Zoho Books

Zoho Books is a versatile accounting software designed to streamline financial management for businesses of all sizes. It offers features like GST compliance, automated invoicing, inventory tracking, and multi-currency support. Users can manage projects, track expenses, and generate insightful reports while benefiting from workflow automation and customizable templates. With connected banking and collaborative tools, Zoho Books ensures efficient and transparent financial operations across devices.

Founded in	1996
Location	🇮🇳 India
Founders	Sridhar Vembu

Plans

Free

◈Create invoices, quotes, expenses & journals

◈Sales receipts

◈Mileage tracking

◈Accept online payments

◈Enable self-service customer portal

◈Automate payment reminders

◈Bank reconciliation

◈Setup recurring invoices

◈W-9 management

◈Track 1099 contractors

◈Prepare and file 1099s

◈P&L, Balance Sheet & 50+ Reports

Standard

$15

◈Everything in Free +

◈Progress invoicing

◈Track sales tax and use tax

◈E-File 1099-MISC & 1099-NEC

◈Connect bank feeds

◈Generate divisional reports with reporting tags

◈Setup recurring expenses

◈Retention payments

◈Enable transaction period locking

◈Add custom fields

◈Create custom reports

◈Create journal templates

◈API Access

PROFESSIONAL

$40

◈Everything in Standard +

◈Manage vendor bills and payments

◈Track sales and purchase orders

◈Record multi-currency transactions

◈Bill timesheets

◈Project profitability

◈Manage retainers

◈Track inventory

◈Create price lists

◈Setup sales and purchase approvals

◈Customize business workflows

◈Collaborate with users (chat, voice, video and screen sharing)

◈Create custom user roles

PREMIUM

◈Everything in Professional +

◈Fixed asset management

◈Manage budgets

◈Cashflow forecasting

◈Enable self-service vendor portal

◈Set up custom domain

◈Create business-specific custom modules

◈Add custom button

◈Create custom field validation rules

◈Embed contextual web pages/apps

◈Manage custom functions

Refund Policy

Zoho Books offers a 30-day money-back guarantee, allowing users to request a full refund if they are not satisfied with the service within the first 30 days of purchase.

Ratings

g2(4.4/5)

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capterra(4.4/5)

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Ai Opinion

✦

AI Rating(4/5)

Zoho CRM is easy to use, affordable, and highly customizable with useful AI features for sales and customer management. It integrates well with other tools, though some users find the interface slightly outdated and support responses slow. It is a cost-effective CRM solution suitable for businesses wanting to centralize operations.

Expert Opinion

✎

Expert Rating(4.5/5)

I recently tested Zoho Books, a cloud-based accounting software tailored for small to medium-sized businesses. It offers a comprehensive suite of features, including invoicing, expense tracking, inventory management, and project billing. Here's my detailed review:

Zoho Books excels in its user-friendly interface and intuitive design, making it accessible even for those with minimal accounting experience. The platform provides seamless automation for recurring invoices, reminders, and bank reconciliations, which significantly reduces manual effort. Its ability to handle multi-currency transactions is a standout feature for businesses dealing with international clients. Additionally, the customization options for invoices and reports allow businesses to maintain a professional and personalized touch.

One of the most impressive aspects of Zoho Books is its integration capabilities. It integrates smoothly with other Zoho applications like Zoho CRM and Zoho Inventory, as well as third-party tools such as PayPal and Stripe. This makes it an excellent choice for businesses already using the Zoho ecosystem or looking to expand their operational tools.

The mobile app is another highlight, offering robust functionality on the go. From creating invoices to tracking expenses and viewing real-time financial reports, the app ensures that business owners can manage their finances anytime, anywhere.

However, Zoho Books does have some limitations. While it is an ideal solution for small businesses, its scalability can be a concern for larger organizations or those planning significant growth. The limited number of users allowed per plan and fewer third-party integrations compared to competitors like QuickBooks or Xero might pose challenges for expanding businesses. Additionally, some users have reported minor issues with customer support responsiveness.

In conclusion, Zoho Books is a reliable and cost-effective accounting solution that caters well to small and medium-sized businesses. Its ease of use, automation features, and integration capabilities make it a strong contender in the accounting software market. While it may not be perfect for rapidly scaling enterprises, it remains an excellent choice for businesses seeking affordability and efficiency.