Compare 3 Top
Accounting and
Operational Systems
Webinar 1:
Finance and Reporting Across 3 Solutions
www.blytheco.com
www.blytheco.com
Agenda
Intros
Why compare?
Solutions at a glance
Financial capabilities
Reporting capabilities
Where do they fit?
Next Steps and resources for
today
Introductions
Alicia Anderson
Strategic Marketing
Atlanta, GA-based
19 years in ERP/CRM
sales, service and
marketing
The Series
Finance and Reporting Capabilities across 3 Major Solutions –
TODAY
Distribution Capabilities across 3 Major Solutions – October 14
Manufacturing Capabilities across 3 Major Solutions – November 11
Sign up here.
Why compare solutions?
There are hundreds of solutions
Most of the buying process takes place online
It’s not so much about features – it’s more FIT
Solutions at a Glance
Sage 100
MS Dynamics GP
QuickBooks
Developed by/for CPAs
Great Plains architecture,
acquired by Microsoft
Single-office/home-office
orientation
10-50
25-500
1-10
Embedded database or SQL
SQL Server Database
Embedded database
One-time license,
subscription, leasing/financing
One-time license,
subscription, leasing/financing
License or online
$5k - $75k
$25k - $250k
$250 - $1000
Solution Expansion (CRM,
Distribution, Manufacturing)
Yes
Yes
Limited
Mobile access
Yes
No
No
Vendor focus
Sage provides business
technology offered through
partner network
Microsoft offers consumer
and business products
Intuit offers personal finance
and small business products
Background
Typical user count
Database
Payment options
Software costs
Financial Capabilities
System security
Traceability of transactions
Intercompany transactions
Tax filing
Workflows
System Security
The average business loses 3 percent to 6 percent of annual revenue
due to fraud. Internal and external threats, along with compliance
mandates, mean that access to any financial or operations system
should be carefully managed to minimize the risk of security breaches
and data loss or compromise.
Sage 100
MS Dynamics GP
QuickBooks
System Security
Sage 100
Roles Based Security Easier management and
deployment
Field level control Control access and
visibility of individual data
fields by user and/or user
groups
MS Dynamics GP
Roles Based Security.
Predefined roles built in.
Apply passwords or
block access to forms
and windows.
You can also apply
passwords to fields, hide,
lock, or disable fields.
QuickBooks
You can add a user
without a password.
Roles can be deleted
irreversibly.
Can assign task specific
security
Traceability of transactions
Having a complete history of any given financial transaction minimizes
risk. Critical accounting data, such as checks that have been written,
should not be able to be altered once entered into the system.
Sage 100
MS Dynamics GP
QuickBooks
Traceability of Transactions
Sage 100
Track and report on
any changes to any
data fields and tables,
and document approval
of any changes.
Store and safeguard
historical compliance
and transaction
information.
MS Dynamics GP
Activity tracking to
record logins, record
access, changes to
files and posting, more.
Source document and
audit trail management.
QuickBooks
Audit trail report tracks
changes, but does not
prevent them
Intercompany Transactions
Creating transactions in one company with the ability to simultaneously
create corresponding entries in other company databases ensures that
databases are kept properly balanced.
Sage 100
MS Dynamics GP
QuickBooks
Intercompany Transactions
Sage 100
Can have as many
companies as needed
in the system.
Intercompany
processing available as
a 3rd party
MS Dynamics GP
Intercompany module
available in GL and AP
only.
Professional Services
Tools Library includes
triggers that can be
enabled so that GL
Accounts, Customer
records, and Vendor
records can be
managed across
multiple companies
from a single data entry
point.
QuickBooks
One company per
database file.
Users waste lots of
time by logging in and
out of each company
many times a day.
Tax Filing
The ability to electronically file Federal and state tax filings for W-2s
and 1099s means less paperwork for you and faster documents for
employees.
Sage 100
MS Dynamics GP
QuickBooks
Tax Filing
Sage 100
You can complete W2s and 1099s with eFile
service.
Data autopopulates
into Sage eFiling and
Reporting.
Provides tax updates
for Fed, State, Local
MS Dynamics GP
Can create electronic
file or use eFile service.
Provides tax updates
for Fed, State but not
local.
QuickBooks
E-File available
Requires enhanced
Payroll subscription
Workflows
The ability to provide structured steps, alerts and approvals of business
processes through workflows that can be modified to your unique
business needs means your processes are more accurate and
consistent and your team is more productive.
Sage 100
MS Dynamics GP
QuickBooks
Workflows
Sage 100
Monitors your ERP
data for critical, timesensitive conditions.
Comes with preconfigured Alert Events
and Alert Condition
“Triggers”
Updates the system
with data and activities
MS Dynamics GP
Assign tasks and
tracking status of tasks.
Setup reminders that
proactively inform you
when specific incidents
occur.
Reminders are defined
per user.
QuickBooks
Available through many
third-party providers.
Reporting Capabilities
Financial reporting
Dashboards and KPIs
Multicompany consolidation
Financial Reports
A good financial report writer is essential for any company that is
committed to growing into a mature, competitive organization.
Sage 100
MS Dynamics GP
QuickBooks
Financial Reports
Sage 100
Sage Intelligence is the
Excel-based FRx
replacement.
Customizable design
and Dashboard
reporting
Connects to modules
beyond GL and from
any ODBC source.
MS Dynamics GP
Built-in legacy Report
Writer.
Management Reporter
replaced FRx.
Additional Excel-based
and cloud apps are
offered.
Web and mobile
deployment.
QuickBooks
Comes with pre-built
financial reports.
Reports are inflexible.
Requires additional
software to customize
layouts/appearance.
Dashboards and KPIs
Effective use of dashboards help business leaders keep an up-to-date
pulse of the business, provide a few key metrics, and enable more
informative decisions.
Sage 100
MS Dynamics GP
QuickBooks
Dashboards and KPIs
Sage 100
Wizard-driven Business
Insights to create
graphical reports
Web or Outlook
deployment.
Sage Intelligence gives
a real-time overview of
the overall health of
your business at a
glance.
MS Dynamics GP
Build and modify charts
and graphs with
Business Analyzer.
Excel Report Builder
also available with 200
built in reports.
SQL server reporting is
an option with 250 built
in reports.
Business Portal for
sharing via Sharepoint
QuickBooks
Available as 3rd party
Saas solution requiring
sync from QuickBooks.
Multicompany Consolidation
Allows you to consolidate, report on, monitor, and analyze multiple
companies or functional divisions within your organization.
Sage 100
MS Dynamics GP
QuickBooks
Multicompany Consolidation
Sage 100
Sage Intelligence
enables multi-company
reports and
consolidations out of
the box.
Unlimited number of
company codes.
Predefined layouts or
use Wizards to define
new layouts
MS Dynamics GP
Management Reporter
has multicompany
reports built in.
Use Smartlists to
combine companies
and slice and dice.
QuickBooks
Available via 3rd party
solutions requiring sync
from QuickBooks.
Where do they fit?
Sage 100
MS Dynamics GP
QuickBooks
Industry concentrations
Distribution,
Manufacturing
Services, Distribution
Services, Retail
Technology orientation
Stable platform,
integration-ready, easily
customized
Microsoft shop
No integration or
customization
Pre/Post-sales support
and service
Support and upgrades
provided
Support and upgrades
provided
Some tech support
included with purchase
Implementation
assistance
Extensive partner
network focused on
business needs
Extensive developerheavy partner network
with Microsoft
Consultants are available
Solution emphasis
Value and stability
Ease of use and
Microsoft-friendly
Cost-effective basic
accounting
In summary…
Capabilities are similar among many solutions
Understand the priorities for your business
Work with a partner who has many tools in the toolbox
Resources for today’s class
Available on http://info.blytheco.com/compare-erp-resources
Copy of this presentation
Preparing for a change – “Are You Ready for Replatforming?” series
Build a Business Case
Evaluation Criteria tools
Cloud vs. On-Premise
More
How to know if you have outgrown Quickbooks?
Next Class…
• Distribution Capabilities across Four Major Solutions – October
14
• Manufacturing Capabilities across Four Major Solutions –
November 11
• Sign up here.