Item: Sage Accounting
Rating: 9
Author: Sky Bryan

Overall Satisfaction with Sage Accounting

Use Cases and Deployment Scope

I use Sage Accounting for creating invoices, sending estimates and keeping track of A/R. Clients use to have problems paying invoices but now credit card payments are a breeze thank to Sage Accounting and Stripe.

Pros and Cons

Pros

Sage Accounting makes it easy to pay my invoices with an automated QR code that opens a payment portal.
Sage Accounting automatically shows my bank account balance and that's pretty neat.
Sage Accounting has excellent security with 2 factor authentication and I trust my money is kept safe.

Cons

I should be able to print estimates and invoices immediately without having to email and print to a PDF file first.
When Sage Accounting offers trials they should last until I get to use them a few times. I used the payroll trial and it expired before I had a chance to use it as I'm very busy running my company.

Return on Investment

I spend a lot less time sending out batches of overdue emails and I like how it show exactly how often and when I sent the last invoice.
Being able to set up a new customer and send an estate in 5 minutes us a bug selling point.
I wish there was more options to download and view my data.

Usability

Pretty easy to use but I had to call support several times at first. It was very frustrating that support did not know which Sage Accounting I had and it was difficult for me to figure out. If tech support can't tell what my software is than it should be in big bold letters on top of every window like my other programs.

Alternatives Considered

QuickBooks Desktop Enterprise

Sage Accounting is a bit more user friendly and has the option for clients to click pay now on invoices. Quickbooks was better for the beginner as it walked you through everything step by step. I have also not found many how to videos for Sage Accounting.

Key Insights

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

Other Software Used

CorelDRAW Graphics Suite, Adobe Illustrator CC, Email to PDF for Outlook

Likelihood to Recommend

I wish Sage Accounting had an option to pay for a full year all at once and receive a discount like Series XM does. It was not clear that the yellow dot in customer contacts meant it was NOT default email. Everyone should clearly see who the default email and contact is.

Sage Accounting Feature Ratings

Using Sage Accounting

Users and Roles

3 - Partner, invoices and tracking customers

Business Processes Supported

Sending quotes
Submitting invoices
Marking invoices as paid

Future Planned Uses

Payroll if it gets a bit cheaper.

Likelihood to Renew

I have no other option

Evaluating Sage Accounting and Competitors

Products Replaced

Key Differentiators

Integration with Other Systems
Ease of Use

Sage Accounting Implementation

Implementation Rating

Implementation Details / Implementation Partner

Implemented in-house
Don't know

Implementation Phases

Implementation Issues

Generating revenue

Sage Accounting Training

Training Types Used

No Training

Sage Accounting Support

Support Rating

Support answers the phone right away. It would be nice if they disappear not push me onto the AI assistant that did not help me at all.

Sage Accounting Customer Support Pros and Cons

Pros	Cons
Knowledgeable team Kept well informed Immediate help available Support understands my problem Support cares about my success Quick Initial Response	Poor followup Problems left unsolved Escalation required

Premium Support

No I'm not made out of money

Exceptional Examples of Sage Accounting Support

Yes, one time in 2023 support answered the phone in 30 seconds, I was really impressed.