Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Cat avg: 8
Top Performing Features
Standard reports
The software offers pre-built reports with metrics standard to the category.
Cat avg: 8.3
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Cat avg: 8.1
Credit card processing
The software facilitates credit card processing.
Cat avg: 7.5
Worst Performing Features
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Cat avg: 8.3
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Cat avg: 8.4
Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Cat avg: 8
ZipBooks Features from Reviews
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
9.1+20%
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.7
Plug-ins
A number of third-party plug-ins are available to expand the core functionality of the software.
Category average: 7.4
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
9.5+13%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.5
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.5
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
10+25%
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Category average: 8
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 8.3
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
8.8+12%
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Category average: 8.3
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Category average: 8.4
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Category average: 8.1
Time tracking
The software can track billable and non-billable employee time by project.
Category average: 7.1
Multi-currency support
The software supports transactions across multiple currencies.
Category average: 7.5
Order Management
The ability to process orders, and track them from quote to cash.
9.2+22%
Credit card processing
The software facilitates credit card processing.
Category average: 7.5
Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Category average: 8
ZipBooks Features from the Vendor
General Ledger and Configurable Accounting
Vendor-reviewedAccounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Time tracking
The software can track billable and non-billable employee time by project.
Multi-currency support
The software supports transactions across multiple currencies.
Order Management
Vendor-reviewedCredit card processing
The software facilitates credit card processing.
Cost of goods sold
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Payroll Management
Vendor-reviewedPay calculation
Pay calculation provides for computation of employee pay with state and federal deductions.
Benefit plan administration
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
Reporting & Analytics
Vendor-reviewedDashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Standard reports
The software offers pre-built reports with metrics standard to the category.
Custom reports
Users can create custom reports.
Customization
Vendor-reviewedAPI for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Plug-ins
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Multi-factor authentication
Multi-factor authentication
Additional Features
Vendor-contributedReputation management
Payroll integration
Bookkeeping services