Likelihood to Recommend
[Catalyst, by EBM Software] is well suited to track invoices from vendors to get them paid on time to avoid late fees. [Catalyst, by EBM Software] is less appropriate when paying vendor because that is not a function they currently have. If the system was an all in one system that could track and pay your invoices it would be an amazing software.
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If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).
Read full review Pros The GUI is easy to navigate on the iPad mini, which we use for charting. The options are simple so there is very little room for mistakes. Charting is easy and the setup allows for necessary fields that must be completed so charting stays uniform. Read full review AccountEdge has a robust report menu that allows a user to slice and dice data for analysis. Report on projects for the life of the project across fiscal years. Report on different departments with segregated income statements. For users who want to run payroll in house that is easily done through the payroll module. Print physical checks or direct deposit to employee's account, process payroll taxes and file year end W2s. My personal favorites are time billing and retainers. As a service based business I can at my fingertips review how much money a client has on deposit with me and how much of that will be billed out at the end of the month. The integration with AccountEdge Mobile rounds it all out with being able to log my time on-site. Last but not least AccountEdge Mobile in general, as the companion app for the desktop software is invaluable. My heaviest use is the spend money feature. Excellent for logging travel receipts & cash expenses while they are fresh on the brain. Really cuts back the data entry at the end of a trip and trying to recall what something may have been for. Read full review Cons The browser closes unexpectedly at times when refreshing the page and you get logged out The incorrect vendor is chosen by Catalyst a few times The Catalyst file is occasionally not placed on time in the folder Read full review My biggest frustration, and one that I've mentioned to Acclivity for many years, is that it only permits opening nine windows at a time (plus the home window). I hit that limit almost daily, and then I have to decide what do I close so I can complete the transaction that needed the "9th" window. The Accounts section includes two quick reports, "Analyze Profit and Loss" and "Analyze Balance Sheet. These can be filtered for the current month or any prior month in the current fiscal year. And that's fine most of the year, but at the beginning of the next year, when I haven't yet started the new fiscal year, these only go to December of the prior year. The regular reports for these can select "next year;" why can't these? It would be helpful if the journal entry number would have one or two additional digits available. For example, when I am entering journal entries for a client, I would like to use a number such as CPA2014001, CPA2014002, etc. to distinguish what I enter from the "automatic" entries that AccountEdge does. But that's one more digit than AccountEdge allows, so if I had over 100 adjustments, I would run out of entry numbers. Read full review Likelihood to Renew
Without a doubt, when you need to do accounting use the program that will get the job done in the least amount of time with the least amount of errors. Once you are using a program that works you stay with it year after year and you will find yourself even excited about the updates
Read full review Usability
Well.... when it works... it's good. When it doesn't it is very frustrating for our staff.
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The intuitive interface does all the tasks we need our accounting software to do. Some tasks are slower to process than I would like but overall very usable. Customizable forms let us choose to either go with the easy ready-made out-of-the-box options or retool them to better fit our specific needs.
Read full review Reliability and Availability
One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!
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The support for Catalyst is great and they are usually within the 48 hour response time. There could be a little quicker upload time for invoices that are submitted. They usually show up until the next day on the system and sometimes gives us a stress on time. Overall, the support is quite good
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On the few occasions we have needed tech support over the years, they were responsive and worked to get to the root of the issues. However, even though Checkout POS is a separate application, it was pitched to us as a natural extension of the functionality of our AE software that would integrate seamlessly. The company's support for Checkout has been minimal at best, and now totally abandoned. That colors our view of Priority's support unfortunately. And to be honest, that's why it's a 9 instead of a 10. So to be fair, AccountEdge's support itself has been very good over the years.
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Read full review Alternatives Considered
[Catalyst, by EBM Software] is a very easy system to use and is very user friendly. It gives you different ways of researching an invoice and not just one. Catalyst also helps to allow us to research an invoice within seconds and eliminates a lengthy and confusing process. It is a great software for first time users to learn quickly and efficiently.
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For Mac enthusiasts, AccountEdge is the complete installed software solution for small to medium-sized businesses, as it has so many capabilities that QuickBooks for Mac lacks. However, it holds your hand less than QuickBooks for Mac does, so you ought to know what your are doing in keeping business books properly. If your needs are simple, QuickBooks for Mac may be a better solution. QuickBooks Online and Xero are excellent cloud accounting solutions that can be used on the Mac equally well as on Windows. QuickBooks Online offers a similar set of features as QuickBooks for Mac, with the addition of anywhere, anytime access. Xero is a great basic accounting solution in the cloud that can also be used equally well on Macs and WIndows, and offers endless customization and flexibility through its extensive third-party app integration for almost any need.
Read full review Return on Investment Catalyst is better than pencil and paper data analysis. But the app can be very frustrating when it's not working the way it did last week. The GUI is very simple. Sometimes too simple, like there is no way to go back in and edit SOAP note options. New feature roll-outs are mandatory. I understand that no one would opt in to being the guinea pig, but it would be nice if you weren't the first user to try it. The integration with billing software has streamlined the billing notes and saved us money over having two separate systems. Read full review Increased employee efficiency - Time is no longer spent switching between programs because all of the information can be found in one place. Customer service has also improved because employees find the program much easier to use, even at the point of sale. Better record keeping - AccountEdge has a very simple invoicing application that allows us to keep track of and balance our accounts. Read full review ScreenShots Priority AccountEdge Screenshots