ZOHO Books

Smart Accounting for UK Businesses

Discover a cloud-based accounting platform that simplifies bookkeeping, invoicing, and tax compliance for UK businesses. Stay HMRC-recognized and MTD-compliant with Zoho Books, managing your finances end-to-end while you focus on growth.

Effortless Invoicing and Payments

Create professional invoices and get paid faster with Zoho Books. Customize invoice templates with your branding and send them to clients in seconds. Enable online payments through integrations with PayPal, Stripe, and other gateways so customers can pay you instantly. You can even set up recurring invoices for subscription services and schedule automated payment reminders to reduce late payments. A self-service client portal lets your customers view statements and settle invoices securely, improving transparency and accelerating cash flow.

Streamlined Expense Management

Take the pain out of tracking business expenses and bills. Zoho Books lets you record and categorize expenses on the fly – snap photos of receipts with the mobile app and the data is auto-scanned into your accounts. Manage supplier bills and purchase orders in one place, converting POs to bills and matching them with payments. Set spending limits and categorize expenses by project, client, or tax category to maintain complete control. By automating expense tracking and linking them to projects or client invoices, Zoho Books ensures you never miss a billable expense and keeps your payables organized.

Automatic Bank Feeds and Reconciliation

Say goodbye to tedious manual bank reconciliations. Zoho Books connects with thousands of UK banks to automatically fetch your bank feeds and credit card statements. Transactions are intelligently categorized based on rules you define – matching payments to invoices and expenses to ledger entries. With daily feeds, your accounts reflect the latest cash flow so you always know your true financial position. The reconciliation tool lets you confirm transactions in just a few clicks, flag discrepancies, and ensure your books and bank statements are always in sync. Real-time visibility into your cash flow and effortless reconciliation means closing your books is faster and error-free.

Automate Workflows and Reminders

Work smarter by automating your routine accounting tasks. Zoho Books comes with powerful automation capabilities to handle the repetitive work for you. Set up workflow rules to trigger actions – for example, send a thank-you email when an invoice is paid, or alert your team when expenses exceed a threshold. Schedule reports to be generated and emailed to you weekly or monthly, keeping you informed without manual effort. You can also automate payment reminders to customers, recurring invoices, and subscription billing so nothing falls through the cracks. By letting Zoho Books take care of the busywork, your team can focus on higher-value tasks and strategic financial planning.

Insightful Financial Reports

Turn your financial data into actionable insights with Zoho Books’ reporting tools. Generate all essential financial statements – from Profit & Loss and Balance Sheet to Cash Flow – in a few clicks, with data updated in real time. Dive deeper with customizable reports on sales, expenses, tax summary, and project profitability to understand every aspect of your business’s performance. Zoho Books’ interactive dashboards provide at-a-glance metrics like receivables, payables, and cash flow trends, helping you spot issues and opportunities quickly. Need advanced analytics? The Ultimate edition of Zoho Books includes Zoho Analytics integration, so you can create BI dashboards and forecasts for deeper insight. With clear reports and visualizations, you’ll make informed decisions backed by real-time numbers.

UK Tax Compliance Made Easy

Zoho Books is built with UK regulations in mind, taking the headache out of VAT and tax compliance. It’s HMRC-recognized for Making Tax Digital, meaning you can confidently use it to record VAT and submit returns electronically to HMRC. Configure your VAT settings for standard, reduced, or zero-rated goods and let Zoho Books automatically calculate the VAT on invoices and bills. When it’s time to file, generate VAT Returns (including the UK VAT100 form) and directly file them to HMRC from within Zoho Books. The software keeps a detailed audit trail of all transactions and adjustments, helping you meet record-keeping requirements. Whether you’re on standard VAT or Flat Rate Scheme, Zoho Books ensures your business remains compliant with the latest tax laws while reducing the effort needed to manage them.

Zoho Books Pricing

  • Svennis Solution

    -

    Zoho Books built around your unique requirements.

    • Customize Zoho Books with our software engineers

    • Expert consultation on everything Zoho

    • Develop the solution that is meant for you

    • Adopt Zoho smoothly with our onboarding

    • Get expert workshops for your departments

    • Ongoing support and maintenance of all solutions we make for you

  • Standard

    £12 /org/month (billed monthly)

    Ideal for small businesses beginning their digital journey

    • 3 users

    • Invoices, estimates & credit notes

    • Bills and expense tracking

    • Bank feeds & reconciliation

    • Basic financial reports

  • Professional

    £24 /org/month (billed monthly)

    Perfect for growing businesses needing more tools.

    • Everything in Standard

    • 5 users

    • Sales orders & purchase orders

    • Project time tracking

    • Basic inventory tracking

    • Multi-currency transactions

  • Premium

    £30 /org/month (billed monthly)

    Ideal for enterprises working over multiple departments and territories.

    •  Everything in Professional

    • 10 users

    • Custom domain & client portal branding

    • Advanced automation workflows

    • Vendor portal for purchase orders

    • Enhanced custom reports &fields

  • Elite

    £99 /org/month (billed monthly)

    Comprehensive solution for global, power-selling enterprises.

    • Everything in Premium

    • Multi-warehouse inventory management

    • Batch & serial number tracking

    • Barcode scanning & price lists

    • Automated reorder points & backorders

  • Ultimate

    £199 /org/month (billed monthly)

    Comprehensive solution for global, power-selling enterprises.

    • Everything in Elite

    • 15 users

    • Advanced business intelligence(Zoho Analytics)

    • Higher transaction limits

    • Priority support

    • Augmented analytics & forecasting

  • Svennis Solution

    -

    Zoho Books built around your unique requirements.

    • Customize Zoho Books with our software engineers

    • Expert consultation on everything Zoho

    • Develop the solution that is meant for you

    • Adopt Zoho smoothly with our onboarding

    • Get expert workshops for your departments

    • Ongoing support and maintenance of all solutions we make for you

  • Standard

    £10 /org/month (billed yearly)

    Ideal for small businesses beginning their digital journey

    • 3 users

    • Invoices, estimates & credit notes

    • Bills and expense tracking

    • Bank feeds & reconciliation

    • Basic financial reports

  • Professional

    £20 /org/month (billed yearly)

    Perfect for growing businesses needing more tools.

    • Everything in Standard

    • 5 users

    • Sales orders & purchase orders

    • Project time tracking

    • Basic inventory tracking

    • Multi-currency transactions

  • Premium

    £25 /org/month (billed yearly)

    Ideal for enterprises working over multiple departments and territories.

    •  Everything in Professional

    • 10 users

    • Custom domain & client portal branding

    • Advanced automation workflows

    • Vendor portal for purchase orders

    • Enhanced custom reports & fields

  • Elite

    £85 /org/month (billed yearly)

    Comprehensive solution for global, power-selling enterprises.

    • Everything in Premium

    • Multi-warehouse inventory management

    • Batch & serial number tracking

    • Barcode scanning & price lists

    • Automated reorder points & backorders

  • Ultimate

    £165 /org/month (billed yearly)

    Comprehensive solution for global, power-selling enterprises.

    • Everything in Elite

    • 15 users

    • Advanced business intelligence(Zoho Analytics)

    • Higher transaction limits

    • Priority support

    • Augmented analytics & forecasting

Zoho Marketplace

Zoho Books Integrates with Dozens of Business Applications

Zoho Books connects seamlessly with the rest of your business software ecosystem. Out-of-the-box integrations with other Zoho apps (like Zoho CRM, Zoho Inventory, and Zoho Expense) ensure your sales, inventory, and expense data flow directly into your accounts. It also connects to popular third-party tools: accept payments online via Stripe, PayPal, and GoCardless, integrate with e-commerce platforms like Shopify for automatic sales order creation, and sync customer data from CRM or subscription systems. Plus, with support for thousands of banks, your bank transactions feed into Zoho Books automatically. Whether through native integrations or via Zoho’s Marketplace and API, Zoho Books makes sure all your business systems—from payroll to point-of-sale—work in harmony with your finance system.

Answers

Frequently Asked Questions

What is Zoho Books and why should my business use it?

Zoho Books is an online accounting software designed for businesses of all sizes to manage their finances digitally. It helps you record all your financial transactions in one place – including invoices, expenses, bank transactions, and payroll entries – and keeps your books up to date in real time. By using Zoho Books, you gain better visibility into your cash flow and profitability, automate routine bookkeeping tasks, and ensure compliance with tax rules. It’s especially beneficial for UK businesses looking to modernize their accounting and comply with HMRC’s Making Tax Digital regulations without the complexity of traditional accounting systems.

Is Zoho Books compliant with UK accounting standardsand MTD?

Yes. Zoho Books is fully compliant with UK accounting requirements and is HMRC-recognized for Making Tax Digital (MTD) VAT submissions. It supports UK-specific needs like VAT tracking (standard, reduced, zero-rated, and exempt taxes) and can generate VAT Returns (VAT100) for you. You can file VAT returns electronically to HMRC through Zoho Books and ensure you meet all MTD obligations. The software also handles multi-currency transactions, EC sales list reporting, and other compliance needs for UK businesses. With Zoho Books, staying on top of VAT, PAYE, and other financial regulations is much easier, as the system updates to reflect the latest rules and provides audit-ready records of all transactions.

Can Zoho Books integrate with my other software (CRM, payroll, etc.)?

Absolutely. Zoho Books offers native integrations with many Zoho apps and popular third-party software. For instance, it integrates with Zoho CRM to sync customer and sales data, with Zoho Projects to bill clients for project hours, and with Zoho Payroll (in supported regions) to account for salaries and wages. It also connects with payment gateways (so online invoice payments are recorded automatically) and can pull in transactions from your e-commerce platforms or point-of-sale systems. Through Zoho Flow or APIs, Zoho Books can be connected to just about any system – from payroll providers to custom databases – ensuring your accounting system is the central source of truth for financial data.

How secure is my financial data in Zoho Books?

Data security is a top priority for Zoho. Zoho Books runs on a secure cloud infrastructure with enterprise-grade security measures. All data transmitted is encrypted in transit (SSL) and at rest. Role-based access controls allow you to define what each user in your organization can see or do in Zoho Books, protecting sensitive information. The platform also maintains an audit trail of all activities for accountability. Zoho is GDPR compliant and undergoes regular security audits and certifications (such as ISO 27001). In short, your financial data is kept safe and confidential, with regular backups and robust protection against unauthorized access. You can use Zoho Books with confidence that your data is secure and available whenever you need it.