Zoho Analytics vs. Zoho Books

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Zoho Analytics
Score 8.4 out of 10
Small Businesses (1-50 employees)
Zoho Analytics (formerly Zoho Reports) is a self-service BI and analytics platform that allows users to analyze their business data and create reports and dashboards. It is designed to help users create and share reports quickly, without IT assistance.
$30
per month 2 users
Zoho Books
Score 9.1 out of 10
N/A
Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows. Zoho offers a 14 day free trial.
$20
per month
Pricing
Zoho AnalyticsZoho Books
Editions & Modules
Basic
$30
0.5M rows, 2 users
Professional
$30
per user per month billed annually
Standard
$60
1M rows, 5 users
Premium
$145
5M rows, 15 users
Enterprise
$575
50M rows, 50 users
Free
$0
For businesses with turnover <50K USD per annum
Standard
$20
per month per org
Professional
$50
per month per org
Premium
$70
per month per org
Offerings
Pricing Offerings
Zoho AnalyticsZoho Books
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsThere is a 20% discount for all plans if subscribed yearly. Customers can buy add-on rows and users, in addition to the plans listed above.Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
More Pricing Information
Community Pulse
Zoho AnalyticsZoho Books
Considered Both Products
Zoho Analytics
Chose Zoho Analytics
Excel is really the other alternative I've used for analysis. Anyone who's used it knows that it's fine if you have a single 2 dimensional table, and not suitable when you have multiple tables that have multiple relations. Mapping out relationships in Zoho Analytics was pretty …
Chose Zoho Analytics
Being a Zoho One customer we've not ever evaluated any other BI tool. I've looked at tools from Google, Microsoft, and Saleforce but not deep enough to consider has alternatives to Zoho Analytics.
Chose Zoho Analytics
Microsoft is the basic for any small business who starts with reporting. As you scale and your data grows you feel the requirement of professional reporting suite that can keep up with the velocity and size of data. Empower your sales team with timely alerts and should not …
Chose Zoho Analytics
It does not even stand close to the Books or CRM system we use today. Much work is needed and the price of $50 per month per seat is absolutely unjustified.
Chose Zoho Analytics
Very powerful charts and graphs that are much easier to use than Excel. It's like a pivot table combined with a chart. I love the ability to dynamically change the charts just by turning data sets on and off in order to drill down and analyze individual data sets without having …
Zoho Books
Chose Zoho Books
I believe it is way easier to use, has more robust features, seamless integration with other Zoho apps like CRM, Projects, etc. is super useful and has saved a lot of time. Streamlining this process has been easy, and the end result is better reporting, improved decision making …
Features
Zoho AnalyticsZoho Books
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Zoho Analytics
8.8
135 Ratings
7% above category average
Zoho Books
-
Ratings
Pixel Perfect reports8.9106 Ratings00 Ratings
Customizable dashboards8.6135 Ratings00 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Zoho Analytics
8.2
137 Ratings
2% above category average
Zoho Books
-
Ratings
Drill-down analysis8.2131 Ratings00 Ratings
Formatting capabilities7.7136 Ratings00 Ratings
Report sharing and collaboration8.8137 Ratings00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Zoho Analytics
8.6
129 Ratings
4% above category average
Zoho Books
-
Ratings
Publish to Web8.5108 Ratings00 Ratings
Publish to PDF8.6127 Ratings00 Ratings
Report Delivery Scheduling8.6112 Ratings00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Zoho Analytics
8.2
84 Ratings
2% above category average
Zoho Books
-
Ratings
Pre-built visualization formats (heatmaps, scatter plots etc.)8.380 Ratings00 Ratings
Location Analytics / Geographic Visualization8.772 Ratings00 Ratings
Predictive Analytics7.466 Ratings00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Zoho Analytics
8.6
129 Ratings
1% above category average
Zoho Books
-
Ratings
Multi-User Support (named login)8.8127 Ratings00 Ratings
Role-Based Security Model8.972 Ratings00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.7122 Ratings00 Ratings
Report-Level Access Control7.830 Ratings00 Ratings
Single Sign-On (SSO)8.674 Ratings00 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Zoho Analytics
7.1
97 Ratings
9% below category average
Zoho Books
-
Ratings
Responsive Design for Web Access7.771 Ratings00 Ratings
Mobile Application5.673 Ratings00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile6.886 Ratings00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Zoho Analytics
8.4
65 Ratings
8% above category average
Zoho Books
-
Ratings
REST API8.161 Ratings00 Ratings
iFrames8.653 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
8.2
18 Ratings
7% above category average
API for custom integration00 Ratings8.218 Ratings
Security
Comparison of Security features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
8.7
28 Ratings
6% above category average
Single sign-on capability00 Ratings8.622 Ratings
Role-based user permissions00 Ratings8.826 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
8.9
27 Ratings
13% above category average
Dashboards00 Ratings8.627 Ratings
Standard reports00 Ratings9.025 Ratings
Custom reports00 Ratings9.01 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
8.1
28 Ratings
6% above category average
Accounts payable00 Ratings8.326 Ratings
Accounts receivable00 Ratings9.027 Ratings
Cash management00 Ratings7.525 Ratings
Bank reconciliation00 Ratings7.425 Ratings
Expense management00 Ratings8.026 Ratings
Time tracking00 Ratings8.218 Ratings
Multi-currency support00 Ratings8.417 Ratings
Regulations compliance00 Ratings7.815 Ratings
Self-service portal00 Ratings8.519 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
7.8
16 Ratings
4% above category average
Inventory tracking00 Ratings8.416 Ratings
Automatic reordering00 Ratings7.110 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Zoho Analytics
-
Ratings
Zoho Books
8.7
25 Ratings
14% above category average
Pricing00 Ratings8.421 Ratings
Order entry00 Ratings9.320 Ratings
Credit card processing00 Ratings8.020 Ratings
Cost of goods sold00 Ratings9.120 Ratings
Best Alternatives
Zoho AnalyticsZoho Books
Small Businesses
Yellowfin
Yellowfin
Score 8.7 out of 10
QuickBooks Self-Employed (discontinued)
QuickBooks Self-Employed (discontinued)
Score 7.0 out of 10
Medium-sized Companies
Reveal
Reveal
Score 10.0 out of 10
Accounting Seed
Accounting Seed
Score 7.6 out of 10
Enterprises
Kyvos Semantic Layer
Kyvos Semantic Layer
Score 9.5 out of 10
SAP S/4HANA Cloud
SAP S/4HANA Cloud
Score 8.5 out of 10
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User Ratings
Zoho AnalyticsZoho Books
Likelihood to Recommend
7.9
(139 ratings)
8.8
(29 ratings)
Likelihood to Renew
8.9
(9 ratings)
-
(0 ratings)
Usability
8.1
(83 ratings)
8.9
(11 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
9.1
(2 ratings)
-
(0 ratings)
Support Rating
5.3
(18 ratings)
5.3
(5 ratings)
Implementation Rating
5.5
(3 ratings)
-
(0 ratings)
Ease of integration
7.3
(1 ratings)
-
(0 ratings)
Product Scalability
7.7
(71 ratings)
-
(0 ratings)
Vendor post-sale
7.3
(1 ratings)
-
(0 ratings)
Vendor pre-sale
8.2
(1 ratings)
-
(0 ratings)
User Testimonials
Zoho AnalyticsZoho Books
Likelihood to Recommend
Zoho
Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.
Read full review
Zoho
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.
Read full review
Pros
Zoho
  • Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
  • Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
  • Decision making regarding resource allocation.
Read full review
Zoho
  • 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.
Read full review
Cons
Zoho
  • I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
  • Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
  • The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.
Read full review
Zoho
  • 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.
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Likelihood to Renew
Zoho
I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool
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Zoho
No answers on this topic
Usability
Zoho
For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.
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Zoho
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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Reliability and Availability
Zoho
ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.
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Zoho
No answers on this topic
Performance
Zoho
ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.
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Zoho
No answers on this topic
Support Rating
Zoho
The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick
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Zoho
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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Implementation Rating
Zoho
If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.
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Zoho
No answers on this topic
Alternatives Considered
Zoho
Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.
Read full review
Zoho
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.
Read full review
Scalability
Zoho
As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.
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Zoho
No answers on this topic
Return on Investment
Zoho
  • Analytics has been the foundation of my role. I manage 2000 accounts myself, so I need analytics to help me know whom to serve first.
  • Analytics provides a lot of visualization options that I need to serve my customers.
  • Analytics has excellent options for accountability with our training team to know where each account is in their customer journey.
Read full review
Zoho
  • 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.
Read full review
ScreenShots

Zoho Analytics Screenshots

Screenshot of Zia Insights, which provides contextual intelligence with detailed diagnostics.Screenshot of where OpenAI's large language models (LLMs) are leveraged within Ask Zia to build complex queries, construct metrics and formulas, and discover public datasets.Screenshot of key metrics with KPI charts.Screenshot of streaming data, which is available for real-time insights. Users can process streams from Google Pub/Sub, Kafka, PubNub and APIs.Screenshot of reports accessed from iPad and Android tablets.Screenshot of custom machine learning models, available with a no-code assistant.

Zoho Books Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of