Compare Shoeboxed vs FinancialForce vs Zoho Books

More Information More Information More Information

Crozscore:

81%
what is this?
100%
47%
no significant changes

Crozscore:

90%
what is this?
91%
44%
no significant changes

Crozscore:

85%
what is this?
76%
65%
no significant changes
Shoeboxed screenshot FinancialForce screenshot view 2 more Zoho Books screenshot view 5 more

Software Description:

With over 1,000,000 accounts in 100 countries, Shoeboxed is the world’s premier solution for staying organized year-round without any of the headache that goes with it.

How it Works:

Simply send Shoeboxed your receipts, business cards, bills and other documents and everything will be carefully sorted and scanned into a secure online account. All of the organized data, including an IRS-accepted image of each document, is then human-verified, categorized, accessible from anywhere and ready for export into dozens of powerful tools.

Benefits:

  • No more scanning or data entry – You’ll never waste another minute in front of a scanner or in an Excel spreadsheet.
  • Maximize every reimbursement – Whether it’s a business trip or federal tax filing, every receipt is always at your fingertips.
  • Submit from anywhere – Send documents in the mail, with your phone, via e-mail or right from your scanner or web browser.
  • Export everywhere – Export to QuickBooks, Wave, Xero, Outright, Evernote, Excel and many more…
  • Your data is safe and secure – Shoeboxed uses 256-bit SSL security, the same as major US banks.

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:

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
  • Tax Management
  • Data Export
  • Expense Tracking
  • Data Import
  • Notifications

Features:

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

Features:

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

Summary:

    No key features associated with this application.

Summary:

  • Streamlined invoice-to-pay process

  • Real-time financial analysis and modelling

  • Seamless opportunity to cash cycle

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

DIY

Free
Included in plan:
  • 5 Scanned Documents/Month
  • Unlimited Cloud Storage for your Documents
  • Searchable Document Archive

Lite

$15.00
1 user(s) / month
Included in plan:
  • 50 Scanned Documents/Month
  • 3-5 Day Mail Turnaround
  • Digital & Paper Receipt Processing

Classic

$39.00
1 user(s) / month
Included in plan:
  • 150 Scanned Documents/Month
  • Quickbooks Integration
  • 2-3 Day Mail Turnaround
  • Docs Returned

Business

$69.00
3 user(s) / month
Included in plan:
  • 500 Scanned Documents/Month
  • Quickbooks Integration
  • Faster Mail-in Turnaround
  • Docs Returned

Pricing:

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

FAQs:

    Does this service integrate with any other apps?
  • Quickbooks, Xero, Evernote.

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • Quickbooks, Xero, Evernote.

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

  • Who are the main user groups of this service?
  • Freelancers, entrepreneurs, small & medium businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, dedicated customer service available via chat and phone.

  • What is this service generally used for?
  • Receipt/expense management, tax deductions, accounting.

  • What platforms does this service support?
  • Mac, Windows, iPhone, Android.

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.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
43.2k

Other:

Who uses Shoeboxed
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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:

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