Zoho Books is a great tool for small businesses
Updated October 14, 2021

Zoho Books is a great tool for small businesses

Philippe Couillez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

Zoho Books is perfect for a small business like me, or for my customers (I work with small businesses 1-10 employees). It is flexible enough and quite inexpensive compared to other products on the market. It has a few flaws but nothing that cannot be worked around quite easily. It integrates pretty well with other Zoho products, which allow a small business to build an integrated infrastructure at a reasonable budget, by mixing Books, CRM, survey, etc. It is definitively my platform of choice when I give recommendations to customers.

Pros

  • Reporting
  • Creation of a chart of account
  • Bill management

Cons

  • Closing of certain accounts like owner's drawing
  • It saves us quite a bit on accountant fees.
  • It minimizes the time to close the year
  • It allows us to be always on top of your cash flow
Zoho Books is perfect for small businesses (1-25 employees) or home businesses. It is flexibly intuitive and easy to generate reports. I use it for my company as well as for providing bookkeeping to some of my customers. Having not tested it in a more complex financial environment, I am not sure I can comment on in performance there.

Zoho Books Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
9
Time tracking
Not Rated
Multi-currency support
Not Rated
Regulations compliance
Not Rated
Self-service portal
Not Rated
Inventory tracking
9
Automatic reordering
Not Rated
Pricing
8
Order entry
9
Credit card processing
Not Rated
Cost of goods sold
9
Dashboards
9
Standard reports
9
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated

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