Compare Zoho Books vs Planio vs InvoiceSherpa

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83%
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80%
60%
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Crozscore:

75%
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Zoho Books screenshot view 5 more Planio screenshot view 2 more InvoiceSherpa screenshot view 4 more

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.

Software Description:

Perfect for Software Teams

Software development teams use Planio for issue and bug tracking, agile workflows and handling customer requests.

Planio is a cloud-based project management suite. It includes issue tracking, Gantt charts, Kanban boards, a help desk, team chat and repository hosting.

Data Protection and Independence

Planio is built on open-source Redmine. That means you retain data independence, rather than being locked into one vendor. Your data is hosted on Planio-owned servers in Germany subject to world-leading data protection regulations.

We offer a free data migration carried out by our engineers for all paid plans to get you started quickly. Phone and email support is also included on all paid plans.

Thousands of Businesses Use Planio

Today, over 40,000 people in thousands of organizations in 98 different countries use Planio to work together effectively.

Software Description:

Get paid faster by automating your accounting processes. InvoiceSherpa's advanced invoice reminder and collection software automatically chases late invoices and integrates quickly with all major accounting software platforms. InvoiceSherpa is packed full of management features to automate your accounts receivable, which speeds up your cash flow cycle so you can improve your bottom line, business performance and customer satisfaction.

Features:

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

Features:

  • External Integrations
  • Multi-User
  • Notifications
  • Data Import
  • API
  • Data Export
  • Calendar Management
  • Scheduling
  • Dashboard
  • Data Visualization
  • Video Courses
  • Personal Learning
  • Corporate/Business
  • Employee Training
  • Gamification

Features:

  • Accounts Receivable

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

Summary:

  • Issue Tracking

  • Project Management

  • Version Control

  • Help Desk

  • Wikis

  • Chat

Summary:

  • Automate your account receivables.

  • Increase your cashflow.

  • Industry leading A/R platform with world-class integrated payments.

  • Custom scheduled reminders via email and SMS

  • Credit card auto-updating

Pricing:

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

Silver

$19.00
5 user(s) / month
Included in plan:
  • 3 Projects
  • 2 GB Storage

Gold

$39.00
10 user(s) / month
Included in plan:
  • 7 Projects
  • 15 GB Storage

Diamond

$59.00
20 user(s) / month
Included in plan:
  • 15 Projects
  • 30 GB Storage

Platinum

$99.00
45 user(s) / month
Included in plan:
  • 40 Projects
  • 50 GB Storage

Sole Proprietor

$49.00
1 server(s) / month
Included in plan:
  • 100 invoices
  • Custom scripting & scheduling
  • Payment & accounting software integration Start my 30-day free trial

Small Business

$99.00
1 server(s) / month
Included in plan:
  • 500 invoices
  • Custom scripting & scheduling
  • Payment & accounting software integration Start my 30-day free trial

Enterprise

$199.00
1 server(s) / month

FAQs:

    No FAQs associated with this application.

FAQs:

    What platforms does this service support? (e.g. native mobile apps)
  • Planio is a web-based platform with iOS and Android mobile apps.

  • What is this service generally used for?
  • Software development teams use Planio for issue and bug tracking, agile workflows, version control and responding to customers via the help desk.

  • Who are the main user groups of this service?
  • Software development teams use Planio to work internally or with clients.

  • Does this service integrate with any other apps?
  • Planio provides integrations with Bitbucket, Github, most chat services and more.

  • Does this service offer an API?
  • Planio has a a well documented REST api.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
142k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.75k
Followers:

Publisher:

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

Other:

Who uses Zoho Books
  • Personal
  • 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
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

Other:

Who uses Planio
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bulgarian, Hebrew, English, German, French, Japanese, Spanish, Chinese, Czech, Persian, Greek, Danish, Estonian, Hungarian, Italian, Korean, Dutch, Norwegian, Portuguese, Catalan, Lithuanian, Polish, Romanian, Russian, Serbian, Slovak, Slovenian, Swedish, Thai, Turkish, Ukrainian, Vietnamese
Regional Restrictions:
No restrictions.

Other:

Who uses InvoiceSherpa
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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