Zoho

Zoho Books

8.1 /10

20 Reviews Write a Review

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What is Zoho Books?

Zoho Books is a powerful financial platform designed to help businesses streamline their finances, automate business workflows, and help them securely collaborate with accountants online. It simplifies day-to-day business transactions, provides real-time financial reporting and ensures compliance with local tax laws. With its intuitive UI and fully functional mobile apps, Zoho Books will help businesses grow faster, smarter and scale more efficiently.

Company Details

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Awards & Recognition

Zoho Books won the following awards in the Accounting - Midmarket category

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2023 Data Quadrant Gold Medalist

Latest Award, 2023

7 Top Rated Capabilities

4 Top Rated Features

Latest Award, 2023

2023 Emotional Footprint Champion

2023

Strategy and Innovation
Service Experience
Product Impact
Contract Negotiation
Conflict Resolution

2023

2022 Data Quadrant Gold Medalist

2022

7 Top Rated Capabilities

9 Top Rated Features

2022

2022 Emotional Footprint Champion

2022

Service Experience
Product Impact
Conflict Resolution

2022

2021 Data Quadrant Gold Medalist

2021

5 Top Rated Capabilities

2 Top Rated Features

2021

Zoho Books Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Zoho Books.

95 Likeliness to Recommend

100 Plan to Renew

89 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

+99 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Zoho Books?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 84

Cash Flow Management

Dashboards, Analytics and Reporting

Cost Revenue Tracking

Integration APIs

Project Accounting

Budgeting Forecasting

Accounts Payable Purchase Orders

Reconciliation

Expense Management

General Ledger Chart of Accounts

Accounts Receivable Invoicing

Vendor Capability Ratings

Average 87

Ease of Implementation

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Also Featured in...

Accounting - Small Business

Score 8.3

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Zoho Books Reviews

Patrick T.

Role: Finance
Industry: Transportation
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted May 2021

Streamlines company operations

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Personalizing invoices and adding the company logo Attaching landing costs to statements

What is your favorite aspect of this product?

Online payment portal such as Stripe and PayPal to collect payments from customers

What do you dislike most about this product?

It is not able to automatically add dates and names

What recommendations would you give to someone considering this product?

Zoho Books has features ranging from invoicing, billing, banking, estimates and project management to ensure effective collaboration throughout the organization

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Debjit P.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Feb 2021

Extremely good Easy to operate Excellent features

Likeliness to Recommend

10 /10

What differentiates Zoho Books from other similar products?

Zoho has their own style, they know how to develop it, how it could be more useful, and of course, they are more conscious about their customer satisfaction.I am very satisfied with their services.

What is your favorite aspect of this product?

Everything about Zoho is my favorite.

What do you dislike most about this product?

Most probably nothing

What recommendations would you give to someone considering this product?

Not at all

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Zoho Books

What is Zoho Books?

Company Details

Need Assistance?

Awards & Recognition

2023 Data Quadrant Gold Medalist

2023 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Zoho Books Ratings

95 Likeliness to Recommend

100 Plan to Renew

89 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+99 Net Emotional Footprint

How much do users love Zoho Books?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Cash Flow Management Includes income and expense tracking, as well as cash flow monitoring.

Dashboards, Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting, forecasting & easy data extraction for data analysis.

Cost Revenue Tracking The process of recording, classifying, analyzing, summarizing, and allocating costs associated with a process

Integration APIs Ability of the software to interface with legacy and other third party applications.

Project Accounting Ability to track, report and analyse financial results and implications at an individual project level

Budgeting Forecasting Functionality allowing users to create and maintain budgets and develop forecasts, “what-if” scenarios, etc

Accounts Payable Purchase Orders Record of debts owing for an organization. Sometimes includes a purchase order capability

Reconciliation Functionality that ensures that two sets of records (usually the balances of two accounts) are in agreement.

Expense Management Includes all aspects of expense forms design, completion, submission, limits and compliance, and reporting.

General Ledger Chart of Accounts The general ledger contains the organization’s accounts for recording assets, liabilities, revenue, and expenses.

Accounts Receivable Invoicing Record of claims for payment for goods or services provided. Usually includes a customer invoicing capability

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Also Featured in...

Accounting - Small Business

Zoho Books Reviews

Patrick T.

Streamlines company operations

Likeliness to Recommend

Pros

Debjit P.

Extremely good Easy to operate Excellent features

Likeliness to Recommend

Pros

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1
Since last award

Feature Ratings

Cash Flow Management

Dashboards, Analytics and Reporting

Cost Revenue Tracking

Integration APIs

Project Accounting

Budgeting Forecasting

Accounts Payable Purchase Orders

Reconciliation

Expense Management

General Ledger Chart of Accounts

Accounts Receivable Invoicing

Vendor Capability Ratings

Ease of Implementation

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization

Vendor Support

Availability and Quality of Training

Ease of IT Administration