Pretty good could be great with a few clean ups
October 25, 2025

Pretty good could be great with a few clean ups

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Sage Accounting

Overall Satisfaction with Sage Accounting

I use Sage Accounting for regular bookkeeping and invoicing. I am a freelance creative so sending quotes and invoices, as well as tracking expenses for tax purposes. I find it convenient using the automatic linking between by bank (credit cards, chequing accounts) directly to Sage to help me track my expenses and auto categorize things.

Pros

  • fairly easy to understand at a surface level
  • user interface is pretty friendly

Cons

  • not a ton of customization, especially in invoice templates
  • sometimes the bank connection is faulty and disconnects, I'm not sure why. it's unclear to my how I can stop it from disconnecting as the reconnecting is time consuming
  • the auto categorization of bank-linked expenses could be more intuitive. Sometimes it recognizes trends but only when the transaction wording is exactly the same
  • the auto categorization of bank-linked expenses is sometimes buggy and creates duplicates, specifically when loading a new 10 transactions
  • it has had a positive impact on my time and ease of use, once it was set up to my liking, it's made bookkeeping easier and less time consuming compared to worse softwares or by hand
  • the bank linking has saved me a lot of time and headaches with manual entries but can be a little bit buggy
it's fine, it's better than average but nothing about it stands out to me compared to what your average accounting software would do. It's usable for most things but I still have to take what's on Sage into other programs to actually file the taxes, etc
Sage Accounting is more intuitive and has more features than Wave. It's fit my needs a lot better but I think it costs more. I'm happy with my switch

Do you think Sage Accounting delivers good value for the price?

Yes

Are you happy with Sage Accounting's feature set?

Yes

Did Sage Accounting live up to sales and marketing promises?

Yes

Did implementation of Sage Accounting go as expected?

Yes

Would you buy Sage Accounting again?

Yes

Sage Accounting is good enough. A lot of people use Quickbooks because it's more recognizable but Sage Accounting has been good enough for my purposes. I would recommend it to other owners of a simple business like mine for it's ease of use and simplicity for standard uses but it lacks customization and modularity so I would not recommend to more advanced people

Sage Accounting Feature Ratings

Accounts payable
Not Rated
Cash management
Not Rated
Bank reconciliation
6
Electronic tax filing
4
Not Rated

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