What users are saying about

Abila MIP Fund Accounting

Top Rated
601 Ratings

Workbooks

Top Rated
28 Ratings

Abila MIP Fund Accounting

Top Rated
601 Ratings
Score 7.9 out of 101

Workbooks

Top Rated
28 Ratings
Score 8.6 out of 101

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Likelihood to Recommend

Abila MIP Fund Accounting

I believe Abila is suited for organizations that have complex funding structures. Especially those organizations who have multiple funding sources with agencies that require different expense coding to ensure expenses are properly classified. I think Abila is not appropriate for small organizations whose chart of accounts may be less complex in addition to a lower operating budget.
Donavan Lam, CPA profile photo

Workbooks

Best suited in my experience to products with a set price list, although services and bespoke products can be catered for with some more work
Chris Hood profile photo

Feature Rating Comparison

Payroll Management

Abila MIP Fund Accounting
8.0
Workbooks
Pay calculation
Abila MIP Fund Accounting
8.6
Workbooks
Benefit plan administration
Abila MIP Fund Accounting
8.1
Workbooks
Direct deposit files
Abila MIP Fund Accounting
8.7
Workbooks
Salary revision and increment management
Abila MIP Fund Accounting
7.3
Workbooks
Reimbursement management
Abila MIP Fund Accounting
7.3
Workbooks

Customization

Abila MIP Fund Accounting
7.3
Workbooks
7.8
API for custom integration
Abila MIP Fund Accounting
7.4
Workbooks
7.5
Plug-ins
Abila MIP Fund Accounting
7.3
Workbooks
Custom fields
Abila MIP Fund Accounting
Workbooks
8.4
Custom objects
Abila MIP Fund Accounting
Workbooks
7.6
Scripting environment
Abila MIP Fund Accounting
Workbooks
7.5

Security

Abila MIP Fund Accounting
8.3
Workbooks
7.5
Single sign-on capability
Abila MIP Fund Accounting
8.3
Workbooks
7.0
Role-based user permissions
Abila MIP Fund Accounting
8.4
Workbooks
8.0

Reporting & Analytics

Abila MIP Fund Accounting
7.4
Workbooks
Dashboards
Abila MIP Fund Accounting
6.5
Workbooks
Standard reports
Abila MIP Fund Accounting
7.8
Workbooks
Custom reports
Abila MIP Fund Accounting
7.9
Workbooks

General Ledger and Configurable Accounting

Abila MIP Fund Accounting
7.5
Workbooks
Accounts payable
Abila MIP Fund Accounting
8.5
Workbooks
Accounts receivable
Abila MIP Fund Accounting
8.1
Workbooks
Cash management
Abila MIP Fund Accounting
8.0
Workbooks
Bank reconciliation
Abila MIP Fund Accounting
8.4
Workbooks
Expense management
Abila MIP Fund Accounting
8.0
Workbooks
Time tracking
Abila MIP Fund Accounting
7.2
Workbooks
Fixed asset management
Abila MIP Fund Accounting
7.6
Workbooks
Multi-currency support
Abila MIP Fund Accounting
6.2
Workbooks
Multi-division support
Abila MIP Fund Accounting
8.1
Workbooks
Regulations compliance
Abila MIP Fund Accounting
7.9
Workbooks
Electronic tax filing
Abila MIP Fund Accounting
7.6
Workbooks
Self-service portal
Abila MIP Fund Accounting
5.7
Workbooks
Standardized Processes
Abila MIP Fund Accounting
6.6
Workbooks

Inventory Management

Abila MIP Fund Accounting
4.2
Workbooks
Inventory tracking
Abila MIP Fund Accounting
7.3
Workbooks
Automatic reordering
Abila MIP Fund Accounting
1.0
Workbooks
Location management
Abila MIP Fund Accounting
7.7
Workbooks
Manufacturing module
Abila MIP Fund Accounting
1.0
Workbooks

Order Management

Abila MIP Fund Accounting
4.7
Workbooks
Pricing
Abila MIP Fund Accounting
6.7
Workbooks
Order entry
Abila MIP Fund Accounting
6.8
Workbooks
Credit card processing
Abila MIP Fund Accounting
2.5
Workbooks
Cost of goods sold
Abila MIP Fund Accounting
2.7
Workbooks

Accounting Firm BPO Features

Abila MIP Fund Accounting
7.0
Workbooks
Client data roll-up capabilities
Abila MIP Fund Accounting
7.9
Workbooks
Configurable alerts
Abila MIP Fund Accounting
7.1
Workbooks
Billing bypass
Abila MIP Fund Accounting
6.5
Workbooks
Client template cloning
Abila MIP Fund Accounting
7.6
Workbooks
Single sign-on
Abila MIP Fund Accounting
4.5
Workbooks
Industry-specific versioning
Abila MIP Fund Accounting
8.3
Workbooks
Legacy system data migration
Abila MIP Fund Accounting
7.0
Workbooks

Sales Force Automation

Abila MIP Fund Accounting
Workbooks
7.7
Customer data management / contact management
Abila MIP Fund Accounting
Workbooks
8.5
Workflow management
Abila MIP Fund Accounting
Workbooks
8.2
Territory management
Abila MIP Fund Accounting
Workbooks
7.7
Opportunity management
Abila MIP Fund Accounting
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Abila MIP Fund Accounting
Workbooks
6.4
Contract management
Abila MIP Fund Accounting
Workbooks
7.2
Quote & order management
Abila MIP Fund Accounting
Workbooks
7.6
Interaction tracking
Abila MIP Fund Accounting
Workbooks
6.4
Channel / partner relationship management
Abila MIP Fund Accounting
Workbooks
8.4

Customer Service & Support

Abila MIP Fund Accounting
Workbooks
6.3
Case management
Abila MIP Fund Accounting
Workbooks
6.2
Call center management
Abila MIP Fund Accounting
Workbooks
6.8
Help desk management
Abila MIP Fund Accounting
Workbooks
5.8

Marketing Automation

Abila MIP Fund Accounting
Workbooks
7.3
Lead management
Abila MIP Fund Accounting
Workbooks
8.0
Email marketing
Abila MIP Fund Accounting
Workbooks
6.6

CRM Project Management

Abila MIP Fund Accounting
Workbooks
7.5
Task management
Abila MIP Fund Accounting
Workbooks
7.8
Billing and invoicing management
Abila MIP Fund Accounting
Workbooks
6.8
Reporting
Abila MIP Fund Accounting
Workbooks
7.8

CRM Reporting & Analytics

Abila MIP Fund Accounting
Workbooks
8.6
Forecasting
Abila MIP Fund Accounting
Workbooks
8.2
Pipeline visualization
Abila MIP Fund Accounting
Workbooks
8.8
Customizable reports
Abila MIP Fund Accounting
Workbooks
8.8

Social CRM

Abila MIP Fund Accounting
Workbooks
6.6
Social data
Abila MIP Fund Accounting
Workbooks
6.0
Social engagement
Abila MIP Fund Accounting
Workbooks
7.3

Integrations with 3rd-party Software

Abila MIP Fund Accounting
Workbooks
6.8
Marketing automation
Abila MIP Fund Accounting
Workbooks
6.7
Compensation management
Abila MIP Fund Accounting
Workbooks
7.0

Platform

Abila MIP Fund Accounting
Workbooks
4.3
Mobile access
Abila MIP Fund Accounting
Workbooks
4.3

Pros

  • Streamlined our workflow and guides employees so that they perform our processes accurately every time.
  • Increased security by only allowing employees to see what they require to perform their jobs and nothing else.
  • Made a lot of our paperwork digital such as POs and invoices.
  • Very cost effective. You get a lot of product for the price.
  • Also has some wonderful components like HR and digital time clocks.
Wesley Bond profile photo
  • Flexibility
  • Ease of configuration to suit specific requirements
  • Inter-connectivity with other applications
  • Friendly user interface
  • Extent of capability to support multifaceted businesses
Brendan Harris, MBA profile photo

Cons

  • Reports could be more functional - have the ability to have both GLs and check numbers on reports
  • Some issues with license validation at random the software will decide not to work
  • Addition of new features more often
  • Add address verification support like ADP. ADP can verify addresses without having to google.
Luis Godoy profile photo
  • We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
  • The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
  • Can sometimes be a little slow and goes down from time to time but this is fairly rare
David Carter profile photo

Likelihood to Renew

Abila MIP Fund Accounting8.8
Based on 35 answers
It never gives us problems, and meets most of our needs.
Jeffrey Chapman profile photo
Workbooks8.5
Based on 7 answers
Workbooks has become a very valuable part of the organization and we are able to manage our customer base remotely.
No photo available

Usability

Abila MIP Fund Accounting8.6
Based on 33 answers
The system is very usable from my point of view - we have not experienced any difficulty in the daily functions
Christine Ulshoffer profile photo
Workbooks7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Abila MIP Fund Accounting8.9
Based on 6 answers
The only time we have had a big issue is when our server went out, and this was not a MIP issue
Frances LeClair profile photo
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Performance

Abila MIP Fund Accounting9.9
Based on 6 answers
We have had problems with MIP's ability to integrate with other software or systems. Just makes for a longer shopping time when searching for products we need to integrate with MIP
Frances LeClair profile photo
No score
No answers yet
No answers on this topic

Support

Abila MIP Fund Accounting8.4
Based on 30 answers
They consistently provide quality, knowledgeable service to my questions and concerns. The only reason I am not giving them a 10 is because recently the hold time on the telephone has been much longer than in the past. the quality of the customer service, once I speak to a representative continues to be of a high quality, but the delays are atypical of previous encounters.
Jeffrey Chapman profile photo
Workbooks8.2
Based on 1 answer
No answer on this topic is available.

In-Person Training

Abila MIP Fund Accounting7.9
Based on 6 answers
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.
Christine Frenzel profile photo
No score
No answers yet
No answers on this topic

Online Training

Abila MIP Fund Accounting9.9
Based on 3 answers
Personalized training provided for our organization
karen hoffman profile photo
Workbooks6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA profile photo

Implementation

Abila MIP Fund Accounting6.9
Based on 19 answers
MUST have a good partner to guide you through the set up steps. A seasoned organization is imperative. They can help navigate issues because they have dealt with them before.
Jan Crockett profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

I was not part of the selection for MIP and don't have anything to compare.
Bianca Jurczak profile photo
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.
Adam Grieve profile photo

Scalability

Abila MIP Fund Accounting8.9
Based on 6 answers
Not real sure what you mean by scalability. It seems to be able to handle all of the funds we are currently working with. If you mean the looks of it, some things are small and it would be nice to increase the size according to the user.
Frances LeClair profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Great! [We] always able to improve processes & reporting.
Raquel Dean (De Leon) profile photo
  • Complete client profiling
  • Greater opportunity visibility acrioss the practice
  • Effective campaign management
No photo available

Pricing Details

Abila MIP Fund Accounting

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Abila MIP Fund Accounting Editions & Modules
Abila MIP Fund Accounting
Additional Pricing Details

Workbooks

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Workbooks Editions & Modules
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details