Zoho

Zoho Books

Composite Score

8.5 /10

CX Score

8.9 /10

62 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.

87 Likeliness to Recommend

3
Since last award

100 Plan to Renew

1
Since last award

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.

+94 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

2% Neutral

98% Positive

Pros

Respectful
Transparent
Trustworthy
Fair

Feature Ratings

Average 86

Accounts Payable Purchase Orders

Cash Flow Management

Accounts Receivable Invoicing

General Ledger Chart of Accounts

Reconciliation

Cost Revenue Tracking

Expense Management

Dashboards, Analytics and Reporting

Budgeting Forecasting

Project Accounting

Integration APIs

Vendor Capability Ratings

Average 83

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement

Quality of Features

Ease of IT Administration

Ease of Data Integration

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

Alok M.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2024

Zoho: Best CRM one should must use

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

The most beautiful features in Zoho is it's user friendly interface where anyone can easily understood all the relevant accounts and finance data and can easily project about his account. The second feature is you can easily extract data for your review and reference.

What do you dislike most about this product?

Can be a little tricky to set the profit & loss to cover the right months, need to play around with the dates.

What recommendations would you give to someone considering this product?

Easy to use, mobile app is also excellent for updating on the move. Clear reporting, easy to take a snapshot of business performance. Tailorable so invoices are fully branded and customer e-mails can be tailored. Love the payment receipt feature so clients are updated once payment processed.

Pros

Continually Improving Product
Performance Enhancing
Enables Productivity
Trustworthy

Swastik P.

Role: Student Academic
Industry: Engineering
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Mar 2024

Easy to use and well structured

Likeliness to Recommend

8 /10

What differentiates Zoho Books from other similar products?

How well it's organized is the main highlight of Zoho books that sets it apart from other accounting softwares.

What is your favorite aspect of this product?

Easy summation of required inputs.

What do you dislike most about this product?

Number of transactions per month is bit concerning.

What recommendations would you give to someone considering this product?

do well research about zoho books before transacting.

Pros

Continually Improving Product
Reliable
Unique Features
Caring

Sunil D.

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

Validated Review

Verified Reviewer

Submitted Jan 2024

Great Product for Small/Mid Size company

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Quality and reliability of feature Availablity of API and automation

What is your favorite aspect of this product?

Easy to get started, Built-in reports and easy configuration

What do you dislike most about this product?

Missing of feature for cost accounting, cost center allocation of partial po amount, etc.

What recommendations would you give to someone considering this product?

If you are just setting up accounting, this is good enough for the long term. However you have scenarios of advance cost allocation and cost accounting scenarios this might not be the right choice.

Pros

Reliable
Trustworthy
Efficient Service
Effective Service

Zoho Books

What is Zoho Books?

Company Details

Book a Free Demo Today!

Awards & Recognition

2024 Data Quadrant Gold Medalist

2024 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

2023 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

Zoho Books Ratings

87 Likeliness to Recommend

3 Since last award

100 Plan to Renew

1 Since last award

87 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+94 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.

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

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

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.

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

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

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

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.

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.

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

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

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

Alok M.

Zoho: Best CRM one should must use

Likeliness to Recommend

Pros

Swastik P.

Easy to use and well structured

Likeliness to Recommend

Pros

Sunil D.

Great Product for Small/Mid Size company

Likeliness to Recommend

Pros

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Feature Ratings

Accounts Payable Purchase Orders

Cash Flow Management

Accounts Receivable Invoicing

General Ledger Chart of Accounts

Reconciliation

Cost Revenue Tracking

Expense Management

Dashboards, Analytics and Reporting

Budgeting Forecasting

Project Accounting

Integration APIs

Vendor Capability Ratings

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Breadth of Features

Product Strategy and Rate of Improvement

Quality of Features

Ease of IT Administration

Ease of Data Integration

Vendor Support

Availability and Quality of Training

Ease of Customization