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About FreeAgent

More than 40,000 small businesses and freelancers are discovering an easy way to manage their books and invoicing. Say hello to FreeAgent.

FreeAgent is an award-winning online accounting system specifically designed to meet the needs of small businesses and freelancers. FreeAgent puts you in control by taking the jargon out of accounting and giving you real-time visibility of how your business is performing.

FreeAgent lets you manage your expenses and invoices, automatically chase payments, import bank statements and explain transactions and submit estimates/proposals. Any changes you make automatically update your accounts, giving you complete visibility of your income and expenses and showing your real-time profit position.

About Zoho Books

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Summary

  • Create beautiful, customisable invoices straight from your FreeAgent account, add payment links and set up automated invoice reminders and thank you notes.

  • Automated bank feeds import your transactions daily and you can explain 'money in' and 'money out' in an intuitive interface. FreeAgent then builds up your real-time accounts for your company and gives you a live view of your business cash flow.

  • Effortless expense and time tracking

  • Send beautiful estimates and proposals

  • FreeAgent's Dashboard brings together your invoices, expenses, bank accounts and more, helping you keep your business on the right trajectory.

  • Clear project profitability so you can keep an eye on project income and expenses.

Summary

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Standard: $10/month
    Professional: $20/month
    Premium: $30/month

Free

Free
Included in plan:
  • Online/Offline Payments
  • Automate Payment Reminders
  • Expenses & Mileage Tracking
  • Invoice Customization
  • Multi-lingual Invoicing
  • Support: Email

Standard

$10.00
3 user(s) / month
Included in plan:
  • Everything in Free +
  • Recurring Expenses
  • Track Project Expenses and Invoice
  • Bulk Updates
  • Transaction Locking
  • Reporting Tags
  • Support: Email, Voice and Chat

Professional

$20.00
5 user(s) / month
Included in plan:
  • Everything in Standard +
  • Sales Approval
  • Bills
  • Multi-currency Handling
  • Price Lists
  • Time tracking and billing
  • Project Profitability
  • Support: Email, Voice, Chat

Premium

$30.00
10 user(s) / month
Included in plan:
  • Everything in Professional +
  • Branches
  • Vendor Portal
  • Budgeting
  • Custom Functions
  • Webhooks
  • Support: Email, Chat and Support

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Zoho CRM, Zoho Inventory, Zoho Projects, Zapier, Twilio

  • Does this service integrate with any other apps?
  • Yes. Zoho Books integrates seamlessly with Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Subscriptions, and Zoho Projects. It also integrates with payment gateways like Stripe, Paypal, 2Checkout, and other business solutions like Slack, Zapier, Google, and Microsoft suite.

  • What is this service generally used for?
  • Zoho Books is used by growing businesses to handle end-to-end accounting. From invoicing to inventory management to payment tracking to banking and reconciliation, Zoho Books helps businesses manage their business finance and helps in automating mundane tasks.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We have a comprehensive set of FAQs and help documents listed on our website. We also offer tutorial and product walkthrough videos that you can find on our YouTube channel.

  • What platforms does this service support?
  • Webapp, iOS, Windows, Android

  • Who are the main user groups of this service?
  • Micro and small-sized businesses
    Medium-sized businesses

Vendor Information

Founded:
2007
Based in:
Edinburgh
Employees:
51-200
Likes:
Followers:
15.2k

Vendor Information

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
6.31k

Other

Regional Restrictions:
No restrictions.

Other

Who uses Zoho Books
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese, Hindi
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada, India, Australia. We also have a global edition for rest of the world.
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