• Zoho Books Partners

    Zoho Books Partners

    Effectively manage finances and subscriptions.

    Zoho Books enables your business to effectively manage your finances through simple dashboards and analytics.

What Is
​Zoho Books?

Zoho Books is a comprehensive accounting software solution that enables businesses to easily manage their finances across multiple departments, streamline workflows, and collaborate effectively throughout their entire organisation. As trusted Zoho Implementation specialists, we understand the power of its features, including customisable invoicing, automated payment reminders, inventory management, and financial reporting. Zoho Books makes it easy for businesses of all sizes to stay on top of their finances and gain valuable insights into their operations. Whether you're a small business owner looking to simplify bookkeeping or a large enterprise seeking to optimise financial management processes, our expertise as a Zoho Books partner ensures you have the tools you need to succeed.

Try Zoho Books Today. 
+ 1 Hour of Free Support.

Give Zoho Books a go yourself. As a bonus, we will throw in one hour of free consultation support to get you up and running if you need any assistance.

Step 1: Register and Try Our Apps

Simply press the button below and register for immediate access to all Zoho Books has on offer.

Step 2: Book Your Discovery Call

During our call, we will immediately resolve any query or issue you may have. This can include any coding requirements.

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What Can
Zoho Books Do?

Zoho Books stands as a potent accounting software solution meticulously designed to streamline and simplify your company's financial management. Recognising the pivotal role of its robust features and user-friendly interface, we, as Zoho partners, appreciate its ability to automate workflows, track expenses, and seamlessly manage finances across multiple departments. Zoho Books offers a diverse range of capabilities, from creating estimates and invoices to efficiently handling repeated billing and subscriptions, providing businesses with an effortless means to stay on top of their finances. This versatile tool proves indispensable for businesses of all sizes, offering a stress-free approach to maintaining financial control without the need for manual data collection. As Zoho finance partners, our expertise lies in guiding businesses to harness the full potential of this accounting software. We ensure a streamlined and efficient financial management process, empowering businesses to make the most of Zoho Books' capabilities for optimal financial control and decision-making.

How Does Zoho Books
Assist In Business?

Zoho Books goes beyond simply assisting with customer billing by providing your business with predicted sales analytics. By analysing data and statistics, Zoho Books can estimate your business's profit or loss and report its status to you. Furthermore, when you create a project in Zoho Books, the software can keep a running tally of expenses, allowing you to determine the amount of revenue needed to achieve a profitable outcome at the project's conclusion. With these features, Zoho Books helps your business stay on top of its finances and make informed decisions about its future.

How Can Zoho Books
Automate Business?

In addition to its invoicing and payment features, Zoho Books, in collaboration with us as Zoho implementation partners, offers a suite of financial management tools designed to empower businesses in maintaining financial clarity. The platform's robust analytics and reporting capabilities serve as a valuable resource, providing businesses with insights into their financial performance. This includes projections of profits or losses based on statistical data, offering businesses a strategic tool for making informed decisions aligned with their financial standing. Zoho Books seamlessly integrates with other Zoho apps, including Zoho CRM and Zoho Inventory, forming a comprehensive solution for managing all facets of a business. For instance, businesses can monitor inventory levels and sales orders efficiently within Zoho Inventory. The data is automatically synchronised with Zoho Books, ensuring the generation of accurate financial reports. This integrated approach not only saves businesses time but also reduces the risk of errors that may arise when manually transferring data between applications. Collaborating with a Zoho Books implementation partner enhances the overall effectiveness of these financial management tools, ensuring businesses can navigate their financial landscape with precision and efficiency.

Can Zoho Books
Personalise Business?

Zoho Books provides a high level of customisation options to make sure that all of your documents are professional and fully tailored to your company's branding. You can easily use templates to add your company's logo and colors to your invoices, estimates, and other documents. To further ensure the authenticity and security of your documents, you can integrate Zoho Sign to add electronic signatures to your invoices, preventing them from being sent to the wrong recipient.

Are Zoho Books Transactions Secure?

In today's digital age, the security of online transactions is more important than ever. Zoho Books understands the need for businesses to have secure financial transactions and offers a multi-stage authentication process to ensure that only authorised users can access sensitive documents. This process includes features like two-factor authentication, IP restrictions, and activity logs, all of which work together to provide an extra layer of security to your financial transactions. In addition to this, Zoho Books also offers secure signature features to protect your important documents from unauthorised access. The software uses the highest level of encryption to ensure that all data transfers are secure, and digital signatures are used to authenticate and verify the identity of the signatory. These signatures comply with all e-signature laws, including the European eIDAS and the US ESIGN law. With Zoho Books, you can be sure that your financial transactions are secure, compliant, and protected from any potential security threats.

Zoho Books

Client Portal

Create Professional Invoices

Zoho Books empowers your company to generate branded invoices quickly and easily. You can customise the invoices to match your brand's look and feel, ensuring a professional and polished appearance when sending invoices to your customers.

Faster Payments

Zoho Books offers easy and versatile payment options for invoices, allowing customers to pay via cash, cheque, or web payments. This flexible payment system ensures that your customers can choose the payment method that they prefer to use the most.

Automated Follow-Ups

Setting up automatic reminders in Zoho Books ensures that customers who are late on their payments or consistently forget to pay are reminded without any intervention. This helps streamline the payment process, saving valuable time for the customer. 

Global Currency Conversions

Zoho Books is a great tool for companies. By registering your products in the software, it can automatically convert prices to different global currencies. This feature helps streamline the checkout process and provides a better experience for international customers.

Recurring Invoices

Setting up recurring invoices through Zoho Books is an effective way to ensure timely and secure payments without the need for follow-up messages. By leveraging Zoho Books' authentication, you can rest assured that your recurring invoices are being processed securely.

Verify Transactions

With Zoho Books, you can mitigate the risk of fraudulent transactions by verifying your invoices before sending them to customers. Additionally, Zoho Sign protection ensures that you can securely send the email using your own signature to prove your authenticity.


Create Estimates

Zoho Books offers a streamlined and efficient solution for creating estimates for your business. With the ability to quickly add contact information and prices recorded in Zoho Books, estimates can be created in a matter of minutes by as little as one click.

Customisable Templates

Zoho Books offers complete flexibility to customise your company's invoices to match your brand's theme and showcase your company logo. You can choose from a wide range of customizable invoice templates and tailor them to your specific needs.

Signature Security

Zoho Sign can enhance the security and authentication of your estimates by providing the ability to digitally sign off on them before sending them for customer approval. This feature adds an extra layer of protection and ensures no tampering has taken place.

Keep Track Of Estimates

Zoho Books offers a useful estimate history section that allows you to view the progress of your estimates, including any negotiations or changes made. This feature keeps you up-to-date on the status of your estimates, so you can quickly take action when necessary. 

Estimate To Invoice Conversion

With Zoho Books, the process of creating invoices is made even simpler by the ability to turn accepted estimates into invoices with just one click. This saves you time and effort that would have been spent creating a new transaction for an estimate.

Client Portal

Gauge Customer Satisfaction

By using Zoho Books, you can request feedback from your customers at the end of a transaction, giving your company valuable insights into areas for improvement. With customisable feedback forms, you can ask specific questions to understand the customers' needs.

Expedite Estimate Approvals

With Zoho Books, your company can efficiently send and discuss quotes with clients to accelerate negotiations, eliminating the need for lengthy email threads regarding estimates. This streamlined process allows for faster communication and easier collaboration.


Zoho Sign integration in Zoho Books enables your customers to securely and easily digitally sign estimates, ensuring a more secure approval process. The integration encrypts all documents to provide enhanced security, making sure that they are safe.

Simple Payment Process

With Zoho Books, customers have the flexibility to pay for their invoices in full or in part. In case of overdue payments, they can easily clear multiple invoices with a single click, streamlining the payments and ensures that customers are able to settle them easily.

Real-Time Alerts

Zoho Books provides real-time updates on client activity to keep you informed about the status of your invoices. Whenever the status of the negotiation changes, you will receive a notification from Zoho Books allowing you to stay informed on all your negotiations.


Keep Track Of Expenses

Zoho Books provides your company with a centralised platform to monitor and manage its expenses efficiently. With a comprehensive and detailed overview, your team can easily track how your company's money is being spent at anytime that you need.

Manage Recurring Expenses

Zoho Books simplifies your company's expense management by allowing you to set up recurring expenses. This feature saves time by automatically recording expenses that flow in and out of your company's accounts, giving you more time to focus on other tasks.

Bill Scanning

Zoho Books makes it easy to streamline your accounting by allowing you to attach supporting documents like bills, receipts, and credit notes to transactions. With the auto-scan feature, all relevant information is automatically extracted and stored in Zoho Books.


Link Your Accounts

With Zoho Books, you can easily connect your bank accounts, allowing for quick and secure retrieval of your transactions without manual data entry. This feature helps to simplify your accounting and eliminate errors that may arise from manual data entry.

Activity Tracking

Zoho Books provides a comprehensive view of your company's banking activity by generating accurate cash flow predictions, expected recurring payments, and balance mismatches. This feature enables you to make informed decisions.

Bulk Actions

Zoho Books offers a convenient solution to handle the massive volume of transactions within a company. With bulk actions, you can easily categorise, delete, or select multiple items all at once, saving you time and streamlining your bookkeeping process.

Transaction Categories

Zoho Books helps companies manage their transactions efficiently by automatically categorising transactions, thereby reducing the likelihood of overlooking any items. This feature can be particularly helpful when a large volume of transactions occurs.


Time Tracking

Zoho Books simplifies the process of tracking your billable hours with work logs. With this feature, you can easily record the amount of time you have spent working on a specific project, ensuring that you are accurately billed for your time.

Project Tracking

With Zoho Books, managing multiple projects is made easy as it allows your company to track and monitor progress in a centralised location. You can add tasks to your projects and assign them to specific employees for more effective task delegation. 

Employee Collaboration

Zoho Books enables your company to create roles that limit employee access to projects and resources. With roles, you can restrict views and grant or revoke access to specific features. This ensures that your employees have access to the services needed.

Project Expense Management

Zoho Books streamlines the billing process by enabling you to bill all project expenses at once instead of billing them one by one. This feature saves your time and simplifies the payment process for expenses that are associated with a project.

Mobile Work Log

With Zoho Books mobile app, you can easily track and log your billable hours even when you're on the go. Whether you're in a meeting or traveling for work, you can simply open the app, log your hours, and keep your projects updated efficiently.


Capture Product Details

Zoho Books allows you to keep your product inventory organised by storing vital information about your products such as SKU numbers, product images, vendor details, product costs, and current stock levels all stored in a central location.

Customized Rates

With Zoho Books, you can easily create a price list that suits your company's needs, including custom pricing for specific vendors or customers. Price markups or discounts can also be added to the list, making it easier to adjust pricing based on various factors.

Stock Tracking

With Zoho Books, you can easily keep track of your inventory in real-time, from the moment the product enters your system to the time it gets sold. The software offers an inventory tracking system that sends alerts if your stock gets low or is sold out on Zoho Inventory.

Inventory Changes

By updating your product inventory in real-time, you can ensure that your store accurately reflects the availability of your products to your customers. This can help to prevent customers from placing orders for out-of-stock products, leading to a better customer experience.

Inventory Reports

With inventory reports in Zoho Books, you can gain insights into your current stock levels and the valuation of your inventory using the First In, First Out (FIFO) method. This provides you with accurate information on the cost of your stock and any changes that occur.


Dashboard Insights

Zoho Books provides dashboard reports that display income and expenditure details, allowing you to monitor a project's financial performance in relation to its expenses and revenue. These reports can help you make informed decisions regarding the project.

Business Decisions

Zoho Books offers the ability to generate business reports on demand, providing insights into critical financial information, such as profit and loss statements, balance sheets, and more. These reports can help your company gain an understanding of its financial performance.

Team Progress

Collaboration becomes hassle-free with Zoho Books as it offers the option to share business reports with the entire team. This provides a comprehensive view of project status, including its strengths and weaknesses, and enables the team to work together.

Report Scheduling

Zoho Books offers the feature of report scheduling which enables you to schedule your reports as per your preference. This can be useful in keeping track of your project outcomes as the reports will be automatically generated on the scheduled date and time.

Tag-Specific Reports

Zoho Books simplifies the process of generating product category reports for e-commerce businesses. You can easily track and see how well each category is selling using the category report feature. This allows you to better manage and analyse your product sales.

Tax Report Conversions

With Zoho Books, generating tax reports is hassle-free, as it allows you to generate tax reports in the relevant currency, based on the country's regulations. This means that you can easily determine your tax rate in your country, as well as other applicable rates.

Audit Trails

Zoho Books provides continuous monitoring of your business activities, ensuring that audit trails can be generated to detect and prevent fraudulent activities, as well as identify any system errors that may have occurred and pinpoint what may have happened.

Mobile Business Reports

Zoho Books mobile app provides flexibility by enabling you to generate and view reports on-the-go, even when you're traveling or away from the office. With this feature, you can access the same report functionalities as you would in the office.

Zoho Books

Like What You See?
Try Zoho Books Today. 

We are also offering one hour of free consultation support to get you up and running if you need any assistance.

Step 1: Register and Try Our Apps

Simply press the button below and register for immediate access to all Zoho Books has on offer.

Step 2: Book Your Discovery Call

During our call, we will immediately resolve your query or issue.

Register Today

Get in Touch with us

You can contact us via one of the following options.

Email : info@digital-scientists.co.uk

Web: www.digital-scientists.co.uk

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