CoAd vs. Zoho Books

syncHR is designed for mid to large size companies, typically 200-2000 employees. Any organization that has a strong reporting need and/or a complicated payroll process could benefit from the unique features built into the platform

If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.

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• Automated retroactive change processing and mid-period rate changes – completely automated with no manual intervention needed - If you ever need to give someone a merit increase and make it retroactive or if an employee is entitled to enroll in health benefits on their first day employment but has 30 days to enroll, syncHR will automatically handles these retro changes.
• A single application designed from the ground up that gives equal weight to HR, payroll, and benefit functions - syncHR is designed as a true unified solution with no back-end mainframes or separate front-ends vs backends. Everything is processed real-time in the cloud which has eliminated all discrepancies.
• Customer Service - syncHR provides a designated account manager as your single point of contact. Since the The StaffWell Group is a 24/7 business, I needed a company that was available when I needed them. syncHR delivered with 24/7 emergency support.
• Event-driven employee self service - Other systems we have used rely on employees to make the correct choices as to what is required when completing an employee initiated transaction. With syncHR, the system always directs the employee to the next step reducing both errors and calls to our support staff. I believe this is also the reason why we had a 40% increase in the adoption of ESS.
• Dynamic Security & Workflows - syncHR has no static pages which allows security and workflows to be updated automatically whenever a change is made. This has virtually eliminated the time and effort required from HR to manually update workflows to the correct personnel.

• 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.

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• Learning Management System- syncHR currently does not offer an LMS system. They only track and report training dates, licenses and certifications.
• Although syncHR is a global solution it is somewhat limited to tracking employee headcount, HR documents, paperless on boarding and benefit information. There is no international payroll option like the one they provide for domestic employees. Although the system can handle multiple languages and currencies, I would like to see a global payroll option.
• Succession Planning - syncHR provides little functionality for succession planning. The system can track budgets vs actuals, goals and ratings but does not offer a true succession planning module

• Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
• The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
• On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
• The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
• It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
• The software is used by so few people that there is concern that we might never find a skilled bookkeeper.

Overall the system is very easy to navigate but more importantly my employees find it so easy to use. The percentage of employees who now use ESS went up by 40%

Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.

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Whenever we need support our designated account manager is there to provide answers for us. If she doesn't have or know the answer, additional support is provided via a service matter expert in that field. Support hours are 24/7

The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.

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Training was very well done and thorough

During the first few weeks of implementation it is important to have all key members participate in meetings. Finance, HR, Payroll and Benefits should be involved from the early stages to ensure that the solution is designed to meet your specific requirements. Since syncHR personalizes their solution for each company a few wrong steps early on regarding the design we wanted caused us to spend extra time later. The more info you provide syncHR upfront the better they can take all of your rules and needs into account from day one. In our case, finance did not get involved right away and therefore some of the items that we needed for our GL needed to be re-done. SyncHR was very accommodating though as they spent extra time with us to update some of the allocations so that finance got what they needed

As I mentioned I have used UltiPro, ADP, Ceridian as well as several others and none of them seem to offer half of the functionality and service that syncHR provides. Although we had some problems from time to time, I hold companies in high regard by how they resolve these problems. It's a comfort knowing that my HCM provider truly cares about me and my business so if for no other reason than this, I feel syncHR is far and away the best system I have used. The system works as advertised which is all I could ask for

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.

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• Due to complexity of our payroll, it would typically take us almost 3 full days to verify hours and perform retro changes before actually running payroll. With so many retroactive changes and manual calculations it was a time consuming and error prone process. With syncHR, the accuracy of payroll has increased tremendously and the amount of time we now spend preparing to process payroll decreased to less than 4 hours per week. All approved time seamlessly moves from the T&A module into payroll and all retro transactions are automatically processed.
• When I initially selected syncHR I was a little hesitant because I never heard of them before and was concerned about their viability as a company and customer service. Several years later I'm happy to say that syncHR has provided better support than any of the better know competitors ever did.
• Although no system is ever perfect, overall syncHR has exceeded most of my expectations. The sales and implementation process was wonderful, the salesperson was responsive and did not oversell what the system could do.
• Training & Implementation - syncHR spent a considerable amount of time learning my business rules in order to build the system to meet my requirements. Training was provided on all aspects of the system until my team felt comfortable enough to handle things on their own. I never felt as though we had a set number of hours of training or that our questions, no matter how redundant or simple were a bother to them.

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info