Effortless Digital Document Management for Businesses

Scan, upload, and attach documents to invoices, bills, and transactions with just a click. ZYNO Books ensures secure storage, easy search, and GST-ready records — making accounting and compliance smarter and faster.

Small businesses & start-ups
E-commerce / trading businesses
Service providers / freelancers
Accountants & firms
Businesses needing compliance & audits

Feature-Rich Document Management Built for Accounting

ZYNO Books provides a complete suite of document management tools to help you digitize paperwork, automate workflows, and maintain accurate accounting and GST compliance.

Central document repository

Store all transaction-related documents (invoices, receipts, bills, statements) in one place.

Upload, scan or email-upload documents

Capture receipts on the go using mobile scan; email forward bills/receipts for auto-upload.

Attach documents to transactions

Link documents to invoices, bills, payments, purchases for easy retrieval.

Automatic transaction matching

Suggest matching transactions for uploaded documents — merge with ease.

Bank statement management and reconciliation

Forward bank statements, attach to bank feeds/transactions — simplifies reconciliation.

Role-based access control & security

Only authorized users can view, add, or modify documents — ensures data security

Collaboration & client/vendor portals

Share documents with team, accountants, clients or vendors securely; ease communication.

Mobile + Desktop + Cloud access

Access your documents from anywhere — no need for local storage or manual backup.

Modules Built to Centralize and Simplify Document Handling

ZYNO Books offers powerful document management modules designed to help you upload, store, organize, and attach files with ease. With features like OCR document scanning, cloud-based storage, secure file sharing, and document-to-transaction mapping, you can streamline workflows, maintain clean records, and stay fully GST-compliant.

Document Upload & Capture Module

Quickly upload documents from desktop, mobile, email, or cloud sources. Capture and digitize receipts, invoices, bills, contracts, and GST records using OCR technology to eliminate manual data entry and speed up workflow.

OCR Scanning & Auto-Data Extraction Module

Convert physical documents into searchable and editable digital files. Automatically extract key details like vendor name, GSTIN, invoice number, tax amounts, and dates — ensuring accuracy, compliance, and faster bookkeeping.

Document-to-Transaction Mapping Module

Easily attach and match documents to invoices, bills, payments, purchase orders, and expenses. This ensures organized records, simplifies audits, and maintains smooth GST and accounting compliance.

Centralized Cloud Document Storage Module

Securely store all financial documents in a centralized cloud-based repository with version control, backup, and retrieval capabilities. Access invoices, receipts, and compliance files anytime, anywhere on mobile or desktop.

Role-Based Access & Secure Sharing Module

Control who can view, edit, upload, or approve documents with role-based permissions. Share files securely with accountants, team members, vendors, or clients — eliminating back-and-forth emails and preventing unauthorized access.

Smart Search, Tagging & Retrieval Module

Find documents instantly using advanced search filters, auto-tagging, keywords, and indexing. Retrieve files by document type, vendor, date, GST number, transaction category, or status — ensuring fast access during audits or reconciliation.

Audit & Compliance Tracking Module

Track document completeness, expiry dates, compliance validation, and audit logs — ensuring businesses remain always audit-ready, GST compliant, and documentation-accurate.

Why Choose ZYNO Books for Document Management?

ZYNO Books offers a secure, cloud-based document management system built specifically for accounting and GST workflows. With automated uploads, real-time access, OCR scanning, and seamless transaction linking, you can streamline financial records, improve accuracy, and stay audit-ready—without the manual effort.

Secure Cloud Storage & Easy Access

Store all your invoices, receipts, bills, and compliance documents safely in the cloud. Access your documents anytime, anywhere, on desktop or mobile, with full encryption and backup for peace of mind.

Automated Workflows & OCR Scanning

Scan, upload, and attach documents automatically to transactions. ZYNO Books’ OCR-powered document management eliminates manual entry, speeds up reconciliation, and ensures error-free financial records.

Audit-Ready & GST-Compliant

Keep your accounting and GST records fully organized and traceable. With document-to-transaction mapping, role-based access, and searchable storage, you are always prepared for audits, compliance checks, and financial reporting.

Intuitive Document Management Dashboard

Get a real-time overview of all your business documents with ZYNO Books’ document management dashboard. Track invoices, receipts, bills, and GST compliance files at a glance. Monitor upload status, pending approvals, and document-to-transaction mapping, all in one secure, cloud-based platform—making accounting and GST compliance simpler, faster, and more accurate.

Real-Time Document Overview

Quick Search & Filter

Status Tracking & Transaction Linking

Frequently Asked Questions(FAQs)

faq

ZYNO Books Document Management is a cloud-based document management system that allows businesses to upload, store, organize, and attach invoices, receipts, bills, contracts, and GST compliance files—all in one secure platform.

Yes! ZYNO Books lets you link documents directly to transactions, including invoices, purchase orders, payments, and GST filings. This ensures your accounting records are accurate, organized, and audit-ready.

Absolutely. You can scan receipts and upload documents from mobile devices or desktop. With OCR (Optical Character Recognition), ZYNO Books automatically extracts key details, reducing manual entry and improving accuracy.

Yes. All documents are stored securely in the cloud with role-based access controls. Only authorized users can view, edit, or share files, ensuring sensitive business and GST compliance records are protected.

By attaching and organizing documents like invoices, bills, and receipts with transactions, ZYNO Books ensures audit-ready records and GST compliance. Quick search, tagging, and real-time dashboard tracking make audits and reconciliations simple and accurate.

Grow Your Business with ZYNO Books