Sage Business Cloud Financials


 

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.

 

Sage Business Cloud Financials - Financial analytics
 
  • Sage Business Cloud Financials - Financial analytics
    Financial analytics
  • Sage Business Cloud Financials - Project management
    Project management
  • Sage Business Cloud Financials - AppLauncher control panel
    AppLauncher control panel
  • Sage Business Cloud Financials - Collaboration desktop
    Collaboration desktop
  • Sage Business Cloud Financials - Financial position desktop
    Financial position desktop
  • Sage Business Cloud Financials - 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

 

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Software Advice Reviews (5)
More Reviews (7)

Showing 1-5 of 5

Ross from Clerkenwell Group
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Sage Financials Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

Tonette from PETERSON TAX & BOOKKEEPING SERVICES
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Perfect!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 

TERRA from VILLAGE OF BALDWIN
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Sage Live

Ease-of-use

Functionality

Product Quality

Customer Support

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

 
 

Aaron from DeRosa Mangold Consulting, Inc.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Comparable Systems Cost Much, Much More

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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.

Advice to Others

You can be as mild or as wild as you want with Live. Because of the templates they have, they can fit you into a pre-defined box that will keep you out of trouble if your are a small business, simple, or inexperienced. However, this is an open database so you can theoretically do whatever you want. If you have someone on staff who likes to tinker (and you give them the access), you will want to make sure they document everything they change, as you can really screw up the workflow if you don't know what you're doing. Users can be posting transactions to accounts you don't want them to and by the time you catch it your books are way off. An open database is typically what you get with document management or CRM, and that's fine because you aren't dealing with accounting records. With accounting, you want to be careful because there are rules you're supposed to follow and laws you have to abide by. You can have everything locked down nice and tight with Live, but if you choose to customize it just make sure everything is well documented.

 
 

LUELLA from TRU NORTH RV
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

VERY GOOD PRODUCT

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Cons

PAYROLL

 
 
 
Showing 1-7 of 7


August 2018

August 2018

Robust software for all our accounting, financial and CRM data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

Brian from 4tell Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

This is a quality financial reporting system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 


January 2018

January 2018

Useful tool, keeps our books in order

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

December 2017

December 2017

Great accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

November 2017

November 2017

If I could give Sage a zero I would.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


July 2017

July 2017

Great on paper, poor support and execution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

July 2017

July 2017

New software, robust system, find a good implementation partner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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