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Patriot Software Accounting Review

Patriot Software Accounting
Our score: 9.1 User satisfaction: 95%

What is Patriot Software Accounting?

Patriot Software Accounting is a cloud-based accounting solution for business owners and accountants to execute accounting processes in a reliable, accurate, and affordable manner. This easy-to-use tool lets you handle matters related to money without specialized training required. It streamlines cash flow monitoring, invoice generation, vendor and customer payment management, account reconciliation, and financial reporting.

The basic version of the software enables you to accept payments from customers via credit card and record them against the right invoices. You can also link bank accounts and automatically enter transaction data into your general ledger. Meanwhile, Patriot Software Accounting’s premium version enables you to transform estimates into invoices, match your bookkeeping records with financial statements, send automatic payment reminders, and import documents for transaction recording and updating.

You can generate various types of reports as well to gain full control over your business’ financial health. These include profit & loss, trial balance, balance sheet, accounts payable aging, invoice, and sales tax reports.

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Overview of Patriot Software Accounting Benefits

Simplified Accounting Functions

Patriot Software Accounting does the heavy lifting for you so you can focus more on developing and growing your business than working with repetitive accounting functions. It allows you to create recurring invoices from templates and incorporate your own design and information, like logo, color, start and end dates, and frequency. These invoices are automatically emailed to customers on pre-set schedules. The software also helps users gain more free time by simplifying how they accept, record, and track customer payments.

You can integrate your bank or credit card accounts with the software. All activity, transaction, and payment data related to those accounts are instantly captured. Incoming payments will be automatically applied to the appropriate open invoices and products or services and recorded in the right general ledger accounts. With its account reconciliation feature, you’ll ensure your accounting records of assets, liabilities, and equities are consistent with financial statements.

Comprehensive Financial Health Monitoring

The accounting software provides a collection of reports you can utilize to easily monitor and manage your company’s finances. For instance, you can track all relevant details of income, profits, and expenses for any period. You can generate reports that enable you to check activities on specific accounts by any accounting method or basis you want. Through accounts payable aging reports, you can identify customers with outstanding invoice balances for 30, 60, and over 90 days.

Moreover, Patriot Software Accounting allows you to determine how much money you paid or owed to vendors. You can view a complete history of vendor payments with details, such as vendor name, transaction date, account category, and 1099 type. Reports on customer estimates, check transactions, account trial balances, and sales taxes can be created without any hassle as well.

Easy Document Management

Handling financial documents through the software is a breeze. With just a single click, you can generate estimates from existing invoices. Patriot Software Accounting also aids you in complying with IRS requirements for reporting non-employee income taxes. You can generate 1099 and 1096 tax forms as many as you want without additional costs and electronically file them within the software.

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Overview of Patriot Software Accounting Features

  • Bank/Credit Card Payments
  • Payment Recoding
  • Customizable Templates
  • 1-Click Invoice Creation
  • Recurring Invoices
  • Account Reconciliation
  • Profit & Loss Monitoring
  • Document Management
  • 1099s & 1096 Tax Forms
  • Accounting Reports
  • Department & User Management
  • Mobile-Ready
  • Ecpert Support

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Patriot Software Accounting Position In Our Categories

Since companies have unique business demands, it is only rational they avoid deciding on an all-encompassing, ”best” business program. Just the same, it would be futile to try to pinpoint such a software solution even among branded software systems. The better step to undertake is to narrow down the varied major functions which merit analysis including key features, packages, technical skill capability of staff, business size, etc. After which, you should perform the product research systematically. Read some Patriot Software Accounting reviews and check out each of the software solutions in your list in detail. Such comprehensive research can make sure you keep away from mismatched applications and select the system which delivers all the function your company requires.

Position of Patriot Software Accounting in our main categories:

TOP 20

Patriot Software Accounting is one of the top 20 Accounting Software products

If you are interested in Patriot Software Accounting it could also be sensible to analyze other subcategories of Accounting Software gathered in our base of B2B software reviews.

Companies have different needs and requirements and no software solution can be just right in such a situation. It is useless to try to find a perfect out-of-the-box software app that meets all your business requirements. The smart thing to do would be to adapt the solution for your specific requirements, employee skill levels, finances, and other aspects. For these reasons, do not rush and subscribe to well-publicized popular systems. Though these may be widely used, they may not be the perfect fit for your unique needs. Do your research, look into each short-listed platform in detail, read a few Patriot Software Accounting Accounting Software reviews, speak to the vendor for explanations, and finally select the product that provides what you want.

How Much Does Patriot Software Accounting Cost?

Patriot Software Accounting Pricing Plans:

Free Trial

Accounting Basic

$15/month

Accounting Premium

$25/month

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What are Patriot Software Accounting pricing details?

Patriot Software Accounting Pricing Plans:

Free Trial

Accounting Basic

$15/month

Accounting Premium

$25/month

Patriot Software Accounting offers two enterprise pricing plans for users to choose from. Here are the details of each plan:

Accounting Basic – $15/month

  • Incomes, Expense, & Profit Tracking
  • Credit Card Payment Management
  • Automatic Bank Transaction Upload
  • Payment Recording
  • Form 1099 & 1096
  • Electronic Tax Filing
  • Vendor Payments
  • Integration with Patriot Payroll Software
  • Departments
  • Mobile-Optimized
  • Expert Support

Accounting Premium – $25/month

  • All features in Accounting Basic, Plus:
  • Estimates Generation
  • Customer Payment Reminders
  • Customizable Invoice Templates
  • Recurring Invoices
  • Receipts & Documents Management
  • Account Reconciliation
  • User Permissions

User Satisfaction

Positive Social Media Mentions 192
Negative Social Media Mentions 23

We know that when you make a decision to purchase a Accounting Software it’s vital not only to learn how experts rank it in their reviews, but also to discover if the actual people and companies that bought this software are actually content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Patriot Software Accounting reviews across a broad range of social media sites. The data is then displayed in a simple to understand form indicating how many customers had positive and negative experience with Patriot Software Accounting. With that information at hand you will be ready to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Patriot Software Accounting?

Patriot Software Accounting integrates with:

  • Patriot Software Payroll Basic
  • Patriot Software Payroll Full Service

Patriot Software Accounting User Reviews

Patriot Software Accounting average rating:

Average score
4.5/5 (1 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

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More reviews from 1 actual users:

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Very happy I switched from Quickbooks

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.03.2021 Company Size: N/A Industry: N/A

PROS: The price by far is the best aspect of the accounting software

CONS: I haven't had any issues

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Patriot Software Accounting user reviews

Very happy I switched from Quickbooks

Read full review >
Anonymous Reviewer
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.03.2021 Company Size: N/A Industry: N/A
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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