What is better OptionTrax or Zoho Books? To ensure that you acquire the most useful and productive Accounting Software for your enterprise, you should compare products available on the market. For example, here you can match OptionTrax’s overall score of 8.0 against Zoho Books’s score of 9.6. You can also compare their general user satisfaction: OptionTrax (97%) vs. Zoho Books (100%).
Moreover, you can evaluate their good and bad points feature by feature, including their terms and conditions and prices. By comparing products you are sure that you choose the best software for your requirements. It goes without saying you must understand your particular requirements to realize which software matches those needs.
Our experts made sure to prepare reviews of all popular Financial Reporting Software products offered out there, but among all the ones we reviewed these three deserved our special attention: FreshBooks, Zoho Books, NetSuite ERP.
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
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
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.
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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