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Xero vs Zen Planner Comparison
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Zen Planner
4.3
91pts
Overview
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...
Zen Planner is a member management software including Staff & Member Apps, billing, appointments, virtual training, skills...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
$12.50/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
$117/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.3
5
4
3
2
1
1,116
523
174
54
72
- Value for money
- Ease of use
- Features
- Customer support
92%
would recommend this appPros
The ease of creating a quote, changing it to an invoice once the client has accepted it, is a great add on. The ability to add inventory items on the fly is very welcoming.
Finances are easier to keep up to date and more frequently, the software updates are seamless, the reports are great, the integrations are outstanding, and the service is super.
On the dashboard you can see clearly, outstanding invoices and overdue invoices. This is essential for our team to access these numbers quickly and clearly.
Pros
Super easy integration and the customer service is outstanding. They are regularly updating and upgrading features and respond positively to feature requests and feedback.
I am love the people at ZP. There isn't one person I've come in contact with that hasn't been helpful, positive, encouraging, understanding and cheerful.
Whenever I have an issue the support team is always there to help and they solve the issue very quickly which is super ideal due to more than 1/2 of my work is accomplished on Zen.
Cons
Remember clear that when there was some technical problem the take no accountability. First It made me angry but then everything arranged.
Constant problems with integrated software for synching with bank & transactions. EXTREMELY poor customer service and it's ALWAYS the other software regardless of the problem.
There is no simple customer sales reports available. Quite ridiculous for a financial platform.
Cons
Their front house version of their software is crap. Their customer service is terrible, they basically tell you that there isn't a way to do what you are asking.
The Dashboard processes the sale, then you have to process the payment separately in a different step. In the beginning we lost sales because our staff was confused.
Email function does not work. After sending several email out to my clientele, I discovered today that all they were getting was the title and no body.
Key features
- Total features78
- API
- Absence Management
- Access Control
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Appointment Management
- Assignment Management
- Attendance Management
- Attendance Tracking
- Auto-Matching
- Auto-Responders
- Automated Billing
- Automated Scheduling
- Automatic Backup
- Automatic Notifications
- Balance Sheet
- Bank Reconciliation
- Barcode Scanning
- Billing & Invoicing
- Budgeting
- Business Analysis
- Calendar Management
- Cash Flow Management
- Charting
- Check Printing
- Check Processing
- Class Scheduling
- Client Portal
- Commenting
- Contact History
- Contact Management
- Conversion Tracking
- Credit Card Processing
- Currency Conversion
- Custom Forms
- Customer Accounts
- Customer Database
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Reporting
- Customizable Templates
- Dashboard Creation
- Data Import
- Data Import/Export
- Depreciation Calculation
- Depreciation Tracking
- Design Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop Interface
- Electronic Payments
- Electronic Signature Capture
- Email Integration
- Email Templates
- Email Tracking
- Event Calendar
- Event Tracking
- Expense Claims
- Expense Tracking
- Facility Scheduling
- File Management
- Financial Analysis
- Financial Management
- Fixed Asset Management
- Forecasting
- General Ledger
- Goal Setting / Tracking
- Instructor Scheduling
- Inventory Management
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Lead Nurturing
- Milestone Tracking
- Mobile Integration
- Monitoring
- Multi-Currency
- Order Confirmation
- Order Management
- Order Tracking
- PCI DSS Compliance
- POS
- Payroll Management
- Performance Reports
- Permission Management
- Physical Asset Tracking
- Prescribing
- Price Management
- Profit / Loss Statement
- Progress Tracking
- Purchase Order Management
- Quote Management
- Real Time Data
- Real Time Reporting
- Receipt Management
- Receiving
- Recurring Billing
- Recurring Tasks
- Registration Management
- Reimbursement Management
- Reminders
- Reporting & Statistics
- Reservations Management
- Retail Inventory Management
- Sales Tax Management
- Sales Tracking
- Scheduled Reporting
- Search Functionality
- Secure Login
- Self Service Portal
- Shopping Cart
- Skills Tracking
- Social Media Integration
- Status Tracking
- Stock Management
- Task Scheduling
- Template Management
- Third Party Integration
- Time Clock
- Transaction History
- User Photos
- Visitor Registration
- Website Integration
- Website Management
- Widgets
- Total features72
- API
- Absence Management
- Access Control
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Appointment Management
- Assignment Management
- Attendance Management
- Attendance Tracking
- Auto-Matching
- Auto-Responders
- Automated Billing
- Automated Scheduling
- Automatic Backup
- Automatic Notifications
- Balance Sheet
- Bank Reconciliation
- Barcode Scanning
- Billing & Invoicing
- Budgeting
- Business Analysis
- Calendar Management
- Cash Flow Management
- Charting
- Check Printing
- Check Processing
- Class Scheduling
- Client Portal
- Commenting
- Contact History
- Contact Management
- Conversion Tracking
- Credit Card Processing
- Currency Conversion
- Custom Forms
- Customer Accounts
- Customer Database
- Customer History
- Customer Segmentation
- Customizable Branding
- Customizable Reporting
- Customizable Templates
- Dashboard Creation
- Data Import
- Data Import/Export
- Depreciation Calculation
- Depreciation Tracking
- Design Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop Interface
- Electronic Payments
- Electronic Signature Capture
- Email Integration
- Email Templates
- Email Tracking
- Event Calendar
- Event Tracking
- Expense Claims
- Expense Tracking
- Facility Scheduling
- File Management
- Financial Analysis
- Financial Management
- Fixed Asset Management
- Forecasting
- General Ledger
- Goal Setting / Tracking
- Instructor Scheduling
- Inventory Management
- Inventory Tracking
- Invoice Management
- Invoice Processing
- Lead Nurturing
- Milestone Tracking
- Mobile Integration
- Monitoring
- Multi-Currency
- Order Confirmation
- Order Management
- Order Tracking
- PCI DSS Compliance
- POS
- Payroll Management
- Performance Reports
- Permission Management
- Physical Asset Tracking
- Prescribing
- Price Management
- Profit / Loss Statement
- Progress Tracking
- Purchase Order Management
- Quote Management
- Real Time Data
- Real Time Reporting
- Receipt Management
- Receiving
- Recurring Billing
- Recurring Tasks
- Registration Management
- Reimbursement Management
- Reminders
- Reporting & Statistics
- Reservations Management
- Retail Inventory Management
- Sales Tax Management
- Sales Tracking
- Scheduled Reporting
- Search Functionality
- Secure Login
- Self Service Portal
- Shopping Cart
- Skills Tracking
- Social Media Integration
- Status Tracking
- Stock Management
- Task Scheduling
- Template Management
- Third Party Integration
- Time Clock
- Transaction History
- User Photos
- Visitor Registration
- Website Integration
- Website Management
- Widgets
Integrations
- Total integrations886
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
- Total integrations6
- Authorize.net
- Dropbox Business
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
Alternatives
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Xero vs. Zen Planner
See how Xero and Zen Planner stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.
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