CustomBooks™ vs Patriot Software

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

CustomBooks™ offers fewer features (36 vs 50) and fewer integrations (2 vs 7). Starting price: CustomBooks™ at $29/mo vs Patriot Software at $6/mo. CustomBooks™ has 35 unique features while Patriot Software has 49 unique features, with 1 features in common.

CustomBooks™Patriot Software
CategoryAccounting SoftwareAccounting Software
Total Features3650
AI-Powered Features00
Starting Price$29/mo$6/mo
Pricing Tiers57
Integrations27
Shared Features1
Shared Integrations0
Data Quality70%90%

Feature Comparison by Category

Accounting (2 vs 6)

FeatureCustomBooks™Patriot Software
Account Reconciliation
Accounting
Add Subaccounts
Chart of Accounts
Edit & Delete Transactions
Income & Expense Tracking
Pay Bills
Record Payments

Banking (3 vs 1)

FeatureCustomBooks™Patriot Software
Automatic Bank Imports
Bank Reconciliation Detail
Bank Transactions
Banking

Billing (0 vs 1)

FeatureCustomBooks™Patriot Software
No Long-Term Contracts

Bookkeeping (0 vs 1)

FeatureCustomBooks™Patriot Software
Bookkeeping Service

Cloud Access (0 vs 1)

FeatureCustomBooks™Patriot Software
100% Online Access

Community (1 vs 0)

FeatureCustomBooks™Patriot Software
Community Forum

Contact Management (0 vs 1)

FeatureCustomBooks™Patriot Software
Unlimited Customers & Vendors

Contractor Management (0 vs 1)

FeatureCustomBooks™Patriot Software
Free Contractor Portal

Customization (2 vs 0)

FeatureCustomBooks™Patriot Software
Custom Print Forms
Customization Services

Data Management (0 vs 1)

FeatureCustomBooks™Patriot Software
Import Data

Document Management (0 vs 1)

FeatureCustomBooks™Patriot Software
Manage Receipts & Documents

Employee Management (0 vs 1)

FeatureCustomBooks™Patriot Software
Employee Portal

HR (0 vs 2)

FeatureCustomBooks™Patriot Software
Employee Self-Onboarding
HR Compliance Center

Infrastructure (1 vs 0)

FeatureCustomBooks™Patriot Software
Cloud-Based Access

Integration (1 vs 0)

FeatureCustomBooks™Patriot Software
Data Migration Tool

Inventory Management (5 vs 0)

FeatureCustomBooks™Patriot Software
Bill of Materials (BOM)
Inventory
Item Lot Detail
Multi-Channel Inventory
TRUE Inventory Management

Invoicing (0 vs 5)

FeatureCustomBooks™Patriot Software
Create & Send Estimates
Custom Invoice Templates
Invoice Payment Reminders
Recurring Invoices
Unlimited Invoices

Mobile (0 vs 2)

FeatureCustomBooks™Patriot Software
Mobile App
Mobile Friendly Design

Onboarding (1 vs 1)

FeatureCustomBooks™Patriot Software
Demo/Playground Company
Free Payroll Setup Assistance

Payment Processing (0 vs 2)

FeatureCustomBooks™Patriot Software
ACH Payments
Credit Card Payments

Payroll (0 vs 12)

FeatureCustomBooks™Patriot Software
All Pay Frequencies
Auto Payroll
Customizable Hours & Deductions
Free Direct Deposit
Multiple Locations
Multiple Pay Rates
Net to Gross Payroll Tool
On-The-Fly Pay Rate Changes
Pay Contractors in Payroll
Tax Filings and Deposits
Time-Off Accruals
Unlimited Payroll Runs

Pricing Management (1 vs 0)

FeatureCustomBooks™Patriot Software
Price Matrix

Project Management (1 vs 0)

FeatureCustomBooks™Patriot Software
Projects & Time Tracking

Purchasing (2 vs 0)

FeatureCustomBooks™Patriot Software
Purchase Orders
Purchases

Reporting (5 vs 3)

FeatureCustomBooks™Patriot Software
Comprehensive Payroll Reports
Custom Field Reporting
Departments
Financial Reporting
General Journal by Class
Reports
Sales by Location
Universal Report

Sales (2 vs 0)

FeatureCustomBooks™Patriot Software
Sales
Sales Orders/Invoicing

Security (1 vs 0)

FeatureCustomBooks™Patriot Software
User-Defined Security Roles

Support (1 vs 1)

FeatureCustomBooks™Patriot Software
5-Star Support
USA-Based Support

Support Services (1 vs 0)

FeatureCustomBooks™Patriot Software
Professional Services

Tax (0 vs 3)

FeatureCustomBooks™Patriot Software
1099 e-Filing
Create & Print 1099s
Electronic or Printable W-2s

Tax Management (1 vs 0)

FeatureCustomBooks™Patriot Software
Sales Tax Management

Time Tracking (0 vs 1)

FeatureCustomBooks™Patriot Software
Time & Attendance

Training (2 vs 0)

FeatureCustomBooks™Patriot Software
CustomBooks™ Academy
How-to Videos

Trial (0 vs 1)

FeatureCustomBooks™Patriot Software
30-Day Free Trial

Usability (1 vs 0)

FeatureCustomBooks™Patriot Software
Multiple Tabs

User Management (1 vs 2)

FeatureCustomBooks™Patriot Software
Unlimited Users
User-Based Permissions

eCommerce (1 vs 0)

FeatureCustomBooks™Patriot Software
Cloud Commerce

Unique Features

Only in CustomBooks™ (35)

Accounting
Pay Bills
Bank Reconciliation Detail
Bank Transactions
Banking
Community Forum
Custom Print Forms
Customization Services
Cloud Commerce
Cloud-Based Access
Data Migration Tool
Bill of Materials (BOM)
Inventory
Item Lot Detail
Multi-Channel Inventory
TRUE Inventory Management
Demo/Playground Company
Price Matrix
Projects & Time Tracking
Purchase Orders

+ 15 more unique features

Only in Patriot Software (49)

Account Reconciliation
Add Subaccounts
Chart of Accounts
Edit & Delete Transactions
Income & Expense Tracking
Record Payments
Automatic Bank Imports
No Long-Term Contracts
Bookkeeping Service
100% Online Access
Unlimited Customers & Vendors
Free Contractor Portal
Import Data
Manage Receipts & Documents
Employee Portal
Employee Self-Onboarding
HR Compliance Center
Create & Send Estimates
Custom Invoice Templates
Invoice Payment Reminders

+ 29 more unique features

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