TrustRadius Insights for Sage Accounting are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Professional Look: Users have expressed satisfaction with the high quality and professional appearance of customer documents and emails created through Sage Accounting. The sleek design adds a level of credibility to their communications, enhancing the overall image of their business.
User-Friendly Interface: Many reviewers have highlighted the intuitive nature of Sage Accounting, emphasizing its ease of navigation and robust customization options that cater to individual business requirements. This user-friendly approach streamlines processes and boosts efficiency for users across various industries.
Effective Banking Features: Numerous users have lauded the banking feature in Sage Accounting for its simplicity, user-friendliness, and effectiveness in managing transactions seamlessly. The efficient tools provided within this feature contribute significantly to the smooth financial operations of businesses, allowing users to stay on top of their finances effortlessly.
I am the bookkeeper for a union whose responsibilities include financial statements. I am able to record accounts receivables, payables and journal entries along with payroll.
Pros
Copy previous entries.
Modify existing entries.
Generate profit and loss statements and balance sheet
Cons
Ability to own Sage rather than a monthly subscription.
Ability to set up custom reporting format profit and loss statement.
Ability to set up custom reporting format for balance sheet.
Likelihood to Recommend
Payroll function should be included without having to pay additional fee.
VU
Verified User
Administrative Assistant in Finance and Accounting (1-10 employees)
The marketing director uses Sage to evaluate strategies and sales trends. The sales manager uses it to track customers, sales, and inventory. The accountant uses Sage to enter customer invoices and ensure suppliers are paid. In addition, Sage allows for the generation of tax returns and annual reports.
Le directeur du marketing se sert de Sage pour évaluer les stratégies et les courbes de ventes. Le directeur des ventes consulte afin de suivre ses clients, les ventes et les stocks. Le comptable se sert de Sage pour entrer les factures clients et s'assurer que les fournisseurs soient payés. De plus, Sage permet de produire le bilan des taxes et les rapports annuels.
Pros
Bookkeeping
Invoice tracking
Inventory management
Annual financial statements
tenue de livres
suivi de la facturation
suivi des stocks
bilans annuels
Cons
to be able to know the stock levels according to specific dates
have totals under the columns
to be able to see account balances between two specific dates
Bank reconciliation is very difficult with Desjardins, constantly disconnected, imports data twice, etc.
pouvoir connaitre l'état des stocks selon des dates précises
avoir des totaux sous les colonnes
pouvoir voir els soldes au compte entre deux dates présices
La conciliation bancaire est très difficile avec Desjardins, constamment déconnectée, importe les données en double, etc.
Likelihood to Recommend
As a book publisher, Sage has allowed us to better understand our sales flow. Thanks to its inventory tracking, we can monitor product quantities in real time. Alerts notify us of low stock levels and help us better plan book reprints. Sage greatly simplifies invoicing multiple books for the same client while keeping us informed of our current stock levels.
En tant que maison d'édition de livres, Sage nous a permis de mieux comprendre les flux des ventes. Grâce à l'état des stocks, il permet de suivre la quantité de produits en temps réel. Les alertes préviennet en cas de stocks bas et nous permet de mieux planifier la réimpression d'un livre. Sage facilite grandement la facturation de plusieurs livres pour un même client tout en sachant en temps réal combien de livres en stock.
<i>This review was originally written in French and has been translated into English using a third-party translation tool. While we strive for accuracy, some nuances or meanings may not be perfectly captured.</i>
VU
Verified User
General Manager in Product Management (1-10 employees)
As a self-employed worker, I use Sage Accounting to stay up-to-date on my accounting, account reconciliation, and routinely use it for invoicing. The software is approachable, and I find it meets most of my needs competently, although I find their multi-currency functionality could be better. It has been helpful in bringing my accounts up-to-date across multiple different projects and preparing for taxes.
Pros
Reporting
Ledger of Accounts
Invoicing
Scheduled Invoicing
Bank Accounts
Cons
Multi-Currency Functionality
Automated Transaction Input
Documentation
Likelihood to Recommend
I find it is well suited for small businesses who need to keep up with their basic accounting needs. It feels like the software has some maturity to it that does make it feel functionally stronger than some of the alternatives for cloud accounting software. I don't think it is well-suited to businesses that deal in multiple currencies.
VU
Verified User
Professional in Product Management (1-10 employees)
We use Sage Accounting for all of our accounting needs. Invoicing, payables, reporting. This software allows us to easily keep our financial information in one area and keep track of AR, AP and bank balances.
Pros
Invoicing
Payables
General Reporting
Cons
Customizable layout for GL detailed reporting
Likelihood to Recommend
Sage is great for our accounting needs as a small organization. We have found the level of support to be good and have used the online chat to resolve some issues. It is also integrated with Sage Payroll which is a bonus and cuts out manuall entries between systems.
VU
Verified User
Employee in Finance and Accounting (1-10 employees)
We are a small non-profit organization. I use Sage for all of my day-to-day bookkeeping and payroll needs. Using Sage helps me stay organized and be able to track budgets and expenses easily. I like being able to link our bank account and tag transactions as they come in. Thanks
Pros
Bank account integration
Payroll management
Budgeting
Cons
User interface could be better
More flexible pricing options for small non-profits
More customization of invoices
Likelihood to Recommend
I think Sage is well suited for a medium to large size business with several to many employees. This does not describe my situation but I chose Sage cloud accounting over Sage 50 because I need to be able to work in the cloud from multiple locations without the need to be tied to one computer.
Using Sage Accounting as the single full accounting platform, from invoicing, revenue and expense tracking, vendor management, and reporting.
Pros
Canada sales tax tracking
Reports
Cons
Multi currency support does not work properly from my experience
GoCardless integration broken for more than one currency
Stripe integration not working for more than one currency in my opinion
Mobile app is poor experience
Bank integrations sync transactions unpredictably I feel
Likelihood to Recommend
The platform has several severe bugs; you pay a higher monthly subscription for the plan that lets you track transactions in multiple currencies but this feature does not work properly or as advertised. Their GoCardless and Stripe integrations do not support currencies more than one, which was confirmed to be a severe bug on Sage Accounting's integration side from my experience. For example, if you make an invoice in USD and have Stripe or GoCardless integrated, it does not let you create a payment link or accept any electronic payment. When you receive a USD Deposit into GoCardless account that's connected with Sage Accounting, Sage completely IGNORES the currency the payment came in and just sets that amount as your account's default currency, with no way to revert or correct this I feel. Because of this they advised me to turn off the GoCardless and Stripe integrations. Example: you received $100 USD payment into GoCardless connected with Sage Accounting but your default account currency is CAD; Sage records the $100 USD as $100CAD which completely messes up the accounting and tax implications since it's a totally different currency. Also, the mobile app is a very poor experience in my opinion. It is very slow, lacks most functionality that's on the web app, and quickbooks' app is much better.The banking integrations also sync at unpredictable times and leave you with unreconciled transactions without being able to pinpoint where they came from.
I enjoy using Sage Accounting for my business. It is very user friendly and makes running my business a lot more efficient as it keeps track of all my financial records and transactions without a lot of effort. I Definitely recommend trying this program out for any business looking to keep track easily of all expenses, invoicing, payroll and the many other financial aspects a company runs into on a day to day basis.
Pros
Invoicing
Payroll
Filing Gst remittances
Cons
Lower pricing on product
Free videos to help when needed
Better app
Likelihood to Recommend
Sage is well suited for my business needs in the ease of invoicing. I also enjoy the user friendly aspects of the reports. I like how I can find the reports that I need easily and quickly. I find entering information into the general journal very user friendly as well. I also appreciate how easy it is the use the bank reconciliation option as well.
We don't fully utilize our Sage program. I am new to the organization and have not had time to look at how we could be using the program better.
We don't use the PO system. Need to look at job estimating and try to roll out to our employee, who still do job bids on spreadsheets.
I would like to show the users some demonstrations and get them on board to fully utilize the program not make things smoother.
Pros
account payable
receivable
general ledger
Cons
more reporting with out having to get custom reports. Example Top customers for year
Integrated a ar invoice to inventory - If we sell a part we have to got into inventory allocation to remove it from inventory. Could that not happen when invoicing the customer for that part?
Need to understand how the PO system works
inventory isn't utilized fully
reports from Time sheets
Likelihood to Recommend
Just worked on updating our payroll to limit the access to salary employees data. Without being fluid in the program i needed help.
I would like to be able to run a report to show the jobs a specific employee was in a month from daily payroll entry but unable to.
Would like to run a report to see who our top customer are by revennue.
We are a small business services company. We use it for our billing and accounting purposes. Problems? Keeping our books in order and allowing our customers to be invoiced properly and to easily pay their bills.
Pros
Billing
Inventory
A/R
Cons
Data management
Data transfer
Customization
Likelihood to Recommend
So far it is very detailed and easy to supply customers with the information they need. Also, one of the Sage support staff has been fantastic. Transferring data into the program/profile has been an absolute nightmare. Customization is either just not there or extremely confusing.
Full cycle accounting for a small nonprofit. Sage Accounting makes it easy to process vendor payments and track donations, as well as saving receipts and invoices. The direct to bank integration makes reconciliations easy too.
Pros
Organize receipts and invoices
Monthly reconciliations
Cons
Editing transactions with payments linked is difficult
Linking journal entries to bank transactions is a pain
Likelihood to Recommend
Highly user friendly for smaller businesses, may be more complicated for larger ones
VU
Verified User
Manager in Finance and Accounting (1-10 employees)
