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About

AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.

About

Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Consumers managing estates or other fiduciary duties

Audience

Zoho Books is built to help the small business scale. However, the suite is also fully stacked for medium business across all industries.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$9.99 per month
Free Version
Free Trial

Pricing

$10.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.8 / 5
features 4.2 / 5
design 4.8 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Easy accounting tool that helps auto-reconcile. Merges with other Zoho products like Zoho analytics to create dashboards and insights.
  • Zoho Books directs many resource management to the right and accountable means, making the process transparent. Again, Zoho Books works with all the formulas, that helps in computations.
  • Zoho Books brings safety in all the files and documents that a company has. Also, Zoho Books is designed in a way that information can be entered easily. There is no attacks of content loss through Zoho Books.
  • Zoho Books is available on both mobile and desktop version, which means it's easy to access. It can integrate with Zoho one services. It has financial reporting charts. It easily handles inbound and outbound cash flow with invoicing and budgeting tasks.

Cons

  • The data exporting is difficult to use and needs to be redesigned. Often times there are formatting issues that become hard to manage.
  • So far, Zoho Books has outstanding features, which I value all and consider them perfect and suitable.
  • The support personnel for this product requires proper mechanisms to answer questions bothering the users. Only that et back.
  • Overall Zoho books is feature-rich but plans are too expensive.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AccountAbly
Founded: 2022
Canada
accountably.app/

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/us/books

Alternatives

TotalTrust

TotalTrust

Exhibit One Software

Alternatives

MomentumTRUST

MomentumTRUST

Momentum3
FASTER

FASTER

FASTER Systems
uLawPractice

uLawPractice

Superfluid Software
AccountEdge

AccountEdge

Priority Software US

Categories

Categories

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

GST Features

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting Features

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Integrations

5X
Campaign Monitor
Cloudy Business Ops 360
Constant Contact Lead Gen & CRM
Drivetrain
HubSpot Customer Platform
Integrately
Integry
Membrane
MindCloud
PaymentCloud
QCommission
QueueBuster
ScoreDetect
Smartcat
Smoothlink
Zoho Creator
Zoho Directory
Zoho Flow
eNETEmployer

Integrations

5X
Campaign Monitor
Cloudy Business Ops 360
Constant Contact Lead Gen & CRM
Drivetrain
HubSpot Customer Platform
Integrately
Integry
Membrane
MindCloud
PaymentCloud
QCommission
QueueBuster
ScoreDetect
Smartcat
Smoothlink
Zoho Creator
Zoho Directory
Zoho Flow
eNETEmployer
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