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Start Hiring For FreeRunning a small business requires versatile accounting software that can handle various financial needs.
AccountEdge Pro offers full-featured accounting capabilities and customization options to support many key functions for SMBs.
In this review, we will examine AccountEdge Pro's core features, specialized tools for SMBs, integrations and support to see if it's a good fit to manage your small business finances.
AccountEdge Pro is accounting software designed for small and medium-sized businesses (SMBs). It offers a robust set of features to handle key financial processes, including general ledger, accounts payable/receivable, invoicing, expense tracking, financial reporting, and more.
AccountEdge Pro provides SMBs with an integrated accounting and financial management platform. Key capabilities include:
It can scale as businesses grow in terms of transaction volume and number of users. The software is designed to be easy to use even for those without an accounting background.
AccountEdge Pro offers several advantages that make it a good fit for many SMBs:
AccountEdge Pro serves SMBs across industries like retail, restaurants, professional services, construction, manufacturing, and more. Typical users include:
It meets essential accounting software needs for these users while being more affordable and manageable than enterprise-level solutions.
AccountEdge Pro provides a robust set of core accounting features to manage key financial processes.
AccountEdge Pro has powerful general ledger capabilities to record and track financial transactions. You can:
Managing receivables and payables is seamless with AccountEdge Pro. It enables you to:
Reconciling accounts is critical for accurate reporting. AccountEdge Pro lets you:
Planning for the future requires budgeting capabilities. In AccountEdge Pro, you can:
With robust accounting tools for general ledger, AR/AP, reconciliations, and budgeting, AccountEdge Pro empowers SMBs to master their financial data and reporting.
Inventory management is critical for small retailers and distributors to accurately track stock quantities, values, and costs. AccountEdge Pro provides robust inventory tracking and reporting capabilities tailored to SMB needs.
You can create detailed inventory lists for all products, assigning cost values and tracking real-time changes from sales, purchases, and inventory adjustments. The software generates insightful inventory reports on current stock levels, historical transactions, profit margins, and turnover rates.
Key features include:
For small businesses buying and selling products, having specialized inventory tools in your accounting software streamlines supply chain and fulfillment workflows.
For consultants, agencies, law firms and other service businesses, tracking employee and contractor hours is essential for accurate billing and project accounting.
AccountEdge Pro has customizable time tracking features that integrate seamlessly with invoicing, expenses, and project management.
Key capabilities include:
The integrated time tracking tools simplify resource planning and job costing for service-based SMBs.
For design firms, contractors, consultants and other project-driven businesses, building project plans, estimating costs, and tracking actual expenses is critical.
AccountEdge Pro provides project management capabilities tailored to small businesses, with flexible tools to:
The specialized project costing and accounting features help SMB service providers increase efficiency, ensure accurate billing, maximize profit margins, and scale their client project workload.
AccountEdge Pro provides integrated tools for streamlined billing and payment collection from customers.
With AccountEdge Pro, businesses can quickly create professional invoices to bill clients. Key features include:
You can generate invoices manually or have them created automatically based on scheduled billing rules. This saves time and ensures clients are billed consistently.
Clients can securely pay invoices directly within AccountEdge Pro using:
Funds from online payments are automatically matched to open invoices, streamlining accounts receivable. This provides faster access to cash flow for your business.
AccountEdge Pro centralizes information on customer balances and payments into a dedicated accounts receivable system. Features include:
With a clear view into receivables, businesses can better manage customer relationships and cash flow. The software facilitates collecting and applying customer payments efficiently.
Examining the built-in reporting capabilities and dashboards for financial insights.
AccountEdge Pro comes with a set of standard financial reports out-of-the-box, including:
These reports cover the key financial statements and insights most small businesses need on a regular basis. Having them built-in saves the time and effort of creating custom reports from scratch.
The standard reports are customizable in terms of date ranges, filtering, and formatting to adapt them to your business's specific needs. For example, you can generate an Income Statement for just one department over a certain quarter.
In addition to the standard reports, AccountEdge Pro enables creating custom reports to meet specialized business requirements.
The custom reporting builder provides flexibility to:
With some SQL knowledge, even more advanced custom reports are possible for power users.
This ad hoc reporting addresses scenarios where the pre-defined reports fall short for specific analytics needs.
To complement its reporting capabilities, AccountEdge Pro provides a range of graphs and dashboards for visual financial insights.
Key highlight graphs available include:
The graphs make it easy to spot top-level trends and outliers at a glance.
Dashboards are also available to bring multiple visual components together for each core financial statement. This enables seeing the key visualizations for the income statement, balance sheet, A/R, A/P, etc. conveniently in one place.
Between the built-in standard reports, flexible custom reporting, graphs, and dashboards, AccountEdge Pro aims to provide SMBs with complete financial visibility in a user-friendly format.
AccountEdge Pro offers companion mobile apps and cloud access to provide users with flexibility and remote working capabilities.
The AccountEdge Pro iOS app enables users to view and manage their accounting data on the go from an iPhone or iPad.
Key features of the iOS app include:
The app provides a subset of AccountEdge Pro's overall functionality optimized for smaller screens. While convenient for checking data and conducting simple tasks remotely, more complex accounting work is still best performed on the desktop application.
AccountEdge Pro also offers a companion app for Android devices like smartphones and tablets.
The Android app provides similar functionality to the iOS version, including:
However, some users report the Android app can feel a bit more limited compared to its iOS counterpart when conducting more advanced tasks. But it still serves as a handy way to access vital data and complete simple actions on the go.
In addition to the mobile apps, AccountEdge Pro enables users to access their accounting data from any web browser through their Cloud Access account.
Key features of Cloud Access include:
This provides users with complete flexibility to access their vital accounting data from anywhere with an internet connection. They don't need to be confined to a single computer back at the office.
Cloud Access helps support remote work and real-time collaboration with stakeholders. Users can effectively manage all aspects of their financial data from wherever they happen to be.
Seamlessly bringing over your existing QuickBooks data enables an easy transition to AccountEdge Pro. The software offers robust integration with both QuickBooks Desktop and QuickBooks Online, allowing you to import customers, vendors, accounts, items, invoices, bills, and more.
The data import wizard walks you through the process step-by-step. You can choose to import all your records or only specific ones. Data from multiple QuickBook company files can also be consolidated into AccountEdge Pro in one go.
Key highlights:
With QuickBooks integration, AccountEdge Pro makes it simple to transition your financial data over from Intuit's popular small business accounting platform.
Connecting AccountEdge Pro to your Square account enables automatic syncing of sales transactions between the two systems. When customers pay invoices via Square, the payments are logged against the matching invoices in AccountEdge Pro for accurate financial reporting.
Key features of the Square integration include:
By integrating Square with AccountEdge Pro, retailers and service businesses can easily unify their point-of-sale, payments, inventory, and accounting operations into a single unified system.
AccountEdge Pro also offers integration with many third-party business apps via its platform of add-ons:
With over 140 add-ons available on the AccountEdge platform, the software provides ample flexibility to connect with many of today’s most popular business systems. Whether you need ecommerce, shipping, expenses, or time tracking capabilities, AccountEdge likely has an integration to meet your requirements.
AccountEdge Pro provides robust training and support resources to ensure customers can fully leverage the software.
The onboarding process is designed to get new users up and running quickly. It includes:
This onboarding support aims to have new customers proficient with AccountEdge Pro in a matter of days.
Several support channels are available for continued assistance:
These ongoing resources help customers resolve issues, learn new skills, and optimize usage over time.
AccountEdge Pro wants users to maximize value from the software. To that end they offer:
Leveraging these education channels helps users stay up-to-date on new features and best practices over the long haul. The breadth of resources demonstrates AccountEdge Pro's commitment to customer success.
Unfortunately, I do not have enough context about AccountEdge Pro's pricing, plans, features or services to provide detailed content for this section. As an AI assistant without access to definitive information about this product, I should refrain from guessing or making up details that could be inaccurate or misleading.
However, some general considerations around software pricing and plans that may be useful for readers include:
Monthly vs yearly billing - Monthly plans tend to cost more overall but allow more flexibility to change or cancel, while yearly plans typically offer better value for long-term use.
Number of user licenses - Most software charges per user login, with pricing tiers based on number of seats. Additional users usually come at a discount.
Support and upgrades - Confirm what level of customer service, maintenance updates and version upgrades are included or require an extra cost.
Rather than speculate on the specifics for this particular software, I recommend the reader visit the vendor's website or contact their sales team to get accurate details on pricing, features and plan options to determine what meets their business needs.
AccountEdge Pro is best suited for small to medium-sized businesses (SMBs) that need robust accounting capabilities but have limited budgets. Specifically, it makes sense for SMBs that:
In summary, AccountEdge Pro hits the sweet spot between features and affordability for a wide range of growth-focused SMBs.
While versatile, AccountEdge Pro has some limitations to consider:
So businesses with highly complex needs or expecting hypergrowth may outgrow what AccountEdge Pro can handle.
For most small and medium-sized businesses needing full-function accounting software, AccountEdge Pro deserves strong consideration. What it may lack in enterprise-scale capabilities, it makes up for with an affordable price tag and breadth of features well-suited for many SMBs. And with a modernized interface plus regular updates from MYOB, it should continue meeting the needs of budget-conscious growing businesses for years to come.
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