AccountMate Features

AccountMate

Customizable accounting software with inventory tracking

4.32/5 (22 reviews)

AccountMate Feature Summary

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Business Alerts
  • Business Analysis
  • Business Intelligence
  • CRM
  • Consolidated Ledger
  • Contact Manager
  • Custom Field Manager
  • Customer Inventory Manager
  • General Ledger
  • Inventory Control
  • Inventory Specification
  • Kitting
  • Lot Control
  • Manufacturing
  • Manufacturing Configurator
  • Payroll
  • Pricing Control
  • Purchase Order
  • Return Merchandise Authorization (RMA)
  • Return to Vendor Authorization (RTV)
  • Sales Order
  • Sales Order Configurator
  • System Manager
  • Upsell Management

Competitor Feature Comparison

"What If" Scenarios
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Approval Process Control
Asset Management
Asset Tracking
Attendance Management
Audit Trail
Automatic Backup
Automatic Billing
Bank Reconciliation
Barcoding/RFID
Billable Items Tracking
Billing & Invoicing
Budgeting/Forecasting
Cash Flow Management
Cash Management
Categorization/Grouping
Chart of accounts
Check Processing
Check Writing
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Credit Card Processing
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Deduction Management
Distribution Management
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Management
Estimating
Expense Claims
Expense Management
Expense Tracking
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
Fund Accounting
GPS
General Ledger
Grant Management
Import/Export Management
Income & Balance Sheet
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Kitting
Manufacturing Inventory Management
Mobile Access
Mobile Payments
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Management
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Point of Sale (POS)
Product Identification
Profit/Loss Statement
Project Accounting
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Synchronization
Real-time Updates
Receipt Management
Receivables Ledger
Receiving/Putaway Management
Recurring/Subscription Billing
Reorder Management
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
SSL Security
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Self-Service Reporting
Shipping Management
Spend Management
Status Tracking
Strategic Planning
Supplier Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Management
Vendor Managed Inventory
Vendor Management
Version Control
Warehouse Management
Learn moreCompare App
"What If" Scenarios
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Approval Process Control
Asset Management
Asset Tracking
Attendance Management
Audit Trail
Automatic Backup
Automatic Billing
Bank Reconciliation
Barcoding/RFID
Billable Items Tracking
Billing & Invoicing
Budgeting/Forecasting
Cash Flow Management
Cash Management
Categorization/Grouping
Chart of accounts
Check Processing
Check Writing
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Credit Card Processing
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Deduction Management
Distribution Management
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Management
Estimating
Expense Claims
Expense Management
Expense Tracking
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
Fund Accounting
GPS
General Ledger
Grant Management
Import/Export Management
Income & Balance Sheet
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Kitting
Manufacturing Inventory Management
Mobile Access
Mobile Payments
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Management
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Point of Sale (POS)
Product Identification
Profit/Loss Statement
Project Accounting
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Synchronization
Real-time Updates
Receipt Management
Receivables Ledger
Receiving/Putaway Management
Recurring/Subscription Billing
Reorder Management
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
SSL Security
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Self-Service Reporting
Shipping Management
Spend Management
Status Tracking
Strategic Planning
Supplier Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Management
Vendor Managed Inventory
Vendor Management
Version Control
Warehouse Management
Visit WebsiteCompare App
"What If" Scenarios
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Approval Process Control
Asset Management
Asset Tracking
Attendance Management
Audit Trail
Automatic Backup
Automatic Billing
Bank Reconciliation
Barcoding/RFID
Billable Items Tracking
Billing & Invoicing
Budgeting/Forecasting
Cash Flow Management
Cash Management
Categorization/Grouping
Chart of accounts
Check Processing
Check Writing
Collections Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Credit Card Processing
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Deduction Management
Distribution Management
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Management
Estimating
Expense Claims
Expense Management
Expense Tracking
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
Fraud Detection
Fund Accounting
GPS
General Ledger
Grant Management
Import/Export Management
Income & Balance Sheet
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Kitting
Manufacturing Inventory Management
Mobile Access
Mobile Payments
Multi-Company
Multi-Currency
Multi-Department/Project
Multi-Location
Nonprofits
Order Management
Overpayment Processing
Partial Payments
Payment Processing
Payroll Management
Point of Sale (POS)
Product Identification
Profit/Loss Statement
Project Accounting
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Synchronization
Real-time Updates
Receipt Management
Receivables Ledger
Receiving/Putaway Management
Recurring/Subscription Billing
Reorder Management
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
SSL Security
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Self-Service Reporting
Shipping Management
Spend Management
Status Tracking
Strategic Planning
Supplier Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Management
Vendor Managed Inventory
Vendor Management
Version Control
Warehouse Management
Learn moreCompare App

AccountMate Feature Reviews

20 reviewers had the following to say about AccountMate's features:

John B.

Accountmate General Ledger and Accounts Payable

2018-11-20

We are using AccountMate SQL to handle accounts payable and general ledger, and it gets the job done about as easily as can be imagined.

Pros

-ease with which posting period restrictions can be set/unset by a user who has the proper permissions -excellent audit trail, you can log just about anything -ability to restrict A/P postings to authorized reference accounts by vendor -pasting journal entries from Excel is quick and easy -the import AP invoice feature works great -AP deferred expense invoices are great time saver -data entry screens are very easy to learn

Cons

-some of the data (attachments, for example) lives outside the SQL Server database -clunky installation program -you will need another program (F9, e.g.) to create presentation-quality financial statements

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan K.

Solid ERP for SMB's

2018-10-06

Pros

Great for whenever you get audited, solid training and support documentation, good reporting

Cons

Limited dashboards for charting, shortcuts are lacking, no process flowcharts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Oswaldo A.

Purchasing Process

2019-11-15

Easy to Understand and generate the Supply Chain activities as Purchase Requisition, Purchases Orders and Inventory, and the financial accountability process.

Pros

Easy to prepare Purchase Orders and Sales Orders, Keep a supplier data base and Inventory

Cons

The Management of the Maintenance Process

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
seongjin j.

Easy and improvable

2017-12-07

Pros

It is easy for the new users to operate and for administrator to manipulate the software in many ways.

Cons

There are some limits to integrate with warehouse management system and other applications.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Angie L.

Excellent software for our small business

2016-09-01

The software is easy to use and the customer service is top notch.

Pros

Also, with add-on programs such as F9 and custom invoice imports from our other software programs, Accountmate saves hours of data entry.

Cons

I have yet to find anything difficult or inefficient within the modules that we use (GL, AR, AP, BR).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Building Materials company, 51-200 employees)

Worked for us!

2019-08-26

Pros

Easy to use and to learn as a new user.

Cons

Reporting could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tanner C.

AccountMate is great!

2017-01-27

Very customizable accounting software that will meet the needs of any small/medium sized business.

Pros

I like how the software lets you pick and choose the options that work best for your needs.

Cons

I think it will meet the needs of small and medium sized businesses but if your business needs are robust, you may consider (1) verifying that this software will meet your needs or (2) looking into other options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jianan L.

This is a friendly and useful product

2018-04-19

General speaking, I would like to recommend this software

Pros

It is easy for people to use The interface is friendly and the reminders are also useful It is really convenient for people in account major

Cons

Some design is not very advanced.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ivan O.

Verified Reviewer

Easy to use

2017-10-25

Pros

Also we use it on Desktop where almost anything related to daily business can be posted there and obtain the reports

Cons

the reporting features can be better, features like putting a customer inactive but still showing can be improved

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No
Read more
Stelian C.

Account Mate software best product ever

2016-11-09

Is the most customizable accounting system.

Pros

Customizable like a glove for your business at not astronomic price.

Cons

Is not advertise enough.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering AccountMate

The only one product on the market having all the modules a business could need. Has 20 modules except accounting base. Fixed Assets, Preventive Maintenance, Job Cost, Project Management, Fleet Management, Service, Grant ... Not only that. Is modular so could be purchased later new modules depending on how your business grows !!!!

Source: Software Advice
Helpful?   Yes   No
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Veronica A.

Accountmate changed the way we do business!

2019-06-18

We solved a lot of sales ordering issues we had before Accountmate.

Pros

I also like the reporting and the ways you can customize different screens and methods.

Cons

I do not like the financial statements. I wish I could add %'s to more of types of income statements. I also do not care for all of the sections on the Income Statement. We had to add a modification to markup our items in Inventory Maintenance. I thought this would have already been in the system. I cannot imagine having to set prices for 15,000 items. Now we enter the vendor price and run a utility to determine the selling price based on a % markup.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Seth C.

Hard to use and not made for manufacturing

2018-04-30

Pros

It can manage your POs and track BOM. These features once you get to know the system can be used easily.

Cons

It seems as though most manufacturing features such as lot tracking and specification (ingredient information management) and other quality or traceability functions are only available as add-ons.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 51-200 employees)

Accountmate

2018-08-30

Accountmate is an excellent mid-level accounting software that is extremely flexible.

Pros

The user interface is very clean, simple and easy to navigate.

Cons

Some of the modules did not work well for us out of the box until we tweaked the code.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Muhammad Yousaf A.

Well this is very useful

2017-09-23

I don't think that any thing is more required

Pros

Almost everything in this is best. This shows that this software is generated by specialist and for professionally used

Cons

I think that accounting software must available on the net.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Yoga V.

AccountMate for SQL

2018-04-10

Pros

pretty Neat software for small to medium size companies to managing accounting better. easy to learn and use.

Cons

Licensing and user registration is type of confusing. Not much features to connect to multiple systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kevin L.

General Manager

2017-04-18

Its a great product and very easy to use.

Pros

Easy to Use

Cons

Very slow in uploading data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin D.

A neat little program for small companies

2016-07-15

Pros

Their customer service and sales team really go the extra mile to answer your questions and help you in any way they can! This product is super competitively priced compared to some of the other software's that do the same things!

Cons

When your navigating through the software the data doesn't really jump out at you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

7/10

Recommendations to others considering AccountMate

When comparing this software to others of its kind you will find that this one is about 70% cheaper then a lot of the other ones out there! It still holds it own as far as functionality but in my opinion is way more suited for smaller/new companies rather then giant corporations.

Source: Software Advice
Helpful?   Yes   No
Read more
Rosa B.

AccountMate makes accounting a breeze

2017-06-15

Overall, AccountMate is an excellent program and is a great choice for all accountants.

Pros

Navigation is simple and the controls a fluent. Design is well done.

Cons

A few menus are a little hard to open, and there have been a few crashes which were very rare, but otherwise it works as intended.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kevin C.

Basic and reliable

2020-01-27

We realize that no software will be perfect and without its bugs. However, AccountMate gets the job done.

Pros

AccountMate as an inventory basis is pretty robust with the numerous features it can provide. Everything works as expected.

Cons

AccountMate has a very outdated user interface. It also crashes for a variety of reasons.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Diane M.

It is a good product for small companies with medium volume accounting

2016-09-08

Pros

Easy to navigate for transactions.

Cons

After navigating to a transaction screen, the tabs within transaction are redundant. You have to complete items in multiple tabs when it should transfer across the transaction.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

5/10

Recommendations to others considering AccountMate

Focus on system set up options to ensure you have all features needed.

Source: Software Advice
Helpful?   Yes   No
Read more