Likelihood to Recommend Financial Edge is well suited for traditional day to day accounting, accounts payable, and related needs. Financial Edge dashboard does not provide a snapshot view of data that I have found are available through other platforms (like QBO). Read full review Patriot PAY is well-suited to a company that has a 10-day window between the end of the pay period and the payday. The company size makes very little difference and it is easy to use for any company. It is also very progressive in development and improvement. If a company has a small window for turn-around, but fairly consistent payroll amounts (such as a lot of salary workers), Patriot PAY might also be a good fit for them. Companies with tight turn-around times or payrolls that vary significantly in direct deposit amounts might have difficulty using Patriot PAY.
Read full review Pros Financial edge is able to be customized in a way that fits our organization. Financial edge is able to provide reports to our end-users on budget versus actual account balances. Financial edge is able to handle a large volume of transactions with ease, having built-in capabilities for batching and balancing. Read full review It is simple, intuitive and straightforward in its design. Someone with little experience with roles in human resources roles, bookkeeping or payroll can quickly learn how to set-up the software and run payroll regularly by reading through the support portion of the site, or by contacting the helpful staff at Patriot. Patriot staff have walked me through issues or guided me on the phone as I learned how to use a function of the software. Patriot provides comprehensive quarterly tax filing records, including 941s, state unemployment compensation tax payments, state employer's tax and local employer's tax filings. You can also generate payroll or tax deposit reports over a specific time period or per employee. The support and FAQ pages available on Patriot are very practical and written in an easy to understand manner. Using the information provided there, I was able to properly set up new employees according to local and state filing requirements. Read full review Cons Customer service blames the customer, and never offers solutions other than "wait it out." I've always been told it's my computer, even though everyone else at my work has the same issues. Website is constantly "under maintenance" and it somehow never gets better. The Database View is outdated and glitchy. Honestly get rid of it. The Crystal Report is the only way to handle monthly recurring statements, and Financial Edge does not offer support for it anymore. Good luck figuring that out on your own. Read full review Connecting with outside software - we have an issue of Patriot not recognizing donors when connected to other websites when all the information is the same minus a middle initial Giving an error page when something small is off. Instead of giving an easy to fix error notification, Patriot brings the user to an error page and they have to reenter everything. Fixing dates easily. If a date is entered incorrectly, 8/13/21 instead of 2021, an error pop up appears but the user has to click enter/okay many times or refresh the page in order to fix this issue. Enter vs Tab key - Patriot loves the tab key but if the user clicks enter instead, many times it brings them to the home page. Read full review Likelihood to Renew It works well because it is cheap for us.
Read full review Usability It's user friendly, when it wants to be.
Read full review I think it is great once things are setup as for general user looking to look for simple things like a copy of a paystub or a current pay rate for an employee. However, to find specialized things like a state withholding number or payroll integration settings those do require a bit more digging to find or possibly a call to customer service for help.
Read full review Support Rating I would give this a zero if I could. Here's the deal. Once you request a chat with a representative, they immediately respond. So responsiveness: 10/10. However, they have a tendency to (always) tell you that whatever problem you're experiencing is your problem, not theirs. They offer no solutions and never take responsibility for their website malfunctioning
Read full review Generally speaking it is pretty good that when I need to call somebody up for a payroll question I can generally within five minutes get somebody on the phone and they can help me resolve the problem or specify where specifically I need to go or contact to find my answers. However, that being said, for my specific situation as a partner my assigned contact has not always been very responsive.
Read full review Alternatives Considered Financial Edge is more economical than GuideStar, and more focused on the financial successes than simply the management of funds and general data.
Read full review I briefly used Intuit Online Payroll, and it was expensive, had no support, and was very frustrating to use. I also used 3 local tax companies for payroll - they were extremely expensive and messed up all of the time. Their employee turnover was very annoying (and it seemed to happen every other month) and each employee did things differently. When I let one of my employees go, the last company paid them after termination (2 weeks of salary), and had to get into a legal battle because the employee would not give the money back.
Read full review Return on Investment Like any enterprise software, there are costs/investments ahead of return. It isn't something you would implement without support. During the significant financial downturn, we were able to use FE to forecast trends and make budget adjustments easily. It transformed communication about forecasting and cuts with assurance. Read full review It boosts my time available for client-facing activities by not having to spend as much time processing payroll. It helps me deliver accurate reports to my CPA at tax time regarding employee wages and employer taxes. Through the online portal, I can easily track year-to-date taxes my company has paid. Read full review ScreenShots Patriot Software Screenshots