Accounting software Features

Explore smarter tools for a better way of doing business

Simplify how you track your business finances, so you can focus on the bigger picture.

Automate Time-Consuming Tasks

Nigotis AI

Leverage the power of Nigotis AI — your intelligent business companion. Get instant answers to your business queries, from reports and sales trends to customer insights. Make faster decisions with real-time data analysis, summaries, and suggestions — all powered by AI.

AI-Invoicing

Automate your invoicing process with AI-powered tools. Generate professional invoices in seconds, customize templates, and send them directly to your clients. Get paid quicker with real-time tracking, reminders, and seamless payment integration.

WhatsApp Integration

Receive important business notifications directly on WhatsApp. From payment alerts and customer queries to sales updates — stay informed and in control. Manage key tasks and communicate effortlessly, right from your mobile device.

Receivables

Simplify Receivables, Streamline Cash Flow

Optimize your receivables process for consistent cash flow management. Streamline invoice generation, effortlessly track payments, and manage outstanding amounts.

Rapidly create quotes with minimal effort

Quickly create and send professional, personalized, and branded quotes from anywhere using your phone or desktop, and lock deals sooner.

Start creating quotes now

Create professional invoices

Automate invoice creation for precise tax calculations and enhance brand value with custom branding. Expand globally with multi-currency and multilingual invoicing. Creating recurring invoices automatically to ensure timely payments from regular transactions.

Generate your first invoice

Perfecting sales order fulfillment

Streamline order to cash process with robust sales order functionalities. Cash in by converting sales orders to invoices, and if low on stock, easily convert any sales order to a purchase order to replenish your stock.

Simplify order fulfillment

Accept online payments

Enhance your client experience by providing online payment convenience through payment links or the client portal. Set automated reminders at intervals of your choosing to ensure timely payments from customers.

Start accepting payments

Optimize sales with sales approvals

Easily implement single or multi-level sales approvals to prevent any unauthorized sales transactions and minimize errors in your invoices, sales orders, quotes, and credit notes.

Enable smart sales approvals

Workflow Automation

Accounting automation for maximum efficiency

Automate high-volume tasks:
Leverage recurring expenses, invoices, or bills. Convert quotes to invoices or create bills from purchase orders. Establish payment reminders. Receive daily updates from the AI to stay informed and on top of your financial tasks.
Trigger workflow:
Easily create and trigger unique business workflows to notify, update, or validate information. Maximize security, visibility, and day-to-day efficiency.

Payables

Control spending with effective payables management

Have a command over your payables and vendor relationships. Manage vendor bill payments, track outstanding amounts, and easily record any incurred expense. Receivables

Manage Vendor Bills

Know exactly what you owe to whom. Convert vendor invoices to bills, record full or partial payments, apply vendor credits, and track the status of all your vendor payments seamlessly.

Start managing vendor bills

Streamline your purchase order workflow

Streamlines your purchasing process and strengthens vendor relationships, offering clear insights into orders, tracking deliveries and payments, and ensuring optimal inventory levels at all times.

Optimize your purchasing

Simplify expense tracking

Ditch the shoebox and capture all your business expenses digitally. Auto-scan expense receipts, set recurring expenses, and categorize them for better insights into your business spend.

Track expenses easily

Store documents centrally

Easily organize and access important documents for your business. Attach receipts to expenses or bills, enable auto-scan for quick transaction creation, and sort documents into custom folders for quick access.

Organize your documents

Verify purchases with purchase approvals

Control and streamline purchases as you ensure accurate and prompt payments to your vendors by setting up single or multi-level purchase approval to bills, purchase orders, and vendor credits.

Enable purchase approvals

Reports

Make informed business decisions with comprehensive reports

Stay on top of finance and business operations with 70+ built-in and customizable reports and advanced analytics to understand the past, present, and future of your business performance.

Business financial reports

Run key business reports ranging from profit and loss, cash flow, and balance sheet to understand business performance. Compare trends across different periods or divisions in the business financial reports instantly.

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70+ built-in reports

Browse from a range of reports covering all business operations from sales, expenses, and purchases to inventory, projects, accounts, and taxes. Up-to-date and readily available for your convenience.

EXPLORE REPORTS

Tailor reports to your requirement

Create custom reports tailored for your unique business needs by changing the relative date range, adding or removing columns, and applying filters. Click and view this custom report anytime to access updated and tailored insights instantaneously.

CUSTOMIZE NOW

Generate divisional reports with reporting tags

Use reporting tags on contacts, items, and transactions to easily generate divisional reports. The reporting tags are particularly useful when dealing with multiple cost centers, revenue streams, different areas of business interest or operations.

TRY REPORTING TAGS

Share reports with stakeholders

Share reports by exporting them in both PDF and spreadsheet formats, protect them with a password if required, and set up scheduled emails to send reports to select individuals periodically. Additionally, grant specific access to reports for your users as needed.

START SHARING

Advanced Business Intelligence

Take reporting to the next level with Zoho's business intelligence tool. Zoho Books integrates with Zoho Analytics to let you create advanced reports and dashboards. Make intelligent financial decisions with cross-functional data or consolidate financials from multiple businesses.

UPGRADE TO BI