# Open vs Zoho Books Comparison --- ## AI Generated Summary - **G2 reviewers report** that Zoho Books excels in providing a user-friendly interface, making it easy for users to navigate through features like invoice creation and expense tracking. One user highlighted the software's dashboard and the simplicity of understanding reports, which enhances daily accounting tasks. - **Users say** that Open stands out for its exceptional customer support, with one reviewer praising their account manager's availability whenever needed. This level of personalized support can be crucial for businesses looking for guidance in managing their financial operations. - **According to verified reviews** , Zoho Books offers a robust multi-currency system, which is particularly beneficial for businesses dealing with international clients. Users appreciate this feature as it simplifies transactions across different currencies, enhancing overall usability. - **Reviewers mention** that Open is particularly effective for expense management and credit handling, making it a solid choice for startups. Users have noted that it provides a comprehensive dashboard for managing digital payments, which can streamline financial processes for new businesses. - **G2 reviewers highlight** that while Zoho Books has a slightly lower overall satisfaction score, it still provides essential features for small businesses, such as invoice and payment tracking. Users have found these features to be crucial for maintaining organized financial records. - **Users report** that Open's ease of setup is a significant advantage, with many noting that the onboarding process is seamless. This can be particularly appealing for businesses that need to get up and running quickly without extensive training or configuration. | | Open | Zoho Books | |---|---|---| | **Star Rating** | 4.9 out of 5 | 4.4 out of 5 | | **Total Reviews** | 10 | 327 | | **Largest Market Segment** | Small-Business (80.0% of reviews) | Small-Business (72.3% of reviews) | | **Entry Level Price** | No pricing available | $0 For businesses with turnover <50K USD per annum | --- ## Top Pros & Cons ### Open **Not enough data** ### Zoho Books Pros: - Ease of Use (35 reviews) - Invoice Management (19 reviews) Cons: - Missing Features (15 reviews) - Poor Customer Support (11 reviews) --- ## Ratings Comparison | Rating | Open | Zoho Books | |---|---|---| | **Meets Requirements** | 9.2 (8 reviews) | 8.8 (273 reviews) | | **Ease of Use** | 9.8 (8 reviews) | 8.9 (279 reviews) | | **Ease of Setup** | 10.0 (5 reviews) | 8.7 (155 reviews) | | **Ease of Admin** | 10.0 (5 reviews) | 9.0 (110 reviews) | | **Quality of Support** | 9.0 (8 reviews) | 8.3 (262 reviews) | | **Has the product been a good partner in doing business?** | 9.3 (5 reviews) | 9.0 (109 reviews) | | **Product Direction (% positive)** | 10.0 (5 reviews) | 9.2 (264 reviews) | --- ## Pricing ### Open #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Zoho Books #### Entry-Level Pricing Plan: FREE Price: $0 For businesses with turnover <50K USD per annum Key Features: - 1 User + 1 Accountant - Manage Clients - Manage Invoices (Up to 1,000) [Browse all 4 editions](https://www.g2.com/products/zoho-books/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### Expense Management | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | N/A | N/A | #### Expense Reports | Feature | Open | Zoho Books | |---|---|---| | **Ease of Creating Expense Reports** | Not enough data | Not enough data | | **Bank / Credit Card Integration** | Not enough data | Not enough data | | **Smart Categorization** | Not enough data | Not enough data | | **Digital Receipt Management** | Not enough data | Not enough data | | **Employee Reimbursement** | Not enough data | Not enough data | | **Currency Conversions** | Not enough data | Not enough data | | **Credit Card Integration** | Not enough data | Not enough data | #### Agentic AI - Expense Management | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | #### Travel Management | Feature | Open | Zoho Books | |---|---|---| | **Ease of Booking** | Not enough data | Not enough data | | **Itinerary Management** | Not enough data | Not enough data | | **Trip Notifications** | Not enough data | Not enough data | | **Advanced Integrations** | Not enough data | Not enough data | #### Client Invoicing | Feature | Open | Zoho Books | |---|---|---| | **Invoice Creation and Delivery** | Not enough data | Not enough data | | **Electronic Payments** | Not enough data | Not enough data | | **Project Accounting / Revenue Recognition** | Not enough data | Not enough data | #### Generative AI - Expense Management | Feature | Open | Zoho Books | |---|---|---| | **Image-to-Text** | Not enough data | Not enough data | | **Text Generation** | Not enough data | Not enough data | | **Text Summarization** | Not enough data | Not enough data | #### Mobile | Feature | Open | Zoho Books | |---|---|---| | **Receipt Capture** | Not enough data | Not enough data | | **Mileage Tracking** | Not enough data | Not enough data | | **Travel Itinerary and Flight Status Updates** | Not enough data | Not enough data | #### Platform | Feature | Open | Zoho Books | |---|---|---| | **Embedded AI / Machine Learning** | Not enough data | Not enough data | | **Complex Approval Workflow** | Not enough data | Not enough data | #### Administration | Feature | Open | Zoho Books | |---|---|---| | **PCI Regulation Compliant** | Not enough data | Not enough data | #### Administration | Feature | Open | Zoho Books | |---|---|---| | **Business Tool Integration** | Not enough data | Not enough data | | **Workflow** | Not enough data | Not enough data | | **Automated Reminders** | Not enough data | Not enough data | | **Policy Compliance Management** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | #### Platform | Feature | Open | Zoho Books | |---|---|---| | **Reporting** | Not enough data | Not enough data | | **APIs / Integration** | Not enough data | Not enough data | | **Internationalization** | Not enough data | Not enough data | | **Performance and Reliability** | Not enough data | Not enough data | | **Mobile User Support** | Not enough data | Not enough data | | **Offline** | Not enough data | Not enough data | ### Accounting | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | 8.2/10 | 185 | #### General Ledger | Feature | Open | Zoho Books | |---|---|---| | **Journal Entries** | Not enough data | 8.6 (142 reviews) ✓ Verified | | **Tags / Dimensions** | Not enough data | 8.2 (129 reviews) | | **Audit Trail** | Not enough data | 8.4 (138 reviews) ✓ Verified | #### Accounts Receivable | Feature | Open | Zoho Books | |---|---|---| | **Invoice Customization** | Not enough data | 8.6 (153 reviews) | | **AR Automation** | Not enough data | 8.2 (145 reviews) ✓ Verified | | **Collections Automation** | Not enough data | 8.0 (139 reviews) ✓ Verified | #### Accounts Payable | Feature | Open | Zoho Books | |---|---|---| | **AP Automation** | Not enough data | 8.3 (127 reviews) | | **Payment Processing** | Not enough data | 8.6 (143 reviews) ✓ Verified | | **Purchase Orders** | Not enough data | 8.6 (145 reviews) ✓ Verified | #### Other Functionality | Feature | Open | Zoho Books | |---|---|---| | **Inventory Tracking / Ordering** | Not enough data | 8.1 (133 reviews) ✓ Verified | | **Inventory Pricing and Costing** | Not enough data | 8.0 (132 reviews) ✓ Verified | | **Inventory Reporting** | Not enough data | 7.9 (129 reviews) ✓ Verified | | **Multi-Entity / Consolidation** | Not enough data | 8.2 (133 reviews) ✓ Verified | | **Recognition Rules** | Not enough data | 8.1 (128 reviews) | | **Reconciliations** | Not enough data | 8.5 (145 reviews) ✓ Verified | | **Payroll** | Not enough data | 7.9 (122 reviews) | | **Time and Expense** | Not enough data | 8.4 (133 reviews) ✓ Verified | #### Reporting & Analytics | Feature | Open | Zoho Books | |---|---|---| | **Financial Statements** | Not enough data | 8.7 (152 reviews) ✓ Verified | | **Custom Reporting** | Not enough data | 8.4 (138 reviews) ✓ Verified | | **Budgeting / Forecasting** | Not enough data | 8.2 (131 reviews) ✓ Verified | | **Dashboards** | Not enough data | 8.6 (152 reviews) ✓ Verified | #### Platform | Feature | Open | Zoho Books | |---|---|---| | **Customization** | Not enough data | 8.2 (146 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | 8.2 (144 reviews) ✓ Verified | | **User, Role, and Access Management** | Not enough data | 8.8 (145 reviews) ✓ Verified | | **Internationalization** | Not enough data | 8.4 (129 reviews) ✓ Verified | | **Performance and Reliability** | Not enough data | 8.8 (150 reviews) ✓ Verified | | **Output Document Generation** | Not enough data | 8.5 (140 reviews) ✓ Verified | #### Integration | Feature | Open | Zoho Books | |---|---|---| | **Data Import and Export Tools** | Not enough data | 8.6 (138 reviews) ✓ Verified | | **Integration APIs** | Not enough data | 8.1 (139 reviews) | | **Breadth of Partner Applications** | Not enough data | 8.3 (131 reviews) ✓ Verified | #### Cash Flow | Feature | Open | Zoho Books | |---|---|---| | **Track Cash Flow** | Not enough data | 8.6 (128 reviews) ✓ Verified | | **Income and Expenses** | Not enough data | 9.0 (132 reviews) ✓ Verified | | **File Exports** | Not enough data | 8.8 (128 reviews) ✓ Verified | #### Budgeting & Forecasting | Feature | Open | Zoho Books | |---|---|---| | **Budgeting / Forecasting** | Not enough data | 8.2 (131 reviews) ✓ Verified | | **Data Import** | Not enough data | 8.4 (126 reviews) ✓ Verified | | **Versioning** | Not enough data | 7.9 (115 reviews) ✓ Verified | | **Historical Data** | Not enough data | 8.2 (119 reviews) ✓ Verified | #### Revenue | Feature | Open | Zoho Books | |---|---|---| | **Revenue Types** | Not enough data | 8.6 (122 reviews) ✓ Verified | | **Revenue Allocation** | Not enough data | 8.6 (117 reviews) ✓ Verified | | **Scheduling** | Not enough data | 8.1 (116 reviews) ✓ Verified | #### Payroll | Feature | Open | Zoho Books | |---|---|---| | **Direct Deposit** | Not enough data | 7.8 (103 reviews) ✓ Verified | | **Check/W-2 Printing** | Not enough data | 7.5 (100 reviews) ✓ Verified | | **Tax Calculation** | Not enough data | 8.1 (118 reviews) ✓ Verified | | **Reporting and Dashboards** | Not enough data | 8.6 (117 reviews) ✓ Verified | #### AI | Feature | Open | Zoho Books | |---|---|---| | **Data Extraction** | Not enough data | 7.4 (19 reviews) | | **Invoice Processing** | Not enough data | 8.0 (20 reviews) | | **Expense Management** | Not enough data | 8.1 (20 reviews) | | **Fraud Detection** | Not enough data | 7.2 (19 reviews) | | **Tax Compliance** | Not enough data | 7.9 (19 reviews) | | **Support Chatbots** | Not enough data | 7.6 (19 reviews) | | **Bank Reconciliations** | Not enough data | 8.1 (20 reviews) | | **Report Generation** | Not enough data | 8.0 (19 reviews) | | **Customizable Alerts** | Not enough data | 7.2 (20 reviews) | | **Predictive Analytics** | Not enough data | 7.5 (20 reviews) | #### Mobile Applications - Accounting | Feature | Open | Zoho Books | |---|---|---| | **Cloud Integration** | Not enough data | 8.1 (16 reviews) | | **Notifications** | Not enough data | 8.1 (12 reviews) | | **UI** | Not enough data | 7.1 (18 reviews) | | **Offline** | Not enough data | 7.6 (12 reviews) | | **Expense Tracking** | Not enough data | 8.8 (12 reviews) | | **Invoice Management** | Not enough data | 8.8 (15 reviews) | #### Agentic AI - Accounting | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Invoice Management | Product | Score | Reviews | |---|---|---| | **Open** | 8.7/10 | 5 | | **Zoho Books** | N/A | N/A | #### Invoice Generation | Feature | Open | Zoho Books | |---|---|---| | **Templates** | Not enough data | Not enough data | | **Digital Invoices** | Not enough data | Not enough data | | **Recurring Invoices** | Not enough data | Not enough data | #### Invoice Processing | Feature | Open | Zoho Books | |---|---|---| | **Approvals** | Not enough data | Not enough data | | **Batch Processing** | Not enough data | Not enough data | | **Consolidation** | Not enough data | Not enough data | | **Match Invoices** | Not enough data | Not enough data | #### Analytics | Feature | Open | Zoho Books | |---|---|---| | **Due Dates** | Not enough data | Not enough data | | **Cashflow** | Not enough data | Not enough data | | **KPIs** | Not enough data | Not enough data | | **Payment Tracking** | Not enough data | Not enough data | #### Integration | Feature | Open | Zoho Books | |---|---|---| | **Accounting** | Not enough data | Not enough data | | **Payments** | 8.7 (5 reviews) | Not enough data | | **ERP** | Not enough data | Not enough data | | **Account Sync** | Not enough data | Not enough data | #### Agentic AI - Invoice Management | Feature | Open | Zoho Books | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### Cash Flow Management | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | N/A | N/A | #### Cash Flow Management | Feature | Open | Zoho Books | |---|---|---| | **File Exports** | Not enough data | Not enough data | | **Income and Expenses** | Not enough data | Not enough data | | **Track Cash Flow** | Not enough data | Not enough data | #### Cash Flow Forecasting | Feature | Open | Zoho Books | |---|---|---| | **Historical Data** | Not enough data | Not enough data | | **Reforecast** | Not enough data | Not enough data | | **Forecast Types** | Not enough data | Not enough data | | **Rolling Forecasts** | Not enough data | Not enough data | | **AI** | Not enough data | Not enough data | #### Analytics | Feature | Open | Zoho Books | |---|---|---| | **Variance Analysis** | Not enough data | Not enough data | | **Reports** | Not enough data | Not enough data | | **Forecast Comparison** | Not enough data | Not enough data | | **Forward Looking** | Not enough data | Not enough data | #### Financial Data Transfer | Feature | Open | Zoho Books | |---|---|---| | **Data Transfer** | Not enough data | Not enough data | | **Data Exchange** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Access** | Not enough data | Not enough data | | **Integration** | Not enough data | Not enough data | #### Agentic AI - Cash Flow Management | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Billing | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | 8.7/10 | 119 | #### Bill Generation | Feature | Open | Zoho Books | |---|---|---| | **Templates** | Not enough data | 8.6 (105 reviews) | | **Digital Billing** | Not enough data | 8.8 (106 reviews) | | **Recurring Billing** | Not enough data | 8.8 (101 reviews) | #### Bill Processing | Feature | Open | Zoho Books | |---|---|---| | **Consolidation** | Not enough data | 8.6 (106 reviews) | | **Batch Invoicing** | Not enough data | 8.4 (101 reviews) | | **Management** | Not enough data | 8.8 (110 reviews) | #### Integration | Feature | Open | Zoho Books | |---|---|---| | **Accounting** | Not enough data | 9.0 (110 reviews) | | **Payments** | Not enough data | 8.9 (107 reviews) | | **ERP** | Not enough data | 8.5 (97 reviews) | #### Agentic AI - Billing | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Sales Tax and VAT Compliance | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | N/A | N/A | #### Tracking | Feature | Open | Zoho Books | |---|---|---| | **Sales Tax** | Not enough data | Not enough data | | **VAT** | Not enough data | Not enough data | | **GST** | Not enough data | Not enough data | | **Exemptions** | Not enough data | Not enough data | | **Adjustments** | Not enough data | Not enough data | | **Localization** | Not enough data | Not enough data | #### Integrations | Feature | Open | Zoho Books | |---|---|---| | **Integrations** | Not enough data | Not enough data | #### Remittance | Feature | Open | Zoho Books | |---|---|---| | **Returns** | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | | **Global/Cross Borders** | Not enough data | Not enough data | | **Analytics** | Not enough data | Not enough data | #### Agentic AI - Sales Tax and VAT Compliance | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Open** | N/A | N/A | | **Zoho Books** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Open | Zoho Books | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [Billing Software](https://www.g2.com/categories/billing), [Accounting Software](https://www.g2.com/categories/accounting) **Unique to Open (3):** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management), [Expense Management Software](https://www.g2.com/categories/expense-management), [Invoice Management Software](https://www.g2.com/categories/invoice-management) **Unique to Zoho Books (1):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance) --- ## Reviewer Demographics ### By Company Size | Segment | Open | Zoho Books | |---|---|---| | **Small-Business** | 80.0% | 72.3% | | **Mid-Market** | 10.0% | 22.8% | | **Enterprise** | 10.0% | 4.8% | ### By Industry #### Open - **Information Technology and Services:** 40.0% - **Computer Software:** 30.0% - **Media Production:** 10.0% - **Furniture:** 10.0% - **Apparel & Fashion:** 10.0% #### Zoho Books - **Accounting:** 15.9% - **Information Technology and Services:** 14.6% - **Computer Software:** 7.3% - **Marketing and Advertising:** 7.0% - **Education Management:** 2.3% - **Retail:** 2.3% - **Staffing and Recruiting:** 2.0% - **Consumer Goods:** 1.7% - **Apparel & Fashion:** 1.7% - **Consulting:** 1.7% - **Other:** 43.5% --- ## Alternatives ### Alternatives to Open - [Happay](https://www.g2.com/products/happay/reviews) — 4.5/5 stars (433 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4855 reviews) - [Navan (Formerly TripActions)](https://www.g2.com/products/navan-formerly-tripactions/reviews) — 4.7/5 stars (9226 reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) — 4.0/5 stars (3851 reviews) - [Corpay Complete](https://www.g2.com/products/corpay-complete/reviews) — 4.6/5 stars (388 reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) — 4.0/5 stars (7128 reviews) - [Xero](https://www.g2.com/products/xero/reviews) — 4.4/5 stars (1674 reviews) - [Stampli](https://www.g2.com/products/stampli/reviews) — 4.6/5 stars (1955 reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) — 4.4/5 stars (1807 reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) — 4.5/5 stars (977 reviews) ### Alternatives to Zoho Books - [Xero](https://www.g2.com/products/xero/reviews) — 4.4/5 stars (1674 reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) — 4.5/5 stars (977 reviews) - [Wave](https://www.g2.com/products/wave/reviews) — 4.3/5 stars (326 reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) — 4.0/5 stars (3851 reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) — 4.3/5 stars (1766 reviews) - [TallyPrime](https://www.g2.com/products/tallyprime/reviews) — 4.5/5 stars (303 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) — 4.3/5 stars (4265 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4855 reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) — 4.2/5 stars (351 reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) — 4.0/5 stars (906 reviews) --- ## Top Discussions ### Open No discussions available for this product. ### Zoho Books - Title: [What is Zoho Books used for?](https://www.g2.com/discussions/zoho-books-what-is-zoho-books-used-for) — 4 comments > **Top comment:** "Online Accounting and Books" - Title: [Is Zoho Books free?](https://www.g2.com/discussions/is-zoho-books-free) — 2 comments > **Top comment:** "They have a free plan with different customer and revenue restrictions." - Title: [Are Zoho Books good?](https://www.g2.com/discussions/are-zoho-books-good) — 2 comments, 1 upvote > **Top comment:** "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..." - Title: [What is Zoho Books used for?](https://www.g2.com/discussions/what-is-zoho-books-used-for) — 2 comments > **Top comment:** "Accounting purposes." - Title: [How to use Zoho books dashboard effectively??](https://www.g2.com/discussions/how-to-use-zoho-books-dashboard-effectively) — 1 comment, 1 upvote > **Top comment:** "Understand the bar diagram of monthly income and expenses to analyse the company performance monthly " --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/open-financial-technologies-open-vs-zoho-books)