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Average Ratings 4 Ratings

Total
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features
design
support

Description

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Description

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Activepieces No 
Boss Insights No 
Datameer No 
Drivetrain No 
ExpressIRSForms No 
Forescribe No 
Forwardly No 
HubSpot Customer Platform No 
HubiFi No 
Kosh.ai No 
Metric.ai No 
Pepperi No 
Slack No 
Square POS No 
Square Payments No 
Unified.to No 
Visdum No 
Zoho Billing No 
iQuote Xpress No 

Integrations

Activepieces Yes 
Boss Insights Yes 
Datameer Yes 
Drivetrain Yes 
ExpressIRSForms Yes 
Forescribe Yes 
Forwardly Yes 
HubSpot Customer Platform Yes 
HubiFi Yes 
Kosh.ai Yes 
Metric.ai Yes 
Pepperi Yes 
Slack Yes 
Square POS Yes 
Square Payments Yes 
Unified.to Yes 
Visdum Yes 
Zoho Billing Yes 
iQuote Xpress Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10.00/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Deltek

Founded

1989

Country

United States

Website

www.deltek.com/en/products/project-erp/vision

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/us/books

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management No 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management No 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control No 
Time Tracking Yes 
Workflow Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Payroll

401(k) Tracking No 
Attendance Management No 
Benefits Management No 
Check Printing No 
Compensation Management No 
Deductions Management No 
Direct Deposit No 
Multi-Country No 
Multi-State No 
Reporting/Analytics Yes 
Self Service Portal No 
Tax Compliance No 
Vacation / Leave Tracking No 
W-2 and 1099 Preparation No 
Wage Garnishment No 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop No 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

GST

GST Accounting Yes 
GST Billing & Invoicing Yes 
GST Compliance No 
GST Inventory Management No 
GST Reporting No 
GST Tax Credits No 
GST Tax Filing Yes 

School Accounting

Accounts Payable Yes 
Attendance Management No 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Class Loading No 
Fixed Asset Management No 
For Private Schools Yes 
Fund Accounting No 
General Ledger No 
K-12 Yes 
Payroll Management No 
Purchasing No 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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