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What is Zoho Books?

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

What is CashManager?

Run your business according to your own preferences with CashManager, which provides both desktop and online choices for ultimate flexibility. Choose from CashManager Lite, Plus, or a combination that suits your unique requirements, ensuring that you only pay for the features you need. Importing and organizing your financial statements becomes a breeze, and with our automated bank feed, keeping your accounts accurate has never been easier. Stay on top of your business's performance with advanced budgeting tools and comprehensive reports at your disposal. The management of your cash flow is now more straightforward than ever! This software is crafted to be intuitive and easy to adopt, making the transition seamless. Improve your cash flow with intelligent invoicing solutions tailored specifically to your business operations. You can maintain full control over your financial management from your desktop, even without internet access, ensuring ongoing oversight and efficiency. CashManager empowers you with financial clarity and convenience at all times, making it an invaluable tool for your business. With its versatility and user-friendly design, it adapts to your workflow effortlessly.

Media

Media

Integrations Supported

CloudPayroll
Axis LMS
Codat
Cone
Forescribe
HubSpot Customer Platform
HubSpot Marketing Hub
Jibble
KonnectzIT
Kylas
Microsoft 365
MindCloud
Pipedream
Quickwork
Refold
RentSyst
Shogo
Wingspan
Zoho Cliq
Zoho Commerce

Integrations Supported

CloudPayroll
Axis LMS
Codat
Cone
Forescribe
HubSpot Customer Platform
HubSpot Marketing Hub
Jibble
KonnectzIT
Kylas
Microsoft 365
MindCloud
Pipedream
Quickwork
Refold
RentSyst
Shogo
Wingspan
Zoho Cliq
Zoho Commerce

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00/month
Free Trial Offered?
Free Version

Pricing Information

$500 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/us/books

Company Facts

Organization Name

Accomplish

Date Founded

1998

Company Location

United States

Company Website

us.accomplishglobal.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

GST

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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