Joel Hartfield
Controller · 201-1000
1 review written · 2.0 average
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Reviews by Joel Hartfield
★★★★★
Scaling this across a growing finance department has been the real test, and Zoho Books has struggled to pass it. A year in, and I'm still hitting friction every time I try to onboard another staff accountant. User roles are rigid in ways that don't map to how a mid-market team actually works. Getting someone the right permissions without exposing things they shouldn't see takes more trial and error than it should. Customer support has been slow on the more complex tickets, which stings when you're mid-close and need answers fast.
That said, I'll be fair. The invoicing module is clean, the bank reconciliation flow is better than the spreadsheet chaos we had before, and the price point made it easy to get budget approval. But those wins don't fully offset the growing pains. If your team is still small, you'll probably be fine. Push past a certain headcount and the cracks start to show.
