Do you feel swamped by receipts and expense reports?
Keeping track of money in and out is a big challenge for many businesses.
Chọn bên phải phần mềm kế toán can make a huge difference, saving you time and headaches.
This post will dive deep into Zoho Books vs Expensify, two popular tools.
By the end, you’ll have a clearer picture of which software can help you get your finances in order.
Toàn cảnh
We’ve used both Zoho Books and Expensify.
We tested their features. This helped us see how they stack up.
Now, let’s compare them closely for you.
With its free plan for businesses earning under $50,000 annually, Zoho Books is an excellent and accessible entry point.
Chạy: It has a free trial. The premium plan starts at $10/month.
Tính năng chính:
- Client Portal
- Project Billing
- Inventory Management
Tham gia cùng hơn 15 triệu người dùng tin tưởng Expensify để đơn giản hóa việc quản lý tài chính của họ. Tiết kiệm đến 83% thời gian dành cho việc lập báo cáo chi phí.
Chạy: Ứng dụng này có bản dùng thử miễn phí. Gói trả phí bắt đầu từ 5 đô la/tháng.
Tính năng chính:
- Chụp biên lai SmartScan
- Đối chiếu thẻ doanh nghiệp
- Quy trình phê duyệt nâng cao.
What is Zoho Books?
So, you’re curious about Zoho Books?
It’s like a helpful tool for your việc kinh doanh money stuff.
It helps you keep track of your income and expenses.
Think of it as your digital bookkeeper!
Ngoài ra, hãy khám phá điều yêu thích của chúng tôi Zoho Books alternatives…
Lợi ích chính
- Offers a free plan for businesses with revenue under $50,000.
- Integrates with over 40 Zoho applications.
- Provides more than 50 pre-built financial reports.
- Has a client portal that boosts payment collection by 30%.
- No # warranty.
Chạy
- Miễn phí: Miễn phí mỗi tháng.
- Tiêu chuẩn: 10 đô la/tháng.
- Professional: $20/month.
- Phần thưởng: $30/month.
Pros
Hằng
Expensify là gì?
Được rồi, vậy chúng ta hãy cùng nói về Expensify.
Đây là một công cụ giúp bạn theo dõi tất cả các khoản chi tiêu của doanh nghiệp.
Hãy coi nó như một người trợ lý luôn nhớ tiền của bạn đã đi về đâu.
Nó có thể lấy thông tin từ hóa đơn và các giấy tờ ngân hàng của bạn. Khá tiện lợi!
Ngoài ra, hãy khám phá điều yêu thích của chúng tôi Các phương án thay thế tốn kém hơn…
Lợi ích chính
- Công nghệ SmartScan quét các chi tiết trên hóa đơn và trích xuất chúng với độ chính xác trên 95%.
- Nhân viên được hoàn tiền nhanh chóng, thường chỉ trong vòng một ngày làm việc thông qua chuyển khoản ACH.
- Thẻ Expensify có thể giúp bạn tiết kiệm đến 50% chi phí đăng ký nhờ chương trình hoàn tiền.
- Không có bảo hành nào được cung cấp; điều khoản của họ nêu rõ rằng trách nhiệm pháp lý bị giới hạn.
Chạy
- Sưu tầm: 5 đô la/tháng.
- Điều khiển: Báo giá theo yêu cầu.
Pros
Hằng
So sánh tính năng
The choice between Zoho Books and Expensify depends on your business’s primary financial needs.
While Zoho Books is a comprehensive kế toán program, Expensify specializes in a highly efficient expense management process, offering distinct solutions for different business owners.
1. Overall Purpose and Core Features
- Zoho Books: It stoods as a comprehensive kế toán program designed to manage all core accounting and accounting tasks. Its core features include invoicing, bank reconciliation, expense tracking, and financial báo cáo, making it a complete solution for a business’s financial health.
- Chi phí: It focuses on simplifying the expense management process. It is a specialized tool that helps users and employers easily submit and manage expenses. Its main goal is to streamline the process of expense reporting and reimbursement, saving companies time and effort.
2. Expense and Receipt Management
- Zoho Books: This software makes it easy to manage expenses by allowing you to create and track vendor invoices and record recurring expenses. While you can capture expenses, its primary function is not dedicated to this specific task.
- Chi phí: It excels at expense management. You can take a snap of a receipt with a mobile app and the details are automatically extracted in a few seconds. The system helps to simplify the process for customers and contractors by making it easy to log and submit expenses.
3. Lập hóa đơn và thanh toán
- Zoho Books: You can create invoices with this platform, send payment reminders, and set up recurring invoices. It is a full accounting program with a client portal for customers to làm online payments via various payment gateways, including Zoho Payments.
- Chi phí: It’s invoicing and payments features are focused on the expense side. Expensify makes it easy for employers to reimburse employees and for contractors to get paid for their costs. Its features are not as extensive as a full kế toán program’s.
4. Automation and Workflows
- Zoho Books: This platform offers robust tự động hóa features to automate tasks and reduce manual intervention. It includes automated invoice reminders, automatic bank feeds, and transaction matching for easy bank reconciliation. You can set up your own custom workflows to streamline your business operations.
- Chi phí: It’s core is built on automation tools to streamline the expense management process. Expensify reviews often praise the ability to immediately sync with expensify card transactions, simplifying the review and approval process for a manager or accountant. The system also has the ability to flag expenses that are out of policy.
5. Giá cả và các gói dịch vụ
- Zoho Books: It has an affordable pricing model with a free plan and a free version for a small number of users. Its pricing plans like the standard plan, professional plan, and premium plan offer competitive pricing and scale with your annual revenue.
- Chi phí: It offers a flexible pay-per-use model or a flat fee per month. The expensify card can even offset the monthly costs. The pricing plans are tailored to your specific usage, making it an ideal choice for a company with a low volume of expense reports.
6. Integrations and Ecosystem
- Zoho Books: It offers extensive customization and third party integrations. It is part of the larger Zoho ecosystem, including Zoho CRM, providing a wide range of business applications for a business.
- Chi phí: It is a specialized tool that integrates with a wide variety of other phần mềm kế toán and ERPs. Its strong connection to popular platforms like QuickBooks Online is a key selling point, allowing businesses to export dữ liệu easily.
7. Báo cáo và Phân tích
- Zoho Books: As a full accounting solution, Zoho Books provides a wide array of financial reports and advanced analytics to give a clear picture of your financial health. It also includes advanced features like automated revenue recognition and tax compliance reports.
- Chi phí: It’s reporting is focused on expenses. It provides real time insights into spending across the company, allowing employers to quickly review and kiểm toán expenses. This provides valuable insights into costs and employee spending.
8. Accessibility and User Experience
- Zoho Books: The platform has an intuitive interface and an easy to use interface, accessible via a mobile app and desktop. Its collaboration tools allow for easy communication and sharing of documents between multiple users.
- Chi phí: The expensify platform is designed for a mobile-first experience. You can capture expenses and get mileage tracking from your mobile app, but a desktop or web version is also available. The streamlined process is what makes it so popular.
9. Security and Customer Support
- Zoho Books: It has robust data bảo vệ measures to protect your financial transactions and offers reliable customer support. You can find answers to questions in the zoho books faqs and other helpful resources.
- Chi phí: It’s security is designed to protect your financial data and prevent unauthorized access. If your IP address or any other details are flagged, your connection could be blocked from that page. This trigger is part of the security measures to protect the platform.
Cần lưu ý điều gì khi chọn phần mềm kế toán?
- Khả năng mở rộng: The software should be able to handle your needs as your business grows. The ability to connect with other applications and manage a rising volume of financial transactions is crucial. You should be able to manage more expenses as your company scales.
- Ủng hộ: Good customer support is essential for any platform. The software vendors should be able to respond to your requests quickly and help you resolve any issues that are not expected. You should also be able to easily find documentation and helpful resources.
- Dễ sử dụng: A good expense management tool should be easy to learn and use. It should have a straightforward setup process. The ability to take a photo of a receipt to capture the data automatically is a key feature that reduces manual data entry. A mobile app that works like a small computer in your pocket is a huge plus.
- Nhu cầu cụ thể: The software should handle your unique needs, whether it’s for specific projects or managing your entire organization. You should be able to assign code and tags to transactions for better categorization. This is also where you can approve expenses and keep a detailed log of all your reports.
- Bảo vệ: Your financial data must be safe. The software should have reliable and robust data security measures to protect all the detailed information stored in the system. The platform should have security protocols to ensure that all data in your expense file is safe and that it won’t be easily compromised.
Phán quyết cuối cùng
After looking at everything, our pick depends on your main need.
If you need a full kế toán system, choose Zoho Books.
It handles invoices. It tracks basic expenses.
It’s a complete toolbox for your business money.
But if expenses are your biggest problem, pick Expensify.
It makes managing receipts easy. Employee reimbursements are simple.
It’s built for speed and ease with expenses.
You can trust our advice. Choose Zoho Books for all your kế toán.
Choose Expensify if expense management is most important.
More of Zoho Books
When choosing an accounting solution, it’s wise to compare the top options.
We’ve done the research to help you see how Zoho Books stacks up against its key competitors.
- Zoho Books vs QuickBooks: QuickBooks is a market leader, known for its extensive features and integrations. Zoho Books, however, is often praised for its clean interface and more affordable, scalable pricing, particularly for small to medium businesses.
- Zoho Books vs Xero: Xero is a popular cloud accounting platform with a focus on ease of use. While both offer strong core features, Zoho Books provides more robust inventory management in its higher-tier plans.
- Zoho Books vs FreshBooks: FreshBooks is a great choice for freelancers and service-based businesses, with a focus on invoicing. Zoho Books offers a more comprehensive accounting program with a wider range of features beyond just billing.
- Zoho Books vs Sage: Sage generally targets larger, more complex businesses. Zoho Books is a better fit for small to medium-sized businesses and is known for its user-friendly interface and competitive pricing.
- Zoho Books vs NetSuite: NetSuite is a powerful ERP solution for large enterprises. Zoho Books is an excellent alternative for small businesses that need a robust, affordable, and flexible platform that can grow with them.
- Zoho Books vs Wave: Wave is a popular option for its free version. While Wave is great for very small businesses and freelancers, Zoho Books offers a more comprehensive feature set and is a more scalable option for growing businesses.
- Zoho Books vs Dext: Dext is primarily a data extraction tool, focused on automating receipt and invoice processing. Zoho Books, on the other hand, is a full-fledged accounting software that includes expense management as one of its many features.
- Zoho Books vs Synder: Synder specializes in syncing financial transactions from various sources to accounting software. Zoho Books includes this functionality as part of its complete platform, alongside invoicing, reporting, and other core accounting features.
- Zoho Books vs Expensify: Expensify is a strong expense reporting and management tool. Zoho Books has built-in expense management, but Expensify is a more specialized option for businesses with complex expense policies.
- Zoho Books vs Docyt: Docyt uses AI to automate data entry from receipts and bank statements. Zoho Books also has automation features, but Docyt’s core focus is on this specific automation.
- Zoho Books vs Hubdoc: Hubdoc is a document management tool that automates data extraction from bills and receipts. Zoho Books offers a similar function, but Hubdoc’s main purpose is to feed data into other systems like QuickBooks or Xero.
- Zoho Books vs AutoEntry: AutoEntry is another tool for automated data entry from documents. Zoho Books is a complete accounting program, while AutoEntry is a specialized tool that can be used to support it.
- Zoho Books vs Puzzle io: Puzzle.io is an AI-driven accounting solution for startups that offers real-time financial insights.
- Zoho Books vs Easy Month End: Easy Month End is not a direct alternative, as it is a feature within Zoho Books that simplifies the closing process.
- Zoho Books vs Quicken: Quicken is mainly for personal finance and very small businesses, while Zoho Books is a full-featured solution designed for business accounting tasks.
- Zoho Books vs RefreshMe: This is not a direct comparison; RefreshMe is a resource or feature that may be associated with Zoho Books.
Xem thêm về Expensify
- Expensify vs PuzzlePhần mềm này tập trung vào lập kế hoạch tài chính dựa trên trí tuệ nhân tạo dành cho các công ty khởi nghiệp. Phiên bản tương tự dành cho tài chính cá nhân.
- Expensify so với DextĐây là công cụ kinh doanh dùng để ghi nhận biên lai và hóa đơn. Công cụ còn lại dùng để theo dõi chi phí cá nhân.
- So sánh Expensify và XeroĐây là phần mềm kế toán trực tuyến phổ biến dành cho các doanh nghiệp nhỏ. Đối thủ cạnh tranh của nó là phần mềm dành cho mục đích sử dụng cá nhân.
- Expensify so với SynderCông cụ này đồng bộ dữ liệu thương mại điện tử với phần mềm kế toán. Một phiên bản khác tập trung vào tài chính cá nhân.
- Chi phí cao hơn so với chi phí cuối tháng đơn giản.Đây là một công cụ kinh doanh giúp đơn giản hóa các công việc cuối tháng. Đối thủ cạnh tranh của nó là công cụ quản lý tài chính cá nhân.
- So sánh Expensify và DocytỨng dụng này sử dụng trí tuệ nhân tạo (AI) cho việc kế toán và tự động hóa kinh doanh. Ứng dụng còn lại sử dụng AI như một trợ lý tài chính cá nhân.
- So sánh Expensify và SageĐây là một bộ phần mềm kế toán doanh nghiệp toàn diện. Đối thủ cạnh tranh của nó là một công cụ dễ sử dụng hơn dành cho tài chính cá nhân.
- So sánh Expensify và Zoho BooksĐây là một công cụ kế toán trực tuyến dành cho các doanh nghiệp nhỏ. Đối thủ cạnh tranh của nó là công cụ dành cho mục đích sử dụng cá nhân.
- So sánh Expensify và WavePhần mềm này cung cấp phần mềm kế toán miễn phí cho các doanh nghiệp nhỏ. Phiên bản tương tự được thiết kế dành cho cá nhân.
- So sánh Expensify và HubdocPhần mềm này chuyên về thu thập tài liệu phục vụ công tác kế toán. Đối thủ cạnh tranh của nó là một công cụ quản lý tài chính cá nhân.
- So sánh Expensify và QuickBooksĐây là phần mềm kế toán nổi tiếng dành cho doanh nghiệp. Có một phiên bản thay thế được thiết kế cho tài chính cá nhân.
- So sánh Expensify và AutoEntryCông cụ này được thiết kế để tự động hóa việc nhập liệu cho kế toán doanh nghiệp. Một công cụ thay thế khác là công cụ quản lý tài chính cá nhân.
- So sánh Expensify và FreshBooksĐây là phần mềm kế toán dành cho người làm nghề tự do và doanh nghiệp nhỏ. Có một phiên bản khác dành cho tài chính cá nhân.
- So sánh Expensify và NetSuiteĐây là một bộ phần mềm quản lý doanh nghiệp mạnh mẽ dành cho các công ty lớn. Đối thủ cạnh tranh của nó là một ứng dụng tài chính cá nhân đơn giản.
Câu hỏi thường gặp
Is Zoho Books good for small businesses?
Yes, Zoho Books is great for doanh nghiệp nhỏ. It offers many tools like invoicing, expense tracking, and reports. It helps manage your money easily. It’s an all-in-one choice.
Is Expensify only for expenses?
Expensify focuses heavily on expenses. It’s best for tracking receipts and employee reimbursements. It also has some invoicing features. Its main strength is managing spending.
Can I use both Zoho Books and Expensify?
Yes, you can use both. Expensify integrates with Zoho Books. This means they can work together. You can track expenses in Expensify and send the data to Zoho Books for full accounting.
Which is easier to learn, Zoho Books vs Expensify?
Expensify is generally easier to learn for expense tracking. Its main job is simpler. Zoho Books has more features, so it might take a bit longer to learn everything it can do.
Do these tools work on my phone?
Yes, both Zoho Books and Expensify have mobile apps. You can use them on your iPhone or Android phone. This lets you manage your finances and expenses from anywhere.
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