MIP Fund Accounting vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
MIP Fund Accounting
Score 8.7 out of 10
N/A
MIP Fund Accounting™ is a configurable fund accounting solution. The solution includes functionality for fund accounting, procurement, budgeting, payroll, human resources, timekeeping, fixed asset management, grant management, and dashboards for nonprofits and government agencies.N/A
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
MIP Fund AccountingWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
MIP Fund AccountingWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
MIP Fund AccountingWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management00 Ratings8.59 Ratings
Workflow management00 Ratings8.27 Ratings
Territory management00 Ratings7.79 Ratings
Opportunity management00 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Interaction tracking00 Ratings6.48 Ratings
Channel / partner relationship management00 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
6.3
8 Ratings
17% below category average
Case management00 Ratings6.28 Ratings
Call center management00 Ratings6.82 Ratings
Help desk management00 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
7.3
7 Ratings
3% below category average
Lead management00 Ratings8.07 Ratings
Email marketing00 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
7.5
9 Ratings
1% below category average
Task management00 Ratings7.77 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
Reporting00 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting00 Ratings8.28 Ratings
Pipeline visualization00 Ratings8.88 Ratings
Customizable reports00 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
7.7
8 Ratings
2% above category average
Custom fields00 Ratings8.48 Ratings
Custom objects00 Ratings7.67 Ratings
Scripting environment00 Ratings7.56 Ratings
API for custom integration00 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability00 Ratings7.05 Ratings
Role-based user permissions00 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
6.6
3 Ratings
9% below category average
Social data00 Ratings6.03 Ratings
Social engagement00 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
MIP Fund Accounting
-
Ratings
Workbooks
4.2
7 Ratings
56% below category average
Mobile access00 Ratings4.27 Ratings
Best Alternatives
MIP Fund AccountingWorkbooks
Small Businesses
QuickBooks Online
QuickBooks Online
Score 8.0 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Sage Intacct
Sage Intacct
Score 8.7 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
MIP Fund AccountingWorkbooks
Likelihood to Recommend
8.8
(429 ratings)
7.0
(18 ratings)
Likelihood to Renew
9.2
(125 ratings)
8.5
(7 ratings)
Usability
8.2
(100 ratings)
7.3
(1 ratings)
Availability
9.8
(15 ratings)
9.1
(2 ratings)
Performance
8.5
(84 ratings)
-
(0 ratings)
Support Rating
7.8
(99 ratings)
8.2
(1 ratings)
In-Person Training
10.0
(8 ratings)
-
(0 ratings)
Online Training
8.4
(7 ratings)
6.4
(1 ratings)
Implementation Rating
6.5
(28 ratings)
-
(0 ratings)
Configurability
8.6
(8 ratings)
-
(0 ratings)
Ease of integration
7.8
(13 ratings)
-
(0 ratings)
Product Scalability
8.7
(15 ratings)
-
(0 ratings)
Vendor post-sale
8.3
(13 ratings)
-
(0 ratings)
Vendor pre-sale
8.1
(13 ratings)
-
(0 ratings)
User Testimonials
MIP Fund AccountingWorkbooks
Likelihood to Recommend
Community Brands
MIP Fund Accounting is well suited to any company that has multiple funding sources and expenses that they need to keep a close track on. In non-profit organizations we are looked at closely and it is important to be able to accurately show where our revenue comes from and where it is going. MIP Fund Accounting can handle that easily. It is not a system I would recommend to a small business as there are so many features that they would not need for the cost to them, at least not the versions we use.
Read full review
Workbooks Online
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Read full review
Pros
Community Brands
  • General Ledger processing, including journal entries and reports
  • Ability to download all reports directly to Excel and PDF formats
  • Use of Grant codes to enable grant reporting by month/quarter/year
  • Ability to have multiple departments and consolidate into groups for reporting
  • Accounts Payable and Accounts Receivable cannot be out of balance
  • Multiple ways to use the product including Cloud and Classic options, Visual menu or Standard (Top of screen) menus to select processes, many options we are not using in our simple organization
Read full review
Workbooks Online
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Read full review
Cons
Community Brands
  • Could be more streamlined
  • Could have a more basic version (it is a step up in complexity from quickbooks)
  • When trying to go back to a previous page/task (the 'done' or 'back' buttons) sometimes do go back too far, but sometimes they do. More consistency of how those buttons work would help.
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Workbooks Online
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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Likelihood to Renew
Community Brands
I would give this software a high ranking for my use of it because I have a lot of experience setting it up properly. What I would like to learn more about this program is it's Drillpoint add on feature as this has a lot of potential to allow managers instant access to their financials and invoices when set up correctly
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Workbooks Online
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
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Usability
Community Brands
I have used this system for about 12 years now and I still learning how to use it. It always surprises me how there is another report to learn to achieve my data reporting goals. It is great to have a system that you have used long enough to feel comfortable with but also a system that allows you to learn new ways to report and enter data into the system
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Workbooks Online
No answers on this topic
Reliability and Availability
Community Brands
I have rarely encountered any issues accessing MIP Fund Accounting over the years. On the rare occasions when availability was interrupted, the reasons were always found in-house when using the on-premises version. Since we have migrated to the MIP cloud, we have had no issues with availability. Any maintenance or updates are always communicated to us and are usually done outside of business hours.
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Workbooks Online
Workbooks CRM never let me down.
Read full review
Performance
Community Brands
We are able to generate reports in any format that we need to show the information that we have in a clear way that is easy for staff and our boards to read. We can easily run the reports agency-wide or break them down by fund or project, showing the details that we need.
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Workbooks Online
No answers on this topic
Support Rating
Community Brands
I have not reached out to MIP for technical support; however, their website offers great help resources so I can solve an issue on my own. Another team member reached out to MIP for support and was helped quickly. The transition process took longer than expected due to a lag in communication.
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Workbooks Online
No answers on this topic
In-Person Training
Community Brands
There are no specifics on what happens if you make one choice or another to know which is the best selection. This is true for JVs and AP. In training we were not given specifics of what happens when one possibility is selected over another.
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Workbooks Online
No answers on this topic
Online Training
Community Brands
Denise O'Malley provided training for the HR module when we added it to our system. Denise also gave us a demo of the EWS module which we were able to see that it would not meet our needs. She was very kind about and understanding regarding the functions we needed with a time clock system.
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Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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Implementation Rating
Community Brands
Don't waste your time with MIP. There are plenty of other softwares out there that will do the job better. Do your homework. Get references from actual users. Make sure that what you choose will truly integrate. Make sure that there is local support. Get training. You will be glad that you passed this one by. Trust me.
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Workbooks Online
No answers on this topic
Alternatives Considered
Community Brands
This is the first time I've worked in the non-profit world. Accounting is somewhat different so I am very glad to be using a product designed specifically for non-profits. Many accounting processes are similar of course, but it is nice to have them tailored to fit the requirements of a non-profit organization.
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Workbooks Online
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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Scalability
Community Brands
The flexibility to create certain features are helpful and are designed to be easier on MIP Accounting Cloud. It has been easier than the MIP Accounting classic version. I may have not fully utilized the software to deploy across multiple departments other than generating revenue reports or expenses. As well as developing budget worksheets for our departments. Which are great as it is, but have not gone farther than that.
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Workbooks Online
No answers on this topic
Return on Investment
Community Brands
  • We don't use all the add-ons, but for the basic accounting that we need it for it is an excellent product. We have been using it since 2001. There are other products on the market, but this suits our needs completely.
  • It is easy to learn, with a lot of online support.
  • New staff learn to use the system quite easily.
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Workbooks Online
  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
Read full review
ScreenShots

MIP Fund Accounting Screenshots

Screenshot of MIP Advance™ Dashboards with drilldownScreenshot of MIP™ Transactions WorkflowScreenshot of MIP DashboardsScreenshot of MIP DashboardsScreenshot of MIP Dashboard drilldownScreenshot of MIP Transactions

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record