Gain complete visibility into your finances, automate routine accounting tasks, and stay compliant with HMRC, all with one platform
built for educational institutions.

Create and send invoices for tuition fees, course fees and activity charges. Set up recurring invoices for ongoing billing, accept online payments and automate payment reminders to avoid manual follow-ups.

Manage staff expenses and mileage with receipt capture and automated reimbursement calculations, making it easier to process claims across your institution.

Set up budget headings that mirror your institution - term budgets, departmental cost centres, restricted grant allocations. Track actuals in real time and generate variance reports for governors or trustees in minutes.

Import bank transactions automatically through secure bank feeds and reconcile them with your books. Create rules to categorise recurring transactions, identify discrepancies, and maintain accurate financial records throughout the year.

Zoho Books is HMRC recognised for Making Tax Digital. Submit MTD VAT returns directly to HMRC, maintain digital records, and prepare for MTD for Income Tax, all from within Zoho Books. No bridging software. No spreadsheet exports.






WHAT MORE CAN ZOHO BOOKS OFFER?
Manage multiple programmes with ease by tracking time, project costs, and budgets. Log billable and non-billable hours with timesheets, monitor project profitability, and make informed decisions with real-time project insights.

Enrolling international students, paying overseas suppliers, or running study-abroad programmes - Zoho Books handles multi-currency transactions with automatic exchange rates and clear gain/loss tracking.

Extend Zoho Books with integrations across payments, CRM, and the wider Zoho ecosystem. Browse the marketplace of add-ons built to fit how your institution already works, instead of forcing your processes to fit the software.

P&L statements, balance sheets, budget vs actuals, cash flow — all in real time, all exportable. Share directly with your board, finance committee, or external auditors as they are. No data exports, no separate reporting tool.

Invite your accountant or filing agent to access your organisation at no additional cost. They can review accounts, prepare reports, and file VAT returns directly from Zoho Books without requiring manual exports or file sharing.

At Zoho, we take pride in our perpetual efforts to surpass all expectations in providing security and privacy to our customers in this increasingly connected world.

Yes. Zoho Books is cloud accounting software that covers the financial management needs of UK schools, colleges, tutoring companies, training providers, and multi-academy trusts — MTD compliance, budget tracking, fee invoicing, bank reconciliation, and financial reporting in one platform.
Yes. Zoho Books is HMRC-recognised for MTD for VAT and MTD for Income Tax. Education providers that are VAT-registered can submit returns directly to HMRC from within Zoho Books, with no bridging software required. For those within scope of MTD for Income Tax, Zoho Books supports quarterly updates, making adjustments, reporting allowances and other income sources, and submitting tax returns directly to HMRC.
Yes. Term-based fee invoicing, recurring billing, bank reconciliation, expense tracking, and multi-user access with role-based permissions are all supported. Independent schools, free schools, and academy trusts use Zoho Books alongside Zoho Expense to manage both institutional budgets and departmental spend.
Yes. Every plan, including the free plan lets you invite your accountant or external auditor at no additional cost, with full or restricted access depending on what they need. All activity is logged in the audit trail.
Zoho Books offers a free plan covering invoicing, expense tracking, bank reconciliation, and reporting for one user plus an accountant. Paid plans start from £10 per organisation per month (billed annually). No per-transaction fees, no charge for adding your accountant.