What is Zumma?

Zumma Financial is an AI‑driven expense and invoice automation platform that lets corporate users submit receipts via WhatsApp. Its Zummi agent automatically requests invoices from vendors, tracks status, and makes the documents available in a central dashboard.

The tool integrates directly with ERP systems, synchronizing expense data without manual entry. Administrators can manage user permissions and multiple legal entities from a single interface. Users can filter and review expenses by person or business name, generate custom reports, and export data to Excel for further analysis.

Zumma on the web:

Zumma tech specs

Integrations: WhatsApp

Zumma pricing

Paid

Pricing details aren't listed here — check the official pricing page below. Plans start from $9.99/mo.

$9.99/mo is about average for Personal finance median $9.99/mo

Most Personal finance tools start between $6 and $24.50 a month.

Verify on the official pricing page.

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Zumma's key features

Automate expenses via WhatsApp
ERP integration and auto sync
Real-time dashboard and reports
Submit receipts through WhatsApp
AI invoice request automation
User and permission management
Export reports to Excel

Zumma use cases

Send employee expense receipts via WhatsApp and have Zumma automatically capture, categorize, and sync them into the ERP for real‑time accounting
Automate vendor invoice requests through WhatsApp, track approvals in the multi‑entity dashboard, and sync confirmed invoices directly into ERP
Generate custom expense dashboards per department, then instantly export the data to Excel for quick stakeholder analysis