ZipBooks vs Daxko Accounting

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

Daxko Accounting 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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Daxko is a cloud-based software solution for businesses operating in the health and wellness industries. It serves non-profit organizations, YMCAs and JCCs. Organizations can access it from anywhere, anytime, with a stable internet connection. It provides integrated technologies, insights and payment methods.

Businesses can involve employees in budgeting processes to ensure accuracy and accountability. It provides financial management modules and allows users to forecast, make budgets and create account charts.
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$15 Monthly, Freemium
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$99 Monthly
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Windows
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Chromebook
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Android
Chromebook
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Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
Webinars
Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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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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  • Better Security: Offer web-based software backed with secure modern data infrastructure. Ensure PCI DSS compliance. 
  • Greater Control: Gain control of who can view, access and modify which areas of the system. Allow 24/7 tool access to employees. 
  • Simplify Budgeting: Simplify budgeting and provide visibility into the last year’s budget. Use a forecasting plan for the upcoming year and check year-end finances. 
  • More Accurate: Provide the staff, executives and board with accurate data and built-in reports like cash flows and financial statements. 
  • Greater Transparency: Visualize trends and get insights into accounts with a custom reporting tool that provides visibility across all operations.  
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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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  • Budgeting and Forecasting: Create realistic forecasts by involving staff in the budget cycle. View previous budget records and use the comparative study to check year-end finances with forecasting. 
  • Account Receivable: Draft invoices, get payments and manage administrative tasks like goods and services billing. Get statements with one click. 
  • Administration: Access and modify data from anywhere, anytime. Offer a flexible chart of the accounts system. Gain complete control with configurable access and permissions. 
  • Reporting: Create real-time reports and check financial stability by funds, branches or programs. Check budget accuracy and success by auditing the general ledger. Access the required data in specific formats with a custom and in-built reporting system. 
  • General Ledger: Manage invoices, track loan status and create journal entries. Connect bank accounts and reconcile transactions. Save time by avoiding repetitive records, invoices and templates. 
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Product Ranking

#33

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Accounting Software

#175

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Accounting Software

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User Sentiment Summary

Excellent User Sentiment 300 reviews
Great User Sentiment 5 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.

84%
of users recommend this product

Daxko Accounting has a 'great' User Satisfaction Rating of 84% when considering 5 user reviews from 1 recognized software review sites.

5.0 (15)
n/a
4.8 (78)
n/a
4.5 (93)
4.2 (5)
4.5 (99)
n/a
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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Intuitive Interface: Users praise Daxko Accounting for its user-friendly design, making it easy to navigate and find the information they need.
Robust Reporting: Daxko Accounting offers a wide range of reporting options, allowing users to generate detailed financial reports for analysis and decision-making.
Streamlined Budgeting: The software simplifies the budgeting process, enabling users to create and track budgets efficiently.
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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 Features: Some users have expressed that Daxko Accounting lacks certain features commonly found in other accounting software, such as advanced reporting capabilities and budgeting tools.
Learning Curve: A few users have mentioned that the software can be challenging to learn initially, especially for those who are not familiar with accounting software.
Customer Support: There have been some complaints about the responsiveness and helpfulness of Daxko Accounting's customer support team.
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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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User reviews suggest Daxko Accounting is a solid, if unexceptional, choice for small businesses and startups, particularly those already integrated with other Daxko products. Users praise its ease of use, highlighting how even those new to accounting can navigate the software and manage tasks like budgeting. This simplicity makes it a good option for organizations without dedicated accounting staff. However, some users find its functionality lacking, particularly its lack of payroll integration, which forces them to use multiple software solutions. While Daxko Accounting offers a decent suite of features, including accounts payable and receivable, general ledger, and robust reporting, it doesn't seem to significantly outperform competitors like QuickBooks or FloQast in any particular area. Its main selling point appears to be its integration with other Daxko products. This seamless integration is particularly valuable for organizations already using Daxko's YMCA or JCC management software, as it streamlines financial processes and reduces the need for manual data entry. However, for organizations not already using Daxko's ecosystem, other accounting software options might offer a more comprehensive or innovative feature set.

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