# Best Accounting Software for Consultants - 2026 Reviews & Pricing

> Find the best Accounting Software for Consultants for your organization. Compare top Accounting Software for Consultants systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/accounting/consultant-comparison

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Accounting Software for Consultants

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# Best Accounting Software for Consultants of 2026

Updated July 7, 2026

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1.  Popular Comparisons
2.  Buyers Guide

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215 results

### Compare Products

Showing 1 - 25 of 215 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: Sage Intacct

[Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

4.28

[(711)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data. From an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience. The platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence. A defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations. In accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment. Given its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats. Sage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.... [Read more](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Robust accounting process automation
-   Flexible multi-dimensional reporting tools

### To take in mind

-   Complex and rigid report customization
-   Slow and unresponsive support experience
-   Expensive and escalating costs

### Best rated features:

Quotes/Estimates

5.0

For Nonprofits

5.0

Vendor Management

5.0

Customer Statements

5.0

[See all features](https://www.softwareadvice.com/accounting/intacct-accounting-profile/#key-features)

### Product: Emburse Expense Professional

[Emburse Expense Professional](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/)

4.68

[(1285)](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/reviews/)

Best for:Receipt Management

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Emburse Expense Professional is an expense management platform designed to simplify expense reporting while addressing organizational needs. It is suitable for businesses aiming to enhance visibility and control over spending. The platform is used by finance teams, accounting departments and employees in various industries. The system includes receipt capture through a mobile app with optical character recognition technology. Automated expense report creation is available through ReportExecutive, which generates reports based on customizable schedules. Approval processes are streamlined with configurable routing and delegation features. Spend control tools help enforce budgets using user allowances and per diem policies. InstantAudit identifies potential policy violations before approval, and the platform provides data insights to support decision-making and identify cost-saving opportunities.... [Read more](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/)

### What users love

-   Flexible receipt capture options
-   Streamlined expense reporting process
-   User-friendly for most workflows

### To take in mind

-   Complex and unintuitive interface
-   Unexpected and high costs
-   Unreliable credit card syncing

### Best rated features:

Real-Time Data

5.0

API

5.0

Data Visualization

5.0

Customizable Fields

5.0

### Worst rated features:

Invoice Management

1.0

Reporting/Analytics

3.0

[See all features](https://www.softwareadvice.com/product/392187-Certify-Travel-Expense-Management/#key-features)

### Product: Vena

[Vena](https://www.softwareadvice.com/bpm/vena-profile/)

4.54

[(139)](https://www.softwareadvice.com/bpm/vena-profile/reviews/)

Best for:Budgeting/Forecasting

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Vena is a financial planning and analysis (FP&A) platform. It is designed to work with Microsoft 365 apps, cloud technology, and AI. It helps organizations in various industries, such as SaaS, healthcare, professional services, and banking, to streamline their planning, budgeting, and reporting processes. Vena's modeling capabilities allow users to create what-if scenarios. They can make bottom-up or top-down adjustments directly within Excel. The platform also provides dashboards and ad-hoc reporting features. These enable finance teams to improve their analysis and decision-making. Vena's centralized templates, co-authoring, and live chat functionalities promote collaboration and data transparency throughout the planning process.... [Read more](https://www.softwareadvice.com/bpm/vena-profile/)

### Best rated features:

Commission Management

5.0

Fixed Asset Management

5.0

Statistical Analysis

5.0

Dynamic Modeling

5.0

### Worst rated features:

Customizable Dashboard

3.0

Exception Reporting

3.0

Asset Lifecycle Management

3.0

Self-Service Reporting

3.5

[See all features](https://www.softwareadvice.com/bpm/vena-profile/#key-features)

### Product: Xledger

[Xledger](https://www.softwareadvice.com/accounting/xledger-profile/)

4.50

[(12)](https://www.softwareadvice.com/accounting/xledger-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Xledger, True Cloud Finance Software Built For Modern, Multi-entity Organisations Xledger is a true-cloud finance management platform built for organisations needing more than traditional on-premise or first generation cloud ERP systems can deliver. Designed for finance teams managing complexity, multiple entities, distributed teams, project-driven operations and rising transaction volumes, Xledger provides automation, real time visibility and scalable control in a single unified system. Where many finance systems depend on custom code, manual processes or significant IT involvement, Xledger delivers continuous updates, built-in best practices and configuration instead of customisation. Customers gain a system that evolves with their organisation, reducing cost and complexity over time. Deep Automation Across The Entire Finance Function Xledger automates high effort processes across AP, AR, bank reconciliation, expense management, project accounting, period close and group consolidation. AI-enabled data capture and workflow automation drive accuracy and speed, freeing finance teams from manual work. Real Time Insight For Every Stakeholder Xledger unifies all financial and operational data into a single live dataset, eliminating the need for bolt-on reporting tools, data warehouses or manual spreadsheets. Users access live dashboards, drill downs and advanced analytics tailored to their role. For multi-entity groups, real-time consolidation, automated eliminations and global reporting provide full oversight across subsidiaries, regions and cost centres as the business grows. Multi-Entity, Multi-Currency, Multi-Dimensional By Design Unlike platforms that rely on additional modules or third party tools, Xledger provides native support for complex organisational structures. Whether managing 5 entities or 500, finance teams benefit from automated intercompany transactions, shared chart of accounts, consistent data models and flexible multi currency handling. This allows organisations to scale seamlessly, integrate acquisitions and maintain standardised processes across the entire group. Configurable Rather Than Customised Xledger is built on configuration, not bespoke development. Finance teams can tailor workflows, approval paths, dashboards, integrations and data structures without accumulating technical debt. Updates are delivered automatically, ensuring all customers run on the latest version without costly upgrade projects or downtime. A Modern Alternative To Complex ERP Suites Many organisations evaluate Xledger alongside systems like Business Central, NetSuite and Sage Intacct when modernising finance. Buyers often select Xledger for its strong multi-entity capabilities, deeper automation, unified data model and lower total cost of ownership. The platform offers enterprise level functionality without the heavy customisation, multi-module complexity or IT overhead typically associated with larger ERP solutions. Seamless Integrations Xledger integrates with CRM platforms, payroll solutions, banking interfaces, billing systems, sector specific applications and data platforms. With open APIs and pre-built connectors, customers can automate data flows and build a connected financial ecosystem that supports digital transformation. Engineered For Growth And Trusted Worldwide More than 10,000 organisations worldwide rely on Xledger across sectors such as non profit, professional services, education, property, consulting, membership organisations and multi entity commercial groups. Its cloud native architecture and robust automation make it ideal for organisations experiencing rapid change, expansion, restructuring or increasing reporting demands. A True Cloud Platform That Drives True Finance Transformation Whether the objective is greater operational efficiency, faster reporting, stronger controls or strategic insight, Xledger provides the tools and scalability to support continuous improvement.... [Read more](https://www.softwareadvice.com/accounting/xledger-profile/)

### Best rated features:

General Ledger

4.5

Project Accounting

4.0

Accounts Receivable

4.0

Accounts Payable

4.0

### Worst rated features:

For Nonprofits

3.0

Multi-Currency

3.0

Financial Reporting

3.3

Fund Accounting

3.5

[See all features](https://www.softwareadvice.com/accounting/xledger-profile/#key-features)

### Product: NetSuite

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2052)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailoring options
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

### Product: Fraxion

[Fraxion](https://www.softwareadvice.com/scm/fraxion-profile/)

4.42

[(130)](https://www.softwareadvice.com/scm/fraxion-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Fraxion provides a complete procure-to-pay solution for purchasing, expense, and AP automation with advanced spend analytics. The all-in-one procure-to-pay suite includes: -Purchase requisitions & custom approvals -Budget & policy control -Purchase order automation -Receiving, invoice matching & invoice approvals -AI-powered AP automation -Spend analytics, community insights & reporting -PunchOut & PunchIn -Internal Catalogs -Expense management -Mobile app -ERP / Accounting system integration Engineered for mid-sized companies, the intuitive solution facilitates seamless operational spend management from any location. Experience the convenience of mobile flexibility, streamlined procure-to-pay processes, and achieve audit transparency through digital records and accountable, policy-compliant spending across your organization. Drive time and cost savings with Fraxion's user-friendly, mobile, and integration-ready solution.... [Read more](https://www.softwareadvice.com/scm/fraxion-profile/)

### Best rated features:

Document Imaging

5.0

Contract/License Management

5.0

Quotes/Estimates

5.0

Fixed Asset Management

5.0

### Worst rated features:

Mobile Access

2.0

Fraud Detection

2.4

[See all features](https://www.softwareadvice.com/scm/fraxion-profile/#key-features)

### Product: Yooz

[Yooz](https://www.softwareadvice.com/procure-to-pay/yooz-profile/)

4.39

[(222)](https://www.softwareadvice.com/procure-to-pay/yooz-profile/reviews/)

Best for:Invoice Management

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Yooz is a cloud-based accounts payable automation platform designed to optimize financial operations using real-time processing and AI-powered technology. It serves organizations across industries such as automotive, construction, hospitality, manufacturing, and non-profit sectors, focusing on improving efficiency in financial processes. The platform includes features such as omnichannel invoice capture, smart data extraction, and dynamic routing with exception handling. It incorporates fraud prevention tools to identify fake invoices and unusual amounts, along with automated payment execution options using virtual credit card functionality. Vendor statement reconciliation is supported through AI-driven matching and discrepancy detection. Customizable budget management dashboards provide real-time visibility into financial activities. Yooz integrates with numerous ERP and financial management systems, allowing organizations to enhance operational efficiency while maintaining their existing technology infrastructure. Its workflow engine supports process configuration for complex routing requirements and organizational structures. The platform offers transparency across the purchase-to-payment cycle, aiming to reduce processing time and costs through its user interface and AI technology.... [Read more](https://www.softwareadvice.com/procure-to-pay/yooz-profile/)

### Best rated features:

Document Management

5.0

Multi-Department/Project

5.0

Third-Party Integrations

5.0

Electronic Payments

4.7

### Worst rated features:

Cash Management

1.0

Real-Time Reporting

2.0

[See all features](https://www.softwareadvice.com/procure-to-pay/yooz-profile/#key-features)

### Free Trial

$199.00/month

Free for 15 days

### Gold Edition

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/procure-to-pay/yooz-profile/#pricing-and-plans)

### Product: Rydoo

[Rydoo](https://www.softwareadvice.com/accounting/xpenditure-profile/)

4.37

[(199)](https://www.softwareadvice.com/accounting/xpenditure-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Rydoo is a business expense management solution. It automates expense flows and reimbursement cycles and enables expense control. The platform caters to a range of industries such as manufacturing, engineering, professional services, technology, and travel and logistics. Rydoo uses artificial intelligence to detect and flag non-compliant and suspicious expense claims. It allows users to set their policy rules and automate the expense approval process. The solution integrates with multiple finance, ERP, HR, and travel tools. Rydoo is compliant with GDPR, certified as ISO 27001, and reported as SOC 2 Type 2. This ensures data security and compliance.... [Read more](https://www.softwareadvice.com/accounting/xpenditure-profile/)

### Best rated features:

Real-time Alerts

5.0

Budgeting/Forecasting

5.0

Approval Workflow

5.0

Spend Control

5.0

### Worst rated features:

Mobile App

2.0

Data Import/Export

2.0

Access Controls/Permissions

3.0

Third-Party Integrations

3.5

[See all features](https://www.softwareadvice.com/accounting/xpenditure-profile/#key-features)

### Essentials

€10.00/month

For growing businesses looking for best-in-class expense management on a budget. The price becomes €8 per user / per month when billed annually.... [Read more](https://www.softwareadvice.com/accounting/xpenditure-profile/#pricing-and-plans)

### Pro

€12.00/month

For scaling companies requiring flexible expense flows and custom policies in multiple locations. The price becomes €10 per user/ per month when billed annually.... [Read more](https://www.softwareadvice.com/accounting/xpenditure-profile/#pricing-and-plans)

### Business

Custom

Pricing available upon request

For companies looking for multi-country compliance, customisable policies and approval flows, and tool integration. Let's talk!... [Read more](https://www.softwareadvice.com/accounting/xpenditure-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/accounting/xpenditure-profile/#pricing-and-plans)

### Product: Striven

[Striven](https://www.softwareadvice.com/project-management/striven-profile/)

4.82

[(130)](https://www.softwareadvice.com/project-management/striven-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Striven is a cloud-based, all-in-one business management ERP platform built for small and midsize companies tired of duct-taping popular accounting tools, a CRM, a project tool, and spreadsheets into something resembling a workflow. It brings accounting, CRM, project management, inventory, HR, and reporting under one roof, so a closed deal in sales auto-generates the invoice, updates inventory, and kicks off the project. No re-keying, no version drift, no hunting for the source of truth. The real value is the real-time integration between every part of your system, which means full integration between every part of your business. When every module talks to the others in real time, leadership stops deciding on month-old data and teams stop arguing about which spreadsheet is current. Workflows, dashboards, and reports bend to how the business actually runs, and customer, vendor, and candidate portals extend the system to the people outside your walls. For service firms, contractors, and manufacturers graduating from disconnected tools, Striven is the consolidation play that pays back in time, accuracy, and clarity.... [Read more](https://www.softwareadvice.com/project-management/striven-profile/)

### Best rated features:

Routing

5.0

Document Storage

5.0

Segmentation

5.0

Performance Management

5.0

### Worst rated features:

API

1.0

[See all features](https://www.softwareadvice.com/project-management/striven-profile/#key-features)

### Standard

$35.00/month

The plan is based on the number of users.

### Enterprise

$70.00/month

The per-user price decreases as the number of users increases.

[See full pricing details](https://www.softwareadvice.com/project-management/striven-profile/#pricing-and-plans)

### Product: Sage Construction Suite

[Sage Construction Suite](https://www.softwareadvice.com/product/185440-Sage-Construction-Suite/)

4.02

[(1060)](https://www.softwareadvice.com/product/185440-Sage-Construction-Suite/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

The Sage Construction Suite includes a range of solutions tailored to meet the diverse needs of construction companies. The suite includes Sage Intacct Construction, Sage Construction Management, Sage 300 CRE, Sage 100 Contractor, Sage Estimating, Sage Field Operations, and Sage Intacct Real Estate. These products collectively offer a solution that covers pre-construction, finance, and operations management, enabling construction firms to streamline their project processes, enhance financial visibility, optimize operational workflows, and improve project outcomes across the board. The finance component of the suite provides companies with tools for managing budgets, tracking costs, and handling financial transactions related to their projects. This solution enhances financial visibility, enables accurate accounting and cost monitoring, and ensures compliance with financial regulations. By incorporating finance functionalities, the Sage Construction Suite aims to provide a comprehensive solution for financial management tailored to the specific needs of the construction industry. On the operational front, the Sage Construction Suite is equipped with tools to optimize project workflows, schedule tasks efficiently, and monitor progress in real-time. This operational aspect is crucial for ensuring smooth project execution, timely completion of tasks, and effective resource allocation. By integrating operational management capabilities into the suite, Sage aims to help construction companies enhance productivity, minimize delays, and deliver projects on schedule and within budget. Sage Construction Suite offers a comprehensive solution that addresses various aspects of construction project management. By combining pre-construction, finance, and operations functionalities, the suite aims to provide construction firms with a platform to support their projects from inception to completion. This integrated approach can help streamline processes, improve decision-making, and boost overall project performance. Construction companies can leverage the Sage Construction Suite to enhance their operational efficiency, financial transparency, and project outcomes.... [Read more](https://www.softwareadvice.com/product/185440-Sage-Construction-Suite/)

### What users love

-   Tailored for construction needs
-   Robust construction accounting tools
-   Integrated project management platform

### To take in mind

-   Slow and inconsistent support experience
-   Limited and outdated reporting tools
-   Steep learning curve and complexity

### Best rated features:

API

5.0

Reporting & Statistics

5.0

Project Scheduling

5.0

Customizable Reports

5.0

[See all features](https://www.softwareadvice.com/product/185440-Sage-Construction-Suite/#key-features)

### Product: ExpensePoint

[ExpensePoint](https://www.softwareadvice.com/accounting/expensepoint-profile/)

4.82

[(354)](https://www.softwareadvice.com/accounting/expensepoint-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ExpensePoint is an expense management platform that helps midsize and large businesses streamline expense reporting, compliance, and analysis. It includes automated mileage tracking with route capture, receipt reading automation, and customizable rules for approvals, expense coding, tax, and reporting to support accounting needs. ExpensePoint integrates with credit cards, travel booking systems, and accounting platforms, including QuickBooks, NetSuite, Sage, Xero, and Great Plains, ensuring data synchronization. Its customizability, multi-currency support, and features helps businesses with global operations, tax needs, or integration and reporting requirements.... [Read more](https://www.softwareadvice.com/accounting/expensepoint-profile/)

### Best rated features:

Time & Expense Tracking

5.0

Secure Data Storage

5.0

Booking Management

5.0

Bank Reconciliation

5.0

### Worst rated features:

Reminders

2.5

[See all features](https://www.softwareadvice.com/accounting/expensepoint-profile/#key-features)

### Per User

$10.50/month

### Per Report

$10.50

### Enterprise or Site Subscription

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/accounting/expensepoint-profile/#pricing-and-plans)

### Product: Beyond Software

[Beyond Software](https://www.softwareadvice.com/psa/beyond-profile/)

4.71

[(7)](https://www.softwareadvice.com/psa/beyond-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Beyond Software is a project accounting and management software system available for small to mid-size companies. The system allows organizations to manage and execute around their projects by increasing visibility and creating accountability. Industries that can use the software include architectural, engineering, marketing, and software development. Beyond Software’s mobile app allows users to record time and expenses as they are incurred. Users can see which projects have resources assigned, how much time has been assigned, and how much time each resource has available. These steps allow the user to make business decisions at every phase of the project. Once projects are completed, results can be measured to the company’s specific standards. Through these results, companies can identify patterns and areas of concern. The web-based system offers a variety of functionalities including core accounting, time tracking, expense tracking, and billing & invoicing.... [Read more](https://www.softwareadvice.com/psa/beyond-profile/)

### Product: Procurify

[Procurify](https://www.softwareadvice.com/accounting/procurify-profile/)

4.59

[(203)](https://www.softwareadvice.com/accounting/procurify-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Procurify is a procurement and spend management software designed to automate the intake-to-pay process for organizations. It combines procurement, accounts payable, expense management, and payment workflows into a single platform supported by artificial intelligence. Used by mid-market organizations across industries such as technology, healthcare, biotech, manufacturing, consumer packaged goods, education, charter schools, and nonprofit sectors. The platform includes features that automate purchasing workflows, from request intake to receiving, invoice processing, and payment. Key functions include purchase request management, approval routing, purchase order generation, three-way matching, and automated invoice capture. Additional tools include contract management, vendor management, budget controls, spending cards for expense tracking, and PunchOut capabilities for supplier connections. Procurify offers real-time spend visibility through analytics dashboards and a Spend Analyst tool that identifies spending patterns and potential cost-saving opportunities. The iOS and Android mobile app allows users to manage procurement workflows remotely and includes receipt capture for expense reporting. Organizations can configure approval workflows, and budget controls to support financial management across departments.... [Read more](https://www.softwareadvice.com/accounting/procurify-profile/)

### Best rated features:

Data Extraction

5.0

Requisition Management

5.0

Quotes/Estimates

5.0

Customizable Reports

5.0

[See all features](https://www.softwareadvice.com/accounting/procurify-profile/#key-features)

### Product: SAP S/4HANA Cloud

[SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)

4.35

[(358)](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, wholesale, public sector and utilities. Primary features include finance performance measurement, supply chain management, purchasing, contract management, lifecycle management, production cost management and accounting. Other features include audit trails, compliance reporting, billing, dispute management, production planning, materials requirements planning (MRP), maintenance management, quality management, product lifecycle management, research and development. It offers integration with SuccessFactors Employee Central, Ariba, SAP Financial Services, SAP Fieldglass and SAP Hybris Cloud for Customer. Support is offered via email and over a phone. Other help options include preferred care, support portal, self-help portal, guided resources, online chat and online case submission. Mobile applications are available for iOS, Android and Windows phones.... [Read more](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)

### What users love

-   Powerful real-time data handling
-   Comprehensive cross-system connectivity
-   Robust financial process automation

### To take in mind

-   Complex and unintuitive interface
-   Steep learning and training demands
-   Occasional lag and slowdowns

### Best rated features:

Dashboard

5.0

Enterprise Asset Management

5.0

Portfolio Management

5.0

Integrated Business Operations

5.0

### Worst rated features:

BOM Creation

2.3

Distribution Management

4.0

Cost Tracking

4.0

Collaboration Tools

4.0

[See all features](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#key-features)

### Plan

Custom

Pricing available upon request

Pricing not available

[See full pricing details](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#pricing-and-plans)

### Product: Sage Accounting

[Sage Accounting](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/)

4.10

[(646)](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite. Sage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments. Sage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.... [Read more](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/)

### What users love

-   Streamlined daily financial management
-   User-friendly and intuitive design
-   Tailored for small businesses

### To take in mind

-   Inconsistent and hard-to-reach support
-   Limited and inflexible invoicing tools
-   Reporting lacks customization options

### Best rated features:

Time Tracking

5.0

For Accountants

5.0

Data Security

5.0

Customer Statements

5.0

[See all features](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#key-features)

### Accounting Start

$20.00/month

The Sage Accounting Start plan comes with an 30-day free trial and is ideal for micro-businesses.

### Accounting Standard

$40.00/month

### Accounting Plus

$50.00/month

[See full pricing details](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#pricing-and-plans)

### Product: MRI Fixed Asset Management

[MRI Fixed Asset Management](https://www.softwareadvice.com/accounting/series4000-profile/)

4.56

[(48)](https://www.softwareadvice.com/accounting/series4000-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

MRI Fixed Asset Accounting is an on-premise and cloud-based fixed asset accounting solution for small, mid-sized and large enterprises. Real Asset Management, the software vendor has now rebranded and is part of MRI Software and continues to provide the best in specialist fixed asset software. MRI Fixed Asset Accounting caters for commercial, education, government, healthcare and not for profit industries and primary features include asset management, asset accounting, asset auditing, flexible asset depreciation, cost control, reporting and forecasting. Other features include project management, document management, tax and financial compliance. Asset accounting features allows users to manage disposals, transfers, relifes, revaluations, cost adjustments and asset splits. The software is compliant with various corporate governance requirements such as FASB, US GAAP, SOX and GASB 34/35. It offers integration with ERP, finance, business intelligence, reporting and spreadsheet solutions. It is available in a subscription pricing option. It is compatible with Windows, Mac and Linux operating systems. Support is provided via email, over the phone and through an online client portal.... [Read more](https://www.softwareadvice.com/accounting/series4000-profile/)

### Best rated features:

Asset Lifecycle Management

5.0

Reporting & Statistics

5.0

Barcoding/RFID

5.0

Location Tracking

5.0

### Worst rated features:

Barcode/Ticket Scanning

4.0

[See all features](https://www.softwareadvice.com/accounting/series4000-profile/#key-features)

### Product: Bloomberg Tax Fixed Assets

[Bloomberg Tax Fixed Assets](https://www.softwareadvice.com/accounting/bna-fixed-assets-profile/)

4.19

[(31)](https://www.softwareadvice.com/accounting/bna-fixed-assets-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Bloomberg Tax Fixed Assets is a cloud-based solution that ensures precise, compliant depreciation while reducing complexity, driving tax savings, and empowering tax and accounting professionals to turn asset data into strategic advantage. With ever-evolving tax and GAAP regulations, the software automates federal and state tax law updates, including complex states. Manage the full asset lifecycles from acquisition to retirement, model out bonus depreciation scenarios, and accelerate workflows through automation so you can transform asset management into a driver of accuracy, efficiency, and tax optimization. Bloomberg Tax Fixed Assets provides: • Out-of-the-box compliance, with built-in tax code and validation, enforces federal tax regulations and GAAP rules, with automatic updates to keep up with tax laws change. • Audit trail and tracking provides full visibility and control of your fixed assets data. 'Open Timeline' keeps a thorough and secure historical record of any changes. • Comprehensive reporting eliminates time consuming manual consolidation across companies, divisions, and locations, and reduces closing time. • Full suite of standard and custom reports, including fileable tax forms and supporting worksheets. • Integration with accounting and tax compliance systems removes the need for manual data entry and manipulation to keep your fixed assets data synchronized, up to date, and accurate for all companies and entities.... [Read more](https://www.softwareadvice.com/accounting/bna-fixed-assets-profile/)

### Best rated features:

Compliance Management

5.0

Asset Lifecycle Management

5.0

Disposal Management

4.7

Depreciation Management

4.6

### Worst rated features:

Audit Management

3.0

Status Tracking

3.0

Data Import/Export

3.5

Asset Tracking

4.0

[See all features](https://www.softwareadvice.com/accounting/bna-fixed-assets-profile/#key-features)

### Product: Phocas

[Phocas](https://www.softwareadvice.com/bi/phocas-profile/)

4.74

[(134)](https://www.softwareadvice.com/bi/phocas-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth. Phocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management. Phocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates. Phocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers. Phocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business. Phocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions. Phocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships. Phocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.... [Read more](https://www.softwareadvice.com/bi/phocas-profile/)

### Best rated features:

Key Performance Indicators

5.0

Reporting & Statistics

5.0

ETL

5.0

Real-Time Analytics

5.0

### Worst rated features:

Data Cleansing

3.0

Collaboration Tools

3.5

[See all features](https://www.softwareadvice.com/bi/phocas-profile/#key-features)

### Product: FMIS Fixed Asset Management

[FMIS Fixed Asset Management](https://www.softwareadvice.com/scm/fmis-profile/)

4.48

[(27)](https://www.softwareadvice.com/scm/fmis-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

FMIS Fixed Assets is a fixed asset accounting solution designed for finance teams responsible for maintaining an accurate and auditable asset register. The system is cloud-first, with deployment options to suit different organisational requirements. Assets are recorded from acquisition through to disposal, with automated depreciation calculated using configurable methods and policies. The system supports multi-company, multi-currency, and multi-book requirements, allowing organisations to manage complex asset structures in a consistent and controlled way. A clear audit trail of all asset changes is maintained, supporting internal controls and external audit requirements. The system is commonly used to replace spreadsheets and reduce manual adjustments during month-end and year-end reporting. FMIS is well suited to organisations managing large asset volumes, where accuracy, performance, and consistency are critical. Asset tracking functionality can be used to manage asset location, status, and ownership, providing a single view of both financial and operational asset data where required.... [Read more](https://www.softwareadvice.com/scm/fmis-profile/)

### Best rated features:

Item Management

5.0

Check-in/Check-out

5.0

Work Order Management

5.0

Asset Lifecycle Management

5.0

### Worst rated features:

Document Management

3.0

Equipment Tracking

4.0

[See all features](https://www.softwareadvice.com/scm/fmis-profile/#key-features)

### Product: Plooto

[Plooto](https://www.softwareadvice.com/accounting/plooto-profile/)

4.34

[(243)](https://www.softwareadvice.com/accounting/plooto-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Plooto is an all-in-one platform that enables businesses to automate their domestic and international accounts payable and accounts receivable functions by unifying payments, processes, control, and reporting. Trusted by 6,000+ businesses, the platform also integrates Plooto provides smart two-way sync with QuickBooks and Xero, automatically syncing bills, invoices, and payments and reconciling bookkeeping records while keeping a full audit trail. And, with Plooto, improve your cash flow with credit card acceptance and get paid as soon as 2 business days and automation features like PAD and recurring payments to get money into your account much faster with less work.... [Read more](https://www.softwareadvice.com/accounting/plooto-profile/)

### What users love

-   Robust accounting software connections
-   Simple setup and daily operation
-   Intuitive and clean interface design

### To take in mind

-   Slow and inconsistent payment handling
-   Unresponsive and limited support options

### Best rated features:

Receipt Management

5.0

Accounting Integration

5.0

Audit Trail

5.0

Transaction Monitoring

5.0

### Worst rated features:

Credit Card Processing

1.0

[See all features](https://www.softwareadvice.com/accounting/plooto-profile/#key-features)

### Go

CA$9.00/month

Manage low client payment volumes and set up basic approval workflows. This plan is only available to clients of accounting and bookkeeping firms who use Plooto to manage client payments.... [Read more](https://www.softwareadvice.com/accounting/plooto-profile/#pricing-and-plans)

### Grow

CA$32.00/month

Trial period includes 10 free domestic transactions. After this, domestic payments can be sent and received for $0.50 per transaction.... [Read more](https://www.softwareadvice.com/accounting/plooto-profile/#pricing-and-plans)

### Pro

CA$99.00/month

Implement complex payment operations with advanced controls.

[See full pricing details](https://www.softwareadvice.com/accounting/plooto-profile/#pricing-and-plans)

### Product: SAP Business One

[SAP Business One](https://www.softwareadvice.com/accounting/sap-business-one-profile/)

4.27

[(344)](https://www.softwareadvice.com/accounting/sap-business-one-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

SAP Business One is a modular and integrated enterprise resource planning (ERP) solution. This platform integrates financials, CRM, inventory, sales and operations management modules within a single system. SAP Business One automates many business practices to minimize duplicate entries and errors, measure efficiency in service management and manage MRP and inventory, track procurement and manage the sales pipeline. The system’s reporting module offers reports that can be customized, exported into numerous formats and modified with drill-downs and 'what-if' scenario modeling. SAP Business One supports multi-currency transactions and has multi-lingual capabilities for businesses operating globally. The system offers a remote support platform that can perform automatic system health checks, scheduled database maintenance operations, upgrade eligibility checks and automatic fixes for detected issues. \*\*What is SAP Business One?\*\* SAP Business One is a single management solution for small businesses. From accounting and financials, inventory, sales and customer relations, & analytics and reporting, SAP Business One covers all areas to control businesses via a single platform. \*\*How do you I use SAP Business One?\*\* SAP Business One can be used as an on premise or cloud-based platform, with coverage on desktop through Mac and Windows as well as on the go. \*\*Who uses SAP Business One?\*\* SAP Business One is used by a wide variety of companies and industries ranging from retail to banking to manufacturing. SAP Business One is for any small business that needs a single solution platform to manage all aspects of their company. \*\*How much does SAP Business One cost?\*\* Licensing and pay is determined by the number of users at any given time, providing the ability to pay for what your organization requires and add more users as needed. Please contact the vendor for more detailed pricing information. \*\*Does SAP Business One have an app?\*\* SAP Business One has an app available on both IOS and Android Devices.... [Read more](https://www.softwareadvice.com/accounting/sap-business-one-profile/)

### What users love

-   Robust inventory control features
-   Tailored for growing businesses
-   Flexible integration capabilities

### To take in mind

-   Significant costs and licensing fees
-   Outdated and unintuitive interface
-   Occasional slowness and crashes

### Best rated features:

Quotes/Estimates

5.0

Activity Tracking

5.0

Production Management

5.0

Financial Analysis

5.0

[See all features](https://www.softwareadvice.com/accounting/sap-business-one-profile/#key-features)

### Product: MaintainX

[MaintainX](https://www.softwareadvice.com/cmms/maintainx-profile/)

4.78

[(1051)](https://www.softwareadvice.com/cmms/maintainx-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

MaintainX is a maintenance and asset management platform built for industrial and frontline teams. It helps organizations streamline operations, enhance asset management, and empower frontline workers while delivering insights that drive efficiency and improve the bottom line. MaintainX centralizes data from multiple sources—such as IoT sensors, maintenance records, and other systems like SAP—through integrations, ensuring consistent data for data driven decisions, accurate insights, and AI-powered optimizations. As a mobile-first, IoT-enabled solution, MaintainX supports maintenance, reliability, and operations teams.... [Read more](https://www.softwareadvice.com/cmms/maintainx-profile/)

### What users love

-   Comprehensive maintenance operations hub
-   Responsive and helpful support team
-   Intuitive and user-friendly interface

### To take in mind

-   Premium features increase costs
-   Paperless transition and export issues

### Best rated features:

Historical Reporting

5.0

IT Asset Tracking

5.0

Audit Trail

5.0

Corrective and Preventive Actions (CAPA)

5.0

### Worst rated features:

Customizable Dashboard

3.3

Calibration Management

3.6

Access Controls/Permissions

3.6

Inventory Control

3.7

[See all features](https://www.softwareadvice.com/cmms/maintainx-profile/#key-features)

### Essential

$25.00/month

$20/mo/user on annual billing.

### Premium

$75.00/month

$65/mo/user with annual billing.

### Enterprise

Custom

Pricing available upon request

For enterprises

[See full pricing details](https://www.softwareadvice.com/cmms/maintainx-profile/#pricing-and-plans)

### Product: Jedox

[Jedox](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/)

4.40

[(119)](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/reviews/)

Best for:Financial Reporting

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. From FP&A to broader integrated business planning, model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Finance, sales, workforce, supply chain, and operations teams work together in one unified platform. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. What makes Jedox unique are the following three capabilities: Adaptability - Jedox is the world’s most adaptable planning and performance management platform for Finance, Sales, and every other team, connected through integrated business planning across the organization. Integration - Jedox integrates data from any source and across all business systems to create a unified plan and single source of truth activated by all the data that matters. Simplification - Jedox delivers cross-organizational, collaborative, and straightforward planning for even the most complex businesses through practical artificial intelligence and other advanced technologies. According to a BARC 2022 study, Jedox earns a 94% user satisfaction rate and a 92% user recommendation rate. And for over twenty years, Jedox has served over 2500 global organizations with pride and German-engineered precision.... [Read more](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/)

### Best rated features:

Multi-Company

5.0

Self-Service Reporting

5.0

Chart of Accounts

5.0

Multi-Currency

5.0

### Worst rated features:

Tax Management

3.6

Data Import/Export

4.0

[See all features](https://www.softwareadvice.com/business-performance-managemen/jedox-profile/#key-features)

### Product: Focus X

[Focus X](https://www.softwareadvice.com/product/3600-focus/)

3.81

[(119)](https://www.softwareadvice.com/product/3600-focus/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment. As an AI-enabled ERP software, Focus X is endowed with advanced capabilities that have the potential to improve control over disrupted and broken financial processes, simplify finding the right vendors, make forecasting effortless, and enhance other business processes to achieve greater growth and development.... [Read more](https://www.softwareadvice.com/product/3600-focus/)

### What users love

-   Flexible and detailed reporting tools
-   Highly adaptable customization options

### To take in mind

-   Slow and unreliable support response

### Best rated features:

Online Payments

5.0

Cash Management

5.0

Project Accounting

5.0

Scheduling

5.0

### Worst rated features:

Purchasing & Receiving

1.0

[See all features](https://www.softwareadvice.com/product/3600-focus/#key-features)

### Product: BQE CORE Suite

[BQE CORE Suite](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/)

4.50

[(787)](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

BQE CORE is a cloud-based accounting and invoicing software designed for architecture, engineering, and consulting firms. The platform enables users to streamline operations and administrative tasks, helping manage projects, resources, and finances. BQE CORE offers project management tools that provide visibility into project progress and financial performance. It includes accounting and invoicing capabilities, time and expense tracking, resource planning, and staffing optimization tools. Additionally, BQE CORE also features CRM functionality, reporting and analytics with real-time data insights, and billing automation with ePayments. It facilitates seamless data flow between functions, reducing double data entry and administrative overhead.... [Read more](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/)

### What users love

-   Responsive and knowledgeable support team
-   Intuitive and user-friendly design
-   Flexible and efficient invoicing tools

### To take in mind

-   Limited and confusing reporting options
-   Challenging migration and workflow issues
-   Frequent lag and slow loading times

### Best rated features:

Client Management

5.0

Budgeting/Forecasting

5.0

Percent-Complete Tracking

5.0

Real-Time Data

5.0

### Worst rated features:

Gantt/Timeline View

1.0

Cost Estimating

2.0

Forecasting

2.0

[See all features](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/#key-features)

### Foundations

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/accounting/consultant-comparison/?page=2)[3](https://www.softwareadvice.com/accounting/consultant-comparison/?page=3)[4](https://www.softwareadvice.com/accounting/consultant-comparison/?page=4)[5](https://www.softwareadvice.com/accounting/consultant-comparison/?page=5)

...

[9](https://www.softwareadvice.com/accounting/consultant-comparison/?page=9)

## Popular Comparisons

[

QuickBooks Online vs QuickBooks Enterprise

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NetSuite vs Dynamics 365

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Xero vs FreshBooks

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Zoho Invoice vs Wave

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MaintainX vs EZO

](https://www.softwareadvice.com/cmms/ezofficeinventory-profile/vs/maintainx/)[

Sage Intacct vs Emburse Expense Professional

](https://www.softwareadvice.com/compare/1710-intacct-accounting/vs/392187-Certify-Travel-Expense-Management/)[

Zoho Books vs Happay

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BigTime vs BQE CORE Suite

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## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

With so many options to choose from, finding the right accounting software is a daunting process—especially for consultants, who often operate independently and without the budget of larger, enterprise-level businesses.

But that same degree of autonomy is exactly why it's important to find the correct accounting software to meet the unique needs of your business. Without the right accounting software, consultants won't have the breadth of financial insight, integration and automation necessary to thrive in today's economy. We created this Buyer's Guide to help them find the perfect fit.

Here's what we'll cover:

[What is accounting software for consultants?](#Whatisaccountingsoftwareforconsultants)

[What are the common features of accounting software for consultants?](#Whatarethecommonfeaturesofaccountingsoftwareforconsultants)

[What type of buyer are you?](#Whattypeofbuyerareyou)

[What are the benefits and potential issues of accounting software for consultants?](#Whatarethebenefitsandpotentialissuesofaccountingsoftwareforconsultants)

[What are the market trends for accounting software for consultant?](#Whatarethemarkettrendsforaccountingsoftwareforconsultant)

## What is accounting software for consultants?

Accounting software helps freelance and independent consultants manage small-scale financial accounting data. A core package generally includes the following modules:

-   Accounts payable
    
-   Accounts receivable
    
-   General ledger
    
-   Billing and invoicing
    

The dashboard will have some variation of those modules alongside other supplemental features. For example, Sage Intacct's dashboard contains General Ledger, Accounts Payable, Accounts Receivable and Order Entry, among other modules.

Furthermore, there are certain criteria that differentiate accounting software for consultants from accounting software for other types of businesses. These can include features such as cloud-based applications and customer relationship management (CRM) capabilities.

## What are the common features of accounting software for consultants?

While different vendors offer different sets of features unique to their application, there are several core elements of accounting software consultants can expect to find:

**Accounts payable**

Enables you to keep track of what you owe and also pay all your bills on time. The feature helps you process your outgoing funds, track invoices, store vendor details and print checks.

**Accounts receivable**

Helps you effectively manage your incoming payments. The feature offers billing codes for easy handling of recurring outgoing invoices to customers and payment codes for efficient crediting of payments from multiple accounts at one time.

**General ledger**

Allows users to maintain a comprehensive record of all financial transactions and track spending by project. The feature simplifies budgeting and reporting by showing past and future transactions from specific accounts within a specified date range.

**Billing and invoicing**

Gives users the ability to track transactional financial data and create billing and invoicing documentation for clients.

**Customer relationship management (CRM)**

CRM applications help consultants manage interactions with current and prospective customers, clients and/or partners, with the goal of increasing customers, revenue and customer satisfaction.

**Financial reporting**

Enables you to track and report on your financials with recognized business accounting best practices.

**Online accounting**

Allows users to access and modify all accounting data remotely through a cloud-based server hosted by the vendor.

**Project accounting**

Helps project-oriented consultants maximize job profitability and efficiency by tracking detailed cost breakdowns of individual projects. It allows consultants to examine prior job costs and estimate future costs to choose the jobs based on projected profit.

**Asset management**

Offers a central asset and inventory management system for managing equipment from acquisition to depreciation to maintenance.

## What type of buyer are you?

It's important to consider what type of buyer you are _before_ examining your options so that you know exactly what to look for in a product. Most consultants seeking accounting software fall into one of three categories:

**Freelance consultant.** Independent consultants are responsible for managing their own financial accounting data, without the infrastructure or budget of a business with multiple employees. These types of buyers aren't usually experts in accounting, and therefore require only basic accounting functions while prioritizing ease of use and cost over more feature-rich platforms.

**Consulting firm.** Ranging from a small handful of employees to a midsize network of individual consultants, these businesses often desire more robust systems. These systems should be capable of managing multiple users and projects, as well as the ability to integrate with existing systems like CRM or asset management software. They therefore require a product with a greater degree of sophistication and wider range of applications, such as [CRM software](https://www.softwareadvice.com/crm/), to fulfill their business needs.

**Best-of-breed buyer.** These buyers have more familiarity with accounting software and its specific functions. They know the individual applications they desire and how they will address their consulting and accounting initiatives. For example, an HR consultant would seek [payroll management capabilities](https://www.softwareadvice.com/hr/payroll-software-comparison/), while nonprofit and cause-driven consultants would look specifically for accounting software to help manage funds and a variety of financial benchmarks. Best-of-breed buyers like these typically prioritize functionality over integration.

## What are the benefits and potential issues of accounting software for consultants?

When you boil it down, the benefits of accounting software for consultants are the same as any other business: a clearer and more comprehensive analysis of one's accounting data, which in turn leads to more responsible financial decisions and a better understanding of the proverbial Big Picture. Advancements in automation and integration have made accounting software an essential piece of the business pie, rendering older, manual accounting methods extinct.

That said, there are certain things you'll want to consider before implementing accounting software into your consulting business. For independent and freelance consultants, protecting existing data and ensuring a seamless transition is paramount. This is especially tricky when integrating with other software, so be sure to back up all client data prior to implementation.

It's also important to ensure that a given piece of software includes all desired functionality and is sufficient for your organization's projected growth rate. The last thing you want is to invest in new software only to realize it doesn't have a specific feature, or that your consulting business will outgrow the software's capabilities as it acquires more clients. Thankfully, most accounting software platforms offer trials and demos that will allow you to test drive it before you buy it.

## What are the market trends for accounting software for consultants?

Consultants will want to keep an eye on these notable trends playing out in the accounting software space:

**Cloud-based software.** Accounting software platforms—and really software as a whole—are moving toward the Software-as-a-Service (SaaS) model. Compared to the more traditional on-premise hosting model, SaaS offers lower upfront costs and quicker implementation time. Both of these factors make cloud-based software ideal for consultants with smaller budgets and less margin for downtime.

**Mobile apps.** Similarly, mobile applications and smartphone-optimized web interfaces are gaining popularity not just in accounting, but across all industries. This trend is particularly relevant to consultants, who are often on-the-go and managing multiple accounts at once. For a detailed look, check out our breakdown of the best mobile accounting apps.

**Industry-specific features.** More and more, vendors are offering industry-specific features that cater to the unique needs of a given vertical. Be sure to keep this in mind when investigating solutions for your consulting business, as even products that were once broader and more horizontal continue to add features that benefit specific industries.

**Vendor consolidation.** When evaluating accounting software for consultants, buyers should consider the financial viability of small vendors, which larger merchants are acquiring at an ever-increasing rate. This is especially true of accounting and ERP markets, with major players like Oracle and Sage making significant acquisitions in recent years.