What role does Zoho Books play in delivering end-to-end accounting services for clients?
Zoho Books is the cornerstone of financial operations for managed service providers (MSPs) handling client accounting. It enables:
Comprehensive Bookkeeping: Record and reconcile all financial transactions—sales, purchases, expenses, and bank feeds—in real-time.
Tax Compliance: Automatically apply GST, VAT, or region-specific tax rules based on customer/vendor location, and generate statutory reports.
Invoice Automation: Create recurring, milestone-based, or manual invoices with automated reminders and payment links.
Bank Reconciliation: Fetch bank feeds securely via integrations or manually upload statements for matching and verification.
Expense Categorization: Classify and track client-specific cost centers, departments, or projects for financial clarity.
Audit Trail: Maintain detailed logs of every action for compliance and reporting purposes.
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