Zoho Books

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Zoho Books is one of the best financial reporting software on the market. It is an online accounting platform which allows businesses to manage the money, flowing in and out. One can use this software to manage their customers, invoices and keep expenses in check. This software is specially designed for small business to handle their finances and remain on the top of their cash flow. When it comes to finding a solution for all your accounting problems, this should be your go-to option. Want to know about this software and you can use it to improve your business? Read the in-depth review by ToolsMetric. Here, you will get a brief idea about the key metrics, pricing plans, integrations and much more about this software.

Vendor Details:

  • Zoho
  • www.zoho.com/books/
  • Founded 1996
  • United States

Key Metrics of QuickBooks Online

There are varied financial reporting solutions out there that offer more or less the same features. However, Zoho Books offers arguably one of the most comprehensive feature sets. Keep reading to know about the unique features offered by this software and why so many users prefer it.

1.    Streamline your invoicing and get paid faster

Use this software to manage your invoices effortlessly. You can send customised statements to your customers and receive payment in multiple currencies. Here, you can create professional invoices at one click, take the pain out of your payments, set up reminders for your clients and more.

2.    Manage your client life cycle with the client portal

One of the best features of this platform is its client portal. You can use this to share, collaborate and deliver accurate transactions to your customers. Here, ask for feedback, identify areas for improvement, share quotes, start a discussion to speed up estimate approvals, and make the payment process simpler.

3.    Manage your expenses efficiently

Everyone knows that no business runs for free. As your company grows, so does its expenses. For this, use Zoho Books to track your accounts payable and see where your business stands. This will help you make short and long-term decisions for your business. With this feature, stay on top of your expenses, manage recurring expenses, make accounting easy and more.

4.    Simplify your billing process

Do you often worry about creating bills for all your clients and sending them out every month? Now, you won’t have to do this. Thanks to Zoho Book’s billing process. Here, you can set bills on recurring mode. Also, you can use this platform to send bills for approval, track landed costs, associate customers with billable items and others.

5.    Improve productivity with accounting automation

From sending bills to keeping a track of your payments, you can this software to automate almost every task. This will help you eliminate repetitive tasks and work on other productive things. By automating tedious and time-consuming tasks, you can provide your customers with a better experience and save your own time.


Now that you have looked at some of the best features of this financial reporting software, let’s take a look at its pricing plans. This platform offers three plans. Each plan comes with set of different features depending on its price. All of these plans are billed on monthly basis. Mentioned below is the price and features included in every plan.

Basic Plan


  • 50 contacts
  • 2 Users (1 User+ 1 accountant)
  • 5 Automated workflows
  • Bank Reconciliation
  • Custom Invoices
  • Expense Tracking
  • Projects and Time-sheets
  • Recurring Transactions
  • Sales Approval

Standard Plan


Everything included in the Basic plan, plus:

  • 3 Users (2 users+ 1 accountant)
  • 10 Automated workflows
  • Bills
  • Vendor Credits
  • Reporting Tags
  • Purchase Approvals
  • 500 Contacts

Professional Plan


Everything included in the Standard plan, plus:

  • Unlimited contacts
  • 10 users
  • 10 Automated workflows
  • Purchase Order
  • Sales Order
  • Inventory
  • Custom Domain

This platform also offers add-ons such as ‘add a user’ and ‘auto-scans’. In order to use this, you will have to pay extra with your plan. To know more about this, click here.

Zoho Books Free Trial

If you aren’t sure about paying yet, you can try this software for free. Zoho Books offers a free trial of 14 days. During this trial period, you will have access to all the features offered by this platform. To start your trial period, click here.

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Features of Zoho Books

Accounting features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Expense Tracking
  • Purchase Orders

School Accounting features

  • General Ledger
  • Purchasing
  • Accounts payable
  • Billing and invoicing

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Pros and cons

Founded in 1996, this platform is used by businesses of all sizes all over the globe. Some of these users have shared feedback about their experience with this financial reporting software. Based on this feedback, ToolsMetric has made a list of top pros and cons of using Zoho Books. Keep reading to learn more.

  • Easy to use – According to users, this platform is extremely simple to use. One does not need much technical knowledge to start using this software for their business.
  • Good Support – Whenever you are stuck have a problem or even confused about something, you can always go to their support team. Their team is responsive and always there to solve issues for its customers.
  • Phone-based app – Do you want to check how many bills are pending or which payments have been made? You can do it now using your mobile phone. Unlike many other financial reporting platforms, this software offers a mobile app. This helps its customers to stay at the top of their accounting game anytime and anywhere.
  • Customization – The best part about this software is that it allows its users to customise it. You can just select a template and then personalise your invoice, bill or any other document for your business.

  • Difficult to transfer data- As mentioned earlier, this a cloud-based platform, it becomes difficult to transfer data.
  • Expensive pricing- The pricing seems to be extremely affordable in the first year. But once you complete a year, Zoho Books starts quoting a much expensive price.
  • Difficult to understand integration- There is no doubt this platform offers integration options with many other tools. But, it can difficult to understand how to the integration is meant to work.

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Are you still confused about the ideal financial reporting software for your business? You should consider looking at some of its alternatives. The finance tools mentioned below offer more or less the same features like Zoho Books at different prices. Keep reading to find out if you can find a good alternative for your business.

1.    Xero

Xero is an accounting tool which caters to different types of businesses. Whether you run a cafe, startup or an e-commerce business, you can use this software. Here, you can collaborate with your accountant from anywhere, get paid faster, keep your data protected and more. To learn more about this software, click here.

2.    ZipBooks

This simple accounting software makes your business smarter. It gives you the right tools and intelligence which can take your business to the next level. Here, you can send professional invoices, get paid seamlessly, improve your customer experience and others. To understand how to use this platform for your business, click here.

3.    FreshBooks

FreshBooks is the winner of the 2017 Best Accounting software award by FinancesOnline. It is one of the best cloud accounting platforms for small businesses. Use this software to spend less time on accounting and more time doing things you love. To know more about the pricing and other details, click here.

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Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Large Enterprises


  • Cloud Hosted
  • Open API

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User Reviews

The following is some feedback shared by Zoho Books. Keep reading to find out what the users have to say and make a well-informed decision.

Kay S- “Solid, usable software with great support”


Used the software for: 2+ years

Reviewer source: Capterra

  •    Overall score- 4/5
  •    Ease of Use- 4 / 5
  •    Features & Functionality- 4 / 5
  •    Customer Support- 5 / 5
  •    Value for Money- 5 / 5

Pros: I have been using this software for more than two years now. As an entrepreneur, I have to look after everything; right from the finances to the sales. And this would not have been possible without their amazing support team. Also, another feature that I personally love is their multiple currency features.

Cons:  This software seems a little confusing to use at the beginning, especially the multiple currencies feature.

Overall: Zoho Books is so far the best accounting platforms I have tried. Its team has always been there to solve my queries and help improve my business. The other thing I like about this software is that they are constantly working on offering new features. I would definitely recommend this platform to other users as well.


Maria B- “A good Option for Small businesses”


Used the software for: 1-2 years

Reviewer source: Capterra

  •    Overall score- 5/5
  •    Ease of Use- 5 / 5
  •    Features & Functionality- 5 / 5
  •    Customer Support- 5 / 5
  •    Value for Money- 5 / 5

Pros: This is one of the best options available on the market for keeping records. The software has an excellent support team and updates its users frequently about the new features. If you want to keep up with the progress, you can view the automatically generated reports. Another feature that I like is that this software frequently sends you reminders of invoices. This helps ensure I do not miss any post-dated activity.

Cons:  It gets a little confusing when it comes to customising invoicing. This platform should work on informing its users about how to use features in the correct way. By doing this, they can improve customer satisfaction.

Overall: It is a good platform for small businesses. As it is simple to use and has a great support team, I would be very happy to recommend it to others. However, this platform needs to work on fixing its glitches.

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Medium Enterprises
Large Corporations
Business Hours
24/7 (Live Rep)
Email Marketing
Landing Pages
Marketing Automation
Integration: Payment Gateways: PayPal, 2Checkout, Braintree, Paypal Payflow Pro, PayPal Payments Pro, Stripe, Authorize.net, Forte, Worldpay. Zoho Apps: Zoho CRM, Zoho Expense, Zoho Subscriptions, Zoho Projects, Zoho Docs. POS Apps: Square. Tax: track1099, tax1099.com, Avalara, Document Management Apps: Dropbox, Google Drive, box, Evernote, OneDrive. Bills & Expenses App: Entryless. Time Tracking App: Temponia.
7.5 Total Score
1 reviews
Accounting Made Easy

Zoho solves the problem of invoicing, sales recording, Management Account and all my accounting headaches. The experience for me is all that I want and need.

7.5Editor's score
8.7User's score
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