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ZipBooks

Simple accounting software that makes you even smarter.·zipbooks.com

ZipBooks is a cloud-based accounting and invoicing platform for small businesses. It offers invoicing and billing with recurring auto-bills and payment reminders, bookkeeping and reconciliation with automated transaction categorization, time tracking, and reporting. It also provides data-driven intelligence features such as customer retention insights and business review/listing tracking.

What it's for

Send professional invoices and estimatesAccept credit card and PayPal paymentsAutomate recurring billing and payment remindersReconcile bank and credit card transactionsTrack time on projects and bill clientsGenerate financial reports (Income Statement, Balance Sheet)Track and categorize expenses and receiptsManage team member permissionsTrack online reviews and business listingsManage multiple client accounts (for accountants)

Features 18

1099 payment and expense tracking
Accept credit card and PayPal payments
Automated payment reminders
Automated transaction categorization (Machine Learning)
Bank and credit card connection (Bank Connect)
Bookkeeping reconciliation
Business review and listing tracking
Customer and vendor tracking
Document storage and sharing
Export reports to PDF and CSV
Financial reporting (Income Statement, Balance Sheet)
Invoicing and billing
Mobile web and native mobile app access
Multi-currency invoicing
Recurring auto-billing
Smart tagging of transactions
Team management with permissions
Time tracking and project management

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb

Forsmall businesses, accountants and bookkeeping service providers

CompanyZipBooks

Integrations

SquareStripeGustoPayPal

Resources

Pricing

Accountant plan pricing is not publicly listed; a contact/appointment flow ('Ready to get started?') is offered.

StarterFree

Send unlimited invoices, Manage unlimited vendors & customers, Accept digital payments (Square or PayPal), View Basic Reports, Connect 1 bank account

Connect 1 bank account

Smarter$15/mo

Everything in Starter, Schedule recurring invoices with auto-bill, Automate reminders, Save invoice line items, Connect multiple bank accounts, Receive account notifications, Track time, Add 5 team members

Add 5 team members

Sophisticated$35/mo

Everything in Smarter, Organize books with smart tagging (by location, project, and custom), Reconcile every account quickly, Lock completed books, Share documents securely, Generate insightful reports, Invite unlimited users

Invite unlimited users

AccountantQuote

For businesses offering accounting and bookkeeping services; pricing not stated, contact required for setup.

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