Katana Cloud Inventory vs. AccountEdge

Katana Cloud Inventory is great for shipping and receiving busiiness. Where things are very cut and dry as far as what comes in and what goes out, this program is excellent at keeping track of these things. We do a lot of custom build items and it is not the greatest for these. A lot of time it is difficult to both enter these items and keep track of these items.

Incentivized

If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).

Incentivized

• Tracks incoming and outgoing parts/items
• Very easy to use and easy to learn.
• Able to implement the program quickly and begin using because of ease of use

Incentivized

• Complete Macintosh accounting software solution
• Robust inventory with price levels, quantity price breaks, and item assemblies
• Robust Job costing including progress billing, budgets, and profitability
• Mobile and web apps to add transactions from anywhere to sync back to your company file
• Integrated payroll
• Retainers and escrow accounts
• Three levels of transactions categorization-jobs, categories, and departments
• Multi-currency
• Network capable for multiple simultaneous users
• Ability to see profitability on an individual invoice
• Company file can be transferred back and forth between Mac and Windows with NO conversion needed.
• Can import text files of practically any kind of transaction

• Auto email generated with PO's cannot be permanently altered in my opinion.
• Different pack sizes of same items do not automatically fill in inventory I've found. For example, we order an item in singles, 4-packs, and 32 packs. In my experience, If we order the 32 pack, it does not show inventory for the smaller unit sizes. Each pack size has a different item number I believe.
• Fields on the PO are not adjustable in my experience. You must create a template and use the template. You cannot change the PO each time unless you have a template created in my experience.
• When closing out a sales order, if you invoice from Katana Cloud Inventory and send to Quickbooks, it automatically enables the invoice to receive credit cards in Quickbooks. We use another credit card service (not Quickbooks) and do not want this feature turned on. There is no way to disable it at this time.
• When being billed for a PO that has been received and that bill is sent over to Quickbooks, it does not show item counts in my expereince. It only translates as a total dollar amount for each line item.

Incentivized

• Probably our biggest beef is the sales pitch a while back to incorporate their POS system Checkout that was supposed to integrate hand in glove with AccountEdge (it never really did.) Now the company has abandoned the POS program (even the website is now a 404 error page). Checkout is glitchy, and rather than improving it, they just dropped it and left users like us who bought into it unsupported. That doesn't reflect well on the company's customer service in our view. We've been AccountEdge users from back when it was MYOB, but our confidence in their future dependability has been strongly impacted by this move, and if something else came along, our hard-earned loyalty might not be as firm as it has been in the past.
• Some tasks in AccountEdge take a long time to complete (go get a coffee while the spinning beachball turns).
• Don't know the feasibility, but it would be nice to have access to older transactions, maybe even in some kind of read-only format.

Incentivized

Without a doubt, when you need to do accounting use the program that will get the job done in the least amount of time with the least amount of errors. Once you are using a program that works you stay with it year after year and you will find yourself even excited about the updates

Incentivized

The intuitive interface does all the tasks we need our accounting software to do. Some tasks are slower to process than I would like but overall very usable. Customizable forms let us choose to either go with the easy ready-made out-of-the-box options or retool them to better fit our specific needs.

Incentivized

One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!

Incentivized

On the few occasions we have needed tech support over the years, they were responsive and worked to get to the root of the issues. However, even though Checkout POS is a separate application, it was pitched to us as a natural extension of the functionality of our AE software that would integrate seamlessly. The company's support for Checkout has been minimal at best, and now totally abandoned. That colors our view of Priority's support unfortunately. And to be honest, that's why it's a 9 instead of a 10. So to be fair, AccountEdge's support itself has been very good over the years.

Incentivized

unfortunately no.

Incentivized

Our Quickbooks inventory was input incorrectly by a former employee and fixing it would have been more time consuming and less cost effective than to come up with an alternative solution. Katana Cloud Inventory was our alternative solution. Katana Cloud Inventory says that they are working on some of the integration problems with Quickbooks, and once they are fixed, will be a huge help!

Incentivized

My hands down preference is to keep my accounting off of the cloud but that is not always the case with my clients. So, to make this comparison somewhat fair I will consider only the items containing parity in cloud vs desktop. AccountEdge vs Xero. AccountEdge has superior interface and key response because an internet connection is generally not as responsive as localized software. Period. I also feel that AccountEdge is far more robust in features as well as how my data is presented (visually). I require uniform naming/wording conventions so I can better assimilate data. While this is possible in Xero, it's not as easy to accomplish because of screen response and keyboard workflow. Mouse oriented vs. keyboard oriented. AccountEdge vs QuickBooks for Mac. Succinctly put: cross-platform. AccountEdge data files do not require "saving as" Windows copies or any other such nonsense conversion. They just work equally well on either platform. So for users whose platforms do not match their accountant's, there is simply no issue. Additionally, Acclivity will give a user's accountant a copy of the software for free.

Incentivized

• So far we are still in the process of counting all of our inventory. We use tens of thousands of parts
• What we do have in inventory already is tracked very well.
• Parts have been in stock as needed since we implemented Katana Cloud Inventory.

Incentivized

• If I didn't have AccountEdge, I would have to make do with Excel spreadsheets, or go back to paper, as I did before 1995, and I wouldn't be able to access client information as easily as I can here.
• It allows me to manage cash easily, so if clients are slow-paying, I can borrow funds to meet expenses, without incurring overdraft fees, until they come through.

Incentivized