Automated Bank Feeds
Zoho Books will let you import all bank and credit card transactions and categorize them according to your bank rules. Hence eliminating tedious data entry tasks and save more time, while being compliant with all banking and financial standards at the same time.
More Customer Engagement
Zoho Books is loaded with collaboration features that make users feel involved in the payment process. Your users can be given access to their estimates, invoices, and make direct payments using Zoho's online client portal.
Send and Track Invoices
With Zoho Books, you can collect prepayments and retainers, pull off invoices, record offline payments, and associate these payments to selected projects and invoices.
Eliminate Obstacles between Sales and Accounting Departments
Zoho Books is integrated with Zoho CRM, and because of that, you can use it to follow the credit statuses of your customers, create new orders, access product pricing information, and much more.
Efficiently manages stocks and inventory
Zoho Books has one useful feature, inventory management, which helps companies stay in control real time of orders and stocks. Reports are automatically generated which makes creating and sending purchase orders takes almost no time, and you’ll have up to date information as to how much you have in stock.
Modify your workflow rules and automate your notifications by adjusting the settings in your Zoho Books.
It is entirely responsive and mobile-ready
Zoho Books is perfect for all teams, as diverse as they may be. You get to use dedicated apps on your Windows, Mac, iOS, and Android devices to manage finances wherever you are.
Operates in multiple languages
Alongside English, you get to use Zoho Books in German, Spanish, French, Italian, Dutch, Portuguese, Swedish, Chinese, Brazilian, and Japanese.
Zoho Books Features
Project Time Tracking
Automatic Bank Feeds
Collaborative Client Portal