Sage 50 vs. Unit4 Financials by Coda

Sage 50 Accounts is well-suited for small to medium-sized enterprises, where there is a moderate number of expenses and invoices that need processing, typically by a company with a smaller finance team. Sage 50 is probably less suitable for a large organisation that needs to handle a higher volume of transactions and manage significant stock levels.

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This would work well for the back side of accounting...meaning after the invoice was created. If you need software to create invoices, this may not be the software for you (or at least you would have to do additional research on its capability). Other than that, it takes care of the majority of our needs.

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• We can build "templates" for recurrent charges/invoices. This saves some time and also ensures that we always use the right accounting rubric.
• A lot of additional information can be filled out such as client information (name, address, ...) which makes the software a little more complete.
• If you don't need an updated version every year (my case) then the software is not too expensive. The pro version that I'm using was just a little over $300.
• I really like the banking statement consolidation which allows you to ensure you got the right information registered.

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• It is easy to move around in if set up properly.
• You can changes background colors to your choice.
• It is customizable (you can create home pages specific to the user).

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• Sage 50 could use some improvement in the Invoicing Module to allow for more flexibility in the design of the Invoice fields. The report customization tools could use some upgrading for easier use.
• Fixed assets management module needs to be included with unlimited number of fixed assets.

• There is a lot of "building" when first starting up with the software.
• Some of the data you cannot pull unless you have sequel knowledge, although capabilities are getting better.
• There is not a good operating statement report option.

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I use this rating simply because I have a thriving Sage 50 consulting practice and will continue to keep my expertise in the product. I have consulted on both Sage 50 and QuickBooks for over 25 years so I have to maintain expertise in the solution as well as accounting and verticals.

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I think Sage 50 is a trusted product and is reliable from a product delivery and support perspective. They have deep domain expertise in the non-profit space and should be a consideration for new non-profit startups or existing non-profits looking to migrate from other platforms. Overall, I believe that Sage 50 does many things well with few limitations.

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They were very knowledgeable of the product, understood my timeline was limited for a software issue and allowed me to get back to my day to day work. The dial into your computer is great so you can monitor what they are doing and learn some tricks yourself

We implemented Sage 50 Premium Accounting in house, not using any third party or professional service. It was a relatively trouble free process, but can be tricky. Just read all instructions carefully, especially if you need to load the program on a network with more than one user

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As we did the conversion almost 10 years ago it is hard to answer this question. At the time it was the ease of being able to produce both cash and accrual financial statements and reporting that led us to pick Sage

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Unit4 Financials is definitely much more robust than Peachtree or other software. I've also used SAP in the past and this seems to have many more capabilities.

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I define scalable from two perspectives; 1) the scalability to handle more bookkeepers/accountants using the product, and 2) the scalability to handle increasing customer/vendor/employee and transactional data. Sage 50 does a good job on both fronts. From the single users operating a micro-business accounting for customer invoices and bill payments only, to the multi-staff, multi-location, multi-departmental complex transactional operation. Although Sage 50 is quite expensive for that smallest user, it is quite inexpensive for the larger business entity. So, for the new enterprise expecting rapid growth, Sage 50 is the application of choice.

• Sage definitely needs to do a better job with customer service. I have had to use them only a handful of times and it was not a great experience but not the worse I've seen. They didn't make us a priority and I felt that they didn't have a sense of urgency. They did address my lack of satisfaction and I can see that they are at least aware of the issues and they are trying to correct them.
• Sage is exactly what we need in my current organization and I wouldn't change it for another system. I have used quite a few in my lifetime and I would say that it fits our needs.

• Because of the lack of operating statement reports, we've had to spend additional funds to use another system.
• It does show data in real time, so no waiting for batches to update overnight.
• You can do a lot of customizing to meet your own needs.

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