Connected Accounting and ERP
4 Reviews 4/5 ★ ★ ★ ★ ★An ERP and accounting program by Accountek for both Mac and Windows operating systems. Offering both cloud and desktop deployment.
Product Overview
Connected Accounting and ERP is business management software designed for small to midsized companies. The Core Financial package is for small organizations looking to manage basic accounting, while the Connected Enterprise offers more advanced accounting and operational features that are better suited for mid-sized and enterprise businesses.
Both versions are Mac and PC compatible and can be deployed on internal servers or hosted on the cloud. All versions include audit trails and account security to ensure the software is secure and finances can be tracked. Connected includes features such as accounting, inventory management, purchase orders, multi-company support, and vendor databases.
Pros
- Has desktop and cloud deployment options
- Works on both Mac and PC
- Supports multi-company accounting
- Affordable ERP when compared to leading ERPs
Cons
- Limited reporting options
- Inventory management has limited customization
- Some users find workflows clunky
Target Market
Small–to mid-sized businesses in distribution, manufacturing, or food and medical supplies. Businesses seeking a comprehensive, user-friendly accounting or ERP solution that can be used on both Mac and PC platforms and for businesses who desire the choice between on-premise or cloud deployment. Connected is best suited for businesses or non-profit organizations looking to grow but feel they have outgrown basic accounting packages.Video Overview
Connected Core Accounting Features
Accounting - The accounting module, at the heart of the Connected software platform, includes a general ledger, accounts payable, and accounts receivable modules. Standard features include up to eighteen open periods, profit centers and departments, and detailed audit trails. Other features include managing multiple entities or having multiple companies set up in the software, email invoicing, and full bank reconciliation.
Connected Enterprise Features
The Connected Enterprise version includes all the features of the Core Accounting package, as well as advanced inventory control and job costing features.
Inventory Control - Businesses can track inventory, produce products, and create unique customer pricing. Standard features include tracking inventory by serial numbers or lot tracking, multiple inventory locations, detailed item history, and finished goods tracking. Additional features include creating purchase and work orders from customer orders and tracking inventory costs by FIFO or average costing.
Job Costing - Connected Enterprise features advanced job costing, including job tracking, job estimating, change orders, and employee time tracking with time sheets. Businesses can track work in progress, budgeted costs against actual costs, and set employee-specific billing rates. Additionally, invoices can be created from the original estimate or from actual time and materials
Additional Add-ons
Payroll - Both the Connected Core Financial and Enterprise versions allow for integration with multiple payroll solutions in both Canada and the United States. It includes an easy payroll import setup and allows businesses to use their existing software.
Payment Processing - Connected Accounting and ERP partners with Blue Pay to allow credit card and payment processing. New versions after the 8.0 update can process card payments from orders, invoices, or receipts. Businesses can email invoices and collect payments from emails to make collecting payments easier.
Pricing
Connected Accounting and ERP offer competitive pricing that can vary depending on a business’s deployment model.
Users can get the most standard features in the Core Accounting package as a one-time purchase starting at just $649.
- This does not include any updates and is only downloaded locally.
The cloud version of Core Accounting starts at just $79/user/month.
Product Overview
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User Reviews of Connected Accounting and ERP
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Connected Accounting and ERP Review
After a lot of research and reviewing I went w/ Accountek for my ERP Software. It seems to be a Good affordable fit for me.
Inelegant, clunky, inefficient
In comparison to other complex double entry software I used for many years (that unfortunately stopped their Mac version), I find Connected to be clunky and inelegant. I admit I have only looked at it and used it myself briefly, since it is my office manager and my bookkeeper who use it regularly, but it frustrates me way too often when I need to fill in for a vacation. For instance, California changes sales tax amounts pretty often, and I found that I had to change the sales tax in three different places for each county or city in order to complete some invoices. That seems ridiculous to me. The invoicing set up doesn’t fit our needs, so we have to do a tortured workaround to copy our invoice information and create a sales journal. We should just be able to take our invoices and enter the figures into a sales report without the needless time spent creating fake invoices that will never be sent to anyone. It would save hours. I wanted to change years ago when Account Edge appeared, but my office people were already used to Connected and we had paid for it, so they resisted, and I gave in. Now, I’m sorry I did. Connected gets the job done, but I think it’s an inelegant time waster for us, since it has not allowed us to customize invoices for our needs, and that and the details like making changes in sales tax percentages are just too time consuming.
Cons
Inelegant, clunky, inefficient.
Great program and company does what it can to help
Great program and company does what it can to help, but it did not work out the way we hoped and we ended up spending more than we needed.
Cons
Needed accounting but mostly what we needed was other functionalities. They really only had inventory management (in terms of what we needed) and specifically we needed to track inventory and pump out lot numbers and labels. From an accounting perspective, it was complex. We had to invest a lot into training myself to use it, and we spent a lot of money afterwards for the yearly support and calling on specific issues. At the end of the day, we still had to pay an accountant to deal with all our accounting stuff because the program itself was not simplified enough. It was too complicated for us to trust doing the accounting through the program. In terms of support we got from Connected, when we would pay for it, we'd get support. Because we were not heavy reliant on it for accounting purposes anymore, the only time we needed help was when we had an issue specific to the inventory management (3 times a year) so we stopped paying them for the yearly support. We'd still have to pay an hourly rate for phone calls with them.
- Household Durables
- 11-50 employees
- Annual revenue $1M-$10M
Connected Accounting and ERP Review
Works for us, we’re happy.
Pros
Does what we need it to! Pretty happy with it!
