What are the best aspects of this product?
It can be used by more than user and comes with multiple currencies. Navigating is simple to do. It has a lot of basic integrations. It has a great UI for editing templates (for both documents and email). Their bank feeds are exceptional. Zoho Books is super fast and lets you do your search quickly. Accessing Zoho Books can be done through the CRM, which is a big help for invoicing clients.
What aspects are problematic or could work better?
Import and export functions weren't that great. It has zero support in terms of UK VAT returns. The reason why I wanted to do the importing is because I needed to migrate several years of data from another accounting platform I've used previously. I dislike not having the ability to update my records in bulk. I hope more development will be made in this area.
What specific problems in your company were solved by this product?
We were in need of accounting system that can link with our CRM. That way, our accounting data won't end up getting dupicated multiple times. We also demand integration that allows us to do our invoice swiftly directly from the CRM. Zoho Books is armed with robut security so you're sure data is protected. We like how the stripe integration can calculate and post credit card fees automatically.
Are you a current user of this product?
What is your role with this product?
How long have you been using this product?
Less than 1 year
What is your company size?
What is your industry?
Did your company use a different software before this one?
How many people in your company actively use this product?
How long is your contract with the vendor?
Less than 1 year