FreshBooks vs. Optimum Solutions HRIS (discontinued)

I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.

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Optimum Solutions works very well for all our payroll needs. We run payrolls weekly, semi-monthly, monthly and yearly. The end of year process is lined out very well and webinars are available to go over any new regulations required. We haven't utilized the HR part of the software as much on the iSeries but are planning on changing that once we get converted to the Windows version later this year. The main reason for this is the HR part of the software on the iSeries is separate from payroll.

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• Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
• Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
• Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.

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• The setup of Optimum HRIS was intense as the software comes as a basic shell and everything is personalized to our organization. All earnings codes, leave time, employee types, job codes, taxes, etc. are set up for each company. While this was almost overwhelming at the beginning, we have so much control over the set up and better grasp of the inner workings of the system.
• Tax updates come quickly and are easily applied. This is especially welcome at year end.
• The built-in reporting is robust and offers a lot of options, but the ability to dig in to the database using SQL and Excel allows for very powerful reports that are infinitely personalized.

• I can brand invoices with my business logo, but I might like to change colours of the invoices themselves to match the rest of my business documents. That isn't a major point at all, but it's something that I'd like to see.
• Freshbooks doesn't remember the categories that similar expenses were previously assigned to. It would be nice if Freshbooks would suggest a category for an already saved vendor, to ensure the consistency of expense reporting.
• The home page of a Freshbooks account has a great graph display of expenses and income, but it only shows the last 6 months. This is still very useful, but I'd like to be able to see this kind of graph for different periods of time.

• When exporting reports to Excel I found the formatting to be difficult to work with and having to reformat the reports can be a nightmare. My company's IT department created its own business tools to make the reporting format more user friendly.

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At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.

FreshBooks is very easy to use even for novices. If you're looking for an online accounting software that is full of features, has great aesthetics and is user-friendly, then this is definitely the software for you. I've been using it for several years now and despite being tempted to switch by other vendors, I like the feel of FreshBooks and it's mobile features.

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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

FreshBooks is easy to use and always works!

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I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.

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I haven't changed my mind since my first evaluation. Freshbooks is still meeting my needs, easy to use, etc.

FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection with third-party software providers. We chose FreshBooks as it does everything we require from this type of software.

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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

We evaluated some payroll services but found the ongoing cost greater than the initial cost of purchasing our own software and keeping the payroll process in house. Other payroll software was generally more expensive and we are satisfied with Optimum Solutions. I would say the main reason we stayed with Optimum Solutions, converting from their iSeries version to their Windows version, was because of their outstanding staff and support.

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• In reality, we do not implement all of its use at the moment in order to determine an adequate ROI.
• In our approach to the use of the system, it seems to us a considerable time saving by achieving the integration of the Mexican subsidiary with its parent located in the US.
• Financial reports meet the necessary USGAAP requirements.

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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

• More accurate payroll processing
• More accurate tax payments and reporting