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Automation

4.2
4.2/5

Best For

Automation

Price

$0-$30/mo

Annual Discount

17%

Promotion

Try for free

Overview

A web-based accounting software, Zoho Books is designed with an all-in-one, intuitive interface encompassing several time-saving, advanced features. The fully customizable CRM in the platform makes it an ideal option for startups and growing businesses. The modern interface makes it easy for users to manage finances, automates business operations, and streamlines the workflow across every department.

The finance team can easily view the dashboards with greater visibility of every chart and report, encompassing every payables, inventory, and receivable. It is also possible to confirm sales orders, keep everyone on the team updated, and avoid manual errors in the delivery with real-time information access. The auto-scan feature promptly scans receipts, invoices, and bills and extracts information as required.

Key Features

Complete inventory management access to seamlessly manage the tasks from monitoring the stock availability to replenishment on time.

Run comprehensive project management with excellent features like role-based access for accurate time tracking, recording every project expense, logging time, and making direct, right invoices.

Create a perfect project estimation within minutes and transform the estimated records into direct invoices with just a click once approved.

A time-saving feature that automates repetitive, error-prone, high-volume, and tedious tasks without compromising security.

User Experience

Complete inventory management access to seamlessly manage the tasks from monitoring the stock availability to replenishment on time.

Run comprehensive project management with excellent features like role-based access for accurate time tracking, recording every project expense, logging time, and making direct, right invoices.

Create a perfect project estimation within minutes and transform the estimated records into direct invoices with just a click once approved.

A time-saving feature that automates repetitive, error-prone, high-volume, and tedious tasks without compromising security.

Benefits

Free 14-day trial period

Access to third-party integrations, including Office 365, Razorpay, Paypal, G Suite, and more.

Excellent compatibility with mobile devices.

Availability of RESTful API to make use of extensive customization facilities.

Integration facilities to access the customers’ credit status, new orders, and more.

Extensive invoice templates can also be personalized with unique logos and quick-sharing facilities.

Limitations

Lack of on-premise deployment feature and no availability of live chat support from customer care.

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