Accounting Software Features

Get back to your business with these top-notch features.

« Back to accounting overview

Patriot’s accounting software features are developed with small business owners in mind. We understand that features of accounting software should not be a one-size-fits-all approach. Why pay more for bloated accounting features you’ll never use? That’s why we have two accounting software options, Basic and Premium, so you can choose the accounting software features that best fit your business and budget. With either option, rest assured you’ll have powerful, yet easy-to-use software, U.S.-based support, and the ability to access your account anytime, anywhere. No mobile app needed!


Unlimited Payments to Vendors

Easily make and track as many vendor payments as you need. Select a vendor and plug in details such as invoice number and date, account, 1099 Type, and amount. After entering payment information, approve payments.

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Create and Print Unlimited 1099s and 1096s

Did you pay contractors during the year? Create and print unlimited 1099s and 1096s. Need to track contractor payments? We’ve got that, too. Select the year, create the forms, and print your finished forms.

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Optional 1099 e-Filing

Eliminate the need for paper filing Forms 1099-MISC by opting for e-Filing! File your 1099-MISC forms electronically with the IRS and states that participate in the e-File program.

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Track Your Expenses, Income, and Money

Set up a Chart of Accounts (COA) to view your different accounts and start tracking account activity. Manage asset, liability, equity, income, and expense accounts in your COA. Keep in mind that available accounts depend on your accounting basis.

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Create and Track Unlimited Customers and Invoices

You made the sale, and now it’s time to get paid. Effortlessly create and send invoices to your customers and track who has and hasn’t paid you. Never worry about losing track of customer invoices again!

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Accept Credit Card Payments

Make invoice collections as easy as pie by letting your customers pay with a credit card. After setting up your merchant account, customers can pay their emailed invoices with the click of a button.

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Record Payments

Recording payments from customers has never been easier. Apply the money you receive from customers to the correct product or service in your account, and be on your merry way!

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Automatically Import Bank Transactions

Want to automatically import transactions into your Patriot account? Simply connect your bank or credit card, and you’re ready to go! You can also opt to manually record journal entries or upload a file.

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Add departments to customer invoices, vendor payments, and imported transactions. This makes it possible to track transactions by department. You can assign departments to customer invoices, vendor payments, and imported transactions.

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Free Expert Support

Need a helping hand? Our highly-rated, U.S.-based support is here for you, Monday-Friday, 8 AM - 8 PM EST. Go ahead and contact our expert support via phone, email, or chat … we’re happy to help you get back to your business. Oh, and did we mention it’s free?

Send Estimates

Premium Feature

Create and email an estimate to let your customers know what their bill may look like. Add details like customer name, expiration and estimate dates, and price. When you’re ready, seamlessly convert the estimate into an invoice.

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Bank Reconciliation

Premium Feature

Compare your monthly bank statements to your books to spot recordkeeping issues. After you gather your bank statement date and balance, compare them to transactions in your software and make changes if necessary.

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Invoice Payment Reminders

Premium Feature

Don’t waste your time hounding customers for payment. Automatically send an invoice reminder via email to customers with past due invoices. Decide how many days past due to trigger the automatic payment reminder.

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Custom Invoice Templates

Premium Feature

Customizing your estimates, invoices, and credit memos has never been easier. Choose a template, upload your business logo, and pick an accent color to make the PDF versions of these forms your own.

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Recurring Invoices

Premium Feature

With recurring invoices, you can leave post-it note reminders behind. Select a start date and end date (e.g., after a specific date, number of invoices, or indefinitely), choose your frequency, and automatically email recurring invoices to your customers.

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Unlimited Users

Premium Feature

Not the only person managing your business’s accounting? No problem! Add unlimited users to your account. And, you can restrict user permissions, like who can manage company information and financial tasks.

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Free Comprehensive Help

Need help? Find answers fast with the help of training articles and videos available in our Help Center. You can also chat with us or give our support line a ring for free routine help.

No Long-Term Contracts

Say goodbye to contracts and hello to our monthly pricing system! You can cancel your software account (and the easy-to-use accounting software features) anytime, without penalty. But when you see how easy your accounting can be, we hope you won’t want to!

Dependable and Accurate

We’re tested and audited annually for accuracy, and we use the same technology banks use to keep your data safe. Rest assured that you can trust us with your business information.

Easy-To-Use Software

Ready to stop wasting time managing your books and get back to your business? Patriot’s accounting features are developed with small business owners in mind. You can get the hang of our software in minutes—no training required.

100% Online

Securely access your accounting software on any device with an internet connection. Add transactions, invoice customers, and more on the go by logging into your accounting software account.

Are you ready to get started?

Sign up today for your free, no-obligation 30-day trial, or kick the tires with a free self-guided demo.