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Zoho Books caters to businesses of all sizes across multiple industries, such as legal, real estate, retail, wholesale, education, maritime, financial services, healthcare, manufacturing and more.
Government, Education, Unions, Non-Profits, Automotive, Medical, Insurance, Financial Services, Credit Unions, Community Banks, FinTech, SaaS, Professional Services, Home Services, ISV's
In the beginning stage of our business zoho tool was great and helped us maintain good records with perfect reporting.
I am also missing cash flow prediction modeling. I am also missing the xml invoice export, for that I need another tool.
The another best thing about this software is that it is the best accounting financial management software because it is the most reliable software for accounting as compared to its competitors.
It can't be integrated into other softwares and slightly lack something that other competitors have.
I finally landed on Zoho Books and my experience with this software is amazingly outstanding in its results and ease of use.
You leave a message for the agent to call you back and no one does.
Zoho is a good solution for small entities for invoicing and maintaining basic accounts. Its has a good mobile compatibility which helps in getting work done fast and easy.
No matter how many times you call or email, no one follows up - and if they do it's certainly not in a timely manner.
Has been very useful for our recurring payments, the automated features make it nice and easy.
The only negative that I have is the lengthy application that clients have to fill out.
It would have saved me a lot of money. They are super easy to work with should any questions arise.
Intellipay set up was HORRIBLE it took 3 months to get set up. No one would answer questions, sales person kept turning over as employees.
Also I like the ability to run reports to reconcile as well as allow the end user the ability to keep an eye on their payments and day to day processing.
Only complaint I have is reconciling at the end of each month. Since I use ACH/echeck and CC as payment options, it takes time to match up all the chgs.
Overall is has been good. They have responded when we contact them to help us and our questions get answered.
Still trying to figure out why some charges are not showing on your reports, yet showing processed by the bank or vice versa.
Patrick S.: Hi, I'm Patrick. I'm the owner of this business. I've been using Zoho Books for about five years, and I give it five out of five stars. It's a fantastic product and I highly recommend it. For more reviews, click here. I use Zoho Books to help me run my business and monitor the day-to-day financials of money coming in and money going out. Helps me be more productive. What I like most about Zoho Books is its ease of use and it seamlessly integrates with my other Zoho products, like my Zoho CRM. What I dislike, there's not really much to dislike, other than doing your financials is not the most fun thing about running a business. But I guess everybody else can say the same thing.
Prioritize real-user-identified key features according to your needs to find your best fit.
Zoho Books
IntelliPay
Top FeaturesIntelliPay
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