Proposals to Payments for Accounting and Finance Firms
Make client engagements easier across accounting, tax, and finance services with proposals, e-signatures, and payments handled in one streamlined platform.
The Efficiency Boost Your Firm Can Achieve
AI-built proposals
Saved on transaction fees
Average win rates on proposals
Increase in overall conversion rates
Tools Built to Streamline Every Deal Step
Run client engagements more efficiently with connected workflows for proposals, e-signatures and payment collection.
Proposals & Quotes
Send accurate, branded proposals and engagement letters in minutes using ready-made templates.
- 90+ AI-driven accounting templates
- Custom branding, domain, and email
- Editable service pricing and scope
- Add contracts, schedules, and terms
- Real-time document and approval tracking
CRM & Pipeline
Track every lead, engagement and renewal in one pipeline built for clarity and compliance.
- Accounting-specific deal stages
- Unified lead and engagement view
- Automated renewal reminders
- Auto follow-up prompts
- In-CRM proposal creation
Workflow Automation
Cut admin time and reduce errors with automated steps that keep every client engagement moving.
- Automatic approval workflows
- Approval routings for teams
- Expiration alerts and checks
- Automatic deal updates
- Repetitive steps removed
E-Signatures
Get instant approval on proposals and engagement letters with secure, compliant e-signatures.
- Instant signing from any device
- Legally binding and compliant
- Support for multiple signers
- Activity tracking for visibility
- Reminders for faster signoff
Payments
Improve cash flow with automated billing tools that eliminate accounts receivable headaches.
- Built-in payment collection
- Recovery fallback options
- Automatic payment reminders
- Surcharges by payment type
- Smooth quote-to-payment handoff
Renewals
Stay ahead of ongoing engagements and retainers with automated renewal workflows
- Automatic renewal tracking
- Alerts before contracts expire
- Easy renewal quote creation
- Clear recurring revenue view
- No missed renewals or churn
Integrations That Power a Unified Workflow
Unify your CRM, engagement tools and accounting systems with 50+ integrations that support smooth, compliant financial workflows.
Trusted and Recognized for Being Partner-First
Success Backed by Customer Stories
"Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly."
"With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates."
"The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms."
"Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity."
Boost Revenue by Streamlining Every Step From Quote to Payment
Quote, approve, sign and renew in one simple, unified system.
