Zoho Books
Smart online accounting software for small businesses to manage finances, invoicing, and banking.
Executive Summary
Zoho Books is a cloud-based accounting software designed to simplify financial management for small businesses. It offers a comprehensive suite of tools for creating and sending professional invoices, managing and categorizing expenses, and reconciling bank and credit card transactions. The platform aims to streamline daily accounting operations, helping businesses maintain accurate financial records and ensure compliance with tax regulations. Beyond core accounting, Zoho Books integrates seamlessly with other Zoho products, such as Zoho Inventory, to provide an end-to-end solution for businesses requiring both financial and inventory management. This integration facilitates accurate stock tracking, order management, and synchronized financial reporting. The software also supports country-specific tax frameworks, making it a versatile tool for businesses operating in various regions.
Use Cases
- Managing customer invoicing and billing processes.
- Tracking and categorizing business expenses and receipts.
- Reconciling bank and credit card statements automatically.
- Generating comprehensive financial reports like P&L and Balance Sheet.
- Integrating accounting with inventory management for holistic business oversight.
Features
Visibility
- Customizable Dashboard: Get a quick overview of your business finances with a customizable dashboard showing key metrics, cash flow, and outstanding balances.
- Invoice Management: Create, send, and track professional invoices, estimates, and recurring bills.
- Expense Tracking: Record and categorize business expenses, attach receipts, and track mileage.
Technical Specifications
- Architecture
- Cloud-based, REST API
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Zoho Inventory
- Payment Gateways
- E-commerce Platforms
Security & Compliance
Certifications: SOC 2 Type 2, ISO 27001, GDPR Compliant
Encryption: All access tokens like login credentials and passwords are encrypted at rest.
Pricing
- Model
- Subscription-based, per user/month or annually
- Starting Price
- Starts from C$20/month (billed annually)
- Target Customer
- SMB
- Contract Type
- Monthly, Annually
- Free Trial
- Yes, 14 days (no credit card required)
About Zoho Inventory
Zoho Corporation is an Indian multinational technology company that develops a comprehensive suite of cloud-based business software, encompassing workplace productivity, collaboration, customer relationship management (CRM), and various business management tools. The company is known for its extensive portfolio of over 55 products, designed to help businesses of all sizes streamline operations and enhance efficiency.