Compare Tagetik vs Webgility vs Zoho Books

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Crozscore:

80%
what is this?
80%
36%
no significant changes

Crozscore:

80%
what is this?
40%
interest rising

Crozscore:

87%
what is this?
83%
65%
interest rising
Tagetik screenshot view 5 more Webgility screenshot view 3 more Zoho Books screenshot view 5 more

Software Description:

Tagetik is a comprehensive accounting platform that helps professionals optimize financial performance management. It is generally used by finance control professionals in mid-sized and large enterprises, regardless of the industry. Users mainly trust this service for lowering Total Cost of Ownership (TCO).

Capabilities of this software include budgeting and planning, modeling and forecasting, consolidation, management reporting, disclosure management, analytics, and reporting. When it comes to deployment, it can be either on-premise or cloud-based.

Tagetik offers sheet-based enterprise budgeting software that gives its users full flexibility and workflow consistency. It streamlines the process financial planning and provides better data quality, more reliable data, and more transparency. Also, financial and operational planners can collaborate on reviewing and making management reports, which significantly simplifies the process.

Software Description:

Key Features and Benefits

  1. Run your whole ecommerce business from a single app
    Webgility automate your bookkeeping and sync your business data—including inventory, order management, and shipping—to your QuickBooks. All within one simple app.

  2. Automate your accounting—and ditch the busywork
    Webgility easily and automatically post all of your sales directly into QuickBooks Desktop, knowing it’s timely, accurate, organized, and tax compliant. Create sales receipts or invoices, record expenses and fees, and fully reconcile—error-free.

  3. Manage orders—and improve customer satisfaction
    Webgility process orders faster. Easily search, sort, filter, import, and export multichannel orders. Manage cancellations and process and track returns and refunds. Automatically create purchase orders for out-of-stock items.

  4. Ship faster for less
    Webgility automatically connect orders to shipping carriers (FedEx, UPS, USPS) for instant rate comparison. Simply click to print shipping labels and pick lists, validate addresses, track shipments, and notify customers.

  5. Never oversell with accurate multichannel inventory
    Webgility instantly sync and update price and quantity between all sales channels and QuickBooks. Keep track of what products you have listed on what sales channel, what’s selling for what price, and when you need to order more.

  6. Gain valuable insights with powerful analytics
    Learn actionable intelligence based on data insights to run your business with strategy instead of guesswork. See all channels, expenses, inventory, financial, and customer analytics to optimize operations and increase revenue.

  7. Accounting Integration
    What does “management made easy” mean to you? To us it means workflow automation—a solution that anticipates your multichannel ecommerce business needs and the expectations of your customers. Simply defined: It takes care of the minutia, so you don’t have to. What’s more, it allows you to customize business rules so things run your way, not ours—or anyone else’s. Webgility automates and coordinates virtually every ecommerce process to both streamline operations and eliminate error in the areas of order and inventory control, order management, accounting, and shipping.

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:

  • Scheduling
  • SAP Integration
  • Multi-Currency
  • Notifications
  • P&L
  • Data Export
  • Data Import
  • CRM Integration
  • External Integrations
  • Accounts Receivable
  • Accounts Payable
  • Budgeting
  • General Account Ledger
  • Balance Sheet
  • Dashboard
  • Forecasting
  • Data Visualization

Features:

  • Marketing Automation
  • Order management
  • Analytics
  • Forecasting
  • Expense Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Inventory Tracking
  • Tax Management

Features:

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

Summary:

  • Build, create, share, and publish analytic dashboards

  • Collaborative disclosure reporting such as board books, etc.

  • Create “what if” insights on cash flow, profitability,etc.

  • Create, share, access, and distribute real-time reports

  • Data visualizations include dynamic charts, heat, and geo-maps

  • Embedded business and financial intelligence features

  • Full-featured cash flow modeling and forecasting capabilities

  • Generate rolling budget performance forecasts within clicks

  • Manage workflow actions and deadline tasks by assigned user

  • Performance management designed for the office of finance

Summary:

    No key features associated with this application.

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:

    Who are the main user groups of this service?
  • Main users of Tagetik are companies with over $300M in annual sales or 500+ employees in all vertical markets.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with Microsoft Office and SAP.

  • What is this service generally used for?
  • This service is generally used for budgeting and financial performance management.

  • Does this service offer an API?
  • No.

  • What platforms does this service support?
  • Tagetik can be deployed on-premise or in the cloud.

  • Does this service integrate with any other apps?
  • Integrations: Microsoft Office 365, Microsoft Power BI, Qlik Sense, SAP HANA Cloud Platform.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Email Support, Phone Support.

FAQs:

    Does this service offer an API?
  • No.

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

  • Who are the main user groups of this service?
    • Small Level Businesses
    • Middle Level Businesses
  • Does this service offer guides, tutorials and or customer support?
  • Yes.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Lucca
Employees:
201-500
Likes:
Followers:

Publisher:

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

Publisher:

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

Other:

Who uses Tagetik
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Webgility
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
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:
Japanese, French, Spanish, Swedish, Chinese, English, Italian, 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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