Zoho Books- An affordable and reliable SME Accounting Solution
December 28, 2024

Zoho Books- An affordable and reliable SME Accounting Solution

Sanjay Singh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Books

Zoho Books is used as our primary accounting software. We use the product to create quotes, send invoices, track payments and allow our clients to access their billing via our portal. We also use this to track our expenses. The Zoho Books solution helps solve the problem of using multiple sorftware to manage our business finances.

Pros

  • Track Expenses
  • Consolidate Client Billing
  • Invoicing
  • Quotations

Cons

  • Portal Customization
  • Custom Fields could be easier to configure
  • More South African Payment Gateways
  • Increased Customer Satisfaction with dealing with accounts by 30% in 6 months
  • Improved Technican Time Log management, increasing profit margins with automated timers
  • Mobile Application and Cloud based has reduced need for high powered finance servers.
It's very easy to use, clear GUI and also a very good mobile application. The modules are also simple and you don't need to be a Finance guru to use this application. Reporting is also very easy to do and is just a matter of a click of a fee buttons and menu items.
Zoho Books has a much simpler GUI and the reason we selected Zoho is because of the integration of Zoho Books across other applications and especially into Zoho products. One of the other reasons is the time log feature we can easily pair up with a client service ticket to show our hours worked.

Do you think Zoho Books delivers good value for the price?

Yes

Are you happy with Zoho Books's feature set?

Yes

Did Zoho Books live up to sales and marketing promises?

Yes

Did implementation of Zoho Books go as expected?

Yes

Would you buy Zoho Books again?

Yes

Zoho Books is very well suited for SME businesses. Scenarios faced such as having to look up client invoices manually, send statements, track quotations,etc are all solved with this software. It's Cloud based so you can simply setup your customer with portal access to provide a complete overview of all their business transactions with you. Also, you can automate recurring invoices and monthly statements.

Zoho Books Feature Ratings

8.3
Accounts payable
8
Accounts receivable
8
Cash management
7
Bank reconciliation
8
Expense management
9
Time tracking
9
Multi-currency support
9
Regulations compliance
8
Self-service portal
9
7.0
Inventory tracking
9
Automatic reordering
5
6.0
Order entry
Not Rated
Credit card processing
6
Cost of goods sold
Not Rated
Payroll Management ()
Not Rated
8.0
Dashboards
8
Standard reports
Not Rated
8.0
API for custom integration
8
8.0
Role-based user permissions
Not Rated
Single sign-on capability
8

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