Zoho Books is a cloud-based accounting software built by Zoho Corporation. It helps small and mid-sized businesses manage their finances online. It solves the problem of manual bookkeeping by automating invoices, taxes, and reports.
Features
- Automated Invoicing: Users can create, send, and track invoices automatically. It supports recurring billing and multi-currency transactions.
- GST and Tax Compliance: The tool handles tax calculations and filings. It supports GST, VAT, and region-specific tax rules out of the box.
- Bank Reconciliation: Zoho Books connects directly to bank accounts. It auto-matches transactions to reduce manual data entry errors.
- Third-Party Integrations: It integrates with Stripe, PayPal, Zapier, Zoho CRM, and Slack. These connections streamline payment and workflow automation.
- Real-Time Financial Reports: Users generate profit/loss, cash flow, and balance sheet reports instantly. Custom dashboards display live financial data.
Use Cases
- For Freelancers: Automate client invoicing and track payment status without hiring an accountant.
- For E-commerce Businesses: Sync sales data from Shopify or other platforms and manage multi-currency income easily.
- For Accountants: Manage multiple client accounts from one dashboard and generate audit-ready reports quickly.
- For Small Retailers: Track inventory, manage vendor bills, and reconcile bank statements in one place.
Zoho Books is a capable accounting tool suited for small to mid-sized businesses needing automation and compliance features. It works best within the Zoho ecosystem but also supports key third-party integrations.
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TypeFreemium
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Best ForCreators, Freelancers, Agencies, Small Business
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FeaturesInvoice Automation, Bank Reconciliation, Expense Tracking, Inventory Management, Workflow Automation
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Use CaseAutomated Invoicing, Expense Tracking, Project Time Tracking, Inventory Management
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PlatformWeb, Mac, Windows, iOS, Android, Extension, Shopify, WordPress
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IntegrationAPI, Zapier, Make, Pipedream, n8n
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Website Authority70 - 90
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Website Monthly Visits10m - 100m
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Company Age30+ years
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Company Size1000+ members
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Company Type
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Company Location
| Plan | Price | Features |
| Free | $0 (free forever) | Create invoices, quotes, expenses & journals Sales receipts Manage vendors Mileage tracking Accept online payments Enable self-service customer portal Automate payment reminders Bank reconciliation W-9 management & 1099 contractor tracking P&L, Balance Sheet & 50+ Reports |
| Standard | $15 per month (billed annually) | Everything in Free + Progress invoicing Track sales tax and use tax E-File 1099-MISC & 1099-NEC Connect bank feeds Setup recurring expenses Retention payments Enable transaction period locking Add custom fields Create custom reports |
| Professional | $40 per month (billed annually) | Everything in Standard + Track sales and purchase orders Record multi-currency transactions Bill timesheets Project profitability Manage retainers Track inventory Create price lists Setup sales and purchase approvals Create custom user roles |
| Premium | $60 per month (billed annually) | Everything in Professional + Revenue recognition - Basic Fixed asset management Manage budgets Cashflow forecasting Enable self-service vendor portal Set up custom domain Create business-specific custom modules Add custom button Manage custom functions |
| Elite | $120 per month (billed annually) | Everything in Premium + Revenue recognition - Advanced Dashboard customization Advanced Inventory Control Manage warehouses Composite items Track serial numbers & batch tracking Print shipping label & track shipments Connect online sales channels (Etsy, eBay, Amazon) Integrate Shopify stores (up to 2) |
| Ultimate | $240 per month (billed annually) | Everything in Elite + Advanced analytics 50+ Pre-built data visualizations Add and track KPIs for your business Analyze with other data sources (Zoho Analytics add-on) Collaboratively create reports with colleagues Embed reports in websites/applications Records/Rows up to 3 Million 15 users included Email, Voice, and Chat Support |
(Disclaimer: Data sourced from or provided by Zoho Books. Please verify before purchase.)
