Zoho Books was built with one simple idea in mind: Accounting should be as easy as 1-2-3. Today, thousands of businesses across the world trust Zoho Books as their go-to accounting platform.
The transition from Wave to Zoho Books was painless. Zoho Books is perfect for my accounting needs.
Joni
Founder, Daisy Trade & Design
Zoho Books helps you automatically fetch feeds from multiple bank accounts and credit cards. Categorize transactions automatically and reconcile them to match your bank's records.
Explore capabilities beyond conventional financial statements and tax reports. Create custom reports that offer unique insights, associate reporting tags for better segmentation, and schedule reports directly to a recipient's inbox.
Instead of being limited to a single option, choose from various payment gateways that are tailored to your specific need and can support preferred payment options based on customer demographics.
Effortlessly monitor projects' progress and streamline time tracking for accurate invoicing. Get timesheets approved by customers and get reimbursed for expenses incurred on their behalf.
Empower customers with a self-service portal where they can negotiate, view, and manage transactions, and download customer statements. You can also use this space to collect ratings and feedback from customers.
Unlock unlimited potential by connecting to Zoho CRM, Zoho Inventory, Zoho Expense, and other Zoho apps. Zoho Books also offers native integrations with powerful productivity and collaboration platforms like Office 365 and Slack.
Comparison | Free Plan |
Free Plan |
---|---|---|
Basic banking capabilities | Yes | Yes |
Create invoices, estimates, vendors | Yes | Yes |
Invoice customization | Yes | Yes Very minimal |
Payment followups | Yes For both online and offline payments | No Only for online payments |
Collect online payments | Yes All major payment gateways | No Only Wave payments |
Add users | Yes | No |
Customer portal | Yes | No |
Time Tracking | Yes | No |
Business reports | Yes Over 70 reports | Yes Only essential |
Schedule reports | Yes | No |
Integrations |
Yes
Zoho Apps: CRM, Analytics, SalesIQ, Mail, Desk, Expense, Inventory, Cliq Other Apps: Gsuite, Office365, Dropbox, Slack, Zapier, Google Drive, Onedrive, Evernote |
Yes
Limited options |
Support | Yes | No |
Comparison | Standard Plan |
Pro Plan |
---|---|---|
Auto-fetch bank feeds | Yes | Yes |
Basic banking capabilities | Yes | Yes |
Collect online payments | Yes All major payment gateways | No Only Wave payments |
Customer portal | Yes | No |
Time Tracking | Yes | No |
Sales tax tracking | Yes | No |
Automated tax compliance | Yes With Avalara | No |
Business reports | Yes Over 70 reports | Yes Only essential |
Schedule reports | Yes | No |
Reporting tags | Yes | No |
Custom reports | Yes | No |
Integrations |
Yes
Zoho Apps: CRM, Analytics, SalesIQ, Mail, Desk, Expense, Inventory, Cliq Other Apps: Gsuite, Office365, Dropbox, Slack, Zapier, Google Drive, Onedrive, Evernote |
Yes
Limited options |
We understand how tedious it can be to move data from one software to another. That is why our migration support makes it easier for you.
Connect with our product experts for personalized guidance and support
Schedule a consultationJoin our weekly migration webinar for expert guidance on data migration
Join this week's webinarBrowse our comprehensive guide designed to simplify the process of migration
Get migration assistanceGet started with free accounting software for solopreneurs and micro businesses
Efficiently organize your transactions, accounts, reports, and books
Confidently take on projects, track your inventory, and handle purchases
Enhanced customization and automation to streamline business processes
Advanced accounting bundled with full-fledged inventory management
Gain deeper insights with advanced business intelligence capabilities
*Prices are exclusive of local taxes.
Zoho is here to help accountants become trusted advisors for clients and promote their practice.
Join todayZoho Practice, the newest addition to the Zoho Finance suite, is the ultimate practice management software.
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