The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good.

Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

The customer service team is also great to work with, they are very knowledgeable about all types of awards and are timely on their responses.

The overall benefit of using Certent is that it has save us time during month-end.

We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.

Their customer support is outstanding. When I've had an issue, they've addressed it immediately.

Ease of use, user interface friendly, great and timely customer support.

This software is easy to use and the reporting tools are great.

Overall, a great product with great features at a moderate price.

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

It is a simple tool to help me keep track of my stock options.

The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

Reports have weird names. Refreshing to fidelity's isn't always the easiest.

The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful.

The Team that has helped us implement the product was fantastic. They walked us through the process and truly held our hand to ensure we were setting it up properly.

The software is missing some key features that will impact the future.

I am always comfortable that if I have a question I have the support desk to help me.

I really enjoy working with our team as they are very supportive.

They take something that is already difficult for many people to understand and make it worse by having  a terrible UI, and login and authentication process.

Software provides forecasting which has been extremely powerful especially in these economic times.

Also, there is limited Pay vs. Performance functionality.

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.

The system can hand any time of award our organization would like to grant, and it has all the tools necessary for accounting, activity, and regulatory requirements.

Certent Equity Management is extremely valuable in my quarterly SEC and investor reporting as well as our internal tracking of stock option expense items.

The website has a robot to answer some basic questions which save me time. It is very clear to know how much I have for the stocks, easy and simple.

The communication and assistance we receive has always been 10/10, and this is a strong reason why we have stayed loyal customers of Certent.

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch.

The setup is fairly straightforward, and the learning curve is very manageable. It's really nice to have a good (and reasonable) set of defaults for categories and account structure.

Through the Zoho Books software, our payments integration is always great and fabulous.

They call you at ridiculous times and then email to say they called and to call them back. You call them back and no one is available.

It's a good software but needs to be completely free. I enjoy using it mainly because I have a zohomail account.

It manages my finances and make invoices in no time plus it helps to coordinate between different departments to save time and cost.

Great company that is focused on all of their apps within the zoho suite.

Zoho Books has relatively responsive customer support, who are willing to make software changes based on customer feedback (sometimes), and has many integrations.

The price is great when you get it attached to Zoho One. Price lists is a great feature.

The statement download from bank and reconciliation option is great. GST filing options are great.

Another positive aspect of Zoho Books is that its delivery always comes with many integrated functionalities such as stock management, sales and purchase booking, payroll processing, etc.

What i liked the most about this software is that is very easy to use and to customize it for you own purpose.

For starters it's easy to use. More specifically I like the recurring invoice feature and the ability to add an accountant at the basic level.

I was afraid to use it, no knowing who would be viewing our data.

I use Zoho Books primarily for invoicing. The interface is clean and clear and user friendly, with improvements being made all the time.

Login interface sometimes confused me as I accidentally logged into other zoho products.

Zoho Books is the best software for the financial reporting and everyone can easily used this software in a more efficient way. Moreover, it is the best tracker all of our accounts and finance.

The one fatal flaw of Books, for me, was that importing my contacts from an Excel spreadsheet was a nightmare.

The customer service is great - responsive and clear responses with no up-selling and fluff.

That made initial use and customization pretty easy to do. The documentation is generally good, and tip links are numerous.

The major problem with Zoho Book is that it is only practical with a small business.

Struggling for past 7 months have my feeds error sorted but in vain. Separate entries for JV & contra is preferred.

The software is extensive and seems easy enough to use. Supports advanced accounting functionality and would be a good solution for any small business.

Easy to expand as business grows. Customer support is superb.

I liked best the many features that Zoho Books provides.

Inability to create estimates inside Zoho Books and transform them in to invoices.

Zoho Books is the best source to create our invoices and it is the best financial reporting software in all over the world.

I've even been able to write some integrations with it (using some powerful and reasonably well documented REST APIs).

Absence of payroll feature is very annoying, as this continues major expenditure and maintaining the complete account is not possible. Also this solution is not for large companies.

In terms of accounting software, this product does just about everything. I also liked being part of the Zoho suite of products, all of which are quite good.

Whenever I found an issue I couldn't resolve, our account rep was easy to contact and ever helpful. The ease of invoicing is my most favorite.

Easy to customize, collaborate, integrate, manage, secure and us. Works in multiplatform and is very robust and reliable.

Zoho is integral in the operation of my business. I have found these tools to be comprehensive, powerful, and relatively easy to learn and use.

Nothing was as easy at Zoho. Their customer service is amazing and the price point is perfect for me and my needs.

Zoho was great and hit all the marks for me, the interface is simple and intuitive and the price point at my scale is just unbeatable. I can't see any other accounting system after using Zoho Books.

US Dollar

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers
 
•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

LongDescription

Real-Time Analytics

Options Management

Document Storage

Activity Tracking

Private Equity

Public Equity

Employee Reward Programs

Incentive Management

Vesting Management

Data Import/Export

Employee Self Service

Cap Table Management

Self Service Portal

Audit Trail

Compliance Management

Real-Time Data

Grant Management

Reporting & Statistics

Reminders

Deal Management

Audit Management

Real-Time Reporting

Participant Portal

Investor Reporting

Compensation Statements

Contact Certent for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

51-200

201-500

501-1000

1000+

Certent Equity Management

Webinars

Documentation

Videos

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses.
<br>
<H2>What is Zoho Books?</H2>
<br>
<p> Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control, and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions. </p> 
<br>
<H2>How do you use Zoho Books?</H2>
<br>
<p> Zoho Books is a web-based system, which can be accessed from any web browser. There are no installations or downloads necessary to use the software. Users can manage customers and handle customer invoices either online or by mail by automating recurring invoices, setting up payment reminders, and receive payments through online payment gateways. </p> 
<br>
<H2>Who uses Zoho Books?</H2>
<br>
<p> Zoho Books can be used by businesses of any size including freelancers that need assistance with the end-to-end accounting process. </p> 
<br>
<H2>How much does Zoho Books cost?</H2>
<br>
<p> Zoho books provides three pricing plans in addition to a free version for businesses that earn less than 50k annually.
The standard plan is priced at $10 per organization/month for 3 users. The professional plan is priced at $20 per organization/month for 5 users along with voice and chat customer support. The premium plan is priced at $30 per organization/month for 10 users that comes with Twilio and Zoho Sign integrations as well as vendor portals, validation lists, webhooks, and workflow rules. </p> 
<br>
<H2>Does Zoho Books have an app?</H2>
<br>
<p> Zoho Books has an app available on both IOS and Android devices. </p> 
<br>


Real Time Analytics

Tax Management

Purchase Order Management

Electronic Payments

Invoice History

Recurring/Subscription Billing

Nonprofits

General Ledger

Bank Reconciliation

Financial Analysis

Contract/License Management

Financial Management

Project Billing

Invoice Management

Timesheet Management

Approval Process Control

Customizable Invoices

Projections

Customizable Fields

Accrual Accounting

Accounting

Consolidation/Roll-Up

Contact Management

For Government

Multi-Currency

Online Payments

Online Invoicing

Inventory Tracking

Vendor Management

Expense Claims

Tax Calculation

Multi-Company

Client Portal

Sales Tax Management

ACH Payment Processing

Workflow Management

Project Accounting

Visual Analytics

Invoice Processing

Data Visualization

Time & Expense Tracking

Accounts Payable

Estimating

Customizable Templates

Cash Management

Mobile App

Billing & Invoicing

Receipt Management

K-12

Expense Tracking

Income & Balance Sheet

Spend Management

Reporting/Analytics

PO Reconciliation

Contact Database

Account Reconciliation

Monitoring

Accounts Receivable

Supplier Management

Requisition Management

Order Tracking

Quotes/Estimates

Purchasing & Receiving

Third-Party Integrations

Task Management

Inventory Management

Profit/Loss Statement

Core Accounting

Trust Accounting

Invoice Creation

For Real Estate

Commission Management

Remote Access/Control

Financial Reporting

For Small Businesses

Transaction Management

For Medical Purposes

Payment Processing

Mobile Payments

Billing Portal

Budgeting/Forecasting

For Trucking Industry

Cataloging/Categorization

For Legal Professionals

Cost Management

For AEC Industry

Customer Statements

Receivables Ledger

Data Security

Tax Compliance

Tax Filing

Billable & Non-Billable Hours

Start with the 14-day free trial and later subscribe to a plan that fits your business needs.

Zoho Books is available in 6 plans:
Free - $0, for businesses with turnover <50K USD per annum.
Standard - $15 per organization, per month, billed annually.
Professional - $40 per organization, per month, billed annually.
Premium - $60 per organization, per month, billed annually.
Elite - $120 per organization, per month, billed annually.
Ultimate - $240 per organization, per month, billed annually.

Certent Equity Management vs Zoho Books

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons