Average Ratings 2 Ratings

Total
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Average Ratings 0 Ratings

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Description

Patriot Accounting is a cloud-based accounting system and payroll system that's innovative and useful for accountants and small business owners. Patriot Accounting is simple and intuitive. It allows users to track monetary transactions, invoice customers and print forms. Users can also pay bills. Users can use Patriot Accounting to manage multiple accounts, including income or expense accounts. They can also handle different types of transactions like money withdrawn, deposited, incoming money, money for payroll, etc. Patriot Accounting provides many features, including cash tracking, vendor account management and profit and loss statements, transaction summary reports, expense tracking, expense tracking, and more.

Description

ReliaTerm, ReliaScan, and Co-Pilot collectively form a comprehensive messaging and reminder system, while the Dash "Owners report" provides crucial insights into point-of-sale transactions and customer relationship management. Additionally, the suite includes inventory control tools, product and pricing management, as well as detailed reporting on aged inventory and purchasing activities. It also facilitates barcode labeling and serial number tracking, enabling users to scan products upon receipt and during checkout. Essential reports such as transfers and moves needed, commissions, spiffs, and electronic submissions for ESC tracking help streamline operations. Moreover, it generates cash-out journals, accounts receivable aging statements, and customer deposit reports. The system effectively manages delivery dispatch and scheduling alongside various commission and inventory reports, including A/R and sales tax documents. Integration with general ledger and QuickBooks ensures seamless financial management, while drill-down reporting tools and export options to Excel enhance data analysis. Furthermore, its search functionality using Control-F and the vendor instant rebate program tracking contribute to a well-rounded operational efficiency. Overall, this robust system is designed to meet diverse business needs effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Patriot Payroll Yes 
Plaid Yes 

Integrations

Patriot Payroll No 
Plaid No 

Pricing Details

$20/month
Accounting Basic $20/month unlimited use
Accounting Premium $30/month unlimited use.
Free Trial Yes 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Patriot Software

Founded

2002

Country

United States

Website

www.patriotsoftware.com

Vendor Details

Company Name

Reliable Softworks

Founded

2007

Country

United States

Website

www.reliablesoftworks.com/reliaserve/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management No 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management No 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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