Zoho Books Pricing & Plans (2024 Guide)
Zoho Books offers a robust accounting solution with comprehensive features and an intuitive interface. It's perfect for small businesses seeking affordable financial management tools without compromising on quality.
- Comprehensive accounting features available.
- User-friendly interface for easy navigation.
- Affordable pricing for small businesses.
- Limited third-party integrations available.
- Advanced features may require learning.
Free plan?
YesStarting price
$10 per monthWhat is Zoho Books?
How Much Does Zoho Books Cost?
Zoho Books offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of Zoho Books’ plans, highlighting their key features for various business requirements.
Zoho Books Pricing Plans
- Issue sales receipts and manage credits and refunds efficiently.
- Enable self-service customer portal for enhanced customer interaction.
- Automate payment reminders to ensure timely payments.
- Access P&L, Balance Sheet, and 50+ reports for financial insights.
- Generate divisional reports with reporting tags for better insights.
- Setup recurring expenses to automate regular payments.
- Add custom fields and create custom reports for tailored insights.
- API access for integration with other applications.
- Track sales and purchase orders for better inventory management.
- Record multi-currency transactions for global business operations.
- Analyze project profitability to ensure financial success.
- Collaborate with users through chat, voice, video, and screen sharing.
- Enable self-service vendor portal for streamlined vendor interactions.
- Set up custom domain for personalized business branding.
- Create business-specific custom modules for tailored solutions.
- Embed contextual web pages/apps for enhanced user experience.
- Manage up to 5 warehouses for large-scale operations.
- Track serial numbers and batch tracking for detailed inventory insights.
- Integrate Shopify stores for seamless e-commerce operations.
- Print shipping labels and track shipments for logistics management.
- 50+ pre-built data visualizations for comprehensive reporting.
- Create custom dashboards with charts and widgets for tailored insights.
- Add and track KPIs for performance measurement.
- Collaboratively create reports with colleagues for team insights.
Add-ons
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Zoho Books Pricing Plans in Detail
FREE
The FREE plan is perfect for solopreneurs and micro businesses looking to manage their accounting needs without any cost. It offers essential features like creating invoices, managing expenses, and automating payment reminders. With access to P&L, Balance Sheet, and over 50 reports, users can gain valuable financial insights. The plan also includes a self-service customer portal, making it easier for businesses to interact with their customers.
STANDARD
The STANDARD plan builds on the FREE plan by offering additional features such as connecting bank feeds, generating divisional reports, and setting up recurring expenses. It is designed for small businesses that need more advanced accounting capabilities. With the ability to add custom fields and create custom reports, businesses can tailor the software to their specific needs. API access allows for seamless integration with other applications, enhancing overall business efficiency.
PROFESSIONAL
The PROFESSIONAL plan is ideal for growing businesses that require comprehensive accounting and inventory management solutions. It includes all the features of the STANDARD plan, plus the ability to manage vendor bills, track sales and purchase orders, and record multi-currency transactions. Users can also analyze project profitability and collaborate with team members through chat, voice, video, and screen sharing, making it a versatile choice for dynamic business environments.
PREMIUM
The PREMIUM plan offers enhanced customization and automation features to streamline business processes. It includes everything in the PROFESSIONAL plan, with additional capabilities like budget management, cashflow forecasting, and a self-service vendor portal. Businesses can set up a custom domain and create business-specific custom modules, providing a personalized experience. The plan also allows for embedding contextual web pages and apps, further enhancing user engagement.
ELITE
The ELITE plan is designed for large enterprises that require advanced accounting and inventory management solutions. It includes all the features of the PREMIUM plan, with added benefits like advanced inventory control, warehouse management, and batch tracking. Businesses can integrate up to two Shopify stores, print shipping labels, and track shipments, making it an excellent choice for companies with extensive logistics and e-commerce operations.
ULTIMATE
The ULTIMATE plan provides advanced business intelligence capabilities for data-driven enterprises. It includes everything in the ELITE plan, with additional features like advanced analytics, pre-built data visualizations, and custom dashboards. Users can add and track KPIs, analyze Zoho Books data alongside other data sources, and collaboratively create reports with colleagues. This plan is perfect for businesses looking to gain deeper insights and make informed decisions based on comprehensive data analysis.
Top Zoho Books Features
Automated Invoicing
Imagine the ease of having your invoicing process automated. With Zoho Books, you can set up recurring invoices, send payment reminders, and even accept online payments. This feature saves you time and ensures you get paid faster. I found it incredibly helpful in maintaining cash flow and reducing manual errors. You’ll appreciate how it simplifies your billing process, allowing you to focus on growing your business.
Expense Tracking
Keeping track of expenses can be a daunting task, but Zoho Books makes it a breeze. You can easily categorize expenses, upload receipts, and even track mileage. I loved how it provided a clear picture of where my money was going, helping me make informed financial decisions. You’ll find this feature invaluable for budgeting and ensuring you stay on top of your finances.
Tax Compliance
Tax season can be stressful, but Zoho Books eases the burden with its tax compliance features. It automatically calculates taxes, generates tax reports, and ensures you’re always prepared for tax filings. I found it reassuring to know that my tax obligations were being handled accurately. You’ll appreciate the peace of mind this feature brings, knowing you’re compliant with tax regulations.
Financial Reporting
Understanding your business’s financial health is crucial, and Zoho Books provides detailed financial reports to help you do just that. From profit and loss statements to balance sheets, you get a comprehensive view of your finances. I found these reports instrumental in making strategic decisions. You’ll find them equally beneficial in planning for your business’s future.
Client Portal
Enhancing client relationships is key, and Zoho Books’ client portal does just that. It allows clients to view invoices, make payments, and even collaborate on projects. I found it improved communication and transparency with my clients. You’ll love how it strengthens client trust and streamlines interactions, making your business more professional and efficient.
Who Is Zoho Books Best For?
Zoho Books is perfect for small to medium-sized businesses seeking to streamline their accounting processes. With features like automated invoicing, expense tracking, and tax compliance, it helps businesses manage finances efficiently, ensuring accuracy and saving time.
- Ideal for small businesses.
Zoho Books is tailored for small businesses that need a reliable accounting solution. Its user-friendly interface and comprehensive features make it easy to manage finances, track expenses, and ensure tax compliance without the need for extensive accounting knowledge.
- Great for freelancers and consultants.
Freelancers and consultants will find Zoho Books invaluable for managing their finances. With features like invoicing, expense tracking, and client management, it simplifies financial tasks, allowing them to focus on their core work while ensuring accurate financial records.
- Perfect for growing startups.
Startups looking to scale will benefit from Zoho Books' scalable features. It offers essential accounting tools that grow with the business, providing insights into financial health and helping startups make informed decisions as they expand.
Frequently Asked Questions
What pricing plans does Zoho Books offer?
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Does Zoho Books offer discounts for annual subscriptions?
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.
