Your best solution for Invoicing, etc.
Cedric Haynes | TrustRadius Reviewer
Updated January 25, 2020

Your best solution for Invoicing, etc.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Zoho Books

Zoho Books handles my invoicing, ongoing expenses and budget planning. It is being used across the whole organization. Zoho books handles most financial bookkeeping for my business. The problem is that it addresses mainly had to do with finances for the month, billing customers, and financial planning throughout the year.
  • Set up automatic invoices for clients.
  • Integrates with Zoho CRM very well.
  • Some banks are not listed.
  • Storage is limited. 1GB per org and 1 additional GB per employee..
  • Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
  • Flexibility makes Zoho Books great!
  • Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
Easier to integrate with other Zoho apps. It’s also customized for mobile use making it easy to use wherever I am. I can get real-time updates on payments while in the field via the mobile app. The software is customizable and adaptable so I can easily make it fit various business needs.
Great for small and medium-sized businesses. Complex business processes may cause the program to slow down. Campaign management tools are somewhat cumbersome and they have issues when importing leads from social media platforms.

Zoho Books Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
10
Bank reconciliation
8
Expense management
10
Multi-currency support
Not Rated
Regulations compliance
Not Rated
Self-service portal
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
10
Cost of goods sold
Not Rated
Dashboards
10
Standard reports
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10