Sage One Review

High-grade security  

Sage One uses 256-bit encryption on your data which is the same level of security as your online bank. Your data is stored in the cloud and is subject to far more rigorous security than your internal servers. All your cloud data also undergoes instant automatic backup.

Unparalleled accessibility for you and for your accountant

As long as you have an internet connection, you can log into Sage One no matter where you are, and what device you use. Just open your browser and log in. The software also allows you to invite other users like your accountant. Your accountant can log in at any time to make sure that you always have up to date and accurate information at all times. Both of you can even be logged in simultaneously to collaborate and discuss your business’ financials.

Bring your accounting app with you on your mobile device

Sage One apps are available for Android and iOs devices, allowing you to send quotes and invoices directly to your customers. You can log on from wherever you are to view customer information, record notes, search for customers and contact them straight from your smartphone. You can find your way to your customer’s offices using the map links, and process quotes and invoices, or convert quotes to invoices, and email these to your customer before you leave their offices. Likewise, you can use your phone to take a photo of your receipt, enter your expense details, and quickly update your Sage One bank account.

See your data in graphs and understandable displays

The Sage One dashboard offers graphical displays so you don’t have to read through the usual text style reports to understand what’s going on in your business. The dashboard is customizable, letting you select the display you prefer when you log into Sage One. There are currently over 20 different displays you can choose from.

Easy and intuitive navigation

Sage One has been designed to help you easily navigate between tasks. From one place in Sage One you are able to see a list of all quotes and, as your clients give you feedback, you can quickly assign a status to each quote (e.g. accepted or declined). From this same page, you can also swiftly link the quote to an invoice, eliminating retyping of lines. You may just want to email the quote to the customer again and this too can be done from this one central place. There’s lots of quick links in Sage One for various activities and, through clever design, have been made clear and understandable so you can complete tasks quickly.

Get rid of manual bank reconciliations

Sage One recognizes transactions that come through every month and automatically allocates them to the right account. You can teach Sage One to recognize references and over time, you can halve the number of manual allocations you need to do. If you use automatic bank feeds, it also means that you never have to capture lines into your cashbook. It can link into your internet banking and feed your statement straight into your cashbook.

A zone for your customers

When you invoice customers, they will be directed to their very own zone where they can see all invoices, paid or unpaid, run a statement, update their details, and most importantly, easily select which invoices they want to pay. They can then use Sage One’s own payment gateway (or one of their choice that integrates with the platform like PayPal) to make the payment, instead of having to log into their own internet banking and creating you as a beneficiary.