What Zenvio does

Zenvio is a modular ERP for managing commercial, operational, and financial work in one connected platform. It covers sales and invoicing, purchasing, accounting, banking, tax, inventory, customer and vendor management, documents, reporting, ecommerce integrations, administration, and AI-assisted workflows.

The catalog below groups Zenvio's current capabilities by product area and workflow.

This catalog summarizes customer-facing Zenvio capabilities in product language. Modules represent major areas of the product, submodules group related workflows, and each feature row explains what a customer can use or experience. Where relevant, the description also lists the available actions, scopes, or variants.

Finance

Banking

Feature	Description
Bank accounts	Maintain the organization's bank accounts for payments, statement imports, and financial reporting. Includes: Create; edit; remove; select default accounts
Bank statements	Create, review, edit, and remove bank statements and their transaction lines. Includes: Manual entry; imported statement; filter by account, number, or date
Bank statement import	Analyze uploaded bank data before converting it into a bank statement. Includes: Analyze first; process accepted data
Statement line organization	Move transaction lines between statements and merge related statements. Includes: Move a line; merge statements
Bank statement finalization	Lock completed statements to protect them from changes and unlock them when corrections are required. Includes: Lock; unlock
Bank statement export	Export statement information for offline review or further processing. Includes: Available export formats
Bank transactions	Create, review, edit, and remove individual bank transactions within a statement. Includes: Statement scope; search and sorting

Matching and reconciliation

Feature	Description
Payment matching	Match received or sent payments to the business records they settle. Includes: Match from payment; match from transaction
Batch matching	Apply matching to a group of related transactions in one workflow. Includes: Transaction batch
Open items	Review unpaid or partially settled accounting items and their remaining balances. Includes: Document currency; accounting currency; unpaid-only; matching search
Open-item export	Export open receivables and payables for reconciliation or sharing. Includes: Document currency; accounting currency; available export formats

Payouts

Feature	Description
Payout management	Create, review, edit, and remove payout records such as processor settlements. Includes: Search and sorting; Stripe payout reference
Payout finalization	Lock completed payouts and unlock them when corrections are required. Includes: Lock; unlock
Payout export	Export payout details for reconciliation and reporting. Includes: Available export formats

Accounting

Accounting records

Feature	Description
Accounting transactions	Create, review, edit, and remove accounting records across supported transaction types. Includes: Record type; posting date; processing status; locked state
Accounting status	Follow a record from initial preparation through availability, ledger processing, and completed ledger projection. Includes: Initial processing; visible in records; ledger processing; ledger processed; single record; multiple records
Record numbering	Generate the next eligible accounting or business record number using configured counters. Includes: Automatic on creation; requested generation
Record finalization	Lock posted records to prevent changes and unlock them for authorized corrections. Includes: Lock; unlock
Accounting transaction export	Export accounting records for external review or analysis. Includes: Available export formats
Transaction normalization	Standardize imported or incomplete transactions into Zenvio's accounting structure. Includes: Single transaction

Automated accounting

Feature	Description
Automatic accounting preparation	Prepare newly created or changed business records for accounting without repetitive manual entry, and refresh accounting preparation after tax changes. Includes: New records; updated records; tax transaction changes
Automatic posting and tax dates	Derive posting and tax dates from the document type, source dates, and accounting periods. Includes: Sales and purchase documents; bank statements; general entries
Automatic currency conversion	Apply the document currency and relevant exchange rate when accounting in another currency. Includes: Document currency; accounting currency; refreshed FX rate
Automatic debit and credit mapping	Translate business-document amounts into balanced accounting debit and credit fields. Includes: Receivable; payable; income; expense; tax
Automatic accounting rows	Generate accounting rows, including tax-deduction rows and balancing differences where needed. Includes: Standard rows; tax-deduction rows; balance adjustment
GL account suggestions	Fill missing ledger accounts using configured defaults, prior records, chart-of-account matches, and AI-assisted predictions. Includes: Defaults; copied or previous record; chart lookup; AI fallback
Multi-book posting	Post eligible prepared or manually adjusted accounting records into each applicable accounting book. Includes: Eligible books; book-currency conversion
Void and unpost	Remove ledger postings when a business record is voided while preserving a clear accounting state. Includes: Void; restore through a corrected record lifecycle

General ledger

Feature	Description
General ledger entries	Review detailed debit and credit entries generated from accounting records. Includes: Book; account; contact; transaction type; dates; amounts; currency
Ledger entry adjustments	Edit a single ledger entry or apply an authorized change to multiple entries. Includes: Single edit; bulk edit
Ledger entry matching	Match related ledger entries and remove or repair matches when necessary. Includes: Match; unmatch; matching status; sanitize invalid matches
Ledger export	Export filtered general-ledger entries for accountants and auditors. Includes: Filtered export; available export formats
Chart of accounts	Create and maintain the organization's general-ledger account structure. Includes: Account number; name; balance account; create/edit/remove
Default GL accounts	Configure default ledger accounts used by automated accounting workflows. Includes: Defaults by accounting role or transaction context
Accounting books	Create and maintain accounting books used for ledger posting and reporting. Includes: Create; edit; remove

General entries and controls

Feature	Description
Manual general entries	Create and maintain journal-style entries for adjustments and transactions not originating from another module. Includes: Create; edit; remove; numbering; status
General-entry finalization	Lock or unlock general entries and export them when needed. Includes: Lock; unlock; available export formats
Accounting periods	Create and maintain accounting periods and protect closed periods from further posting. Includes: Period type; date range; lock/unlock by period or date
Accounting audit trail	Review who changed accounting data and how debit or credit values were affected. Includes: Book; account; transaction; action; creation/posting dates

Sales

Invoicing

Feature	Description
Sales invoices	Create, review, edit, copy, and remove customer invoices, with synchronous delivery eligibility and allowed-action evaluation. Includes: Customer; dates; amount; currency; transaction type; status; external order references; compliance actions
Automatic invoice preparation	Complete and standardize minimally created or imported invoices shortly after creation so they are ready for normal use and PDF generation. Includes: Accounting fields; taxes; dates; currency; numbering; balancing
Invoice numbering	Validate an invoice number or generate the next number from configured counters. Includes: Validate number; get next number
Invoice payment tracking	See whether an invoice is due, partially paid, paid, or overdue. Includes: Due; partially paid; paid; overdue
Invoice payments	Add, review, edit, remove, and recalculate payments linked to an invoice. Includes: Single payment; all payments; recalculate totals
Invoice finalization	Lock, unlock, void, or restore an invoice as its business lifecycle changes. Includes: Lock; unlock; void; unvoid
Invoice export	Export invoice data for external use. Includes: Available export formats

Invoice delivery

Feature	Description
Invoice PDF and print preview	Preview invoice HTML and generate downloadable PDFs. Includes: HTML preview; refresh; build status; standard or typed PDF
Bulk invoice PDF	Download PDFs for multiple invoices in one operation. Includes: Selected invoice set
Invoice email	Send an invoice using the organization's configured email and template. Includes: Recipients; email template; localized content
Public invoice sharing	Create a secure public invoice link that a customer can open without a Zenvio account. Includes: Start sharing; stop sharing; public detail; public PDF

Credit notes

Feature	Description
Credit notes	Create, review, edit, and remove customer credit notes. Includes: Customer; payment/business status; currency; transaction type; external references
Credit-note numbering and payments	Validate or generate credit-note numbers and review related payment information. Includes: Validate number; next number; payment information
Credit-note finalization	Lock or unlock credit notes and control secure public sharing. Includes: Lock; unlock; start/stop sharing
Credit-note delivery	Preview, refresh, download, export, or email a credit note. Includes: HTML; PDF; data export; email

Orders

Feature	Description
Sales orders	Create, review, edit, and remove customer orders. Includes: Customer; payment status; currency; transaction type; external references
Order numbering and payment information	Validate or generate order numbers and review order payment information. Includes: Validate number; next number; payment information
Order delivery	Preview, refresh, download, export, or email a sales order. Includes: HTML; PDF; data export; email

Proforma invoices

Feature	Description
Proforma invoices	Create, review, edit, remove, and void proforma invoices. Includes: Customer; payment status; currency; transaction type; external references
Proforma numbering and payments	Validate or generate proforma numbers and manage related payments. Includes: Validate number; next number; payment CRUD; recalculate totals
Proforma delivery	Preview, refresh, download, export, or email a proforma invoice. Includes: HTML; PDF; data export; email

Quotes

Feature	Description
Sales quotes	Create, review, edit, and remove customer quotes. Includes: Customer; payment status; currency; transaction type; external references
Quote numbering and delivery	Validate or generate quote numbers and preview, download, export, or email a quote. Includes: Validate number; next number; HTML; PDF; data export; email

Purchase

Bills

Feature	Description
Vendor bills	Create, review, edit, and remove bills received from vendors. Includes: Vendor; issue/tax dates; amount; vendor document number; status; currency; transaction type
Bill payment tracking	See whether a bill is due, partially paid, paid, or overdue. Includes: Due; partially paid; paid; overdue
Bill payments	Add, review, edit, remove, and recalculate payments linked to a bill. Includes: Single payment; all payments; recalculate totals
Payment reference	Retrieve the payment reference needed to pay a bill accurately. Includes: Bill scope
Bill finalization and export	Lock or unlock completed bills and export their data. Includes: Lock; unlock; available export formats

Receipts

Feature	Description
Purchase receipts	Create, review, edit, and remove vendor receipts. Includes: Vendor; issue date; amount; receipt number; currency; transaction type
Receipt finalization and export	Lock or unlock completed receipts and export their data. Includes: Lock; unlock; available export formats

Vendor credits

Feature	Description
Vendor credits	Create, review, edit, and remove credits received from vendors. Includes: Vendor; dates; amount; status; currency; transaction type
Vendor-credit finalization and export	Lock or unlock vendor credits and export their data. Includes: Lock; unlock; available export formats

Tax

Tax setup

Feature	Description
Tax definitions	Create and maintain the tax rates and rules available to business documents. Includes: Single edit; bulk edit
Tax countries	Enable and configure the countries in which an organization has tax obligations. Includes: Create; update; remove; repair country configuration
Tax nexus registrations	Maintain the jurisdictions where the organization is registered or required to collect tax. Includes: Country and regional nexus; create; remove
Tax nexus determination	Determine the applicable jurisdiction for a transaction using the configured nexus and address context. Includes: European Union; United States; generic jurisdiction
EU VAT validation	Check an EU VAT registration number before applying cross-border tax treatment. Includes: VAT number and member state

Tax accounting

Feature	Description
Automatic tax calculation	Calculate tax lines and tax amounts from document data and applicable legislation. Includes: Sales/output tax; purchase/input tax; copied or previous record
Tax entries	Review and correct the tax entries generated from accounting transactions. Includes: Jurisdiction; dates; reported state; locked state; missing category; tax/base amounts
Reverse charge	Apply reverse-charge treatment to a transaction or a selected group of tax entries. Includes: Single; bulk
Tax-entry normalization	Standardize incomplete tax entries before reporting. Includes: Selected entries
Tax-entry export	Export filtered tax entries for review or filing support. Includes: Available export formats

Tax returns

Feature	Description
Tax returns	Create, review, edit, and remove returns for supported tax types and jurisdictions. Includes: Return type; country; region; subregion; province
Tax-return entries	Review the transactions and tax entries included in a return. Includes: Return scope; search and sorting
Tax registrations dashboard	See the organization's active tax registrations in one place. Includes: Organization scope
Slovak tax return preparation	Calculate and retrieve Slovakia-specific tax-return data. Includes: Partial data refresh; Slovak legislation calculation
Slovak electronic filing output	Generate a filing package, tax-return XML, and control-statement XML. Includes: ZIP package; return XML; control-statement XML

Inventory

Items and pricing

Feature	Description
Items	Create and maintain products and services used in sales, purchasing, and inventory documents. Includes: External product IDs; search and sorting; create/edit/remove
Item variants	Create and maintain variants such as sizes, colors, or other SKU-level choices. Includes: Item scope; full SKU; create/edit/remove
Sales tax rates by item	Review the sales tax rates applicable to an item. Includes: Item; jurisdiction
Price lists	Create and maintain price lists and review the items and rates assigned to them. Includes: Sales/purchase type; contact; currency; country/nexus; rate display
Catalog export	Export item data for external review or processing. Includes: Available export formats

Stock receipts

Feature	Description
Inventory receipts	Create, review, edit, and remove inbound inventory receipts. Includes: Payment status; search and sorting
Inventory receipt export	Export inbound inventory receipt data. Includes: Available export formats

CRM

Contacts

Feature	Description
Customers and vendors	Create and maintain the contacts used across sales, purchase, banking, and accounting. Includes: Customer/vendor roles; registration, tax, and VAT numbers; external customer IDs
Public registry search	Find business details in supported public registries to reduce manual contact entry. Includes: Supported registry; registration or business identity
Contact merge	Combine duplicate contacts into one canonical customer or vendor record. Includes: Source contacts; target contact
Contact export	Export filtered customer and vendor data. Includes: Available export formats

Account statements

Feature	Description
Outstanding statement	Show a contact's unpaid and partially settled documents. Includes: Customer/vendor; date and currency scope
Account activity statement	Show a contact's document and payment activity over a selected period. Includes: Customer/vendor; date and currency scope
Statement delivery	Download a contact statement as PDF or send it by email. Includes: Outstanding/activity; PDF; email

Communication history

Feature	Description
CRM emails	Review and maintain email records associated with customer or vendor communication. Includes: Search and sorting; create/edit/remove

Reports

Financial statements

Feature	Description
Balance sheet	Review assets, liabilities, and equity for a selected reporting date or period. Includes: Reporting period; accounting-book scope
Profit and loss	Review income, expenses, and profit for a selected reporting period. Includes: Period total; month-by-month view
Trial balance	Review debit and credit balances across the chart of accounts. Includes: Simple view; account-number view
Trial-balance export	Export the selected trial-balance presentation. Includes: Simple; account-number based

Tax reports

Feature	Description
Tax summary	Summarize tax bases and amounts for a selected jurisdiction and reporting period. Includes: Tax; country; region; subregion; tax-applied dates
Tax reporting categories	Review tax amounts organized into the categories required for a tax return. Includes: Country; region; subregion; reporting date
Tax-return report	Build return-ready report data from tax entries and reporting categories. Includes: Tax-based; category-based

Documents

Document storage

Feature	Description
Document library	Review document records and their stored files. Includes: Search and sorting; document detail
Document upload and download	Attach a file to a document and download it when needed. Includes: Upload; named-file download; PDF download
Document removal	Remove a stored document when permitted. Includes: Document scope
Record attachments	Review files attached to a business or accounting record. Includes: Record-set scope

Document import

Feature	Description
Import batches	Group uploaded documents into a batch for review and processing. Includes: Batch list/detail; add file; reject batch
Imported-file review	Review an imported file and correct its recognized information or processing status. Includes: File detail; edit; status update
Import processing	Run an approved imported file through document processing and mark it complete. Includes: Run; download source/result; mark done
Import extraction instructions	Add organization-specific guidance that helps document import recognize and interpret uploaded business documents. Includes: View; add or edit; clear instructions

Templates

Feature	Description
Document templates	Create and maintain templates used to render business documents. Includes: Document type; create/edit; preview format
Template localization	Maintain culture-specific template content and localized resources. Includes: Template type; culture; localized resource
Template preview	Preview a document template before making it active. Includes: Document type; output extension

Integrations

Commerce

Feature	Description
Shopify	Connect Shopify stores, verify their configuration, and synchronize store data. Includes: Multiple stores; verify; fetch one/all; create/edit/remove connection
Shopify sales synchronization	Create or update Zenvio orders and invoices from Shopify orders. Includes: Sales order; sales invoice
WooCommerce	Connect a WooCommerce store and control whether the connection is approved for use. Includes: Create/edit/remove; approve; reject
Webareal	Connect a Czech Webareal store and control whether the connection is approved for use. Includes: Create/edit/remove; approve; reject

Payments and banking

Feature	Description
Stripe	Connect and verify Stripe accounts used for payment and payout synchronization. Includes: Multiple connections; verify; create/edit/remove
Tatra banka B-mail	Connect Tatra banka B-mail and select the default connection used by the organization. Includes: Selected/default connection; create/edit/remove

Integration management

Feature	Description
Connected services overview	Review all configured integrations and their current connection details. Includes: All integrations; integration type; selected/default connection

AI

Assistant

Feature	Description
AI feature control	Enable or disable AI-powered features for the organization from one setting and review which workflows send relevant business data to the configured AI provider. Includes: Organization-wide enable/disable; document import; payment matching prediction; GL account prediction; AI assistant
AI conversations	Start a conversation with the Zenvio assistant and review its message history. Includes: New conversation; existing conversation
AI responses	Send a question, watch a response as it is generated, or stop an in-progress response. Includes: Standard response; live streaming; stop processing

Accounting assistance

Feature	Description
AI accounting preferences	Configure how AI assistance participates in accounting workflows. Includes: Organization accounting settings
AI GL account prediction	Suggest a ledger account when configured rules and previous records do not provide a reliable match. Includes: Fallback suggestion

Administration

Organization

Feature	Description
Organization profile	Maintain the organization's legal, business, and contact information. Includes: View; edit
Organization localization	Configure the organization's default culture, language, currency, and regional behavior. Includes: Culture; country; currency; regional defaults
Organization preferences	Configure product behavior for the whole organization or an individual module. Includes: All preferences; module; individual setting
Default setup generation	Generate a starting configuration for a new organization based on its country and localization. Includes: Complete setup; selected setup areas; country/culture/currency/unit system

Users and access

Feature	Description
Organizations	Switch between organizations available to the user or create another organization. Includes: Organization selection; new organization
Organization users	Review and maintain the people who have access to an organization. Includes: List/detail; edit; remove; uniqueness check
User invitations	Invite a person to an organization and accept a validated invitation. Includes: Invite; accept
User profile	Review and update the current user's profile. Includes: View; edit
API and security clients	Create and review client identities used for authorized system access. Includes: List/detail; uniqueness check; create

Subscription

Feature	Description
Subscription plans	Review the plans available to an organization. Includes: Plan catalog
Subscription management	Review or change the organization's active subscription. Includes: Current subscription; change plan; verify change
Usage and quotas	Review current usage against limits included in the active plan. Includes: Organization and feature quota

Numbering and reference data

Feature	Description
Numbering counters	Create and maintain counters used to number invoices, bills, and other records. Includes: Record type; sequence and formatting
Currencies and exchange rates	Maintain enabled currencies and review their exchange rates. Includes: Currency; rate history
Cultures and languages	Maintain the cultures and languages available to the organization. Includes: Culture code; create/edit/remove
Units of measure	Maintain units used by items and document lines. Includes: Create; edit; remove
Payment terms	Maintain payment terms, calculate due dates, and select the default term. Includes: Create/edit/remove; calculate due date; set default
Delivery conditions	Maintain reusable delivery conditions for sales and purchase documents. Includes: Create; edit; remove
Transaction types	Maintain the transaction types available to business and accounting records. Includes: Create; edit; remove

Branding and communication

Feature	Description
Design preferences	Configure the organization's document layout, visual branding, and logo preferences. Includes: Complete design; layout; branding; logo
Logo and signature images	Upload and manage organization logos and signature images. Includes: Current image; single upload; multiple uploads
Brand color suggestions	Extract representative colors from an uploaded image to help configure branding. Includes: Image analysis
Email configuration	Configure outbound email delivery and send a test message. Includes: View/edit configuration; test delivery
Email templates	Maintain or reset the message content used for each supported email type. Includes: Email type; create/edit; reset to default
Email merge fields	Review the dynamic fields available when editing an email template. Includes: Email type

Product capability snapshot reviewed against Apollo Core on 2026-07-20.