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Zoho Books vs Sage Intacct Comparison

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Overview

Category Leaders

Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow...

Category Leaders

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications...

  • 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

Video & Screenshots

Pricing

Starting from

20

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

635

5

4

3

2

1

353

216

42

11

13

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.2

462

5

4

3

2

1

204

193

49

9

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.
To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time.
That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros

Overall, it has been a great experience. Support is excellent, and the company works to constantly improve the product and keep the features competitive with what's available in the market.
Have been on it since the start of the company and has worked great. Customer support is always there when we have a question and it serves our needs great.
The customizing of reports is great. The simplicity is nice and it's easy to navigate around and for the most part pretty easy to train on.

Cons

The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive.
Bad automatic matching, paypal multi-currency feed all over the place.
The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices.

Cons

Also for example, you can set invoices to "warn" you if duplicate invoice numbers when manually entering, but if you are using the import feature, it will just crash.
Sage intacct was the worst experience I have had with any accounting system implementation. I basically did all of the integration and system set up and paid them to do it.
We get a lot of errors within Intacct and Salesforce integration, I am not sure if our setup is just complex but we always seem to be fixing something.
  • Vendor responds to reviews
  • Last review15 days ago
  • Vendor responds to reviews
  • Last review7 days ago

Key features

  • Total features96
  • "What If" Scenarios
  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Asset Accounting
  • Asset Lifecycle Management
  • Asset Tracking
  • Attendance Management
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Cancellation Management
  • Cash Flow Analysis
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Chart of Accounts
  • Check Processing
  • Check Writing
  • Claims Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Core Accounting
  • Corporate Card
  • Cost Management
  • Cost Tracking
  • Cross Ledger Posting
  • Currency Conversion
  • Currency Management
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Rules
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Deferred Billing
  • Distribution Management
  • Document Management
  • Document Storage
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dunning Management
  • Duplicate Payment Alert
  • ERP integration
  • Electronic Funds Transfer
  • Electronic Payments
  • Email Management
  • Enrollments/Onboarding
  • Event Management
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Financial Institutions
  • For Government
  • For Higher Education
  • For Lawyers
  • For Legal Professionals
  • For Medical Purposes
  • For Nonprofits
  • For Real Estate
  • For Religious Organizations
  • For Schools
  • For Small Businesses
  • For Trucking Industry
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • Fund Management
  • Fundraising Management
  • General Ledger
  • Grant Award Tracking
  • Grant Management
  • HIPAA Compliant
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Inventory Auditing
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Investment Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Key Performance Indicators
  • Manufacturing Inventory Management
  • Marketing Automation
  • Member Database
  • Membership Management
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Multi-Location
  • Multi-Period Recurring Billing
  • Multi-Property
  • Multiple Payment Options
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Order Entry
  • Order Management
  • Order Tracking
  • Overpayment Processing
  • Partial Payments
  • Payment Collection
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Procurement Management
  • Product Identification
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Property Management
  • Proposal Generation
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Payments
  • Recurring/Subscription Billing
  • Refund Management
  • Reimbursement Management
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Requisition Management
  • Resource Allocation & Planning
  • Resource Management
  • Retail Inventory Management
  • Returns Management
  • Revenue Management
  • Revenue Recognition
  • Risk Management
  • Sales Orders
  • Sales Reports
  • Sales Tax Management
  • Search/Filter
  • Self Service Data Preparation
  • Self Service Portal
  • Self-Service Reporting
  • Shipping Management
  • Spend Control
  • Spend Management
  • Status Tracking
  • Subscription Management
  • Subscription Plan Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Team Assignments
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Transaction Management
  • Transaction Monitoring
  • Trust Accounting
  • Usage Tracking/Analytics
  • User Management
  • Vendor Managed Inventory
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Warehouse Management
  • Workflow Management
  • Total features252
  • "What If" Scenarios
  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Asset Accounting
  • Asset Lifecycle Management
  • Asset Tracking
  • Attendance Management
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Cancellation Management
  • Cash Flow Analysis
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Chart of Accounts
  • Check Processing
  • Check Writing
  • Claims Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Core Accounting
  • Corporate Card
  • Cost Management
  • Cost Tracking
  • Cross Ledger Posting
  • Currency Conversion
  • Currency Management
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Rules
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Deferred Billing
  • Distribution Management
  • Document Management
  • Document Storage
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dunning Management
  • Duplicate Payment Alert
  • ERP integration
  • Electronic Funds Transfer
  • Electronic Payments
  • Email Management
  • Enrollments/Onboarding
  • Event Management
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Financial Institutions
  • For Government
  • For Higher Education
  • For Lawyers
  • For Legal Professionals
  • For Medical Purposes
  • For Nonprofits
  • For Real Estate
  • For Religious Organizations
  • For Schools
  • For Small Businesses
  • For Trucking Industry
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • Fund Management
  • Fundraising Management
  • General Ledger
  • Grant Award Tracking
  • Grant Management
  • HIPAA Compliant
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Inventory Auditing
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Investment Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • K-12
  • Key Performance Indicators
  • Manufacturing Inventory Management
  • Marketing Automation
  • Member Database
  • Membership Management
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Multi-Location
  • Multi-Period Recurring Billing
  • Multi-Property
  • Multiple Payment Options
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Order Entry
  • Order Management
  • Order Tracking
  • Overpayment Processing
  • Partial Payments
  • Payment Collection
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Procurement Management
  • Product Identification
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Property Management
  • Proposal Generation
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Payments
  • Recurring/Subscription Billing
  • Refund Management
  • Reimbursement Management
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Requisition Management
  • Resource Allocation & Planning
  • Resource Management
  • Retail Inventory Management
  • Returns Management
  • Revenue Management
  • Revenue Recognition
  • Risk Management
  • Sales Orders
  • Sales Reports
  • Sales Tax Management
  • Search/Filter
  • Self Service Data Preparation
  • Self Service Portal
  • Self-Service Reporting
  • Shipping Management
  • Spend Control
  • Spend Management
  • Status Tracking
  • Subscription Management
  • Subscription Plan Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Team Assignments
  • Territory Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Transaction Management
  • Transaction Monitoring
  • Trust Accounting
  • Usage Tracking/Analytics
  • User Management
  • Vendor Managed Inventory
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Warehouse Management
  • Workflow Management

Integrations

  • Total integrations137
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations356
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net

User reviews that mention these apps

PS
AvatarImg

Phillip S.

Insurance, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Sage Intacct logo

Sage Intacct

ERP Well-Suited for medium sized companies

Reviewed a year ago

Overall, Sage Intacct makes closing our books fairly fast and efficient. It has many modules that give you the ability to expand your implementation as business grows and changes over tiome.

Pros

Sage Intacct has a very user friendly and consistent interface across all modules. The General Ledger allows you to export data in a variety of formats for further analysis

Cons

Reporting is more complicated than necessary. It is difficult to create new reports.

CB
AvatarImg

Carly B.

Education Management, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Sage Intacct logo

Sage Intacct

Great for multiple entities

Reviewed 2 years ago

This was a huge time saver.

Pros

This was great for managing the books of 18 separate entities. The ability to easily switch between companies and also create inter-company transactions (owed to/from, for example) was a HUGE time saver.

Cons

The way our company used/paid and allocated credit card charges we were not able to use the credit card part of the software.

EO
AvatarImg

Elaine O.

Nonprofit Organization Management, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Sage Intacct logo

Sage Intacct

This is one of the better Accounting Software that I've used. I love the ease of correcting entries

Reviewed 6 years ago

I love the ease of use and the ability to quickly correct entries.

Pros

I love the ease of making corrections to the financials. I also like the ACH feature of Accounts Payable as well as the auto-population of Accounts Payable as well as the ability to attach invoices, which allows for the entire Payables process to become paperless. This product also automatically perform the 2nd entry on the subsidiary books, when inputting a Source Company.

Cons

The Purchasing piece does not keep the original date; which makes it hard to book to the correct period. Also the fact that you have to keep running Registers to see what was paid to avendor. There is no quick summary feature.

RM
AvatarImg

Robert M.

Nonprofit Organization Management, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Sage Intacct logo

Sage Intacct

Sage Intacct for small Not-for-Profit

Reviewed 2 years ago

Overall, my experience has been positive. The Sage user community is active and we’ve been able to get support when we need it and the online how-tos and cheat sheets are very helpful.

Pros

It is a robust software that offers a lot of opportunities to streamline monthly accounting. The reporting functionality is excellent and has enabled us to automate our monthly reporting to Budget Managers and send out the relevant reports via email. It also offers the ability to build our regular allocations and not have to do massive journal entries every month to close the books.

Cons

The editing features of the software can’t always be used, and it is hard to understand what is editable and what is not.