Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.
You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.
About Sage Intacct
Sage Intacct is an award-winning cloud financial management system that is part of Sage Business Cloud, the one and only business management solution that customers will ever need. Sage Intacct is used by thousands of organizations from startups to public companies to improve business performance and make finance more productive. A native cloud solution, Sage Intacct delivers deep accounting capabilities across multiple industries designed with a single aim—to accelerate customer success.
Features
2-Factor Authentication
Accounts Payable
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Features
2-Factor Authentication
Accounts Payable
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Summary
Invoicing: create, manage and send customer invoices and accept online payments.
Bills: manage vendors and keep track of the bills to be paid.
Expenses: upload expense receipts and track business expenses
Banking: connect online bank and credit card feeds.
Workflows: trigger email notification and field updates in Zoho Books with custom workflows
Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L
Micro and small-sized businesses
Medium-sized businesses
What is this service generally used for?
Zoho Books is used by growing businesses to handle end-to-end accounting. From invoicing to inventory management to payment tracking to banking and reconciliation, Zoho Books helps businesses manage their business finance and helps in automating mundane tasks.
What platforms does this service support?
Webapp, iOS, Windows, Android
Does this service offer guides, tutorials and or customer support?
Yes. We have a comprehensive set of FAQs and help documents listed on our website. We also offer tutorial and product walkthrough videos that you can find on our YouTube channel.
Does this service integrate with any other apps?
Yes. Zoho Books integrates seamlessly with Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Subscriptions, and Zoho Projects. It also integrates with payment gateways like Stripe, Paypal, 2Checkout, and other business solutions like Slack, Zapier, Google, and Microsoft suite.
What are some applications this service is commonly used in tandem with?
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