Customer Success Stories

Before Zoho Books, we used Express Invoice and Sage. We needed flexibility, which our existing software failed to provide and we decided to migrate to new accounting software. We tried a few accounting software like KashFlow, Intuit QuickBooks, and Xero. The ability to customise the software according to one's business needs led us to Zoho Books. Thanks to their fantastic product and support during setup and the ability to modify templates to meet our exact needs, switching was easy. For me, cross-functionality (I can select 10 items and create an invoice at once, clone transactions, make invoices from supplier bills and many more) are just some of the best product features which save time, that Zoho has to offer. I have integrated my Zoho Books account with HSBC Bank and TSB Bank. Using Zoho Books saves me so much time, I can now afford a two-night holiday every year. I recommend Zoho Books to everyone because it's highly flexible & mouldable to individual company needs, easy to use and has a five-star support team!

Before Zoho Books, many of our accounting tasks were done on paper. Now, everything is digital, our processes are streamlined, and data is accessible anytime, anywhere! As a business owner, Zoho Books gives me complete clarity on my receivables and payables, and how much I have to set aside for my corporate tax and... Show More

Definitely go with Zoho Books and Zoho ecosystem. We haven't looked back ever since we started using it. Our favourite feature in Zoho Books is the ability to connect the business banking accounts and sync statements automatically. I have economized on work-hours and frustration by not having to manually get the .ofx data and import them manually to Zoho Books.

I was a Sage user and I migrated to Zoho Books completely. I am onboard with every aspect like expenses, payments, and timesheets. It's wonderful to send out statements to get the money in.

Zoho Books has been a wonderful experience. We have automated our sales ledgers and are now on the verge of automating bill ledgers to reduce our internal cost and increase efficiency.

My clients have found a massive amount of saving in time and efficiency using Zoho Books and Zoho CRM. They have managed to break departmental silos with a free flow of information. Duplication of data has reduced and the invoices are getting paid a lot quicker.

Zoho Books is user-friendly in comparison to other accounting software. Its built-in automation saves a lot of time and my clients are able to improve their business efficiencies with its Zoho CRM integration.

Filing my VAT returns has never been easier, thanks to Zoho Books and the new HMRC MTD pilot. Two clicks and my VAT returns were submitted to HMRC. With Zoho Books and many other Zoho apps, my business runs efficiently and leaves me more time to focus on my clients and growing my business.

Zoho Books for us means a significant reduction in administrative overhead and human error, leading to higher productivity and scalability. The capability of automation that it provides is nothing short of an ultimate dream for any business and one of many reasons to choose Zoho Books.

After using Quickbooks for over 15 years, it was a difficult decision to move over to Zoho Books. A year later I am happy I made this switch. It's quite impressive to see how an amazing amount of automated routines can be achieved with just a few mouse clicks. From setting vendors bill due date to reconciling accounts with uncanny accuracy, Zoho Books does save me hours of work every day!

Unitrak Powderflight Ltd. has been a leader in bulk material conveying for the past 50 years. While researching Zoho CRM, we came across Zoho Books, which allowed us to move to the cloud and integrate with Zoho CRM. With this integration, we only need to keep our data up to date in one application. This has saved a lot of our time and made our IT requirements much simpler. Our employees also find the UI of Zoho applications more user-friendly and intuitive than what we were using before. For all these reasons, we're happy to have moved from Sage 50 Accounts to a cost-effective Zoho One subscription.

Zoho Books is the right platform for our business. The customization features and approval workflows make it very convenient for our team. In fact, I have recommended Zoho Books to many people around me - they are using it and are very happy, saving considerable time in their business processes.

Zoho Books transformed how I manage my business. As a Zoho Premium partner, I can now access reports from any device, easily generate invoices and estimates, and seamlessly integrate with other applications. The customer support is exceptional, and the software gives me the freedom to focus on growing my business instead of getting stuck in operational details.

As a new startup founder, Zoho Books is the best software I've ever used. It's incredibly user-friendly and does most of the work automatically. Unlike other accounting softwares that requires professional expertise, Zoho Books makes accounting simple for business owners.

Switching from Sage Accounting to Zoho Books has been a game-changer for our business. Managing our admin process used to be overwhelming, and with Sage lacking basic automation features, it was both time-consuming and frustrating. Now, with Zoho Books, I'm paying less and have even added additional Zoho products by seamlessly integrating Zoho Bigin and Zoho Workplace into Zoho Books. This combination has transformed the way my business operates, allowing us to run more efficiently, with fewer admin staff, and without the constant backlogs, especially around month end and debt collection. Everything from invoicing to workflow management is now smoother and more effective, giving us back valuable time to focus on giving our customers better service and growing the business. Thank you for a great and affordable product, Team Zoho!

We switched from QuickBooks to Zoho Books due to limitations, particularly around sales order processing. Zoho Books has proven to be a great solution for our business. One feature we particularly love is the ability to easily clone items, which has significantly streamlined our process for handling repeat sales orders. Overall, Zoho Books has been a positive addition to our workflow.

Features that stand out to me in Zoho Books are the ones related to estimates, billing, and retainers, as well as time sheet management. As a consulting firm working with subcontractors, Zoho Books has allowed me to efficiently manage projects and reports.Before, we used Excel, and Zoho Books has saved us a lot of time. Additionally, the software is affordable and offers integrated out-of-the-box modules that meet 90% of our needs.For any company considering using Zoho Books, I highly recommend trying it. The integrated modules are well-designed, and the interface is very user-friendly. Furthermore, the customer support is quick and efficient, making the user experience even better.

I switched to Zoho Books from QuickBooks since it was more cost effective. I primarily use Zoho Books to balance my credit card and bank statements and to categorize business expenses. It handles these tasks effortlessly, and I feel confident knowing my data is secure. Zoho Books is straightforward, reliable, and cost effective. If... Show More

Years ago, we were using QuickBooks Online but switched to Zoho Invoice for our invoicing needs and quickly fell in love with its features and later upgraded to Zoho Books. The transition to Zoho Books was seamless and cost-effective, making it an easy choice. The migration process was impressively smooth, allowing us to transfer data dating back to 1990 effortlessly using the automation tool. Zoho Books has been a fantastic platform for our financial management. The workflows are far superior to QuickBooks, making it easier to manage accounts and see the flow of money between them. Our third-party accountant loves using Zoho Books, as it provides all the reports needed in a user-friendly manner. One of my favourite features is the reconciliation tool. Unlike other platforms where you match transactions line by line, Zoho Books' bank reconciliation process saves us around 3 hours a month, equating to $480 in time saved. The banking page’s real-time overview helps me make quick, informed decisions about purchasing and budgeting, improving our overall business efficiency. I highly recommend Zoho Books to any business looking for an intuitive and robust financial management solution. It has greatly streamlined our processes and continues to support our growth... Show More

I switched from QuickBooks to Zoho Books because it's cost-effective and tailored to my needs. Zoho Books saves me around 20 hours monthly by simplifying tasks like setting up automatic payments. It generates essential reports seamlessly, and its integration with Stripe for recurring payments is fantastic. Previously, I handled 50 checks monthly; now, it's down to just 5 or 6. Zoho Books isn't just software; it's an essential part of my business.

I switched from QuickBooks to Zoho Books because it's incredibly user-friendly. Zoho Books has simplified our financial processes, especially with features like inventory management integrated with CRM. The platform is well-crafted and efficient, perfect for our small company. Plus, their customer service is fantastic. I trust Zoho Books.

Moving from QuickBooks to Zoho Books was smart move for us! It has made a big difference in how we manage our finances. The search function of Zoho Books is incredibly helpful, saving us a significant amount of time when looking for payment or vendor information. Zoho Books's prebuilt reports, particularly the profit and... Show More

My overall experience with Zoho Books has been awesome! My business has saved money and now has an accounting platform that is much more suited to our needs and offers more features than our previous platform. As an attorney, I love that Zoho Books can properly and easily manage trust accounting transactions. QuickBooks Online requires a "workaround" method to do it, and even that method is not as good as that found in Zoho Books.

Zoho Books is far better than Quick Books. You can customize it to fit your needs and it integrates with other Zoho apps. We map costs for customers from Zoho Projects to Zoho Books and track it in Zoho CRM.

I've not seen anything as affordable and easy to use as Zoho Books. The reports are simple to run and can be scheduled to generate automatically. As a small business owner, I no longer worry about ageing receivables with the automatic payment reminders in Zoho Books.

Zoho Books is very useful when it comes to managing my business accounting. The mobile app for Zoho Books is especially handy. Now I can generate quotes, send invoices and keep track of my finances no matter where I am, right from my mobile.

Zoho Books has played an instrumental role in helping our creative company stay VAT compliant, and it has saved us a lot of time to focus on what we love doing. The new e-invoicing support in Zoho Books has helped us to effortlessly transition our business to comply with the ZATCA requirements. I highly recommend Zoho Books to other businesses in the KSA.

Zoho Books makes it easy to create an quote from my smartphone right after a meeting or a call. It's simple to set up, fully customizable, and has a user friendly interface. Now all I have to do is, focus on my core business for better productivity.

Zoho Books has dramatically reduced the time that we spent on our accounting. One of my favorite feature of Zoho Books is the report generation. Any report that your company requires can be customized and generated. I would highly recommend Zoho Books to any SME who is looking to manage their accounts with absolute ease and accessibility.

We are an accounting outsourcing firm and Zoho Books helps us a lot in our daily accounting with its seamless user interface, automated procedures, and the ability to connect with a wide range of complementary software. The product is very user-friendly and has more than 50 amazing reports. The reporting tags are just perfect.... Show More

Zoho Books has revolutionized financial management for our business, enhancing efficiency and accuracy. Its user-friendly interface and real-time insights have empowered my team to make informed decisions while the mobile app enabled us to quickly access and review invoices on the go. More so, the option for digital signatures (DSC) streamlined our authorization procedures, ensuring secure and efficient transaction approval. These tools, along with GSTR3B Summary Reports and custom accounts, enhanced our overall financial advisory experience. In short, we are proud to be a Zoho Books partner for their comprehensive solution fostering collaboration and automation, both for us and for our clients.

Being a startup I always wanted my business accounts done in a systematic manner, which I believe is definitely a key to success. I was lagging and struggling with the accounts of my business for two years. Later we found Zoho Books and that kickstarted my business once again with more efficiency and better technology.

Integrating my Zoho Books account with my ICICI Bank account helps me fetch all my bank feeds automatically, every day. I am also a big fan of the Zoho Books mobile app. It not only saves me a lot of time but also makes on-the-go accounting possible for my business. Zoho Books brings down my workload to the barest minimum with its automated features and avoids duplication of work. I believe it is an implied SAP given at a phenomenal price range.

When I started my business, I had to take care of everything right from Accounts, H.R., Operations and Marketing. I came across Zoho Books three years ago through Zoho Mail and now I can’t help but think that Zoho has become the backbone of my business. Recently I went on a vacation to the... Show More

Today as I use 80% of all Zoho's apps, I already suggest Zoho Books to my friends. I tell them how content I am using this software and that they should definitely give it a shot.

Zoho Books is the first accounting software that we have started using effectively from 2019. With Zoho Books, we were able to record data easily and streamline our tasks, which otherwise took a lot of time in Excel sheets. We can now generate financial reports with just the click of a button and track our total receivables, payables, revenues, and expenses. To anyone out there looking for business solutions, go for Zoho. They have built professional software that meets the day-to-day requirements of any company

It's only been a few months since I started my business. Soon after, I realized I needed an accounting solution that could meet Quebec's taxation standards. That's when I came across Zoho Books—and I'm so glad I did! As an accounting newbie, I found Zoho Books to be incredibly user friendly and even fun to use. When I ran into a little hiccup with my tax formats, their customer support was simply amazing. Even though I was on the free plan, they helped me through the steps, so I wouldn't have to start all over again. And you know what? The solution worked like a charm!, I am super happy with Zoho Books and I would absolutely recommend it to anyone who, like myself, doesn't have a lot of accounting skills.

Here at Cleanflo Water Technologies Inc., we're truly impressed with Zoho Books for handling all our accounting needs. When it comes to managing our medium-sized enterprise, it's become our top pick. Zoho Books doesn't just cover the basics; it goes above and beyond with unique features that make a real difference. What's even better... Show More

Zoho Books is very simple to use and automates most of my business workflows.The dashboard lets me quickly know how my business is performing. You really don't have to be an accountant to use Zoho Books.

From managing my client relations, invoicing them, keeping track of payments, to knowing the receivables, Zoho Books has really helped us.

Earlier, we used Spreadsheets for maintaining our accounts and Zoho CRM for invoicing. Now, with Zoho Books, we have unified and reliable information. There is no need for double data entry. It allows us to maintain our current accounts more effectively than spreadsheets.

The direct integration between Stripe and GoCardless for seamless payment processing was the game-changer that set Zoho Books apart from the other software options we assessed. We had a significant improvement in aged debtors after switching to Zoho Books as we could use payment gateways with charge automation to collect money from our recurring customers. This reduced our aged debtors to essentially zero, which improved cash flow and decreased administrative burden.

Zoho Books transformed our accounting from manual, repetitive tasks to smart automation. VAT filing, eTIMS compliance, invoicing, and reporting are now seamless and fully integrated with Zoho CRM, Zoho Projects, and Zoho Inventory. With real-time insights, budget tracking, and mobile access, we have complete visibility and control for faster, smarter decisions.

Efficiency is the first thing I think of with Zoho Books. To another professional, I'd say it's a cloud accounting solution that's elevating accounting with how easy and flexible it is to use. Zoho Books has really transformed my accounting workflow, making it efficient, giving me flexible reporting options, and saving time with online... Show More

Our experience with Zoho Books has been excellent. We have moved from manual journaling to managing our entire payment process on Zoho Books. With Zoho Books integrated solution, our finance, operations, and logistics teams now have a unified software platform that connects their data seamlessly. We are also able to generate customized reports for each department, which has definitely been very useful. The onboarding process was guided by the Zoho team, and we were able to speak to Zoho Books experts on live chat. That has been invaluable when we encounter something we don't understand,
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Zoho Books has truly transformed my business journey. Being a solo entrepreneur, its affordability and intuitive design have genuinely empowered me to take control of my finances, fostering real growth and success for 3D Genie.
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Zoho Books has cut down my time spent on invoicing and expense tracking by 40%. Now I can spend more time on the creative side of my work rather than getting lost in paperwork.
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Our bank account is just directly connected. It's much easier. I think it saves a significant amount of time. About 75% of time saved now.
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During the VAT launch, all my friends were struggling with managing their accounts. They had to compile the data and keep it in a format how the Federal Tax Authority (FTA) wanted it. But for us, it was very simple, because with Zoho Books we already had the data how we wanted it.

I came across Zoho Books a couple of years ago and there was no doubt that it was a match made in heaven. I use almost every feature in Zoho Books. It has saved me and my team a lot of time. In fact, I recommended Zoho Books to many of my vendors and... Show More

The real-time reports in Zoho Books have helped take much faster decision which has helped our company grow in terms of revenue.

I’m able to access my business data anytime, anywhere using Zoho Books. Right from invoicing to GST filing, Zoho Books takes care of it all.

Zoho Books simplifies healthcare accounting. As a doctor with no accounting knowledge, I can now control all accounting aspects. The Zoho Books and ICICI integration has improved patient payment tracking significantly, providing real-time visibility for my accountant and allowing payments to be cleared in 5 minutes.

I don’t have to go anywhere to check my inventory. I can sit in my place and see it in Zoho Books.

The best feature I have currently come across is using Zoho to make payments directly through ICICI Bank.

We primarily use Zoho Books and Inventory. The major part of it is, we integrate it across the jurisdiction wherever we are present. Each and every office of ours is integrated with our head office which is in Bangalore. One more critical area which we use and which we also push it to the... Show More

I would definitely recommend Zoho Books to other accountants and to their clients. There is just so much functionality within Zoho Books and within Zoho.

The mobile app of Zoho Books, I use that the most because I am on the go. Our experience with the transfer from one program to Zoho Books has been fairly good. Zoho Books and the support team makes it easy.

With Zoho Books, we've streamlined our accounting, ensured compliance with the new UAE Corporate Tax, and gained valuable efficiency across our operations.It's a complete solution that supports our growth in the competitive automotive market.

As a Zoho partner for eight years, I've seen firsthand how essential the Zoho Finance Suite is to any business. Its seamless integration across Books, Expense, and Payroll, combined with features like automated bank feeds and vendor portals, makes it irreplaceable. My absolute favorite? Bank reconciliation – it’s a breeze. Automated fetching of bank... Show More

As a Zoho Finance Partner, I've witnessed firsthand the immense power of Zoho Books and the entire Finance Suite. We customize and integrate it seamlessly with third-party systems, enabling critical automations like WhatsApp payment reminders and resolving complex inventory challenges with features like bin locations. Zoho's comprehensive, integrated ecosystem, including Creator and Flow, allows... Show More

Traditional accounting held us back with its complexity and lack of mobility, especially during the pandemic. Zoho Books changed everything for our 180 crore business, making financial insights accessible to everyone and streamlining bank transactions with seamless integrations. We're incredibly happy with its impact on our operations and peace of mind.

Zoho Books is an intuitive product to use and would easily integrate into our business processes and allowed us to build efficiency. We realized that we are getting a lot of value from using Zoho Books and really improving the way that we work, so we thought that we could share this with our... Show More

As co-founder and CEO of Make Your Own Perfume (MYOP), Zoho Books is vital for managing our growing business across South India. Its seamless mobile app lets me track profits, payables, and receivables on the go, with bank transactions instantly accounted for. As our auditor, Riju Chandrashekhar confirms, Zoho Books streamlines our entire business... Show More