Zoho Finance Plus Reviews

What I like best about Zoho Books is how effortlessly it simplifies complex accounting tasks. From automated invoicing and payment reminders to real-time GST filing and clean financial reports—everything just flows smoothly. The interface is intuitive, so even non-accountants can use it without feeling lost. Plus, the automation features save me hours every week, which lets me focus more on strategy and less on manual work. It truly feels like Zoho Books was designed with the user in mind. Review collected by and hosted on G2.com.

While Zoho Books is overall a fantastic platform, there are a few areas that could be improved. The biggest one for me is the limited customization in certain reports and templates—sometimes I wish I could tweak layouts or add specific fields more freely. Also, the learning curve can be a bit steep for beginners, especially when exploring advanced features like workflows or integrations. Lastly, while support is generally helpful, response times can be slower during peak hours. But none of these are deal-breakers, and the regular updates show that Zoho is actively listening to feedback. Review collected by and hosted on G2.com.

• Clean and intuitive user interface

• Excellent for real estate billing scenarios

• Multi-bank and VAT support

• Custom templates for property-related documentation

• Great integration with Zoho Books and other tools

• Reliable customer service Review collected by and hosted on G2.com.

• Would benefit from more customized templates specific to branding and marketing

• Mobile app can be limiting for more advanced tasks Review collected by and hosted on G2.com.

I like how simple it makes expense tracking and reimbursements.

It’s super helpful to be able to scan receipts on my phone and have the system automatically fill in the details. It saves a significant amount of time and reduces errors. I also like how easy it is to set spending limits for the team and get real-time reports, it helps us stay on budget and make quicker decisions. The mobile app works smoothly, and the integration with other tools like Zoho Books is a big plus. Review collected by and hosted on G2.com.

Sometimes, the user interface feels a bit cluttered, especially for new users.

There are a lot of features, which is great, but it can be a little overwhelming at first. Also, the approval workflow could be a bit more customizable — we've had to adapt our process slightly to fit the system. It’s not a dealbreaker, but something to keep in mind if you have very specific internal procedures. Review collected by and hosted on G2.com.

I used to like Zoho Invoice. I paid for multiple users in my previous business because it was easy to use and integrated well with the project management tools I relied on. It did the job - simple, effective, and streamlined. Review collected by and hosted on G2.com.

I've just started a new business and have clients in both the UK and the U.S. Here's the problem: you can no longer change a client's currency. Zoho now wants you to upgrade to their Zoho Billing tool for that - calling multi-currency support an "advanced feature." Seriously?

That's not a feature - it’s a basic necessity in a global business environment. You’ve deliberately switched it off in Zoho Invoice, which makes it completely redundant for anyone working internationally.

Here's what Zoho Invoice now says:

"Check out Zoho Billing, our end-to-end billing solution for multi-currency support and other advanced features."

Sorry, but no - "multi-currency support" is not an advanced feature. It's something you used to allow, and now you're locking it behind another upgrade.

Rule number one in marketing: build loyalty. You've now broken that. I'll be moving all my other Zoho services elsewhere. You've wasted my time.

To think, I foolishly recommended people to use Zoho Invoice. Review collected by and hosted on G2.com.

I was using Expensify for 8 months and I REALLY wanted that platform to work well, but I had continuous issues with the app and with customer support. I needed something to work immediately and took a chance with Zoho...and it worked with no issues. I've only used it for a short time, but it's been very useful and does exactly what it's supposed to do with no glitching. Capture receipt, categorize, assign it to a report, export to excel pdf, etc. Thank you! Review collected by and hosted on G2.com.

Nothing so far. Everything has been good. I have yet to use customer support (which IMO is a great thing) so I can't comment on that. Overall I am satisfied! Review collected by and hosted on G2.com.

I love that they have a free plan for individuals like me. Their invoicing has transformed the way I work. Everything is easy to do, UI is simple but functional. Nothing gets in the way of doing my thing. Although I use it only for monthly invoicing but it still is a big part of my workflow. Review collected by and hosted on G2.com.

Free tier has little to no support available. I don't believe there is anything in the software itself that I can complain about. Review collected by and hosted on G2.com.

I liked the interface and how easy it was to set up things and the little guide that was included for each module was helpful. Loved that it was easily integrated with Gmail and the notifications were almost instantaneous. Loved the fact that certain features could be recurring without having to do everything from scratch. The quick create module on the android app is a time saver and I use it frequently. Review collected by and hosted on G2.com.

The automatic overpaying label when recording a new payment received. It's a bit confusing and annoying. Review collected by and hosted on G2.com.

Zoho Expense's Start to Finish handling of business expenses is second to none. Whether you want to itemize and split an expense across many accounts, or just have a step 1-2-3 approach to Business expense reporting, Zoho Expense is one-and-done.

The Customer Support staff are quick and knowledgable and the ease of integration with our existing Chart of Accounts is exceptional. Review collected by and hosted on G2.com.

I would like to see the Expense Reports more customizable. The limited customization is good, but does not allow me to add the fields I need to present to our accounting team. Granted, I just may not be aware of how this can be done, so I am open to suggestions. Review collected by and hosted on G2.com.

We haven't used Zoho Expense long, but it's far cheaper than the previous app we were using (Expensify), and seems to provide all of the same functionalities that we needed. So far it has been easy to set up and easy to use. Review collected by and hosted on G2.com.

Their mileage tracking is not quite as robust as our previous solution (expensify), it would be nice if we could enter multiple map points for a single trip instead of each trip being limited to two map points. Review collected by and hosted on G2.com.

What I like best about Zoho Expense is its comprehensive yet easy-to-use platform for managing business expenses. The automation features—such as automatic receipt scanning, expense categorization, and seamless integration with accounting software—save a lot of time and reduce manual errors. The mobile app is especially handy for submitting and approving expenses on the go, making the entire process efficient and transparent. Review collected by and hosted on G2.com.

While Zoho Expense is a powerful tool, one area that could be improved is the speed of the mobile app during high-usage periods, which can sometimes be a bit slow or laggy. Additionally, a more customizable reporting feature would be helpful to better tailor expense reports to specific business needs. Overall, these are minor issues compared to the overall value the platform provides. Review collected by and hosted on G2.com.