CoreIntegrator Workflow vs. Zoho Books

I have found CoreIntegrator to work well for our needs as an Accounts Payable workflow solution. The system was implemented with very little internal technical assistance. It can be administered by a business user without a great deal of technical knowledge because the CI support staff is knowledgeable and helpful.

Zoho Books is good for a company or organization that wants to keep track of invoices, payments, and cash flow. If you do not have a full-time accountant in your organization, it can work well as whenever you hire one or have someone check your books, the information they need will be there, provided it has been entered into Zoho Books. It works as a one-man operation or a small team. For larger teams, it would depend on how much information needs to be input on a daily basis.

Incentivized

• Getting information into the system is easy.
• The user interfaces are very intuitive.

• The projects feature is what we use a lot it helps setting up projects as well as tracking expenses and bills for the whole project. The budgeting feature is very developed, allowing you to budget by total project cost, total project hours, hours per task, or hours per staff.
• Customer Estimates and Invoices are very easy to setup and send directly from the app (it also has a very nice and customizable reminder option).
• Stock and pricing listings is very intuitive and easy and makes it a very helpful and time saving feature.
• Bank reconciliation and Financial reporting are very developed and make it easy to share information with bookeepers and accounting specialists.

Incentivized

• Ability to clean up deleted requests
• Simplify so users can create forms and workflows

• Printing checks - they only offer one vendor and they are expensive compared to QuickBook alternatives.
• Their interface for bids - retainers and applying them against income could be improved, but once you know how it's easy.
• Their recurring fees don't seem to always work the way I'd want. But overall they work.

Incentivized

Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.

Incentivized

The support staff at CorIntegrator has always been easy to work with and very effective at solving our issues. The response time for correcting problems has been very good. My experience has been that I work with the same support staff most of the time and that has allowed a good relationship to be built.

The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.

Incentivized

We didn't review another product because CoreIntegrator so perfectly met our needs.

Incentivized

Cloud vs. desktop, this and the fact that Zoho Books syncs with our other Zoho apps were the most pressing reasons for switching to Zoho Books. As mentioned previously, we consider our accounting software to be an integral part of doing business efficiently, and we can now do that considering our systems are all integrated.

Incentivized

• Saves paper, postage and fax costs
• Easy to manage process with reports

• I was able to cut my costs for a more complete and easy to use tool.
• Many transactions, and accounting tasks on 1 platform, reduction in time by a lot.
• Clients can pay without leaving your website (less drop-off, better conversions).

Incentivized