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.
About Odoo Accounting
Odoo Accounting helps companies manage their daily accounting with the utmost ease and simplicity. They even offer a global view of the state of their business at any time.
All financial activities can be managed in one single app, thanks to Odoo Accounting. Automation for primary day-to-day tasks is more than possible - it’s easier than ever! This app is synchronized with 24,000 banks, making it easier to link a payment with a statement, based on the transaction on your bank account. The reconciliation can also be done by importing the statement files (OFX, QIF, CSV, or Coda). And, with the new List view, users have greater visibility on document statuses and next activities.
Accounting Automation
To facilitate accounting management, Odoo automates a series of tasks, such as the creation of draft invoices based on the sales orders. The manager can validate the invoice if the sales order is correct, instead of creating a brand new one.
Payment
Odoo supports all of the main payment gateways: Authorize.net, Ingenico, Paypal, Adyen, etc. Also, it is possible for the company to use an automatic email system to remind customers to pay their delayed invoices. You can also have a clear view of your overdue payments (and the future ones) at any time. Apply “Automatic Transfers” to specific partners; making intercompany transactions easier than ever before. Our latest version has improved batch payment error reporting, as well. Also, Batch Payments are now compatible with SEPA credit transfers.
Multi-Adaptations
This app supports multi-currencies, and the exchange rate is updated daily. This feature works with multiple users, based on access rights. If you want to use Odoo for multiple companies, it is also possible with different journals, based on the different companies, or by departments.
Performance Reports
It is possible to analyze your performance through the various reports generated by this powerful app. Odoo integrates all the best practices KPIs (by default) to improve performance. The new design for financial reports in Odoo 14 shows the meaning of each section. There’s also new “Unrealized Gains and Losses” reports that allow users to generate reevaluation journal entries.
On top of all that, Accounting is fully integrated with the Sales, Inventory, eCommerce, and Purchase apps, and the customer portal! It is, by far, the most seamless, user-friendly Accounting around.
About Cloud Financials
In this tough climate, we want to help mobilise UK businesses with Cloud technology to accelerate business survival and success. That is why weve dedicated a 1m fund to support UK businesses, available on a first-come-first-served basis. This means you can take your finance system to the Cloud, for FREE. Cloud Financials enables finance leaders to have one accessible view of their business performance anywhere, anytime on one piece of accounting software.
Get in touch to learn more.
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
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
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
New customers get a discount on the initial number of users purchased.
FAQs
Who are the main user groups of this service?
Micro and small-sized businesses
Medium-sized businesses
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.
What platforms does this service support?
Webapp, iOS, Windows, Android
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.
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 are some applications this service is commonly used in tandem with?
Yes, you can get a web-service API to access all your custom objects easily. No extra code required.
Does this service offer multi-user capability (e.g. teams)?
As with all Odoo applications, you can choose the number of users you would like.
Does this service integrate with any other apps?
Yes. it integrates perfectly with all of our applications.
Does this service offer guides, tutorials and or customer support?
Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.
What are some applications this service is commonly used in tandem with?
All Odoo applications can be perfectly integrated, and therefore function very well together.
What platforms does this service support?
All Odoo apps support Windows, Android and Cloud-Based.
Who are the main user groups of this service?
Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.
FAQs
No FAQs associated with this application.
Vendor Information
Founded:
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Based in:
Pleasanton
Employees:
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Likes:
Followers:
6.31k
Vendor Information
Founded:
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Based in:
-
Employees:
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Likes:
Followers:
47.1k
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.14k
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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