Zoho Books

What is Zoho Books?

Zoho Books is a comprehensive cloud-based accounting platform designed to streamline financial management for growing businesses. It consolidates key financial information on a centralized dashboard, enabling instant access to cash flow, outstanding invoices, and bills due. The platform supports a wide range of business transactions, from sales-related activities like estimates, invoices, and credit notes, to purchase-related transactions such as purchase orders, bills, and vendor credits.

Highlights

• Automated workflows: Zoho Books allows users to automate repetitive tasks, such as sending payment reminders, setting up custom workflows for invoices, estimates, and credit notes
• Secure data management: The platform offers two-factor authentication and customizable user access controls to protect financial data
• Customizable templates: Businesses can tailor the templates for all their business transactions to align with their brand identity
• Seamless integrations: Zoho Books integrates with various Zoho products, including CRM, Inventory, and Subscription tools, as well as third-party solutions like PayPal, Stripe, and Dropbox
• Multi-currency and multi-language support: The platform allows businesses to generate invoices in their customers' preferred currencies and supports multiple languages.