Patriot’s quick information
Our ranking: 4.0 stars out of 5
Pricing: Begins at $20.00 monthly
Limitless invoicing to limitless prospects.
Limitless customers on all plans.
Wonderful buyer assist and coaching.
Patriot affords accounting software program with a concentrate on ease and affordability. Whereas it isn’t the most affordable possibility on the market, it affords limitless invoicing and limitless customers ― two issues different software program typically 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 you 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 wish to think about some alternate options to Patriot as an alternative.
Patriot Accounting plans and pricing
Patriot has simply two plan choices. Each plans offer you limitless customers and limitless invoicing, however the Premium plan offers you extra options total.
You will get a free 30-day trial of Patriot accounting software program ― excellent for testing out all of the options on both plan.
The Accounting Fundamental plan prices $20 monthly. It offers you important accounting instruments, like double-entry accounting, invoicing, bank card funds and gross sales tax monitoring.
That mentioned, this plan is lacking among the options we’d count on ― like checking account reconciliation and even fundamental bill customization.
Extra payroll protection
It’s additionally value noting that the $20 value level makes Patriot’s beginning plan comparatively costly, particularly contemplating the lacking options. Many of the finest accounting software program begins nicely underneath $20 and provides 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 advocate the Premium plan over the Fundamental plan.
Patriot’s Premium plan prices $30 monthly. That’s a decrease price 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’d 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, person permissions, estimate creation, recurring invoices and receipt administration.
Be aware that the Premium plan nonetheless doesn’t embody time or attendance. That’s an additional $6 monthly, plus $2 per worker.
Key options of Patriot Accounting
Each Patriot accounting software program plans include invoicing ― and limitless invoices to limitless prospects, 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 monthly.
Picture: Patriot. A easy type makes it straightforward to create new invoices in Patriot accounting software program.
And Patriot makes it straightforward to create and handle invoices. You possibly can even add contacts in CSV format to make invoicing quicker. 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 large limitations ― principally in the case of customization. Solely Premium customers can customise invoices in any respect. Even then, it’s important to select from simply three very fundamental templates, and you may solely replace the emblem and accent colour.
Picture: Patriot. Whereas Patriot does enable for some bill customization, its capabilities are restricted in comparison with different accounting software program.
Most accounting software program helps you to make these sorts of adjustments on even their most simple plans. A lot of them offer you extra bill template selections too.
In different phrases, Patriot’s limitless invoicing can attraction to companies that bill loads of purchasers every month ― however you’ll need to accept fundamental, utilitarian templates.
Each Patriot plans allow you to add limitless customers to your accounting software program at no additional price. Whereas you will discover different accounting software program that offers you limitless customers (like Wave), fashionable options like QuickBooks and FreshBooks cost you extra for extra customers. So we respect that Patriot helps you to add each workforce 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 affords person permissions, letting you tailor everybody’s entry as you see match.
Picture: Patriot. Whereas each plans offer you limitless customers, the Premium plan offers you granular management over what every person sees.
As an illustration, you wish to maintain most customers from viewing payroll stories which have personal figuring out info. Or chances are you’ll wish to let your accountant see all of your receipts, paperwork and stories with out with the ability to change your financial institution data or add new customers.
However between Patriot’s limitless customers and the power to customise permissions, you don’t need to be stingy with entry to your accounting software program, which can assist you forestall bottlenecks in your workforce’s workflow.
There’s one factor most Patriot account software program critiques agree on: Patriot has nice customer support. It earns glowing reward for its customer support ― a pleasant distinction to complaints about corporations like Intuit. And whereas some accounting software program (like Wave) limits you to electronic mail or chat assist, Patriot affords telephone assist too.
Patriot critiques from prospects report that its customer support workforce has fast response instances, which means you by no means have to attend too lengthy for assist. Plus, reviewers say Patriot’s workforce is definitely useful. Reps have the experience to reply questions and resolve 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 strong assist workforce 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 maintain your accounting correct.
Oh, and in case you occur to desire a extra self-guided strategy, Patriot nonetheless has you lined. Patriot has an in depth coaching library with every kind of guides to its software program. A lot of these guides embody movies, so you’ll be able to see precisely tips on how to use Patriot accounting software program.
Very constructive buyer critiques.
Studies of fantastic 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.
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 fundamental plan.
If Patriot Accounting isn’t supreme for you, take a look at these alternate options
Whereas Patriot software program may match nicely for companies that want a easy, user-friendly expertise, many companies will do higher with a unique accounting software program. In any case, Patriot doesn’t have many standout options, and it isn’t significantly competitively priced. So chances are you’ll desire certainly one of these extra inexpensive, extra scalable or extra highly effective options.
Pricing and product particulars updated as of 8/30/2023.
FreshBooks affords a greater invoicing expertise than Patriot at an inexpensive value. Whereas some FreshBooks plans do restrict what number of purchasers you’ll be able to bill monthly, 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.
In case you’ve acquired a rising enterprise, you seemingly need an accounting software program that may develop with you. Intuit QuickBooks could be very scalable, with cheaper choices for small companies all the best way as much as enterprise accounting software program. So you can begin off with fundamental accounting instruments, then you may get superior options like subject service administration, forecasting and extra. Merely put, your online business can maintain utilizing QuickBooks lengthy after it could have outgrown Patriot.
Wave affords fully free accounting and invoicing software program, making it a way more inexpensive various to Patriot. Whereas Wave doesn’t have probably the most feature-rich software program on the market, it nonetheless affords loads of accounting instruments, like expense monitoring, financial institution connections and accounting stories. Plus, like Patriot, Wave offers you limitless customers. Be aware that Wave does have paid add-ons for receipt seize, payroll and bank card funds. Even so, you’ll seemingly pay lower than you’d with Patriot.
Earlier than we started to overview 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 every thing 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 fashionable accounting software program.