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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 NeatInvoices?

Ensure that no invoice remains unpaid, as you rightfully deserve to receive compensation for your hard work. Keep all your invoices and payments neatly organized in a single, easy-to-manage location. Eliminate the frustrating wait for checks to arrive in the mail and access your funds more swiftly through Neat's esteemed partner, WePay, which is a subsidiary of Chase. Your clients will find it convenient to make payments via credit/debit cards or bank transfers. There’s no obligation to upgrade to access the full suite of features—enjoy hassle-free invoicing for your services and products. Standard processing fees will only apply when customers opt to pay with credit or debit cards or through bank transfers. Delight in the benefits of using a professional and user-friendly invoicing tool without the weight of subscription fees hanging over you. You can create and send out branded invoices in mere minutes, making the process seamless. While we offer a friendly chatbot on our website, it is designed to connect you directly to a live person for any help you may need. Moreover, you will have unlimited access to tailored support from a Neat expert, ensuring your needs are comprehensively addressed without any additional charges, which provides you with peace of mind. With these resources at your disposal, you can focus more on your work and less on the financial details.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
Data Sentinel
Fracttal
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
MLM Soft
Make
OrderEase
Quicken
RAY
Refold
Square Payments
Stackreaction
Zapier
Zoho Creator
Zoho Inventory
upSWOT

Integrations Supported

Campaign Monitor
Constant Contact
Data Sentinel
Fracttal
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
MLM Soft
Make
OrderEase
Quicken
RAY
Refold
Square Payments
Stackreaction
Zapier
Zoho Creator
Zoho Inventory
upSWOT

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com/neatinvoices/

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

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

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