# Page 2 | SBS Financials Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is SBS Financials the right Accounting solution for you? Explore 55 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/146890/SBS-Financials-Suite/reviews --- SBS Financials 4.5 (55) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of SBS Financials ## Showing most helpful reviews Showing 26-50 of 55 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use ND Naomi D. A/P Specialist, Payroll Newspapers Used the software for: 2+ years ### "SBS" May 30, 2019 4.0 SBS support team is friendly and always supportive. They might have to research sometimes, but you can depend on them to resolve the issue. It seems there are more tools I can utilize. I will love to take a webinar style seminar if there is any. Pros Data can be easily export as Excel, PDF, or Word. After downloading the report, it is easy to manipulate as I wish. The import from external system tool is A+. Once you learn it, save your time in GL, AP, BB, and we have fewer errors. Cons In AP, to share the information between two companies like a purchase report, the vendor number has to be the same. If the parent company has the control of setting up a vendor number, it might be more useful. Review Source Response from Software Business Systems June 5, 2019 Thanks for the feedback! We'll let you know about upcoming webinars so you can extend your knowledge of SBS. DM Debbie M. Director of HR/IT Newspapers Used the software for: 2+ years ### "Ten Years Later!" April 20, 2020 5.0 Time saving once we were all set up. The software enabled us to centralize all our AP/GL function for 12 locations spread across the US. Pros We implemented in 2010 and have not regretted it. Security features were easy to implement as was creating custom imports from our existing software. Cons Custom report writer can be a challenge, as can setup as there are so many places to set up the user, the AP approvals user. Organization charting can also be difficult. If you don't get it exactly correct the units will not report. Reason for choosing SBS Financials Best value for the money. Review Source Response from Software Business Systems April 24, 2020 Thanks for the feedback! We rely on customer input to continually enhance our software. Let us know how we can continue to help you make the most of our software. DS DARLENE S. Bookkeeping Supervisor/Accounts Payable Newspapers Used the software for: 2+ years ### "A+ software and team!" May 30, 2019 5.0 We recently started using the reconciling option. This helps us keep track of our o/s checks on a daily basis. very helpful for monitoring our daily cash needs. Pros There is documentation available on most screens. This makes it easy to try out new options. Anything I come up with that I need is typically available. if by chance there is something, the team is willing to consider it for future releases. I am very happy with this software. Cons Nothing is perfect to everyone. So yeah, there are a couple of extremely minor things that are not worth mentioning. Review Source Response from Software Business Systems May 31, 2019 Glad to hear that our bank reconciliation application has made your life easier! Thanks for letting us know how our software is helping your company. CS Carrie S. Director of Finance Hospital & Health Care Used the software for: 2+ years ### "Versatile " March 16, 2020 4.0 we have a a positive overall experience with . Pros Once proficient in the software, many processes more streamlined and less time consuming. Support is super helpful. Cons The software can be difficult to learn and because it requires high level customization it is a cumbersome process to setup. Review Source Response from Software Business Systems March 19, 2020 We appreciate your feedback! It's true that our software has many options for customization. That approach requires discussion of numerous operational details during the implementation process - and those discussions can be tedious. We're glad the system has helped you streamline processes and be more efficient! LD Lorie D. CFO Newspapers Used the software for: 2+ years ### "Excellent Software" May 23, 2019 5.0 SBS support team has been great. We have solved budget development issues, constant training for staff turnover. I would like to see more production solutions for our printing plant. Pros I like the ease of use. Navigation is easy once you spend a little time with the menus. Cons The reporting options are confusing. Reports in the AR module to not tie out to ledger because of how the report looks at information which makes no sense. The budget module is incomplete and no work instruction. There is no fixed asset module. Review Source Response from Software Business Systems May 28, 2019 We appreciate your comments and are always working to enhance our software. We'll use your feedback to improve our product. CF Caron F. AP clerk Media Production Used the software for: 2+ years ### "Smart software" March 24, 2020 5.0 Pros Funny to give software a human trait.. but so many times, SBS AP module has amazed me, on how smart it is. Often times, it's way ahead of my brain! One of the best AP processing software that I have used, in my 30 years of being an AP clerk. Cons I have a hard time, with the export feature in the AP module. Trying to select the right parameters is frustrating at times. Review Source Response from Software Business Systems March 25, 2020 Customers say our software is intuitive so you're in good company! Our Support team will follow up to help you smooth out the export process. AB Angela B. Office Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Like for the Most Part, Some Irritations" August 17, 2017 4.0 In general it's a good program and gets the job done. We recently got the update and unfortunately some of the changes you made didn't apply to us and so caused a re-learning curve when the methods had been intuitive (i.e. more key strokes to move between certain fields). We don't use the software to it's full potential so I can't speak to all features. Pros I like being able to work ahead in the next period. The customer support team is top notch. The controls in place to prevent misuse are great for audit purposes. Cons I don't like all the multiple yes/no questions when you do something that isn't considered "usual" - a twice is good enough. Not an overly intuitive program. Not crazy about all the controls though know they're necessary. Review Source AD Anita D. Business Office Supervisor Newspapers Used the software for: 2+ years ### "This software is perfectly designed and very user friendly." April 24, 2020 5.0 Fantastic. Never have problems. The support personnel is very knowledeable Pros SBS is very user friendly and flawless. I like the way you can navigate from one company to another. Cons I haven't found anything yet that I don't like about the software. Reason for choosing SBS Financials Very comprehensive financial software that fit perfect to our business Review Source Response from Software Business Systems April 29, 2020 Thanks for your feedback. Customer input drives development of our software so let us know when you have suggestions. GC Ginger C. Bookkeeper/Office Manager Media Production Used the software for: 2+ years ### "Great experience. Very helpful support staff." February 16, 2018 5.0 Pros It is easy to use. SBS works well for keeping the multiple companies that I have to maintain. The system is simple to use for running checks for accounts payable. Cons Consolidating the financials for the multiple companies can be difficult at times. There always seems to be an issue getting all the companies to load into the consolidated module correctly. Review Source Response from Software Business Systems February 26, 2018 Thanks for the feedback! Our support team will reach out to discuss the issues you're having when consolidating financials for multiple companies. As a long-time customer, your business needs likely have changed since the system was originally configured. We believe that our current approach and resources could resolve the issues. WR Wendy R. Sr. Accounting Manager Media Production Used the software for: 2+ years ### "LOVE SBS - Does everything i NEED it to do" August 21, 2017 4.0 Love Kim and the support team. Always helpful and rarely have to wait an excessive period to get responses/assistance. Pros I like that it is entry based so that any changes to anything have to be done by entry so everything stays in the correct period. Also great that multiple companies can be set up. Like being able to run checks on blank stock and the functionality of paying people ACH pretty easily. Cons In Bank book you make a bbti (in) entry or a bbto (out) entry for banking. Makes total sense - BUT that "I" and "O" are right next to each other and one can accidently get the entry reversed of what was wanted. Review Source RB Raynard B. CFO Media Production Used the software for: 2+ years ### "My experience using this product has been excellent!" September 8, 2017 5.0 We have had an excellent working relationship with SBS for many years (at least 15 years I believe). The team at SBS is top notch, always receptive to our needs from any system issues to pricing. Pros The number one thing about this product is its ease of use. It is very intuitive. After the training phase, it has been nothing but smooth sailing. There was some apprehension when the switch to the cloud occurred but it too went off without a hitch. Cons There are occasionally transactions which happen which we are unable to explain, however your customer service team is always available to correct any of our mistakes. Review Source AH Amy H. Accounting Manager Used the software for: 2+ years ### "Easy to use but would like simpler steps for financial reporting set up." February 7, 2018 4.0 Pros The general accounting functions of Accounts Payable, Bank Book, and General Ledger are relatively easy to navigate and use on a daily basis. Cons The financial statement set up/parameters are hard to navigate and if something needs to be corrected, there are many steps and locations one must complete before it is done correctly. It would be more convenient if the reporting function would allow you to print multiple reports at one time rather than going back in and starting over to run the same report with different account parameters. Review Source JH Joanne H. Payroll/Accounts Payable Manager Newspapers Used the software for: 2+ years ### "SBS Financials" May 23, 2019 5.0 Pros Support is the best! Someone always gets back to you in a timely manner with the help needed. Cons It has a feel of "old school" and can be a little complicated. No online manual. Review Source Response from Software Business Systems May 28, 2019 Thanks for your comments! We have resources available on our customer portal and within the application. A Support team member will follow up with you about how to access online manuals. ML Michelle L. Director of Financial Services Media Production Used the software for: 2+ years ### "I work primarily with invoice approvals, budgeting and gl inquiries." February 15, 2018 4.0 The customer service is great. Everyone that we have ever had help us with issues have been very responsive and helpful. Pros Overall the software is good, reliable. The customer service is great. The budgeting package works well with the gl portion. Cons We have had a lot of difficulties with the budgeting for wages and salaries. General budgeting is good, but the wages and salaries budgeting is unreliable at times. Primary issues have been with splits and when an employee is termed and we copy records to another budget field. Review Source AM Alfonso M. Accountant Accounting Used the software for: 6-12 months ### "CSS Testimonial for SBS" May 29, 2019 5.0 I haven't had any issues thus far after using SBS for the last seven months. The A/R and A/P Tasks are very easy to use as well as making basic journal entries. If you ever have any questions their customer service has always been prompt about responding to your needs. Pros Customize-able and easy to navigate. Being able to import a multitude of item such as a budgeting project or A/P and A/R allows for efficiency. Cons It was a bit tough to learn at first but with their excellent customer service they were able to answer all of my questions. Review Source Response from Software Business Systems May 30, 2019 We're here to help! Thanks for taking the time to provide your feedback. SG Susan G. Account Payable Clerk Newspapers Used the software for: 6-12 months ### "Review of SBS-Accounts Payable Application" March 19, 2019 4.0 Pros The ability to attach and view invoices or other supporting documents. The 1099 processing is real easy and straight forward. Cons Not being able to move invoices that are not yet approved from one billing period to another billing period easily. If you end up putting an invoice into the wrong period, you have to delete the particular invoice and start over. Review Source Response from Software Business Systems April 17, 2019 We appreciate you reviewing our software. Our system does have options for moving unapproved invoices from one billing period to another. A member of our Support team with follow up to walk you through the options. CS Catherine S. Controller Used the software for: 1-2 years ### "Robust features make our job easier" October 20, 2015 5.0 Pros We like all the features so it is difficult to pick a favorite. As controller, I smile every month at the ease of distributing the monthly financial packages to all 23 branch location managers with one click of a button. We import some data from a separate industry specific software that does our pay/bill and that is so easy and seamless. Among our staff accountant's favorite features are the AP import and ease of reconciliations. The SBS training and support staff have been wonderful and a joy to work with. We implemented the expense report module 6 months after going live and it was so easy. Easy is a word that keeps being used when describing the SBS software. Cons We haven't found it yet. We have been using the software for a year now and are extremely pleased. If we want to do something and can't figure it out we call Support and they guide us on how to accomplish our goal. Review Source DF Diane F. Controller Media Production Used the software for: 2+ years ### "Quick learning curve" February 15, 2018 4.0 Pros Ability to upload and store back-up documentation Different modules work similarly, so easy to learn Support is very responsive Cons Report writer is cumbersome "Help" documentation included in the program tells more what each function is, and does not tell how to use the function - find myself calling for support instead of relying on help documentation. Review Source LM Linh M. Director of FP&A Newspapers Used the software for: 2+ years ### "SBS reviews" March 24, 2020 4.0 Pros reporting and the customer services support team Cons certain queries are cumbersome such as AP. Review Source Response from Software Business Systems March 25, 2020 Thank you for the feedback. Let us know how we can continue to help. RH Rick H. CFO Media Production Used the software for: 6-12 months ### "Great product with even better customer service from a team dedicated to helping you succeed. " November 30, 2018 5.0 I was very impressed with the team in that they viewed their role as business advisors and helped our company some best practice processes we had not thought of. Pros Full suite of software capability. Intuitive ease of use. Logical architecture. Pleasant user viewing experience. Ease at which data can be pulled in and out of the system. Helped our company move closer to a paperless process flow. Cons Would like to see continued enhancements in the financial statement development tools. When running some basic reports, once report is complete the software defaults back to original setting, which requires you to repeat steps next time you run report. Review Source NE Natasha E. Accountant Media Production Used the software for: 6-12 months ### "Outstanding Customer Service" August 24, 2017 5.0 Once again the customer service you receive when you have a question is wonderful. Customer service agent will take the time to really understand the issue you are having or what you are trying to do to fine the best and most efficient solution. You can reach them by phone or email and will always return your call in the same business day (it is normally within one to two hours). Pros The customer service that SBS provides is by far the best service I have see from a software company. There are different modules to the program however, they are all set up similar for ease of use. I started using this system in February of 2017 and it was very easy to learn. Review Source DR David R. Accountant Primary/Secondary Education Used the software for: 2+ years ### "User Friendly" September 11, 2017 4.0 Pros I like the most is that it is easy to correct my mistakes. I also like that it is User Friendly that you can get the same information different ways. Cons The printing from the remote desk top and saving from the remote desk top take a considerably long time. Review Source CS Cesar S. AP Manager Used the software for: 6-12 months ### "Great Overall" August 10, 2018 5.0 People are great and helpful. System is easy to navigate, everything is related. SBS has a lot of great functions, many that I dont use, but Im sure are very useful for larger companies. Overall a great systems Pros Multiple functions and extremely helpful group of employees. Every time I call, everyone is always friendly and very willing to assist with my issue. Most of my call are training or how to find certain reports. Cons Many functions that I do not use. I am sure that the other functions are extremely useful and beneficial. My focus is on AP Review Source JY Juanita Y. controller Media Production Used the software for: 1-2 years ### "modules are logical and intuitive" August 17, 2017 5.0 Pros Once you understand how the software is set up, it is pretty intuitive to use and offers a lot of flexibility customer support is great easy to undo errors Cons inventory program is a little cumbersome I wish the period input was a little bit more prominent- I think it would help catch posting errors Review Source LT Lance T. CFO Media Production Used the software for: 6-12 months ### "CFO" August 17, 2017 2.0 Pros I like the requisitions approval chain. It is difficult to state pros for the system even after using the software for 8 months. Cons The entire software is not user-friendly and is not easily navigable without extensive training. Difficulty in just downloading useful information without calling SBS support. There is no such thing as a simple task in doing anything. 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