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What is Patriot Accounting?

Patriot Accounting is a cutting-edge cloud-based solution designed for both accountants and small business proprietors, offering an array of features that enhance their financial management tasks. Its user-friendly interface makes it easy to navigate, enabling users to efficiently monitor financial transactions, send invoices, and generate various forms. In addition, the system facilitates bill payments and allows for the management of multiple accounts, encompassing both income and expenses. Users have the capability to manage various transaction types, such as withdrawals, deposits, payroll, and incoming funds. Patriot Accounting also boasts a comprehensive set of tools, including cash flow tracking, vendor account management, and the ability to generate profit and loss statements, as well as transaction summaries and expense reports, making it a versatile choice for financial oversight. Overall, the platform is designed to simplify accounting processes while providing valuable insights into a business's financial health.

What is CloudBooks?

CloudBooks revolutionizes the invoicing experience by enabling quick and efficient invoice creation. With an intuitive templating system, you can choose from various designs, personalize invoices, add your logo, and tailor email communications with ease. The platform allows you to automate payment reminders and send customized follow-up messages to clients. By offering online payment methods, your clients can conveniently pay invoices using debit or credit cards, making transactions hassle-free. Furthermore, billing clients in their native currencies increases the chances of receiving payments on time. With a selection of themes available, inputting your business information and logo is a breeze, allowing you to send out elegantly designed invoices promptly. Enhance your business workflow by automating tasks like late fee charges and reminders, letting CloudBooks handle client follow-ups while you concentrate on your core responsibilities. This ensures that not only does your invoicing process become more streamlined, but your overall business operations can run with increased efficiency and productivity. Ultimately, CloudBooks empowers you to manage your finances with confidence and ease.

Media

Media

Integrations Supported

Patriot Payroll
Plaid

Integrations Supported

2Subscribe
Basecamp
PayPal
SendGrid
Stripe

API Availability

Has API

API Availability

Pricing Information

$20/month
Accounting Basic $20/month unlimited use
Accounting Premium $30/month unlimited use.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Patriot Software

Date Founded

2002

Company Location

United States

Company Website

www.patriotsoftware.com

Company Facts

Organization Name

CloudBooks

Date Founded

2013

Company Location

United States

Company Website

www.cloudbooksapp.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Expense Tracking
General Ledger
Nonprofits
Payroll Management
Purchase Orders
Tax Management

Accounting Practice Management

Billing & Invoicing
Client Management
Document Management
Due Date Tracking
For CPA Firms
Staff Management
Time Tracking

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Service Ticket Billing

General Ledger

Not specified

Medical Accounting

Not specified

Trucking Accounting

Not specified

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Medical Accounting

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense

Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Trucking Accounting

Not specified

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