Enterprise Business Operations Platform

Intelligent Operations.
Real-Time Books.
Autonomous AI.

Streamline sales billing, FEFO inventory, secure customer OTP verification, complete financial ledgers, and real-time field staff tracking in one unified platform.

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99.9%

System Uptime

FEFO

Stock Precision

Dual-OTP

Clearance Security

zivaBooks Executive Operations Dashboard
Daily Reconciled Revenue
₹ 4,85,200
↑ 18.4% vs last week
Active FEFO Batches
1,420
0 Expiry Risk
Live Revenue Trend & Real-Time Cash Position
24/7 Self-Service B2B Customer Portal

Empower Clients.
Live Ledgers & Bills.
Instant OTP Clearance.

Give your clients 24/7 self-service access to check real-time account ledger balances, download PDF sales & POS invoices, track live sales order dispatches, inspect collection receipts, and access active OTP codes anytime.

Real-Time Ledger & KPIs
Live opening balance, debits, credits, running balance & 1-click A4 PDF/Excel exports.
Purchases & PDF Downloads
Complete sales & POS purchase bills with instant PDF downloads & GST details.
Collection Receipts
Transparent record of Cash, UPI, Cheque & Bank Transfer payment receipts.
Live Orders & Dual OTP
Track sales order dispatches and view active OTP codes for counter pickups & handovers.
zivaBooks Customer Self-Service Portal (`/customer_home/`)
ACCOUNT LEDGER BALANCE ₹ 42,500.00 Dr Credit Limit: ₹ 2,00,000 • Available: ₹ 1,57,500 PURCHASES & BILLS INV-2026-0842 ₹ 14,200.00 (Paid) GST Invoice Verified 📄 Download PDF Sales Bill LIVE SALES ORDERS Order #ORD-2026-842 Items: 12 Units • Dispatch Date: Today 🚚 In Transit • Dispatched to Location SECURITY DUAL OTP CODE Active Pickup OTP: 8 4 9 2 0 1 ✓ Verified for Counter Pickup & Handover

Built for Modern High-Growth Businesses

Explore the core operational capabilities that make zivaBooks the premier choice for retail, wholesale, and multi-branch enterprises.

Multi-Branch Control

Multi-Branch & Custom User Roles

Manage multiple business branches with custom role permissions for sales staff, collectors, cashiers, and managers.

Inventory Management

FEFO Batch & Stock Control

Automated First-Expiry-First-Out batch tracking, multi-location stock transfers, inventory adjustments, and automated expiry risk alerts.

Tax Compliance

GST Invoicing & Billing

Seamless invoice creation with GST compliance, tax calculations, and instant receipt generation.

Security

Passcode-Protected Category Control

Secure admin passcode protection to selectively manage and separate custom billing categories.

POS Counter

Multi-Counter POS & Customer OTP

Manage sales counters for cash, card, credit, and return transactions with secure OTP verification for customer collections and order delivery.

Financial Accounting

Complete Financial Ledgers & Reports

Real-time cashbook, bankbook, and customer ledgers with instant A4 PDF printing, thermal receipts, and Excel exports.

AI Intelligence

Ziva AI Business Assistant

Ask business questions in natural language to get instant sales analysis, stock alerts, and customer ledger summaries.

Field Operations

Field Staff GPS & Route Tracking

Real-time location updates for field staff, customer visit verification, daily route mapping, and monthly attendance reports.

B2B Portal

24/7 Dedicated Customer Portal

Empower your B2B clients with a self-service portal for live ledger statements, purchase invoice downloads, collection receipts, order tracking, and security OTP clearance.

See zivaBooks Subsystems in Action

Switch between modules to preview the power of zivaBooks live workflows.

High-Speed Invoicing & Billing

Generate customizable invoice series and convert Proforma estimates to Sales in 1-click.

  • Invoice series prefix/suffix customization & B2B/B2C nature control
  • Instant invoice generation & automated tax calculations
  • High-quality A4 PDF invoices and thermal receipt printing
LIVE SALES & BILLING
Invoice #: INV-2026-0842 [INVOICE ISSUED]
Party: Apex Traders Pvt Ltd GSTIN: 27AAAAA0000A1Z5
Total: ₹ 1,42,800.00

24/7 Self-Service B2B Customer Portal

Provide your B2B buyers with a secure, 24/7 self-service portal to view ledger balances, download purchase invoices, track live orders, inspect payment collection records, and clear OTP pickups.

  • Real-Time Ledger & Statements: Live opening balance, debits, credits, running balance, and 1-click A4 PDF/Excel downloads
  • Purchase History & Bill Downloads: Complete sales & POS purchase bills with instant PDF downloads & GST details
  • Collection & Payment Receipts: Full record of past payments, payment modes (Cash, UPI, Cheque, Bank Transfer), and receipts
  • Live Sales Order Tracking: Real-time status updates on active orders, items pending dispatch, and order breakdowns
  • Dual Collection & Delivery OTPs: Active OTP code display for counter pickups and verified order handovers
CUSTOMER SELF-SERVICE PORTAL 24/7 ONLINE ACCESS
Account Ledger Balance
₹ 42,500.00 Dr
Credit Limit & Available
₹ 2,00,000 / Available: ₹ 1,57,500
Active Order: #ORD-2026-842
● Dispatched • In Transit
Live Collection OTP: 849 201
Valid for Counter Pickup
Latest Invoice: INV-2026-0842 (₹ 14,200) [Download PDF 📄]

Automated FEFO Stock Ledger

Prevent inventory stock obsolescence by automatically picking oldest active batch numbers during billing.

  • Batch-wise manufacturing & expiry date ledger tracking
  • Multi-warehouse stock transfer vouchers & adjustment logs
LIVE FEFO STOCK MONITOR
Batch: BT-9941 (Expiry: Oct 2026) Dispatch Priority 1
Batch: BT-9942 (Expiry: Dec 2026) Dispatch Priority 2

Dual OTP Verification System

Eliminate revenue leakage with mandatory OTP verification for both customer payment collections and order delivery clearance.

  • Instant SMS & Email OTP dispatch to customer phone
  • Automated cash counter balance reconciliation upon verification
PAYMENT & DELIVERY VERIFICATION
Enter Customer Delivery / Payment OTP
849 201
✓ Collection Verified & Cashbook Updated

Field Staff GPS & Route Tracker

Track field sales executive pings, view verified visit locations, and inspect daily route history maps.

  • Automated location updates & address verification
  • Interactive visual route mapping & location history
LIVE FIELD STAFF TRACKER
Executive: Rahul S. Status: Active Route
Last Location: Mumbai Central Branch

Ziva AI Business Intelligence

Ask complex business questions in natural language to get immediate insights and data summaries.

  • Instant natural language answers to sales & stock queries
  • Automated enterprise business analytics
ZIVA AI BUSINESS ASSISTANT
User: What are our total outstanding receivables above 30 days?
Ziva AI: Outstanding receivables > 30 days total ₹ 8,42,150 across 12 parties.

Choose your software plan

Select the license tier tailored to your business scale. Upgrade or add user seats anytime.

Starter License

₹ 25000 Save ₹ 5001
₹ 19999
per year / upto 5 users
  • Sales & GST E-Invoicing & E-Way Bill
  • FEFO Inventory & Cash Counter POS
  • Cashbook, Bankbook & Ledgers
  • Collections & Orders Management
  • Pro Reports & Analytics
  • Upto 5 Users

Enterprise License

₹ 65000 Save ₹ 15001
₹ 49999
per year / upto 100 users
  • All in Growth
  • Ziva AI (upto 1,000 monthly credits)
  • GPS Staff Geolocation Route Maps
  • Upto 100 Users

Frequently Asked Questions

Find answers to common questions about zivaBooks operations, licensing, and business features.

Can I manage multiple business branches or separate companies in zivaBooks?
Yes! zivaBooks is built to manage multiple branches or distinct company profiles under one organization. Each branch operates independently with its own sales, inventory, and staff permissions, keeping all business records strictly private and organized.
What is FEFO inventory and how does it protect my profit margin?
FEFO stands for First-Expiry-First-Out. zivaBooks automatically tracks product batch numbers and expiration dates, ensuring your billing staff dispatches older inventory first. This prevents product spoilage, minimizes waste, and protects your margins.
How does customer OTP verification prevent cash collection discrepancies?
Whenever your field staff or cashier collects a payment or delivers an order, an instant One-Time Password (OTP) is sent to the customer's mobile phone. Verifying this code ensures every transaction is authentic and immediately updates your accounts.
How does the 24/7 Dedicated Customer Portal work for my clients?
zivaBooks includes a 24/7 dedicated Customer Self-Service Portal (`/customer_home/`). Your B2B clients can log in anytime to view real-time account ledger statements, download PDF sales & POS invoices, track live sales order statuses, inspect payment collection records, and access active collection & delivery OTP codes without contacting your support team.
What receipt and invoice formats are supported for printing?
zivaBooks supports fast 3-inch (80mm) thermal POS receipts for busy billing counters as well as professional full-page A4 PDF invoices and downloadable Excel statements for accountants.
Can my team use zivaBooks on mobile phones and tablets?
Absolutely. zivaBooks works smoothly across smartphones, tablets, laptops, and desktop computers. You can also install it directly onto your phone for quick 1-tap app access.

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