# CustomBooks™ vs Zoho Books Comparison
---
## AI Generated Summary
- **G2 reviewers report** that CustomBooks™ excels in **customization** and **scalability** , allowing users to tailor the software to their specific needs. One user highlighted its ability to combine accounting, inventory management, and reporting in one platform, making it a versatile choice for small businesses.
- **Users say** that Zoho Books offers a **user-friendly interface** with an intuitive dashboard, making it easy to navigate through tasks like invoice creation and expense tracking. Reviewers appreciate how straightforward it is to understand reports, which enhances daily accounting workflows.
- **According to verified reviews** , CustomBooks™ has received praise for its **reliability** in organizing financial records. Users noted that it helps them turn scattered transactions into structured data, which is crucial for accurate reporting and understanding cash flow.
- **Reviewers mention** that Zoho Books is particularly effective for **invoice and payment tracking** , with one user stating that it simplifies managing invoices and expenses. This feature is especially beneficial for small businesses looking to streamline their accounting processes.
- **G2 reviewers highlight** that CustomBooks™ provides a high level of **support** , with users appreciating the quick response times from the software team. This aspect can be a significant advantage for businesses that require timely assistance with their accounting needs.
- **Users report** that while Zoho Books is a solid choice for basic accounting tasks, it may not offer the same depth of features as CustomBooks™ for businesses needing comprehensive solutions. CustomBooks™ users enjoy advanced functionalities like inventory management and detailed reporting, which can be crucial for growth-oriented businesses.



| | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 75 | 328 | 
| **Largest Market Segment** | Small-Business (58.6% of reviews) | Small-Business (72.4% of reviews) | 
| **Entry Level Price** | $19 month | $0 For businesses with turnover <50K USD per annum | 

---
## Top Pros & Cons

### CustomBooks™

Pros:
- Accuracy (3 reviews)
- Accurate Data (3 reviews)

Cons:
- Limited Customization (2 reviews)
- Missing Features (2 reviews)

### Zoho Books

Pros:
- Ease of Use (53 reviews)
- Invoice Management (27 reviews)

Cons:
- Missing Features (17 reviews)
- Poor Customer Support (12 reviews)

---
## Ratings Comparison
| Rating | CustomBooks™ | Zoho Books | 
|---|---|---|
  | **Meets Requirements** | 9.0 (61 reviews) | 8.8 (274 reviews) | 
  | **Ease of Use** | 9.0 (61 reviews) | 8.9 (280 reviews) | 
  | **Ease of Setup** | 8.9 (19 reviews) | 8.7 (156 reviews) | 
  | **Ease of Admin** | 9.1 (18 reviews) | 9.0 (111 reviews) | 
  | **Quality of Support** | 8.7 (61 reviews) | 8.3 (263 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (18 reviews) | 9.0 (110 reviews) | 
  | **Product Direction (% positive)** | 9.4 (59 reviews) | 9.3 (265 reviews) | 

---
## Pricing

### CustomBooks™

#### Entry-Level Pricing

Plan: StartUp

Price: $19 month

Key Features:
- Unlimited Transactions
- 1 Active User
- Unlimited Accountant/Bookkeeper Seats

[Browse all 4 editions](https://www.g2.com/products/custombooks/pricing)

#### Free Trial

Yes

### Zoho Books

#### Entry-Level Pricing

Plan: FREE

Price: $0 For businesses with turnover <50K USD per annum

Key Features:
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1,000)

[Browse all 4 editions](https://www.g2.com/products/zoho-books/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Accounting

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | 9.0/10 | 58 |
| **Zoho Books** | 8.2/10 | 186 |

#### General Ledger

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Journal Entries** | 9.2 (44 reviews) ✓ Verified | 8.6 (143 reviews) ✓ Verified | 
| **Tags / Dimensions** | 9.1 (37 reviews) ✓ Verified | 8.2 (130 reviews) | 
| **Audit Trail** | 9.0 (39 reviews) ✓ Verified | 8.4 (139 reviews) ✓ Verified | 

#### Accounts Receivable

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Invoice Customization** | 9.0 (39 reviews) ✓ Verified | 8.6 (154 reviews) | 
| **AR Automation** | 8.8 (36 reviews) | 8.2 (146 reviews) ✓ Verified | 
| **Collections Automation** | 8.4 (18 reviews) | 8.0 (140 reviews) ✓ Verified | 

#### Accounts Payable

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **AP Automation** | 9.0 (36 reviews) ✓ Verified | 8.3 (128 reviews) | 
| **Payment Processing** | 9.0 (39 reviews) | 8.6 (144 reviews) ✓ Verified | 
| **Purchase Orders** | 9.3 (37 reviews) ✓ Verified | 8.6 (146 reviews) ✓ Verified | 

#### Other Functionality

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Inventory Tracking / Ordering** | 9.1 (33 reviews) ✓ Verified | 8.1 (134 reviews) ✓ Verified | 
| **Inventory Pricing and Costing** | 8.7 (33 reviews) ✓ Verified | 8.0 (133 reviews) ✓ Verified | 
| **Inventory Reporting** | 8.9 (34 reviews) ✓ Verified | 7.9 (130 reviews) ✓ Verified | 
| **Multi-Entity / Consolidation** | 8.8 (32 reviews) ✓ Verified | 8.2 (134 reviews) ✓ Verified | 
| **Recognition Rules** | 8.6 (20 reviews) | 8.0 (129 reviews) | 
| **Reconciliations** | 9.2 (40 reviews) ✓ Verified | 8.5 (146 reviews) ✓ Verified | 
| **Payroll** | 9.1 (29 reviews) | 7.9 (123 reviews) | 
| **Time and Expense** | 9.0 (31 reviews) ✓ Verified | 8.4 (134 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Financial Statements** | 9.3 (46 reviews) ✓ Verified | 8.7 (153 reviews) ✓ Verified | 
| **Custom Reporting** | 9.1 (43 reviews) ✓ Verified | 8.4 (139 reviews) ✓ Verified | 
| **Budgeting / Forecasting** | 9.3 (37 reviews) ✓ Verified | 8.2 (132 reviews) ✓ Verified | 
| **Dashboards** | 9.1 (44 reviews) | 8.6 (153 reviews) ✓ Verified | 

#### Platform

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Customization** | 9.1 (36 reviews) ✓ Verified | 8.2 (147 reviews) ✓ Verified | 
| **Workflow Capability** | 9.0 (36 reviews) | 8.2 (145 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 9.0 (38 reviews) ✓ Verified | 8.8 (146 reviews) ✓ Verified | 
| **Internationalization** | 8.9 (31 reviews) ✓ Verified | 8.4 (130 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.2 (42 reviews) ✓ Verified | 8.8 (151 reviews) ✓ Verified | 
| **Output Document Generation** | 8.9 (40 reviews) ✓ Verified | 8.5 (141 reviews) ✓ Verified | 

#### Integration

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Data Import and Export Tools** | 9.1 (37 reviews) ✓ Verified | 8.6 (139 reviews) ✓ Verified | 
| **Integration APIs** | 8.7 (30 reviews) | 8.1 (140 reviews) | 
| **Breadth of Partner Applications** | 8.8 (29 reviews) | 8.3 (132 reviews) ✓ Verified | 

#### Cash Flow

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Track Cash Flow** | Not enough data | 8.6 (129 reviews) ✓ Verified | 
| **Income and Expenses** | 8.6 (6 reviews) ✓ Verified | 9.0 (133 reviews) ✓ Verified | 
| **File Exports** | Not enough data | 8.8 (129 reviews) ✓ Verified | 

#### Budgeting & Forecasting

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Budgeting / Forecasting** | 9.3 (37 reviews) ✓ Verified | 8.2 (132 reviews) ✓ Verified | 
| **Data Import** | Not enough data | 8.4 (127 reviews) ✓ Verified | 
| **Versioning** | Not enough data | 7.9 (116 reviews) ✓ Verified | 
| **Historical Data** | 9.7 (5 reviews) ✓ Verified | 8.2 (120 reviews) ✓ Verified | 

#### Revenue

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Revenue Types** | 8.9 (6 reviews) ✓ Verified | 8.6 (123 reviews) ✓ Verified | 
| **Revenue Allocation** | 8.3 (5 reviews) ✓ Verified | 8.6 (118 reviews) ✓ Verified | 
| **Scheduling** | Feature Not Available | 8.1 (117 reviews) ✓ Verified | 

#### Payroll

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Direct Deposit** | Feature Not Available | 7.8 (104 reviews) ✓ Verified | 
| **Check/W-2 Printing** | Feature Not Available | 7.5 (101 reviews) ✓ Verified | 
| **Tax Calculation** | Not enough data | 8.1 (119 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 8.7 (5 reviews) ✓ Verified | 8.6 (118 reviews) ✓ Verified | 

#### AI

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Data Extraction** | Not enough data | 7.4 (19 reviews) | 
| **Invoice Processing** | Not enough data | 8.0 (20 reviews) | 
| **Expense Management** | Not enough data | 8.1 (20 reviews) | 
| **Fraud Detection** | Not enough data | 7.2 (19 reviews) | 
| **Tax Compliance** | Not enough data | 7.9 (19 reviews) | 
| **Support Chatbots** | Not enough data | 7.6 (19 reviews) | 
| **Bank Reconciliations** | Not enough data | 8.1 (20 reviews) | 
| **Report Generation** | Not enough data | 8.0 (19 reviews) | 
| **Customizable Alerts** | Not enough data | 7.2 (20 reviews) | 
| **Predictive Analytics** | Not enough data | 7.5 (20 reviews) | 

#### Mobile Applications - Accounting

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Cloud Integration** | Not enough data | 8.1 (16 reviews) | 
| **Notifications** | Not enough data | 8.1 (12 reviews) | 
| **UI** | Not enough data | 7.1 (18 reviews) | 
| **Offline** | Not enough data | 7.6 (12 reviews) | 
| **Expense Tracking** | Not enough data | 8.8 (12 reviews) | 
| **Invoice Management** | Not enough data | 8.8 (15 reviews) | 

#### Agentic AI - Accounting

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Inventory Control

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | 9.3/10 | 39 |
| **Zoho Books** | N/A | N/A |

#### Multichannel inventory management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Warehouse Inventory Transfer** | Not enough data | Not enough data | 
| **Multichannel Inventory Syncing** | 9.3 (5 reviews) | Not enough data | 
| **Multi-Warehouse Routing** | Not enough data | Not enough data | 

#### 3PL inventory management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Client management** | 9.3 (5 reviews) | Not enough data | 
| **Marketplace connections** | Not enough data | Not enough data | 
| **3PL inventory tracking** | Not enough data | Not enough data | 

#### Inventory Management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Inventory Tracking** | 9.3 (5 reviews) | Not enough data | 
| **Inventory Costing** | Not enough data | Not enough data | 
| **Product Master** | 9.7 (5 reviews) | Not enough data | 
| **Inventory Forecasting** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### Inventory Management Platform Features

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Centralized Inventory Database** | 9.3 (26 reviews) | Not enough data | 
| **Inventory Level Dashboards** | Feature Not Available | Not enough data | 
| **Stock History Reporting** | 9.1 (25 reviews) | Not enough data | 
| **Low Stock Notifications** | 9.1 (25 reviews) | Not enough data | 
| **Bundles, Kits, & Variants** | 9.1 (24 reviews) | Not enough data | 
| **Asset Tracking** | 9.3 (14 reviews) | Not enough data | 
| **Inventory Forecasting** | Feature Not Available | Not enough data | 
| **eCommerce Integrations** | 9.1 (20 reviews) | Not enough data | 
| **Accounting Integrations** | 9.4 (25 reviews) | Not enough data | 
| **Data Exporting / Importing** | 9.0 (27 reviews) | Not enough data | 

### Order Management

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | N/A | N/A |
| **Zoho Books** | N/A | N/A |

#### Order Entry

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Entry** | Not enough data | Not enough data | 
| **Register** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 

#### Order Tracking

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Shipping** | Not enough data | Not enough data | 
| **Tracking** | Not enough data | Not enough data | 
| **Backorder** | Not enough data | Not enough data | 

#### Inventory Management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Stock Levels** | Not enough data | Not enough data | 
| **Flow Of Goods** | Not enough data | Not enough data | 
| **Reserving Goods** | Not enough data | Not enough data | 

#### Customer Management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Order Status** | Not enough data | Not enough data | 
| **Information Access** | Not enough data | Not enough data | 
| **Email Notifications** | Not enough data | Not enough data | 

#### Subscription Management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Payment Data** | Not enough data | Not enough data | 
| **Payment Gateway** | Not enough data | Not enough data | 
| **Billing** | Not enough data | Not enough data | 
| **Automatic Payments** | Not enough data | Not enough data | 

#### Agentic AI - Order Management

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Billing

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | N/A | N/A |
| **Zoho Books** | 8.7/10 | 120 |

#### Bill Generation

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Templates** | Not enough data | 8.6 (106 reviews) | 
| **Digital Billing** | Not enough data | 8.8 (107 reviews) | 
| **Recurring Billing** | Not enough data | 8.8 (102 reviews) | 

#### Bill Processing

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Consolidation** | Not enough data | 8.6 (107 reviews) | 
| **Batch Invoicing** | Not enough data | 8.4 (102 reviews) | 
| **Management** | Not enough data | 8.8 (111 reviews) | 

#### Integration

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Accounting** | Not enough data | 9.0 (111 reviews) | 
| **Payments** | Not enough data | 8.9 (108 reviews) | 
| **ERP** | Not enough data | 8.6 (98 reviews) | 

#### Agentic AI - Billing

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | N/A | N/A |
| **Zoho Books** | N/A | N/A |

#### Tracking

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Sales Tax** | Not enough data | Not enough data | 
| **VAT** | Not enough data | Not enough data | 
| **GST** | Not enough data | Not enough data | 
| **Exemptions** | Not enough data | Not enough data | 
| **Adjustments** | Not enough data | Not enough data | 
| **Localization** | Not enough data | Not enough data | 

#### Integrations

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 

#### Remittance

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Returns** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Global/Cross Borders** | Not enough data | Not enough data | 
| **Analytics** | Not enough data | Not enough data | 

#### Agentic AI - Sales Tax and VAT Compliance

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **CustomBooks™** | N/A | N/A |
| **Zoho Books** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Accounting Software](https://www.g2.com/categories/accounting)

**Unique to CustomBooks™ (2):** [Order Management Software](https://www.g2.com/categories/order-management), [Inventory Control Software](https://www.g2.com/categories/inventory-control-software)

**Unique to Zoho Books (2):** [Billing Software](https://www.g2.com/categories/billing), [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)


---
## Reviewer Demographics

### By Company Size

| Segment | CustomBooks™ | Zoho Books | 
|---|---|---|
| **Small-Business** | 58.6% | 72.4% | 
| **Mid-Market** | 28.6% | 22.8% | 
| **Enterprise** | 12.9% | 4.8% | 

### By Industry

#### CustomBooks™

- **Accounting:** 29.0%
- **Banking:** 7.2%
- **Government Administration:** 4.3%
- **Marketing and Advertising:** 4.3%
- **Arts and Crafts:** 2.9%
- **Hospitality:** 2.9%
- **Retail:** 2.9%
- **Financial Services:** 2.9%
- **Music:** 2.9%
- **Management Consulting:** 2.9%
- **Other:** 37.7%

#### Zoho Books

- **Accounting:** 16.2%
- **Information Technology and Services:** 14.6%
- **Computer Software:** 7.3%
- **Marketing and Advertising:** 7.0%
- **Education Management:** 2.3%
- **Retail:** 2.3%
- **Staffing and Recruiting:** 2.0%
- **Consumer Goods:** 1.7%
- **Apparel & Fashion:** 1.7%
- **Consulting:** 1.7%
- **Other:** 43.4%

---
## Alternatives

### Alternatives to CustomBooks™

- [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) — 4.0/5 stars (3832 reviews)
- [Xero](https://www.g2.com/products/xero/reviews) — 4.4/5 stars (1626 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (377 reviews)
- [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) — 4.3/5 stars (4251 reviews)
- [FreshBooks](https://www.g2.com/products/freshbooks/reviews) — 4.5/5 stars (975 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4807 reviews)
- [Wave](https://www.g2.com/products/wave/reviews) — 4.3/5 stars (323 reviews)
- [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) — 4.3/5 stars (1766 reviews)
- [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) — 4.3/5 stars (1058 reviews)
- [Acumatica](https://www.g2.com/products/acumatica/reviews) — 4.4/5 stars (2007 reviews)

### Alternatives to Zoho Books

- [Xero](https://www.g2.com/products/xero/reviews) — 4.4/5 stars (1626 reviews)
- [FreshBooks](https://www.g2.com/products/freshbooks/reviews) — 4.5/5 stars (975 reviews)
- [Wave](https://www.g2.com/products/wave/reviews) — 4.3/5 stars (323 reviews)
- [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) — 4.0/5 stars (3832 reviews)
- [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) — 4.3/5 stars (1766 reviews)
- [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) — 4.3/5 stars (4251 reviews)
- [TallyPrime](https://www.g2.com/products/tallyprime/reviews) — 4.5/5 stars (299 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4807 reviews)
- [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) — 4.2/5 stars (349 reviews)
- [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) — 4.0/5 stars (905 reviews)

---
## Top Discussions

### CustomBooks™

- Title: [How can i increase the safety protocol placed?](https://www.g2.com/discussions/33870-how-can-i-increase-the-safety-protocol-placed) — 2 comments, 1 upvote
  > **Top comment:** "Hi Aditya, I'm not sure what you are asking but if you'd like to email help@accountingsuite.com we can get you sorted"

### Zoho Books

- Title: [What is Zoho Books used for?](https://www.g2.com/discussions/zoho-books-what-is-zoho-books-used-for) — 4 comments
  > **Top comment:** "Online Accounting and Books"
- Title: [Is Zoho Books free?](https://www.g2.com/discussions/is-zoho-books-free) — 2 comments
  > **Top comment:** "They have a free plan with different customer and revenue restrictions."
- Title: [Are Zoho Books good?](https://www.g2.com/discussions/are-zoho-books-good) — 2 comments, 1 upvote
  > **Top comment:** "They are certainly amongst the top-tier !! They stand out in many ways. Very attractive and intuitive UI (web as native desktop and mobile), very stable..."
- Title: [What is Zoho Books used for?](https://www.g2.com/discussions/what-is-zoho-books-used-for) — 2 comments
  > **Top comment:** "Accounting purposes."
- Title: [How to use Zoho books dashboard effectively??](https://www.g2.com/discussions/how-to-use-zoho-books-dashboard-effectively) — 1 comment, 1 upvote
  > **Top comment:** "Understand the bar diagram of monthly income and expenses to analyse the company performance monthly "

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/custombooks-vs-zoho-books)