Securely manage your documents
Get your transaction, accounting, legal, regulatory, and policy documents in order. Attach relevant documents to respective clients, auto-scan receipts, collect documents from email, and streamline your entire document management process in one place with Zoho Books!
Secure handling
Store your documents in one place
Ensure document management essentials
Upload and store all your documents in one place. Create a quote, invoice, bill, sales order, purchase order, and attach documents to these transactions where you can easily search for them when needed.
Save time by forwarding documents
Forward receipts or bills to a unique email address, and Zoho Books will auto-upload, extract key details, and you can easily convert them to a transaction.
Collaborate easily with key stakeholders
Share documents with your team or accountant, and let clients and vendors access transactional documents through their portals. Add comments or notes so everyone stays on the same page without relying on emails.
And few advanced features
Make bank reconciliation easy and also ensure proper access control for all your important documents
Forward and organize bank statements
Forward your bank statements to a unique email address, and Zoho Books will automatically store them in your documents. Attach statements to the right bank feeds or transactions and keep everything organized for smoother reconciliation.
Manage your documents while staying secure
Store documents securely with role-based access. In Zoho Books, only authorized users can view or manage files, thereby ensuring right access.
EFFORTLESS DOCUMENT MANAGEMENT
Scan documents & merge transactions
Let vendors access and share documents with ease
Give your customers full visibility into shared documents through the client portal. Let them view, download, and upload files tied to their transactions with no need for emails or separate links.
Upload and scan documents on the go
Save time by auto-scanning documents uploaded to Zoho Books! Use the mobile app to scan and upload receipts on the go. Files sync instantly with your Zoho Books account, so everything stays up to date no matter where you are.
Match scanned documents with existing transactions
Zoho Books makes it easy for you by suggesting possible matches from your transactions for the scanned documents. You can easily merge the document to the transaction.
Simplify accounting
More features to transform your accounting
Collaboration
Work as a team, bring stakeholders onboard with Zoho Books’s collaboration features.
Customer portal
Offer a dedicated portal for your customers to view your quotes, invoices, sales orders, and account statements.
