Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Effective business operations hinge on precision and adaptability. With our top-tier data capture capabilities, your uploaded information aligns seamlessly with your physical documents. You can scan files, take photos with your mobile device, or upload from your computer to your NeatFiles account, allowing you to access your financial documents from any location at any time. Tailor the organization of your digital files to suit your preferences and eliminate the chaos of overwhelming paper piles. Enjoy the convenience of keyword searching and filtering documents instantly. Neat prioritizes the safety of your information and documents, employing bank-grade security and encryption measures. Elevate your customer service experience by facilitating credit/debit card transactions and bank transfers. Create personalized invoices in just minutes, ensuring secure payments through Neat’s esteemed partner, WePay (a division of Chase). You can easily enable or disable this feature without losing access to previous invoices. Additionally, we prefer human interaction over automated responses, except for our friendly chatbot on the website, which efficiently connects you to a real person when needed. This way, you experience a seamless blend of technology and personal touch in all your transactions.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Campaign Monitor
Constant Contact
5X
Aritic PinPoint
CoRover.ai
Data Sentinel
Integry
MLM Soft
Payment Rails
Pemo
QueueBuster
RegFox
ScoreDetect
Shuup
Stackreaction
StarfishETL
WinWeb
Wingspan
Zendesk Chat
Zoho RPA

Integrations

Campaign Monitor
Constant Contact
5X
Aritic PinPoint
CoRover.ai
Data Sentinel
Integry
MLM Soft
Payment Rails
Pemo
QueueBuster
RegFox
ScoreDetect
Shuup
Stackreaction
StarfishETL
WinWeb
Wingspan
Zendesk Chat
Zoho RPA

Pricing Details

$25 per month
Free Trial
Free Version

Pricing Details

$10.00/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Neat

Founded

2002

Country

United States

Website

www.neat.com/neatfiles/

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/us/books

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

GST

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Alternatives

Scanner App Reviews

Scanner App

BPMobile

Alternatives

Handy Invoice Reviews

Handy Invoice

Digicraft Software
Playbook Reviews

Playbook

Playbook.com
Digital Purchase Order Reviews

Digital Purchase Order

LeBog Software GmbH
AccountEdge Reviews

AccountEdge

Priority Software US