Zoho Books - Banking

Simplify bank account reconciliation with Zoho Books.

Fetch your bank transactions, categorize, and reconcile your accounts with ease.

Connect, import, and reconcile

Securely fetch transactions from your PayPal account as well as your banks and reconcile your accounts in no time.

Stay on top of your account activities

Get precise cash flow predictions—plus balance mismatches, expected recurring payments, and past reconciliations—using our banking dashboard.

Put categorization on autopilot

It’s easy to miss one transaction when you’ve got hundreds coming in. Use bank rules to filter and categorize transactions automatically so nothing slips through the cracks.

Expedite transaction matching

Zoho Books identifies the best matches and other possible matches for your transactions, making the matching process a breeze.

Streamline Bank Reconciliation

Zoho Books reconciles all your accounts in a few clicks, so you can easily keep your business tax ready.

Process faster in bulk

With thousands of transactions to manage, bulk actions make it easier to select, categorize, delete, and restore multiple items.