Zoho Books Features

Based on 140 Zoho Books reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. This feature was mentioned in 128 Zoho Books reviews.

Based on 138 Zoho Books reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

As reported in 149 Zoho Books reviews. The layout of the invoice template is fully customizable and you can add or remove fields.

Based on 138 Zoho Books reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Based on 136 Zoho Books reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections

Based on 126 Zoho Books reviews. Steamlines data entry by auto populating recurring or predefined vendor values

Based on 141 Zoho Books reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Based on 142 Zoho Books reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Based on 127 Zoho Books reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Based on 127 Zoho Books reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.

Based on 131 Zoho Books reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

As reported in 127 Zoho Books reviews. Automates recognition of revenue and expenses by defining recognition rules.

Based on 138 Zoho Books reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

As reported in 121 Zoho Books reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Based on 130 Zoho Books reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting

Based on 144 Zoho Books reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Based on 133 Zoho Books reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 147 Zoho Books reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 138 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 139 Zoho Books reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 143 Zoho Books reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 128 Zoho Books reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 142 Zoho Books reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 139 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 135 Zoho Books reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 132 Zoho Books reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 128 Zoho Books reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Provide integration with accounting and financial management software 110 reviewers of Zoho Books have provided feedback on this feature.

Based on 107 Zoho Books reviews. Integrates with other payments software

Deliver integrations with accounting modules of ERP systems 97 reviewers of Zoho Books have provided feedback on this feature.

Based on 126 Zoho Books reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.

Based on 126 Zoho Books reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Based on 129 Zoho Books reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 125 Zoho Books reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 114 Zoho Books reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions

Based on 118 Zoho Books reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data

Based on 120 Zoho Books reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based

Based on 116 Zoho Books reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments

Based on 115 Zoho Books reviews and verified by the G2 Product R&D team. Automatic scheduling to ensure that revenue is recognized at the proper time

Based on 103 Zoho Books reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.

Based on 100 Zoho Books reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.

Based on 116 Zoho Books reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 116 Zoho Books reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Provide standard invoice templates that can be customized by users This feature was mentioned in 105 Zoho Books reviews.

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 106 Zoho Books reviews.

As reported in 101 Zoho Books reviews. Automatically generates invoices at pre-defined time intervals

Allow users to consolidate multiple invoices into one 106 reviewers of Zoho Books have provided feedback on this feature.

Ability to create multiple types of invoices 101 reviewers of Zoho Books have provided feedback on this feature.

Manage invoicing for different types of products or services This feature was mentioned in 110 Zoho Books reviews.

Uses AI to automatically input data from receipts, invoices, and other documents 18 reviewers of Zoho Books have provided feedback on this feature.

Uses AI to generates, send, and track invoices 19 reviewers of Zoho Books have provided feedback on this feature.

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns 19 reviewers of Zoho Books have provided feedback on this feature.

As reported in 18 Zoho Books reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

As reported in 18 Zoho Books reviews. Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Based on 18 Zoho Books reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Based on 19 Zoho Books reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements

Based on 18 Zoho Books reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances 19 reviewers of Zoho Books have provided feedback on this feature.

Based on 18 Zoho Books reviews. Uses AI to analyze data to identify trends and make predictions

Enables synchronization of accounting data across devices in real-time This feature was mentioned in 13 Zoho Books reviews.

Based on 11 Zoho Books reviews. Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables 11 reviewers of Zoho Books have provided feedback on this feature.

Allows users to view and update certain data without an internet connection 11 reviewers of Zoho Books have provided feedback on this feature.

As reported in 10 Zoho Books reviews. Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices This feature was mentioned in 11 Zoho Books reviews.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input