Patriot Accounting Review (2023): Features, Pricing, and More

Patriot’s quick information
Our ranking: 4.0 stars out of 5 Pricing: Begins at $20.00 per 30 days Key options Limitless invoicing to limitless clients. Limitless customers on all plans. Wonderful buyer assist and coaching.

Patriot gives accounting software program with a deal with ease and affordability. Whereas it isn’t the most affordable choice on the market, it gives limitless invoicing and limitless customers ― two issues different software program usually cost extra for. That, mixed with its top-notch buyer assist, could make Patriot a good worth for some companies.

Nonetheless, Patriot doesn’t have any showstopping accounting instruments, and yow will discover cheaper software program that provides extra options. So if standout customer support doesn’t sound like one thing you want, chances are you’ll need to contemplate some alternate options to Patriot as a substitute.

Soar to:

​

Patriot Accounting plans and pricing

Patriot has simply two plan choices. Each plans offer you limitless customers and limitless invoicing, however the Premium plan provides you extra options general.

You may get a free 30-day trial of Patriot accounting software program ― excellent for testing out all of the options on both plan.

Accounting Fundamental

The Accounting Fundamental plan prices $20 per 30 days. It provides you important accounting instruments, like double-entry accounting, invoicing, bank card funds and gross sales tax monitoring.

That mentioned, this plan is lacking a few of the options we’d count on ― like checking account reconciliation and even primary bill customization.

It’s additionally value noting that the $20 value level makes Patriot’s beginning plan comparatively costly, particularly contemplating the lacking options. A lot of the best accounting software begins effectively below $20 and offers you instruments like account reconciliation. With that in thoughts, it’s exhausting to justify the price of this plan.

If you wish to use Patriot accounting software program, we suggest the Premium plan over the Fundamental plan.

Accounting Premium

Patriot’s Premium plan prices $30 per 30 days. That’s a decrease value than premium plans for a lot of rivals ― however keep in mind that Patriot’s Premium plan has extra in frequent with beginning plans from different software program. In different phrases, Patriot pricing isn’t fairly as aggressive as it would look.

Nonetheless, the Premium plan does offer you extra instruments to work with than the Fundamental plan. Together with checking account reconciliation and bill customization, you additionally get options like subaccounts, consumer permissions, estimate creation, recurring invoices and receipt administration.

Observe that the Premium plan nonetheless doesn’t embody time or attendance. That’s an additional $6 per 30 days, plus $2 per worker.

Key options of Patriot Accounting

Invoicing

Each Patriot accounting software program plans include invoicing ― and limitless invoices to limitless clients, no much less. That’s a pleasant contact, provided that some accounting software program (like Freshbooks) limits what number of purchasers you’ll be able to bill per 30 days.

Determine A

And Patriot makes it straightforward to create and handle invoices. You’ll be able to even add contacts in CSV format to make invoicing sooner. With the Premium plan, you’ll be able to convert accepted estimates to invoices with only a couple clicks. Plus, you’ll be able to settle for bank card funds via CardConnect.

That mentioned, Patriot’s invoicing has some massive limitations ― principally in relation to customization. Solely Premium customers can customise invoices in any respect. Even then, it’s important to select from simply three very primary templates, and you may solely replace the brand and accent shade.

Determine B

Most accounting software program allows you to make these sorts of adjustments on even their most simple plans. Lots of them offer you extra bill template selections too.

In different phrases, Patriot’s limitless invoicing can enchantment to companies that bill plenty of purchasers every month ― however you’ll need to accept primary, utilitarian templates.

Consumer entry

Each Patriot plans allow you to add limitless customers to your accounting software program at no additional value. Whereas yow will discover different accounting software program that offers you limitless customers (like Wave), common options like QuickBooks and FreshBooks cost you extra for extra customers. So we respect that Patriot allows you to add each staff member, your accountant and anybody else you need.

If you wish to management what customers see and do together with your accounting software program, although, you’ll want Patriot’s Premium plan. That plan gives consumer permissions, letting you tailor everybody’s entry as you see match.

Determine C

As an example, you need to hold most customers from viewing payroll experiences which have personal figuring out data. Or chances are you’ll need to let your accountant see all of your receipts, paperwork and experiences with out having the ability to change your financial institution information or add new customers.

However between Patriot’s limitless customers and the flexibility to customise permissions, you don’t need to be stingy with entry to your accounting software program, which may help you stop bottlenecks in your staff’s workflow.

Customer support

There’s one factor most Patriot account software program opinions agree on: Patriot has nice customer support. It earns glowing reward for its customer support ― a pleasant distinction to complaints about firms like Intuit. And whereas some accounting software program (like Wave) limits you to e mail or chat assist, Patriot gives cellphone assist too.

Patriot opinions from clients report that its customer support staff has fast response occasions, which means you by no means have to attend too lengthy for assist. Plus, reviewers say Patriot’s staff is definitely useful. Reps have the experience to reply questions and remedy issues.

Sadly, Patriot doesn’t provide 24/7 assist. It does have prolonged weekday hours, although, with availability till 7 p.m. EST. So you’ll be able to deal with points that pop up within the late afternoon, no downside.

Whereas not each enterprise wants tons of assist, its sturdy assist staff is definitely certainly one of our favourite Patriot options: For groups that do want help, Patriot’s assist can prevent tons of time and frustration ― and assist hold your accounting correct.

Oh, and in the event you occur to want a extra self-guided strategy, Patriot nonetheless has you coated. Patriot has an in depth coaching library with every kind of guides to its software program. Lots of these guides embody movies, so you’ll be able to see precisely how one can use Patriot accounting software program.

Patriot professionals

• Very optimistic buyer opinions.
• Experiences of wonderful customer support.
• Free skilled setup.
• Limitless customers with all plans.
• Clear, usable interface.
• Free 30-day trial and simply accessed demo.
• Integration with Patriot payroll software program.

Patriot cons

• No money movement report or different money movement monitoring.
• No software program integrations (besides Patriot Payroll).
• Restricted scalability with simply two plans.
• No mileage monitoring.
• Separate product (and charge) for time monitoring.
• No cell app.
• Lack of frequent instruments on primary plan.

If Patriot Accounting isn’t ultimate for you, take a look at these alternate options

Whereas Patriot software program may match effectively for companies that want a easy, user-friendly expertise, many companies will do higher with a special accounting software program. In any case, Patriot doesn’t have many standout options, and it isn’t notably competitively priced. So chances are you’ll want certainly one of these extra reasonably priced, extra scalable or extra highly effective options.

Pricing and product particulars updated as of 8/30/2023.

FreshBooks

FreshBooks gives a greater invoicing expertise than Patriot at an reasonably priced value. Whereas some FreshBooks plans do restrict what number of purchasers you’ll be able to bill per 30 days, its premium plans offer you limitless purchasers (like Patriot). And all FreshBooks plans offer you extra bill customization than Patriot does. Plus, FreshBooks contains time monitoring (whereas Patriot makes you pay additional), and you may sync your time knowledge together with your invoices. A consumer portal for estimates, invoices and funds is the cherry on high.

Intuit QuickBooks

If you happen to’ve obtained a rising enterprise, you seemingly need an accounting software program that may develop with you. Intuit QuickBooks may be very scalable, with cheaper choices for small companies all the best way as much as enterprise accounting software. So you can begin off with primary accounting instruments, then you will get superior options like subject service administration, forecasting and extra. Merely put, your online business can hold utilizing QuickBooks lengthy after it will have outgrown Patriot.

Wave

Wave gives fully free accounting and invoicing software program, making it a way more reasonably priced various to Patriot. Whereas Wave doesn’t have essentially the most feature-rich software program on the market, it nonetheless gives loads of accounting instruments, like expense monitoring, financial institution connections and accounting experiences. Plus, like Patriot, Wave provides you limitless customers. Observe that Wave does have paid add-ons for receipt seize, payroll and bank card funds. Even so, you’ll seemingly pay lower than you’ll with Patriot.

Review methodology

Earlier than we started to evaluation Patriot, we spent a very long time studying concerning the software program and its options. We had some hands-on time with Patriot via each a demo and a free trial. Then we scored Patriot on all the things from its pricing to its accounting instruments to its ease of use. Lastly, we used our knowledge and scores to see how Patriot compares to different common accounting software program.