Zoho Books is a great addition if you are already running the Zoho suite, allowing for billing and expense integration and streamlining your invoicing.
Updated July 13, 2021
Zoho Books is a great addition if you are already running the Zoho suite, allowing for billing and expense integration and streamlining your invoicing.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Zoho Books
We started using Zoho Books a few years ago when we adopted the entire Zoho suite of products for our organization. We still haven't managed a full transition of all of our invoicing yet, but for our expenses it is working great, allowing all of our team to put in their reports, and then our finance team can assign the expense to a specific client that the expense was occurred to. Before that was a manual process requiring the finance team to confirm what client each charge was for.
- Ease of use
- Very easy rollout to the entire team
- Streamlined expense reporting
- Integrating invoicing with the CRM
- Mobile app is a little clunky, especially when processing receipts.
- CRM data flow can be slow sometimes.
- Integration with other finance apps, not the greatest.
- Streamlined the sales-production-billing workflow
- More accurate billing to each individual client based on expense reports and cost sheets
- Faster billing and invoicing overall
We are moving from Quickbooks to Zoho Books at the moment, and overall our finance department is very happy with the change. It has decreased our days outstanding on invoices, increase our billing speed and allowed us to capture some expenses on projects we otherwise were missing, increasing our overall revenue. The integration with the rest of the Zoho suite is also great.