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.
General Account Ledger
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