Zoho Books for Invoicing, Reconciliation, and Reporting

A subscription under which we run your Zoho Books account. That includes the chart of accounts, invoicing and recurring billing, bank feeds and reconciliation rules, financial reports, connections to Zoho CRM and outside tools, and user permissions. When a feed breaks or a report is needed, the people who already know your setup handle it.

The system. We build and maintain it so categorization, reconciliation, invoicing, and reporting work as intended, but we are not your bookkeeper or accountant and we do not file taxes. Most clients keep their existing bookkeeper or CPA, whose work tends to speed up once the setup stops getting in the way. We coordinate with them.

Yes. The subscription, the account, and all the data stay yours, and we work inside as an administrator. If you ever switch providers, nothing sits behind our accounts. We also advise on which plan tier matches your user count and the features you use.

Yes. We map your existing chart of accounts, bring over customers, vendors, items, open invoices, and bills, and tie the result to your previous closing balances before you depend on it. A migration is scoped as its own project, and the condition of the source data drives most of the effort.

We connect your bank and credit card accounts to Books and write rules so recurring transactions post to the right account. Your team reviews exceptions rather than coding each line. Feeds sometimes drop, often after a bank changes its authentication, so we watch them and reconnect. If a feed went silent a month ago, we want you to hear it from us.

Yes. A closed deal becomes an invoice with the customer record attached, and payment status flows back to the sales team. Zoho Inventory, Zoho Expense, and Zoho Projects can connect too if you run them, so invoices reflect what shipped or was delivered.

We set up the tax side inside Books: rates, tax groups, customer exemptions, and defaults that apply without anyone remembering them at invoice time. We also build the reports your filings draw on. We are not a tax firm and do not file returns, so we work alongside whoever does.

It supports multiple currencies and multiple branches, and both are part of our setup work. We configure the exchange-rate handling, decide how branches report, and test a few transactions in each before you rely on them. Separate legal entities may need separate organizations, which we will lay out with you.

Yes, month-end close support is included. We check that feeds are current, reconciliation rules have run, and recurring entries are in place, and that the reports your bookkeeper or CPA needs are configured. Review and sign-off stay with them.

An hourly consultant suits a project with an end date. Running a finance system has none: feeds break, staff change, new revenue lines need new accounts, and reports shift with the business. Hourly billing turns each of those into a small negotiation. With a subscription, small changes need no quote, and we keep what we learned about your setup between requests.

Tell us and we will look at what is needed. Some businesses carry extra organizations that could be consolidated, and some need them for separate legal entities. Our plans are priced by hours of Zoho work, not by users or apps, so organization and user counts never set the price on their own. If the extra work outgrows your monthly hours, you can move to a plan with more hours or add hours to your monthly plan in 5-hour blocks, and a large one time buildout can be quoted as a project at your plan's project discount.

Yes. Books is included in Zoho One, and many clients reach it that way. The management work is the same either way. Our plans cover any mix of Zoho apps, Zoho One or individual apps, priced by hours of Zoho work rather than by users or apps.

Start with a consultation covering how you invoice, how money comes in, what your accountant needs at year end, and where your financial data sits now. Most setups then take two to four weeks: access, feeds, and review first, then chart of accounts, templates, recurring billing, tax, and reporting. A migration takes longer, and you get a realistic timeline before committing. Anything beyond your monthly hours is quoted as a project at your plan's project discount.

No annual contract. The plan is billed monthly with no setup fee. Everything we build lives in your own Zoho account, so the account structure, templates, rules, and integrations stay with you if you leave.

Yes. We audit what exists and look for broken feeds, duplicate accounts, half-finished integrations, and categorization rules that stopped matching. Sometimes repair is enough, and sometimes rebuilding one section is faster. We tell you which, and why, before we touch anything.