sage accounting review

Sage Business Cloud Accounting offers many features small business users will appreciate, such as tools for tracking sales, expenses, contacts, banking, and reporting. Sage is affordable and easy to use, with a strong selection of features, including invoicing, reporting and expense tracking. It has a mobile app for both Apple and Android devices that allows you to perform core accounting tasks and monitor your business finances from anywhere. Small business accounting websites don’t have to offer dozens of report templates to be useful to managers who need targeted overviews of their financial data. The number included and their level of customizability should, though, match the depth and breadth of the sites’ features. Their customizability could be better, though, and some unfamiliar language should be changed to more common terms.

sage accounting review

The company’s website hosts a knowledge base, a blog, and how-to videos, and you can buy training courses through Sage University. Customer support agents can be reached through live chat, email or ticket. Other excellent areas of this accounting software are analysis by project and department, automatic sales tax entry, and multiple price levels. With it, you get access to a dashboard equipped with extensive data visualizations for your transactions, giving you a more comprehensive overview of your business anytime, anywhere. Functionalities include supplier purchases and customer sales history, along with bank statement imports, which empower you to manage your banking and cash flow.

Sage Business Cloud Accounting Faqs

Sage | Accounting is an easy to use accounting software for small business owners. It has features to help users forecast their cashflow, send and track invoices, get paid faster, act on real-time reporting and reduce manually data entry. Users can manage their business from anywhere, at anytime from the cloud and with mobile functionality. However, while the software can now compete with other accounting products, this doesn’t mean it can necessarily win — not when it lacks time tracking, project management, and payroll. The Accounting Start plan is also very limited, and you’d get more bang for your buck from free accounting and bookkeeping software such as Wave.

The first entry in the navigation menu on the left takes you to My Dashboard, which first appears as an empty screen because the Dashboard is completely customizable. You can select program pages for multiple Dashboards from lists supplied in the window that opens.

They don’t offer absolutely everything you would need, but it’s a great place to start. This intro package is pretty impressive when it comes to the quality of features you receive for only $10.

In the previous 3 years of trading I had sent out 1 bad invoice. (There used to be, but they removed it!) There is one backup system that they recommend and it does not work. Sage accounting software has a mixture of positive and negative reviews.

About BooksTimec Accounting

On the whole, and specifically in comparison to Sage, one of the benefits that BooksTime offers is their number of plan options. Whereas Sage has two plans for their Business Cloud Accounting software—which despite some differences, aren’t drastically unique—there are four BooksTime Online plans to choose from. The differences between these options—Sage Business Cloud Accounting Start and Sage Business Cloud Accounting—are the specific accounting capabilities and features you receive with your plan. This being said, when it comes to Sage vs. BooksTime, both companies provide numerous software systems and business tools. However, not all of these options are best-suited for small businesses.

  • The software takes very little time to learn and there are plenty of built-in help options to assist you, including a thorough getting started guide.
  • Integration with core Microsoft applications like Excel makes a good product for analytics export into a spreadsheet.
  • By connecting your bank account, transactions can flow directly into Sage
  • Sage One Start is $10 per month, while Sage One Accounting is $25 per month.
  • Users can manually enter billable time and expenses to invoices, but a minor drawback is that the application lacks a built-in feature that streamlines these tasks.

Sage Accounting looks like a good option for accounting software for micro and small businesses, freelancers, and self-employed individuals, judging from all the things I reviewed. Sage Accounting is a platform that offers bookkeeping features for micro-businesses, small businesses, freelancers, and self-employed individuals. The platform comes with a mobile app for people who need to keep track of their finances and make payments while on the move. The Sage Accounting platform is recommended for micro and small businesses, freelancers, and self-employed individuals with basic accounting needs. This platform offers full-service accounting features that help keep track of finances. BooksTimecloud’s customer service is just average when compared to other accounting software services. We like that users can contact them by email or through live chat or chatbot.

Software Integrations

However, the software is a hindrance for small business owners and managers because it’s not very easy to use. Using BooksTimecloud can be difficult for people without experience in accounting and accounting software programs, and it can be difficult to find assistance in the US. A professional accountant can learn BooksTimecloud and master the software, so we recommend using BooksTimecloud if you have an experienced bookkeeper or accountant managing your books. Sage offers a reasonably good experience on both its iOS app and Android app, but it doesn’t do as much as the browser-based interface.

For the very smallest businesses, such as sole proprietors and freelancers, we recommend Editors’ Choice winner BooksTime. After you create your company, BooksTimecloud displays its Setup Guide. The steps in this tool relate mostly to creating records, such as customers and vendors; inventory and service items; and jobs.

In addition to sales, purchases, jobs, and inventory management, BooksTimecloud has its own payroll module and payment services. There are no mobile apps, and the desktop version has an outdated user interface. Its advanced abilities would be overwhelming for many small businesses that need more simplicity and a friendlier, more state-of-the-art user experience.

You can have multiple sales prices for each item and add categories and descriptions. For those who are uncertain of their needs or how accounting software can enhance their business finances, Sage offers a free trial that lets users test the software before making a financial commitment. Inventory item records, too, can be defined and tracked in far greater detail in BooksTimecloud Accounting than in most cloud-based accounting apps. On the first screen alone, you can enter details like UPC/SKU, item type, location, and weight, in addition to the number of units that are currently on hand and committed on sales orders and purchase orders. You can track serial numbers, view item histories, build assemblies, and define item attributes, and more. Pro Accounting, which I review here, starts at $56.08 per month for one person.

Supported Languages

If you’re a newcomer to its functionality then you might find it a little hard going as there’s quite a lot to get through during initial setup. This is done via a Getting Started screen, which incidentally can be switched off if preferred. Sage has been around long enough to realize the potential of offering a product that can be used by the many and varied users that need accountancy solutions. As a result, there are versions available for Windows, Mac, Android, iOS devices like the iPhone and iPad plus the web-based edition for anyone with access to a browser.

  • However, this accounting software has just three payment gateways.
  • Sage Business Cloud Accounting offers two plans, which both offer customer support.
  • We found that you can’t record expense payments without creating a bill first.
  • Sage Business Cloud Accounting also allows for extensive workflow creation and auto-entry of receipts and invoices for smarter expense tracking and easier bookkeeping.
  • Once you’ve created a Dashboard, it displays the financial elements you’ve chosen, each in its own window.

Customers we interviewed agreed that the tool is much more user-friendly for the average user who is not a professional bookkeeper or accountant. If you plan to use your accounting software firsthand, rather than turning everything over to your accountant to manage, user-friendliness is certainly something to keep in mind. Sage doesn’t have a built-in receipt capture tool, which most other accounting tools offer.

What this means is that you can track each month and drill down through them. Usually, these reports were the preserve of professional accountants. You can get started quite easily and create Sales / Customer invoices quickly, and they can be emailed to your customers. It is all point and click stuff and if you only have a few transactions to enter then you can get them done easily, and the ‘’find’’ capability to get the transactions back is quite good.

I Had A Problem Opening Sage On Imac

If your business sells or tracks physical products, Sage Business Cloud Accounting can track inventory, reorder products and manually adjust stock quantities as needed. If you carry a large number of items, you can bulk-import the list via spreadsheet, which saves you a lot of manual data entry. The software also allows you to mark multiple sales prices for each item, add product descriptions, and categorize them as you see fit. Finally, Sage’s mobile app enables you to create and send invoices, snap photos of receipts, record any expenses, and monitor the health of your business finances at a glance. This means you can keep accurate, thorough and painless accounting records on the go.

sage accounting review

The data is then presented in an easy to digest form showing how many people had positive and negative experience with Sage Business Cloud Accounting. With that information at hand you should be equipped to make an informed buying decision that you won’t regret. Users can manually enter billable time and expenses to invoices, but a minor drawback is that the application lacks a built-in feature that streamlines these tasks. On top of that, you can track bills, manage vendors, and enter data about inventory items into this system such as categories, descriptions, and pricing. However, the software does not track inventory or print checks. Sage is one of the only accounting providers to charge extra for receipt scanning and categorization. Scanning, uploading, and tracking receipts is a basic expense tracking feature, every other major accounting provider includes it for free.

But its interface is dated and it lacks time tracking, purchase orders, payroll, and add-ons. It would be hard to imagine a mobile app that encapsulated absolutely every one of BooksTimecloud Accounting’s features. The company does offer Sage Capture, which lets you take photos of receipts and enter data on expense forms to accompany them.

With each invoice, you’ll be able to email the invoice or share it with a link, print a packing slip, make the invoices recurring, or void the charges. Not only with the lack of capabilities and difficulty in using the software but even worse, with their billing department. Some clients were charged for software that I had already paid for. I am absolutely at a loss as to how they are still in business.

There are more than 20 different kinds of reports that Sage Business Cloud Accounting will generate so that you can actively monitor the performance of your company whenever you like. You will be able to access information on Expenses, Sales, a Cash Flow Statement and Cash Flow Forecasts from tabs on the website. You will also be able to display the information in chart form, which can be a great way to visualize the health of your company. My book keeper says there is no support when there are problems. Within the last 2 years there has been at least 2 occasions when we have been overbilled or billed for product we never asked for. The payroll module lacks ability to calculate statutory holiday pay in Ontario.

Number or Social Security number, along with banking details for electronic payments. Overall Sage Business Cloud Accounting is a solid business accounting platform for SMEs that don’t need to track billable hours or create recurring invoices.

  • Check out these alternative options for popular software solutions.
  • For project-based businesses, a comparison report of budgeted costs and actual costs is vital for evaluating performance.
  • Sage offers an online support system called Sage Knowledgebase.
  • The biggest advantages Sage offers are the many, many integrations available.

We think that first-time users will have a hard time understanding the flow of the software. We recommend BooksTimecloud Accounting for small and midsize businesses looking for a scalable desktop accounting program that offers remote data access. Sage Business Cloud Accounting scored fairly well in all areas except fixed assets and customer service. However, we found that Sage Business Cloud Accounting can’t keep up in areas where its direct competitors excel. But, given its low price, we still see potential in Sage Business Cloud Accounting for small business accounting. BooksTime will do it almost as well as BooksTime for a higher cost and with less support. It’s also a lot harder to find an accountant that works with Sage and actually knows what they’re doing.

I have recently discovered Xero and moved my accounting practice to this software. I now recommend Xero to my clients and given its simplicity I can foresee clients taking charge of their own bookkeeping and getting rid of their existing bookkeepers. BooksTime I have spent too many hours on hold or on a call with their tech support. If it weren’t for the fact that some clients have been using this software for years and are reimbursing me for the cost of the software, I would not be using it.

The service was originally called Sage One but has morphed into a beefier package that differs from Sage’s 50cloud option. The most obvious BooksTime benefit of Sage Business Cloud Accounting is that you gain the flexibility and scalability provided by having a cloud back-end.

Author: David Ringstrom