What it is
Zoho Books is Zoho's accounting app, with a Mexico edition that issues CFDI e-invoices and produces electronic accounting records, VAT reports, the DIOT and Carta Porte. It suits small businesses and independent professionals who want invoicing, collections and bookkeeping in one place. It connects natively to other Zoho apps such as CRM and Inventory, and it's priced in pesos.
How to use it
- Issue CFDI invoices and send them to clients from the web or your phone.
- Reconcile bank accounts and log expenses by snapping a photo of the receipt.
- Generate electronic accounting records and the DIOT for your accountant.
- Stay on top of collections with automatic payment reminders.
- Connect Zoho CRM or Inventory so sales and stock flow straight into your books.
What it's good for
- An independent consultant in Mexico City earning under 400,000 pesos a year who can stay on the free plan.
- A distributor in Puebla already on Zoho CRM that wants every closed deal to become an invoice.
- An accounting firm that needs CFDI, electronic accounting and DIOT for its clients in one system.
Pros
- Free plan while annual revenue stays under 400,000 pesos
- Mexico edition with CFDI, electronic accounting, DIOT and Carta Porte
- Priced in pesos, with paid plans from about MX$99 a month
- Native integration with Zoho CRM, Zoho Inventory and other Zoho apps
Cons
- Lower tiers include few users, so growing the team means upgrading
- You get the most out of it if you already use other Zoho apps
- Features and pricing differ by country edition
