Sage Accounting Software program Assessment: Value, Execs, Cons

Sage Accounting is a cloud-based small-business accounting software program. With two reasonably priced plans to select from, Sage Accounting gives important bookkeeping and accounting options, complete reporting and stock monitoring. Regardless of its affordability, nonetheless, rivals like QuickBooks On-line and FreshBooks could present a extra fashionable consumer expertise and higher product transparency.

Nerdy tip: Attempt to not get confused by the Sage naming conventions. “Sage Accounting” is used to seek advice from the cloud-based software program we’ll be reviewing right here, in addition to one of many two pricing plans supplied for this product — Sage Accounting Begin and Sage Accounting. You may additionally see the Sage Accounting software program known as “Sage Enterprise Cloud Accounting.” Moreover, the phrase “Sage accounting” is typically used on-line to seek advice from any or all the Sage software program merchandise that carry out accounting capabilities.

  • Reasonably priced month-to-month prices.

  • Limitless customers with Sage Accounting (second-tier plan).

  • Complete reporting and stock monitoring.

  • Time monitoring not included with both plan.

  • Subscription required for receipt seize service; receipt seize accessible solely with Sage Accounting plan.

  • Lack of readability and transparency with product particulars on Sage web site.

Deciding elements

  • Sage Accounting Begin: $10 per 30 days.

  • Sage Accounting: $25 per 30 days.

  • Sage Accounting Begin: 1 consumer.

  • Sage Accounting: Limitless customers.

Most variety of monetary accounts

Ease of sharing with accountants

Good. Sage recommends that your accountant join the Sage Accounting – Accountants Version to determine a hyperlink to your information with full entry rights. Your accountant can be ready to enroll in free and invite you to hook up with their account no matter your Sage plan stage.

Truthful. You possibly can simply improve from Sage Accounting Begin to Sage Accounting as your enterprise grows. Should you determine to improve, your information will mechanically migrate to the brand new model. If, nonetheless, your enterprise grows past the extent of the Accounting plan, you’ll must carry out a extra guide migration course of to modify to considered one of Sage’s software program merchandise designed for bigger companies.

Truthful. Sage Accounting has a easy dashboard and easy prime navigation, nevertheless it lacks the extra fashionable design of rivals like QuickBooks or FreshBooks.

Moreover, as a result of recognition of Sage in Canada and the UK, it’s possible you’ll discover it harder to seek out consumer assist assets particular to U.S. variations of the software program.

How does Sage Accounting work?

After you join Sage Accounting, you’ll be capable to log in to your account and entry your dashboard. Your fundamental dashboard view would be the abstract tab, which offers an summary of key monetary info, comparable to gross sales, bills and money move. You’ll be capable to navigate to completely different sections of your account utilizing the navigation bar throughout the highest of your dashboard.

Whenever you check in for the primary time, you’ll see the Getting Began wizard, which might stroll you thru the steps wanted to get your account arrange. You’ll be capable to enter fundamental details about your enterprise, like your organization title and deal with, in addition to create and hyperlink your financial institution accounts.

As soon as your financial institution accounts are linked, your transactions will obtain to Sage mechanically, serving to to streamline the reconciliation course of when balancing your books.

Subsequent, you’ll be capable to enter buyer and vendor info. You probably have present contact information in a spreadsheet, you’ll be capable to import it straight into Sage Accounting. You’ll additionally be capable to arrange your chart of accounts, enter opening account balances and evaluation your trial steadiness report.

At any time, you possibly can go to the net assist middle for extra info on establishing your account, or chat with Sage customer support by clicking the chat button within the higher proper nook of your display screen.

With the Sage Accounting plan, you possibly can invite a number of customers to your account and assign them considered one of 5 consumer roles. In case you are working with an expert bookkeeper or accountant, they’ll join Sage Accounting Accountants Version and ship you an e mail invite from their account. When you settle for the invitation, your accountant could have full entry rights to the information inside your Sage account.

Sage Accounting Begin customers should undergo this course of with a purpose to work with an accountant. Nonetheless, though Sage Accounting gives limitless customers, Sage recommends linking accounts by means of this course of for a greater consumer expertise.


Promotional reductions could apply. Sage gives a 30-day free trial for the Accounting Begin and Accounting plan. You can too schedule a one-on-one session with a Sage Accounting skilled to deal with questions you might have, or name its gross sales telephone line for extra product info.

  • Create, ship and monitor invoices.

  • Join financial institution accounts and monitor bills.

  • Add prospects and suppliers.

  • Carry out computerized financial institution reconciliation.

  • Course of on-line credit score and debit card funds.

  • Generate and export monetary reviews.

  • Obtain free Sage Accounting cellular app.

  • Combine with 20+ third-party apps within the Sage Market.

  • All of the options of Accounting Begin.

  • Create and ship quotes and estimates.

  • Arrange recurring invoices, funds and buyer statements.

  • Observe and handle stock.

  • Allow overseas forex invoicing.

  • Seize and submit receipts mechanically with AutoEntry (paid subscription required, month-to-month payment waived for first three months).

Advantages of Sage Accounting

Complete reporting

Between Sage Accounting Begin and Sage Accounting, this software program gives strong reporting options, extending past the essential monetary statements (revenue and loss assertion, money move assertion, common ledger). With the entry-level plan, you possibly can create a chart of accounts, gross sales tax reviews, 1099 vendor reviews and accounts receivable getting older reviews.

The Accounting plan takes reporting to the subsequent stage with money move forecasts, revenue evaluation, accounts payable getting older reviews and inventory actions. For comparability, accounts payable and receivable reporting requires the Necessities model of QuickBooks On-line ($50 per 30 days). FreshBooks doesn’t even supply fundamental accounting reviews, just like the chart of accounts or common ledger, till its second-tier plan ($25 per 30 days), and accounts payable options require the Premium plan ($50 per 30 days).

Stock monitoring

Stock monitoring generally is a significantly helpful function of accounting software program for product-based companies. Not all accounting software program options supply stock administration, nonetheless, and a few that do supply it solely with their top-tier plans.

Sage doesn’t embody stock monitoring with the Accounting Begin plan, however it’s included with the Accounting plan — at $25 per 30 days. QuickBooks On-line is well-known for its stock options, however you should go for the Plus plan (at a minimal) for $80 per 30 days to entry them. Equally, Zoho Books doesn’t supply stock monitoring till its Skilled plan ($50), and the free Wave accounting software program doesn’t present these capabilities in any respect.

With Sage Accounting, you possibly can add merchandise, arrange them into classes and customise their costs. You possibly can monitor portions, set inventory reorder ranges, obtain out-of-stock notifications and generate reviews in your best-selling merchandise. Furthermore, you may as well add companies or actions that you simply purchase and promote to prospects, like software program upgrades or pc repairs.

Limitless customers with Sage Accounting plan

If you need to have the ability to create a number of consumer accounts — with out paying extra charges — the Sage Accounting plan might be a very good possibility for your enterprise. This plan gives limitless customers, with 5 consumer position choices. In truth, one of many 5 choices lets you customise your consumer’s entry ranges, designating the permissions you need them to have based mostly on the completely different sections of your account (gross sales, bills, contacts, and so forth.)

Though Xero and Wave accounting supply limitless customers with their software program, different rivals require that you simply improve your plan or pay separate charges for consumer entry. Even with QuickBooks On-line Superior, the highest-level plan ($180 per 30 days), you possibly can solely add as much as 25 customers; Zoho Books Premium ($70 per 30 days) solely accommodates as much as 10 customers. FreshBooks, alternatively, requires that you simply pay $10 per consumer per 30 days for the crew member add-on — and doesn’t supply accountant entry till the second-tier Plus plan (one thing that’s supplied with Sage Accounting Begin).

Drawbacks of Sage Accounting

No time monitoring

Neither the Accounting Begin nor the Accounting plans embody any time monitoring options. That is significantly uncommon contemplating the Sage web site states that the Accounting Begin plan is finest fitted to the self-employed and microbusinesses, a few of which profit from time monitoring capabilities, particularly in the event that they’re in a service-related {industry}.

Though some rivals are additionally missing on this space — Wave doesn’t supply time monitoring, Xero consists of it solely with the highest-level plan and Zoho requires the third-tier plan ($50 per 30 days) — this can be a important differentiator with options like FreshBooks and QuickBooks.

QuickBooks On-line consists of mileage monitoring with all plans, and though it’s important to go for the Necessities plan to entry time monitoring, you even have the choice to buy QuickBooks Time for extra options, or combine with one of many many third-party time monitoring apps within the market.

FreshBooks is a fair higher possibility, providing limitless time monitoring and mileage monitoring with all plans.

Outdated interface

In comparison with rivals, the Sage Accounting dashboard is paying homage to an older desktop-based software program. The colour scheme is monotone, the font is small and though it isn’t significantly troublesome to make use of, it doesn’t have the identical approachability as some options.

You’ll discover that rivals like Wave, FreshBooks and Zoho, amongst others, have a extra fashionable design. The dashboards are sometimes colourful, with navigation menus on the aspect of the display screen versus laid out throughout the highest. The fonts are bigger and simpler to learn.

The feel and appear of your dashboard is a matter of non-public choice, nonetheless, so it’s possible you’ll discover that you simply choose the Sage dashboard to different choices.

Lack of transparency

The Sage web site is just not straightforward to navigate and might be extra clear relating to product particulars and knowledge. Sage has many software program merchandise, together with Sage Accounting, however the web site is just not at all times in step with terminology — for instance, utilizing Sage Accounting and Sage Enterprise Cloud Accounting to seek advice from the identical product, and calling considered one of two Sage Accounting plans “Sage Accounting.”

These inconsistencies could make it troublesome to find out which product is being mentioned on a specific web page, along with inflicting common confusion. Furthermore, Sage is comparatively transient on the variations between the Accounting Begin and Accounting plans on the principle a part of the web site, however should you dig deep into the assist web site, you’ll find an intensive listing evaluating their options.

Total, it’s possible you’ll discover extra upfront details about Sage Accounting than a few of the different Sage software program merchandise (like Sage Intacct), and but, it’s nonetheless a lot easier to browse the websites of rivals and discover precisely what they’ve to supply with their plan choices.

Extra Sage software program merchandise

Though Sage Accounting is probably probably the most appropriate Sage software program product for small companies, it’s solely considered one of many options the corporate gives.

Right here’s a quick abstract of the most well-liked Sage monetary merchandise:

Desktop-based accounting software program with cloud connection.

Companies that want greater than Sage Accounting can supply, like job costing, superior budgeting or industry-specific options.

Desktop-based enterprise administration software program with cloud connection.

Medium-size companies that want options past accounting software program, comparable to safety, compliance, enterprise planning, distribution and extra.

Desktop-based enterprise administration software program with cloud connection.

Medium-size companies that must handle a couple of location or a number of firms.

Finance and operational administration software program designed for medium-size companies.

Superior provide chain and gross sales administration.

Superior monetary administration software program for bigger companies.

Personalized, enterprise-level wants.

Should you’re interested by any of the opposite software program choices, we’d advocate contacting Sage straight for a demo and extra product info.


A news media journalist always on the go, I've been published in major publications including VICE, The Atlantic, and TIME.

Related Articles

Back to top button

Adblock Detected

Please turn off the Adblocker