ZipBooks

Simple accounting software that makes you even smarter.

Freemium

Description

ZipBooks is an accounting software platform designed to simplify financial management for small businesses and freelancers. It focuses on providing straightforward tools coupled with intelligent insights to help users enhance their business operations. The platform aims to make bookkeeping less time-consuming and more intuitive, moving beyond basic historical reporting to offer predictive advice and automation.

Key functionalities include comprehensive accounting, streamlined invoicing and billing with options for recurring payments and online payment acceptance. It also offers robust expense management with automated tracking, insightful financial reporting, bank account connectivity for seamless reconciliation, time tracking for projects, and features for team collaboration with controlled permissions. Users can also manage their finances on the go via mobile solutions.

Key Features

Accounting: A complete, dead-simple accounting solution with auto-categorization and reconciliation.
Invoicing & Billing: Send professional invoices, accept online payments (credit cards, PayPal), and automate with recurring billing and payment reminders.
Expense Management: Smart and automated expense tracking with receipt storage.
Intelligence: Provides a full suite of reports and smart insights to help retain profitable customers, get paid faster, and compare performance against competitors.
Bank Connect: Connect bank and credit card accounts for automatic daily transaction import and easier reconciliation.
Time Tracking: Organize work into projects, track time, and easily bill clients for tracked hours.
Smart Tagging: Tag transactions by customer, project, location, or custom tags for granular reporting.
Team Management: Collaborate with team members, employees, or accountants with manageable permissions.
Mobile Accounting: Manage business finances on the go with a mobile-optimized web experience or native mobile app.

Use Cases

Streamlining daily bookkeeping tasks for small businesses.
Automating client invoicing and online payment collection.
Efficiently tracking and categorizing business expenses.
Generating comprehensive financial statements and performance reports.
Gaining data-driven insights into financial health and customer behavior.
Collaborating with accountants or team members on financial data.
Tracking billable hours for projects and services accurately.

Frequently Asked Questions

Does ZipBooks offer a free plan?

Yes, ZipBooks offers a 'Starter' plan that is free. It includes features like sending unlimited invoices, managing unlimited vendors & customers, accepting digital payments (Square or PayPal), viewing basic reports, and connecting one bank account.

Can I accept online payments with ZipBooks?

Yes, ZipBooks allows you to accept digital payments through integrations with Square or PayPal, enabling clients to pay invoices online.

Is it possible to track time for projects with ZipBooks?

Yes, ZipBooks includes time tracking features. You can organize work into projects and tasks, track your time, and then easily pull that time into an invoice for billing.

Can ZipBooks help with managing team access and collaboration?

Yes, ZipBooks' Team Management feature allows you to collaborate with employees, contractors, or accountants. You can manage team permissions for reports, invoicing, time tracking, and other parts of the software.

Does ZipBooks offer mobile access for managing finances on the go?

Yes, ZipBooks provides mobile access through an optimized mobile web experience or a native mobile application, allowing you to send invoices, mark payments, store receipts, and categorize expenses from your mobile device.