AccountMate vs. Kashflow vs. QuickBooks Online

AccountMate is a great product for wholesale and distributors. It manages the inventory cycles comprehensively, from purchasing to stocking, to sales and delivery. There are a great many tools available to manage inventory, properties, and financials. The availability to have third-party add-ons offers even greater opportunities to meet the needs of the end-user. The system is not really suited for certain types of service industries: legal, medical, and those businesses that invoice on time.

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Perfect for a SME, less so for larger companies with a lot of staff. A reliable application, with few outages and easy to learn how to use for a variety of staff in different positions. Mobile phone app has been bit of a disappointment. Management reporting functionality could be improved.

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QBO is a great solution for small and midsize companies. If the goal is to record all transactions and pull reliable financial reports, QBO is a great option. QBO is also a great solution if most operations are run in a system like Ramp. It syncs well with systems like that and turns the data into something management can use to make decisions. QBO is great because so many people use it. It is easy to find training online, and many people have experience with it.

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• Ease of use
• Ability to easily adapt the solution to fit the needs of the end user
• Integration of data across different platforms

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• Ease of entering purchase data.
• Ease of creating quotes and invoices.
• Email integration.

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• Workflows for accounts payable invoice review are terrific.
• Bill payment allows you to pay vendors online via ACH or check without having to write a physical check, which reduces admin time.
• The cloud based login lends well to a remote or hybrid work environment for staff.
• QuickBooks Online allows you to pre-configure vendors' general ledger expense accounts. This helps with general ledger coding accuracy and consistency.
• QuickBooks Online integrates with Rippling HRIS, Coast, Capital One, JPMorgan Chase, etc., which lends well to an efficient month-end closing and reduced administrative time.

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• Custom reports: The current system uses Crystal Reports, which is a bit cumbersome.
• True cloud-based solution is missing

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• Can be difficult to find information within the application.
• Some of the reporting functionality is weak.
• Functionality for financial planning could be significantly improved upon.

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• I dislike that the online bill pay option through QuickBooks is required for their invoicing.
• The auto-fill portion of the customer setup, specifically the company name, is listed, but it also auto-fills in the name portion, which is inconvenient and time-consuming to remove.

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It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.

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Beyond being overkill for a small org's needs, QBO is constantly stealing screen real estate and attention by hammering users for account upgrades, connecting to one of their approved consultants or buying add-ons. The idea of using a simple configurable bookeeping and light accounting interface is completely missing. At the very least, we should be able to hide functions like inventory that we will never use.

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We have rarely had outages in the last 10 years. I can only recall 2 times in the last 10 years where we were not able to access our client files.

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Everything process has its bugs lately with the new interface. Nothing has worked smoothly since this all began last month.

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In my experience, most representatives keep me on the phone for hours, literally, for a single issue and then usually cannot resolve it satisfactorily. I have 10 open cases that need resolution and, in my experience, there has been NO follow-up communication on any of them.

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The person in charge of QB needs to be very accurate with record keeping and is recommended to stay on top of tasks. The biggest issue we have is reconciliation, and those issues occur only when too much time has occurred between reconciliations

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We use AccountMate for a number of reasons, particularly its ease of use and the ability to customize any part of the system (with source code residing on the end-user system--a HUGE advantage).

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We received an offer for a discounted license for initial use and pretty much got so used to Kashflow, that we have continued with it. There are some frustrations with it, in particular the ability to search and find information. The reporting functionality is also a bit of a disappointment. However, easy for day to day use for the staff and just about sufficient for monthly planning. Some of the integrations like Payroll are not bad.

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As a freelance bookkeeper, the Desktop version of QuickBooks Online doesn't allow for ease of access from any device. Having to be on a computer with the software downloaded creates additional work to gain access to all required filings etc. Also, I personally find the linking functionality on the Online version to be much more streamlined and user friendly.

As we have grown along our professional path, we have also expanded our use of QB. The scalability is easy and features seem to be waiting for you until you need them. We have increased profits by over 10x from our first year in business to the current and have yet to find a reason to look elsewhere

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• Allows us to quickly gain insight into the current and past performance of the company

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• Reliable system
• Minimizes time spent training staff in use
• Good for cash position management

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• QuickBooks has given us a useful portal by which to get an overview of our financials.
• QuickBooks has given us a relatively easy way to send out invoices quickly and efficiently.
• Due to the customization limitations on QuickBooks, we've had to get creative in third-party implementations to better represent our brand and to track financials.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info