Zoho Analytics vs. Zoho Books

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.

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.

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

• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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.

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

• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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.

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

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

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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.

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

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.

Incentivized

Invited by the Vendor

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

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.

Incentivized

Invited by the Vendor

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

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

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

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.

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

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.

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

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.

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.

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

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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