Your best solution for Invoicing, etc.
Updated January 25, 2020
Your best solution for Invoicing, etc.
Score 9 out of 10
Vetted Review
Verified User
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.