Part of the Sage Business Cloud, Financials is a cloud accounting solution built on the Salesforce platform for small and mid-sized businesses who need accounting, analytics, and reporting to lead, manage, and grow their business.

Financials provides accounting built for compliance and offers capabilities such as multi-dimensional accounting that simplifies accounts and lets users view business in-depth across geographies, products, and business units. Analytics and financial reporting gives users real-time visibility into financial and business performance. It also has collaborative tools for teams, with performance metrics and reports that can be shared with advisors or investors.

Financials is a scalable solution. Users can automate routine financial tasks such as reconciling bank accounts, chasing invoices or posting ledger transactions. The system also facilitates the expansion into new markets globally with multi-location, multi-currency, multi-language capabilities.

Sage Business Cloud Financials is recommended to professional services firms (especially highly mobile ones) and non-profit organizations.

Financial analytics
Financial analytics

Financial analytics

Project management

Project management

AppLauncher control panel

AppLauncher control panel

Collaboration desktop

Collaboration desktop

Financial position desktop

Financial position desktop

Business performance dashboard

Business performance dashboard

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10



12 Reviews of Sage Business Cloud Financials

Overall rating

3.5 / 5 stars

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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Robust software for all our accounting, financial and CRM data

Pros

It works great for small firms and can scale up as the company does. It takes away the need to set-up a separate server to host all of the accounting, CRM and financial that we need, so that’s a huge plus. Customer service can be easily reached and are data always more than helpful, even for simple questions that new users tend to have.

Cons

Payroll and some of the reporting can be a headache, but I suppose it could be that I’m just not using some of the features correctly. There’s still a lot I need to learn about the product, but the positive aspects definitely outnumber the negative ones ,

Review Source: Capterra

Ross from Clerkenwell Group

Industry:  Other

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Sage Financials Review

Do not take the sales video/demo as something you can achieve on this product. They are nearly three years in with the product and it is not fit for purpose.

Pros

When they finish the product it will be great. Do not consider purchasing this until they have or you have a fulltime salesforce developer within your finance team.

Cons

The worst customer support I have ever experienced in 20 years of software support. Not fit for purpose.
They release "upgrades" each month that they have clearly haven't tested as large parts of functionality stop working once they release it. It takes several weeks each month to firefight and fix these problems before they release another update and inevitably another part of the system goes wrong.

Review Source

Brian from 4tell Solutions

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

This is a quality financial reporting system

Pros

The customer service is always good and they help you build reports if you're having trouble so that's really helpful.

Cons

The actual reports available aren't the best for financials. It would be better to have a 3rd party financial reporting software.

Review Source: Capterra
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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Useful tool, keeps our books in order

Pros

Speaking from a non-finance position, this tool has been very helpful to allow my staff to easily track all of our financial operations. I enjoy the clear, and simple printouts to give me a snapshot of specific accounts or our overall financial picture.

Cons

The software itself works great in a silo. I have had some trouble trying to link it with some non-profit donor tracking software which has meant double entry rather than a smooth sharing of information between systems.

Review Source: Capterra

Kristen from Tennessee Valley Fence

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Great accounting software

Pros

Sage has so many features! We use it for inventory, invoicing, accounting and much more!
Our team can look up our parts, customers and jobs quickly and easily

Cons

It requires training to learn. You have to know what you are looking for and learn where Sage stores that information.
We have had issues with multiple users adding inventory numbers. It doesn't automatically catch them.

Review Source: GetApp

Zach from Propulsion Software

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

If I could give Sage a zero I would.

Our company didn't benefit from this product whatsoever.

Cons

Customer support. Very, very poor customer support. I do not recommend this product for anyone who is interested in Cloud Accounting software. Our account was set-up and handed over to us without offering training. They referred us to their "Sage University" for training which was cumbersome to find what we were looking for.

Review Source: Capterra

Tonette from PETERSON TAX & BOOKKEEPING SERVICES

Industry:  Accounting / CPA

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Perfect!!!

Pros

Perfect for a small company and can grow as you do. Love not having to keep all of this data on a server. Perfect!!!

Cons

None I can think of but I am new!!! Maybe if it was free..lol. But honestly I am new to this product but so far it is a home run.

Review Source
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Great on paper, poor support and execution

Pros

What it says it can do is really good. We found that we were told certain things and once we signed up, those things then weren't possible.

Cons

Customer support is slow, they recommended an implementation partner (Edgeware) that doesn't fully know the system. Cost us a lot of money. Beware. There are existing companies that know Salesforce better than Sage Live and Edgeware.

Review Source: GetApp

Craig from Meyer Dunlap

Ease-of-use

Value for money

Customer support

Functionality

July 2017

New software, robust system, find a good implementation partner

Pros

Built on Salesforce, keeps the CRM and accounting together. The concept is great. Sage Live has good problem resolution.

Cons

It’s a new product for Sage so there is a big learning curve. The only major problem we had was that they referred us to an implementation partner (Edgeware) that didn’t know the product well and made promises they couldn’t keep. In the end, Sage Live was helpful in resolving the issues that Edgeware couldn’t or wouldn’t resolve.

Review Source: Capterra

TERRA from VILLAGE OF BALDWIN

Industry:  Non-Profit

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

April 2017

Sage Live

Great product. I have used much worse and better. I am a new user so still learning.

Aaron from DeRosa Mangold Consulting, Inc.

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

November 2016

Comparable Systems Cost Much, Much More

Built on the Salesforce platform so it can handle any number of users. Sage has initially targeted the small business segment with Live, however it is just as good for mid-market or enterprise. Consider the following features: Capable of handling 1-1000+ users. SAAS (hosted and browser-based) so no software to install. No server needed. Multi-Company consolidation Inter-Company transactions Dimensional accounting Multi-Currency Multi-Language Purchase Requisition/Approvals and Workflow Easy setup but can be configured as complex as you want, it's a very open database if you choose to use it that way Open API, integrates with many other web-based apps Well integrated with SalesForce Tablet and iPhone/Android apps These types of features are typically only available in enterprise level software like Intacct, Acumatica, Financial Force, X3, NetSuite, Oracle or SAP. You won't find this in Quickbooks, Freshbooks, Xero, Sage 50 or any other entry-level system. There's always been Microsoft Dynamics, Sage 100/300/500, Epicor, Infor and others, but those aren't true cloud based/browser based systems, nor are they inexpensive. What's unique about Sage Live is that they've priced it to be affordable for most companies - starts at monthly for 2 users and 1 company. 2 users and 100 companies is only $$$d/month. That is ridiculously less expensive than the other enterprise level systems out there. You can certainly use Sage Live as a small business, but the nice thing is that as you grow you can stay on the same system and not feel the need to change. If you are a mid-sized or large company, you owe it to yourself to take a look at Live before you make a decision on spending lots more money for perhaps the same thing.

Cons

It has only been around for 3 years, so it's not as fully developed as some more mature offerings out there. They are adding new stuff all the time but you might find some features missing that you are used to.

LUELLA from TRU NORTH RV

Industry:  Retail

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2016

VERY GOOD PRODUCT

ENJOY USING IT, VERY USER FREINDLY, KEEPS TRACK OF ALL MY ACCOUNTING NEEDS

Cons

PAYROLL


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