Canadian Zoho Books users lacked compliant payment infrastructure to process supplier transactions through their accounting software. Rollin partnered with NSi to develop Zefty, the first certified payment solution integrated directly into Zoho Books. Built on Symfony 5 and VueJS, the platform connects accounting workflows with authorized banking institutions across Canada.
Platforms:
Web, Desktop
Deliverables:
Payment Solution, API Integration
Tech stack:
SymfonyVueZoho Books
Understanding the challenge
Finance teams exported payment data from Zoho Books, processed transactions through separate banking portals, then manually reconciled records between systems. This fragmented workflow created reconciliation errors and extended payment cycles. Meeting federal standards while maintaining data security across multiple touchpoints presented the core technical requirement.
Finding the right solution
The architecture uses Symfony 5 for secure transaction processing with VueJS providing the user interface. Bidirectional API integration pulls bill data from Zoho Books and writes payment confirmations back automatically, eliminating manual data entry at both ends. All banking communications follow protocols for electronic fund transfers. Timesheet synchronization runs independently to support payroll operations while invoice payments execute in a single click.
Delivering outstanding results
Zefty now serves over 400 Canadian organizations processing more than 5 million compliant transactions. Finance departments reclaimed hours previously spent on manual exports and cross-platform reconciliation. Processing efficiency improved 340% through the unified workflow while maintaining full regulatory compliance. Each organization saves over 10k annually from eliminated transaction fees and reduced administrative time.
5M+ Compliant Transactions Processed
340% Processing Efficiency Gain
10k+ Annual Savings per Organization
400+ Active Canadian Customers
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