InnoTrust vs. Zoho Books Comparison


InnoTrust Innovest Systems	Zoho Books Zoho	+	+
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Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2. 76 Ratings Visit Website FreshBooks Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app. 5,454 Ratings Visit Website ALMobile Get ready for AI! Ensure your field data is healthy, accurate, and ready to go. 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About Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking.	About Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies, banks, private banks, and retirement plan administrators seeking a solution for their accounting and reporting needs	Audience Zoho Books is built to help the small business scale. However, the suite is also fully stacked for medium business across all industries.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $10.00/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.2 / 5 ease 4.8 / 5 features 4.2 / 5 design 4.8 / 5 support 4.5 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Innovest Systems Founded: 2000 United States www.innovestsystems.com/innotrust/	Company Information Zoho Founded: 1996 United States www.zoho.com/us/books
Alternatives Dingosoft Trust Accounting Dingosoft	Alternatives FreshBooks
Trust Accountant Cloud Delta Data	Sage Intacct
Resly Resly Solutions	Xero
Zoho Books Zoho	QuickBooks Online Intuit
FASTER FASTER Systems View All	AccountEdge Priority Software US View All
Categories Trust Accounting	Categories Accounting AR Automation Billing and Invoicing Financial Reporting General Ledger GST Law Firm Accounting Medical Accounting Project Accounting Reconciliation Restaurant Accounting School Accounting Trucking Accounting Trust Accounting
Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management	Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator GST Features GST Accounting GST Billing & Invoicing GST Compliance GST Inventory Management GST Reporting GST Tax Credits GST Tax Filing School Accounting Features Accounts Payable Attendance Management Billing & Invoicing Budgeting & Forecasting Class Loading Fixed Asset Management For Private Schools Fund Accounting General Ledger K-12 Payroll Management Purchasing
Integrations Avalara BDB Platform Boss Insights Box Commenda Cone ForwardAI HitPay MLM Soft Orchid Proposify RentSyst Square Payments StarfishETL Zenbridge Zoho Billing Zoho CRM Zoho Directory Zoho IoT eNETEmployer Show More Integrations	Integrations Avalara BDB Platform Boss Insights Box Commenda Cone ForwardAI HitPay MLM Soft Orchid Proposify RentSyst Square Payments StarfishETL Zenbridge Zoho Billing Zoho CRM Zoho Directory Zoho IoT eNETEmployer Show More Integrations View All 198 Integrations
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