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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (70.7% of reviews)
Entry-Level Pricing
$39.00 Per Month
$0 For businesses with turnover <50K USD per annum
Assembly
Star Rating
(278)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansZoho Books
Star Rating
(288)4.4 out of 5
Market Segments
Small-Business (70.7% of reviews)
Pros & Cons
Entry-Level Pricing
$0 For businesses with turnover <50K USD per annum
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho Books offers a robust Document Signing feature with a rating of 9.4, making it easy to manage contracts and agreements. In contrast, Copilot lacks this specific feature, which may be a drawback for businesses that prioritize digital signatures.
- Reviewers mention that Zoho Books excels in Device Syncing with a score of 9.7, allowing seamless access across multiple devices. Copilot, while functional, does not match this level of performance, which could hinder users who need flexibility in accessing their financial data.
- G2 users highlight that Copilot shines in Quality of Support, achieving a score of 9.5, which is significantly higher than Zoho Books' 8.3. This indicates that users may find more reliable assistance and quicker resolutions to their issues with Copilot.
- Users on G2 report that Zoho Books has a more affordable entry-level price of $0 for businesses with turnover under $50K, making it an attractive option for small businesses. In contrast, Copilot starts at $39.00, which may be a barrier for startups or smaller enterprises.
- Reviewers mention that Copilot's Ease of Use is rated at 9.5, compared to Zoho Books' 9.0. This suggests that new users may find Copilot's interface more intuitive and user-friendly, which is crucial for teams with varying levels of tech-savviness.
- Users say that Zoho Books provides a comprehensive Reporting feature with a score of 8.4, which is essential for financial analysis. However, Copilot's reporting capabilities are rated lower, which may limit users' ability to generate detailed insights into their financial performance.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
Zoho Books
FREE
$0
For businesses with turnover <50K USD per annum
- 1 User + 1 Accountant
- Manage Clients
- Manage Invoices (Up to 1,000)
Free Trial
Assembly
Free Trial is available
Zoho Books
Free Trial is available
Ratings
Meets Requirements
8.9
216
8.8
248
Ease of Use
9.4
224
8.9
254
Ease of Setup
9.4
203
8.7
130
Ease of Admin
9.3
193
9.0
106
Quality of Support
9.5
195
8.3
238
Has the product been a good partner in doing business?
9.5
185
9.0
105
Product Direction (% positive)
9.7
206
9.3
240
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
General Ledger
Not enough data
8.6
141
|
Verified
Not enough data
8.2
129
Not enough data
8.4
139
|
Verified
Accounts Receivable
Not enough data
8.6
150
Not enough data
8.2
139
|
Verified
Not enough data
8.0
137
|
Verified
Accounts Payable
Not enough data
8.3
127
Not enough data
8.6
142
|
Verified
Not enough data
8.6
143
|
Verified
Other Functionality
Not enough data
8.0
128
|
Verified
Not enough data
8.0
130
|
Verified
Not enough data
7.9
128
|
Verified
Not enough data
8.2
132
|
Verified
Not enough data
8.0
128
Not enough data
8.5
139
|
Verified
Not enough data
7.9
122
Not enough data
8.4
131
|
Verified
Reporting & Analytics
Not enough data
8.7
145
|
Verified
Not enough data
8.4
134
|
Verified
Not enough data
8.2
130
|
Verified
Not enough data
8.6
148
|
Verified
Platform
Not enough data
8.3
139
|
Verified
Not enough data
8.2
140
|
Verified
Not enough data
8.8
144
|
Verified
Not enough data
8.4
129
|
Verified
Not enough data
8.8
143
|
Verified
Not enough data
8.5
140
|
Verified
Integration
Not enough data
8.5
136
|
Verified
Not enough data
8.1
133
Not enough data
8.3
129
|
Verified
Cash Flow
Not enough data
8.6
127
|
Verified
Not enough data
9.0
130
|
Verified
Not enough data
8.8
127
|
Verified
Budgeting & Forecasting
Not enough data
8.2
130
|
Verified
Not enough data
8.4
126
|
Verified
Not enough data
7.9
115
|
Verified
Not enough data
8.2
119
|
Verified
Revenue
Not enough data
8.6
121
|
Verified
Not enough data
8.6
117
|
Verified
Not enough data
8.1
116
|
Verified
Payroll
Not enough data
7.8
104
|
Verified
Not enough data
7.5
101
|
Verified
Not enough data
8.1
117
|
Verified
Not enough data
8.6
117
|
Verified
AI
Not enough data
7.2
18
Not enough data
7.9
19
Not enough data
8.0
19
Not enough data
7.0
18
Not enough data
7.8
18
Not enough data
7.5
18
Not enough data
8.0
19
Not enough data
7.9
18
Not enough data
7.0
19
Not enough data
7.2
18
Mobile Applications - Accounting
Not enough data
7.7
13
Not enough data
7.9
11
Not enough data
7.1
11
Not enough data
7.4
11
Not enough data
8.5
10
Not enough data
8.3
11
Agentic AI - Accounting
Not enough data
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.0
151
Not enough data
7.8
137
Not enough data
8.6
151
Not enough data
8.9
148
Not enough data
8.8
141
Not enough data
Collaboration
8.5
148
Not enough data
9.0
153
Not enough data
8.2
146
Not enough data
7.8
135
Not enough data
6.6
129
Not enough data
6.4
127
Not enough data
Bill Generation
8.7
56
8.6
105
9.2
61
8.8
106
9.2
60
8.8
101
Bill Processing
8.2
56
8.6
106
7.8
50
8.4
101
8.7
57
8.8
110
Integration
8.3
52
9.0
110
8.6
58
8.9
107
7.8
45
8.5
97
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Zoho Books are categorized as Billing
Unique Categories
Assembly is categorized as Client Portal, Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Proposal, Contract Management, and Workplace Innovation Platforms
Zoho Books is categorized as Accounting
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho Books
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.7%
Accounting
14.2%
Consulting
7.9%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.8%
Accounting
15.6%
Information Technology and Services
14.9%
Marketing and Advertising
7.2%
Computer Software
7.2%
Education Management
2.5%
Other
52.5%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Are Zoho Books good?
2 Comments
DV
They are certainly amongst the top-tier !! They stand out in many ways. Very attractive and intuitive UI (web as native desktop and mobile), very stable...Read more
Is Zoho Books free?
2 Comments
MR
They have a free plan with different customer and revenue restrictions.Read more
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