Zoho Books
by Zoho
Last updated Mar 29, 2026 · 1 revision
Affordable cloud accounting with W-9/1099 management, automation workflows, and deep Zoho ecosystem integration.
6.8 - Good Freemium · Free Free Trial Free Tier Mobile App 25 Features
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About This Product
Zoho Books offers invoicing, expense tracking, bank reconciliation, and 1099 contractor management at an accessible price point starting at $15/month. For HVAC contractors already using Zoho CRM or other Zoho tools, it provides seamless ecosystem integration, automated payment reminders, and W-9 tracking for subcontractor compliance.
FSH Score Breakdown
Ease of Use 7.5
Features 6.5
Support 5.5
Value 7.5
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
25 features confirmed across
12categories· Showing confirmed capabilities only
Platform & Customization7features
Third-Party IntegrationApproval ManagementAvailable in Professional planCustom API AccessAvailable in Standard plan and aboveCustom FieldsAvailable in Standard plan and aboveRole-Based Access ControlAvailable in Professional planCustom BrandingCustomizationBrowser ExtensionsMobile Apps
Invoicing & Payments3features
InvoicingInvoicingMulti-Currency SupportMulti-Currency SupportPrice BookAvailable in Professional plan
Reporting & Analytics3features
ReportingFinancial ReportingAnalyticsAvailable in Ultimate planReporting ForecastingAvailable in Premium plan
Accounting Integration3features
Job CostingAvailable in Professional planAccounting IntegrationExpense TrackingBudgetingBudget management specifically listed in Premium plan
Inventory Management2features
Inventory ManagementInventory ManagementPurchase OrdersAvailable in Professional plan
Scheduling & Dispatch1feature
Project ManagementProject Management
Estimating & Quoting1feature
Quoting & EstimatesQuotes
Fleet & GPS Management1feature
Mileage Tracking
Customer Communication1feature
Client Portal
Technician Management1feature
Time TrackingAvailable in Professional plan
Equipment & Asset Management1feature
Asset ManagementAvailable in Premium plan
AI & Automation1feature
Automation RulesAutomation Workflows
Pricing
- Model
- Freemium
- Starting at
- Free
- Notes
- Free plan (revenue under $50K, basic invoicing/expenses/bank reconciliation). Standard $15/org/mo (3 users, 5K invoices). Professional $40/org/mo (5 users, 10K invoices). Premium, Elite, Ultimate tiers up to $240/mo (up to 15 users). 10-20% discount for annual billing. All billed per organization, not per user.
