Zoho

Zoho Books

Composite Score

8.3 /10

CX Score

8.6 /10

55 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.

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Awards & Recognition

Zoho Books won the following awards in the Accounting - Small Business category

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Service Experience
Product Impact
Conflict Resolution

2023

2022 Data Quadrant Gold Medalist

2022

8 Top Rated Capabilities

5 Top Rated Features

2022

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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

1
Since last award

99 Plan to Renew

87 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 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?

1% Negative

1% Neutral

98% Positive

Pros

Respectful
Transparent
Trustworthy
Fair

Feature Ratings

Average 87

Accounts Payable Purchase Orders

Cash Flow Management

General Ledger Chart of Accounts

Accounts Receivable Invoicing

Project Accounting

Dashboards, Analytics and Reporting

Reconciliation

Cost Revenue Tracking

Expense Management

Budgeting Forecasting

Integration APIs

Vendor Capability Ratings

Average 83

Business Value Created

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Quality of Features

Ease of Data Integration

Ease of IT Administration

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization

Also Featured in...

Accounting - Midmarket

Score 8.0

View Zoho Books in this category (opens in a new tab)

Zoho Books Reviews

Pranshu S.

Role: Consultant
Industry: Agriculture
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Overall Solution/Tax compliant/API Limitations

Likeliness to Recommend

8 /10

What differentiates Zoho Books from other similar products?

The integration with other modules like ZOHO CRM, ZOHO People, ZOHO Payroll, makes it extremely beneficial for companies who want this as a one stop solution. In other cases, either we have to set up that entire integration or do a lot of manual processes in order to have linkages cross-functionally.

What is your favorite aspect of this product?

Ease of documentation of the entire order processing. From estimate to Sales Order to Invoice and Purchase Order, we have been able to link up everything and automate using their APIs.

What do you dislike most about this product?

Limits on API hits per minute and workflow limits. This has resulted in literal revenue losses of $500,000 on a single day earlier when the entire system was down and we were out of ZOHO Flows, and Workflows in ZOHO Books.

What recommendations would you give to someone considering this product?

You should know the peak utilization of APIs and flows. Once that analysis is done, you must always keep a buffer with the platform to make sure that there is enough space to accommodate any surges.

Pros

Inspires Innovation
Transparent
Security Protects
Respectful

Cons

Less Efficient Service
Inhibits Innovation
Slower Product Innovation

Rajeev B.

Role: Consultant
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2023

Free version supports mandatory VAT return

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

I have been using Zoho books for my startup company incorporated in India. While forming a UK company as resident of India in 2021, I was in need of a software that also supports mandatory filing of VAT return into a free version. Being tight on budget, I found Zoho allowing this feature as well more that should be suffice for a startup with budget constraint. As QuickBooks closed its operation in India, I suggest migrating to Zoho Books to all my connections.

What is your favorite aspect of this product?

Zoho Books allow a customer portal (with URL) that makes it easy to access for customers to update/print their account details, transactions.

What do you dislike most about this product?

User interface can be made more visually appealing.

What recommendations would you give to someone considering this product?

Since Zoho has a suite of products, start with one of their products and strategize how their entire suite can be leveraged best.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Mohit Y.

Role: C-Level
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2023

Fantastic product with some quirks

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Zoho is very intuitive and they have worked on the Dashboard such that not only do you get a clear picture of everything that exists right now but the predictive analytics bring on real value.

What is your favorite aspect of this product?

Everything is very well thought out and works out of the box such that the learning curve involved is bare minimum.

What do you dislike most about this product?

The main disadvantage is that it seems to have been built keeping in mind the needs of the small business users and stuff such as recording of depreciation/ bulk import of invoices etc do not work as seamlessly as they should.

What recommendations would you give to someone considering this product?

It is a good product for early stage businesses but it is not a comprehensive solution in itself, and will need addons most of which are offered by Zoho itself in form of other products that being said if you are looking for one single complete solution in itself this may not be the best solution that is out there.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Zoho Books

What is Zoho Books?

Company Details

Book a Free Demo Today!

Awards & Recognition

2024 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

2023 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

Zoho Books Ratings

89 Likeliness to Recommend

1 Since last award

99 Plan to Renew

87 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 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

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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.

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.

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.

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

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.

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 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.

Also Featured in...

Accounting - Midmarket

Zoho Books Reviews

Pranshu S.

Overall Solution/Tax compliant/API Limitations

Likeliness to Recommend

Pros

Cons

Rajeev B.

Free version supports mandatory VAT return

Likeliness to Recommend

Pros

Mohit Y.

Fantastic product with some quirks

Likeliness to Recommend

Pros

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1
Since last award

Feature Ratings

Accounts Payable Purchase Orders

Cash Flow Management

General Ledger Chart of Accounts

Accounts Receivable Invoicing

Project Accounting

Dashboards, Analytics and Reporting

Reconciliation

Cost Revenue Tracking

Expense Management

Budgeting Forecasting

Integration APIs

Vendor Capability Ratings

Business Value Created

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Quality of Features

Ease of Data Integration

Ease of IT Administration

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization