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
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.