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Zelo Finance
Money in. Money out. Under control.
- A/R & A/P
- Invoices & bills
- Reconciliation
- Reports & CPA-ready records
Back Office as a Service for Small Businesses
Run your business.
We’ll run the back office.
Finance, sales, admin, people, operations and compliance — executed for you. No complicated software. No extra office to manage. Zelo handles the back office while you run the business.
English · Português · Español · Remote Back Office
Z
Zelo 360
Online
Online
12:21 PM
Invoice Mike $450 for today's pool repair.
Done ✓ Invoice #1048 sent and Accounts Receivable updated.
I paid ABC Supply $386.72. Here's the receipt 📸
Got it ✓ Expense recorded, vendor updated and bank reconciliation queued.
Which estimates need follow-up?
3 estimates need attention today. I already prepared the follow-ups.
🟢 FINANCEInvoice #1048 sent ✓
🩷 SALESFollow-up scheduled ✓
🟠 ADMINVendor file updated ✓
How Zelo Works
One message. A lot happens. ✨
You keep using the tools you already know. Zelo handles the systems, records, follow-ups and organization behind the scenes.
1. Send it
Message, voice note, photo, document or email. No new software to learn.
→
2. We handle it
Zelo processes the request, updates records and executes the back-office workflow.
→
3. You stay informed
Get confirmations, alerts, weekly snapshots and monthly reports — without doing the admin work.
Products
A whole back office. Pick what you need.
Start with one department or let Zelo coordinate the entire back office for your business.
↗
Zelo Sales
Never lose track of an opportunity.
- CRM
- Estimate & proposal follow-up
- Pipeline
- Won / Lost tracking
A
Zelo Admin
Your office, without the overhead.
- Documents
- Email & scheduling
- Contracts
- Customer & vendor records
P
Zelo People
Keep your team organized.
- W-9s & COIs
- Timesheets
- Onboarding
- Payroll prep
⚙
Zelo Operations
Keep every job moving.
- Jobs & work orders
- Scheduling
- Purchases
- Job costing
✓
Zelo Compliance
Documents, renewals and compliance routines under control.
- COIs, W-9s & license tracking
- Renewal reminders
- Compliance calendar
- Attorney / CPA document coordination
M
Zelo Marketing
Your marketing keeps running while you run the business.
- Content calendar & captions
- Posts, carousels & short-form video
- Publishing & scheduling
- Basic performance summary
🌈 Zelo 360
Finance + Sales + Admin + People + Operations + Compliance. One integrated back-office relationship, coordinated by one team.
Less clicking.
Less paperwork.
More business. 🚀
Zelo Finance
Your financial back office, executed for you.
You approve the decisions that matter. Zelo executes the process, keeps everything reconciled and closes the month with clear deliverables.
What Zelo handles
✓ Invoices & Accounts Receivable
✓ Bills & Accounts Payable
✓ Open-invoice follow-up
✓ Bank & card reconciliation
✓ Receipt and expense organization
✓ Monthly close & CPA-ready records
What you receive
✓ Revenue invoiced & cash collected
✓ Open AR + aging
✓ Open AP + upcoming bills
✓ Expense summary
✓ Management P&L / operating result
✓ Weekly Snapshot + Monthly Financial Pack
Simple Pricing
Simple pricing that grows with your business.
Choose the department you need or the complete Zelo 360 back office. We confirm the right operating profile during onboarding.
Zelo Finance
$299 / month
Money in, money out and monthly records under control.
Plans scale with monthly revenue volume.
Talk to ZeloZelo Sales
$299 / month
Pipeline execution and systematic proposal follow-up.
Plans scale with your active sales pipeline.
Talk to ZeloZelo Admin
$149 / month
Documents, email, scheduling and administrative routines.
Plans scale with the size of your team.
Talk to ZeloZelo People
$149 / month
Workforce records, onboarding and payroll preparation support.
Plans scale with the workforce you manage.
Talk to ZeloZelo Operations
$199 / month
Jobs, work orders, scheduling, purchases and job visibility.
Plans scale with your monthly job volume.
Talk to ZeloZelo Compliance
$199 / month
Licenses, COIs, renewals and compliance documents monitored.
Plans scale with documents under management.
Talk to ZeloZelo Marketing
$249 / month
Consistent organic content, created and published for you.
Plans scale with monthly content output. Paid media is separate.
Talk to ZeloCOMPLETE
Zelo 360
$990 / month
All 6 core modules plus cross-department coordination, consolidated reporting and Executive Business Review.
Plans scale with the size and complexity of your operation.
Buy Now →Implementation included — up to a $490 value.
Why Zelo
You don't manage the software. Zelo does.
Monday, Odoo, Zoho and accounting tools are powerful — but someone still has to operate them. Zelo is the operating layer between you and the systems.
Without Zelo
✕ Receipts in your truck
✕ Invoices waiting to be sent
✕ Bills scattered across email
✕ Estimates forgotten
✕ Nights doing office work
With Zelo
✓ Send a picture
✓ Send a message
✓ Zelo processes it
✓ Everything gets organized
✓ You get your time back
Contact
Tell us about your business.
We’ll review your needs and recommend the right Zelo setup.
Direct contact
✉️ hello@zelo360.com
🌎 English · Português · Español
Remote back office services for small businesses.
Buy Now
Choose how you want Zelo to run your back office.
Start with one department or choose Zelo 360 for a fully integrated back-office relationship.
Individual modules
Zelo FinanceFrom $299/mo
Zelo SalesFrom $299/mo
Zelo AdminFrom $149/mo
Zelo PeopleFrom $149/mo
Zelo OperationsFrom $199/mo
Zelo ComplianceFrom $199/mo
Zelo MarketingFrom $249/mo
Your exact plan is confirmed during onboarding based on the operating profile of the service selected.
Talk to Zelo
Your business doesn't need more software. It needs someone to run the back office.
Let Zelo handle the admin work while you focus on customers, jobs and growth.
✉️ Email: hello@zelo360.com
🌎 English · Português · Español
📍 Remote Back Office Services