Comprehensive financial platform for growing businesses

Using Zoho had a huge impact on my company. From the moment I launched Cofinia in 2016, I realized I wanted a cloud-based accounting solution. Having worked with large solutions in my prior positions as an accountant, I had critical eyes on what it should do. I tested it out for Cofinia and was so impressed that I switched my bookkeeping clients to Zoho Books. A few months later, I decided to limit my bookkeeping services to this platform only, and that was really a smart move.

There are minimal to no discrepancies, and it is much faster to identify the sources of such discrepancies, like 'What invoice created a $20 mismatch in our cash flow?' With Zoho Books, we are currently getting close to being experts at managing our billing and bookkeeping. Ultimately, we are very happy and satisfied with the product, which is why we continue to use it.

Working with Zoho, as a partner, has been great. We, and our clients, use Zoho Books everyday, so to be recognised as a partner and expert feels amazing. By using Zoho Books we have been able to keep an eye on how our clients are doing throughout the year rather than just once a year. We are also able to offer them help remotely rather than having time-consuming face to face meetings – the response time is much quicker.

Zoho Books is easy to use, it's intuitive and it's a great product.The integration with Zoho CRM is seamless. The sales team can now manage the leads, issue quotes, process the order and throw it over the wall to the finance and delivery department with a push of a button.

Zoho Books is far better than Quick Books. You can customize it to fit your needs and it integrates with other Zoho apps. We map costs for customers from Zoho Projects to Zoho Books and track it in Zoho CRM.

The modern entrepreneurs are very keen on knowing the financials of their businesses such as sales trend, inventory positioning, and more. To get the visibility of the KPIs, our clients are showing great interest in moving to the cloud and are reaching out to us for implementations of Zoho. Being a Zoho Finance partner helped us serve clients better and move our practice online.

The Zoho Finance Partner Program has made it effortless for accountants to avail the benefit of moving their client's businesses to the cloud with a wide range of applications. One can integrate and automate multiple departments of their client's business and generate reports in a few clicks.