Katana Cloud Inventory vs. Lightspeed Restaurant vs. AccountEdge

Katana Cloud Inventory is great for shipping and receiving busiiness. Where things are very cut and dry as far as what comes in and what goes out, this program is excellent at keeping track of these things. We do a lot of custom build items and it is not the greatest for these. A lot of time it is difficult to both enter these items and keep track of these items.

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One thing Upserve [POS (formerly Breadcrumb)] does well is splitting customer checks is very easy and intuitive. We used to host a lot of groups (pre pandemic) and splitting checks can be a nightmare. But they let you split it evenly by number or by item. You can even split one item (say, an app) across multiple checks.

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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).

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• Tracks incoming and outgoing parts/items
• Very easy to use and easy to learn.
• Able to implement the program quickly and begin using because of ease of use

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• Reporting: Upserve's backend reporting system is unparalleled in this industry. It's extremely robust and gives us eyes into every nook and cranny of our business.
• Intuitive: The Upserve POS is nearly as intuitive as Square. The ease of use really helps us provide great service without spending a fortune in training.
• Extras: A quality POS system is assumed with Upserve. It has all the bells and whistles and it's very effective. What takes Upserve over the top is all the added features. Our online ordering system, loyalty program, delivery platform integration, KDS system, and soon to be inventory management are all provided for free with our system. The other benefit is all these features are seamless and work really well.

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• 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.

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• Auto email generated with PO's cannot be permanently altered in my opinion.
• Different pack sizes of same items do not automatically fill in inventory I've found. For example, we order an item in singles, 4-packs, and 32 packs. In my experience, If we order the 32 pack, it does not show inventory for the smaller unit sizes. Each pack size has a different item number I believe.
• Fields on the PO are not adjustable in my experience. You must create a template and use the template. You cannot change the PO each time unless you have a template created in my experience.
• When closing out a sales order, if you invoice from Katana Cloud Inventory and send to Quickbooks, it automatically enables the invoice to receive credit cards in Quickbooks. We use another credit card service (not Quickbooks) and do not want this feature turned on. There is no way to disable it at this time.
• When being billed for a PO that has been received and that bill is sent over to Quickbooks, it does not show item counts in my expereince. It only translates as a total dollar amount for each line item.

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• On the KDS, the system will re-fire tickets when we split checks and sometimes when simply closing out.
• On the KDS, when someone adds onto an order that has already been bumped from the screen and doesn't put the new item at the end of the queue. It bumps it to the front and keeps the original time of the original order. This makes it difficult to process the order and determine the priority of which order should be fulfilled.

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• 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.

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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

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Upserve is very intuitive. It utilizes a tab system along the left side of the screen for easy access to menu categories. After choosing the tab you want to view (i.e. Food), all the food items and/or sub categories show up instantly on the screen. once your items are chosen, you are a card swipe away from starting the payment process. Very easy. That said, there are a few minor issues with usability. For example, splitting checks is really quite difficult. You have to create new checks one at a time, then have to go searching for the checks to ring guests up. Really not intuitive on this front. Thankfully, it's not incredibly inhibitive

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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.

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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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Seriously, if I could give a 12 rating I would. Upserve support is 24/7 and completely free. No extra fees on evenings or weekends and they are fast. You can actually start a chat support straight from your ipad screen. 90% of our support issues have been solved in just a few minutes from the chat screen. That said, I prefer the phone. Calling into Upserve support is just as easy and everyone is always friendly and fast

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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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unfortunately no.

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Our Quickbooks inventory was input incorrectly by a former employee and fixing it would have been more time consuming and less cost effective than to come up with an alternative solution. Katana Cloud Inventory was our alternative solution. Katana Cloud Inventory says that they are working on some of the integration problems with Quickbooks, and once they are fixed, will be a huge help!

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Lavu is the worst POS system I have ever encountered. It was the most frustrating part of everyone’s shift. They were never available for customer service, Upserve is. Their system would shut down across regions, Upserve does not. Upserve (at the time Breadcrumb) was highly rated and praised for simplicity.

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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.

• So far we are still in the process of counting all of our inventory. We use tens of thousands of parts
• What we do have in inventory already is tracked very well.
• Parts have been in stock as needed since we implemented Katana Cloud Inventory.

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• Bestsellers and slower items rise to the top in reporting features, making analysis quicker.
• Dramatically reduced server error
• Posed a challenge to continue face-to-face contact between servers and cooks; the POS tends to end conversations about special orders, special customer requests or restrictions, and generally conveys the nuances that contribute to excellent service. So we have to make a conscious effort to continue talking to each other.

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• 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.

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