# SBS Financials Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # Reviews of SBS Financials Ease of use 4.4 Customer Service 4.8 ## Pros and Cons in Reviews ES Emily S ManagerFarming, 2 - 10 employeesUsed the software for: Less than 6 months. “You can get work done efficiently and fast“ October 9, 2025 SM Sugumar M freelancerAccounting, Self-employedUsed the software for: 1-2 years. “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.“ December 13, 2024 ES Emily S ManagerFarming, 2 - 10 employeesUsed the software for: Less than 6 months. “My over all experience with this product is that it is very helpful and useful. “ October 9, 2025 DM Debbie M Director of HR/ITNewspapers, 201 - 500 employeesUsed the software for: More than 2 years. “Organization charting can also be difficult. If you don't get it exactly correct the units will not report.“ April 20, 2020 DV Donovan V Retirement Benefit Analyst IIFinancial Services, 10,001+ employeesUsed the software for: I used a free trial. “I like the reporting and financials the most with SBS“ January 28, 2025 Rachid K Sales executiveBanking, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “The flexibility of the system is the most thing about it.“ October 21, 2024 ## Showing most helpful reviews Showing 1-25 of 55 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rachid K. Sales executive Banking Used the software for: 2+ years ### "SBS Financials" October 21, 2024 5.0 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 SM Sugumar M. freelancer Accounting Used the software for: 1-2 years ### "Monetary Handling MADE Simple!" December 13, 2024 5.0 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 AT Amanda T. Controller Media Production Used the software for: 2+ years ### "The system has its pros and cons." August 17, 2017 3.0 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 JW James W. Operations Manager Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Great for Budgeting, Reporting, and Compliance" February 10, 2025 5.0 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 ES Emily S. Manager Farming Used the software for: Less than 6 months ### "Assistant Manager" October 9, 2025 4.0 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 DD Damian D. Senior accountant Accounting Used the software for: 1-2 years ### "Great accounting software" December 21, 2024 5.0 Pros They're easy to pull up financial reports intuitive good software Cons Nothing I could think of everything is pretty solid Review Source DV Donovan V. Retirement Benefit Analyst II Financial Services Used the software for: I used a free trial ### "SBS Financials Review" January 28, 2025 5.0 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 EA Erin A. Finance Director Media Production Used the software for: 2+ years ### "Solid Software Product" February 8, 2018 4.0 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 TJ Toni J. CFO, Accounting Manager, Corp Treasurer Newspapers Used the software for: 2+ years ### "SBS Financials are easy to use and have fantastic support" May 28, 2019 5.0 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 Response from Software Business Systems May 29, 2019 Thank you for being a long-time customer! Your feedback over the years has helped drive development of our software. The system supports multiple bank accounts. It also can automate bank account reconciliation. Let us know if you'd like our Support team to review the options with you. JS Josephine S. Corporate Accounting Manager Media Production Used the software for: 2+ years ### "Great System with a Support Team that goes the Extra Mile" February 7, 2018 5.0 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 SB Stephanie B. Senior Accounting Manager Used the software for: 2+ years ### "The best customer service I've received!" October 29, 2018 5.0 We genuinely appreciate all the accommodations and support we have received in the last 2 1/2 years Pros \- Ease of use of software - Exceptional customer service/support - Implementation projects have not only met but exceeded expectations Cons \-That your office isn't in Florida : ) Review Source DS Debbie S. Corporate Controller Used the software for: 2+ years ### "My experience with SBS software and staff awesome. " September 8, 2017 5.0 I would recommend SBS to anyone looking for a new Accounting System Pros The product is user friendly and the Customer Service is exceptional. I love the AP invoice scanning feature (as do our auditors). I also love the ease of creating new custom financial reports and formats Cons I would like to be able to void a series of checks, instead of just one check at a time. I know that you can import a file to void, but an easier method would be helpful. Review Source MI Matt I. Director of Accounting Media Production Used the software for: 1-2 years ### "Great Support and Customer Service" August 23, 2017 4.0 For all of the accounting software I have used they by far and away have the best support, training and customer service. Pros SBS provides great support and customer service. They are quick to respond and provide help and walk-through training's and there staff is very knowledgeable in multiple areas. Also their software developers do a nice job of communicating with accountants, which I have found very refreshing. Cons Documentation on processes and procedures is not easily available in the software, however if you call SBS they email the information right over. Review Source LL Laura L. Accounts Payable Broadcast Media Used the software for: 2+ years ### "SBS AP LOVER" May 23, 2019 5.0 My experience with SBS has been wonderful. Support team are very experienced and always answer whatever question I might have right away or fix a minor issue I might confront. Pros \- viewing invoices as you enter is a great plus. - invoice entry very simple to understand. - system recognition of an invoice already entered. - W-9's process simple to understand. - viewing reports. - access to view an invoice right away. Cons Honestly love everything about SBS from an accounts payable perspective. Review Source Response from Software Business Systems May 28, 2019 Thank you Laura! Let us know how we can continue to serve you well. SK Simmons K. CFO Media Production Used the software for: 2+ years ### "For the price the software is sound and easy to use and is pretty flexible. Customer support is excellent." February 8, 2018 4.0 Pros The learning curve is relatively short and the software is fairly intuitive to use. Support staff are knowledgeable and are willing to work through any issues you may have. Cons Navigation could be better and reporting could be made easier. The user guide also could be improved. Review Source SM Shelagh M. Business Manager Marketing and Advertising Used the software for: 2+ years ### "SBS made my life easier." September 12, 2017 5.0 SBS replaced an old clunky system we have had for many years. It was a great upgrade. Pros The system is very user friendly and stream lined. If you can't figure out something customers service is always willing to help and friendly. Review Source TB Tim B. Controller Media Production Used the software for: 2+ years ### "Ease of use - Great Customer Support" February 12, 2016 4.5 Pros The most unique and best part of SBS software is the step by step process the software takes when performing tasks such as payroll processing, AP processing and GL closing. Excellent! Cons Report writing tool requires a fair amount of technical knowledge which sometimes is a deterrent to our users. But this can easily be overcome with some training from SBS. Review Source CD Chris D. Accountant Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Exceptional Accounting Software" August 17, 2017 5.0 Pros \-Very user friendly software for first time users. -Many helpful tips within SBS. -Software has many useful applications. -Good initial training program. -Customer Service/Support is prompt in response and very helpful. -The support team is excellent in answering questions. Cons \-There are not many cons with this software. -There is some delay time within the software when changing printer settings and other settings. Review Source NB Natallia B. Accountant Real Estate Used the software for: 6-12 months ### "SBS Finanicals/Review" September 8, 2017 5.0 I have been using this software for about a year and have nothing but good things to say about it. Pros This software program is easy to learn, very user-friendly and comes with a great technical support. Review Source MS Marla S. Accounts Payable Manager Publishing Used the software for: 2+ years ### "Review of usage of SBS Financials software" June 10, 2019 4.0 Pros What I like the most is SBS's customer service. It is easy to contact someone at SBS for assistance with an issue. There is little or no delay in reaching a customer service rep. They are very friendly, very helpful and very thorough. I have never been dissatisfied with their customer service! Cons What I like the least is a few steps that seem to be unnecessary. In A/P, we can pay a miscellaneous vendor. During invoice entry, a question asks if I want to enter the miscellaneous vendor's address. I always clicked "yes" to go to that screen. One day I clicked "No" and it remained on invoice screen. I then manually clicked on the tab to enter the address. The question seems unnecessary. In most cases, the address is necessary, so why does it even ask? Also when entering a credit memo, it asks if it should be applied to an invoice. From an accounting standpoint, the answer should always be "NO". Otherwise, it would change the amount of the invoice that it pertains to, rather than showing a credit against all or part of the invoice. So with every credit memo I enter, I must click "No". Review Source Response from Software Business Systems June 12, 2019 Thanks for the feedback Marla. You raise some excellent questions about the A/P miscellaneous vendor and credit memo workflows that we have passed along to our team for further review. VB Victoria B. Staff Accountant Used the software for: 2+ years ### "Keeping records is easier with SBS Financial Accounting Software." August 24, 2017 5.0 a few of the staff member at SBS that I have had the pleasure of working with) are amazing. Although, we have been using the software for about 3 years and they still treat us like new customers by providing OUTSTANDING customer service. When we have a problem or question, we simply send an email to the SBS support group and a friendly staff member will typically respond in less than 24 hours our question and sooner if it is an emergency. SBS Financial Accounting Software has proven to be a wise and sound investment for our company. Pros The software is flexible and can be customize to meet your company’s needs. The products comes with a very knowledgeable, helpful, attentive, and friendly staff. They listen to their customers’ comments thereby providing enhancements to the software throughout the year, which improves the customer’s experience. Most modules are easy to navigate through. The documentation is useful and easy to follow. You can set the dashboard to your preference: Favorites, Documentation, Recent Task, etc. Cons Creating reports has proven to be a challenge for me because there is so much information available, but I'm not always sure which table to use to retrieve the desired information. However, this is still not a problem because the excellent staff at SBS will quickly guide you through the maze. They will (when necessary) even create the report for you. Review Source LP Linda P. Accounts Payable Coordinator Newspapers Used the software for: 6-12 months ### "FINANCIAL PROCESSING MADE EASY!" May 23, 2019 5.0 When I new to SBS and had very little training, I made a lot of calls to customer support apologizing every time I called. I was re-assured each time that they were there to help. I always found the staff friendly, helpful and interactive. They were always willing to make sure I left with a positive attitude about using the system. Like any new experience it was difficult but overall SBS is one of the best systems I have used for financial processing from start to finish. Pros I have used several products over the years. SBS invoice processing is straight forward and easy to use. I can do an import of external systems in minutes. If there is a problem the system tells me the problem and I can resolve it in minutes. Maintaining the vendor records complete history is very easy to do. It keeps a record of every vital document and I can notate any problems that stays with the history of the vendor.This system makes my responsibilities a routine schedule. Cons When I am given a new project that needs to be entered into SBS new procedures need to be set up. It could be operator error but I always find it difficult to set up new import versions that actually do what I want. However, I can always call customer support and they either walk me through the necessary steps or take on the problem, resolve it and then call me when I am able to use it. Review Source Response from Software Business Systems May 28, 2019 Thank you for the feedback. We strive to make financial processing easy! To that end, we are enhancing our training resources to better address issues related to import set up. DS Debora S. VP of Financial Services Printing Used the software for: 2+ years ### "Customer Since 1999" May 21, 2019 5.0 We have made a number of changes in our general ledger with chart of accounts and statements. The staff at SBS walked us through every stage of the transition and integration back into our statements. We didn't miss a beat! Pros There are too many things I like to pick just one I like most. I imagine the integration of all the modules with one another and the ability to download/upload other types of software files into SBS for processing would probably be the thing I like most. But really, the customer service just cannot be beat--the best of any software program I've ever used. Cons I wish there was an attendance calendar for each employee which recorded their sick and vacation time. You can pull the time card detail, but I'd love to see an annual calendar for each employee. There isn't anything I dislike-only an enhancement I'd like to see. Review Source Response from Software Business Systems May 22, 2019 Thank you for the feedback! As a long-time customer you have played a key role in the on-going development of our software. Having the capability to interface with other applications is critical and our APIs help streamline that process. SO Siobhan O. Accounts Payable Newspapers Used the software for: 2+ years ### "SBS" May 27, 2019 5.0 My experience in dealing with the SBS system and support team has overall been great. Anytime that I have an issue that I am unable to figure out on my own the support team is there to either guide me through to a solution or to figure out how they can fix things on their end for me. Pros Ease of use. Ability to have the images of invoices and checks available on screen. Cons I wish that I had the ability to unpost certain things that are posted in error and I would like to be able to go back and reverse to correct any errors on my own. That being said any time that I call with an issue like that SBS support is able to go in and unpost or fix the error immediately. Review Source Response from Software Business Systems May 28, 2019 Many thanks for your comments! SBS software follows GAAP to provide a full audit trail. The system allows you to make reversals or adjustments while still maintaining the audit trail. Our Support team will follow up to review those options with you. CS Cindy S. Senior Accountant Newspapers Used the software for: 2+ years ### "SBS Financials Review" May 28, 2019 5.0 My overall experience with SBS Financials has been great! Their customer support is excellent! They are always courteous and prompt on getting issues resolved questions answered in a timely manner. Pros Being one that has never had any formal training in SBS, I found the software easy to use. Each application is broken down into categories that are pretty much self explanatory. When I do have questions on something I don't understand SBS Support is always there and helpful. Cons I don't think this is really a con, but something I wish was available with this software. That after the budget is locked Admin could go in and unlock a "specific" segment, not the whole budget. We had an instance where we had to unlock the budget to re-enter statistics, but had to unlock the entire budget to get this done. Review Source Response from Software Business Systems May 29, 2019 Thanks for the feedback! Talk to a Capterra advisor for free and get results within 15 minutes.