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About Docyt

Experience AI bookkeeping with Docyt, saving 3,000 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue recoinciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.

About FreshBooks

FreshBooks is a cloud-based accounting software service that is expressly designed for SME's and startup businesses and services. You can send invoices to clients and get paid for your time and expertise.FreshBooks deals with invoices and accounting documents of all kinds - and is completely flexible in terms of approach.

About Zoho Books

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Summary

    No key features associated with this application.

Summary

  • Get Paid Faster

  • Save Time Billing

  • Grow Your Business

Summary

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Pricing

Lite

$15.00
1 user(s) / month
Included in plan:
  • Send unlimited invoices to up to 5 clients
  • Track unlimited expenses
  • Send unlimited estimates
  • Get paid with credit cards and bank transfers
  • Track sales tax & see reports
  • Access anywhere on iOS and Android

Plus

$30.00
1 user(s) / month
Included in plan:
  • Everything including in Lite plan +
  • Send unlimited invoices to up to 50 clients
  • Automatically track expenses
  • Send unlimited estimates and proposals
  • Set up recurring billing and client retainers
  • Double-entry accounting reports
  • Invite your accountant
  • Mobile mileage tracking

Premium

$55.00
1 user(s) / month
Included in plan:
  • Everything included in Lite and Plus plans +
  • Send unlimited invoices to an unlimited amount of clients
  • Track Bills, Bill Payments & Vendors with Accounts Payable
  • Track project profitability
  • Customize email templates with dynamic fields
  • Customize email signatures
  • Get paid with checkout links
  • Run financial and accounting reports
  • Automatically send late payment reminders and bill late fees

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • Standard: $10/month
    Professional: $20/month
    Premium: $30/month

Free

Free
Included in plan:
  • Online/Offline Payments
  • Automate Payment Reminders
  • Expenses & Mileage Tracking
  • Invoice Customization
  • Multi-lingual Invoicing
  • Support: Email

Standard

$10.00
3 user(s) / month
Included in plan:
  • Everything in Free +
  • Recurring Expenses
  • Track Project Expenses and Invoice
  • Bulk Updates
  • Transaction Locking
  • Reporting Tags
  • Support: Email, Voice and Chat

Professional

$20.00
5 user(s) / month
Included in plan:
  • Everything in Standard +
  • Sales Approval
  • Bills
  • Multi-currency Handling
  • Price Lists
  • Time tracking and billing
  • Project Profitability
  • Support: Email, Voice, Chat

Premium

$30.00
10 user(s) / month
Included in plan:
  • Everything in Professional +
  • Branches
  • Vendor Portal
  • Budgeting
  • Custom Functions
  • Webhooks
  • Support: Email, Chat and Support

FAQs

    Who are the main user groups of this service?
  • CPAs, Accountants, Bookkeepers, Financial Consultants, Businesses with one or multiple locations

  • Does this service offer an API?
  • Yes, we have open APIs that can be configured upon request, but a further conversation is necessary.

  • What platforms does this service support?
  • QuickBooks Online and QuickBooks Desktop

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks

  • What is this service generally used for?
  • Accounting, Bookkeeping, Accounts Payable, Accounts Receivable, Bank Reconciliation, Billing & Invoicing, Expense Tracking, Purchase Orders, Revenue Recognition, Spend Management.

  • Does this service integrate with any other apps?
  • Amazon, CAKE, Deputy, Dwolla, Google, Gusto, HotelKey, NetSuite, onQ, Oracle Hospitality Suite8, Plaid, QuickBooks, SkyTouch Hotel OS, Stripe, Toast, Visual Matrix PMS, Xero, and Zoho CRM

FAQs

    No FAQs associated with this application.

FAQs

    Who are the main user groups of this service?
  • Micro and small-sized businesses
    Medium-sized businesses

  • What is this service generally used for?
  • Zoho Books is used by growing businesses to handle end-to-end accounting. From invoicing to inventory management to payment tracking to banking and reconciliation, Zoho Books helps businesses manage their business finance and helps in automating mundane tasks.

  • What platforms does this service support?
  • Webapp, iOS, Windows, Android

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We have a comprehensive set of FAQs and help documents listed on our website. We also offer tutorial and product walkthrough videos that you can find on our YouTube channel.

  • Does this service integrate with any other apps?
  • Yes. Zoho Books integrates seamlessly with Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Subscriptions, and Zoho Projects. It also integrates with payment gateways like Stripe, Paypal, 2Checkout, and other business solutions like Slack, Zapier, Google, and Microsoft suite.

  • What are some applications this service is commonly used in tandem with?
  • Zoho CRM, Zoho Inventory, Zoho Projects, Zapier, Twilio

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2003
Based in:
Toronto
Employees:
201-500
Likes:
Followers:
30.3k

Vendor Information

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
6.31k

Other

Who uses Docyt
  • SMEs
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States

Other

Who uses FreshBooks
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Zoho Books
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese, Hindi
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada, India, Australia. We also have a global edition for rest of the world.
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