United States·Professional services·11 to 50 employees
5.0
Mar 11, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Our accountant came around in a month
Purchase orders, sales orders and inventory arrived on Professional and covered everything we needed when we started carrying stock. I had budgeted for moving to a different product entirely at that point and did not have to.
Pros
Custom workflow rules that a non technical owner can build
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Katherine Rooney
Head of Operations, Foundry Road Studios
United States·Ecommerce·11 to 50 employees
5.0
Dec 23, 2024
Verified userUsed less than 6 months
Free until we hit fifty thousand, then twenty dollars
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Open API available on affordable plans
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Uma Okafor
General Manager, Lantern Creative
Canada·Manufacturing·201 to 500 employees
5.0
Dec 20, 2024
Used 1 to 2 years
Better reporting than the price implies
Purchase orders, sales orders and inventory arrived on Professional and covered everything we needed when we started carrying stock. I had budgeted for moving to a different product entirely at that point and did not have to.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Elliot Whitfield
Founder, Beacon Legal Partners
United States·Real estate·11 to 50 employees
3.0
Jun 20, 2026
Used 6 to 12 months
Great software, small US bench
The product is genuinely good. Finding a US bookkeeper who already knows it is the problem. Two of the four firms we called quoted extra to work outside QuickBooks. That is not Zoho's fault and it is a real cost you should price in before switching.
Pros
Client portal with card payment included
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Nadia Okonkwo
Sales Director, Northern Star Staffing
United States·Retail·11 to 50 employees
5.0
Mar 14, 2026
LinkedIn confirmedUsed 1 to 2 years
Free until we hit fifty thousand, then twenty dollars
We came off a spreadsheet and expected to compromise somewhere. Two years in I still have not found the compromise. Bank feeds are stable, reconciliation rules learned our vendors, and the reports my accountant asks for come straight out. For twenty dollars a month I keep expecting the other shoe.
Pros
Client portal with card payment included
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Carmen Guerrero
Project Manager, Aurora Print House
United States·Marketing·1 to 10 employees
5.0
Dec 24, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Better reporting than the price implies
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
Client portal with card payment included
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Giselle Jimenez
Operations Manager, Bluewater Consulting
United States·Hospitality·500+ employees
4.0
Jul 25, 2025
Verified userUsed 6 to 12 months
The client portal ended the invoice copy emails
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Malcolm Ferreira
Owner, Tidewater Marine Services
United States·Financial services·51 to 200 employees
5.0
Jul 14, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The client portal ended the invoice copy emails
Multi currency is included rather than gated. We invoice a Toronto client in Canadian dollars and a London one in pounds, the exchange rates update automatically, and the gain and loss postings are right without me thinking about them.
Pros
Custom workflow rules that a non technical owner can build
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Portia Desai
Project Manager, Summit Physio
United States·Legal·1 to 10 employees
3.0
Nov 13, 2024
LinkedIn confirmedUsed 1 to 2 years
The suite is a benefit and a pull
Sales tax tracking handles the straightforward case well. Economic nexus across a dozen states is not something it solves on its own and we ended up adding Avalara. Fine, expected at this price, worth knowing.
Pros
Custom workflow rules that a non technical owner can build
Cons
Sales tax will not solve multi state nexus alone
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Tanya Chaudhary
People Operations Lead, Ironwood Fabrication
United States·Marketing·1 to 10 employees
5.0
Aug 22, 2024
LinkedIn confirmedUsed 1 to 2 years
Our accountant came around in a month
Multi currency is included rather than gated. We invoice a Toronto client in Canadian dollars and a London one in pounds, the exchange rates update automatically, and the gain and loss postings are right without me thinking about them.
Pros
Client portal with card payment included
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Terrence Marchetti
Practice Manager, Cedar & Vine Interiors
United States·Transport and logistics·1 to 10 employees
5.0
Oct 21, 2025
Verified userUsed 6 to 12 months
Multi currency without a surcharge
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Custom workflow rules that a non technical owner can build
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Ravi Kowalski
Office Manager, Copper Mountain Brewing
United States·Hospitality·1 to 10 employees
4.0
Aug 28, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
It grew with us from two people to eleven
The API is on the plan we already pay for, which is not true of most competitors. Our developer had our internal job system posting invoices into Books in about two days.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Callum Jain
Project Manager, Harborline Supply
Canada·Transport and logistics·1 to 10 employees
5.0
Aug 25, 2025
Verified userLinkedIn confirmedUsed less than 6 months
It grew with us from two people to eleven
The client portal was an accident of buying it and turned out to be the thing customers comment on. They log in, see every invoice and statement, and pay by card without emailing me for a copy. I used to spend an hour a week resending documents.
Pros
Open API available on affordable plans
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Brooke Buchanan
HR Manager, Coastline Outfitters
United States·Transport and logistics·1 to 10 employees
5.0
Apr 4, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The client portal ended the invoice copy emails
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Gregory Kaminski
Operations Manager, Hillcrest Family Clinic
United States·Marketing·1 to 10 employees
5.0
Dec 25, 2024
LinkedIn confirmedUsed 1 to 2 years
The automation does work I used to do by hand
The API is on the plan we already pay for, which is not true of most competitors. Our developer had our internal job system posting invoices into Books in about two days.
Pros
Client portal with card payment included
Cons
US payroll only covers a limited set of states
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Carmen Whelan
Head of Operations, Lantern Creative
United States·Manufacturing·1 to 10 employees
3.0
Aug 22, 2024
Verified userUsed 2 or more years
Sales tax covers the basics only
Sales tax tracking handles the straightforward case well. Economic nexus across a dozen states is not something it solves on its own and we ended up adding Avalara. Fine, expected at this price, worth knowing.
Pros
Client portal with card payment included
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Theo Tillman
Chief of Staff, Trailhead Bicycles
United States·Professional services·1 to 10 employees
5.0
Nov 24, 2025
Verified userUsed less than 6 months
The automation does work I used to do by hand
Our accountant pushed back hard at first because she is a QuickBooks person. She spent a month in it and now says the reporting is better. She still charges us slightly more for working outside her usual system and it is worth it.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
The mobile app lags well behind the browser product
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Ezra Ferreira
Practice Manager, Kestrel Analytics
Canada·Construction·1 to 10 employees
4.0
Sep 26, 2025
Verified userUsed 1 to 2 years
Free until we hit fifty thousand, then twenty dollars
Purchase orders, sales orders and inventory arrived on Professional and covered everything we needed when we started carrying stock. I had budgeted for moving to a different product entirely at that point and did not have to.
Pros
A genuine free plan under fifty thousand dollars of revenue
Cons
Support replies are slow and often generic
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Adrian Moreau
Accountant, Ironwood Fabrication
Canada·Financial services·11 to 50 employees
1.0
Jul 8, 2025
Verified userUsed 2 or more years
Migrating our history was rough
The mobile app does the basics and nothing more. I cannot do a proper reconciliation on it and reporting is barely usable on a phone. For a product this modern in the browser the app feels like a different company built it.
Pros
Open API available on affordable plans
Cons
Some features assume you run the wider Zoho suite
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 19, 2025
Thank you for the feedback. Slow first responses are not the standard we aim for and we have shared your note with our support leadership. If your ticket is still open please reply asking for escalation and it will be routed to a senior specialist.
9 found this helpful
Denise Vaughn
Director of Finance, Blackstone Contracting
United States·Legal·1 to 10 employees
2.0
Jun 24, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Support answers slowly and generically
The mobile app does the basics and nothing more. I cannot do a proper reconciliation on it and reporting is barely usable on a phone. For a product this modern in the browser the app feels like a different company built it.
Pros
Custom workflow rules that a non technical owner can build
Cons
Fewer US accountants know it than QuickBooks
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 5, 2025
Thank you for the feedback. Slow first responses are not the standard we aim for and we have shared your note with our support leadership. If your ticket is still open please reply asking for escalation and it will be routed to a senior specialist.
United States
Canada