Ultan Sherwood
Finance Manager · 1-10
1 review written · 4.0 average
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Reviews by Ultan Sherwood
★★★★★
Connecting Zoho Books to the other tools my small team runs daily was the thing I was most nervous about before committing. Turns out, it handles that side of things better than I expected. The native connection to Zoho CRM meant our invoicing flow stopped living in a separate universe from our client records. We also hooked it into Stripe and our project management tool without much fuss, and the Zapier support fills in the gaps where native integrations don't exist. For a five-person operation, that kind of glue matters enormously.
The one gripe I'll flag honestly: the integration setup screens are not the most intuitive part of the product. A couple of the OAuth flows tripped me up the first time, and the documentation was thinner than I'd have liked. Customer support sorted me out, but it took a day longer than it should have. Everything else, the expense tracking, bank reconciliation, the tax reporting, has been solid across the twelve months I've been using it. Good value at this price point.
