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User review of Zoho Books

Zoho Books is slowly becoming a force for SMB’s

- by Michael D'Amato

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

Before I proceed, I want to disclose my relationship to Zoho Books. I am a Certified Advisor. However, my unbiased opinion is backed up by my certifications with Quickbooks, Xero, Freshbooks and an advisor for Wave. They are all great products and what sets Zoho Books apart from the others is the integration to over 40 applications within the Zoho family of applications. I have experienced enterprise ERP's and Zoho is an ERP for SMB's. Customization and automation turns any Zoho application including Zoho Books into an enterprise solution.

What aspects are problematic or could work better?

No solution on the market is perfect and aspects any software can be problematic if it does not do what you need it to do which can be an endless amount of tasks. It is more important to me that there is a workaround or another way to do the complex process I need it to solve. It would not be fair for me to say anything negative about any of the solutions above.

What features/services would you like to see in future versions of this product?

Here is where the cost/benefit relationship comes into play. If I want to see Zoho Books do everything SAP FICO does, it will be priced out of the market. The one thing I would like to see is Payroll along with a wide offering of benefits for SMB's. That will bring tremendous value to the total suite of applications especially that Zoho does recruiting, onboarding, attendance management, time tracking and appraisals very well. The other thing that is needed is more control over the processing of transactions to prior periods. Financial statements become unreliable when a subsequent transaction can slip by change prior results. This is very important: I would also like to see the following as it relates to uploading transactions: 1. Make it simpler and make all upload templates match up to the actual field layouts. 2. Provide a validation process to ensure accuracy and a review process to get another set of eyes on it. 3. Include a process to automate the upload process directly from Zoho Sheets. This provides endless possibilities to produce complex financial reporting and advanced analytics.

What specific problems in your company were solved by this product?

I am an advisor.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I implemented it

How long have you been using this product?

1-3 years

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Accounting

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

yes

What software did you use before?

I have used over 10 accounting solutions.

Why did you decide to change it?

Integrating Books with over 40 applications is important to me.

Are you satisfied with the change?

Absolutely

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 day

How many people in your company actively use this product?

several employees

What is the primary use of this product in your company?

mostly B2B

PRICING & COSTS

What was the cost of implementing this product?

$0

What is your total annual cost for using this product?

$0

How long is your contract with the vendor?

Unlimited

Did you get any discount for this product? How much?

Free

FEATURE DETAILS

Key Features

Integrations
5
amazing
Collaboration Features
5
amazing
Mobile Support
5
amazing
Customization
4
very good

Security & Support

Security
5
amazing
Customer Support
5
amazing
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