Zoho Finance Plus partner in the USA · Los Angeles, CA
Zoho Finance Plus implementation partner for US back offices
Ledger, subscriptions, spend and stock on one subscription. Month-end stops being five separate chases.
We set up Zoho Finance Plus for US companies from our Glendale office in the Los Angeles area. Zoho Books, Inventory, Billing, Expense, Checkout and Commerce get one shared list of customers, items and accounts. We move your history out of QuickBooks or Xero and train each team on the app it will live in.
- Six finance apps under one plan
- 10 users you place in any app
- A quote turns into an order, invoice and payment
Advanced PartnerCertified Zoho consultants
01What Zoho Finance Plus is
What is Zoho Finance Plus, and what’s in the plan?
Zoho Finance Plus is Zoho’s back-office suite: one subscription per organization that bundles six finance apps and 10 users you can assign across them. In the US it costs $199 a month billed yearly, or $249 month to month.
Zoho BooksPremiumGeneral ledger, bank feeds, sales tax, P&L and balance sheet, sales and purchase approvals
Zoho Inventory7,500 orders a month, 6 locationsSales and purchase orders, composite items, batch and serial numbers, barcodes, online store links
Zoho BillingPremiumOne-time and recurring invoices, subscription changes, dunning, MRR, LTV and ARPU- Type it once. A customer or item added in one app shows up in the others, so sales, stock and the ledger stop drifting apart.
- Quote to cash, no hand-offs. A quote or order raised in one app is ready in the next for picking, invoicing and collecting.
- Already on Zoho Books or Inventory? Zoho moves your existing organization into Finance Plus, so nobody re-keys a year of data.
- Payroll sits outside. Zoho Payroll is a Zoho finance app, but it isn’t in this plan. It has its own price per employee and posts each pay run to Zoho Books, as our Zoho Payroll page explains.
02Try it · sample tool
Tick your finance work and see which Zoho Finance Plus apps handle it
Pick the jobs your finance and operations people do today. The panel shows the Finance Plus app behind each one and the separate tools it could retire.
03One close, six apps
How a month-end close runs across Zoho Finance Plus
The close moves from the edges of the business to the ledger: stock and orders first, then billing, spend and payroll, then the bank and the lock. Each app closes its own piece and hands a clean number to Zoho Books. Scroll and watch the October close card collect each reconciled piece.
October close
SampleLocked
- Orders cut off Oct 31, stock valued
- Renewals invoiced, retries settled
- Expense reports posted
- Payroll journal in the ledger
- Bank difference $0.00
- October locked
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Stage 1 of 6
Orders and stock stop at the cut-off
Store and wholesale orders shipped by the 31st count in October; the rest roll forward. Warehouse leads post the stock count, and the inventory valuation report gives Books the closing stock figure.
Closed when: every shipped order is invoiced and the count is posted
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Stage 2 of 6
The subscription run settles
Renewals, upgrades and prorated changes have invoiced through the month. Before closing, someone clears the dunning list: card retries that worked, customers who need a call, and payments that came in through a Checkout page.
Closed when: no renewal is stuck between failed and paid
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Stage 3 of 6
Spend lands in the right accounts
Managers approve the last expense reports and purchase requests. Approved reports post to Zoho Books against the accounts your policy maps them to, so nobody retypes a receipt or guesses the category.
Closed when: the approval queue for October is empty
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Stage 4 of 6
Payroll posts its journal
Payroll isn’t in Finance Plus, but the close still needs it. If you run Zoho Payroll, each pay run posts wages, taxes and benefits to the ledger. On another payroll provider, we set up the journal import your accountant prefers.
Closed when: October’s pay runs tie to the payroll liability accounts
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Stage 5 of 6
Every bank account reaches zero difference
With sales, subscriptions, spend and payroll already posted, most bank lines find their match on their own. Your bookkeeper reconciles checking, savings, the card and the payment gateway clearing account against each statement.
Closed when: each account reads $0.00 difference
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Stage 6 of 6
Your CPA reviews, then the month locks
Your accountant posts adjusting entries in the same file, the owner gets the P&L and balance sheet, and October is locked so a late edit can’t move a reported number.
Closed when: reports are out and the period is locked
Zoho Analytics04Try it · your current tools
Which finance apps would Zoho Finance Plus replace for you?
Tap what your business runs on today. You’ll see which Finance Plus app takes over each job, what you’d keep, and what sits outside the plan.
Your Finance Plus picture Sample guidance
Pick at least one tool on the left.
05Suite or separate tools
Zoho Finance Plus or a stack of separate finance tools?
For most small and mid-size US companies, one suite wins on admin, data flow and cost. A stack of separate tools still wins in two cases, and we’ll say so if yours is one of them. Six jobs, scored the way we’d score them for you.
Logins and admin
Finance PlusOne admin console hands out the 10 users across every app, with roles per app.
Separate toolsEach vendor has its own seats, its own admin screen and its own offboarding step.
Customers and items
Finance PlusOne customer and item list sits under billing, the store, stock and the ledger.
Separate toolsLists copy between apps through connectors, and somebody fixes the duplicates.
Your outside CPA’s habits
Finance PlusYour accountant gets an accountant login in Zoho Books and works in the same file.
Separate toolsIf your firm only works in QuickBooks, keeping QuickBooks is the easier conversation.
The monthly bill
Finance Plus$199 a month billed yearly covers six apps and 10 people. Extra users are $1.66 each.
Separate toolsFour or five subscriptions, each priced per seat or per tier, renewing on different dates.
Month-end close
Finance PlusSales, renewals and expense reports post to Books as they happen, so the close is mostly checking.
Separate toolsExports and imports at month-end, then tracing why two totals disagree.
One very deep specialist need
Finance PlusCovers the everyday depth of each job well, inside Zoho’s plan limits.
Separate toolsA niche tool built for one job, like multi-entity consolidation, can go further there.
06Zoho Finance Plus pricing in the US
Zoho Finance Plus pricing: one plan, 10 users included
There’s a single paid plan, priced per organization. It is $199 a month billed yearly or $249 billed monthly, and it includes 10 users. More people cost $1.66 each per month on a yearly plan, or $2 monthly. A few add-ons cover heavy receipt scanning, extra locations and advanced warehousing.
| Add-on | Billed yearly | Billed monthly |
|---|---|---|
| Extra user | $1.66per user a month | $2per user a month |
| 50 more receipt scans | $4.16a month | $5a month |
| Extra location | $10each a month | $12each a month |
| Advanced warehousing | $124.17a month | $149a month |
Zoho Finance Plus cost for your team
$199.00a month
$2,388.00 a year · 10 users included, 0 extra
US list prices for one organization, before tax. Our setup is a separate fixed price, agreed in a signed BRD that names every app we switch on.
07Finance Plus or Zoho One
Should you buy Zoho Finance Plus or go all in on Zoho One?
If only the finance side of the company is moving to Zoho, Finance Plus is usually the better buy. Once sales, HR or support are moving too, Zoho One starts to make more sense, since its license covers 45+ apps including Zoho CRM, People and Payroll. Four situations decide it.
Only finance is switching
One price for the organization covers the finance team’s 10 logins. Nobody in sales or the warehouse needs a license.
The all-employee Standard plan is $37 per employee a month billed yearly, and every employee has to be licensed.
Whole company moving to Zoho
Covers the back office only. CRM, help desk and HR would each be another subscription.
One license runs sales, support, HR and finance together, so one bundle beats stacking suites.
Payroll in the same bundle
No payroll inside. You’d add Zoho Payroll on its own plan or keep your provider.
Payroll and People come with the license, linked to the same employee records.
Stock, store and subscriptions
Inventory, Commerce, Billing and Checkout are all in the plan, shared by up to 10 people before extra users.
Also covers these jobs, but you pay per person across the company to get them.
08Ten logins, five kinds of people
Who can see the bank balance in Zoho Finance Plus?
Fewer people than you might think. Ten users share the plan across six apps, so we decide early who posts to the ledger, who only raises requests and who just reads the reports. This is the access map we begin with. Choose a person to see what they get.
| Data | Owner | Accountant or CPA | Bookkeeper | Approvers | Sales and ops staff |
|---|---|---|---|---|---|
| Invoices and payments | Full | Full | Full | View | Raise own |
| Bills and vendor payments | Approve | Full | Prepare | Approve own dept | No |
| Bank feeds and reconciliation | View | Full | Full | No | No |
| Expense reports | View | View | Full | Approve team | Own |
| Stock and orders | View | View | View | No | Full |
| Subscriptions and dunning | View | View | Full | No | Own customers |
| P&L and balance sheet | Full | Full | View | No | No |
Your CPA can sit outside the 10 users: Zoho Books gives your accountant a seat of their own on the free plan, and we confirm how it applies to your plan during setup. Every cell above can be changed, and Books, Inventory, Billing and Expense each have role settings we align so one person’s reach matches across apps.
09CRM, payroll, bank and the ledger you leave
What Zoho Finance Plus links to, and which ledgers we move you off
Finance Plus covers the back office, so the front office and payroll plug into it from outside. These are the three links we set up most. Below them, pick the system you use now to see what comes across and where it lands.
Zoho CRM
Won deals become sales orders or invoices without retyping, and sellers see on the account whether the customer has paid.
Zoho Payroll
Not part of the plan, but it sits next to it: each pay run posts its journal to Zoho Books, and approved expenses can be repaid with pay.
Bank and card feeds
Business accounts and cards feed transactions into Zoho Books for matching, and Checkout pages take card payments that land against the right invoice.
Moving from
- Comes across
- Chart of accounts, customers, vendors, items, sales tax, open invoices and bills, and the history you choose
- Lands in
- Zoho Books first, with stock in Zoho Inventory and recurring customers in Zoho Billing
- Watch for
- The cutover date. A month or quarter end keeps opening balances clean.
- Comes across
- Ledger balances, customers, vendors, items, open orders and the reports your controller relies on
- Lands in
- Zoho Books and Zoho Inventory, with each NetSuite subsidiary reviewed as its own organization
- Watch for
- Custom records and scripts, listed in the BRD with what replaces each one
- Comes across
- Accounts, contacts, items, tracking categories, open invoices and bills, and opening balances
- Lands in
- Zoho Books, with tracking categories set up as reporting tags
- Watch for
- Bank rules and repeating invoices, rebuilt in Zoho and checked before the old file goes read-only
- Comes across
- Customer and vendor lists, item lists, stock counts and the balances your accountant signs off
- Lands in
- Zoho Books and Zoho Inventory, cleaned and loaded in that order
- Watch for
- Duplicate items and mismatched units, fixed before anything is imported
10Three ways to start
Zoho Finance Plus implementation packages
Few companies switch on all six apps on day one. The bars show which apps each package brings live: Books, Expense, Billing with Checkout, and Inventory with Commerce. The exact scope goes in writing before setup.
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Where we usually start
Ledger first
For service firms leaving QuickBooks or Xero
- Zoho Books with chart of accounts and sales tax
- Expense policies and approval chains
- History migrated and tied out at cutover
- Accountant access for your CPA
One fixed fee for the whole switch, in a signed BRD.
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Recurring revenue
For subscription and membership businesses
- Everything in Ledger first
- Zoho Billing plans, add-ons and proration
- Checkout pages and dunning rules
- Revenue posted to Books by plan
Plans, pages and dunning fixed in a signed BRD.
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Product business
For brands with stock, a store and wholesale
- Everything in Recurring revenue, where it applies
- Zoho Inventory warehouses, items and barcodes
- Commerce store or a Shopify sync
- Cost of goods flowing into Books
Every warehouse and channel fixed in a signed BRD.
Only the first call is free. A larger job, say several entities plus a store migration, may start with a paid scoping phase that we price before it begins.
11How the rollout runs
How a Zoho Finance Plus rollout runs, first close included
Books goes live before the other apps because every one of them posts to it. We run a test close on your real numbers before cutover, and the old ledger stays readable until your accountant is happy.
- Discovery callThe finance tools you pay for and where month-end hurts.
- Process mappingOrder to cash and spend to approval, drawn as they run today.
- Scope and BRDApps, history, integrations and dates fixed in writing.
- Ledger setupAccounts, taxes and opening balances in Zoho Books.
- Test closeOne month closed in Zoho and compared with your old books.
- Cutover sign-offYou and your CPA approve the switch date with us.
- Add the other appsExpense, Billing, Inventory and Commerce, each with training.
12Stock, subscriptions and spend
Where Zoho Finance Plus does the most work
The bundle earns its price where a business sells stock or plans, buys from many vendors and has staff spending on the company card. These are the US industries where that comes up most for us.
- ManufacturingRaw materials, assemblies and wholesale orders feeding one cost of goods figure.
- Professional servicesRetainers billed every month, project expenses and partner approvals on spend.
- Construction and home servicesMaterials bought per job, crew card spend and progress invoices to customers.
- Healthcare practicesSupply stock across offices, membership plans and vendor bills by location.
- Real estateCommission bills, property expenses and recurring fees tracked by office or listing.
- Travel and tourismDeposits taken through payment pages, supplier bills and seasonal stock of extras.
13Questions owners and controllers ask
Zoho Finance Plus questions, plainly answered
Pricing, what’s included, payroll, who sees what and migration. If your question isn’t here, bring it to the discovery call.
What is Zoho Finance Plus?
Zoho Finance Plus is a single Zoho subscription that bundles the finance apps a business runs its back office on: Zoho Books, Zoho Inventory, Zoho Billing, Zoho Expense, Zoho Checkout and Zoho Commerce. The apps share customers, items and accounts, and 10 users can be assigned across them from one admin console.
How much does Zoho Finance Plus cost in the USA?
Zoho Finance Plus is $199 per organization per month billed yearly, or $249 billed monthly, with 10 users included. Extra users are $1.66 per user per month on a yearly plan or $2 monthly. Add-ons cover 50 more receipt scans, extra locations and advanced warehousing. Our implementation is a separate fixed price in a signed BRD.
Does Zoho Finance Plus include Zoho Payroll?
No. Zoho Payroll is a Zoho finance app, but it is not part of the Finance Plus plan. It has its own per-employee price, and each pay run can post its journal to Zoho Books. You can also keep your current payroll provider and import its journal.
Is Zoho Finance Plus a good fit for a small business?
It suits small businesses that need more than accounting, for example stock, an online store or subscriptions next to the ledger. If you only need invoicing and a ledger, Zoho Books on its own is cheaper, and we will tell you that on the first call.
Can we move from QuickBooks or Xero to Zoho Finance Plus?
Yes. We map your chart of accounts, customers, vendors, items and sales tax into Zoho Books, move open invoices and bills plus the history you want, run a test you check, and cut over at a month or quarter end. Subscriptions and stock move into Billing and Inventory in the same project.
Does Zoho Finance Plus work with Shopify?
Yes. Zoho Inventory in the plan connects to online stores, so you can keep Shopify and sync orders and stock, or move the store to Zoho Commerce, which is already included.
How long does a Zoho Finance Plus rollout take?
It depends on how many apps go live, how much history moves and which integrations you need. The signed BRD gives each app, migration and cutover its own date, so the timeline is agreed before any setup starts.
Do you offer Zoho Finance Plus support and training after go-live?
Yes. We train each team on its own app, sit in on the first close, and stay on for new plans, warehouses, users and automations. Support plans are agreed in writing.
Can staff outside finance use Zoho Finance Plus without seeing the books?
Yes. Sales and warehouse staff can raise orders, record stock and submit expenses while bank feeds, the P&L and vendor payments stay with the owner, bookkeeper and accountant. We set the roles in each app so one person has the same reach everywhere, and any of it can be changed later.
Does Zoho Finance Plus connect to Zoho CRM?
Yes, though Zoho CRM is not part of the plan. With the two linked, a won deal can become a sales order or invoice without retyping, and payment status shows on the customer record for sellers. CRM is licensed separately, or comes with Zoho One.
14Let’s talk
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