Zoho Books
Manage your end-to-end accounting - right from invoicing to inventory & expenses with our cloud accounting software.
Zoho Corporation Pte. Ltd.
Summary
Zoho Books is a comprehensive cloud accounting software designed specifically for small and growing businesses. It serves as a central hub to manage your finances, automate business workflows, and facilitate collaboration across departments. The platform handles end-to-end accounting duties, from raising sales orders and invoicing to tracking expenses and managing inventory.
It streamlines bank reconciliation by connecting directly to your bank feeds, ensuring you stay on top of your cash flow without manual data entry. Crucially for business owners, Zoho Books simplifies tax compliance and generates audit-ready financial reports instantly. With its robust mobile app, stakeholders can monitor financial health and make decisions in real-time, regardless of location. It integrates seamlessly with popular payment gateways and other business applications, reducing administrative overhead and error rates.
Applicable Industry
Solution Category
Highlights
Streamline your daily financial operations with automated invoicing, recurring billing, and expense tracking to significantly reduce manual workload.
Gain real-time visibility into your cash flow and business performance through an intuitive dashboard and a fully functional mobile application.
Automate tax tracking on your transactions and generate timely tax reports to stay on top of compliance.
Service Packages and Offerings
Freebie
Free Plan (免費計劃)
Get started with free accounting software for solopreneurs and micro businesses
Service Packages and Offerings
- Create invoices, quotes, expenses & journals
- Manage vendors
- Sales receipts
- Mileage tracking
- Accept online payments
- Manage credits and refunds
- Enable self-service customer portal
- Automate payment reminders
- Bank reconciliation
- Setup recurring invoices
- P&L, Balance Sheet & 50+ Reports
- Manage tax rates and tax groups
- Generate tax summary reports
- and a lot more
Learn more
Service packages and offerings are subject to dedicated terms and conditions, please contact the service providers directly for further details
Quotation on Demand
STANDARD
Efficiently organize your transactions, accounts, reports, and books
Service Packages and Offerings
US$10 Price/Org/Month Billed Annually
3 users
Email, voice and chat room support
Everything in Free +
- Progress invoicingNew
- Connect bank feeds
- Generate divisional reports with reporting tags
- Setup recurring expenses
- Enable transaction period locking
- Early payment discount
- Retention paymentsNew
- Add custom fields
- Create custom reports
- Create journal templates
- API Access
- and a lot more
Learn more
Service packages and offerings are subject to dedicated terms and conditions, please contact the service providers directly for further details
Quotation on Demand
PROFESSIONAL
Confidently take on projects, track your inventory, and handle purchases
Service Packages and Offerings
US$20 Price/Org/Month Billed Annually
5 users
Email, voice and chat room support
Everything in Standard +
- 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
- and a lot more
Learn more
Service packages and offerings are subject to dedicated terms and conditions, please contact the service providers directly for further details
Quotation on Demand
PREMIUM
Enhanced customization and automation to streamline business processes
Service Packages and Offerings
US $30 Price/Org/Month Billed Annually
10 users
Email, voice and chat room support
Everything in Professional +
- Revenue recognition - Basic
- Fixed asset managementNew
- 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
- and a lot more
Learn more
Service packages and offerings are subject to dedicated terms and conditions, please contact the service providers directly for further details
Details
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Receivables & Payables: Manage invoices, estimates, and purchase orders; track payments and automate payment reminders.
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Banking: Connect bank accounts for automatic feeds and simplify reconciliation processes.
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Inventory: Track stock levels in real-time and replenish stock with automated reordering points.
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Time Tracking: Manage timesheets and bill clients for project hours seamlessly.
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Client Portal: Provide a secure portal for customers to view invoices, make payments, and track project progress.
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Reporting: Access over 50 detailed reports including Profit & Loss, Balance Sheet, and Cash Flow Statements.