ZipBooks vs Tallie

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Our analysts compared ZipBooks vs Tallie based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

Tallie Software Tool

Product Basics

ZipBooks is a cloud-based accounting and invoicing platform designed for entrepreneurs and small businesses. It works independently or with certified accountants who will prepare monthly financial statements for a user's business.

It's also available as an iOS app with credit card processing, chart of accounts, business listings, machine learning, time tracking, team management and other capabilities that are specifically designed for the app.
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Tallie is a mobile and online expense management tool built specifically for smaller businesses. It’s easy-to-use and minimizes the possibility of duplicate entry or manual error. A global provider — it makes the process simpler to navigate.

Integrations seamlessly connect with core accounting systems like Xero, QuickBooks Online, QuickBooks Desktop, Sage Intacct or NetSuite. The vendor partners with bill.com to ensure that sending money goes smoothly. It helps businesses stay ahead while managing funds and reconciling credit cards with rapid receipt scanning, automatic report generation, duplicate de-duping and on-the-go mileage tracking.
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$15 Monthly, Freemium
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Tailored to your specific needs
$90 Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • User-Friendly Interface: Users don't require a master's degree in accounting to operate ZipBooks because its features and interface are intuitive, making it easy to use no matter the level of experience.  
  • Affordable: ZipBooks offers four payment options with distinct features such as free, smarter, sophisticated and the accountant plan offers adjustable pricing. This makes it a viable option for anyone with a small budget, such as small businesses or freelancers trying to get their careers off the ground. 
  • Knowledgeable Experts: ZipBooks' certified bookkeepers can provide users with financial advice and recommendations when assisting with accounting practices. 
  • Record and Document Tasks: Keeping track of every task, project and file can be cumbersome. Thanks to ZipBooks, users can create and allocate responsibilities to specific projects so everything is chronicled and accessible in one place.  
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  • Accessible: Take a picture of the receipt and upload it via app or email to keep it safe. Use credit cards to reconcile transactions automatically. Populate expense data like merchant, date and amount from the receipt image via OCR. 
  • Better Communication: Keep everyone on the same page with multi-layered approval chains. Allow managers to communicate from one place by annotating reports and sending everyone system-generated reminders. 
  • Simple Implementation: Work with a dedicated team assisting during the switch. Check for duplicate transactions, policy violations and route the expense report to the approver for approval. 
  • Comprehensive View: Gain a holistic perspective of all processes — from expense submission to report to ensure timely processing. 
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  • Accountant Access: Users can easily share information with accountants and financial experts with ZipBooks' accounting accessory. This tool enables users to effortlessly track routine transactions and extend completely accurate data for filing taxes, preparing financial reports and asking for sound financial advice to their accountants. The accounts receivable feature enables users to monitor invoices and payments so the money they make and amounts they owe will promptly update in their accounts receivable reports. Users can also review what their clients have already paid, outstanding amounts and the normal amount of time it takes them to pay. Transactions made outside of ZipBooks can be added manually for full accuracy. 
  • Oversee Accounts Receivable: The accounts receivable tool enables users to review their accounts receivable history while also providing smart insights on which particular accounts are paying in a rational timeline. This module also extends an elaborate list of customers who make late payments so users can establish more payment reminders. Users can also create a snapshot of general payment trends in a given year for proper budgeting.  
  • Perform Accurate Bank Reconciliations: Users can employ the bank reconciliation extension in the accounting tool to automatically transfer transaction information into their ZipBooks account so they can always see the most current account balance. This function also allows users to sort and study transactions by placing a checkmark on each transaction that appears on users' bank statements. ZipBooks will even monitor transactions that aren't verified so users will always stay in the know about their finances. Other extensions included within the accounting tool include bank connecting, auto-categorization, chart of accounts, project accounting and tagging. This tool is also supplied with several reports such as aging, balance sheet, general ledger, income statement, taxes invoiced and trial balance. 
  • Regulate Billing Processes: ZipBooks' billing management accessory allows users to choose regular or subscription-based invoicing for constant billing to fit their needs. Users can personalize their invoices with logos, particular colors and contact information. This tool can also trace customer payments, invoice history, overdue balances and collected taxes and alert users when an invoice has been paid. The credit card processing extension enables users to accept payments from every major credit company from approximately 22 various countries. Users can also take digital payments from Square and PayPal.  
  • Initiate Concurrent Bills: Thanks to the recurring billing function, users can set up future payments and never worry about them getting to the right customer again. There are dynamic features users can adjust to instantly autofill invoices with precise customer information. This function can immediately bill customer credit cards on a monthly basis and securely store credit card information. Other functions that come with the billing module include estimates, invoices, customer management, mobile access, multi-currency, reminders, saved items, team management and time tracking.  
  • Machine Learning Insights: ZipBooks' machine learning function of the intelligence module is similar to adding a supercomputer to a user's team because it blends work with research to immediately pick a category for each transaction. The more users work with the machine learning tool, the more it can learn about the way they chronicle and sort their transactions until it can auto-categorize. If there's a classifying error, users can make the correction and the extension will learn from its mistakes. The machine learning function will also categorize every bank transaction that a user imports and provide a confidence score based on their accounting knowledge and history.  
  • Thorough Business Wellness Check: Users can implement the business health score extension to check and finetune the health of their business that will aid in making better business decisions. This function can search for concurrent clients, punctual payments, sales growth and repeating revenue. Other helpful functions within the intelligence accessory include invoice quality score, recommendations and smart search.  
  • Manage Billable Expenses: To get reimbursed for expenses users' business accrue for customers such as paint supplies needed to paint a house or parts to fix a car, users can develop a transaction, mark it as billable and add the name of the client to be billed with the billable expenses function in the expense management tool. The expense will be added to the customer's invoice. The vendor management extension enables users to view expense histories, keep vendor contact information updated, and review payments owed. When users attach a bill or expense to a vendor's name, ZipBooks will instantly pinpoint general contacts as vendors. If users no longer use someone as a vendor but want to keep their contact information handy, they can easily change the name back to contact. Other functions included in the expense management module include receipt saving and split categories. 
  • Deliver Review Invitations: ZipBooks' growth accessory's reviews extension enables users to automatically or manually send invitations via email or text message to clients to review their business online. Users can employ ZipBooks' widget component to share customer reviews onto their website. This extension also allows users to reply to customer reviews on Google, Facebook, Yelp and other platforms. 
  • Locate and Manage Search Ranks: The ranking function in the growth module permits users to see where their business ranks in search results based on specific keywords customers may use when searching for a business, service or product on maps, computers or mobile search apps. Users can accordingly add keywords for more insight and install parameters to identify searches within particular target areas. This function also allows users to track the progress of their rankings such as rising, falling or consistencies. Other extensions within the growth accessory include widgets and business listings.  
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  • Cloud-Based Platform: Access it anytime and anywhere with a stable internet connection. Ensure airtight security and share and collaborate with ease. Reduce paperwork and take better control of financial processes.  
  • Drag-and DropInterface: Provide users with a simple drag-and-drop user interface. Create an expense report with a single click. Check for duplicates and policy validation before report submission. 
  • Report Photo: Take a photo from any Android or iOS mobile phone and generate an expense report. Drag the receipt from the desktop to the browser or forward an email with the HTML content. 
  • Mileage Calculation: Claim mileage reimbursement at the standard IRS rate or the company’s custom rate with the intuitive tool. Dynamically generate a map for visual reference with its mileage tracking feature that comes with GPS. 
  • Automatic Data Population: Generate an expense entry and send it to the account with critical information like merchant date, expense category and dimensional classification by scanning the receipt. 
  • Optical Character Recognition: Run every proof of purchase image through the OCR and scan crucial information to generate a report. Minimize manual entry by automatically scanning receipts. 
  • Category Mapping: Make use of machine learning algorithms to assign categories mapped to chart the accounts. Auto extract the expense category along with the relevant data. 
  • Duplication Detection: Compare every new expense with the previous ones to ensure there’s no duplicate entry. Reduce the risk of data error and boost productivity. 
  • Credit Card Reconciliation: Group transactions into expense reports to reconcile a report against a statement. Run accrual information and issue credit cards. 
  • Bill.com Integration: Access bill payments and expense reports through a partnership with bill.com. 
  • Convenient Mobile Version: Use the app on mobile and record all receipts by taking pictures. Get the freedom to work from anywhere. Save money by streamlining day-to-day SMB bookkeeping. 
  • Centralized System: Centralize expense submission and approval. Standardize accounting processes and improve staff productivity. 
  • Free Trial: Get a 14-day free trial without signing up or submitting any credit card details. 
  • Expense Portal: Upload and record all portal expenses instead of entering everything to a spreadsheet. 
  • Pre-Set Rules: Check policy violations and duplicate transactions based on the pre-set controls to ensure compliance. Free staff from having to dig through the system to check for potential mistakes. 
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Product Ranking

#33

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Accounting Software

#29

among all
Accounting Software

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User Sentiment Summary

Excellent User Sentiment 300 reviews
Great User Sentiment 90 reviews
92%
of users recommend this product

ZipBooks has a 'excellent' User Satisfaction Rating of 92% when considering 300 user reviews from 5 recognized software review sites.

86%
of users recommend this product

Tallie has a 'great' User Satisfaction Rating of 86% when considering 90 user reviews from 2 recognized software review sites.

5.0 (15)
n/a
4.8 (78)
n/a
4.5 (93)
4.33 (45)
4.5 (99)
4.3 (45)
4.1 (15)
n/a

Awards

ZipBooks stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Free Plan: ZipBooks offers a free plan that includes unlimited invoices, the ability to accept digital payments, and basic reporting features, making it a cost-effective solution for freelancers and small businesses with basic accounting needs.
User-Friendly Interface: The platform is known for its intuitive and easy-to-navigate interface, allowing users to quickly create professional invoices, track expenses, and manage their finances without extensive accounting knowledge.
Time Tracking: ZipBooks includes time-tracking tools that enable users to accurately record billable hours for projects and clients, simplifying the process of generating invoices based on actual time spent.
Integrations: ZipBooks integrates with popular payment gateways like PayPal and Square, as well as other business tools such as Slack and Google Calendar, streamlining workflows and reducing manual data entry.
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Expense Report Creation: Tallie streamlines the expense report creation process, allowing users to easily capture receipts, categorize expenses, and submit reports for approval.
Mobile App: The mobile app enables users to manage expenses on-the-go, offering convenience and flexibility for business travelers.
Integrations: Tallie integrates with various accounting software and travel booking platforms, facilitating seamless data transfer and reducing manual data entry.
Policy Compliance: The software helps enforce company expense policies by automatically flagging out-of-policy expenses, ensuring compliance and reducing the risk of errors.
Credit Card Reconciliation: Tallie simplifies credit card reconciliation by automatically matching credit card transactions with receipts and expense reports.
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Limited Integrations: ZipBooks may not integrate with all the applications a business uses, potentially leading to manual data entry and reduced efficiency.
Scalability Concerns: Some users have expressed concerns about ZipBooks' ability to handle the needs of larger businesses or those with more complex accounting requirements as they grow.
Customer Support: While ZipBooks offers support, some users have reported challenges in obtaining timely or comprehensive assistance for their inquiries.
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Limited Functionality for Project Accounting: Tallie's features may not fully cater to the needs of project-based businesses, especially those requiring intricate job costing or revenue recognition functionalities.
Mobile App Limitations: The mobile app, while convenient for expense tracking, may lack some of the more advanced features available in the web version, potentially hindering comprehensive expense management on the go.
Learning Curve: Users accustomed to other expense management software might initially find Tallie's interface and workflow to require an adjustment period.
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ZipBooks: Accounting made easy. ZipBooks is a cloud-based accounting software that helps small businesses manage their finances, but how does it stack up against the competition? Users appreciate its ease of use and affordability, making it a great choice for those who are new to accounting software or have a limited budget. The platform offers features like invoicing, expense tracking, and basic reporting, which are essential for many small businesses. However, some users have noted that ZipBooks lacks more advanced features found in other accounting software, such as inventory management and in-depth financial reporting. Additionally, customer support has received mixed reviews, with some users finding it helpful while others have experienced challenges. One of ZipBooks' unique features is its integration with popular business apps like QuickBooks, Google Drive, and Salesforce, allowing for seamless data transfer and increased efficiency. The software also includes project management tools, which can be beneficial for businesses that need to track time and tasks. ZipBooks offers a free starter plan, making it an attractive option for budget-conscious businesses. Paid plans provide additional features, such as payroll integration and reputation management. Overall, ZipBooks is a solid choice for freelancers and small businesses that prioritize ease of use and affordability. However, businesses with more complex accounting needs or those requiring extensive customer support may want to explore other options like QuickBooks Online or Xero.

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Looks like Tallie's got users balancing the books on whether it's a hit or miss. While some sing its praises, others aren't totally sold. Let's tally up the good, the bad, and the 'meh' to see if this expense management software adds up for your business. Fans of Tallie rave about its user-friendly interface and seamless integration with accounting software like QuickBooks and Xero. The mobile app gets a thumbs-up for its receipt-scanning feature, making expense tracking a breeze. Tallie also wins points for its customizability, allowing businesses to tailor approval workflows and expense categories to their specific needs. On the flip side, some users find the reporting features a bit clunky and limited. Others mention occasional glitches and syncing issues, which can be a real headache. When it comes to pricing, Tallie falls somewhere in the middle of the pack – not the cheapest, but not the most expensive either. So, who should consider joining the Tallie team? It seems like a good fit for small to medium-sized businesses that need a user-friendly expense management solution with solid accounting software integration. However, if robust reporting is a top priority, you might want to explore other options. And if you're on a tight budget, there might be more cost-effective solutions out there. Ultimately, the best way to know if Tallie is right for you is to take it for a spin yourself.

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