TrustRadius: an HG Insights company

ZipBooks

Score7 out of 10

20 Reviews and Ratings

Features

Top Performing Features

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8.1

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 8.5

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.5

  • Credit card processing

    The software facilitates credit card processing.

    Category average: 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8

  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.9

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.8

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8.1

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 8.5

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.7

  • Bank reconciliation

    The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

    Category average: 8.5

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.5

  • Time tracking

    The software can track billable and non-billable employee time by project.

    Category average: 7.9

  • Multi-currency support

    The software supports transactions across multiple currencies.

    Category average: 8.3

Order Management

The ability to process orders, and track them from quote to cash.

  • Credit card processing

    The software facilitates credit card processing.

    Category average: 7.7

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8.5