ZipBooks

Unclaimed

By Phlo, Inc. (d/b/a ZipBooks)

ZipBooks is a web-based accounting and invoicing application for small businesses, combining invoicing and estimates, payment collection, bank-connected bookkeeping, expense and receipt tracking, reporting and light time tracking in one workspace.

What it does
  • ZipBooks is a web-based accounting and invoicing application for small businesses, combining invoicing and estimates, payment collection, bank-connected bookkeeping, expense and receipt tracking, reporting and light time tracking in one workspace.
More detail
  • It is positioned by its maker as a simpler QuickBooks alternative.
Best for
  • Freelancers, contractors, agencies and very small businesses that want invoicing, bank-connected bookkeeping and basic reporting in one simple tool, and bookkeeping or accounting firms serving those clients.
Pricing
  • Subscription plans are listed as Starter (free), Smarter (shown as 15) and Sophisticated (shown as 35)
More detail
  • the currency is not stated on the pricing page.
  • Starter covers unlimited invoices, vendors and customers, Square/PayPal payments, basic reports and one bank account.
  • Smarter adds recurring auto-bi
Main limitation
  • Businesses needing advanced accounting depth, complex multi-entity workflows or reliably fast support, and anyone expecting the free tier to work as a full standalone accounting platform.
Record
Living and monitored
Reviewed
Evidence
Public web research

Capabilities

A practical view of what is available and where limitations apply.

OfferingAvailableDetail
Invoicing and estimates YesCustom invoices, quotes and estimates with taxes, discounts, PDF export and custom payment terms; multi-currency invoicing listed.
Recurring billing and reminders YesAuto-send recurring invoices, auto-bill customers and automated payment reminders; listed from the Smarter plan.
Online payment acceptance YesAccept payment by Square or PayPal; card data is handled by those processors, not ZipBooks.
Bank connections and reconciliation YesConnect bank and credit card accounts to pull transactions daily; one account on Starter, multiple on Smarter, reconciliation tools on Sophisticated.
Automated transaction categorization YesPersonalized machine-learning categorization plus custom chart-of-accounts categories, per the pricing page.
Financial reporting YesIncome statement, balance sheet, cash/accrual switching, tag-based custom reports, PDF/CSV export and click-through to transactions.
Time tracking and project billing YesLive or manual time entries, fixed or hourly rates, and time pulled into invoices; available from the Smarter plan.
Expense and receipt tracking YesAdd expenses and other transactions and store and track receipts.
Named third-party integrations LimitedOfficially named: Square and PayPal for payments, Gusto as small-business software integration; Stripe and WePay appear in the security page's tokenization list. No broad integration marketplace is evidenced.
Two-factor authentication LimitedOptional 2FA is not self-serve; it is enabled on request via help@zipbooks.com or support chat, per the security page.

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Last reviewed
Primary source
zipbooks.com
Technical profile details
Record ID225b9af9-0b0a-4775-9468-b7bb3c9e48ebCanonical URLhttps://profiles.scribble.network/listing/zipbooks-225b9af9