Excellium

Zoho Books

With Zoho Books, businesses can manage their finances effectively, track income and expenses, reconcile bank transactions, and gain valuable insights into their financial health. It simplifies accounting processes, saves time, and support informed decision-making for sustainable growth. Zoho Books empowers businesses to stay on top of their finances and streamline their overall financial management.

Zoho Books is a cloud-based accounting software solution that helps small and medium scale businesses to manage their finances, invoices, expenses, inventory, automates business workflows, and work collectively across departments.

WHY ZOHO BOOKS?

Financial Teams Love Zoho Books

Empower your team with Zoho Books and let automation do the heavy lifting. Say goodbye to manual financial tasks and optimize collaborative working by allocating permissions to team members. With seamless integration with other Zoho apps and popular third-party applications like Google Workspace, Uber for Business, PayPal, and Paystack, Zoho Books simplifies your financial operations, making it easier to manage payments, track invoices, and stay compliant with taxes.

Features of Zoho Books

Invoicing

Zoho Books makes invoicing and managing receivables effortless. Send customized statements to your clients and receive payment in multiple currencies with our accounting software.

Quotes

Create quotes on the fly by entering contact information, item details, and prices saved in Zoho Books. As soon as a transaction is won, provide quotes in seconds, no matter where you are

Customer Portal

With the customer portal, you can share recent transactions, speed up the quote approval process, collect feedback, and allow your customers to make bulk payments.

Expenses

Zoho Books allows you to keep track of all business expenses in one spot, from office supplies to staff per diems. Keep track of your expenses, categorize them, and bill them to your clients as needed.

Bills

There will be no more creating bills one at a time. Create recurring bills for purchases that occur at regular periods, and Zoho Books will send them on your behalf.

Banking

Securely fetch transactions from your PayPal account as well as your banks and reconcile your accounts in no time.

Projects

With Zoho Books you never have to lose a minute of your billable hours. You can either log the amount of time you spent for a project daily or weekly or use the timer widget to clock the time you spend.

Inventory

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Sales Oders

Personalize every communication you send. Sales orders can be customized with a brand logo, font type, and color to match your company’s style.

Purchase Orders

Create purchase orders effortlessly. Zoho Books maintains a complete sale history, and lets you convert purchases into bills with a single click.

Online Payments

Zoho Books is integrated with popular payment gateways and provides a hassle-free environment for collecting online payments from your customers.

Reporting

Turn data into information with Zoho Books. View dashboards, reports and charts covering all your receivables, payables, inventory and more. Use your report data to make inferences and create robust, up-to-date business plans

Automation

No more doing tasks one at a time. From chasing payments to sending recurring invoices, create a recurring profile and let Zoho Books automatically send out transactions for you.

Documents

Streamline and store all your documents in one place and attach them to transactions.

Vendor Portal

The biggest advantage of the vendor portal is that it allows your suppliers to self-manage everything about your transactions without having to resort to long email threads and calls.

Mobile

Do your accounting on the go using the mobile app for iOS, Android, and Windows.

Why choose Zoho Books? 

Comprehensive features

Zoho Books offers a wide range of accounting features, including invoicing, expense tracking, inventory management, and financial reporting. This allows businesses to manage their finances in one place, rather than using multiple tools or spreadsheets. 

User-friendly interface

The software has a clean and intuitive interface that makes it easy to navigate and use. This is important for businesses that want to minimize the time spent on accounting and bookkeeping tasks. 

Integration with other Zoho products

Zoho Books integrates with other Zoho products, such as Zoho CRM, Zoho Inventory, and Zoho Projects. This allows businesses to manage all aspects of their operations in one place, from customer relationship management to project management. 

Affordable Pricing

Zoho Books is competitively priced compared to other accounting software in the market, making it an attractive option for small and medium-sized businesses with limited budgets. 

Cloud-based

Zoho Books is cloud-based, meaning that businesses can access their financial information from anywhere with an internet connection. This makes it convenient for remote teams or businesses with multiple locations.