ZipBooks
ZipBooks is a cloud-based accounting and invoicing SaaS platform founded in 2015, serving small businesses, freelancers, and micro-businesses in the United States with a freemium, product-led growth model and a paid tier near $8 per user per month.
- Company typePrivate
- Founded2015
- HeadquartersAmerican Fork, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ZipBooks does
ZipBooks is a cloud-based SaaS accounting platform founded in 2015 and headquartered in American Fork, Utah, targeting small businesses, freelancers, micro-businesses, and small teams that find incumbent accounting software too complex or expensive. The product unifies core bookkeeping (reconciliation, auto-categorization, financial reports) with billing/invoicing (one-time and recurring invoices, credit card and PayPal acceptance, automated payment reminders), expense management, and an Intelligence module that delivers predictive analytics and competitive benchmarking derived from aggregated transaction data.
Under the hood, the platform connects to bank accounts and credit cards for daily transaction pulls, applies automated categorization, and exposes tagged reporting (customer, project, location) plus time tracking and team permissioning. Native iOS/Android applications and a Chrome Web Store listing extend the surface area beyond the browser-based app at app.zipbooks.com and zipbooks.com. The architecture is standard multi-tenant SaaS with no public API or SDK disclosed.
Commercially, ZipBooks runs a product-led growth model: a free tier handles basic accounting and invoicing while paid plans start at approximately $8 per user per month on annual billing, unlocking advanced intelligence, team management, and priority support. The company has raised a disclosed $2 million from Album VC (lead), Element Ventures, Liquid 2 Ventures, and Pelion Venture Partners, and operates with a headcount of 11–50. Distribution is self-serve, supported by content marketing, organic social, customer testimonials, and SEO positioning as a 'QuickBooks alternative.' Geographic scope is principally the United States, with global self-serve availability.
ZipBooks firmographics
Firmographics- Name
- ZipBooks
- Legal name
- ZipBooks
- Website
- https://zipbooks.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ZipBooks is a cloud-based accounting and invoicing SaaS platform founded in 2015, serving small businesses, freelancers, and micro-businesses in the United States with a freemium, product-led growth model and a paid tier near $8 per user per month.
- Ownership category
- akta.pro rank
ZipBooks industry classification
Industry- Product category
- Small Business Accounting Software
- akta.pro primary industry
- Credit Education, Monitoring & Consumer Credit Management Tools (FSAKAKAJ)
- akta.pro secondary industry
- Embedded Lending & Credit (POS, Working Capital, Credit Lines) (FSAGALAD)
Keywords
Where ZipBooks is headquartered
LocationHeadquarters
- HQ city
- American Fork
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ZipBooks business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: ZipBooks operates a freemium model with free basic tier and paid subscription tiers. The comparison article notes pricing starts at approximately $8 per user monthly billed annually for paid tiers, providing access to advanced features beyond the free offering.
- Premium Subscription: Paid subscription tiers unlock advanced features including enhanced reporting, team management capabilities, and additional integrations beyond the free tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier with basic accounting, invoicing, and expense tracking |
| Subscription | Annual | Paid tiers starting at approximately $8 per user monthly |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
ZipBooks product offering
Product offeringCore offering
ZipBooks sells a cloud-based SaaS accounting platform for small businesses, freelancers, and accountants that combines bookkeeping, invoicing and billing, expense management, and a data-driven intelligence module. Customers connect bank accounts and credit cards to automate reconciliation, send professional invoices with online payment acceptance, categorize expenses, and benchmark performance against competitors using predictive insights.
Product overview
ZipBooks is a unified small business accounting platform that combines core accounting, billing, expense management, and intelligence modules. The platform integrates invoicing and billing capabilities with accounting features like reconciliation and reporting, enhanced by an Intelligence module that provides predictive insights based on aggregated data. Additional features including Bank Connect for account syncing, Time Tracking for project billing, Smart Tagging for transaction categorization, Team Management for multi-user access, and Mobile Accounting for on-the-go use extend the core functionality.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Complete accounting module providing dead-simple reconciliation, a full suite of financial reports, auto-categorization of transactions, and intuitive color-coding for bookkeeping and financial tracking. Built for small businesses, freelancers, and accountants seeking simplified bookkeeping.
- Billing One-time and recurring billing software that enables businesses to send professional invoices, accept credit cards and PayPal, and automate collections through auto-billing and automated payment reminders. Designed for small businesses and freelancers needing fast payment collection.
- Expense Management Smart and automated expense tracking module with receipt storage and expense categorization capabilities. Helps small businesses and freelancers record and organize business expenses in real time.
- Intelligence Smart insights and reports module providing data-driven intelligence to help retain profitable customers, accelerate payments, and benchmark business performance against competitors using aggregated transaction data points.
Quantifiable outcome
- Users spend 15% less time on mundane bookkeeping tasks
- +1 more outcomes
Companies that use ZipBooks
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
ZipBooks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature6 records
ZipBooks partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
ZipBooks competitors and assessment
Company assessmentBroad incumbents
- QuickBooks (Intuit): The dominant SMB/micro-business accounting platform in the U.S., offering invoicing, expense, and bookkeeping. ZipBooks explicitly positions itself as a 'free QuickBooks alternative,' making Intuit its primary competitive anchor.
- Xero: Global cloud accounting platform for small and mid-market businesses offering invoicing, bank reconciliation, and a wide app marketplace — a broader incumbent competing for the same SMB wallet.
- Sage: Established global accounting and payroll software suite with SMB-tier products (Sage Business Cloud Accounting). Competes with ZipBooks for small-business bookkeeping and invoicing buyers.
- NetSuite (Oracle): Oracle's cloud ERP and accounting suite for small-to-mid businesses; not a head-to-head PLG competitor but represents the upgrade destination ZipBooks customers migrate toward as they grow.
Direct peers
- Wave Financial: Wave offers free and low-cost accounting, invoicing, and payments for freelancers and small businesses — essentially the closest direct competitor to ZipBooks on price, target customer, and PLG model.
- FreshBooks: Cloud accounting and invoicing platform tailored to service-based SMBs and freelancers, overlapping ZipBooks on invoicing, expense tracking, and time-tracking-billed workflows.
- Pilot: Pilot provides bookkeeping and accounting services paired with software for small businesses — overlapping with ZipBooks' customer base and SMB bookkeeping workflow, though more service-led.
- Bench: Bench offers SMB bookkeeping with a combination of software and dedicated bookkeepers, targeting the same small-business and freelancer segment as ZipBooks.
Emerging players
- Akaunting: Free/open-source cloud accounting for small businesses; an emerging PLG-style competitor with overlapping invoicing/expense functionality targeting freelancers and small businesses globally.
- Hurdlr: Income and expense tracking app tailored to freelancers and self-employed users with invoicing and mileage features — a niche but adjacent competitor for ZipBooks' freelancer segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
ZipBooks social profiles
Digital presenceZipBooks financial estimates
Financial estimateRevenue estimate
Valuation estimate
ZipBooks leadership team
Management profileNumber of profiles
ZipBooks funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ZipBooks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ZipBooks
What does ZipBooks do?
ZipBooks sells a cloud-based SaaS accounting platform for small businesses, freelancers, and accountants that combines bookkeeping, invoicing and billing, expense management, and a data-driven intelligence module. Customers connect bank accounts and credit cards to automate reconciliation, send professional invoices with online payment acceptance, categorize expenses, and benchmark performance against competitors using predictive insights.
Is ZipBooks a public or private company?
ZipBooks is a private company. It is classified as venture growth investor backed and is currently operating.
When was ZipBooks founded?
ZipBooks was founded in 2015. It employs 11 to 50 people.
Where is ZipBooks based?
ZipBooks is headquartered in American Fork, United States, in the North America region.
How does ZipBooks make money?
Two revenue lines are on record. Subscription Plans are the primary driver. The others are premium Subscription.
Who are ZipBooks's main competitors?
Broad incumbents on record are QuickBooks (Intuit), Xero, Sage and NetSuite (Oracle). Direct peers are Wave Financial, FreshBooks, Pilot and Bench. Emerging players are Akaunting and Hurdlr.
Does ZipBooks have an API?
No public API is recorded for ZipBooks.
What industry is ZipBooks in?
ZipBooks's product category is Small Business Accounting Software. Its primary akta.pro industry code is FSAKAKAJ, Credit Education, Monitoring & Consumer Credit Management Tools, with a secondary code of FSAGALAD, Embedded Lending & Credit (POS, Working Capital, Credit Lines).