--- title: "SBS Financials Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SBS Financials Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/146890/SBS-Financials-Suite/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # SBS Financials Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SBS Financials ## What is SBS Financials? SBS Financials is for companies that need robust financial reporting and workflows tailored to their industry. The core financials suite includes imaging, automates approvals and inter-company transactions, and streamlines the budgeting process. Move easily between entities, locations, departments, then roll up with ease. Available Payroll HR module lets you process transactions all in one system. APIs make working with other software seamless and efficient. Support is live and knowledgeable. ## What is SBS Financials used for? [Accounting](https://www.capterra.com/accounting-software/)[Project Accounting](https://www.capterra.com/project-accounting-software/)[Medical Accounting](https://www.capterra.com/medical-accounting-software/) Overall rating Based on 55 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 2% Starting price $995 Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## SBS Financials alternatives Highest Rated [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.3 (2,269)](https://www.capterra.com/p/380/Concur-Expense/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/146890/SBS-Financials-Suite/alternatives/) ## FAQs about SBS Financials Overview ### What problems does SBS Financials solve? SBS Financials solves disconnected accounting workflows by bringing general ledger, accounts payable, budgeting, expense reporting, purchase orders, and external-system imports into one financial system. Controllers, business-office teams, AP clerks, and department heads can distribute financial packages, update projections, approve invoices remotely, drill into supporting documents, and maintain audit-ready entries. Answer based on 37 reviews Overview ### Which roles and teams benefit most from SBS Financials? SBS Financials is most used by finance leaders, controllers, and accounting teams managing core financial operations. CFOs and finance directors use it for reporting and oversight, while accountants and accounts payable staff handle general ledger entries, invoice processing, payroll-related tasks, reconciliations, and routine financial recordkeeping. Answer based on 55 reviews Overview ### What company size and specific industries is SBS Financials built for? SBS Financials is designed for multi-company and multi-location organizations that need accounting software to support growth. It fits businesses of varying sizes across a wide range of industries, especially those managing accounting operations across several entities or sites. Features and Usability ### What are the key features of SBS Financials? SBS Financials includes core accounting tools for general ledger, accounts payable, accounts receivable, billing and invoicing, and budgeting. Reviewers frequently discuss invoice processing, financial reporting, and bank reconciliation, including invoice scanning, approval workflows, document attachments, and imports from external systems. It also supports multiple companies and cloud deployment. Answer based on 30 reviews Integrations ### Which third-party tools and platforms does SBS Financials integrate with? SBS Financials integrates with Microsoft Excel for spreadsheet-based financial reporting and data handling. Answer based on 3 reviews Getting Started and Support ### How easy is it to onboard and train a team on SBS Financials? SBS Financials is relatively easy for first-time users, accountants, and staff to learn, with similarly structured modules, on-screen documentation, and a short learning curve reported by many reviewers. Training is available in person, live online, through webinars, and documentation. Administrators and users building reports or navigating complex workflows may need more hands-on guidance and time. Answer based on 22 reviews Getting Started and Support ### What customer support options does SBS Financials offer, and how do users rate the experience? SBS Financials offers chat support. Users generally describe the support team as friendly, knowledgeable, responsive, and thorough, with staff helping resolve issues, answer questions, and provide guidance during training. Some users report quick assistance, while one reviewer found navigating support options required too many steps. Answer based on 30 reviews Features and Usability ### What features does SBS Financials include? SBS Financials provides a broad accounting feature set that supports invoicing, general ledger, accounts payable, budgeting, expense reporting, document attachments, and custom imports. Finance teams value configurable modules, security controls, and connected workflows, although some users want additional capabilities, find certain queries cumbersome, or encounter extra prompts during routine tasks. Answer based on 26 reviews Features and Usability ### Is SBS Financials easy to use? SBS Financials offers an approachable interface for everyday accounting tasks, and many finance staff learn core workflows quickly after training. Users can correct errors, navigate modules, and access screen-level documentation with relative ease. However, customized setups, report writing, navigation, and some controls may require technical knowledge or continued support. Answer based on 25 reviews ## Features AI summary Based on 11,413 Accounting reviews According to Capterra reviewers, these are the accounting features buyers prioritize most when evaluating a solution: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) SBS Financials provides accounting functionality designed to support core financial operations and day-to-day recordkeeping. Its capabilities help businesses manage accounting data in a structured way, maintain visibility into financial activity, and support consistent bookkeeping processes, giving teams a clearer view of business performance and financial records. Accounts Receivable 5.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Track outstanding invoices and the money owed from clients Accounts Payable 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Track money owed to a company's creditors/suppliers Billing & Invoicing 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Expense Tracking 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Financial Reporting 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization Project Accounting 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Manage and track financials on a project-to-project basis SBS Financials 26 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Application programming interface that allows for integration with other systems/databases Route documents and other data through one or more stakeholders for review and approval Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Assembly of graphs and charts for visualizing and tracking statistics/metrics Plan, pay and track business related expenses. Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Intended for medical use such as diagnosis, treatment, and consultation Form predictions based on past and present data/trends Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Centralized accounting record which tracks all financial transactions Track and manage inventory levels to maintain proper supply Ability to handle several projects simultaneously Manage employee salary processes, data, taxes, and records administration efficiently Manage and track financials on a project-to-project basis The process of estimating and tracking the expenses incurred for a specific project Create, send, and track purchase orders and their statuses Implementation of various strategies to manage tax obligations via planning and maintaining compliance Get Advice We can help you find the software with the features you need. Features 4.4 (55) 4.4 Based on 55 reviews ## Pricing Value for money 4.6 (43) Basic $995.00 Per Month Value for money 4.6 (43) 4.6 Based on 43 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (54) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (54) 4.8 Based on 54 reviews ## User reviews Overall rating 4.5 Based on 55 reviews Filter by rating Counts reflect reviews available in this feed. 5(34) 4(17) 3(3) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Sales executive Used the software for: 3-5 years ### "SBS Financials" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 24, 2024 SBS Financials is an easy and flexible accounting system to use. Pros The flexibility of the system is the most thing about it. Cons The system provide the possibility to create a full integrated financial management system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Manager Used the software for: Less than 1 year ### "Assistant Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 October 13, 2025 My over all experience with this product is that it is very helpful and useful. You can get work done efficiently and fast Pros I feel like you get you r value for your money and invoicing is great. The security is really what I look for and that is great as well Cons I dislike the customer support because I feel like I have to press so many buttons to navigate to where I have to get to Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Controller Used the software for: 3-5 years ### "The system has its pros and cons." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 August 19, 2017 Pros I really like the invoice scanning we have implemented and excited for the electronic approvals we will be implementing soon. Cons Reporting. It seems difficult to get reports out of the system. Especially from payroll. I don't really like the look of some of the other reporting. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer freelancer Used the software for: 1-3 years ### "Monetary Handling MADE Simple!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 27, 2024 I have utilized a few items throughout the long term. SBS receipt handling is straight forward and simple to utilize. I can do an import of outside frameworks in minutes. In the event that there is an issue the framework lets me know the issue and I can determine it in minutes. Keeping up with the seller records total history is extremely simple to do. It tracks each crucial record and I can document any issues that stays with the historical backdrop of the vendor.This framework makes my obligations a standard timetable. Pros We have involved SBS for quite a while and have never considered searching for an alternate monetary program. The flexibility to bring outside framework data into our financials is a demonstrated champ that needn't bother with to be changed. As you can see I honestly love SBS. Cons Goodness, this truly is a hard inquiry to respond to as I haven't tracked down a lot or anything that I could do without. Being on the cloud variant permits you somewhat more adaptability in specific capabilities however generally the program is exceptional. We endeavored to utilize Bank Book yet for our business we have an excessive number of outer projects that import data into our framework for the GL and around 10 ledgers thusly this element doesn't work for us as we would need to physically enter great many exchanges to utilize this capability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Operations Manager Used the software for: Less than 1 year ### "Great for Budgeting, Reporting, and Compliance" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 12, 2025 SBS Financials has greatly improved our accounting processes by streamlining financial reporting and budget management. The automation features save us time. I would recommend it to businesses needing a reliable and feature-rich accounting solution, especially those managing complex financial operations. Pros It provides us a robust and user-friendly accounting solution that simplifies our financial management. Cons While it's a powerful platform, the initial setup and configuration can take some time, but it worth the time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior accountant Used the software for: 1-3 years ### "Great accounting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 Pros They're easy to pull up financial reports intuitive good software Cons Nothing I could think of everything is pretty solid Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Retirement Benefit Analyst II Used the software for: I used a free trial ### "SBS Financials Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 29, 2025 Overall the experience with SBS Financials has been positive Pros I like the reporting and financials the most with SBS Cons What I like the least is how often we have to use this Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Finance Director Used the software for: 3-5 years ### "Solid Software Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 9, 2018 Pros We have been working with SBS for over three years. During that time, SBS has been very responsive to our needs as well as our ongoing training requirements. Whenever there is something new that we are trying to do or if we are having unexpected problems, SBS Support is very responsive in assisting us. Usaully they are able to go in on the back end and figure things out, but if we need to set up a traing session, they are always very quick to provide that service as needed. Another thing that I like about this software is that it is competitively priced. This is a good value for the money, and I know that we are not wasting our money on the product. We are able to make a resonable payment monthly, and SBS takes care of a lot of the headache for us. As the software is hosted in the cloud, we don't need to worry about backups, etc. We have very rarely been charged for extra time that SBS has worked with us. And when we have, it has been because of a change that we have made as a company that has truly required more help from SBS. All of my staff have been working with this software for quite some time. We have gained proficiency with the software, which is intuitive to use, anyway. It is realatively easy for staff to pick up on and use, and SBS is extremely responsive to us when we need a little extra hand-holding. Cons Because there is a four hour time difference between us and SBS headquarters, we have to be very careful that if we need support, we are making the phone call prior to SBS shutting down for the day. This was frustrating when we were first learning the software, but as we have become more proficient with its use, this is hardly ever an issue. There are instances where the software seems to have bugs. If the user does something that the software doesn't like, it can lock the session up. As we have gotten better with the software, however, we have learned certain things to avoid to keep this from happening. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CFO, Accounting Manager, Corp Treasurer Used the software for: 3-5 years ### "SBS Financials are easy to use and have fantastic support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 29, 2019 We have used SBS for a long time and have never thought of looking for a different financial program. The versatility to import external system information into our financials is a proven winner that does not need to be changed. As you can see I am a huge fan of SBS. Pros SBS is one of the easiest financial software programs that I have used in my 35 year carrier. We just switched over to the cloud version after using this purchased software since 2002. Either a purchased software or cloud version, you will never go wrong. The support staff/programmers are wonderful to work with and are available for any question and direction support you have at any time. You don't have to wait hours or days for a response as they are always available and extremely knowledgeable to your needs. I wouldn't want to have any other program other than SBS. Cons Wow, this really is a hard question to answer as I haven't found much or anything that I don't like. Being on the cloud version does allow you a little more flexibility in certain functions but overall the the program is phenomenal. We attempted to use Bank Book but for our business we have too many external programs that import information into our system for the GL and about 10 bank accounts therefore this feature does not work for us as we would have to manually enter thousands of transactions to use this function. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Corporate Accounting Manager Used the software for: 3-5 years ### "Great System with a Support Team that goes the Extra Mile" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 8, 2018 SBS works with us to ensure their product has the features we desire to run our business office efficiently. We have added on multiple applications and features throughout the years and have really enjoyed working with the team. Pros The system has so many great features! Our company uses the General Ledger, Accounts Payable, Budgeting, Expense Reporting and PO Applications. General Ledger Application: The ability to drilldown on Financial Statements to get to the detail and pull up the attaching support (invoices, etc.) is a timesaver during our financial reviews. Expense Reporting / Accounts Payable Applications: Online Expense Reporting system that is fully integrated into the Financial Desktop system works seamlessly for our end users that aren't as familiar with systems in general. Approvers having the ability to approve Expense Reporting and Invoices through email or through the system itself is essential in our environment where a lot of our approvers aren't at a computer for the majority of the day. Great feature! Budgeting Application: MUST HAVE! Our business office uses this application frequently to update projections. It has amazing features to compare account information, drill into detail, and quickly update Budget/Projection information. We give our department heads access to their individual department so they can update their projections/budgets on their own and only have access to their particular accounts. The Support Team really listens to feedback to make the system even better. If any problems arise, they are extremely quick to resolve. Cons The financial statement report writing portion of the software within the general ledger application could be more flexible but has all the features to get what we need. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/146890/SBS-Financials-Suite/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs SBS Financials](https://www.capterra.com/compare/146890-190778/SBS-Financials-Suite-vs-QuickBooks-Online)