Compare FinancialForce vs FreeAgent vs Zoho Books

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Crozscore:

92%
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94%
44%
interest rising

Crozscore:

80%
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61%
47%
interest rising

Crozscore:

87%
what is this?
83%
65%
interest rising
FinancialForce screenshot view 2 more FreeAgent screenshot view 1 more Zoho Books screenshot view 5 more

Software Description:

FinancialForce offers numerous useful services on our centralized cloud-based accounting platform including:

General Ledger:

  • FinancialForce simplifies your company's general ledger by offering a flexible, multidimensional chart of accounts.
  • This enables you to quickly handle previously time-consuming multi-currency and multi-company transactions.

Financial Reporting:

  • FinancialForce gives you the option to use either standard templates or customize your own templates suited to your specific needs.
  • You also have the flexibility to access your profit and loss (P&L) statements at any time and on any device.

Accounts Payable:

  • FinancialForce provides a centralized platform where you can automatically calculate due dates and settlement discounts.
  • Our document templates and electronic invoice features also streamline the invoice to pay timeline.

Accounts Receiveable:

  • This function allows you to effortlessly create invoices from Salesforce opportunities.
  • You will also have access to a clear overview of customer orders, invoices, and payments, among other areas.

Cash Management:

  • FinancialForce helps you to optimize your cash flow by helping you set up multiple bank accounts in various currencies.
  • You can also easily manage your assets by clearly recording one-off payments and refunds to/from vendors.

Software Description:

More than 40,000 small businesses and freelancers are discovering an easy way to manage their books and invoicing. Say hello to FreeAgent.

FreeAgent is an award-winning online accounting system specifically designed to meet the needs of small businesses and freelancers. FreeAgent puts you in control by taking the jargon out of accounting and giving you real-time visibility of how your business is performing.

FreeAgent lets you manage your expenses and invoices, automatically chase payments, import bank statements and explain transactions and submit estimates/proposals. Any changes you make automatically update your accounts, giving you complete visibility of your income and expenses and showing your real-time profit position.

Software Description:

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:

  • Dashboard
  • Payroll
  • P&L
  • Billing/Invoicing
  • Contact Management
  • Expense Tracking
  • Data Import
  • Data Visualization
  • Balance Sheet
  • External Integrations
  • Accounts Payable

Features:

  • Balance Sheet
  • Billing/Invoicing
  • Dashboard
  • Expense Tracking
  • Forecasting
  • Multi-Currency
  • Payment Processor
  • Payroll
  • Project Management
  • Timesheets
  • Customer Management
  • History/Version Control
  • Notifications
  • Accounts Receivable
  • General Account Ledger
  • Tax Management

Features:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Summary:

  • Streamlined invoice-to-pay process

  • Real-time financial analysis and modelling

  • Seamless opportunity to cash cycle

Summary:

  • Create beautiful, customisable invoices straight from your FreeAgent account, add payment links and set up automated invoice reminders and thank you notes.

  • Automated bank feeds import your transactions daily and you can explain 'money in' and 'money out' in an intuitive interface. FreeAgent then builds up your real-time accounts for your company and gives you a live view of your business cash flow.

  • Effortless expense and time tracking

  • Send beautiful estimates and proposals

  • FreeAgent's Dashboard brings together your invoices, expenses, bank accounts and more, helping you keep your business on the right trajectory.

  • Clear project profitability so you can keep an eye on project income and expenses.

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:

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

FAQs:

    What is this service generally used for?
  • FinancialForce is intended to be used as an integrated accounting software platform, offering services from financial reporting and general ledger to cash management and accounts payable.

  • Who are the main user groups of this service?
  • FinancialForce has a broad user-base ranging from individuals to large multinational corporations.

  • Does this service integrate with any other apps?
  • FinancialForce seamlessly integrates with Salesforce.

  • Does this service offer guides, tutorials and or customer support?
  • We offer comprehensive guides and tutorials on how to use FinancialForce and also have a dedicated customer support team ready to answer any questions you may have about how to use FinancialForce.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
501-1000
Likes:
Followers:

Publisher:

Founded:
2007
Based in:
Edinburgh
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
172k
Followers:

Other:

Who uses FinancialForce
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

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