Officewise Software

4.51 / 5 (190)

About Officewise


Officewise is a cloud-based accounting system that enables accountants, business owners and other users to manage finances as well as handle accounting activities. The solution can handle invoices, inventory, journal entries, order shipments, bills and expenses.

Officewise helps in banking operations by keeping track of payments, receipts and other transactions. Users can also track inventory at multiple locations and prepare a consolidated report to analyze overall inventory levels. The invoicing feature enables business owners to create and send invoices.

Officewise has reporting capabilities that offer approximately 50 built-in templates for financial reporting. Users can also create budgets and prepare forecasts. Users can create purchase orders and track receipts.

Support is available through an online help desk. Pricing is per user per month.



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Supported Operating System(s):

Web browser (OS agnostic)

190 Reviews of Officewise

Average User Ratings

Overall

4.51 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(115)

4 stars

(59)

3 stars

(14)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 190 reviews

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September 2016

Anna from Athletic Greens, Spring of Life, Happy Conversations

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2016

Good software that we don't utilize enough!

My company mainly uses your software as a PO creation tool. I know that you have a lot of reporting and accounting tools and other tools that we don't use that we definitely could/should. The software works well for us to simply create POs with easy fill-in-the blanks for saved company names and information so multiple people can use it as an address book, essentially. We then have a record that shows all POs we've placed over time as well, across multiple users. What we don't use very well is the accounting tools - we don't really categorize or use the reports at all for accounting purposes. We have a whole accounting team who keeps track of that type of thing in Quickbooks. Our Operations team is who uses your software for the most part for ease of creating POs and also record keeping for basic PO information. Giving you 4 stars across the board for the product - it seems pretty user friendly in general. Maybe not enough tutorial type information, that could be helpful, but I haven't really gone looking for it. Giving you 5 starts for customer service because you were very responsive when I did have a question.

Pros

Pretty straightforward and clean

Cons

Could use more tutorials

Response from Officewise of Spendwise

Replied September 2016

Thank you for your feedback Anna! We would love for you guys to use Officewise for all of your accounting needs and think that you would like it much better than QuickBooks but we might be a little bias:). That said we have many customers who use our system along with QuickBooks like you do which is just fine too. I agree with your point about having more tutorials and other support tools, we are currently working on these things and will make them available within the next few months.

April 2017

Morgen from Hoover Commercial Refrigeration

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Excellent, user-friendly software!

Officewise offers more functionality than I expected considering it's such an affordable price. The interface is simple and very user-intuitive. My entire office is able to input data and keep things organized and up to date. We use the purchase order feature the most. The product is consistent, so I have never had any error messages or glitches like I do so often with another, more expensive software we use in-house. My favorite thing about Officewise is the ability to cross categorize my searches. The only thing I'd like to see in the future, is being able to pull up data that has any part of what I enter in the search bar, rather than having to have exact searches. Thanks for offering such a great product!

Pros

The simple design and ability to use a variety of categories to search through data.

Cons

I preferred the lighter color scheme Officewise had before the most recent design update. I also need to be able to type in a partial purchase order number in the search section and have any purchase order with that info pull up in my search.

May 2017

Matt from Hubbs-SeaWorld Research Institute

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

May 2017

Able to work with the software and have a positive experience when using it.

The ability to track purchases and determine total dollars spent by vendor.

Pros

The ease in the use of the software. Several fields can be populated by typing the first letters of a vendor's name. The item numbers also can be populated with the first few letters on the company's item numbers.

Cons

There was an update to the software a few months ago. There was no training on the changes to the software. It was difficult to determine where items needed to go. It took sometime to figure this out.

Response from Officewise of Spendwise

Replied May 2017

Thank you for your review. We agree that we could have done a better job of communicating the updates we made to our user interface a couple of months ago. We don't plan to make any other significant changes to our user interface but will be sure to better communicate any changes going forward.

May 2017

Robin from Public Access Corp of DC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2017

The software was recently changed. I believe the initial software used was much more user-friendly.

We now have a paperless process in executing POs. The process is now more efficient, we maintain a history on our purchases and the time saved is better served on other projects.

Pros

The software allows a paperless and more efficient process in ordering items. The approval hierarchy is great.

Cons

Some changes to the website adds some difficulty in maneuvering through to find other pages. Example, I had to edit the authorization of a new hire and it took me a while to find where that section was moved to.

Response from Officewise of Spendwise

Replied May 2017

Thank you for your feedback. As mentioned we did make some changes to the user interface of our system a few months ago which we believe will make it better going forward. We understand and appreciate that it can take some time for existing users to get use to the changes and apologize for any inconvenience. We are not planning to make any other significant changes to the user interface and hope that the new help center we launched along with the changes makes it easier to adapt to the new user interface.

June 2018

Melissa from Jepson Petroleum (Alberta) Ltd.

Company Size: 51-200 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2018

Good program, would like to see an update!

It would be really helpful if approvers were able to see the PO on their home page along with all the other PO's they've created. They require having a copy of the invoice for their records. Currently our accounts payables is having to forward all invoices to employees that have record keeping files and this is very timely.

Pros

This program is very user friendly and easy to navigate. If I ever encounter an issue I always hear back right away, the wait time isn't very long.

Cons

It's not the easiest to import coding into the Lists. When you make a change to a PO or upload a file to it, it doesn't notify the creator the PO number, it just emails them a link to their inbox and they have to guess which PO it was.

Response from Ryan of Spendwise

Replied June 2018

Thank you for your feedback Melissa! If users are not able to see purchase orders they approved I am thinking it might have to do with user permissions which can be changed so that they can see. I will follow-up with you directly to help resolve. Our system does allow you to keep track of invoices so that users have them for their records and I will follow-up with you to show you how this can be done so accounts payable doesn’t have to spend time forwarding them. As for notification emails if users click on the link in the email it will take them to the specific purchase order that the notification relates to but I agree it would be better if we also referenced the purchase order number and will pass your feedback on to the team.

December 2017

Marty from Highland

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

Great Experiences

We took a manual PO system that was having to hand signed and went with this and now its all electronic. Took from a 3 day time frame down to less than a couple of hours.

Pros

The point and click aspect of it along with the customizable features for our different plants. we have been able to use this over three plants with being able to customize for each.

Cons

cant run old web browsers with . Had some problem with working with older web browsers that some employees had .

Response from Officewise of Spendwise

Replied December 2017

Thank you for your feedback Marty! As discussed Officewise works best on newer versions of browsers but we continue to support older versions as best we can. I believe the specific issue you mention has been resolved but I will follow-up with you directly to make sure that is the case.

October 2017

Lisa from Kymera Independent Physicians

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

October 2017

Generally good

Pros

The software provides inventory control, sales, and purchasing tools all in one easy to use application that is not overly priced.

Cons

The inability to modify inventory type (inventory vs non-inventory) after creation. It would be a major improvement to allow you to change the type instead of having to create a new item.

Response from Officewise of Spendwise

Replied October 2017

Thank you for your feedback Lisa. I understand your point about allowing users to modify type so that you don't have to create a new item if you want to change. The tricky part is what to do with past transactions since they would have been handled in the system based on type when they were recorded. We think it is important to be consistent with how different types of transactions are handled in the system but also feel it is important to maintain the integrity of historical data. That said we are always open to new ideas on how we can improve the system and I will follow-up with you directly to further discuss.

February 2019

Jake from CIE Tours

Company Size: 51-200 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

February 2019

Great Application for Monitoring POs

Pros

OfficeWise is pretty easy to use, even if you aren't familiar with their UI. Everything is in the right place and has solid basic functionality.

Cons

Would like the ability to close multiple POs at once. No native support for Invoices to come through the system.

Response from Ryan of Spendwise

Replied March 2019

Thank you for your feedback. To close multiple POs at once please complete the following steps: 1) Log in to your account, 2) Click Purchase orders in left menu, 3) Check box to left of purchase orders you want to close, 4) Click on More button at top of page, and 5) Click Close in dropdown. Not exactly sure what you mean by no native support for invoices to come through the system but will follow-up with you to see if we can come up with a solution.

October 2017

Charles from Highland Composites

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2017

OfficeWise is easy to work with and does the basics of what we need.

Pros

The software is easy to use, understand and to show others how to use.

The ability to email POs with terms attached makes ordering very simple.

Cons

Some of the reporting is limited. It would be nice to generate a report that provides invoices by sales rep. Also, a report showing remaining open balance on a sales order.

Some of the parameters in setting users up is limiting. I have a need for letting people view all sales orders but not be able to change them.

Response from Officewise of Spendwise

Replied October 2017

Thank you for your feedback Charles. We do have a report for sales orders by sales rep but currently not one for invoices by sales rep as you point out. I think that adding this report is certainly worth considering and will discuss internally to see what we can do. As for user access parameters we are planning to provide more options like what you describe within the next few months.

October 2017

Clint from ITEC Entertainment

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money