Zoho Books is a cloud-based accounting software designed for small and medium-sized businesses. It offers features like inventory management, project tracking, bank reconciliation, and client collaboration, making it ideal for businesses seeking efficient financial and operational management. It's particularly useful for service-based businesses, e-commerce stores, and companies with project-based workflows.

Zoho Books allows you to link your bank and credit card accounts to automatically fetch transactions, ensuring real-time updates. You can also set up custom bank rules to categorize transactions automatically, making it easy to reconcile accounts quickly and accurately. The platform supports multi-bank connections to manage accounts from various financial institutions in one place.

Yes, Zoho Books provides robust inventory management features. It tracks stock levels, sets reorder points, sends alerts for low stock, and syncs inventory across online sales platforms like Amazon and Shopify. This ensures accurate inventory control, preventing stockouts and overstocking issues.

Zoho Books enables businesses to create projects, log employee time entries, and track billable hours. Clients can approve timesheets directly through the customer portal, and you can generate invoices based on the time and work logged. Additionally, the software allows for budget analysis, helping you monitor project profitability in real-time.

The Customer Portal is a self-service platform where your clients can access their invoices, estimates, and transaction history. Through the portal, clients can pay invoices, approve quotes, and collaborate seamlessly. This improves communication, reduces delays, and enhances client satisfaction.

Yes, Zoho Books includes document management features with an autoscanning tool that digitizes documents and extracts essential data. This functionality converts uploaded receipts or invoices into transactions, saving time. Users can also purchase additional autoscans as needed for greater flexibility.

Yes, Zoho Books includes document management features with an autoscanning tool that digitizes documents and extracts essential data. This functionality converts uploaded receipts or invoices into transactions, saving time. Users can also purchase additional autoscans as needed for greater flexibility.

Zoho Books simplifies tax management by enabling users to set up tax rates, calculate taxes automatically, and generate detailed reports. The software supports GST, VAT, and other regional tax regulations, ensuring compliance. It can also generate tax return documents to ease the filing process.

Yes, Zoho Books is highly customizable. You can tailor invoices, estimates, and workflows to reflect your business's branding and operational requirements. Additionally, the software offers customizable fields, user roles, and scalable features like advanced reporting to adapt to your unique business processes.