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#55

Sage Accounting is ranked #55 in the Budgeting Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Sage Accounting Benefits and Insights

Why use Sage Accounting?

Key differentiators & advantages of Sage Accounting

  • Informed Decision-Making: Gain real-time insights into business processes and discover essential operational metrics and help make well-informed decisions. 
  • Better Internal Control: Enhance control over financial situations and ensure complete accountability by creating automated, configurable processes. 
  • Saves Time: Reduce risk, save time and boost the bottom line with smarter payment management. 
  • Seamless Integration: Connect more effectively with accounting systems and receive a complete view of quotes, sales orders and invoices. 
  • Global Management: Check and manage savings accounts, payments and credit cards for multiple locations with cash management software. 

Industry Expertise

Suitable for accounting firms, real estate, health care, hospitality, nonprofits and wholesale distribution.

Sage Accounting Reviews

Average customer reviews & user sentiment summary for Sage Accounting:

User satisfaction level icon: great

890 reviews

85%

of users would recommend this product

Key Features

  • Account Payables: Automate manual accounts payable processes. Click on approvals to manage workflows and eliminate manual errors. Improve the visibility of the financial information with aged debtor reporting. Set up groups, categories, credit limits and tags for suppliers. Track business expenses across multiple companies to ensure accurate reconciliation of transactions. 
  • Account Receivables: Automate processes, email invoices and generate recurring money for subscription management. Keep track of due dates and provide customers with a multi-currency option to pay according to preference. Ensure timely payments and automatically record and update the accounts receivable reports. Reconcile incoming income, keep track of income and expenses and keep a tab on the accounts receivable status. 
  • Cash Management: Improve cash flow and decision-making by getting a clear picture of where the cash is coming from and where it's going. 
  • General Ledger: Gain the flexibility to set up and proceed with a data-driven business strategy utilizing cloud-based structures and AI. 
  • Order Management: Streamline the most challenging quotes to cash processes by automating the order management cycle, saving time, improving accuracy and increasing profitability. 
  • Invoicing: Create invoices and track them automatically, take card payments directly from the invoice no matter where the customer is located and convert quotes and estimates. 
  • Track Expenses: Connect with banks and automate business expense tracking. Monitor transactions by setting up custom alerts and notifications for due dates. Automatically import the expense data by capturing receipts and bills with a mobile device. Stay on top of expenses by managing stock levels. 
  • Reporting: Get automated and easy-to-read reporting to provide rich insights that help develop strategies. Leverage real-time data to gain a complete overview of outstanding invoices and money owed to suppliers. Track current trends and build profit and loss data, sale, opening and closing balances. 
  • Payments: Use Stripe for quick and easy payments, match invoices in real time and keep finances up to date by tracking paid, pending and viewed invoices. Provide customers with the option to pay the way they want and quickly process credit and debit cards with the pay now option. Match incoming card entries to the invoices automatically. 
  • Stock Management: Set up products and stock reorder levels while customizing purchase, sales, trade, wholesale prices and more to fit business needs. Get real-time data on stock levels and upload existing stock items without any manual intervention. 
  • Billing: Generate personalized invoices, send and track payments, build brands and optimize sales using personalized invoices. Customize billing service for multiple customers at once. Automate routine administrative tasks to track revenue across businesses. 
  • Receipts: Capture, categorize and publish receipts, post bills, invoices and bank statements. Take a picture or drag-and-drop documents like purchase, sales, employee expenses, bank statements and more. Extract and verify transaction data. Set up categories and rules to auto-assign specific uploads to a specific category. Save time and ensure accuracy by enabling auto-publish. 
  • Bank Connections: Import and reconcile transactions to match transactions and save time. Create and split bank transactions, populate and route transactions with intelligent software and eliminate manual entry of bank transactions and reconciliations with online bank reconciliation software. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Limited time reporting. 
  •  No offline access or processing account information.
  •  Slow bank feed syncing. 
  •  Limited API options for individuals. 
  •  No warning for duplicate bank transactions. 

Suite Support

mail_outlineEmail:Gated behind customer support.
phonePhone:(866) 996-7243.
schoolTraining:The platform provides training via an extensive knowledge base with product documentation and support articles. Its University comes with training courses, learning packages, certifications and more.
local_offerTickets:Submit a ticket via the vendor’s site.
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