--- title: Zoho Books Reviews meta_title: 'Zoho Books Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 329 reviews by the users' company size, role or industry to find out how Zoho Books works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 329 scale: '5' date_modified: '2026-08-09' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Zoho Books Reviews **Vendor:** Zoho **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.4/5.0 **Total Reviews:** 329 ## About Zoho Books Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively. ## Zoho Books Pros & Cons **What users like:** - Users find Zoho Books to be **very easy to use** , allowing smooth management of their business across platforms. (53 reviews) - Users value the **efficient invoicing and GST management** of Zoho Books, streamlining their accounting processes effectively. (27 reviews) - Users value the **intuitive integration** of Zoho Books with other Zoho products, simplifying their accounting processes significantly. (19 reviews) - Users appreciate the **GST compliance and automation** features of Zoho Books, streamlining their tax management processes effectively. (19 reviews) - Users highlight the **easy-to-use interface** of Zoho Books, simplifying accounting tasks and improving overall workflow. (17 reviews) - Users appreciate the **seamless data integration** in Zoho Books, streamlining all accounting processes efficiently. (15 reviews) - Users value the **best invoicing tools and capabilities** of Zoho Books for efficient financial management. (15 reviews) - Cloud-Based (13 reviews) - Users find the **easy setup** of Zoho Books exceptionally straightforward, enhancing their overall experience with the software. (13 reviews) - Users value the **automation efficiency** of Zoho Books, greatly enhancing productivity and simplifying complex accounting tasks. (12 reviews) **What users dislike:** - Users find **missing features** in Zoho Books, like limited payroll options and basic inventory management, frustrating. (17 reviews) - Users find the **customer support slow** , often facing long response times and frustrating workarounds for complex issues. (12 reviews) - Users find the **pricing of Zoho Books to be high** , making it less accessible for smaller companies needing advanced features. (9 reviews) - Users face **data management challenges** with Zoho Books, especially while expanding and handling complex integrations and migrations. (8 reviews) - Users find **limited customization** in Zoho Books, wishing for more flexibility in reports and payroll features. (7 reviews) - Users find Zoho Books' **limited features** restrictive, particularly in payroll, customizations, and advanced analytics. (7 reviews) - Inadequate Reporting (6 reviews) - Users find the **learning curve challenging** for beginners, especially in advanced features and GST scenarios. (6 reviews) - Users find Zoho Books has **learning difficulties** that challenge small businesses, especially in accessing tutorials and managing entries. (6 reviews) - Subscription Costs (6 reviews) ## Zoho Books Reviews ### 1. Efficient and intuitive accounting software for small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Zoho Books?** Zoho Books has been a game-changer for managing finances across multiple clients. The automation features, such as recurring invoices and payment reminders save so much time, and the dashboard gives a clear overview of cash flow at a glance. I also find the seamless integration with other Zoho apps and third-party platforms like Stripe and G Suite useful. **What do you dislike about Zoho Books?** The biggest drawback for me is the lack of consolidated reporting across multiple entities. As someone who handles multiple legal entities, this limitation makes it hard to get a bird’s-eye view of overall financial performance. It would be amazing if Zoho offered native multi-entity consolidation or at least a more advanced workaround. Until then, I still need to export data and manually stitch reports together outside the system. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books has significantly reduced the manual workload involved in day-to-day financial operations. It streamlines invoicing, payables, bank reconciliations, and tax compliance across multiple entities. Features like automated journal entries, recurring transactions, and audit trails help ensure accuracy while improving overall efficiency. As a Finance Manager, I’ve been able to standardise processes, reduce errors, and maintain cleaner books, all of which contribute to faster month-end closes and better visibility for decision-making. It’s especially beneficial for lean teams managing multiple clients or subsidiaries. ### 2. Effortless to Use, Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zoho Books?** I find Zoho Books to be very user-friendly, which makes it easy to keep track of accounting and expenses for my business and my clients. I feel it is a better product compared to what I used before and the customer service and IT support are good. The initial setup was very straightforward and easy to implement. **What do you dislike about Zoho Books?** Nothing at this point. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books keeps accurate accounting and finance records intact, helping me prepare accurate financial statements and tax returns. ### 3. Effortless to Learn and Use for Everyone **Rating:** 5.0/5.0 stars **Reviewed by:** MUHAMMED R. | Technical Head, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Zoho Books?** Easy to use and any one can learn it in few days. **What do you dislike about Zoho Books?** Seperate subscription for additional branches and inventories. **What problems is Zoho Books solving and how is that benefiting you?** All accounts needs , bank reconciliation, e invoices, e-way bills. All these I can done in one platform that is zoho books ### 4. Seamless UI/UX Makes Financial Tasks Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Ranjit S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Zoho Books?** Seamless UI/UX for anyone to use with limited domain knowledge required **What do you dislike about Zoho Books?** Features like downloading financial statements and their filters can be made more structured **What problems is Zoho Books solving and how is that benefiting you?** Helping me send invoices easily and manage my books ### 5. Perfect Business suit for any entrepreneur **Rating:** 5.0/5.0 stars **Reviewed by:** Prashant D. | Technical Head , Aviation & Aerospace, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Zoho Books?** Being an Engineer and no prior experience in accounts, ZohoBooks made it possible for me to manage on my own (most of the things without involving an accountant). Main use of Zoho books for me is ability to track/ generate invoice/ quotes from literally anywhere, wether I am using a laptop or phone. **What do you dislike about Zoho Books?** There are still areas were one actually needs and accountant, which is not easy as most of the accountants still prefer tally over anything else. **What problems is Zoho Books solving and how is that benefiting you?** My quotes/ estimates and also invoices looks very attractive, very professional. The ability to create one literally from anywhere or any device is a plus point. ### 6. Powerful Platform Functionality with Feature-Rich Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Zoho Books?** platform functionality for all the features **What do you dislike about Zoho Books?** Difficult to locate certain features on the platform **What problems is Zoho Books solving and how is that benefiting you?** Books Management across multiple entities ### 7. Just a crazy good offer **Rating:** 5.0/5.0 stars **Reviewed by:** Jörg Dennis K. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Zoho Books?** I switched von Google Workdrive to Zoho One. The offer is just amazing. It was very easy to switch due to the migration tools, Zoho offers. And now we replaced much of our tool stack with tools from Zoho (like Bigin replaces Pipedrive, Books replaces our old accounting, Campaign replacing ActiveCampaign etc.) So Zoho is our daily driver for everything and with the Zoho One offer, it's really affordable. **What do you dislike about Zoho Books?** If you do not get support from India, e.g. when you are in LATAM and have support by a local partner, the quality of support is/can be much lower, as the partners are lacking the experience and direct contact to the development teams. **What problems is Zoho Books solving and how is that benefiting you?** It has become the operating system of our company. ### 8. user friendly and not technical like others **Rating:** 4.5/5.0 stars **Reviewed by:** BASHEER A. | Owner, Leisure, Travel & Tourism, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Zoho Books?** how it is easy to navigate and allows multiple users including my accountant to gain access at anytime **What do you dislike about Zoho Books?** sometimes a little too simplistic. Good do with a more features like google reviews or TripAdvisor to allow customers to review your business **What problems is Zoho Books solving and how is that benefiting you?** you can bill and invoice a customer anytime and any palace - the app is even better ### 9. Best accounting system **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamed E. | Tour Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Zoho Books?** ease of use ease of generating the invoice **What do you dislike about Zoho Books?** actually, it is very good for me I did not find anything bad **What problems is Zoho Books solving and how is that benefiting you?** Generating the tax invoice make me amend the invoice easily ### 10. Super strong and full feature packed Financial tool **Rating:** 5.0/5.0 stars **Reviewed by:** Prashant k. | Freelance CAD Designer (Full time) | Mechanical engineer | CAD Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Zoho Books?** Easy to use and get started, it has all the features I need to manage my small business without any cost. **What do you dislike about Zoho Books?** More tutorials are needed to integrate it with other Zoho offerings. **What problems is Zoho Books solving and how is that benefiting you?** It help me keep track of my expenses, earning, raising invoices, tracking payments, everything. ### 11. The best accounting/bookkeeping platform I have used **Rating:** 5.0/5.0 stars **Reviewed by:** Jordyn W. | Head of Finance & Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Zoho Books?** Zoho Books has an easy to use interface, across web and mobile apps. Transactions are easy to create, edit and send to customers, suppliers and other users. Portals are super helpful for our customers and suppliers to view their transactions with us, as well as add or update their details and add credit cards and/or direct debits. **What do you dislike about Zoho Books?** Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books helped us move away from Xero, which as helped us integrate with a solid suite of apps to help us deliver products directly to our customers. Books is easy to grasp, highly secure and reliable. We have never had an issue accessing it, even outside of normal business hours. ### 12. Best Accounting Software **Rating:** 4.5/5.0 stars **Reviewed by:** Mehul P. | Finance Manager, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Zoho Books?** one of best in ZOHO Books is Cloud Based Software and automatic Bank Entries show as well as bank reconciliation **What do you dislike about Zoho Books?** Most of the features is okay but only use on Internet. **What problems is Zoho Books solving and how is that benefiting you?** ZOHO books is best of accounting but In this invoice process, the export invoice is not organized. If possible, it will automatic show proper rate for banking rate ### 13. Cost-Effective Simple Yet Powerful Accounting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Steven T. | Broadcast Television Facilities Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Zoho Books?** Zoho books offers a very straightforward approach with a friendly UI. They have excellent customer service and offer competitive pricing and a feature-rich platform. **What do you dislike about Zoho Books?** Zoho does not have a direct way to migrate from some platforms such as Intuit QuickBooks but you can still accomplish such migrations due to their thorough guides (and if you get stuck they have a team willing to assist). **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books offers powerful professional invoicing with great templates, customer portal options, and the ability to even enable recurring invoicing for clients/customers with subscription-related services that renew on a regular basis. ### 14. Good but always room for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Madhur G. | Freelancer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2025 **What do you like best about Zoho Books?** GST friendly, tools, cloud based, accessible from anywhere, globally available. **What do you dislike about Zoho Books?** Complex, not at all user-friendly for small businesses, accessing tutorials is also complex. **What problems is Zoho Books solving and how is that benefiting you?** GST compliance ### 15. Using ZOHO Books for an international moving company **Rating:** 5.0/5.0 stars **Reviewed by:** David L. | Event Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Zoho Books?** excellent accounting software that fully integrates with all ZOHO products **What do you dislike about Zoho Books?** nothing i can say bad about ZOHO Books works excellent **What problems is Zoho Books solving and how is that benefiting you?** fully integrated program that handles all of our accounting needs ### 16. Zoho One lacks B2B lead management efficiency **Rating:** 2.5/5.0 stars **Reviewed by:** Peter S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Zoho Books?** Zoho One offers a comprehensive suite of tools that integrate well with each other, which is great for streamlining multiple business functions in one place. The level of customisation available in some modules is useful for adapting the system to different business needs. **What do you dislike about Zoho Books?** The lead management process is frustrating for B2B companies. Zoho’s requirement to map a “Last Name” for all leads, even when only working with companies, leads to inefficient workarounds. As a B2B business, I source company details, not individual contacts, and Zoho's CRM doesn't provide a proper solution for mapping company information efficiently. The support process was also slow, and the workaround offered added more manual work, which defeats the purpose of using a CRM to streamline operations. **What problems is Zoho Books solving and how is that benefiting you?** Zoho One helps centralise multiple business processes, offering an all-in-one solution for managing operations, marketing, sales, and accounting. Its integration with other tools in the suite, such as Zoho Books, helps streamline invoicing and accounting, which saves time and improves operational efficiency. However, its lead management system for B2B businesses is far from ideal, creating inefficiencies rather than solving them. ### 17. Zohobooks for small scale business **Rating:** 4.0/5.0 stars **Reviewed by:** Nidhi y. | Account Executive, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about Zoho Books?** Access all accounting features in one place, from quotations to reports. Everything you need is right here. You can also create delivery challans and file GST seamlessly. Best for small to medium scale business. Ease to integrate the data with customer, you can use it on mobile app as well. **What do you dislike about Zoho Books?** The customer support for this software experiences take too long for revert and it could should be improved. **What problems is Zoho Books solving and how is that benefiting you?** You can easily access user data in one place and modify billing address descriptions or add new customers. You can choose your preferred invoicing format, and file GST directly from the Zoho portal. Everything from invoices and POs to credit notes and e-way bills can be managed in one location, eliminating the need for double entry. ### 18. Best Accounting softwere for small sacle business **Rating:** 4.0/5.0 stars **Reviewed by:** Ameen C. | Co-founder @ https://ride.rent | https://zomy.in | https://dotless.ae | https://uride.rent | https://hop.holiday, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2025 **What do you like best about Zoho Books?** Zoho books is very easy to use. User friendly **What do you dislike about Zoho Books?** They delate your data if you didn't use for more than 6 months **What problems is Zoho Books solving and how is that benefiting you?** Its free to start using Zoho books, they only charge once you grow ### 19. Easy to set up and use. This is perfect for my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Vivian L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2025 **What do you like best about Zoho Books?** Its ease of use and set up. I like the dashboard as it shows me everything i need. **What do you dislike about Zoho Books?** I would like to be able to speak to someone sometimes. So perhaps better customer support. **What problems is Zoho Books solving and how is that benefiting you?** It's helping me keep track of all my expenses and income ### 20. Most versatile client portal i've used. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2024 **What do you like best about Zoho Books?** All-in-one platform that enables to to manage finances efficiently, and invoice easily. Easy to use and has a good Free plan. **What do you dislike about Zoho Books?** There's a limit on the number of monthly invoices, plus, more advanced features are only available for more premium versions. **What problems is Zoho Books solving and how is that benefiting you?** Helps streamline workflow by making it easy to create and submite proposals and invoices, helping me focus on other tasks. ### 21. Very helpful and simple sorted product to maintain the books. Provide accurate reports. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashima K. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Zoho Books?** Online banking: Integrate and update the ledger in a second. **What do you dislike about Zoho Books?** Identify challenges in reconciling the Vendor and Customer ledger directly with a single journal entry. **What problems is Zoho Books solving and how is that benefiting you?** Maintain the day-to-day accounting and obtain the different types of reports. ### 22. Powerful and easy to use Accounting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Zoho Books?** Features like : 1) Document Management : so one does not have to search for related documents 2) Audit Trail **What do you dislike about Zoho Books?** So far finding it very user friendly and easy to use. May be later I may find some areas of improvement **What problems is Zoho Books solving and how is that benefiting you?** Analytical and reporting parts are very helpful and saving lot of my man hours ### 23. ZOHO is good software for books keeping **Rating:** 4.0/5.0 stars **Reviewed by:** Neha T. | Manager - Human Resource, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Zoho Books?** It helps to maintain large information about invoices and taxes **What do you dislike about Zoho Books?** Needs to be more simplified for customer use **What problems is Zoho Books solving and how is that benefiting you?** Its helps in invoicing to our customers ### 24. Application for all level of business **Rating:** 4.0/5.0 stars **Reviewed by:** Guru B. | senior sales executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2024 **What do you like best about Zoho Books?** Zoho Books is one of the simple to use interface to create estimate and invoice. it allows to create a estimate with and with out GST that provides felxibility for businesses. the major advantage is it's affordable pricing with various plans to suit different business and their requirments **What do you dislike about Zoho Books?** Zoho Books has limitation in customization for reports and invoice . Zoho Book is easy to integrate with other ZOHO applications but it is challenging to integrate with third party applications. it very complicate to migrate data for business with large number of data **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books helps me to give a detailed estimate for customer requirements with and with out GST and it can also be converted to invoice easily. clone feature is very useful in creating quick estimate for similar requirments ### 25. It's a worth buying tool **Rating:** 5.0/5.0 stars **Reviewed by:** Akshay K. | Co-Founder & CGO, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Zoho Books?** It makes legal work easy & has the required features. **What do you dislike about Zoho Books?** I can't customize more, for example, the title of the Invoice. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books helps us manage invoicing, expenses, and payments more easily and accurately. It saves us time by automating tasks and gives us clear reports on our finances, helping us make better decisions. Plus, since it's cloud-based, we can access it from anywhere, which keeps our team in sync. It also integrates with other tools we use, making our work smoother and more efficient. ### 26. very useful and secure platform **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline B. | Inventory Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Zoho Books?** All accounting tasks have been easier to carry out through Zoho Books, its ease of entering data and doing automatic calculations is the best thing that can happen to me, to tell the truth I don't like accounting because of all the number management that is involved. It has but with Zoho Books it is much easier to carry out operations. It has been my salvation for generating accounts receivable because it is also very secure and you have confidence that the data entered will not be exposed. **What do you dislike about Zoho Books?** It has been a very professional use where everything has gone very well with each operation and there are no system failures. **What problems is Zoho Books solving and how is that benefiting you?** It makes my financial life easier by being able to use Zoho Books without needing to be an accounting expert. I have even used it for my personal life and it helps me keep my accounts clear. ### 27. Zoho books are very impressive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2025 **What do you like best about Zoho Books?** Zoho helps us to find out New hires and Birthdays in the organization , can view our payslips very detailed **What do you dislike about Zoho Books?** Nothing seems to be dislikes about zoho books **What problems is Zoho Books solving and how is that benefiting you?** Zoho helps us to make the expenses via zoho expenses which helps to make thing more clear and transperent ### 28. Zoho books is affordable accounring software **Rating:** 3.5/5.0 stars **Reviewed by:** Mahima A. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about Zoho Books?** Zoho books is very user friendly and affordable software including multi languages and currency accounting effects **What do you dislike about Zoho Books?** Zoho books have limited payroll features, customizations international tax complexity **What problems is Zoho Books solving and how is that benefiting you?** Zoho solved managing financing problems the most and benefits are they can easily create invoice and bills and save time and errors ### 29. Zoho books review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Zoho Books?** Great customer support basing online they are pure **What do you dislike about Zoho Books?** Efficiency and good customer service together with quality online suite **What problems is Zoho Books solving and how is that benefiting you?** How to keep records in accounting sector ### 30. Hard to Have support **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Zoho Books?** Zoho Can be integrated very well but it is have a lot of issues **What do you dislike about Zoho Books?** The support is not so good they are not solving the issues they care about how to get money from you more then anything else **What problems is Zoho Books solving and how is that benefiting you?** we had alot of problem regeding the zakat and the support team Give us a unuseful solutions ### 31. A full accounting app at a very good subscription price! **Rating:** 4.0/5.0 stars **Reviewed by:** Teresa K. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Zoho Books?** When I started freelancing, I had to use at least three different apps to keep track of my new business. When I found Zoho Books, I canceled all three because Books handles everything! It allows me to set up clients, projects, tasks, and track time. From there, I can generate invoices and accept payments via credit card and even ACH. And it is a full accounting software, too. So helpful at tax time. **What do you dislike about Zoho Books?** My only issue with Books is that their support sometimes gives me too technical answers. It would be most helpful if they could talk to me as a user and not an IT person. **What problems is Zoho Books solving and how is that benefiting you?** It helps me keep track of my business fully. I only have to log into one app to track time, invoice clients, receive payments, reconcile bank accounts, and prepare tax reports. ### 32. Awful Experience **Rating:** 0.0/5.0 stars **Reviewed by:** Vitaliy V. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Zoho Books?** I used to like that it would connect to accounts and that it was included as part of my Zoho one subscription until it broke and support was non-existent. **What do you dislike about Zoho Books?** It just disconnected from my banks with no notifaction and support can't fix it. They want me to do everything manually which defeats the whole purpose of the software. Essentially useless. A lot of Zoho products are just slapped together and break constantly. Their plugin reviews and off-site reviews show that quite clearly. **What problems is Zoho Books solving and how is that benefiting you?** Not solving much anymore. Thankfully my bank introduced an accounting feature this year so I can just do things through them. ### 33. Meets all requirements for accounting processes **Rating:** 4.5/5.0 stars **Reviewed by:** Marie S. | Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2023 **What do you like best about Zoho Books?** I appreciate that our invoices can be readily monitored, that they can be sorted by date, invoice number, status, or search by client or dollar amount, and that it can link with a variety of services, including Paypal, Payflow Pro, and Square. Zoho Books is an amazing accounting solution on the market, the main features that Zoho offers include automated reconciliation in the banking module, GST compliance, and interaction with other programs such as Zoho Analytics to generate dashboards and deliver vital insights. It is an excellent accounting tool that can automate regular bills and installment changes and is frequently monitored or freely integrated to other Zoho suite products such as Zoho CRM. **What do you dislike about Zoho Books?** Business expenditure reports may be time-consuming, especially if you have many business entities, it's all too simple to be in the wrong company "view" and wind up entering your work in the wrong corporation. Zoho Books has to work on the data extraction aspect; the data output in Excel has formatting issues and is often difficult to handle; and the online display of reports such as Balance Sheet, P&L, and Trial Balance is obsolete and may be improved, improvement, everything else is great and noteworthy. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books is an all-in-one accounting software that categorizes all your receivables, payables, invoices, and estimates, moreover, since we use various other Zoho apps such as CRM, it is a seamless integration to complete tasks like creating customers and linking activities like quotes and invoices to CRM, Zoho Books comes with rich features and many other Zoho applications that help you solve many complex business problems. Great features include automatic adjustment of banking modules, cloud storage, easy remote access, analytics and advanced intelligence with Zoho Analytics and Zoho Books, and integration with amazing payment strategies like PayPal and Stripe, you can process many payments and track them through robot updates. ### 34. Easy-to-use software with excellent features and powerful reporting capabilities. **Rating:** 4.5/5.0 stars **Reviewed by:** Ancel K. | Business Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2023 **What do you like best about Zoho Books?** It has a clean and simple UI with loads of automation to help with reporting, budgeting, and payment administration, It is also simple to integrate with the Zoho platform and third-party applications. Zoho Books is a cloud-based accounting software that can link with payment gateways, banks, and other financial institutions, making it simple to track, make, and receive payments. Zoho Books is a top-notch program that does all I need and much more, making accounting simple. **What do you dislike about Zoho Books?** It is strict about following the procedure, and you are somewhat limited in utilizing handwritten journal entries, so you must make sure you do everything correctly the first time. To take use of all the wonderful intricacies and features, further training is necessary. **What problems is Zoho Books solving and how is that benefiting you?** We use software to manage all project accounting, including invoices and accounts payable, this will save you a lot of time, find everything you need for your company, It's also very easy to share information with other colleagues. Zoho With Books allows you to do accounting, share financial data with your team, collect payments, and more, this software meets all your procurement, billing, and financial analysis needs. ### 35. Simplify accounting with Zoho Books has everything you need. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Zoho Books?** One of the things I like most about Zoho Books is its user-friendly interface, the software is intuitive and easy to use, making it accessible to users of all experience levels, this is especially useful for small business owners and entrepreneurs. You may not have a lot of accounting experience, another great feature of Zoho Books is its integration with other Zoho products, If you are already using other Zoho software like CRM or Invoicing, you can easily connect them to your Zoho Books account for seamless data transfer. This saves time, reduces cost and risk of errors, there's a lot to like about safety and feasibility, I think the two-factor authentication, the various transaction recovery options, and all the other things that you need to keep your business running are working very well. **What do you dislike about Zoho Books?** A major disadvantage of Zoho Books is that it may lack sophisticated functionality compared to other accounting software solutions; while it provides a wide range of tools, it may not be the ideal option for firms with highly particular needs or those require a high level of customisation. Another issue I have with Zoho Books is its limited reporting capabilities; while the software provides some basic reporting choices, it lacks the comprehensive reporting tools seen in other accounting applications. Customer service may be significantly improved. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books helps businesses optimize their accounting processes by providing a user-friendly interface and a wide range of services such as invoicing, expenditure monitoring, and bank reconciliation, which may save time and money, errors are reduced, allowing business owners to focus on other parts of their operations. Second, it assists organizations in better managing their money by giving real-time financial information and data that may aid in decision-making and budgeting, It addresses practically all billing and accounting concerns, and I can gladly report that the experience has been fantastic so far in invoicing, payment tracking, and inventory sorting. ### 36. Fluid, powerful, fairly user friendly even if you don't know what you are doing **Rating:** 5.0/5.0 stars **Reviewed by:** Travis H. | Sole Proprietor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Zoho Books?** The ability to carry multiple organizations has been significantly helpful for my uses. The application range has made it easy for my team and I to collaborate on the fly. The look and feel is very clean, makes sense with a little bit of learning, and has a lot of tools o haven't even begun to dig into. I am beyond excited to keep integrating it further into our operations. Using the product on a daily, weekly, monthly, or quarterly routine has been fairly seamless for our team. **What do you dislike about Zoho Books?** I have had some challenges with the way services link, though with the appropriate help from the Zoho team; everything has been stellar. I honestly cannot think of something I didn't appreciate or could understand the limitations. Other products have had gla ing defects. I am failing to find them for Zoho books, though I know some of the integration and extension stream could have some improvement. One area of challenge was implementation. Though, again, I can understand the issue we had. To avoid the issues we had to resolve; ensure you implement and setup Zoho books using the instructions. Oversight or mismanagement is easy to cause. Knowledgeable individuals and professionals that have used this product frequently can disregard. Though for you newbies, follow the setup steps! **What problems is Zoho Books solving and how is that benefiting you?** Consolidating everything to a single location has been huge. Having our billing, subscriptions, all the elements available in a well thought out system has increased productivity. Benchmarks and data management has also improved by leveraging the systems available within Zoho Books. This streamlines the information and makes reconciliation a less complex process. ### 37. Excellent software makes accounting easy. **Rating:** 4.5/5.0 stars **Reviewed by:** Darlene V. | Project Manager, Clinical Supplies, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Zoho Books?** It is really simple and intuitive to use, which simplified the whole accounting process. I especially appreciate the different reports that can be exported with the press of a button. Zoho Books has all of the functionality required for transparent accounting. GST compliant invoices may be issued from Zoho Books, and journal entries are created immediately when clients pay an invoice. Bank statements instantly connect with Zoho Books, making bookkeeping simple. **What do you dislike about Zoho Books?** Because it has cloud access, information virus can arise, strange intruders can access sensitive data, custom reports in Zoho Books are a little flaky and not very flexible to use/view, and it does not allow or enable complicated management reports. It takes a lot when you obtain data from many sources and sometimes you can't manage the data properly; it may have been better if they added exact formats in Zoho and linked with their partners. **What problems is Zoho Books solving and how is that benefiting you?** It is assisting us in automating our accounting compliance, where we have granted payroll access to submit costs (subaccounts), and it has also made the whole accounting process significantly easier. Zoho Books simplifies accounting and bookkeeping by creating GST-compliant invoices and recording payments in a single program, reducing total bookkeeping time and thereby increasing performance. Zoho Books manages our financial needs very easily by correctly recognizing transactions, facilitating collection and payment, and managing employees' salaries and wages on time. It has improved the smoothness and satisfaction of my suppliers and employees, and has made collections easier. ### 38. Time Saver Accounting Books **Rating:** 4.5/5.0 stars **Reviewed by:** Shivam G. | Lead Revenue Operations, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Zoho Books?** The application is saving my time and energy. we are also getting the auto generated best reports for the operational decisions. **What do you dislike about Zoho Books?** Need to improve the support and also add professionals in support heldesk. **What problems is Zoho Books solving and how is that benefiting you?** We moved here from tally. we automated the process to save our time. ### 39. Zoho Books changed the way we looked at company book keeping and saves us tens of hours a month **Rating:** 5.0/5.0 stars **Reviewed by:** Stewart S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Zoho Books?** Its simplicity and the way it integrates with other packages oin the Zoho One platform. **What do you dislike about Zoho Books?** Honestly, nothing at all. It works well and is good value for money. **What problems is Zoho Books solving and how is that benefiting you?** We used to have hand made invoices that needed to be promnted out and later incorporated in a leger by our accountant who then worked out the taxes, VAt etc. Zoho books literally does all this on the fly, with immediate calculations. Our accountant now logs in from home and does this without us dropping of a car boot full of paperwork. ### 40. Great Product for Small Businesses **Rating:** 4.0/5.0 stars **Reviewed by:** David A. | Accounting Trainee, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Zoho Books?** What I love most about Zoho Books is its user-friendly interface and comprehensive features. It simplifies complex accounting tasks, making it perfect for someone like me based in Pretoria, South Africa, working in accounting. The ability to track expenses seamlessly, create customized invoices, and access it all on the go through the cloud is a game-changer. As someone who loves music and sports, the time-saving automation features are a real plus. Zoho Books provides in-depth insights into financial health, empowering informed decision-making. It's a reliable companion in the world of accounting, and that's what I appreciate the most. **What do you dislike about Zoho Books?** While Zoho Books offers many advantages, one aspect that may be a drawback is the learning curve for users who are new to accounting software. The extensive features and customization options, although beneficial, might be overwhelming initially. Additionally, some users have reported that customer support can be improved, particularly in resolving complex issues promptly. As someone based in Pretoria, South Africa, working in accounting, a more seamless support experience would be beneficial. Despite these challenges, Zoho Books remains a powerful tool once you become familiar with its functionalities, providing substantial value in managing finances efficiently. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books effectively addresses various challenges in accounting, significantly benefiting my professional life in Pretoria. Firstly, it streamlines complex financial tasks, making expense tracking and invoice customization seamless. The cloud-based accessibility ensures I can manage finances anytime, anywhere, a crucial convenience for someone working in accounting. The software's robust features provide in-depth insights into financial health, aiding in informed decision-making. Automation features save considerable time, allowing me to focus on other aspects of my work and interests, such as music and sports. Despite a learning curve, Zoho Books ultimately solves the problem of efficient financial management, serving as a reliable and valuable tool in my daily professional endeavors. ### 41. Virtual books within a click **Rating:** 4.0/5.0 stars **Reviewed by:** Aviraj K. | Online brand reputation executive , Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Zoho Books?** Give us a quick results to our response and requirements **What do you dislike about Zoho Books?** Not easy to learn every features as it has vast features **What problems is Zoho Books solving and how is that benefiting you?** Preparing estimation,SO ### 42. Excellent for International Business Transactions **Rating:** 5.0/5.0 stars **Reviewed by:** Gladys J. | Certified Productivity & Personal Finance Coach , Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Zoho Books?** Stability,convenient and secure for international business transcription. Ease of tracking cash flow . Perfect integrations with other accounting tools. Customisable reports based on business needs. **What do you dislike about Zoho Books?** Though chuck to use for beginners,once you get used to it is much fantastic. **What problems is Zoho Books solving and how is that benefiting you?** Perfect in maintaining good financial health for business through single page of all financial management and reporting. ### 43. Easy to use multi-currency accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Sameh M. | Co-Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Zoho Books?** Easy to use, easy to implement. We're a software company that works globally, and we use it with multiple currencies for our invoicing, as well as our expenses and payroll. Didn't have the need for integration. **What do you dislike about Zoho Books?** Reporing is basic, can be better. Didn't find anything else so far. **What problems is Zoho Books solving and how is that benefiting you?** Managing invoicing, payables, expenses, bank accounts and salaries. ### 44. Simplified accounting suite for SMEs **Rating:** 4.5/5.0 stars **Reviewed by:** Aprajeeta S. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Zoho Books?** I've been already using Zoho's products to align my business operations. When I found Zoho books in the list, I instantly liked that I can centrally manage book-keeping with Zoho. The platform is very sleek, hence I didn't find much challenge feeding in details. I could get P&L statements and various business reports in a single click, saving me from hours of work. **What do you dislike about Zoho Books?** Nothing specific as such at my stage of usage. **What problems is Zoho Books solving and how is that benefiting you?** The software is helping me manage my accounts as well as the reports required to analyze our financial progress just by clicking under the reports section. This saved me a lot of hours that I spent working on reports otherwise. ### 45. The Best Accounting Software with 100% GST Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Piyush J. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2022 **What do you like best about Zoho Books?** The GST Return Filling is the best part of this Software. **What do you dislike about Zoho Books?** The Pricing of Software is Bit High, It will be better if it is lesser. **What problems is Zoho Books solving and how is that benefiting you?** The GST Return Filling problem solved in Zoho Books, It files returns on a single click only. ### 46. It has completely changed the way my company's finances are managed. **Rating:** 3.5/5.0 stars **Reviewed by:** Rodolfo D. | Presales Engineering & Deal Manager, Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Zoho Books?** I like the ease with which I can keep track of my finances. I can keep an updated record of my income and expenses, as well as track which invoices are due and which I have already paid. my accounting is much clearer and more efficient. **What do you dislike about Zoho Books?** On rare occasions the synchronization with my bank can take a while, and I have run into minor data loading errors. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books has saved time as everything is now centralized and accessible in one place, the ability to generate detailed reports allows me to have a clear view of financial performance. ### 47. Advantages and Disadvantages of Zoho Books **Rating:** 4.5/5.0 stars **Reviewed by:** Karan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Zoho Books?** It has as untutive interface that's easy to navigate, making it simple for user, even those without extensive accounting knowledege. also Zoho Books offer a wide array of features covering invoicing, expense tracking, inventory management, bank reconciliation and more. **What do you dislike about Zoho Books?** In my prospective I think it a best but some users might find limitaions in customization option as compared to more advance accounting software when it comes to highly specific or complex requirement And also like other software Zoho books also encounter occasional bugs or glitches but team is very supportive to solve issues **What problems is Zoho Books solving and how is that benefiting you?** It streamline accounting task like invoicing, expenses tracking, Bank reconciliation and financial reporting. It also help to access thier client to check thier financial data from anywhere,enabling better collabration among teams. It benefiting me in diffrent ways : 1) better decsion making 2)Enhanced Assessibility 3)Simplified Financial Management 4)Improved invoicing and payment processing ### 48. Excellent cloud based accounting and business management software **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel L. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Zoho Books?** Extremely flexible for almost any type of business. Easy to learn and easy to train others. You can run your business with your cell phone, tablet, or computer. I have used Zoho Books for running an importing and exporting company. It's use of multiple currencys works great with suppliers in other countries. It's free version is great for start ups and small businesses. You can upgrade for extra features as your needs and business grows. It will link to your bank and credit card accounts, which makes tracking expenses easy. They have in app chat support that is fairly responsive. You don't have to wait long to get a live person for help. I recommend this software to my friends and businesses. Zoho suite of apps all work together. **What do you dislike about Zoho Books?** There is very little to say about what I dislike about Zoho Books. I would improve their customization capabilities for their templates of invoices, purchase orders, and other business forms. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books quickly made my startup business looking professional from the start. I was able to track my payables and receivables, email or text message an invoice with my cell phone. I was able to trach purchases and maintain accurate inventories. I am able to export data and create PDF reports for sales and accounting. ### 49. Zoho Books, Best kept secret in Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Donald P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2024 **What do you like best about Zoho Books?** Easily, the easiest to use, actually works as it is implemented. Integrates easilty with many features to use. **What do you dislike about Zoho Books?** Zoho does not do much marketing in the United States. **What problems is Zoho Books solving and how is that benefiting you?** Zoho Books is the first accounting tool that I have actually been able to implement myself and execute. ### 50. Excellent cloud based software for businesses. **Rating:** 4.5/5.0 stars **Reviewed by:** Zeel P. | Student Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Zoho Books?** Time-saving automation features keep my books in perfect order. Seamless invoicing and real-time updates provide a clear overview of my business finances. Navigating Zoho Books is an efficient way, making financial management effortless. **What do you dislike about Zoho Books?** The mobile app lacks some desktop features, limiting on-the-go functionality. Occasional delays in syncing between app and web versions can be frustrating. Customer support should provide more detailed guidance for complex issues. **What problems is Zoho Books solving and how is that benefiting you?** Effective financial management through Zoho Books has significantly increased my business efficiency. Automation features minimize errors, ensuring accuracy in my bookkeeping. The seamless integration with other Zoho apps improves overall productivity. ## Zoho Books Discussions - [Are Zoho Books good?](https://www.g2.com/discussions/are-zoho-books-good) - 2 comments, 1 upvote - [How to use Zoho books dashboard effectively??](https://www.g2.com/discussions/how-to-use-zoho-books-dashboard-effectively) - 1 comment, 1 upvote - [Can you use integrate worldpay payments?](https://www.g2.com/discussions/36966-can-you-use-integrate-worldpay-payments) - 1 comment, 1 upvote - [What is Zoho Books used for?](https://www.g2.com/discussions/zoho-books-what-is-zoho-books-used-for) - 5 comments - [Is Zoho Books free?](https://www.g2.com/discussions/is-zoho-books-free) - 2 comments - [View Zoho Books pricing details and edition comparison](https://www.g2.com/products/zoho-books/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+05%3A13%3A42+-0500&secure%5Bsession_id%5D=85c268f0-bca7-4978-bf2e-90bf5a535ee9&secure%5Btoken%5D=471d3952e1853a89cc1e21813f0c863b8e67466c7b53f8b8755225228cdfb079&format=llm_user) ## Zoho Books Integrations - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Foodics](https://www.g2.com/products/foodics/reviews) - [Petpooja POSS](https://www.g2.com/products/petpooja-poss/reviews) - [ZATCA e-Invoicing](https://www.g2.com/products/zatca-e-invoicing/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoho Expense](https://www.g2.com/products/zoho-expense/reviews) - [Zoho Inventory](https://www.g2.com/products/zoho-inventory/reviews) - [Zoho Meeting](https://www.g2.com/products/zoho-meeting/reviews) ## Zoho Books Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Tracking** - Sales Tax - VAT - GST - Exemptions - Adjustments - Localization - Consumer Use Tax **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Bill Processing** - Consolidation - Batch Invoicing - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Integrations** - Integrations **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Remittance** - Returns - Notifications - Global/Cross Borders - Analytics **Agentic AI - Billing** - Autonomous Task Execution **Agentic AI - Sales Tax and VAT Compliance** - Autonomous Task Execution - Natural Language Interaction **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Additional Functionality** - Secure Data Storage - API - Credit Card Processing - Access Controls/Permissions - Policy Management - Multi-Currency - Invoice Management - Cash Flow Management - AI Copilot - User Management - Document Management - Exemption Management - Address Validation - Accounting - Audit Management - For eCommerce - Client Portal - Document Templates - Tax Calculation - Generative AI - Data Import/Export - Tax Compliance - Real-Time Data - Tax Filing - Audit Trail - Transaction Tracking - Taxability Verification - Electronic Payments - Activity Dashboard - Workflow Automation **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top Zoho Books Alternatives - [Xero](https://www.g2.com/products/xero/reviews) - 4.4/5.0 (1,703 reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - 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