ZipBooks Pricing & Plans (2024 Guide)
ZipBooks offers a seamless accounting experience with its intuitive interface and robust features. Ideal for small businesses, it provides comprehensive financial tools at an affordable price, making it a smart choice for efficient financial management.
- User-friendly interface for beginners.
- Comprehensive financial reporting tools.
- Affordable pricing for small businesses.
- Limited integrations with other tools.
- Advanced features require higher plans.
Free plan?
YesStarting price
$15 per monthWhat is ZipBooks?
How Much Does ZipBooks Cost?
ZipBooks offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of ZipBooks’ plans, highlighting their key features for various business requirements.
ZipBooks Pricing Plans
- Manage unlimited vendors and customers efficiently.
- Accept digital payments via Square or PayPal.
- View basic financial reports for insights.
- Connect one bank account for transactions.
- Automate reminders for payments and invoices.
- Save invoice line items for future use.
- Connect multiple bank accounts for transactions.
- Receive account notifications for updates.
- Reconcile every account quickly and efficiently.
- Lock completed books to prevent editing.
- Share documents securely with team members.
- Generate insightful reports for better decision-making.
- Export comprehensive financial packages easily.
- Cobrand your firm on client accounts for branding.
- Edit transactions in bulk for efficiency.
- Manage clients from one centralized dashboard.
ZipBooks Pricing Plans in Detail
Starter
The Starter plan is perfect for small businesses looking to manage their invoicing and vendor relationships without any cost. It allows you to send unlimited invoices, manage vendors and customers, and accept digital payments. With basic reporting and a single bank account connection, it provides essential tools for businesses just starting out.
Smarter
The Smarter plan builds on the Starter plan by adding features that automate and streamline your billing processes. It includes scheduling recurring invoices, automating reminders, and saving invoice line items. With the ability to connect multiple bank accounts and receive notifications, it is designed for growing businesses that need more control and efficiency.
Sophisticated
The Sophisticated plan offers advanced features for established enterprises. It includes smart tagging for organizing books, quick account reconciliation, and the ability to lock completed books. Secure document sharing and insightful report generation make it ideal for businesses that require detailed financial management and analysis.
Accountant
The Accountant plan is tailored for accounting firms, providing tools to manage multiple client accounts. It includes time tracking across accounts, exporting financial packages, and co-branding options. Bulk transaction editing and a centralized client management dashboard make it a comprehensive solution for firms offering accounting and bookkeeping services.
Top ZipBooks Features
Invoicing
Creating invoices with ZipBooks is a breeze. I found it incredibly easy to customize invoices to match my brand, and you can too. The software allows you to send invoices directly to clients, track their status, and even set up recurring invoices for regular clients. This feature saves time and ensures you get paid promptly, which is crucial for maintaining cash flow.
Expense Tracking
Tracking expenses is vital for any business, and ZipBooks makes it simple. I love how you can categorize expenses, attach receipts, and even track mileage. This feature helps you keep a close eye on your spending, ensuring you stay within budget. You’ll appreciate the detailed reports that provide insights into where your money is going, helping you make informed financial decisions.
Financial Reporting
ZipBooks offers robust financial reporting tools that I found invaluable. You can generate a variety of reports, including profit and loss statements, balance sheets, and cash flow statements. These reports provide a clear picture of your financial health, helping you make strategic decisions. I found the reports easy to understand, and you will too, even if you’re not a financial expert.
Time Tracking
For businesses that bill by the hour, ZipBooks’ time tracking feature is a game-changer. I used it to track billable hours accurately, and you can too. The feature integrates seamlessly with invoicing, allowing you to bill clients for the exact time worked. This ensures transparency and accuracy in billing, which clients appreciate. It’s a feature that enhances trust and professionalism.
Project Management
Managing projects is easier with ZipBooks. I found the project management tools helpful for keeping track of tasks, deadlines, and budgets. You can assign tasks to team members, set priorities, and monitor progress. This feature helps you stay organized and ensures projects are completed on time and within budget. It’s a great way to enhance productivity and collaboration.
Client Management
Keeping track of clients is crucial, and ZipBooks makes it simple. I appreciated the client management tools that allow you to store client information, track interactions, and manage billing. This feature helps you maintain strong client relationships by ensuring you have all the information you need at your fingertips. It’s a feature that enhances customer service and satisfaction.
Bank Reconciliation
Reconciling bank accounts is a breeze with ZipBooks. I found the bank reconciliation feature intuitive and efficient. You can connect your bank accounts, import transactions, and match them with your records. This ensures your financial data is accurate and up-to-date, which is essential for making informed business decisions. It’s a feature that saves time and reduces errors.
Tax Preparation
Preparing for tax season is less stressful with ZipBooks. I used the tax preparation tools to organize financial data and generate reports needed for tax filing. You can do the same, ensuring you’re ready when tax time comes. This feature helps you stay compliant and avoid penalties, giving you peace of mind. It’s a valuable tool for any business owner.
Multi-Currency Support
If you deal with international clients, you’ll love ZipBooks’ multi-currency support. I found it easy to invoice clients in their local currency, and you can too. The software automatically converts currencies, ensuring accurate billing. This feature helps you expand your business globally without the hassle of manual currency conversions. It’s a feature that enhances your business’s reach and competitiveness.
Mobile Access
Accessing ZipBooks on the go is a huge advantage. I loved the mobile app, which allows you to manage your finances from anywhere. You can send invoices, track expenses, and view reports right from your smartphone. This feature provides flexibility and convenience, ensuring you’re always in control of your business finances. It’s a feature that enhances productivity and efficiency.
Customizable Dashboards
Having a customizable dashboard is a game-changer. I enjoyed setting up my dashboard to display the financial metrics that matter most to me, and you can do the same. This feature allows you to monitor your business’s performance at a glance, helping you make informed decisions quickly. It’s a feature that enhances your ability to stay on top of your finances.
Collaboration Tools
Collaborating with your team is seamless with ZipBooks. I found the collaboration tools helpful for sharing financial data and reports with team members. You can assign roles and permissions, ensuring everyone has access to the information they need. This feature enhances teamwork and ensures everyone is on the same page, which is crucial for achieving business goals.
Who Is ZipBooks Best For?
ZipBooks is perfect for small businesses seeking to streamline their accounting processes. With features like invoicing, expense tracking, and financial reporting, it helps businesses manage their finances efficiently without the need for complex software.
- Great for small businesses.
ZipBooks is ideal for small businesses that need a straightforward accounting solution. Its user-friendly interface and essential features make it easy for business owners to manage their finances without needing extensive accounting knowledge.
- Perfect for budget-conscious teams.
ZipBooks offers affordable pricing plans that provide essential accounting features, making it a great choice for teams looking to manage their finances without overspending on software.
- Ideal for freelancers and contractors.
Freelancers and contractors will find ZipBooks particularly useful for managing invoices and tracking expenses. Its simple interface and essential features make it easy to keep track of financial transactions and generate reports.
Frequently Asked Questions
What pricing plans does ZipBooks offer?
Is there a free plan available with ZipBooks?
Can I upgrade or downgrade my ZipBooks plan?
Are there any discounts available for annual subscriptions?
Does ZipBooks offer a trial period for its paid plans?
What payment methods does ZipBooks accept?
Is there a setup fee for ZipBooks?
Can I cancel my ZipBooks subscription at any time?
Does ZipBooks offer customer support for its free plan?
Are there any hidden fees with ZipBooks?
Martin Lunendonk
Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.
