SBS Financials Reviews - Pros & Cons, Ratings & more

QuickBooks Enterprise

NetSuite

Striven

SBS Financials is an accounting software designed to help businesses plan and manage budgets, approval workflows, billing, invoicing, and bank reconciliations. The platform enables managers to access financial information and track progress against key performance indicators (KPIs).

SBS Financials

Linux

Web-based

Windows

CFO, Accounting Manager, Corp Treasurer

The versatility to import external system information into our financials is a proven winner that does not need to be changed. As you can see I am a huge fan of SBS.

Great product with even better customer service from a team dedicated to helping you succeed.

I was very impressed with the team in that they viewed their role as business advisors and helped our company some best practice processes we had not thought of.

Business Mangers

There is no user manual and it is slightly confusing at times. There are times where it will freeze up when I do something wrong and I need to call in to get fixed.

Director of Financial Services

The customer service is great. Everyone that we have ever had help us with issues have been very responsive and helpful.

Accountant 

I like the most is that it is easy to correct my mistakes. I also like that it is User Friendly that you can get the same information different ways.

Business Manager

The system is very user friendly and stream lined. If you can't figure out something customers service is always willing to help and friendly.

Business Office Supervisor

SBS is very user friendly and flawless. I like the way you can navigate from one company to another.

Director of Accounting

SBS provides great support and customer service. They are quick to respond and provide help and walk-through training's and there staff is very knowledgeable in multiple areas.

Reports in the AR module to not tie out to ledger because of how the report looks at information which makes no sense. The budget module is incomplete and no work instruction.

Director of Finance

Once proficient in the software, many processes more streamlined and less time consuming. Support is super helpful.

Corporate Accounting Manager

Our business office uses this application frequently to update projections. It has amazing features to compare account information, drill into detail, and quickly update Budget/Projection information.

The customer service is great. The budgeting package works well with the gl portion.

AP clerk

But so many times, SBS AP module has amazed me, on how smart it is. Often times, it's way ahead of my brain.

Accounts Payable Manager

From an accounting standpoint, the answer should always be "NO.

Bookkeeper/Office Manager

Consolidating the financials for the multiple companies can be difficult at times. There always seems to be an issue getting all the companies to load into the consolidated module correctly.

VP of Financial Services

I imagine the integration of all the modules with one another and the ability to download/upload other types of software files into SBS for processing would probably be the thing I like most.

We have made a number of changes in our general ledger with chart of accounts and statements. The staff at SBS walked us through every stage of the transition and integration back into our statements.

SBS Financials is an easy and flexible accounting system to use.

SBS Financials has greatly improved our accounting processes by streamlining financial reporting and budget management. The automation features save us time. I would recommend it to businesses needing a reliable and feature-rich accounting solution, especially those managing complex financial operations.

Great for Budgeting, Reporting, and Compliance

The system has its pros and cons.

I have utilized a few items throughout the long term. SBS receipt handling is straight forward and simple to utilize. I can do an import of outside frameworks in minutes. In the event that there is an issue the framework lets me know the issue and I can determine it in minutes. Keeping up with the seller records total history is extremely simple to do. It tracks each crucial record and I can document any issues that stays with the historical backdrop of the vendor.This framework makes my obligations a standard timetable.

Monetary Handling MADE Simple!

Great accounting software

Overall the experience with SBS Financials has been positive

SBS Financials Review

Solid Software Product

We have used SBS for a long time and have never thought of looking for a different financial program.  The versatility to import external system information into our financials is a proven winner that does not need to be changed.  As you can see I am a huge fan of SBS.

SBS Financials are easy to use and have fantastic support

Thank you for being a long-time customer! Your feedback over the years has helped drive development of our software. The system supports multiple bank accounts. It also can automate bank account reconciliation. Let us know if you'd like our Support team to review the options with you.

SBS works with us to ensure their product has the features we desire to run our business office efficiently. We have added on multiple applications and features throughout the years and have really enjoyed working with the team.

Great System with a Support Team that goes the Extra Mile

Review of usage of SBS Financials software

Thanks for the feedback Marla. You raise some excellent questions about the A/P miscellaneous vendor and credit memo workflows that we have passed along to our team for further review.

a few of the staff member at SBS that I have had the pleasure of working with) are amazing.  Although, we have been using the software for about 3 years and they still treat us like new customers by providing OUTSTANDING customer service.  When we have a problem or question, we simply send an email to the SBS support group and a friendly staff member will typically respond in less than 24 hours our question and sooner if it is an emergency.  SBS Financial Accounting Software has proven to be a wise and sound investment for our company. 

Keeping records is easier with SBS Financial Accounting Software.

When I new to SBS and had very little training, I made a lot of calls to customer support apologizing every time I called.  I was re-assured each time that they were there to help.  I always found the staff friendly, helpful and interactive.  They were always willing to make sure I left with a positive attitude about using the system.  Like any new experience it was difficult but overall SBS is one of the best systems I have used for financial processing from start to finish.

FINANCIAL PROCESSING MADE EASY!

Thank you for the feedback. We strive to make financial processing easy! To that end, we are enhancing our training resources to better address issues related to import set up.

We have made a number of changes in our general ledger with chart of accounts and statements.  The staff at SBS walked us through every stage of the transition and integration back into our statements.  We didn't miss a beat!

Customer Since 1999

Thank you for the feedback! As a long-time customer you have played a key role in the on-going development of our software. Having the capability to interface with other applications is critical and our APIs help streamline that process.

My experience in dealing with the SBS system and support team has overall been great. Anytime that I have an issue that I am unable to figure out on my own the support team is there to either guide me through to a solution or to figure out how they can fix things on their end for me.

Many thanks for your comments! SBS software follows GAAP to provide a full audit trail. The system allows you to make reversals or adjustments while still maintaining the audit trail. Our Support team will follow up to review those options with you.

My overall experience with SBS Financials has been great!  Their customer support is excellent!  They are always courteous and prompt on getting issues resolved questions answered in a timely manner.

SBS support team is friendly and always supportive.  They might have to research sometimes, but you can depend on them to resolve the issue.

It seems there are more tools I can utilize.  I will love to take a webinar style seminar if there is any.

Thanks for the feedback! We'll let you know about upcoming webinars so you can extend your knowledge of SBS.

Time saving once we were all set up.  The software enabled us to centralize all our AP/GL function for 12 locations spread across the US.

Ten Years Later!

Thanks for the feedback! We rely on customer input to continually enhance our software. Let us know how we can continue to help you make the most of our software.

We recently started using the reconciling option. This helps us keep track of our o/s checks on a daily basis. very helpful for monitoring our daily cash needs. 

A+ software and team!

Glad to hear that our bank reconciliation application has made your life easier! Thanks for letting us know how our software is helping your company.

we have a a positive overall experience with SBS Financials.

Versatile 

We appreciate your feedback! It's true that our software has many options for customization. That approach requires discussion of numerous operational details during the implementation process - and those discussions can be tedious. We're glad the system has helped you streamline processes and be more efficient!

SBS support team has been great.  We have solved budget development issues, constant training for staff turnover.  I would like to see more production solutions for our printing plant.

Excellent Software

We appreciate your comments and are always working to enhance our software. We'll use your feedback to improve our product.

Smart software

Customers say our software is intuitive so you're in good company! Our Support team will follow up to help you smooth out the export process.

In general it's a good program and gets the job done.  We recently got the update and unfortunately some of the changes you made didn't apply to us and so caused a re-learning curve when the methods had been intuitive (i.e. more key strokes to move between certain fields).  We don't use the software to it's full potential so I can't speak to all features.  

Like for the Most Part, Some Irritations

Fantastic.  Never have problems.  The support personnel is very knowledeable


This software is perfectly designed and very user friendly.

Thanks for your feedback. Customer input drives development of our software so let us know when you have suggestions.

Great experience.  Very helpful support staff.

Thanks for the feedback! Our support team will reach out to discuss the issues you're having when consolidating financials for multiple companies. As a long-time customer, your business needs likely have changed since the system was originally configured. We believe that our current approach and resources could resolve the issues.

Love Kim and the support team.  Always helpful and rarely have to wait an excessive period to get responses/assistance.

SBS Financials Reviews

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