Acumatica vs. FreshBooks

I would love to recommend it to my friends and colleagues. They have a dedicated storage manager along with some really good cloud capabilities, which helps get the work done efficiently and professionally. We have been using it since 2022, and they are great in this segment.

I recommend FreshBooks to anyone running a service-based business that needs invoicing, time reporting, and accounting tools. FB is adept in all three of these scenarios and isn't overly complicated like similar accounting packages I have used. I love how I can write estimates and proposals, manage the business development process from the software, and quickly convert prospects to invoiced clients.

Incentivized

• We just went live about two weeks ago, so we are here at Acumatica Summit to see everything it's capable of. One of the things it is capable of is the dashboards and the integration with some of these third-party people to ensure we can get the data we need when we need it, so we're looking forward to getting all that live for us.

Incentivized

• Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
• Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
• Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.

Incentivized

• There are a few spots where there is a list of data that we need a total for and we have to extract to Excel to get a total. It would be helpful to see a sum right in Acumatica.
• For the first time today I had an interesting glitch - my entire bank reconciliation unchecked the "reconciled" column and needed to be redone for the month. Funky little glitches happen from time to time
• Pivot tables don't seem to update as expected by using filters

Incentivized

• I can brand invoices with my business logo, but I might like to change colours of the invoices themselves to match the rest of my business documents. That isn't a major point at all, but it's something that I'd like to see.
• Freshbooks doesn't remember the categories that similar expenses were previously assigned to. It would be nice if Freshbooks would suggest a category for an already saved vendor, to ensure the consistency of expense reporting.
• The home page of a Freshbooks account has a great graph display of expenses and income, but it only shows the last 6 months. This is still very useful, but I'd like to be able to see this kind of graph for different periods of time.

I gave this 10 rating because Acumatica ERP is the backbone of the organization, next to the IT Team. We use this software for many different parts of our business. For example our Retail service stations that utilize the inventory, billing, and financials. Our Distribution company that uses it for Field services, CRM, Sales, Accounts and Financial consolidation of all company financials.

Incentivized

At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.

I give it an 8 because it is very intuitive and easy to use for day to day work. I find it more difficult to create general inquiries and financial statements than it seems that it should be. It's not very intuitive in those areas.

FreshBooks is very easy to use even for novices. If you're looking for an online accounting software that is full of features, has great aesthetics and is user-friendly, then this is definitely the software for you. I've been using it for several years now and despite being tempted to switch by other vendors, I like the feel of FreshBooks and it's mobile features.

Incentivized

It's always available.

FreshBooks is easy to use and always works!

Incentivized

there have been some performance issues

Incentivized

We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

Incentivized

I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.

Incentivized

It was on General Inquiries and it's just a complex topic.

Most of the trainers are amazing, but there were a couple who simply read the training guide

Incentivized

I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

Incentivized

I haven't changed my mind since my first evaluation. Freshbooks is still meeting my needs, easy to use, etc.

Acumatica's sales process was much better than that of NetSuites. The NetAtWork team spent much more time with us and showed us how Acumatica really could do everything that we needed it to do, with examples using our data.

Incentivized

FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection with third-party software providers. We chose FreshBooks as it does everything we require from this type of software.

Incentivized

No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We were able to work in one system with customizations we needed in inventory and add all our grants in the same system
• Direct mail invoices was moved to an automated PO system saving time and allowing better financial tracking
• The grant module can be cumbersome requiring flip flopping to program partners etc during set up

Incentivized

• In reality, we do not implement all of its use at the moment in order to determine an adequate ROI.
• In our approach to the use of the system, it seems to us a considerable time saving by achieving the integration of the Mexican subsidiary with its parent located in the US.
• Financial reports meet the necessary USGAAP requirements.

Incentivized