Accounting Software for Small Business

Yes! You can easily import account trial balances, vendors, customers, chart of accounts, and up to two years of bank transactions via Plaid integration (or as many bank transactions as you want manually using bank statements).

We made this accounting solution simple by design. You do not need any special training to track income and expenses, generate customer invoices, or print reports for your accountant. There are plenty of help articles and videos to learn how to use the software that you can access here.

Yes. We have free integration with Stripe, a third-party processor to provide you and your customers with a seamless payment experience. You can sign up with Stripe through our software. *Stripe has a standard fee schedule. Learn more here.

Yes, our Accounting Basic Software and Accounting Premium Software are both standalone products. While we’d love for you to try our award-winning payroll products, they are not required to use our accounting software.

Yes! You can set up multiple logins to give to your accountant and/or others as needed at no additional cost! With Accounting Premium, you can set permissions with each user you add.

Patriot’s Accounting Basic and Accounting Premium both integrate seamlessly with Patriot Basic Payroll and Patriot Full Service Payroll.

We use a third party to securely and seamlessly integrate your bank transactions, Plaid. You can connect your bank accounts and/or credit cards so that all your activity automatically flows into the software. Plaid supports most major banks and credit unions. However, you will need online banking access with your bank. If automatic imports aren’t for you, you can opt to manually record journal entries or import a file. Learn more here.

You can add (and invoice) an unlimited number of customers in the software.

Yes! With Accounting Premium, you can send recurring invoices to your customers on your desired schedule at no additional charge.

There is no limit to the number of bank transactions you can manually import from your bank account. Keep in mind that automatic bank transactions can pull up to 2 years of bank transactions.

Patriot Software has a unique patented cash-to-accrual basis toggle that will display your financial reports in cash or accrual basis with the simple click of a button. This means you can use the easy-to-understand cash basis for everyday entries, but can give your accountant the needed information in accrual-basis reporting.

This toggle doesn’t “convert” the cash-basis entries to cash- or accrual-basis accounting. It makes entries in each format and stores the data so it is ready for accurate reporting.