Zoho Books
Introducing Zoho Books
Smart, Seamless, and Scalable Accounting for Modern Businesses
Zoho Books is a powerful, cloud-based accounting solution designed to streamline financial management for businesses of all sizes. Whether you’re a freelancer, startup, or growing enterprise, Zoho Books offers a complete suite of tools to help you manage your finances with clarity, confidence, and control.
Zoho Books also enables smarter decision-making with built-in automation and over 70 financial reports, giving you deeper insight into your business health. With secure mobile access and a self-service client portal, you can work from anywhere and enhance client collaboration. Scalable, compliant, and built for modern business needs.
Zoho Books isn’t just accounting software — it’s your financial command center for sustainable growth.
Why Choose Zoho Books?
Fully compliant with Indian GST laws and global tax frameworks
Seamlessly integrates with Zoho CRM, Zoho Inventory, Zoho Payroll, and 50+ other tools
Highly scalable to meet the needs of startups, growing SMEs, and large enterprises
Cloud-secure platform with role-based access, encrypted data, and regular backups
Backed by Zoho’s ecosystem, with 24/5 support and a trusted global reputation
360° Financial Visibility
Track every rupee, reconcile every account, and stay in control of your finances.
With Zoho Books, you get a unified financial command center. Every transaction — from customer payments and vendor bills to bank activity and tax data is organized in one place. The system consolidates information from across departments and channels to offer a complete, real-time view of your business’s financial health.
Key Benefits:
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Unified dashboard for receivables, payables, banking, and cash flow
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Smart categorization of transactions across modules
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Custom views, filters, and reporting tools to analyze financial performance
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Real-time visibility into business profitability and liabilities
Invoicing Made Easy
Create, customize, and send GST-compliant invoices in minutes.
Zoho Books streamlines the invoicing process from creation to collection. Design personalized invoice templates, add taxes automatically, and share invoices instantly via email, WhatsApp, or the client portal. Built-in payment gateways allow your customers to pay you on time, every time.
Key Benefits:
Easy invoice generation with drag-and-drop design templates
Automatic GST calculations based on item and customer location
Support for multi-currency and multi-language invoicing
Online payment integrations (Razorpay, Stripe, PayPal, and more)
Automatic payment reminders and late fee rules to accelerate collections
Smart Expense & Purchase Management
Know where your money goes, and take charge of your spending.
Stay on top of your operating costs with end-to-end expense tracking and purchase management. Zoho Books allows you to record one-time or recurring expenses, categorize them, attach receipts, and assign them to projects or departments.
Key Benefits:
Record and categorize expenses effortlessly
Upload receipts through mobile or email
Convert purchase orders into bills with one click
Manage vendor credits, advance payments, and partial bills
Set up multi-level approval workflows for purchases and expenses
Automated Banking & Reconciliation
Connect your bank accounts. Automate your reconciliation.
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By integrating with your bank accounts, Zoho Books automatically fetches bank feeds and matches them with recorded transactions. It detects anomalies, suggests matches, and helps you reconcile books with a few clicks — saving hours of manual effort.
Key Benefits:
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Direct bank feeds from major Indian and international banks
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Auto-matching of transactions with intelligent suggestions
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Bank rules for recurring transaction categorization
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Multi-account support and bulk reconciliation
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Instant visibility into balances and cash flow
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GST & Tax Compliance
Stay audit-ready with built-in GST filing and automated tax handling.
Zoho Books is fully equipped for Indian tax regulations. It automatically applies GST and TDS to invoices and bills, maintains audit trails, and generates return-ready reports for accurate and hassle-free compliance.
Key Benefits:
Automatic tax calculation based on invoice type, location, and item
GSTR-1, GSTR-3B, and GSTR-9 report generation in government format
E-way bill and reverse charge mechanism support
TDS configuration and deduction management
Complete audit log and transaction history for inspections
Real-Time Reports & Dashboards
Access critical insights, not just data.
Zoho Books gives you 70+ built-in reports that cover every aspect of your financials — from profitability to aging receivables. Dashboards provide visual insights to help you make data-backed decisions in real time.
Key Benefits:
Profit & Loss, Cash Flow, Trial Balance, and Balance Sheet reports
Project-specific and department-wise reporting
Graphical dashboards with key financial KPIs
Customizable reports with filters, columns, and date ranges
Scheduled delivery of reports to stakeholders via email
Automation & Workflows
Eliminate repetitive tasks and focus on growth.
Automate routine accounting tasks such as invoicing, follow-ups, and payment processing. Zoho Books also lets you build approval flows, custom alerts, and advanced automation using its built-in scripting engine, Deluge.
Key Benefits:
Auto-generation of recurring invoices and bills
Scheduled reminders for due payments and bills
Approval flows for purchases, expenses, and credit notes
Trigger-based workflows to update fields or send notifications
Deluge scripting for advanced logic and customization
Mobile-Ready & Client Friendly
Do your accounting anytime, from anywhere.
With Zoho Books’ mobile apps, you can run your finances on the go. Your clients can also enjoy a modern, branded portal to view their transactions, download invoices, approve quotes, and make payments — enhancing trust and convenience.
Key Benefits:
iOS and Android apps for accounting, billing, and reporting
Offline functionality with auto-sync when back online
Self-service client portal for invoices, estimates, and payments
Real-time notifications for client actions and messages
Enhanced client experience with reduced dependency on follow-ups
Zoho Books isn’t just software — it’s your financial backbone for scaling with confidence.
