Zoho Books

Predict future cash flow based on historical data and upcoming transactions.

Visualize key financial metrics with customizable dashboard widgets.

Track depreciation and manage fixed assets with automated calculations.

Create custom automation rules for invoicing, expense approval, and bill payments.

Automatically add late fees to overdue invoices based on custom rules.

Send automatic payment reminders to customers for overdue invoices.

Extract expense data from receipts using optical character recognition.

Automate recurring invoices and bills for subscription-based business models.

Allow customers to view and pay invoices through a secure portal.

Track all changes made to financial records for compliance and transparency.

Add custom fields to invoices, bills, and other documents for business-specific data.

Customize invoice designs with branded templates and themes.

Bulk import transactions and export financial data in multiple formats.

Manage multiple business entities and consolidate financial reporting.

Connect custom applications and automate workflows with RESTful APIs.

Forward invoices and bills via email with automatic attachments and summaries.

Track stock levels, manage inventory items, and track costs of goods sold.

Manage invoices, expenses, and reports on iOS and Android devices.

Automatically retry failed payments and recover revenue from declined cards.

Record and track partial payments against invoices and bills.

Accept online payments via credit card, bank transfer, and digital wallets.

Schedule and track vendor payments with multiple payment methods.

Create budgets and compare actual spending against forecasts.

Create and manage purchase orders with vendor tracking and approval workflows.

Perform bulk actions on multiple invoices, bills, or expenses simultaneously.

Track project-based income and expenses with profitability analysis.

Generate profit and loss statements, balance sheets, and cash flow reports.

Track subscription revenue recognition and deferred income over time.

Create professional estimates and convert them to invoices.

Secure financial data with AES 256-bit encryption and GDPR compliance.

Control user permissions with granular role-based access controls.

Automate tax calculations and generate GST/VAT reports for compliance.

Generate detailed tax reports and export data for tax professionals.

Track billable hours and convert them to invoices for client projects.

Set up multi-level approval processes for expenses, bills, and purchase orders.

Route employee expenses through approval workflows before reimbursement.