Sage Accounting is online accounting software made to simplify life for small business owners, entrepreneurs, and freelancers by providing the functions needed to take care of daily business to-dos.
Users can create and send professional quotes and invoices, track income and expenses and know where the business' financials stand. Every Sage Business Cloud Accounting subscription includes unlimited access to support as well as automatic backups and product updates.
$19
per month
Workbooks
Score4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
Sage Accounting
Workbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Sage Accounting
Workbooks
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
Versions and pricing listed are for CA products. Versions available and pricing may vary by country.
* 2 months free to start, or free for 1 month to try, then $19/$43/$62 +tax/mo (tier depending). Offer valid for new customers only on monthly subscriptions of Sage Business Cloud Accounting. After the promotional period, the monthly subscription rate will renew at the then current rate. May not be combined with any other offers or discounts. To ensure continuous service the subscription plan is an automatically renewing plan. Subsequent months will automatically be billed to the same credit card each month on the anniversary date of purchase. Plans can be terminated at any time prior to the renewal data and not charged for renewal.
Sage Accounting seems appropriate for a small business that has basic accounting needs and is just starting from the beginning to set up its accounting software. It is less appropriate for businesses that have been using Sage 50, as Sage Accounting Standard does not successfully transfer important data from Sage 50.
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
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
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
Sales process management from enquiry to delivery of product
This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
The FD loved it
The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Sorting reports - I want to sort my projects by what has and has not been paid, and this is unavailable.
Print preview.
FONT SIZE: This should be an option directly available to increase screen font sizes. Also, report font adjustments are incredibly difficult.
Understanding all options and the performance the program can do, I would much prefer an in-person session or scheduled webinar because it is far too overwhelming to search forums/help centers. Just a useless vortex to get sucked into.
Updates are easier than they used to be, but there’s still a big communication barrier. E.g., I install updates and restart programs, and then the next day or two it tells me to restart again because there have been updates. I know, I installed them already! It’s frustrating.
Removing inactive vendors or clients - why is this so difficult? Can I not just delete and move to the next one? Every time I try it, it just defaults back to the top of the report… It’s fine for the first couple of letters in the alphabet, but that’s about all. Multi-select would be nice!
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
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Because we don't have time to migrate to a new system. So, we are kind of stuck with this system until our company grows or we are in a better financial position to afford the larger expense of moving to a new platform and doing what it should be doing in the first place.
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
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
I find Sage's usability very intuitive. Everything from data entry to high level reporting it easy to navigate. Some of the other accounting software programs I have used have not had adequate forms or menus to help navigate the program. Sage does a good job of balancing providing the proper forms without being overly difficult to understand or use
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
Sage has been always available when I want it. If there is any maintenance work to be done by the Sage team, you are told well in advance. Maintenance is generally carried out late at night or before the day begins for most of us. It continues to be the most reliable software I use.
The day-to-day performance is very good. Items such as transactions or reports load and process quickly. You never feel like you're waiting in Sage. I have never seen Sage Accounting affect the speed or performance of any integrated system. However, I do think when you are bringing very old files up to date the updates are slow but that'll be a rare occurrence and not reflective of the day-to-day usage.
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
Sage Accounting are easy to contact and have knowledgeable and helpful staff. Whenever I've encountered a problem I've always been able to get assistance and guidance and it feels like the person at the end of the phone/screen knows the product well.
Staff are always friendly, and patient, always work at a speed that suits you. You are never rushed, and In only a short time they seem to be able to help you make great strides. It has been a pleasure not a chore, learning how SAGE Accounting works and benefits me and the company.
I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.
This was generally a very straightforward process. I have previously implemented other software which required considerable external support. I implemented Sage Accounting with only a minimal amount of reference to the Sage support desk. I was extremely pleased with the implementation process.
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. TR verified that a representative sample of customers was invited. More Info
I also like Quickbooks Desktop, however, they are forcing customers to switch to Quickbooks Online. I will be moving forward with SAGE in this case, unless there is a valid reason the client would like to use QBO instead. I have not used the version of SAGE where the client doesn't need to purchase the full version, themselves, in order to access their file so this is something that I may consider looking into, in the near future, for this reason.
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 felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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
The pricing structure is fair and offers good value for money. The billing is done through their online system and you can access your bills at any time. Most contacts only require 30 days' notice, so no need to feel tied in, although I can't imagine why you would want to leave Sage.
You can use Sage in your company for various aspects/positions such as bookkeepers, invoicing clerks, accountant, purchasing etc. Everyone can have their own user login and permissions can be set that specific people can do specific jobs without being able to access other peoples progress or accounts of the company.
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
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
Sage has allowed us to be self-supporting and to perform full-cycle accounting up to the point of handing off to the accountant at year-end.
We are self-sustaining and do not need outside accounting assistance, such as an independent bookkeeper.
Sage has allowed us to save money at year's end, as we can do all the prep internally up until the handoff to the accountant, minimizing the hours he has to spend on our file.
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
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
