Zoho Books Reviews & Ratings

Zoho Books

4.2 out of 5 stars
Company Website for Epicor Financials

Ratings and Reviews 4 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Zoho Books?

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

What is Epicor Financials?

Epicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.

Media

Media

Integrations Supported

2Checkout
Akita
Axis LMS
Boss Insights
CloudPayroll
DataFisher
Forescribe
IntegriBill
Metric.ai
Nango
Nekton.ai
Payment Rails
Pepperi
Square POS
Workplate
Zoho Commerce
Zoho Desk
Zoho Payroll
iQuote Xpress

Integrations Supported

Epicor CRM

API Availability

API Availability

Has API

Pricing Information

$10.00/month
Free Trial Offered?

Pricing Information

$13/user monthly (SaaS)
Pricing depends on total users

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/us/books

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
General Ledger
Government
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator

Financial Reporting

Not specified

General Ledger

Not specified

GST

GST Accounting
GST Billing & Invoicing
GST Tax Filing

Law Firm Accounting

Not specified

Medical Accounting

Not specified

Project Accounting

Not specified

Reconciliation

Not specified

Restaurant Accounting

Not specified

School Accounting

Accounts Payable
Billing & Invoicing
For Private Schools
K-12

Trucking Accounting

Not specified

Trust Accounting

Accrual Accounting

Categories and Features

Accounting

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

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Analytics

Not specified

Financial Close

Not specified

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition
Tax Management

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

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

General Ledger

Not specified

Project Accounting

Not specified

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