Worried about keeping your business finances in order this year?
Feeling overwhelmed by complicated accounting software? You’re not alone!
Many small business owners struggle to find a solution that’s both powerful and easy to use.
Could Zoho Books be the answer you’ve been searching for in 2025?
This Zoho Books review examines its features, pricing, and user experience to help you decide if it’s the right accounting software for your needs.
Let’s explore if Zoho Books truly delivers!
Join the 80,000+ businesses leveraging Zoho Books’ powerful features, like automated invoicing and real-time reporting. Explore our tailored plans and see how Zoho Books can simplify your accounting.
What is Zoho Books?
Zoho Books helps you handle business money online (cloud accounting).
It’s bookkeeping software to track money transactions and payments.
You create invoices and manage vendors. See your cash flow easily.
It can send reminders with automation. Some say it’s better than quickbooks and works with Zoho CRM.
You might not always need an accountant. Check for a free trial or free plan!
It’s a simple accounting solution. Use zoho books for easy online payments.
Even an expert would agree! It’s a great accounting platform.
Who Created Zoho Books?
Zoho Books was created by Sridhar Vembu and Tony Thomas.
They founded their company, initially called AdventNet, in 1996.
Their early idea was simple: build smart tech to help businesses.
Over time, they decided to make their software.
Zoho Books came later as part of Zoho Corporation’s online tools.
Their goal has always been to offer useful and easy-to-use software for businesses everywhere.
Top Benefits of Zoho Books
Here are the best advantages of using Zoho Books for your business:
- Seamless Integration: It works smoothly with other Zoho apps, like Zoho, for easy business management.
- Enhanced Customization: Tailor invoices and templates to fit your brand perfectly.
- Easy Business Expenses Tracking: Monitor all your spending to understand your profits.
- Handle Multiple Currencies (Multi-currency): Deal with international money easily using updated exchange rates.
- Accurate Log Time Feature: Track work hours precisely for billing and projects.
- Quickly Send Quotes: Create and send professional price estimates to customers fast.
- Convenient Customer and Vendor Portals: Let clients and suppliers manage their accounts directly.
- Clear Financial Overview with Dashboard: See your important money information at a glance.
Best Features of Zoho Books
Zoho Books has unique features to simplify your finances and give you insights.
1. Customize Business Reports
Tailor reports to see the exact financial data you need for better decisions.
Create custom reports on sales, payables, and more.
2. Invoices Loop
Streamline invoicing from sending quotes to receiving payments.
Automate reminders and use payment links for faster online payments, improving cash flow.
3. Manual Journal
Make direct entries in your ledger for adjustments.
Useful for complex accounting and accurate bookkeeping software management by your accountant.
4. Record Expense
Easily log and categorize all business expenses.
Attach receipts to stay organized and track spending effectively.
5. Zoho Analytics
Analyze your financial data with powerful visuals.
Create advanced custom reports and dashboards for deeper business management insights.
Enjoy seamless integration.
Pricing
Here’s a look at Zoho Books’ pricing plans (as of late March 2025, based on search results).
Please check the official Zoho Books website for the most up-to-date information.
Plan Name | Price (Billed Annually) | Key Features |
Free | $0/month | 1 User + 1 Accountant, Up to 1,000 Invoices, Client Portal, Online/Offline Payments, Automate Payment Reminders, Basic Reporting |
Standard | $10/organization/month | Free Plan features + 3 Users, Invoices, Expenses, Time Tracking, Banking |
Professional | $20/organization/month | Standard Plan features + 5 Users, Bills, Vendor Credits, Multi-Currency, Recurring Transactions |
Premium | Fixed asset management, budget management, & Cashflow forecasting. |
Pros and Cons
Knowing the good & bad helps in making smart choices.
Here are the key advantages and disadvantages.
Pros
Cons
Alternatives Of Zoho Books
If Zoho Books doesn’t quite fit, here are a few other accounting solutions to consider:
- QuickBooks Online: A popular choice, especially in the US, known for its wide range of features and integrations. It can be a strong alternative if you’re already familiar with the Quickbooks ecosystem.
- Xero: A cloud accounting platform favored for its user-friendly interface and strong focus on collaboration. It’s a good option for businesses that need robust features in an accessible package.
- FreshBooks: Designed for freelancers and service-based businesses, it excels at invoices and payment tracking. If your primary need is client billing, this could be a great fit.
Personal Experience with Zoho Books
Our team needed a better way to manage finances and streamline our invoicing.
We decided to use Zoho Books, and it significantly improved our workflow.
The seamless integration with Zoho CRM was a major plus, allowing our sales and finance teams to work together more efficiently.
Here’s what we found particularly helpful:
- Automated Invoicing & Payment Reminders: This feature reduced the time spent chasing payments and significantly improved our cash flow.
- Real-time Expense Tracking: It became much easier to monitor our business expenses and understand where our money was going.
- Custom Reports: We used the customize business reports function to get specific insights into our financial performance, which helped with decision-making.
- Customer and Vendor Portals: These portals improved communication with both clients and vendors, making it easier for them to view invoices and manage their accounts.
- Bank Feeds: Connecting our bank accounts made reconciling transactions much faster and more accurate.
Overall, Zoho Books provided us with a comprehensive accounting platform that simplified our financial management and saved us valuable time.
Final Thoughts
Zoho Books is a good choice for many businesses needing an accounting solution.
It works well with other like Zoho apps and helps automate tasks.
You can track costs and invoices easily. It has custom reports to see your money clearly.
While it has many features, some cost extra.
However, with seamless use and a possible free plan, it’s worth a look.
Want easier business money? Try Zoho Books!
See if its features, like simple online payments and good cash flow tools, fit your needs.
Check for a free trial and manage your bookkeeping software better now!
Frequently Asked Questions
What is Zoho Books used for?
Zoho Books is accounting software that helps businesses manage their finances. It’s a cloud accounting platform designed for easy bookkeeping software management. Users can create invoices, track business expenses, manage transactions, and gain insights into their cash flow.
Does Zoho Books offer a free trial or free plan?
Yes, Zoho Books often provides a free trial for its paid plans. They may also have a free plan with limited features suitable for very small businesses. It’s best to checked their official pricing page for the most current free plan and free trial details.
How does Zoho Books integrate with other Zoho products?
Zoho Books offers seamless integration with various other Zoho applications, such as Zoho CRM. This allows for smooth data flow between sales and accounting, improving overall business management and efficiency.
Can I manage multiple currencies in Zoho Books?
Yes, Zoho Books has multi-currency support. This feature allows businesses to handle transactions with customers and vendors in different currencies, automatically managing exchange rates for accurate financial records.
Is Zoho Books suitable for my business size?
Zoho Books offers various pricing plans designed to cater to different business sizes, from solopreneurs to larger enterprises. They have scalable options, so you can choose a plan that aligns with your specific needs and growth.