Zylo Features
Revenue Recognition (3)
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Usage Tracking
Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Tracking (3)
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Spend Tracking
Provides ability to track and/or map spending on all tools across departments with little to no manual entry.
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SaaS Utilization Tracking
Continuously tracks the number of licenses in use and how often they are being utilized. Tracks usage internally or through integrated applications.
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User Sentiment Tracking
Allows companies the ability to periodically survey users regarding the effectiveness of SaaS applications and their experience using the tools.
Management (3)
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Contract Management
Provides administrative features to renew, track pricing, analyze terms, and outline expiration dates for SaaS contracts.
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Application Catalog
Allows companies to select a wide variety of applications to track and manage.
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Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
Insights (4)
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Recommendations
Provides recommendations on how to improve your use of existing SaaS tools and recommendations on new SaaS tools
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Spend Forecasting and Optimization
Ability to project spend based on contracts signed. Identifies redundant transactions and unnecessary costs.
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Peer Benchmarking
Facilitates the comparison of your software products, costs, sentiment, and/or utilization to that of peer companies
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Reporting
Creates reports outlining application utilization, cost, user sentiment, and/or functional overlap.
App Management (23)
App Usage Monitoring
Tracks SaaS application usage by user, team, and department.
Custom Workflows
Enables creation of tailored automations for IT and admin tasks.
Shadow IT Discovery
Identifies both sanctioned and unsanctioned SaaS applications in the environment.
Self-Service App Store
Allows employees to request and access approved SaaS applications.
Centralized Management Console
Offers a unified interface for managing licenses, users, and applications.
Onboarding & Offboarding Automation
Automates workflows for provisioning and deprovisioning user access.
Email Management
Manage, store and organize emails within the system or via third-party apps
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Workflow Management
Create, design and manage workflows for repetitive tasks
SaaS Operations Management
Manage and optimize an organization’s use of SaaS applications.
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Contract/License Management
Track, store, and access client contracts or licenses
License Management
Track and organize the number of licenses available to the organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Security (4)
Role-Based Access Control
Assigns access based on user roles and policy rules.
Threat Detection Alerts
Sends alerts on unauthorized access or app misconfigurations.
Compliance Monitoring
Tracks regulatory compliance across SaaS applications.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
AI Features (2)
Auto-fill Custom App Details
Populates custom app metadata using AI.
AI Assistant
Provides real-time answers to questions about licenses, apps, and usage.
Spend Management (10)
Budget Tracking
Tracks SaaS application spend against allocated budgets.
Vendor Consolidation Insights
Identifies opportunities to reduce spend by consolidating redundant or overlapping vendors.
Renewal Notifications
Sends alerts for upcoming contract renewals.
AI Contract Parsing
Uses AI to extract line items, auto-renewals, and key terms from SaaS contracts.
Cost Allocation
Assigns SaaS costs to departments, teams, or business units.
Renewal Spend Forecasting
Projects upcoming renewal costs based on contract and license data.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
Agentic AI - SaaS Spend Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - SaaS Management Platforms (SMP) (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Additional Functionality (56)
Real-Time Data
Receive data and information in real time
Spend Analysis
Review and uncover trends in spending activity
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Member Accounts
Accounts held by members of an organization
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Data Visualization
Graphical representation of data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Task Management
Create, manage and track all task activities and progression


