# Compare Zoho Books vs Refrens 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Zoho Books and Refrens based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/163115-204191/Zoho-Books-vs-Refrens --- # Zoho Books vs Refrens Features and Cost Comparison Last updated July 10th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Zoho BooksRefrens2/4 selected [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) [Refrens](https://www.capterra.com/p/204191/Refrens/)[4.9 (225)](https://www.capterra.com/p/204191/Refrens/reviews/) [## Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting Price $20.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.4 Customer Service 4.2 Reviews Sentiment Based on [674 reviews](#user-reviews) Positive 602 Neutral 45 Negative 27 [## Refrens](https://www.capterra.com/p/204191/Refrens/)[4.9 (225)](https://www.capterra.com/p/204191/Refrens/reviews/) Starting Price Contact vendor Value-for-Money 4.7 Functionality 4.8 Ease of Use 4.8 Customer Service 4.7 Reviews Sentiment Based on [225 reviews](#user-reviews) Positive 223 Neutral 1 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 15,533 reviews from billing and invoicing software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 72%Fit Missing features Feature ratings Invoice Creation 4.7 Invoice Processing 4.6 Payment Processing 4.5 Credit Card Processing NA Quotes/Estimates 4.7 83%Fit High performer Feature ratings Invoice Creation 4.8 Invoice Processing 4.9 Payment Processing 4.8 Credit Card Processing 4.3 Quotes/Estimates 4.6 User satisfaction User satisfaction 4.4 User reviews[674](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Ease of use 4.4 Functionality 4.3 Value for money 4.4 Customer support 4.2 User satisfaction 4.9 User reviews[225](https://www.capterra.com/p/204191/Refrens/reviews/) Ease of use 4.8 Functionality 4.8 Value for money 4.7 Customer support 4.7 Price starts from Price starts from $20Other, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for 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. Best for MSMEs, SMEs, Small Business, Consultancy, Agencies. Startups, Service Industry Businesses, Manufacturing Businesses, Traders, Wholesalers, ## User reviews Pros & cons NHH Nguyen H. H. Deputy Service Manager > "The bank feed connection has saved us hours a month working on reconciling transactions." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7163564) NHH Nguyen H. H. Deputy Service Manager > "Certain operations such as importing bulk data are a bit cumbersome." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7163564) VR Verified Reviewer Growth Head - Sales > "It’s also one of the most widely used products out there and has really played a big role in transforming how businesses manage..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967) LT Luke T. Director and Tutor > "Another small problem is that it doesn't import your bank transactions until the day after the transaction has taken place,..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6829781) BB Ben B. CEO > "Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) DS David S. Customer Service Representative > "The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753) VR Verified Reviewer Gen Secretary > "Havent experienced any bug, there was one concern which was fixed immediately. and i'd recommend it for both small business as..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032) GK Girish K. Owber > "No desire to even show how a feature works." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078) BB Ben B. CEO > "Favorite feature: automated invoicing and payment tracking." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) GK Girish K. Owber > "Zoho support has no solution for this." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078) Alfredo J. Consultant > "I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659) SG Sally G. Customer Service Auditor > "Some features don't work if you are not in the US." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693) VR Verified Reviewer Gen Secretary > "Data management is so good, i am uploading all the invoices too in the application." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032) DR Darren R. Director > "The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227) ME Mohamed E. manager > "The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) AV Alisodai V. Proprietor > "They were unable to give any solution for my problem even after 7 months time." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7020672) VR Verified Reviewer COO > "I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480) HD Haythum D. IT Engineer > "in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4946352) ME Mohamed E. manager > "One of the easiest interfaces for creating estimates and invoices is Zoho Books." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) ME Mohamed E. manager > "Data migration is quite difficult for businesses with a lot of data." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) ME Mohamed E. manager > "The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) MG Michael G. President > "does not integrate easily with Microsoft Office suite" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6559335) NL Nzai L. project officer sanitation and hygiene > "i like the ability of the software to manage clients online through clients patrol and making recuring invoices payments , its..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4962668) DS DAMON S. Director > "Uncleared notifications on the app that I just can’t seem to clear" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6466142) Raj Shekhar S. Cofounder > "Their has been no product failures or issues, and new features are regularly rolled out too." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7066801) PB Phillip B. President > "For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6178338) DS David S. Customer Service Representative > "It also offers great GST compliance features which are a big advantage for my business." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753) MA Monica A. program manager > "the application is very hard to master mostly on how to handle recurring payments within your organization" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4983997) DR Darren R. Director > "We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227) AM Alicia M. Accountant > "For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6028821) Alfredo J. Consultant > "I enjoy how it integrates with their expense tracker and with PayPal." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659) SK Stephen K. insurance manager > "it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4655805) BB Ben B. CEO > "Mobile app is a plus, gives real-time access to financials." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) SY Surjesh Y. Software Engineer > "Some users might discover that the software is not as customised as they would want. Although it has a variety of functions,..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4628961) Juan B. CEO > "I am able to set up recurring billing for my clients, which has saved me a lot of time and helped me maintain a steady stream of..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814) SD Sharif D. Inventory analyst > "the software is expensive in case you are purchasing it once" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4980610) VR Verified Reviewer COO > "Zoho Books combines quoting, invoicing in a very efficient way." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480) HN Hilda N. Youth research advisor > "The application is mostly very slow when updating it and in the process you may lose your data and in the due course costimg you..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361) AT Amy T. CFO > "Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810) IL Immaculate L. Finance Director > "The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4604401) JK Jeethendra K. Founder & CEO > "The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___5019964) Jared L. Business Development > "No need to wait for another person to send an invoice and possibly lose the customer to dead time from 'Yes' to the ability to pay" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3859870) CS Connor S. Brokerage Operations Associate > "The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6537888) WO William O. Manager > "So I am just going to find something else can consider all the work I have done in my account as a loss...." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___5078207) SG Sally G. Customer Service Auditor > "The interface is clean and clear." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693) MS Melissa S. CSR > "Gets very expensive to activate advanced features" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6002964) LL Lydia L. Blow Mold Operator > "It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6006953) Kirti V. developer > "However, some users have reported issues with customer support and limited customization options." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918) JW Joel W. Program Manager > "I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6167413) Shyamal P. Founder > "They forced us to buy 12 months subscription saying migration won't be done unless we pay2." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027) WT Winnie T. Manager > "I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216) JV James V. Assistant Management Accountant > "Team collaboration related features of Zoho Books are not quite sufficient for our requirements." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4070417) VR Verified Reviewer Growth Head - Sales > "Customer service is also very prompt and helpful team." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967) Becky F. Software Developer > "This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4669391) WT Winnie T. Manager > "I use it for project planning and accounting While sitting in my dining room therefore it eased work for me" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216) VR Verified Reviewer Software developer > "Limited customer support users can only access support via email or live chat,- limited user permissions" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4640276) VV Vikas V. Software Consultant > "Reports are a great way to break things down for more clarifity." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6685125) Kirti V. developer > "Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918) KI Kalume I. Senior IT technician > "The software integrates with Zoho invoice which makes work of creating invoice easy and massive. " [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5003016) VR Verified Reviewer Land Surveyor > "There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___3433842) Juan B. CEO > "I was able to easily and quickly track my income and expenses and generate financial reports in seconds." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814) DP Darshan P. Administrator > "It has more user restrictions and payroll service is not available." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4775876) AT Amy T. CFO > "It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810) BH Ben H. Manager > "Very little hand holding or clues for the average business user that doesn't have an accounting degree." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4622616) BB Ben B. CEO > "Cloud-based with a solid mobile app so good for being on the go." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) SV Shanmugam V. Article Trainee > "The data migration from our old software to Zoho was a bit difficult." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4601740) VK Vinit K. Backend developer > "The ability of Zoho Books to handle accounting chores like billing, expenditure tracking, and bank reconciliations is one of its..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4623050) FF Frank F. President > "When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3503773) GK Gatuko K. Accounting Manager > "It handles accounts payable and comes with lots of data security features" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6174493) TM Theresa M. CEO > "They forgot to tell you to click on Settings first, and THEN select Preferences." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4793501) Dedre M. Owner > "Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090) BC Briana C. Accounts Payable Manager > "Now that things are web-based when the wi-fi goes out I can't use the software." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4344049) HN Hilda N. Youth research advisor > "With Zoho book I have been able to manage customers and suppliers interaction using client protal and by sitting up payments..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361) Shyamal P. Founder > "This migration tool fails for unknown reasosns." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027) SA Sayed A. Project Engineer > "It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4741271) MK Milena K. Bookkeeper > "Limitation of the functions and the customer service wasn't as expected." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4789839) TA Tarek A. Customer Service Specialist > "I get tasks related to real-time management, such as interval billing and invoicing, so ZohoBooks' features are practical for..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4602422) Andre V. Director > "They do not fix old issues unless they are critical to the functioning of the software." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3718664) Kirti V. developer > "Zoho Books automates many time-consuming tasks, such as invoicing, payment reminders, and expense tracking, saving you time and..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918) KF Kadeem F. IT Consultant > "Invoice customisation is really lacking." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4780181) [View Reviews](https://www.capterra.com/p/163115/Zoho-Books/reviews/) KM Kenneth M. Manager > "The platform saves time and keeps everything organized in one place, making daily business operations smoother. While there is room for improvement in..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7166048) KA Kashish A. CMO > "I've tried multiple accounting/invoicing software in past and major issue have been either limitation to create invoice in multiple currencies and the..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7162552) RA Riyaz A. Owner > "It simplifies the creation of quotations and invoices, and offers clear visibility of due dates, which makes tracking and follow-ups much more efficient." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7141826) Charan P. Founder > "At times, the mobile app navigation feels less intuitive, occasional loading delays happen when handling multiple clients, and customer support response..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7140199) Shiv M. Founder > "The ability to generate real-time reports like P&L, balance sheet, and cash flow gives clear visibility into financial health." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7117674) SS Santosh S. Manager > "Good, Additionally, advanced integrations and deeper financial customizations remain limited compared to larger platforms, and the reporting features are..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) NM Nitin M. CEO > "Being cloud-based, it allows our team to access data from anywhere, and the automation features save a significant amount of manual work." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7165379) Alouis M. Director of Marketing > "The paid subscription can feel costly, particularly for small businesses or freelancers who only need a few more features than the free version offers." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7100319) Sanket J. VP-Business Development > "Its primary strength lies in its simplicity and speed—you can generate professional, GST-compliant invoices in under a minute and share them instantly via..." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7132715) MI Mukama I. MANAGING DIRECTOR > "The paid subscription can feel costly, particularly for small businesses or freelancers who only need a few more features than the free version offers." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7109335) Alex Owusu A. Electrical engineering services > "I particularly use it’s invoice generation feature much, as it help prepare a professional invoice for my clients" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7144123) RL Rebecca L. Owner > "Sometimes I end up recreating the same invoice multiple times before it finally saves successfully, which can be frustrating." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) Debadri N. Partner > "Also the Refrens associates are very efficient in resolving my issues related to my request for a customised plan tailored for my workflow." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7090029) CT Chirag T. Business Development > "I was unable to add HSN codes in the quotation, which limited detailed tax classification thats it r" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7089416) SS Santosh S. Manager > "Clean, User-Friendly Interface: The dashboard is highly intuitive, making it easy for users with no accounting background to generate professional..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) SS Santosh S. Manager > "Finally, a few premium features are locked behind paid plans, which can feel restrictive for growing businesses." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) KM Kenneth M. Manager > "I also appreciate the ability to track payments, manage clients, and access records from anywhere through the cloud." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7166048) RL Rebecca L. Owner > "I wish it were more user-friendly, as it tends to crash frequently. While I wouldn’t necessarily call them “bugs,” there are definitely stability issues." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) HO Happiness O. Founder > "It makes creating professional invoices fast and helps keep client accounts organized without any hassle." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7162570) MA Michael A. Procurement officer > "I least liked the limited customization options and occasional delays in receiving updates, which might affect my business." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7026318) PRP Praveen Raj P. WEDDING PHOTOGRAPHER > "lead capturing feature is very much helpful for me to track my leads and send quotation & invoices instantsly." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7115205) Kapil A. IT > "Offline Functionality: If you often work in areas with poor internet connectivity, the reliance on an internet connection for using Refrens on your phone..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6396076) Aryan S. Aerial Cinematographer > "My experience with refrens has gone very smoothly and it gets my work faster and when clients need the invoices i can quickly generate it or quotation" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7140049) BA Benard A. Sales and Marketing > "Before 2023, I struggled with inconsistent quotation formats." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7075273) Balint Istvan S. Managing Partner, CCO > "Customer service is responsive and helpful when questions come up, which adds a lot of confidence when using the platform for business invoicing." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7082851) NA Nimit A. Co-Founder > "Newer freelancers might find the reliance on testimonials a hurdle, and some advanced features of larger platforms are currently lacking." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6780601) Nicolas L. Director > "We moved away from using generic spreadsheets and over-complicated enterprise ERPs to Refrens because it specifically addresses the needs of service-based..." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7113001) SB Stephan B. Self Employed > "Can't put any deductions in the main field, you have to use a special field for that which does not make cense." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6768395) KB Karthik B. Proprietor > "It was life saver, I only spend a very little time of billing and other paper works and it helps in reminding me the due invoices which I find is helpful" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7085030) RS RAMKESH S. CEO > "As i am one of the early users there were alot of minor glitches that I faced sometimes also we cannot have more customization options" [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6791940) VR Verified Reviewer Owner > "It also makes managing clients and payments in one place extremely convenient, making my workflow more organized and efficient." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7124459) MM Mario M. Mr > "Lack of customization, time zone difference for agents" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6568866) MF Mohd F. Business owner > "The clean interface and useful features like client management and tracking make it a great tool for small businesses.”" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7126812) Marius W. Owner > "A lot of menu points are a bit confusing sometimes." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6768233) RL Rebecca L. Owner > "The platform is simple to navigate, which allows me to quickly create and send invoices without spending a lot of time figuring things out." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) Kamal T. CEO > "There isn't the french language, i need it most of the time to show a better looking Invoice, most of my clients don't speak english." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___4986653) Adam I. Exec > "Creating invoices, tracking payments, and managing clients can be done quickly without confusion." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7132699) Mohd S. Web Designer > "I tried writing on support chat from the dashboard as well but the message fails to send everytime." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6136795) NM Nitin M. CEO > "The GST support, customizable templates, and client management features are particularly useful." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7165379) SC Suhel C. Store Manager > "As I have mentioned that when I put item wise discount while I am preparing a quotation it gives a wrong calculation." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___5019695) Shiv M. Founder > "What stands out the most is how automated the entire system is right from invoice generation to bookkeeping and payment tracking." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7117674) Mohd S. Web Designer > "Scammers!!!" [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6136795) AU Abrar U. Support cordinator > "Overall, Refrens is reliable, efficient, and perfect for freelancers or small businesses who want a simple yet powerful invoicing solution without..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7123807) BG Bharat G. Managing Director > "Minor field changes are sometimes difficult." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___4711102) [View Reviews](https://www.capterra.com/p/204191/Refrens/reviews/) ## User interface 4.39 (674) [Refrens](https://www.capterra.com/p/204191/Refrens/) 4.88 (225) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Accounting Integration 207 Important Activity Dashboard 150 Important AI Copilot 120 Important Zoho Books 24/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders - Reporting & Statistics [See all features](https://www.capterra.com/p/163115/Zoho-Books/#features) Refrens Top features 41/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders - Reporting & Statistics [See all features](https://www.capterra.com/p/204191/Refrens/#features) ### Recognition Zoho Books is recognized as a top-rated tool in 3 Capterra Shortlist reports Refrens Best Value Billing and InvoicingSoftware (2023)  ### Deployment & support Zoho Books Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Refrens Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Zoho Books - By Zoho - Located in United States - Founded in 1996 Refrens - By Refrens Internet - Located in India - Founded in ## 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