Patriot Accounting is an online accounting software designed for small businesses and their accountants. It offers a wide range of features to help users manage their financial transactions and stay on top of their finances.
One of the key features of Patriot Accounting is its ability to track money transactions and pay bills. Users can set up multiple accounts, including expense accounts and income accounts, to handle different types of transactions such as money deposited or withdrawn, outgoing money, activities for payroll, incoming money from product sales, and more. The software also allows users to easily import transactions, or upload a file from their bank, and reconcile their accounts. Additionally, Patriot Accounting uses cutting edge machine learning to suggest accounts for transactions, making the process of categorizing transactions more efficient.
In addition to tracking transactions, Patriot Accounting also helps users manage their invoicing and vendor payments. Users can easily add, delete, or edit information related to their customers and vendors, and customize sales tax rates as per the laws applicable in their state for easy tax calculation whenever an invoice is raised. The software also allows users to print vendor payment checks, and generate payment reports for multiple vendors for a specified date range.
Patriot Accounting also offers a wide range of reports to help users stay on top of their finances. These include vendor or customer payment histories, accounts payable aging, accounts receivable aging, check register report, balance sheet, profit and loss statements, and form 1099/1096 summaries. Users can also opt to e-file their 1099’s to the IRS, making the process of filing taxes more convenient and efficient.
Overall, Patriot Accounting is a comprehensive and user-friendly solution that offers small businesses and their accountants the tools they need to manage their finances effectively. Whether you need to track transactions, manage invoicing and vendor payments, or generate financial reports, Patriot Accounting has you covered.
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• Track financial transactions and pay bills
• Manage multiple accounts for different types of transactions
• Import transactions and reconcile accounts with ease
• Utilize cutting-edge machine learning for efficient transaction categorization
• Easily manage customer invoicing and vendor payments
• Customize sales tax rates as per state laws
• Print vendor payment checks
• Generate detailed payment reports for multiple vendors
• Access payment histories for vendors and customers
• View aging of accounts payable and receivable
• Generate check register reports
• Generate Balance sheet and profit and loss statements
• Generate Form 1099/1096 summaries
• E-file 1099’s to the IRS
• Access other financial reports.
Pros and cons
- User-friendly interface
- Comprehensive financial management tools
- Customizable sales tax rates
- Efficient transaction categorization
- Reports for financial analysis
- E-filing 1099’s to the IRS
- Limited to small businesses and their accountants
- Limited integrations with other software
- Limited support for international businesses
- No mobile app
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• Process checks for multiple accounts or vendors • Store and attach electronic files related to vendors or customers • Rules for bank transactions and AI to reduce time and clicks • Invoice creation functionality with customizable sales tax rates • Pay vendor bills and approve payments • Track accounts payable and accounts receivable with detailed reports
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- Salesforce Sales Cloud
Asia, India, Australia, Brazil, Canada, China, Europe, Germany, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States
What are the main features of App?
- Sales App View – great overview of sales
- Contact History
- Full Customization
- Email integration
- Goal Setting & Reporting
- Roles & Organizational Hierarchy
- 24/7 Support
- Google Calendar & Contacts Integration
- Powerful API
- Mobile Apps
What type of pricing plans does App offer?
Starting from: $15.00/month Pricing model: Subscription Free Trial: Available (No Credit Card required)
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