Zoho Books
Zoho Books is a smart accounting solution that lets you perform important accounting operations such as invoicing, controlling the sales and purchasing cycle. It allows you to obtain the accounting and financial reports your organization needs.
Zoho Books provides a range of versions that you can choose from depending on the size and complexity of your organization. One of the advantages is that you can contract it separately or integrate it with other applications in the Zoho ecosystem, as well as with third-party services..
Main benefits
Simplify Budget and Billing Management
- Easily create quotes for your clients and send them in minutes.
- Transform quotes into invoices and send them to your clients, including official invoices that comply with your country's tax regulations (SII Chile, DGI Panama, SUNAT Peru, SRI Ecuador and other countries).
Simplify Your Buying Cycle
- Create Purchase Orders with minimal effort, in just a few clicks. Maintaining the pricing logic defined for the specific supplier.
- Maintain a complete overview of your order status by tracking each item.
- Configure smart product replenishment rules.
Financial Reports and More
- Predefined reports give you a complete overview of income, expenses, and financial results, in addition to accounting reports.
- Easily review overdue invoices, outstanding payments, and take reminder actions.
- Build custom reports to meet your needs. If you require more insightful reports with custom metrics and formats, integrate Books with Zoho Analytics.
Zoho Ecosystem Integrations
Featured Features
Zoho Books provides a number of outstanding features:
- Branch management, including customized templates and automatic document serial numbers (invoices, quotes, etc.)
- Native integration with E-commerce services
- Integration with payment gateways.
- Being able to manage composite products (a pack of items at a single price)
Task Automation
- With Books you can automate routine tasks such as:
- Create and send recurring invoices (such as monthly subscription payments)
- Complete customer data such as locations, tax information, and other details.
- Send purchase orders to suppliers when your stock is below the defined limits.
- Send reminders to customers who haven't paid their bills.
- Create code to integrate with external services or other applications using integration APIs included in the plans (from Standard version).
Zoho Books
Customized Versions
Depending on the size and complexity of your business, Books offers different versions for different types of businesses, adapting to your needs. Whether you sell services or need precise tracking of product codes or serial numbers, Books makes it easy. Inquire about the version that best suits your requirements.
Standard
3 users/org.
Create invoices, budgets, expenses, and journals
Invoices and Recurring Expenses
Payment Reminders
Financial Reports (P&L, Balance Sheet) and more
Custom Fields
Transaction Blocking
API access (integrations)
90 US$/Year/Org.
More popular
Professional
5 users/org
Standard +
Multi-currency transactions
Create custom price lists
Approval Flows (Sales and Purchases)
Inventory Tracking
Custom User Profile
Automated Task Flows
190 US$/YEAR/ORG.
Premium
10 users/org.
Professional +
Fixed Asset Management
Budget Management (comparisons)
Custom Domain
Customized Automated Actions
Project management (sales and expenses)
Zoho development environment (custom integrations)
290 US$/YEAR/ORG.
- Valores más impuestos locales si aplica.
- Test Conditions: After the trial period 15 days, you can check the price, users, change the version and enter your credit card. If you need another payment method or have any questions, contact us.
Request a Presentation or Test Account!
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