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AccountMate

AccountMate

Overview

What is AccountMate?

AccountMate offers accounting software for small, midsize, or growing businesses. AccountMate SQL Software is specifically for businesses with high transaction volumes and heavy user loads. It can accommodate hundreds of simultaneous users, providing businesses with a comprehensive, real-time business and…

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Learn from top reviewers

Why we account with AccountMate

Rating: 10 out of 10
March 6, 2020
IncentivizedVetted Review
AccountMate is our core accounting and business management solution. Our entire financial tracking is done with this modular-based system. It covers our invoicing, payables, p...
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Les Kule
Consultant - Professional Services
Owner
Friendly Software, Inc.
AccountMate35 years of experience
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Pricing

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AccountMate

AccountMate

N/A
Unavailable

What is AccountMate?

AccountMate offers accounting software for small, midsize, or growing businesses. AccountMate SQL Software is specifically for businesses with high transaction volumes and heavy user loads. It can accommodate hundreds of simultaneous users, providing businesses with a comprehensive, real-time…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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QuickBooks Online

QuickBooks Online

$20
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What is QuickBooks Online?

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

Acumatica

Acumatica

$1,000
per year
What is Acumatica?

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

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Product Demos

NexLAN demo of F9 integrated to AccountMate

YouTube

Shipping Software for Accountmate VAM Demo

YouTube

AccountMate Product Demo - REPAY

YouTube

Accountmate BASIS Pre-Release Demo

YouTube
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Product Details

What is AccountMate?

AccountMate offers accounting software for small, midsize, or growing businesses. AccountMate SQL Software is specifically for businesses with high transaction volumes and heavy user loads. It can accommodate hundreds of simultaneous users, providing businesses with a comprehensive, real-time business and financial management solution. AccountMate Express Software is designed for businesses with up to five concurrent users that desire the stability and speed of a SQL database with minimal expense. AccountMate LAN Software fulfills the needs of small to mid-sized companies with simpler inventory control needs. It can be customized quickly and easily to accommodate business needs.

AccountMate Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

AccountMate, a highly flexible and customizable ERP service, has proven to be invaluable for many organizations. Users have experienced smoother workflows due to the auto-recording of complex transactions after heavy customization. By integrating all processes within the organization, AccountMate ensures a streamlined flow of work, saving time and improving efficiency.

Despite its effectiveness, some users have encountered difficulties with fixing prices and analyzing reports, particularly when dealing with duplicate price levels for old items. As such, customer input in the development and upgrades of AccountMate would be beneficial for continuous improvement. Nevertheless, AccountMate remains a reliable solution that provides exactly what users need, ultimately saving time and money.

In terms of functionality, AccountMate is widely used for sales orders, exporting invoices, printing invoices, as well as managing supply chain activities such as purchase requisitions, purchase orders, inventory management, and financial accountability processes. It gives users complete control over customer information, item details, payment management, and more. The software effectively handles accounts payable and general ledger tasks through its SQL version.

AccountMate's flexibility and customization capabilities make it suitable for mid-level accounting needs while its ease of use and affordability have garnered positive feedback from users. Despite acknowledging that no software is perfect, users have found that AccountMate gets the job done effectively. Whether for core accounting or business management tasks like invoicing, payables, payroll, inventory management, and more, AccountMate stands out as a highly customizable system with top-notch customer service support available within one business day.

For optimal utilization of AccountMate's features, it is recommended to use the software out of the box with minimal customization and carefully select a reliable reseller. Overall, AccountMate proves to be an excellent program that accountants find valuable for small to medium-sized businesses seeking a reliable ERP solution.

Straightforward and customizable: Many users have found AccountMate to be straightforward and easy to use, with the ability to customize various features. Some reviewers appreciate the ability to have multiple screens open within multiple areas, making it convenient for multitasking. Additionally, users mention that AccountMate provides various customizable services such as accounts receivable, accounts payable, and inventory management, which are all easy to understand.

Efficient reporting and data management: The ease of finding reports and the availability of useful charts have been highlighted by several users. They mention that the chart showing profit from one year to the next is particularly helpful. Users also appreciate the product delete feature that allows archiving codes and unarchiving them later, making it a useful tool for managing overall inventory lists effectively. Furthermore, reviewers find data entry screens easy to learn and appreciate the ability to quickly paste journal entries from Excel.

Great support and customer service: Several reviewers praise AccountMate for its solid training and support documentation. Users find it great for audits due to its excellent audit trail that logs almost anything. The clean user interface is also mentioned positively by customers who find it simple yet easy to navigate. Moreover, users highlight good customer service throughout the implementation process as well as prompt assistance from both sales teams and customer support representatives when needed.

Cons:

  1. Klunky Modifications: Some users have found the modifications in the software to be cumbersome and not user-friendly, leading to a less efficient workflow. They have mentioned difficulties when modifying the software, encountering flaws such as system crashes and difficulty extracting usable data for reports.
  2. Lengthy Testing Process: Several reviewers have expressed frustration with the lengthy testing process of the software, which they feel hampers their productivity and delays implementation. This has resulted in delays in fully utilizing the software's capabilities.
  3. Confusing Settings Setup: Users have mentioned that setting up the software's settings can be confusing and time-consuming, impacting their ability to quickly configure the software according to their specific needs. Some users have found the settings in the software to be complex and difficult to navigate, leading to frustration during initial setup and ongoing maintenance.
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Why we account with AccountMate

Rating: 10 out of 10
Incentivized
March 06, 2020
Use Cases and Deployment Scope
AccountMate is our core accounting and business management solution. Our entire financial tracking is done with this modular-based system. It covers our invoicing, payables, payroll, inventory management, sales orders, purchase orders, and general ledger. We use the system to generate our in-house reports as well as those requested by our external accountants.
Pros
  • Ease of use
  • Ability to easily adapt the solution to fit the needs of the end user
  • Integration of data across different platforms
Cons
  • Custom reports: The current system uses Crystal Reports, which is a bit cumbersome.
  • True cloud-based solution is missing
Likelihood to Recommend
AccountMate is a great product for wholesale and distributors. It manages the inventory cycles comprehensively, from purchasing to stocking, to sales and delivery. There are a great many tools available to manage inventory, properties, and financials. The availability to have third-party add-ons offers even greater opportunities to meet the needs of the end-user.

The system is not really suited for certain types of service industries: legal, medical, and those businesses that invoice on time.
AccountMate Feature Ratings
General Ledger and Configurable Accounting (21)
57.61904761904762%
5.8
Accounts payable
80%
8.0
Accounts receivable
90%
9.0
Cash management
70%
7.0
Bank reconciliation
80%
8.0
Expense management
90%
9.0
Time tracking
70%
7.0
Fixed asset management
N/A
N/A
Multi-currency support
70%
7.0
Multi-division support
90%
9.0
Regulations compliance
70%
7.0
Electronic tax filing
80%
8.0
Self-service portal
N/A
N/A
Global Financial Support
80%
8.0
Primary and Secondary Ledgers
N/A
N/A
Intercompany Accounting
50%
5.0
Localizations
N/A
N/A
Journals and Reconciliations
80%
8.0
Enterprise Accounting
70%
7.0
Configurable Accounting
70%
7.0
Centralized Rules Framework
N/A
N/A
Standardized Processes
70%
7.0
Inventory Management (4)
60%
6.0
Inventory tracking
90%
9.0
Automatic reordering
80%
8.0
Location management
N/A
N/A
Manufacturing module
70%
7.0
Order Management (7)
61.42857142857143%
6.1
Pricing
80%
8.0
Order entry
90%
9.0
Credit card processing
90%
9.0
Cost of goods sold
90%
9.0
Order Orchestration
N/A
N/A
End-to-end order visibility
80%
8.0
Order exception Resolution
N/A
N/A
Payroll Management (5)
70%
7.0
Pay calculation
100%
10.0
Benefit plan administration
N/A
N/A
Direct deposit files
90%
9.0
Salary revision and increment management
80%
8.0
Reimbursement management
80%
8.0
Reporting & Analytics (3)
70%
7.0
Dashboards
60%
6.0
Standard reports
90%
9.0
Custom reports
60%
6.0
Customization (2)
45%
4.5
API for custom integration
N/A
N/A
Plug-ins
90%
9.0
Security (2)
45%
4.5
Role-based user permissions
N/A
N/A
Single sign-on capability
90%
9.0
Return on Investment
  • Allows us to quickly gain insight into the current and past performance of the company
Alternatives Considered
We use AccountMate for a number of reasons, particularly its ease of use and the ability to customize any part of the system (with source code residing on the end-user system--a HUGE advantage).
Other Software Used
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