Overview
Zoho Books is a top choice for businesses seeking smart automation and real-time financial control. Its standout features—like automated invoicing, project tracking, and mobile accounting—make it ideal for growing teams. While setting up advanced automation may require integrations, its comprehensive tools make financial management simpler and more insightful.
Zoho Books Specifications
Data Visualization
Customizable Dashboards
Data Analysis and Reporting
Scheduled Reporting
What Is Zoho Books?
Zoho Books is a cloud-based accounts management software that provides complete and real-time control to the user. Its comprehensive suite of assistive features such as smart automations, integrated inventories, customizable invoicing, and mobile/desktop apps ensure a seamless user experience. The platform does not only support large-scale enterprises but is also ideal for start-ups and non-profits. Moreover, Zoho Books provides all-encompassing support towards the management and organization of financial data, cementing its position in the accounting market.
Zoho Books Pricing
Zoho Books offers various pricing packages, along with the flexibility of optional add-ons. The plans it offers include:
- Free: $0
- Standard: $20/org/month
- Professional: $50/org/month
- Premium: $70/org/month
- Elite: $150/org/month
- Ultimate: $275/org/month
Disclaimer: The pricing is subject to change.
Zoho Books Integrations
In addition to the broader Zoho ecosystem, the platform facilitates an easy integration with different third-app party applications, including:
- PayPal software
- Stripe
- Google Drive
- Slack software
Who Is Zoho Books For?
The platform is utilized across industries and businesses, such as:
- Engineering
- Information technology
- Financial services
- Agriculture
- Consultancy firms
Is Zoho Books Right For You?
Are you tired of spending time on repetitive financial tasks? Leverage Zoho Books and enjoy the benefits of smart automation. It puts categorization on autopilot, handling everything from expense sorting to invoice scheduling.
Furthermore, automated workflows, reminders, and follow-ups minimize manual effort, reduce errors, and free up time for high-value work. Zoho Books ensures complete data security and compliance by protecting your privacy through IP restrictions, two-factor authentication, SSL encryption, and more.
The platform has been a recipient of numerous awards and accolades which strengthens its credibility in the industry: Expert's Choice Award, and User Experience Award in 2019 by Finances Online. Zoho Books has a global base of satisfied customers, prominent names like Media Breeze and Marine Data Cloud.
Still unsure whether Zoho Books is the right choice for your business? Contact us at (661) 384-7070 to talk to our customer support agent, who will guide you in making an informed decision.
Zoho Books Features
Zoho Books features a complete inventory management system that helps you track fast-moving items, manage stock levels, and capture project-specific inventory details effortlessly. You can record changes, customize pricing, and generate inventory reports using the FIFO methodology. With built-in tools for listing and reordering, your inventory stays updated: reducing manual errors and improving operational efficiency.
Managing invoices becomes seamless with Zoho Books. You can send professionally designed invoices, automated follow-ups, and even schedule recurring billing cycles. It also supports digital signatures, advance payments, and retention invoicing, which helps you stay compliant while speeding up collections. The platform simplifies receivables and ensures your cash flow is always predictable.
With Zoho Books software, you can track multiple projects and their associated billable hours with ease. Users can customize their access, record project expenses, and manage advance payments - all in one place. Whether you are overseeing internal tasks or client-facing projects, the platform keeps everything organized and measurable, making project-based accounting simple and effective.
Stay on top of your business health with 70+ built-in reports including Profit & Loss, Cash Flow Statements, and Balance Sheets. The dynamic reports dashboard gives you quick insights into receivables, sales, top expenses, and more. You can even schedule reports on a weekly, monthly, or quarterly basis. For deeper insights, it allows integration with Zoho Analytics to enhance fraud detection and forecast smarter.
Zoho Books’ mobile app, available on iOS and Android, keeps your finances at your fingertips. The users can view KPIs, monitor performance, and send branded invoices on the go. The app also supports secure online payments, tracks outgoing bills, and provides access to essential financial reports.
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