Standardising document circulation with Zoho Books

All documents and processes in one place

Business problems solved by ZOHO Books

Manual, time-consuming and error-prone invoicing, accounting and financial settlement processes.
Lack of control over finances, receivables and cash flow.
Difficulties in managing stock levels, lack of automatic notifications about low stock levels.
Problems with settlements in different currencies and issuing documents in different languages.
Data scattered across different systems, lack of integration, and difficulties in managing it consistently.
Challenges associated with generating the required financial reports.
Problems with reliable payment monitoring, debt collection and reminders about outstanding payments.
Hidden costs or complicated payment models for accounting software.
Limited availability of the system on mobile devices.
Lack of advanced user permissions and data security, risk of leaks or human error.

Error-prone manual processes

Manual, time-consuming, and error-prone invoicing, bookkeeping, and financial reconciliation processes.

No financial control

Lack of control over finances, receivables, and cash flow management.

Stock management issues

Difficulties in managing inventory levels and absence of automatic low-stock notifications.

Multi-currency/language challenges

Problems with settlements in different currencies and issuing documents in different languages.

Multi-currency/language challenges

Dispersed data across different systems, lack of integration, and difficulties in unified management.

What you gain with ZOHO Books?

Efficient invoicing and bookkeeping
Zoho Books supports data entry and invoice generation while reducing potential errors.
Financial and liquidity control
Easy access to income, expenses, and payments allows real-time account overview and budget planning.
Simple inventory and stock management
The system automatically updates stock levels, notifies about low inventory, and facilitates logistics.
Multi-currency and multilingual support
Convenient invoicing and settlements for companies operating in international markets.
Bank and system integrations
Zoho Books matches payments to invoices automatically for banks supporting ISO 20022 integration, eliminating manual work.
Automated payment reminders
Customers receive timely notifications, reducing unpaid invoices. Integration with payment gateways allows customers to pay online.
Transparent software costs
Transparent software costs: You know exactly what you pay—no hidden fees or surprises.
Access from anywhere and any device
Use the system on your computer, tablet, or smartphone, wherever you are.
Secure access and data management
You control who sees what information, ensuring proper data protection. Advanced user group options and configurable document approval workflows are included.
Client and Vendor Portal
Client and Vendor Portal: Provide clients and partners access to view invoices, payment details, and documents, accelerating communication and reducing manual tasks.
Full flexibility
Full flexibility: Customize the system with your own fields, schedules, or integrations (e.g., with Taxpayer White List or KSeF) without costly programming.