What users are saying about
1 Rating
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Score 8 out of 100
80 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

Clearwater Analytics

If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.
Matt Watford | TrustRadius Reviewer

Zoho Books

The biggest pro is that everyone can easily use Zoho Books. Secondly I would say Zoho Books is the world's best accounting software which is very helpful by helping me in managing money flowing in or flowing outside of our organization. It has played a key role in making our decision making power strong.
Markus Melton | TrustRadius Reviewer

Feature Rating Comparison

Customization

Clearwater Analytics
Zoho Books
5.8
API for custom integration
Clearwater Analytics
Zoho Books
5.8

Security

Clearwater Analytics
Zoho Books
6.8
Single sign-on capability
Clearwater Analytics
Zoho Books
7.6
Role-based user permissions
Clearwater Analytics
Zoho Books
6.0

Reporting & Analytics

Clearwater Analytics
Zoho Books
8.0
Dashboards
Clearwater Analytics
Zoho Books
7.0
Standard reports
Clearwater Analytics
Zoho Books
8.0
Custom reports
Clearwater Analytics
Zoho Books
9.0

General Ledger and Configurable Accounting

Clearwater Analytics
Zoho Books
6.7
Accounts payable
Clearwater Analytics
Zoho Books
7.1
Accounts receivable
Clearwater Analytics
Zoho Books
7.1
Cash management
Clearwater Analytics
Zoho Books
6.5
Bank reconciliation
Clearwater Analytics
Zoho Books
6.5
Expense management
Clearwater Analytics
Zoho Books
6.8
Time tracking
Clearwater Analytics
Zoho Books
6.2
Multi-currency support
Clearwater Analytics
Zoho Books
7.3
Regulations compliance
Clearwater Analytics
Zoho Books
6.2
Self-service portal
Clearwater Analytics
Zoho Books
6.8

Inventory Management

Clearwater Analytics
Zoho Books
6.8
Inventory tracking
Clearwater Analytics
Zoho Books
6.8
Automatic reordering
Clearwater Analytics
Zoho Books
6.7

Order Management

Clearwater Analytics
Zoho Books
6.7
Pricing
Clearwater Analytics
Zoho Books
6.1
Order entry
Clearwater Analytics
Zoho Books
7.0
Credit card processing
Clearwater Analytics
Zoho Books
6.9
Cost of goods sold
Clearwater Analytics
Zoho Books
6.6

Pros

Clearwater Analytics

No answers on this topic

Zoho Books

  • Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
  • The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
  • The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
  • Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
  • The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
Nathan Sichilongo | TrustRadius Reviewer

Cons

Clearwater Analytics

No answers on this topic

Zoho Books

  • When converting to Zoho Books from another accounting software, this seemed a bit difficult but this process is never easy.
  • There are certain restrictions within modules (estimates/sales orders/invoices/payments) that make it difficult to edit transactions. In many ways this is good, but different from what we have experienced with other accounting software solutions.
Anonymous | TrustRadius Reviewer

Usability

Clearwater Analytics

No score
No answers yet
No answers on this topic

Zoho Books

Zoho Books 7.1
Based on 4 answers
Some features lack of depth in its functionalities as they give the impression that they are incomplete or half-way developed, so it is necessary to optimize some features already present in the software so that it can provide maximum performance and provide a real value to the software. It should be noted that there is a steep in the learning curve when using Zoho Books especially if you are a user who comes from using another accounting software, so you will have to get used to its workflow and operation.
Markus Melton | TrustRadius Reviewer

Support Rating

Clearwater Analytics

No score
No answers yet
No answers on this topic

Zoho Books

Zoho Books 5.4
Based on 4 answers
The people are great. They follow the party line when working with us. There is clearly no intent to provide integration to the employee expenseThere is no intent to make the bank reconciliations system work in a manner consistent with US Accounting principles. There is no intent make the payroll system one that can easily cut a paycheck. Which brings up the fact that adjusting the printing on a check is very laborious and you only get close. You cannot get perfect
Mike James | TrustRadius Reviewer

Alternatives Considered

Clearwater Analytics

No answers on this topic

Zoho Books

We had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
Mike Koolwijk | TrustRadius Reviewer

Return on Investment

Clearwater Analytics

No answers on this topic

Zoho Books

  • Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
  • Flexibility makes Zoho Books great!
  • Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
Cedric Haynes | TrustRadius Reviewer

Screenshots

Clearwater Analytics

Pricing Details

Clearwater Analytics

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Clearwater Analytics Editions & Modules

Additional Pricing Details

Zoho Books

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
$15

Zoho Books Editions & Modules

Edition
Standard$151
Professional$401
Premium$601
Free$02
  1. Per Organization/Month, Billed Annually
  2. For businesses with turnover <50K USD per annum
Additional Pricing Details
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.

Rating Summary

Likelihood to Recommend

Clearwater Analytics
8.0
Zoho Books
8.3

Usability

Clearwater Analytics
Zoho Books
7.1

Support Rating

Clearwater Analytics
Zoho Books
5.4

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