For small companies on a decent finances, Patriot Software program Accounting is a sexy selection. It lacks some options provided by opponents, but it surely’s inexpensive than many different small enterprise accounting providers—by fairly a bit in some instances. It helps contact and product data, invoices and estimates, transaction and invoice monitoring, and stories. Each the desktop and cell entry are easy, clear, and comprehensible, and help is plentiful. Its lack of time monitoring, stock administration, and detailed data might discourage some customers from adopting it, nevertheless. Patriot Software program Accounting has a methods to go to compete severely with our Editors’ Alternative winners, QuickBooks On-line and FreshBooks, however there’s a spot for it.
How A lot Does Patriot Software program Accounting Price?
A Primary model of Patriot Software program Accounting ($20 per thirty days, limitless customers) lacks some instruments like person permissions, estimates, recurring invoices, and fee reminders. This overview appears to be like on the Premium model particularly, which has all the things you want. At $30 per thirty days for limitless customers, Patriot Software program Accounting Premium is the least costly utility when measured in opposition to comparable variations of different accounting software program. All these value extra: QuickBooks On-line Plus ($90 per thirty days for 5 customers), Zoho Books Premium ($70 per thirty days for 10 customers), Xero Established ($78 per thirty days, limitless customers), and Sage 50 Accounting Premium ($96 per thirty days for 5 customers). Xero does supply an entry-level accounting utility for $15 per thirty days, but it surely limits the variety of payments, quotes, and invoices you possibly can create. With Patriot, you get a 30-day free trial, too.
Getting Began With Patriot Accounting
Even earlier than you join a free trial, I like to recommend spending a while exploring the positioning’s demo account to see how simple it’s to make use of and decide whether or not it might give you the results you want. When you create an account, a setup wizard walks you thru the required steps. Should you need assistance, you possibly can ask questions through chat, electronic mail, and telephone, in addition to seek the advice of on-line assist and tutorials. The help choices for setup and different questions are glorious.
Patriot Software program Accounting’s person interface is spacious and enticing, and navigation is intuitive, pushed by a vertical toolbar. I obtained tripped up just a few occasions as a result of Patriot’s accounting and payroll purposes share the toolbar, but it surely wasn’t onerous to seek out my means. Scrolling isn’t required. The simplicity and orderliness might ease a number of the nervousness novices are likely to really feel when doing accounting.
The location doesn’t have a standard dashboard. What it calls a dashboard is a straightforward web page that accommodates hyperlinks to each accounting and payroll duties. The overview for the accounting web site is extra like a regular dashboard. It has hyperlinks to solely accounting duties, account balances, and the newest invoices and paid payments, with no fairly charts or graphs.
As part of the setup course of, the positioning references some back-end accounting conventions that opponents are likely to shun (like interval closes and journal entries). Utilizing them is optionally available. Nonetheless, it might be complicated to non-accountants.
How Does Patriot Accounting Software program Deal with Gross sales?
Earlier than you begin coming into transactions, it’s a good suggestion to create your buyer data, although you possibly can enter them on the fly. You possibly can import XLS, XLSX, or CSV information or enter them manually. File templates are much less detailed than what you get in different small enterprise accounting software program. You possibly can solely enter contract data, default fee phrases, and notes.
Bill and estimate types include solely the fundamentals, although you possibly can select from three templates and a colour and add a brand. I do just like the web page that seems whenever you open a accomplished bill as a result of it exhibits all of your choices for coping with the shape. Invoices additionally seem with their standing on a gross sales dwelling web page.
Product and repair data, too, include minimal data, together with gross sales value and earnings account, gross sales tax, and an outline. You possibly can’t enter value data, monitor stock, or set a reorder level like you possibly can in QuickBooks On-line. The location’s merchandise monitoring instruments, although, could also be sufficient for a service-based enterprise or a product-based one which doesn’t want an automatic approach to depend its widgets or gauge particular person product profitability.
Restricted Instruments for Managing Payments or Enterprise Purchases
You possibly can’t pay payments electronically via Patriot Software program Accounting Premium like you possibly can via Intuit QuickBooks On-line Plus. You can also’t add paperwork, reminiscent of payments and receipts, to your account via electronic mail forwarding, as you possibly can with different apps. Patriot does have separate pages for coming into payments and recording invoice funds as soon as they’re authorised, nevertheless. You possibly can add paperwork, like footage of expense receipts you’ve taken, and embrace them as attachments.
Vendor data, like buyer data, include fields for under probably the most primary particulars. However you possibly can specify whether or not particular person distributors ought to obtain a 1099-MISC or 1099-NEC after the primary of the yr and course of them via Patriot Software program. You possibly can create and print as many 1099s as you want, however if you wish to e-file them, there is a minimal added value of $20, which covers the primary 5 that you just file.
Patriot Software program Accounting Premium places its accounting and payroll stories on the identical web page. You get 21 accounting stories, fewer than the quantity provided by some opponents.
Reviews are divided into a number of classes: Buyer, Vendor, Monetary (complicated customary stories that accountants usually run and analyze), 1099 Contractors, and 1099 Contractor Types. Customization is minimal, however some stories, like Accounts Receivable Growing older, embrace a chart. You possibly can’t drill down on most stories to get to the underlying knowledge, however you possibly can export stories to CSV and PDF.
Here is one thing Patriot does that I haven’t seen on different accounting websites: It helps you to take motion on particular person line objects in stories. The Bill Element Report, for instance, has hyperlinks to associated duties like making use of funds, emailing the bill, or voiding it.
Is Patriot Accounting Software program Protected to Use?
Patriot Software program is secure to make use of. It protects your knowledge the very same means that the corporate protects its personal important knowledge. Patriot Software program additionally adheres to all required federal privateness, anti-fraud, and safety legal guidelines. The corporate participates in outdoors audits and scrutiny by skilled specialists. It bonds its staff after placing them via reference checks, background checks, drug screenings, and ability/aptitude testing.
No Cellular Apps
Patriot doesn’t have a cell app for its accounting software program, however you possibly can register on a cell browser. It appears to be like and works very like the desktop model, besides that the navigation bar is collapsible, and pages run vertically as a substitute of horizontally, so it’s a must to scroll much more than you do in your pc.
Though there are not any downloadable apps, Patriot has accomplished an excellent job with cell entry. One shortcoming, nevertheless, is you possibly can’t snap an image of a receipt and have the appliance learn it. Minus that one level, it’s complete, enticing, and really simple to make use of.
Is Patriot Software program Accounting Proper for You?
Patriot Software program Accounting is an effective selection for a small enterprise that wants primary earnings and expense administration instruments and needs them to be easy, clear, comprehensible, and inexpensive. Glorious help additionally makes this a sensible resolution for novices. Firms that want time monitoring, extra strong stock help, and complete element involved data and transactions ought to contemplate one in every of our Editors’ Alternative winners, QuickBooks On-line or FreshBooks. Each have what Patriot Software program Accounting is lacking—although they’re costlier—and each supply glorious function units, customizability, and value. FreshBooks is best for very small companies.