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Zoho

Zoho Books

Composite Score

8.3 /10

CX Score

8.6 /10

55 Reviews Write a Review

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 - 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

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Zoho Books Reviews

Preet C.

Role: Consultant
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2021

Quite Good For ZOHO CRM Users

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Zoho Books are different than other products because It is a very easy-to-use interface and as well as easy to set-up and simple reporting with just a few clicks.

What is your favorite aspect of this product?

The following features that I like most in Zoho Books are: 1) Online Payment settlement feature. 2) With a mobile app we can send payment invoices easily and as well as we can track timing also.

What do you dislike most about this product?

The one thing that I don't like in Zoho Books is, more customization of logos, font, etc. should be provided by Zoho Books.

What recommendations would you give to someone considering this product?

Overall I would like to conclude that Zoho Books is the best ever software or platform for managing your small business without any hassle. It is great for Zoho CRM users. If you are new to Zoho Books then, I will recommend you to start with a starter plan and upgrade it according to your needs.

Pros

Reliable
Performance Enhancing
Trustworthy
Effective Service

Ashlee B.

Role: Information Technology
Industry: Telecommunications
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2020

Fantastic Product

Likeliness to Recommend

10 /10

What differentiates Zoho Books from other similar products?

Simple to use a effective

What is your favorite aspect of this product?

Everything about the product is fantastic

What do you dislike most about this product?

Nothing it's perfect for my needs

What recommendations would you give to someone considering this product?

Buy it, you will not be disappointed

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Forest H.

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

Validated Review

Verified Reviewer

Submitted Nov 2020

Constantly improving. Great Value.

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Very intuitive and great customer support.

What is your favorite aspect of this product?

Ease of use and full feature set.

What do you dislike most about this product?

Aesthetics of some elements (such as invoicing emails) could be better.

What recommendations would you give to someone considering this product?

So much better than any alternative I have tried.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Latest Research

Zoho Books

What is Zoho Books?

Company Details

Need Assistance?

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

Preet C.

Quite Good For ZOHO CRM Users

Likeliness to Recommend

Pros

Ashlee B.

Fantastic Product

Likeliness to Recommend

Pros

Forest H.

Constantly improving. Great Value.

Likeliness to Recommend

Pros

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Title

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