Zoho Books: A cloud-based accounting software!

Zoho Books is cloud-based accounting software that makes financial management easier for small-business owners. It automates business workflows, has great invoicing features, offers free inventory software, automatically imports bank feeds, and helps you stay on top of receivables and payables.


How to use Zoho Books?

This system is web-based and can be accessed from any web browser; there are no installations or downloads necessary to use the software. Users can manage customers and handle customer invoices either online or by mail, by automating recurring invoices, setting up payment reminders, and receiving payments through online payment gateways.


Who uses Zoho Books?

Zoho Books is ideal for small to developing businesses — especially those that already use other Zoho applications for inventory, invoicing, or customer relationship management.


How much do Zoho Books cost?

Zoho books provide three pricing plans besides a free version for businesses that earn less than 50k annually.


The standard plan is priced at $15 per organization, per month for 3 users. The professional plan is priced at $40 per organization, per month for 5 users along with voice and chat customer support. The premium plan is priced at $60 per organization, per month for 10 users, and comes with Twilio and Zoho Sign integrations as well as vendor portals, validation lists, webhooks, and workflow rules.


How Zoho Books helps your company to be more productive:

Zoho Books helps companies streamline their back office operations and manage all financial transactions from a single hub. Zoho Books ensures all work will be completed on time, monitored both during and after office hours, and that clients will be billed with only a few clicks.

Here are some features that show how Zoho Books can make your business more productive:

  • Invoicing And Billing – Invoicing and billing are essential functions and the primary source of cash flowing into your business. However, managing invoices manually is time-consuming and error-prone. It is also challenging to track invoices and remind customers of pending payments without automated software. Zoho Books allows you to automate your payment reminders and track due dates and expected payment dates.

  • Expense Tracking – With Zoho Books, you can efficiently track your expenses and get a clear view of your cash flow. You can easily upload expense receipts by scanning them and recording all information automatically. With Zoho Books Software, you don’t need to store paper records and risk losing them.

  • VAT Tax Compliance – Zoho Books is built to adhere to your local tax regulations and make working with taxes easier. It can make calculating taxes faster and help you apply the correct tax to your transactions more accurately. With Zoho Books Software, you can better understand your taxes by generating summary reports and staying prepared for tax time.

  • Reduce Overall Costs – Zoho Books Software can reduce the overall costs and allows your accounting team to do more in a given time. It has a cost control and reduction program to increase your profit and manage your day-to-day operations. Track and measure the operational productivity of your business and enhance your accounting processes with Zoho Books.

  • Online Payments – Collecting payments from clients can be difficult without a proper system. With Zoho Books software, you can integrate your accounting system with various online payment gateways that offer clients fast and secure ways to pay you.

  • Report Generation – Zoho Books allows you to understand your business’s financial trends and analyze growth patterns. Data can be consolidated to make your report-generation processes easier. As a result, you can save a lot of time by creating in-depth accounting reports through Zoho Books.

  • Security – Zoho Books includes SSL encryption and two-factor authentication to ensure your transactions are secure.

  • Banking – Connect one or multiple bank accounts and automatically import transactions into Zoho Books. You can view account activity on your dashboard, automatically categorize transactions, and use Zoho Books’ best match tool for transactions to expedite reconciliation.



If you’re searching for a well-rounded platform that is incredibly affordable, Zoho Books undoubtedly meets these qualifications. With three different pricing plans, each giving you the ability to manage and automate your accounting and bookkeeping tasks – Zoho Books is particularly suitable for small and medium-sized businesses.


If you are still unsure whether Zoho Books would be good for your business and need more professional guidance about it, please contact us anytime at hello@clientric.co. We always love to help business enthusiasts!

Clientric CRM Consulting


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