Vertex vs. Zoho Books: Which is Best? - Wheelhouse

Vertex vs. Zoho Books: Which is Best?

Vertex vs. Zoho Books Best Overall: Vertex

In our comparison of Vertex vs. Zoho Books, Vertex is the best option with a higher overall Wheelhouse Score. Wheelhouse Score uses a combination of feature and pricing comparison data, average user ratings, and editorial reviews to score software vendors on a scale of 1-10.

Quick Info

Vertex Quick Info
WH Score:
8.4
Pricing Score:
8.1
Feature Score:
7.9
Usability Score:
8.1
Company Size:All Sizes
Platforms:
Zoho Books Quick Info
WH Score:
8.3
Pricing Score:
7.7
Feature Score:
7.4
Usability Score:
8.0
Company Size:All Sizes
Platforms:

Pricing

Vertex Pricing
Price Range
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* Vendor does not share prices.

Zoho Books Pricing
Free
Free
per user / per month
Standard
Free
per user / per month
Professional
Free
per user / per month
Premium
Free
per user / per month
Elite
Free
per user / per month
Ultimate
Free
per user / per month

Features

Vertex Features
  • General Ledgers
  • Invoicing & Billing
  • Receivables & Collections
  • Reconciliations
  • Payment Processing
  • Billing Model Management
  • Tax Registration
  • Tax Calculation & Filing
  • Tax Zone Detection
  • Tax Policy Management
  • Tax Law Updates
  • Expense Allocation
  • Scan & Upload Receipts
  • Approve/Reject Fund Requests
  • Spend Limits
Zoho Books Features
  • General Ledgers
  • Invoicing & Billing
  • Receivables & Collections
  • Reconciliations
  • Payment Processing
  • Billing Model Management
  • Tax Registration
  • Tax Calculation & Filing
  • Tax Zone Detection
  • Tax Policy Management
  • Tax Law Updates
  • Expense Allocation
  • Scan & Upload Receipts
  • Approve/Reject Fund Requests
  • Spend Limits

Pros & Cons

Vertex Pros & Cons
Pros
  • Customizable software, effective sales tax management process, workflow automation.
Cons
  • Support team not helpful.
Zoho Books Pros & Cons
Pros
  • Most of our clients use this software for business and personal issues after learning how to use it based on our suggestions
  • The ability to upload receipts and an available electric copy for safekeeping and documentation functions is one of this software's highly rated features
  • It also helps and saves time by scanning invoices automatically
  • Reports generated are timely hence helpful, enabling our clients and team maintain updated financial records.
Cons
  • Customizing invoices is hard
  • That was the only major challenge I encountered.

Reviews

Vertex Reviews
Top Favorable Review
R
Rick
Reviewed on Jul 2, 2021

Vertex has excellent customization options, however gaining the required customizations might be laborious and time-consuming. Vertex automates tax rate and rule adjustments to aid with sales tax management and returns preparation issues.

Customizable software, effective sales tax management process, workflow automation

Configuration process is complex and time-consuming

Top Critical Review
P
Peter
Reviewed on Jul 2, 2021

While Vertex's customer support is subpar, its automated tax calculations on invoices and sales orders are a huge advantage. Vertex also eliminates the need to spend time and effort manually updating new US tax regulations.

Tax workflow automation, legal compliance

Support team not helpful

Zoho Books Reviews
Top Favorable Review
M
Mary
Reviewed on Jul 2, 2021

Most of our clients use this software for business and personal issues after learning how to use it based on our suggestions. The ability to upload receipts and an available electric copy for safekeeping and documentation functions is one of this software's highly rated features. It also helps and saves time by scanning invoices automatically. Reports generated are timely hence helpful, enabling our clients and team maintain updated financial records.

Combination of Zoho books and Zoho expense requires many updates as it is confusing due to the presence of bugs upon use. Hopefully, this complication can be resolved by a future update. All in all, I recommend this highly remarkable software.

Top Critical Review
C
Catherine
Reviewed on Jul 2, 2021

It has many wonderful features, it is cloud- based, integrates well with Shopify and woocommerce, and security is assured and good too.

Customizing invoices is hard. That was the only major challenge I encountered.

Alternatives

Vertex Alternatives
Zoho Books Alternatives
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Vertex vs. Zoho Books: Detailed Comparison

Vertex vs. Zoho Books Top Ratings & Reviews: Zoho Books

In our rating and review comparison of Vertex vs. Zoho Books, Zoho Books has 32 user reviews and Vertex has 19. The average star rating for Zoho Books is 4.21 while Vertex has an average rating of 4. Zoho Books has more positive reviews than Vertex. Comparing Vertex vs. Zoho Books reviews, Zoho Books has stronger overall reviews.

Vertex vs. Zoho Books Best Features & Functionality: Vertex

Vertex vs. Zoho Books both offer a strong set of features and functionality including Accounting Features, Cash Flow Management, Tax Management, Supported Tax Forms, Exemption Certificate Management, Payment Options, Inventory Management, File Management, Signature Management, Signature Types, Appointments/Scheduling, Reminders/Alerts, Workflow Automation, Reporting & Analytics, Data Management, Data Migration, Systems/Administrative, Integration Options, Third-Party Integrations, Supported Technologies, Compliance Accreditations, After-Sales Service. In our feature comparison of Vertex vs. Zoho Books, Vertex offers more of the most popular features and tools than Zoho Books.

Vertex vs. Zoho Books Best Pricing: Zoho Books

In our pricing comparison of Vertex vs. Zoho Books, Zoho Books's pricing starts at Free/month and is more affordable compared to Zoho Books's starting cost of Free/month.

Vertex vs. Zoho Books Best Usability: Vertex

Our comparison of Vertex vs. Zoho Books shows that Vertex scores higher in usability for learning curve, quality of support. Zoho Books scores higher in ease of use, meets requirements, setup & support, ease of admin, but Vertex has the best scores overall for system usability.

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