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Sage Accounting

Score9.1 out of 10

131 Reviews and Ratings

What is Sage Accounting?

Sage Accounting is online accounting software made to simplify life for small business owners, entrepreneurs, and freelancers by providing the functions needed to take care of daily business to-dos. Users can create and send professional quotes and invoices, track income and expenses and know where the business' financials stand. Every Sage Business Cloud Accounting subscription includes unlimited access to support as well as automatic backups and product updates.

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Categories & Use Cases

Media

Screenshot of the All-in-One Dashboard
Screenshot of the Accounting Dashboard
Screenshot of an Invoicing Quote Estimate
Screenshot of the Purchases Tracker
Screenshot of Stock Inventory
Screenshot of a VAT Returns List

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Screenshot of the All-in-One Dashboard

Sage Accounting Key Features

Learn about the best (and worst!) features Sage Accounting has to offer, as determined by TrustRadius' reviewers.
Based on 131 ratings of Sage Accounting's features
View all Sage Accounting features

Top Performing Features

  • Pay calculation

    Pay calculation provides for computation of employee pay with state and federal deductions.

    Category average: 8.6

  • Multi-currency support

    The software supports transactions across multiple currencies.

    Category average: 8.3

  • Self-service portal

    The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

    Category average: 8

Areas for Improvement

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 7.6

  • Time tracking

    The software can track billable and non-billable employee time by project.

    Category average: 8

  • Location management

    The software can track multiple goods across multiple locations.

    Category average: 8

Who Buys & Uses Sage Accounting

Sage Accounting Reviews

What users are saying about Sage Accounting.
View all Sage Accounting reviews

Pros

  • Provides time savings through ease of use and real-time financial updates (3 of 10 reviews)
  • Automates processes such as invoice chasing and quotation-to-invoice conversion (2 of 10 reviews)
  • Suitable for both internal accounting and bookkeeping and for accounting firms recommending to clients

Cons

  • User interface can be difficult to navigate, especially for users without accounting knowledge (2 of 10 reviews)
  • Bank feed functionality requires improvements in automation and matching capabilities (2 of 10 reviews)
  • Cost of adding users can be high due to licenses being sold in packs (2 of 10 reviews)

Simple Reliable and Cloud-Ready Accounting for Small to Mid-Sized Businesses

Incentivized
Verified User
Team Lead in Finance and Accounting (11-50 employees)

Use Cases and Deployment Scope

We use Sage Accounting to manage bookkeeping, invoicing, and financial reporting for multiple clients. It streamlines bank reconciliations, reduces manual data entry, and ensures accurate financial tracking. The platform’s reporting tools make it easy to generate summaries for tax and SR&ED compliance. Its cloud-based access also supports efficient collaboration between our team and clients in real time.

Pros

  • Sage Accounting connects directly with bank feeds, allowing quick and accurate transaction imports and reconciliations, which significantly reduces manual work and errors.
  • The platform makes it easy to create professional invoices, track payments, and generate detailed financial and tax reports with minimal setup
  • Its cloud-based system enables secure, real-time collaboration between team members and clients, ensuring everyone has access to the most up-to-date financial data from anywhere

Cons

  • While the reporting tools are useful, they could benefit from more flexibility in formatting, filtering, and customizing financial statements to meet specific client needs
  • The system can slow down when handling larger volumes of transactions or multiple entity accounts, which affects efficiency for firms managing several clients
  • Integration with third-party apps (such as project management or time-tracking tools) is somewhat limited compared to competitors, and expanding this functionality would improve workflow automation

Return on Investment

  • Using Sage Accounting has had a noticeable positive impact on our business. It has reduced the time we spend on bookkeeping and reconciliations by roughly 30–40%, freeing our team to focus more on client advisory and value-added services

Usability

Alternatives Considered

QuickBooks Online, Xero and FreshBooks

Other Software Used

Microsoft Excel, Microsoft SharePoint

Sage Accounting

Incentivized
Carmen Sterling
Owner at Shady Lane Farms Inc (1-10 employees)

Use Cases and Deployment Scope

We have used Sage Accounting for over 20 years in our agricultural operation as well as for an oilfield investment company. Sage Accounting has been a valuable tool for managing our accounting data and it has been very easy to share our data with our accountant. The product is easy to catch on to and provides great reports for us to run year over year comparisons.

Pros

  • Easy to learn and use
  • Reports are quick and easy to generate
  • Web based software makes it easy to share our data

Cons

  • At the is point in our business operations it meets our needs

Return on Investment

  • Productivity - I spend less time on our accounting processes
  • Reports provide me with accurate up to date information to help with key decisions

Usability

Review of Sage

Incentivized
Peter KupovicsView profile
President in Finance and Accounting at Peter Kupovics, CPA and Associates (1-10 employees)

Use Cases and Deployment Scope

We use Sage for Bookkeeping, Year end reviews from other bookkeepers and payroll. It is very good for the bookkeeping of basic clients that don't require more active use of their software, so mostly these are small businesses with limited transactions. As we don't do full bookkeeping, this works well for us. We have a number of clients where we only do the year end statements, with the bookkeeping done by a separate bookkeeper. We are able to import the data and review and make changes. We also run payroll for several clients through Sage.

Pros

  • Payroll
  • Journal Entries
  • Its accounting software not like quickbooks.

Cons

  • It would be easier to tie into bank feeds
  • Better integration with other users off site
  • Better importing of statements

Return on Investment

  • With payroll, I have been able to use the software to deliver payroll for small companies, in a more affordable manner than going to larger payroll companies like ADP or Ceridian. I can bill a lesser amount, or include it in my fixed rate and have a better return with less costs to me.
  • For a small business with limited transactions, Sage allows me to keep the records for years, without a high monthly cost like a quickbooks client. Quickbooks with a monthly fee of $50 a month, costs $600 a year, and if I am billing $1800 for the whole year, its a big expense, with Sage that cost is a fraction.
  • Being able to import and review data provided by an outside bookkeeper without having to pay a subscription is a big cost savings..

Usability

Alternatives Considered

QuickBooks Online

Other Software Used

QuickBooks Online, Xero, Wave Accounting

Sage Accounting why I still use it after 2 years.

Incentivized
Joshua Mitchell
Vice president and CFO in Finance and Accounting at Greener Pastures Psychology (11-50 employees)

Use Cases and Deployment Scope

I use Sage Online Accounting to keep track of day-to-day expenses, maintain and record all our accounts including the GL, and calculate my year end statements for tax filing. Sage Online Accounting is also very helpful for finding trends in where our money is moving.

Pros

  • Mobility. All I need to update and keep the books is an internet connection.
  • Reports are easy to find, and customize.
  • Simplicity of service. There aren't a lot of bells and whistles to confuse users. Sage follows the KISS principle (Keep It Simple for Stupid people), and it works.

Cons

  • The knowledgebase is limited. While I personally haven't run into issues, sites such as QBO have a much more extensive learning area.

Return on Investment

  • Sage has made the accounting side of my business easy. I always am able to find the reports that I need. The page layouts are simplistic and well thought out.
  • The widgets on the summary page are very good to quickly show everyone, how the company is doing, and where issues that need fixing can be found.

Usability

Alternatives Considered

QuickBooks Online, QuickBooks Online Advanced and Xero

Other Software Used

CaseWare, Profile

Sage Accounting Firm use

Incentivized
David Buchanan
Accountant in Finance and Accounting at Steven Cavar (11-50 employees)

Use Cases and Deployment Scope

Sage Accounting is the primary software used for the input, organization, and analysis for client financials. Using Sage Accounting as the medium for their bookkeeping allows us to have a fully compiled and reasonable foundation for personal and corporate tax returns. Features such as the bank reconciliation or payroll further are excellent tools Sage provides to mitigate potential errors.

Pros

  • UI Interface
  • Abundance of features
  • Detailed reports
  • Navigation
  • Transferring data

Cons

  • Prepayment feature
  • Account numbers
  • Setup/Options

Return on Investment

  • Ability to service more clients
  • Training of staff
  • Greater quality of work via Sage reports

Usability

Alternatives Considered

Xero, QuickBooks Online and QuickBooks Desktop Pro

Other Software Used

Xero, QuickBooks Online, CaseWare

Sage Accounting Alternatives

Products similar to Sage Accounting that may also meet your needs.
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