Zoho Books Review 2025
Zoho Books Accounting Software Plans & Pricing
Zoho Books Comparison
Expert Review
Pros
Cons
Zoho Books Accounting Software's Offerings
Zoho Books is a robust cloud-based accounting solution designed to cater to small and medium-sized businesses (SMBs). With its wide range of features, intuitive design, and seamless integration capabilities, it stands out as a reliable tool for managing financial operations efficiently. Here’s a comprehensive review based on experience and research:
When you are considering different invoicing options, Zoho Books has one of the most affordable offerings out there. There are different plans that will suit different types of needs. There are three main packages on offer and you also have the ability to add additional features to these packages if needed.
Zoho Books offers a tiered pricing structure, ensuring affordability for businesses of all sizes:
Free Plan: Ideal for micro-businesses, covering basic accounting for one user and one accountant.
Standard and Professional Plans: More advanced features like purchase orders and multi-user support at budget-friendly rates.
Premium and Higher Plans: Designed for larger businesses, these plans include custom domain options, advanced reporting, and extensive user support.
The range of plans ensures scalability, allowing businesses to upgrade as they grow.
Strengths of Zoho Books
- Comprehensive features for invoicing, expense management, and reporting.
- User-friendly interface and mobile accessibility.
- Cost-effective pricing structure with scalable options.
- Automation and workflow customization reduce manual work.
- Excellent integrations within the Zoho ecosystem and with third-party apps.
Areas for Improvement
- While inventory management features are helpful, they may not be robust enough for businesses with complex supply chain needs.
- Higher-tier plans, while feature-rich, might be costly for small businesses with limited budgets.
- The learning curve for advanced features could be steep for users unfamiliar with accounting software.
Customer Support
You have the ability to get in touch with the team at Zoho Books by phone on a 24-hour basis between Monday and Friday. This support is free and has no limit to it.
There is also the option to use the live chat feature or send an email on a 24/7 basis. There is also a section on the Zoho Books website that contains answers to a lot of common questions. The quality of responses is top-notch across the board.
Features & Functionality
General Features
There are tons of great features associated with using Zoho Books. Billing and tracking for individual projects is an option, which allows you to compartmentalize everything involved with specific projects.
The tools to track inventory are very useful for managing your current stock and making sure that you do not run into any issues in this regard. You can get email notifications when inventory falls to a certain level. The accounting software has plenty of useful integrations to optimize the experience, such as joining with payment gateways and tax programs.
As well as the smooth desktop platform, there is also a Zoho Books app for mobile devices. This covers both Android and iOS phones, with Windows phone users also having their own app. This mobile offering allows you to complete a variety of key functions on the go, including making invoices, capturing receipts, recording your expenses, and tracking time that is billable.
Key Features
1. Invoicing and Receivables
Zoho Books simplifies invoicing by allowing users to create professional, customizable invoices with ease. It supports recurring billing, multi-currency transactions, and payment reminders. The client portal is a highlight, enabling customers to view their transaction history, download invoices, and make payments directly online. This level of transparency improves cash flow and enhances client relationships.
2. Expense Tracking and Payables
Managing expenses is effortless with Zoho Books. Users can record, categorize, and track expenses while attaching scanned receipts for accurate record-keeping. The platform also supports vendor management, purchase orders, and payment scheduling, providing a clear view of liabilities and helping avoid late payments.
3. Banking and Reconciliation
Zoho Books integrates seamlessly with multiple bank accounts and credit cards, offering automatic bank feeds and statement imports. Its bank reconciliation feature ensures accuracy by matching bank transactions with accounting records. This functionality reduces errors and saves time, especially during month-end processes.
4. Inventory Management
Basic inventory management tools help businesses maintain optimal stock levels. Features like reorder point settings, real-time stock tracking, and inventory valuation reports ensure efficient control over products, making it ideal for retail and manufacturing sectors.
5. Reporting and Analytics
Zoho Books provides over 70 customizable reports, including profit and loss statements, cash flow reports, and balance sheets. These insights enable data-driven decision-making, helping businesses understand their financial health and identify growth opportunities.
6. Automation and Workflows
Automation is one of Zoho Books’ strongest suits. It streamlines repetitive tasks such as recurring invoices, payment reminders, and email alerts. Custom workflows can also be created to fit specific business needs, increasing efficiency and reducing manual intervention.
7. Tax Compliance
Zoho Books is designed with tax compliance in mind. It supports tax calculations and filing reports and integrates with regional tax systems like VAT and GST. This ensures compliance while simplifying the tax process.
Tax Preparation
Streamline tax compliance with automated preparation tools.
Time-Saving Automations
Automate repetitive accounting tasks to boost efficiency.
Add-Ons
As well as the three main plans that are offered by Zoho Books, there are some add-on available if needed. If you want to add more users to your account, this will come at a monthly fee of $2 per user of a one-off annual payment of $20. This can be used for all of the different plans.
You can also get Zoho Books to mail hard copies of estimates or invoices to your customers. This snail mail service will cost $2 for each credit. A single credit is required for domestic US customers, with two credits necessary for international clients. Domestic mail can take up to five business days, will international mail can take 10-15 days.
There is also the ability to use an auto-scan feature for $5 monthly or a one-off $40 annual payment. This allows for as many as 50 scans in a month. After uploading the likes of receipts or invoices, they will get automatically scabbed in order to create the new transactions rather than you having to manually complete this step.
In terms of integrations, you are able to connect many popular payment processors to your Zoho Books account. This includes the likes of Square, Stripe, and PayPal. This allows for quicker invoice payments in a lot of cases. You can also integrate your credit card and bank accounts to Zoho Books. This allows you to keep track of everything going in and out of your accounts. In all, Zoho Books can integrate with hundreds of third-party apps, such as Uber For Business and G Suite.
Supported Devices
Access accounting tools seamlessly across various devices.
Performance:
Zoho Books is user-friendly, with an intuitive interface that caters to both accounting professionals and non-accountants. The mobile app enhances accessibility, enabling users to manage their finances on the go. The seamless integration with other Zoho apps (such as Zoho CRM and Zoho Inventory) further amplifies its value for businesses using multiple tools within the Zoho ecosystem.
Ease Of Use:
Zoho Books is easy to navigate and use, even for beginners. All of the tabs are neatly organized in the right corner of the desktop app, enabling easy access to whichever aspect you’re interested in. The dashboard provides all the required information regarding accounting and payments. There is absolutely no learning curve involved and neither team members nor accountants should have any problems using the app to its full potential from the start.
Uniqueness:
Zoho Books is a powerful, well-rounded accounting solution that excels in streamlining financial operations for SMBs. Its ease of use, automation capabilities, and integration options make it an excellent choice for businesses looking to simplify accounting processes without breaking the bank. Whether you’re managing day-to-day transactions or planning for growth, Zoho Books provides the tools needed to stay on top of your finances.
Verdict:
Zoho Books is definitely a great option for small to medium-sized businesses that are looking for an easy, yet effective way to manage their accounting and invoicing. It has tons of great features and you can choose between the various affordable pricing plans to find which one is the best fit for your needs.
Both the desktop and mobile apps are customizable and couldn’t be easier to use. By automating various aspects of the billing process through Zoho Books, you can likely free up some time to spend elsewhere on your business.
User Review
Write a Review- Easily configurable, excellent tracking, continuous updates, and extremely helpful customer service, just to name a few
- Nothing negative to say about this software. It's been a great contributor to my business
- Solid software! Best feature is the customization aspect to everything
- Can take some time to set up because it's so hands on
- Onboarding could be improved, but other than this everything is pretty efficient and on point