Zoho Books
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Employee stock plan tracking
- Termination schedule customization
- Unlimited vesting schedules management
- Transactions processing
- ESPP cash contributions tracking
- Withdrawals and share purchases tracking
- Transaction reporting
- Report filtering
- Different report formats
- Ad hoc reports
- Calculation of intrinsic award values
- Disclosure requirements
- Acquisition and liquidation modeling
- Investor activities tracking
- Payout
- Acquisition & exchange management
- Multiple accounts management
- Document access and storage
Pricing Info
Pricing Info
Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.
Cap Table Management for Private Companies – Starts at $50 per month, billed annually
- Funding and capitalization reporting
- Securities and shareholder management
- Document management and storage
- Corporate action processing
Equity Plan Management for Private Companies – Starts at $200 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Automated equity tracking
Equity Plan Management for Public Companies – Starts at $350 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Custom award valuation
- Equity tracking
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Destination Maternity Corporation, Accuweather, Nutrisystem
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A customizable suite of stock option plan and cap table management software designed for both private and public organizations.
Company Email
info@optiontrax.com
Contact No.
Company's Address
OptionTrax
5 Radnor Corporate Center, Suite 441
100 Matsonford Road
Radnor, PA 19087
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Contact Management
- Project Time Tracking
- Online Payments
- Invoices
- Inventory Management
- Invoice Templates
- Expenses
- Automatic Bank Feeds
- Mobile Apps
- Purchase Order
- Collaborative Client Portal
- Exhaustive Reports
- Sales Order
- Accounting
- Tax
Pricing Info
Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.
Free Plan – $0/month, for businesses with turnover <50K USD per annum
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1,000)
- Client Portal
- Online/Offline Payments
- Automate Payment Reminders
- Multi-lingual Invoicing
- Credit Notes
- Recurring Invoices
- Expenses & Mileage Tracking
- Add Multiple Bank and Credit Card Accounts
- Import Bank and Credit Card Statements
- Bank Rules & Reconciliation
- Chart of Accounts & Sub-accounts
- Manual Journals
- Reports
- Invoice Customization
- Taxes
- Payment Gateways
- Integrations – Zoho Apps & Other Apps
- Support – Email
Standard Plan – $20/organization per month or $180/organization per year
- 50 Contacts
- 2 Users (1 user + 1 Accountant)
- 5 Automated Workflows
- Bank Reconciliation
- Custom Invoices
- Expense Tracking
- Projects and Timesheets
- Recurring Transactions
- Sales Approval
Professional Plan – $50/organization per month or $480/organization per year
- 500 Contacts
- 3 Users (2 users + 1 Accountant)
- 10 Automated Workflows/Module
- All Basic features, plus:
- Bills
- Vendor Credits
- Reporting Tags
- Purchase Approval
Premium Plan – $70/organization per month or $720/organization per year
- Unlimited Contacts
- 10 Users
- 10 Automated Workflows/Module
- All Standard features, plus:
- Purchase Order
- Sales Order
- Inventory
- Custom Domain
Add-ons
- Add a user – $3/month or $30/year
- Auto-scans – Buy 50 scans/month for $10/month or $96/year
Integrations
Payment Gateways
- PayPal
- 2Checkout
- Braintree
- Paypal Payflow Pro
- PayPal Payments Pro
- Stripe
- Authorize.net
- Forte
- Worldpay
Zoho Apps
- Zoho CRM
- Zoho Expense
- Zoho Subscriptions
- Zoho Projects
- Zoho Docs
POS Apps
- Square
Tax
- track1099
- tax1099.com
- Avalara
Document Management Apps
- Dropbox
- Google Drive
- box
- Evernote
- OneDrive
Bills & Expenses App
- Entryless
Time Tracking App
- Temponia
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mobafone GmbH
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Zoho Books is a comprehensive smart accounting software solution designed for small businesses to better manage their finances and control their cash flow more efficiently. It is also user-friendly, with a clean design yet robust set of features that helps users generate actionable, data-based insights.
Company Email
support@zohobooks.com
Contact No.
Company's Address
Zoho Corporation
4141 Hacienda Drive
Pleasanton, CA 94588
USA
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Please note that while both OptionTrax and Zoho Books may have an outstanding set of features every app might be created for a different business size. If you are comparing features you should pay attention to a business size they are catering to. Some functionalities could scale up effectively for big enterprises but if you run a small or medium business it’s frequently more sensible to stay away from paying for customized functionalities that you may never actually use.
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