Holly Vandermeer
Controller · 201-1000
1 review written · 5.0 average
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Reviews by Holly Vandermeer
★★★★★
Nobody warned me how fast the first week would go. I was handed the migration project on a Thursday, expected a rough month ahead, and by the following Wednesday my team of five was running live invoices through Zoho Books without a single support ticket. That's not something I say lightly. Onboarding at a company our size usually means a parade of consultants and a half-broken spreadsheet-to-system import. This time, the guided setup actually guided. The chart of accounts import was clean, the bank feed connected in minutes, and the in-app walkthroughs covered the exact questions my staff asked before I could answer them.
The features that mattered most to us during that first week, expense categorization and approval workflows, were intuitive enough that I didn't have to write a manual. That was a genuine surprise. Two years in now, I'll admit there's a learning curve on the more advanced tax settings, and the reporting customization can feel a little buried at first. But those are second-month problems, not first-week ones. The onboarding experience set such a strong tone that the team came in genuinely motivated to learn the rest.
If you're in a mid-market finance department evaluating accounting platforms, pay attention to what the first week actually costs you in staff hours and frustration. For us, it was almost nothing. Zoho Books earned a lot of goodwill early, and that goodwill has held up. Customer support response times can be slow when you hit edge-case questions, so I'd flag that. But the core product? It delivers, and it delivered from day one.
