Patriot Accounting

Pros

This product is characterized by accurate work in accounting and financial management and its reports.

Cons

A good product at work consists of several working tools.

Pros

Double entry accounting, transaction account suggestions from previous entries, account reconciliation, and invoice format.

Cons

Inability to copy a JE or create a recurring JE, lack of dashboard metrics (net income vs last year, monthly revenue and expense trends, etc...), inability to add additional description to imported transactions without having to delete auto generated details, inability to mark transactions as billable

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

Patriot is user friendly with easy set-up If you do make an error, you can fix it easily.

Cons

When processing a transaction to categorize it is a little clunky, but I may need to make a small change my descriptions.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

The customer service is incredibly helpful.

Cons

The software is challenging if you do not have an accounting background.

Pros

I love the simplicity of the system and the personal help when I have an issue. The support staff are not just people hired to answer the phones but people with bookkeeping experience who are proficient with the program.

Cons

The only thing I miss from using other platforms is the bank account layout as a register, but I am adjusting to seeing the general ledger for that.

Pros

So simple and easy to use, has way for features for a more affordable cost.

Cons

I wish there was some other bookkeeping features like being able to search and select certain transactions and categorize them all at the same time if they are the same thing. I also think that notifications when the bank accounts get disconnected would be helpful.

Pros

Simple accounting software and the company mission and ethics align with my beliefs.

Cons

The inability to reset or make edits to journal entries makes this software unusable. If you make a mistake then the mistake is set and you have no way to make any edits so your financial statements will be incorrect moving forward. You have to jump through a ton of hoops in order to correct any minor error which is the reason I cannot recommend this software to anyone, unfortunately.

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

It was very easy for me to use right away. Any questions I had were responded to extremely quickly.

Cons

I would like to have the ability to customize expense categories to tailor it to my specific business.

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

Support representatives are helpful and easy to understand. Patriot answers all questions without waiting or being transferring around. The program is easy to adjust to when moving from a different product.

Cons

Can't think of a thing.
Patriot Accounting Easy to use

Pros

Well designed, clean user interface, highly intuitive

Cons

Some specific features are somewhat hidden

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

In switching from another accounting software program to Patriot Software, naturally there was a learning curve involved to get familiar with Patriot. Several calls to customer service were answered or returned right away, and the staff was always helpful, patient, and totally professional. My only regret is that I did not make the switch to Patriot Software even sooner, just for the outstanding customer service.

Cons

At first the "extra step" of printing checks - downloading the form as a pdf file - was a little hard to get used to. But now that I understand the process better, and can see that this could be an important security feature, it's not really an issue.

Pros

Customer support by [sensitive content hidden] are the best.

Cons

I like everything about Patriot compared to Quickbooks

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

We switched from QuickBooks and that process was fairly easy, along with great support from Patriot. That's the best part of the software - the people at Patriot. They are prompt, attentive, and seem genuinely interested in improving their product. A close second is the Payroll product. It is ridiculously easy to use and far less expensive the most other on-line payroll services.

Cons

It is not intuitive. For example, if you just want to look at your general checkbook ledger, you cannot just click on an icon. You have to go to reports and then find the one that says "account balances." There are a number of things that make sense after you do them (voiding or deleting a check is a multistep process), but it's frustrating trying to find them. One of the biggest head scratchers is that printing a three-part check only prints on two parts of the check. That seems like a pretty basic item to fix, but it's still only two-parts.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

The system is super easy to use and understand and works as it should. Not buggy like some other big name accounting programs. Also if I need support I can honestly say the support team is is ready, willing and qualified to help and they will take the time needed to be sure my issue is handled. To the point that I am amazed at the time and care they take.

Cons

Every so often there is something I have trouble finding ( but support helps me!) part of that may be because I am not an accountant. But even those issues are rare and they are always adding nice features to make my job easier.

Pros

Started out on the package almost 5 years ago. It was pretty basic then, Patriot has added a steady stream of features to it each year. We don't use a lot of them however. I like the dashboard. If you are using the Payroll module, it's totally seamless integration. No frills accounting but that's ok because that's all I need.

Cons

Can't put a check number on a Quick Pay when you are running it. I use manual checks and there's not way to do that, except by putting the check number in the notes. If you are using printed check stock, that would not be an issue. Reporting is a little thin, but it gets the job done. The Financial statement is a little weird how it calculates owner's equity but my accountant reviewed the numbers and said it is correct. If you have accrued liabilities, They use "modified cash basis" which it also odd vs. Cash Basis. No Statement available to send out to customers.

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

Customer support is fast and helpful, always there for you. Software is easy to use and the interface is very intuitive. Everything works great without any issues, if issues appear support will deal with them.

Cons

The features that I needed the most were at the Premium plan, but is worth it.

Pros

The tool makes handling accounting and financial reporting easy. It is well equipped.

Cons

Never had issues with Patriot Accounting.

Pros

Ease of use, accuracy, customer service

Cons

No issues.................................

Pros

Their customer service is good and the software is pretty easy to use. Their pricing is also reasonable.

Cons

It can be difficult moving from a different accounting program to this one. Some of the accounts payable entries are time consuming. Sometimes it seems like there are extra steps required that are unnecessary.

Pros

It is simple and power. support either cash-basis, modified cash-basis, or accrual accounting.

Cons

The premium version has enhanced functions. e.g. Subaccount capability. Better to reduce the cost to be more cost friendly.

Pros

I can do a lot of things with this software and not just simply payroll itself. It is also very easy to use. I can use the free expert support wherein the chat support aren't robots. I call, chat and email them and they really solve problems. It's mobile friendly too. It doesn't take up too much space on my phone. The design gives me access to my account anywhere and there is no hassle in downloading and updating. These are the things I like most based on experience and it's overall helpful to me.

Cons

What I like least about this software is the optional 1099 e-filing because it has nominal fees. It's nice to have this feature though and it's good because it's optional. I'm just sharing that it's my least favorite feature. This feature is digital and I can file forms with it in just a few clicks.

Pros

It is mostly easy to follow and the customer service is outstanding!

Cons

To date I have not encountered anything about the program that I don't like

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

The patriot payroll system is very easy to use and blends well with our accounting.

Cons

Generally I only have good things to say!

Pros

Customer service is top notch. When ever I have a question, it is answered either by chat, phone call or searching through the system. Very user friendly.

Cons

I don't like the preset invoice number when creating an invoice. I would like that to be blank. I have my own invoice number to enter, so I need to delete the preset before entering my own.

Pros

The recurring billing is a huge plus of this software where so many other online accounting programs fall short.

Cons

It’s very difficult to correct things in this software. It has way too many limitations and some are totally not logical- like only allowing numbers in reference field and when searching for things, the constant need to date change rather than allowing date ranges to remain as you search for past entries, etc.

Pros

U.S. Based. Private company, US based support with very clear English. Amazing live support so I learn that way. I can afford it and I feel I get a very high quality service.

Cons

Some items won’t transfer from my American Express statement and it is a bit confusing how to add/remove items. Journal is a bit confusing. But the live help is amazing and I learn more each time I call.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

I am a control freak, so I like to do simple debit and credit accounting so that I can control everything going into my books. Patriot is easy to use and doesn't have all the what I call "noise" that other accounting softwares have. Some programs have so much fluff added to them but all I want are the basics and Patriot gives me that. This makes it easy to use.

Cons

There are a few things in invoicing and bill pay that I might change but they are minimal. Other than that I have no issues with this software.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

Simplicity is nice and also like use of departments.

Cons

Reporting is lacking a cashflow statement. Software does not accommodate billing expenses.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

It is easy to use. The A/R and customer invoicing work fairly well. Reports that are on the system work okay, but I wish there were more and some more flexibility. Customer service is great.

Cons

Accounts Payable- There is no easy way to go into a vendor's file and see the entire payment information. You have to go to a billing report to see some info. There is plenty of room in the vendor payment heading to see each and every part of a vendor invoice number, dates account charged, date paid & check number. You cannot see all this now.

Pros

Ease of set up, ease of use, and when customer service is needed, they are always easy to understand and have been amazing.

Cons

The problem with the emailing an invoice only from a Google browser. That is a minor inconvenience, but really the only inconvenience I have found so far with the software.

Pros

Bank syncing is my favorite feature followed by US customer support personnel and price

Cons

It did take a bit of forms and time to set up, but once you get through the regulatory requirements, it was very easy.

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

This is a very robust accounting solution.

Cons

I wish I had paid more attention in college accounting. Unfortunately, ease of use is not a primary strength.

Pros

It's like having your own accountant at your finger tips.

Cons

I wish they would also handle all my yearly audits from my insurance company and also the State of Maryland yearly audits as well, my old accountant handled that for me.

Pros

They pick up the line when calling in to Customer Support.

Cons

Accessing the training videos is a hassle on top of a hassle. It was not a simplified process. [sensitive content hidden] explained that you need to select "Help Info" at the top of your screen, then type in whatever it is you are searching for. When initially performing a specific search under "Help Info", this would bring up articles rather than training videos. In this regard, the site is not user friendly. Additionally, in speaking with Customer Support over time I became aware there is a lack of clarity and individual support. The default response to a majority of my calls made for specific support in using the product was "I do not have an answer for you; go to our website and perform a search under "Help Info" or play around with it; you're smart." Customers do not always have time to do so and receiving a rote response when calling for "support" is not helpful in any case. Patriot Software Staff must be trained specifically for this reason.

Pros

I can integrate it with payroll. It's pretty simple to use.

Cons

The idle time before log out needs to be done away with. I use my software dozens of times during the day and generally have to log back in about half of those times and the software apparently won't let my computer save the log in info so I have to enter it every time. I don't like that the payroll checks are not listed separately in the check register. Makes it aggravating when trying to reconcile with bank statement. I wish it would print the invoice numbers being paid on vendor checks. I would also like the "check all" choices to be gone. I would rather check the ones I need instead of first having to uncheck all. I also need to be able to enter vendor credits.

Pros

I was really not impressed with anything about the program

Cons

I do not like how the payroll software interacts with the banking reconciliation. It took me forever to align the checks for printing, finally figured out that the payroll checks aligned differently than the accounting checks

Alternatives Considered

Reasons for Choosing Patriot Accounting

Switched From

Reasons for Switching to Patriot Accounting

Pros

I liked that it was somewhat user friendly

Cons

It didn’t work some newer AP applications

Pros

Nothing as it doesn’t seem to be working with me and taxes

Cons

It’s not applicable even though I asked multiple times when I signed up

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

Super easy format to navigate and understand. I had no issues with my customers when I switched softwares. The price is amazing compared to what I was using. My monthly subscription price was consistently going up. I live the fixed pricing.

Cons

I have Zero cons with Patriot Software so far.

Pros

The customer service is absolutely amazing. I’m definitely NOT a numbers or bookkeeping person, & I was skeptical about being able to use any accounting software, but even in some areas where I had a mess they worked with me to not only resolve but to understand the situation. I can’t say enough about how pleased I am.

Cons

I would love payment options of credit card or checking account

Pros

I can adjust the amount I need to cover payroll as often as needed. Adding new employees is a snap

Cons

Sometimes it’s hard to produce the reports I need such as for Workers Comp.

Pros

I liked the price. We are a small company and I didn't want to pay crazy amounts for something that I had been doing on an excel spreadsheet for free but as we were growing I knew I needed something a bit more stream lined and Patriots was what we needed. I love that I can invoice and the customer can pay online and now with ACH payments my % of fees is lower.

Cons

Accounting is backwards so it took me a moment to figure out how to input journal entries but customer service helped me with that task. That's more of a me thing and a compliment to you.

Pros

It is an American company that provides customer service based in the USA.

Cons

Patriot doesn't have a geolocation service integrated with employees' payroll.

Pros

Ease of use. Multiple reports. A must have for our business!!

Cons

Usually need to convert reports to other formats for my auditors or tax professionals. But is no biggie.

Pros

The migration process to Patriot was very simple and straightforward. The reports are great and some we are able to customize to meet our needs through filters. Recording payments is simple, and running payroll is a breeze.

Cons

I don't like that I have to open each invoice individually to print them. I would like the ability to select multiple invoices to open at the same time to print. When we invoice our clients, we typically do them in batches and printing each one separately is time consuming.

Pros

They have live support and it’s really easy to use

Cons

A little conjusted. Too much in one place. Can be more user friednly

Alternatives Considered

Reasons for Switching to Patriot Accounting

Pros

Patriot Software is simple to use, and I recommend it to all of my service-based clients.

Cons

So far there is nothing I dislike about the software.

Pros

Easy to setup. When I had accounting questions the customer support was friendly and answered my questions.

Cons

Timing of credit card payments marked as paid in Patriot but funds not received for several days from Stripe. Not really an issue after you understand the process and how to reconcile the bank statements.

Pros

Ease of use and Cloud Based Accounting Software.

Cons

There is really nothing that I can Pinpoint as a Con at this time

Pros

Everything is user friendly, the help line is awesome!

Cons

I am in Hawaii so the help hours are somewhat limited