Likelihood to Recommend If you're a freelancer or running a very small business where you do your own bookkeeping I think this is a great option, especially if you're familiar with accounting and bookkeeping in general. If you're not so familiar with bookkeeping, I would say that the learning curve is too steep and you might want to look elsewhere for a more intuitive solution
Read full review The Stampli tech is very good in processing our transactions and linking to our accounting system. And even for any pain points encountered, we have worked with their tech and customer rep teams (specifically [...]) to promptly resolve the matter in a seamless and pain free way (unlike our previous invoice processing provider).
Read full review Pros The program is very easy to learn, the interface is incredibly user-friendly and there are tons of free resources and tutorials available It makes managing payroll really easy for the employee and accountant on staff. No more lost time sheets or late paychecks! Managing bills and paying them has become streamlined and it's great having everything in one place so we don't lose track of things. Read full review Learning - Billy the bot learns much quicker than our previous OCR. Global lookup - we have multiple entities which creates a challenge for finding invoices entered in the wrong place. Stampli has removed this issue. Maximizing manpower - reduces the need for more personnel. Read full review Cons The #1 complaint is that setting it up right is a challenge. People waste time trying to figure it out only to realize that they don't know accounting so of course they don't know how an accounting program should be set up. Like any time you are in over your head, reach out to your network and find someone who can log onto your computer and walk you through it. If you need to track the cost of wages to jobs you can't do it with the online payroll, but check for yourself because it's a function that landscaping companies and construction businesses usually need, so maybe they have added it by now. That would really help! It's premise-based software and that means you take on the role of hardware admin, and it's a lot of work for what is increasingly becoming a smaller gap in the functionality between QuickBooks for Mac and QuickBooks Online. QuickBooks for Mac 2015 has been updated consistently over the last 3 years and continues to provide for the bookkeeping needs of small companies using Macs in their offices. However, it has limited job costing functionality. It is similar in functionality to the 2010 version of QuickBooksPro which runs on Windows. Shelly Robbins Intuit Accounting Professionals Trainer/Writer specializing in QuickBooks for Mac, Meetup Groups Organizer/Founder, Adjunct Instructor at Bellevue College
Read full review Only 1 template for vendor onboarding--we have multiple vendor "types" that would benefit from having tailored invites to the vendor portal The software doesn't locate invoice details (such as invoice total) after the 1st page Invoice discrepancy reporting could be easier and more robust Read full review Likelihood to Renew I haven't spent that much time with the newer versions of QuickBooks for Mac, but I think I'm seeing it make the much-needed improvements. For example, something as simple as undoing the previous reconciliation was a terrible chore, and I'm glad that feature has been included in the newer versions of QuickBooks for Mac
Read full review I cannot imagine going back to pre-Stampli processes. Our jobs in the Accounting department (not just AP) have all become more engaging because we've cut out so much mindless, non-value added work: data entry, signing checks, stuffing envelopes, stamping envelopes, etc.
Read full review Usability The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!
Read full review A lot of checks and balances in the system that are an accountant's dream - just takes some time to understand the new process to get up to speed.
Read full review Reliability and Availability I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.
Read full review Never an issue with downtime
Read full review Performance Read full review Support Rating Fortunately, I haven't had to reach out much for support.
Read full review We have a dedicated rep (who was also our implementation rep--they stay with you after implementation) who we can email whenever needed and meet with every quarter. There is a chat option within the software that gets responded to by a real person within minutes.
Read full review Online Training Excellent documentation, step-by-step instructions
Read full review Implementation Rating We lost an AP employee right as we were deciding to implement, so we had to speed up our timeline. We went from signing the contract to fully functional system within 4 weeks. We did not dedicate any more than 4 hours per week during the implementation.
Read full review Alternatives Considered I love using Quickbooks compared to other software we've tried. QuickBooks Online and TSheets interface. Customer service and problem resolution are generally excellent, with well-trained and proficient agents taking calls or on chat. Ease of use and accessibility via the mobile app. Great courses were available to help with learning the basics and some advanced accounting background. I love learning! Online accessibility - it can work anywhere with an internet connection. Linking to bank and credit card accounts is handy.
Read full review Tipalti was not system friendly to what we needed (syncing with NetSuite) and the implementation process was frustrating. We experienced delays and no responses from their team. Stampli has been the complete opposite! It's user friendly, from approvers to coders, reasonably priced, and their team members are responsive, caring, and genuine in getting you set up for success
Read full review Contract Terms and Pricing Model I would not change anything
Read full review Scalability Ease of deployment both domestic and international
Read full review Return on Investment The ROI was good for when we were a smaller company because it is a lot cheaper than other more sophisticated programs. The negative impact is that it caused a lot of extra manual entering and data entry that too often resulted in mistakes. Read full review The best testament to Stampli is that is has decreased DTP (days to process) by over 3 days. It has transformed invoice approval. No invoices are being sent duplicate times for approval by error. Stampli does a great job at identifying duplicate invoices. Read full review ScreenShots