Last Updated
Overview
ZipBooks offers cloud-based accounting software that simplifies invoicing, expense tracking, and financial reporting for small businesses. While it lacks some advanced enterprise features, its user-friendly interface, bank integration, and mobile access make it a practical choice for businesses seeking straightforward financial management.
Overall Rating
Based on 9 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ZipBooks Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Bank Reconciliation
What Is ZipBooks?
ZipBooks is a cloud-based accounting solution designed specifically for freelancers, consultants, and small, service-oriented businesses. It simplifies financial management for non-accountants by focusing on core needs. The platform streamlines workflows with features like automated invoicing and recurring billing, helping users get paid faster and improve cash flow. Its simplified bookkeeping, powered by direct bank connections and auto-categorization, significantly reduces the time spent on manual administrative tasks, allowing owners to focus on growing their business.
ZipBooks Pricing
ZipBooks offers the following plans:
- Starter: Free
- Smarter: $15/month
- Sophisticated: $35/month
- Accountant: Custom pricing
Disclaimer: The pricing is subject to change.
ZipBooks Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is ZipBooks For?
ZipBooks is ideal for a variety of roles, organization types, and industries, including:
- Freelancers and consultants
- Marketing and creative agencies
- Professional services
- Nonprofit organizations
- Startups and small teams
- Bookkeepers and accountants
Is ZipBooks Right For You?
ZipBooks is the perfect fit for freelancers and small service businesses that value an exceptionally simple and intuitive user experience. Its standout feature is data-driven Business Intelligence, providing proactive financial advice rather than just passive reports. With 256-bit TLS encryption and role-based access, ZipBooks offers a reliable and secure solution for smarter financial management.
Still doubtful if ZipBooks is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
ZipBooks Features
Bank Reconciliation
ZipBooks provides an intuitive way to reconcile bank accounts, automatically importing transactions from connected accounts. The software compares your records with bank statements, flags discrepancies, and lets you confirm or categorize transactions quickly, ensuring accurate, up-to-date financial records effortlessly.
Auto-Categorization
The platform uses machine learning to automatically categorize transactions based on accounting best practices and your history. ZipBooks adapts over time, improving accuracy with each correction, saving hours of manual bookkeeping while giving users confidence in their financial data and reporting.
Tagging
ZipBooks enables tagging of transactions by location, customer, product line, or channel, allowing users to track expenses efficiently. The software provides flexible reporting based on these tags, helping businesses make data-driven decisions and maintain control over multi-account expenditures.
Bank Connect
The software allows seamless linking of bank and credit accounts, automatically streaming transactions into ZipBooks. Users can view current balances, monitor income and expenses in real time, and simplify bookkeeping without paper registers, supporting thousands of U.S. and Canadian financial institutions.
Income Statement
ZipBooks generates accurate income statements by automatically tracking revenue, expenses, and profits. The platform categorizes transactions from invoicing and other operations, producing clear financial snapshots for any period, enabling users to monitor business health and identify areas for improvement.
Pros And Cons of ZipBooks
Pros
Offers automated invoicing and recurring billing features
Provides built-in time tracking for billable hours
Integrates with multiple bank accounts and credit cards
Cons
Currently lacks built-in contract or agreement signing for invoices
Interface can make reconciling transactions difficult for non-accountants
ZipBooks Reviews
Total 9 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars56%
4
Stars44%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 11-50 employees
“Accounting software that delivers”
Pros
ZipBooks is the best for managing my business finances. Plus it covers everything I need from tracking expenses and bills to handling invoices and payroll. Having all these financial tools in one place really streamlines my workflow and keeps me organized.
Cons
The basic version only covers very basic tracking needs. If you are running an agency with multiple project cost centers, the subscription can get pretty expensive.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Accounting, 51-100 employees
“One-of-a-kind accounting toolkit”
Pros
The bookkeeping functionality really helps organise my workflow and all the features feel well-suited for everyday use. I have been using the accounting tools regularly and find them simple to navigate. What really stands out is how affordable it is compared to other options in the market.
Cons
Got just one month free before they started charging monthly. I just wish I got a little more time. However everything works fine and is easy to operate but I feel like it could use some additional features.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Small Business, 11-50 employees
“The best in the industry”
Pros
I am impressed by how simple this platform is to navigate with its clean design and comprehensive tracking features for my freelance work. The free plan is unbeatable as it offers unlimited invoices and customers without any restrictions which no other provider offers. After testing around ten different solutions, I chose this one specifically for that feature though I quickly realized I needed the time tracking upgrade too. Creating projects and jumping into work is incredibly fast and when it's time to bill clients, I just select the customer and everything automatically populates as the time spent is calculated and added to the invoice seamlessly. Before this I was juggling separate invoicing and time-tracking tools which made billing such a hassle that I would put it off until month-end. Now everything happens in one place. The email notifications for invoices look professional and modern, with a prominent Pay Now button that makes it easy for clients to pay quickly. Navigation is also simple thanks to the side panel and helpful instruction windows guide you through features you haven't used yet. Instant chat support is always accessible right from the dashboard so no hunting around for contact options. And every time I have had questions I get real-time responses that actually solve my problems. After months of searching for the right balance of features and value, this tool delivers exactly what I needed.
Cons
The main issue I have come across is with invoice customization. There is basically just one template available and while it looks clean and professional, your customization options are pretty limited. You can tweak what information gets included and change the accent color but the overall layout stays the same regardless of which settings you adjust. Other platforms out there give you way more template choices and complete customization control.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
8
Frequently Asked Questions
What language does ZipBooks support?
ZipBooks software primarily supports English.
What types of pricing plans does ZipBooks offer?
ZipBooks price starts at $0 with the Starter plan, followed by the Smarter plan at $15/month, the Sophisticated plan at $35/month, and the Accountant plan, which comes with custom pricing based on your business needs. Get a detailed ZipBooks cost breakdown tailored to your specific requirements.
Does ZipBooks offer an API?
Yes, ZipBooks offers an API.
What other apps does ZipBooks integrate with?
ZipBooks integrates with Gusto, Slack, Stripe, PayPal, and Square for seamless workflow management.
Who are the typical users of ZipBooks?
ZipBooks features are used by freelancers, consultants, small businesses, agencies, and bookkeepers.
Does ZipBooks have a mobile app?
Yes, ZipBooks offers a dedicated mobile app.
What level of support does ZipBooks offer?
ZipBooks provides support through live chat and email Monday to Friday, 8 a.m. to 4 p.m. MT, along with self-service resources such as a knowledge base and instructional startup videos.
