Zoho

Zoho Books

Composite Score

8.5 /10

CX Score

8.9 /10

62 Reviews Write a Review

Get Demo

In Partnership With SelectHub

Claim Software

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

Book a Free Demo Today!

See it in action with a free demo.

Click below to sign up on our partner's website.

Get Demo

In Partnership With SelectHub

Awards & Recognition

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

Filter By

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

{y}

{name}

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

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

Pat B.

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

Validated Review

Verified Reviewer

Submitted Jan 2025

Online book keeping

Likeliness to Recommend

7 /10

What differentiates Zoho Books from other similar products?

Zoho Book is good for account and keeping online invoices.

What is your favorite aspect of this product?

Easy to create and share invoices

What recommendations would you give to someone considering this product?

Managing Sales is easy and reliable

Pros

Helps Innovate
Enables Productivity
Reliable
Performance Enhancing

Blanca D.

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

Validated Review

Verified Reviewer

Submitted Dec 2024

Zoho Books: Accounting for Every Detail.

Likeliness to Recommend

9 /10

What differentiates Zoho Books from other similar products?

Take invoicing, for instance. With clients scattered across different time zones and billing cycles, the automation in Zoho Books has been a game-changer. Last quarter, we onboarded a major client with variable milestone payments. Zoho Books ensured that invoices were automatically generated and sent out at each milestone, with zero manual intervention. Plus, the ability to customize invoices gave us the flexibility to include project-specific details that clients appreciate.

What is your favorite aspect of this product?

Bank reconciliation is another area where Zoho Books truly stands out. It’s intuitive and surprisingly fast. In fact, reconciling our accounts—once a dreaded end-of-month ritual—is now a seamless process that I can trust without second-guessing. I particularly enjoy how it flags discrepancies for review, ensuring no surprises at audit time.

What do you dislike most about this product?

That said, the mobile app could use some enhancement.

What recommendations would you give to someone considering this product?

Zoho Books has made our financial processes smoother, especially in managing recurring IT service contracts and project-based billing. The real-time dashboard offers a bird’s-eye view of cash flow, making budget forecasting far less daunting. My team and I no longer spend hours chasing numbers—it frees up time for strategic decisions.

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 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

Pranshu S.

Overall Solution/Tax compliant/API Limitations

Likeliness to Recommend

Pros

Cons

Pat B.

Online book keeping

Likeliness to Recommend

Pros

Blanca D.

Zoho Books: Accounting for Every Detail.

Likeliness to Recommend

Pros

Most Popular Zoho Books Comparisons

Quickbooks Online

Xero

FreshBooks

Wave

TallyPrime

Sage Business Cloud Accounting

3
Since last award

1
Since last award

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