Last Updated 03 July 2017 | By:

SageOne Review

Is It The Best Software For You?

Sage One Accounting ReviewTrying to figure out which company has the best accounting software for your business? Picking a financial management platform can be confusing and challenging for newcomers. Today, we’ll be talking about SageOne, and how their platform may be a great choice for your small business.

In this SageOne Review, we’ll be going over some of their pros & cons, customer reviews, pricing and more. So without further adieu, let’s get started!

Sage One Pros & Cons

Pros

  1. Add-ons: Their software is compatible with over 26 add-ons, including ecommerce-based widgets for platforms like Shopify, or Flashnode which can pull data from a huge variety of services from ecommerce to warehousing, payments, etc.

  2. Reporting: SageOne automatically generates a number of well-designed/structured statements, balance sheets, and reports so you can stay on top of things.

  3. Customization: Create spreadsheets and invoices that reflect your needs and your style of business.

  4. Bank Integration: Your accounts can be imported and will automatically sync all further data.

  5. Simple Set Up: Create an account in less than 5 minutes. From here, you can collaborate with your accountant, team members, employees and more.

  6. Multi-currency: SageOne’s platform supports over 30 currencies so you can use their account software anywhere in the world.

Cons

  1. Payroll: If you need payroll management, you’ll have to reach out to their higher-tiered addons (Sage50, Sage100, or Sage300). The parent company “Sage” has a number of solutions for different business sizes, and as you move from 1, to 50 to 100, the features (and price) will increase dramatically.

  2. Navigation: Their system can be a bit clunky. It’s modern, and well-designed in general but we still faced a few challenges navigating their website and understanding their approach.

  3. Changes: Their packaging has changed, they’ve released a new version of their mobile app, removed the older free version, and there’s also smaller charges now for things like adding administrators.

  4. Scalability: Like others in the industry, this software isn’t yet capable of handling the needs of a medium or large operations.

SageOne Pricing & Features

SageOne uses a similar pricing style as many of its competitors. There are two packages that members can choose from, “SageOne Start” and “SageOne Accounting”.

Note: In the last few years, they’ve altered their pricing considerably. Instead of having three packages, starting first with their mobile app, SageOne offers the introductory package for free, and then moved up to more expensive options.

Now, they offer two packages at lower rates than ever before.

 

Available Software Plans

We’ve included a screenshot of their current pricing below. As you can see, they offer a 30-day free trial for both packages, as well as a significant discount for your first 6 months. For those few months, you’ll pay $6.99 or $19.99. After that, the monthly charges go up to $10/$25.

SageOne Software Plans

Within the two packages, you receive an impressive number of features and resources. Most of them are pretty familiar, like those you find in the SageOne Start package which includes:

  • Sales Invoicing
  • Tracking Capabilities
  • Bank Integration
  • Profit & Loss, Balance Sheets, Reports
  • Business Tax Management
  • 1099 Form Prep for Contractors
  • Check Printing
  • Mobile App Access
  • Cash Accounting

Once we get to the Premium package, some of the features or services are less familiar to the vast majority of our readers. Some of these include:

  • Accrual Accounting: Income and Expenses recorded when earned, regardless of payment arrangement (sent or received). Includes booked sales and purchases.
  • Products & Services: Because you can manage ecommerce through their widgets and apps, this is about integration between your accounting software and web store.
  • Versatility: With both multi-company capabilities (secure, controlled access with partner brands) and multi-currency invoicing, SageOne is flexible.
  • Remittance Advice: Confirmation of payments for vendors, which adds to trust value and overall brand perception with manufacturers and producers.
  • Credit Notes: As SageOne puts it this feature, “Create credit notes for returns to offset future payments.” Sounds simple, but in practice it’s a huge time/budget-saver.

 

A Quick Look Inside SageOne

SageOne’s mobile and desktop setup is pretty well-organized. They include reminders on payments and invoices, to-do lists, and spreadsheets on earnings, sales, payments and more. The dashboard is easy to use and makes it less of a headache to pinpoint all the basic features.Inside SageOneBut, while they’ve made some improvements to their software, it may still take you a bit of time to get the hang of things. The UX (user-experience) can at times be a little confusing, but their “Get Started” guide (on their Help Page) helps to iron out any of the kinks.

They do a good job of covering the basic “How To’s” of their system, but beyond that it would be best to either contact their customer support, watch their explanatory videos, or do a little research online.

Here’s a look at some of the bank integration features in action:

SageOne Integration

It’s nice because you can make transactions through their platform after connecting with your bank in a couple clicks. And, SageOne templates allow you to pay suppliers easily and accurately. Once you hit send, the amount is automatically subtracted from your bank balance.

Now, let’s take a quick look at some of the Customer-based information you can glean and put to good use:

SageOne Customers Information

In addition, you can keep a close eye on your data. SageOne collects revenue data, expenses, keeps track of your taxes and allows you to create estimates for future services. This data can be used at any time to create reports to help further illustrate how your business is growing.

SageOne Customer Reviews

SageOne Customer ReviewsWhen it comes to their reviews, SageOne is in an interesting position in comparison to other industry players. Though they’ve been around for decades, they don’t quite have the buzz of companies like QuickBooks and Xero. But, while they only have around 25 reviews on Trust Radius, their ratings are strong as shown below:

SageOne Accounting Rating Summary

In most categories, SageOne does a bang-up job keeping usability, performance and support above a 9 out of 10. Their Overall Rating is the lowest score they have, which is mostly due to a few unfavorable reviews from a few years back.

When we looked over these reviews, we found that some of the complaints had since been remedied in later versions of the software. Features like Packing Slips and Invoice reminders have been added, and it’s encouraging to see a company taking constructive feedback and making improvements.

SageOne Feature Rating Summary

Most of their features also do remarkably well. But as always, there’s room for improvement.  Hopefully, SageOne will continue their practice of implementing customer driven features.

How SageOne Compares

SageOne ComparisonHow does SageOne stack up against the competition? In some ways, they do well, and even offer services or partnerships that big name brands don’t. In others, they fall a little short.

SageOne does a great job of offering tons of services in their packages, more so than smaller accounting software like Kashoo. In fact, their introductory package is jam-packed with a ton of amazing extras. We can see that SageOne is clearly a learning, growing company that’s constantly evolving to keep up with demand.

There are a few key comparisons to keep in mind.

  • SageOne, and their partnerships, don’t act as a payroll service (except in their higher-tiered solutions). If this is an important feature, look into companies like Wave, who do payroll on top of everything else – $2 to $4 per employee plus $15/mo.
  • Companies like Xero ($9, $30, and $70/mo) set limits on the number of transactions in their Starter plan, while SageOne allows you to send an unlimited number of invoices in every plan regardless of the price difference.
  • If you’re looking for software that can scale and grow with you, SageOne might not be the best fit. Other companies like Freshbooks ($15, $25, or $50/mo) have an easier time handling a higher volume of transactions and administrators.

HERE’S A QUICK VISUAL

SageOne
  • Pricing Starts at
    $6.99/month

  • 3 million+ users so far

  • Perfect for:
    Anyone looking for a software that goes beyond accounting & operates in many countries

Visit Website
Xero
  • Pricing Starts at
    $9/month

  • 600,000+ users so far

  • Perfect for:
    Anyone needing affordable, comprehensive & flexible accounting software

Visit Website

Frequently Asked Questions

Do I Really Need Accounting Software?

That decision is up to you. If you’re confident in your accounting skills, it might be possible to go the DIY route, but doing all the number crunching independently can be hard work, not to mention time consuming.

If you’re not yet sure what an accounting service could do for you, SageOne allows you to try their entire program for free for 30 days, so you can get a feel for what it could do for you.

Any Hidden Fees?

Nope! SageOne has done the legwork and compiled a full list of what’s included with each package, so you know exactly what you’re investing in.

Do I Still Need an Accountant?

Yes and no. SageOne, at this stage, can’t handle everything. If you’re business needs some personalized attention, we highly recommend seeking out an accountant. That being said, if you’re just getting started, and you need to get the ball rolling on a budget, SageOne’s accounting software is a great start.

How Secure is SageOne?

SageOne keeps up with all industry standard security protocols including SSL encryption and everything else you would expect when working with any other serious software provider today.

Is SageOne Right for You?

SageOne offers a number of great resources and features that could be your perfect fit. Want to learn more? Head over to their website by clicking the link below to see all of what this company has to offer.

But, if you’re not quite sold yet, take a peek at our other accounting software reviews through our comparison guide. Cheers!

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