PROS / The summary tabs on the dashboard give you a graphical overview of your business's sales, expenses, cash flow and forecasted cash flow.
CONS / It lacks timesaving automations offered by competitors such as recurring invoices, automatic payment reminders and suggested matches for bank reconciliation.
VERDICT / Sage One is easy to navigate with an attractive dashboard. However, it lacks timesaving integrations and doesn't track inventory.
Sage One is cloud-based accounting software for small businesses. Like the other accounting software we reviewed, you can set up your account online. However, this was the only program we tested that got hung up during the account-creation process. We tried logging in using multiple browsers and even created another account with the same result. However, the problem was resolved the following day and we were able to log in just fine.
The interface is clearly labeled, and it's easy to find features. The dashboard's summary tabs display getting started tasks and graphs with customizable date ranges that help you monitor your sales, expenses and cash flow. You can create quotes and estimates and convert them to invoices with just a few clicks. You can customize invoices with your logo and choose between two templates each for product and service-based invoices. You can toggle the delivery address and tax display, add terms and notes. There are no options to change colors or fonts. There isn't an option to create recurring invoices, which may be inconvenient if you offer any subscription products or services.
The system also lacks the ability to schedule automatic payment reminders, track billable hours or add expenses to invoices. As a workaround, you can manually enter billable time and expenses to invoices, but there isn't a built-in feature that streamlines these tasks, and you can't attach receipts to invoices.
Although you can manage vendors, track bills and enter information about inventory items into this online accounting software, such as pricing, categories and descriptions, it doesn't create purchase orders or track inventory, which are useful features for businesses that sell products. It also doesn't print checks.
You can run more than a dozen financial reports that help you analyze the health of your business, including a general ledger and an aging report. You can connect your bank account and credit cards so you can reconcile your accounts; however, unlike many of its competitors, this is a manual process as Sage One lacks an automated reconciliation tool that suggests possible matches.
A mobile app is available for both iOS and Android devices, and you can use it to create invoices, record expenses and view graphs of your business's performance. It integrates with many third-party programs, and if you want to give your customers the option of paying your invoices online, you can add Sage's payment processing to your account.
The company's website features a blog, knowledgebase, how-to videos, and you can also purchase training courses through Sage University. If you need customer support, you can reach out to the company live chat, email or support ticket.
Sage One small business accounting software has an attractive dashboard with graphs and charts that give you a clear overview of your business's health. It has easy-to-find features, you can create quotes and estimates and convert them to invoices. It lacks the timesaving automations that many of its competitors offer, including payment reminders, recurring invoices and reconciliation matches. It also lacks the ability to create purchase orders and track inventory, making it a better accounting software option for service-based businesses.