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Zoho Books - Plans Comparison

Simple, Straightforward Pricing!

Free

For businesses with revenue <200,000 KES per annum

Standard

Professional

Premium

Elite

Ultimate

Pricing

Price/Org/Month KES 0 KES 999

KES 1999

KES 2999

KES 9000

KES 18000

Price/Org/Month KES 0 KES 849

Billed Annually

KES 1699

Billed Annually

KES 2499

Billed Annually

KES 7500

Billed Annually

KES 15000

Billed Annually

Features

Users 1 User + 1 Accountant 3

5

10

10

15

Schedule Reports 5 5

50

200

200

200

Manage Clients Yes Yes

Yes

Yes

Yes

Yes

Manage Items Yes Yes

Yes

Yes

Yes

Yes

Estimates Yes Yes

Yes

Yes

Yes

Yes

Manage Invoices Yes Yes

Yes

Yes

Yes

Yes

Client Portal Yes Yes

Yes

Yes

Yes

Yes

Record Offline Payments Yes Yes

Yes

Yes

Yes

Yes

Online Payments Yes Yes

Yes

Yes

Yes

Yes

Generate Payment Links Yes Yes

Yes

Yes

Yes

Yes

Automate Payment Reminders Yes Yes

Yes

Yes

Yes

Yes

Multi-lingual Invoicing Yes Yes

Yes

Yes

Yes

Yes

Credit Notes Yes Yes

Yes

Yes

Yes

Yes

Recurring Invoices Yes Yes

Yes

Yes

Yes

Yes

Expenses Yes Yes

Yes

Yes

Yes

Yes

Add Multiple Bank and Credit Card Accounts Yes Yes

Yes

Yes

Yes

Yes

Import Bank and Credit Card Statements Yes Yes

Yes

Yes

Yes

Yes

Bank Rules Yes Yes

Yes

Yes

Yes

Yes

Bank Reconciliation Yes Yes

Yes

Yes

Yes

Yes

Invite Accountant Yes Yes

Yes

Yes

Yes

Yes

Chart of Accounts Yes Yes

Yes

Yes

Yes

Yes

Sub-Accounts Yes Yes

Yes

Yes

Yes

Yes

Manual Journals Yes Yes

Yes

Yes

Yes

Yes

Reports Yes Yes

Yes

Yes

Yes

Yes

Invoice Customization Yes Yes

Yes

Yes

Yes

Yes

Email Template Customization Yes Yes

Yes

Yes

Yes

Yes

Basic Multi-currency Handling No No

Yes

Yes

Yes

Yes

Advanced Multi-currency Handling

Create transactions in more than one currency for each of your contacts.

No No

No

No

Yes

Yes

Standard Features

Recurring Expenses No Yes

Yes

Yes

Yes

Yes

Connect and fetch bank & credit card feeds via bank feeds provider No Yes

Yes

Yes

Yes

Yes

Predefined User Roles No Yes

Yes

Yes

Yes

Yes

Track Project Expenses and Invoice No Yes

Yes

Yes

Yes

Yes

Project Tasks

Create specific tasks related to your projects and log time for them.

No Yes

Yes

Yes

Yes

Yes

Bulk Updates No Yes

Yes

Yes

Yes

Yes

Transaction Locking No Yes

Yes

Yes

Yes

Yes

Custom Views No Yes

Yes

Yes

Yes

Yes

Custom Fields No Yes

Yes

Yes

Yes

Yes

Reporting Tags No Yes

Yes

Yes

Yes

Yes

Timesheet and Billing No Yes

Yes

Yes

Yes

Yes

Professional Features

Sales Approval No No

Yes

Yes

Yes

Yes

Bills No No

Yes

Yes

Yes

Yes

Payments Made No No

Yes

Yes

Yes

Yes

Vendor Credits No No

Yes

Yes

Yes

Yes

Recurring Bills No No

Yes

Yes

Yes

Yes

Sales Orders No No

Yes

Yes

Yes

Yes

Purchase Orders No No

Yes

Yes

Yes

Yes

Purchase Approval No No

Yes

Yes

Yes

Yes

Currency Adjustments No No

Yes

Yes

Yes

Yes

Stock Tracking No No

Yes

Yes

Yes

Yes

Price Lists No No

Yes

Yes

Yes

Yes

Landed Costs No No

Yes

Yes

Yes

Yes

Custom Roles No No

Yes

Yes

Yes

Yes

Timesheet Approval No No

Yes

Yes

Yes

Yes

Timesheet - Client Approval No No

Yes

Yes

Yes

Yes

Contextual Chat

Initiate chat sessions with other users in Zoho Books using Zoho Cliq’s chat bar. Discuss transactions, contacts, items, bank accounts, or projects.

No No

Yes

Yes

Yes

Yes

Retained Invoice for Projects No No

Yes

Yes

Yes

Yes

Project Profitability No No

Yes

Yes

Yes

Yes

Journal Templates No No

Yes

Yes

Yes

Yes

Tasks No No

Yes

Yes

Yes

Yes

Recurring Journals No No

Yes

Yes

Yes

Yes

Workflow Rules (Up to 10)

  • Email Alerts
  • In-app Notifications
  • Field Updates
No No

Yes

Yes

Yes

Yes

Premium Features

3 Branches

3 branches by default. Purchase add-on for additional branches.

No No

No

Yes

Yes

Yes

Custom Domain No No

No

Yes

Yes

Yes

Vendor Portal No No

No

Yes

Yes

Yes

Budgeting No No

No

Yes

Yes

Yes

Custom Buttons No No

No

Yes

Yes

Yes

Validation Rules No No

No

Yes

Yes

Yes

Related Lists No No

No

Yes

Yes

Yes

WebTabs No No

No

Yes

Yes

Yes

Workflow Rules (Up to 200)

  • Email Alerts
  • In-app Notifications
  • Field Updates
  • Custom Functions
  • Custom Schedulers
  • Webhooks
No No

No

Yes

Yes

Yes

Custom Reports No No

No

Yes

Yes

Yes

Custom Modules No No

No

10

10

25

Advanced Inventory Control

Integrate Shopify Stores (Up to 2 stores) No No

No

No

Yes

Yes

Warehouse Management (Up to 5 warehouses) No No

No

No

Yes

Yes

Serial Number Tracking No No

No

No

Yes

Yes

Batch Tracking No No

No

No

Yes

Yes

Print Shipping Label No No

No

No

Yes

Yes

Shipment Tracking No No

No

No

Yes

Yes

Advanced Analytics

View real-time reports and dashboards No No

No

No

No

Yes

Analyze and track key financial metrics No No

No

No

No

Yes

Customize reports and dashboards No No

No

No

No

Yes

Analyze Zoho Books data along with other data sources No No

No

No

No

Yes

Collaboratively create reports with colleagues No No

No

No

No

Yes

Export and print reports as excel or PDF No No

No

No

No

Yes

Embed reports in web sites/applications No No

No

No

No

Yes

Records/Rows (5 Million) No No

No

No

No

Yes

Integrations

Zoho Apps

  • Zoho CRM
  • Zoho Analytics
  • Zoho SalesIQ
  • Zoho Mail
  • Zoho Desk
  • Zoho Expense
  • Zoho Inventory
  • Zoho Cliq
Yes Yes

Yes

Yes

Yes

Yes

Other Apps

  • GSuite
  • Office 365
  • Slack
  • Zapier
  • Dropbox
  • Google Drive
  • Evernote
  • OneDrive
Yes Yes

Yes

Yes

Yes

Yes

Zoho People No Yes

Yes

Yes

Yes

Yes

Zoho Projects No Yes

Yes

Yes

Yes

Yes

Zendesk No Yes

Yes

Yes

Yes

Yes

Zoho Sign No No

No

Yes

Yes

Yes

Twilio No No

No

Yes

Yes

Yes

Payment Gateways

Stripe Yes Yes

Yes

Yes

Yes

Yes

PayPal Yes Yes

Yes

Yes

Yes

Yes

PayTabs Yes Yes

Yes

Yes

Yes

Yes

Authorize.Net No Yes

Yes

Yes

Yes

Yes

2Checkout No Yes

Yes

Yes

Yes

Yes

Braintree No Yes

Yes

Yes

Yes

Yes

Forte No Yes

Yes

Yes

Yes

Yes

PayPal Payflow Pro No Yes

Yes

Yes

Yes

Yes

PayPal Payments Pro No Yes

Yes

Yes

Yes

Yes

Worldpay No Yes

Yes

Yes

Yes

Yes

Taxes

Taxable/Non-taxable Items/Services Yes Yes

Yes

Yes

Yes

Yes

Tax treatment for contacts Yes Yes

Yes

Yes

Yes

Yes

VAT tracking Yes Yes

Yes

Yes

Yes

Yes

VAT Audit Yes Yes

Yes

Yes

Yes

Yes

VAT 3 Returns Yes Yes

Yes

Yes

Yes

Yes

Customer Support

Email Yes Yes

Yes

Yes

Yes

Yes

Chat No Yes

Yes

Yes

Yes

Yes

Voice No Yes

Yes

Yes

Yes

Yes