Patriot Accounting

Automated daily import of income and expenditure

None yet. I can’t seem to find a fault yet.

Pricing is excellent and I've heard good things about the software, so I thought I would try it.

I had started a small marketing company after selling my property management company. I had always used Quickbooks with my prior company and was totally happy with it. After 6 months with my new company, the cost for Quickbooks Online kept increasing. I turned to Patriot Software as a possible alternative.

Unfortunately, it did not work out. I'm not an accounting person, but I never had a problem with Quickbooks. With Patriot Software, the setup was extremely confusing and difficult. I called support and set up a phone call with an advisor. I was hoping that I could schedule a session or two with a support person to help me set up. Patriot however does not work that way. While they would have someone work with me to setup my company with the software, it would cost $800. I'm sorry Patriot, but that is way to much money for a small business just starting out. I asked if there were videos that could assist me. They said yes, but they are very very limited in number and topic. Additionally, there is very little written information to give direction and to answer questions. Neither does Patriot have a process within their software that takes you step by step in setting various items up. At the end of the day, while the pricing was excellent and exactly what I was looking for, if you can't use the product it is of no value.

Can send our customers estimates and invoices directly from the software. Customers can pay directly also, or we can select not to pay by CC if desired. All of our accounting needs in one software makes it easier for our accountants.

We use a lot of symbols when creating estimates and invoices. Symbols such as inches, feet, dashes. The software cannot read them correctly, and then weird symbols get put in their place, thus making us have to redo and alter how we would like to have our estimates/invoices read. Also, we sometimes need to put a long description for our product, and in some areas the character amounts are limited and all of it will not fit. Another thing is, when an estimate is "Accepted" by our customer, thus then being converted to an invoice, the project notes do not transfer over to the invoice, as the content of the estimate does.

We wanted something that we could tailor to our own needs and that we could more seamlessly transition, from how we previously operated our accounting. We wanted something that was not overly complex to adapt to but that was also able to execute our accounting needs. It's challenging to find programs to best suit the flow of your daily tasks and that can also be flexible with function. Patriot fit all those needs.

Over the years of using this program, we have asked for many changes (with varying degrees of importance) and I cannot think of one that has not been fulfilled by the Patriot team. I'm not sure how they do it, but they seem dedicated to providing customer needs and to help ease workflow however they are able. They are regularly working to improve their software and needs of customers.