Best Accounting Software For Financial Advisors in 2024

9.2

★★★★★

FreshBooks

A fast way to invoice clients, track time & run your small business in the cloud. Join all of FreshBooks users who are making billing painless. Try it Free!

Saves me TIME and makes me MONEY - Susan D.

Ease of use

9.2

Support

9.2

Ease of Setup

0.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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7.4

★★★★★

Taking the best of a traditional office work area and digitizing the most familiarly used aspects creates a single WorkSpace. Combining dashboards and data-entry into one screen, users find a uniquely empowering experience where everything is just one-click away. Work in One place, and for teams, Work as One! This experience is what we call, WorkSpace.

Really good project/time management software - Theresa A.

Ease of use

7.1

Support

7.2

Ease of Setup

0.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.2

★★★★★

FastFund Online Fund Raising

Araize's FastFund Online Nonprofit software is a cloud based solution that integrates nonprofit fund accounting, fundraising, and payroll in a single solution

Bookkeeper & Operations Director - Administrator in Museums and Institutions

Ease of use

8.3

Support

9.7

Ease of Setup

0.0

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8

★★★★★

Infor SyteLine / Infor CloudSuite Industrial

Infor SyteLine is a proven cloud ERP solution providing an SMB manufacturing software platform that is at the core of Infor CloudSuite? Industrial: a comprehensive cloud service covering finance, finite capacity planning/scheduling, service and quality along with Infor's leading technology platform Infor OS and best of breed analytics platform Infor Birst.

Syteline Application Administrator - Administrator in Machinery

Ease of use

7.1

Support

7.8

Ease of Setup

0.0

Languages supported: Arabic, Bulgarian, Danish, German, English, Finnish, French, Italian, Japanese, Dutch, Norwegian, Polish, Spanish, Swedish, Thai, Vietnamese, Chinese (Simplified)

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5.2

★★★★★

Deltek Maconomy

Deltek's Maconomy ERP solution is designed exclusively for professional services companies.

Maconomy Global Roll Outs - Emma W.

Ease of use

4.5

Support

5.2

Ease of Setup

0.0

Languages supported: Danish, German, English, French, Italian, Dutch, Norwegian, Portuguese, Spanish, Swedish, Chinese (Simplified)

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.6

★★★★★

Zap Accounting

Manage your finances, compliances, taxes, automate business workflows, and work collectively across departments.

Review for zap accounting - User in Accounting

Ease of use

Support

Ease of Setup

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3.6

★★★★★

Web Financial Office

The SDS Fund Accounting System, Web Financial Office is a dynamic, browser-based solution for your accounting needs. The system can be accessed from any device with access to a browser over the Internet.

System needs to be up to date with current modern times - Jason E.

Ease of use

Support

Ease of Setup

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8.8

★★★★★

CoConstruct

CoConstruct is a web-based and mobile construction project management software designed that has features to help address the various challenges that many builders and modelers encounter on their construction projects

Clunky and not particularly intuitive workflow tool - User in Real Estate

Ease of use

8.8

Support

8.7

Ease of Setup

7.3

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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6

★★★★★

inFakt

The complete online accounting program

Good for small businesses - User in Information Technology and Services

Ease of use

Support

Ease of Setup

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6

★★★★★

OnlineInvoices

OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress.

A good option to start - Executive Sponsor in Computer Software

Ease of use

Support

Ease of Setup

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10

★★★★★

EduAdmin

EduAdmin is a suite of software programs designed specifically to cover every aspect of school administration.

All in one school Administration Package. - Beatrice A.

Ease of use

Support

Ease of Setup

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10

★★★★★

NonProfitPlus

NonProfitPlus is business management software engineered with nonprofits in mind. Delivered on the powerful Acumatica platform, NonProfitPlus brings a new level of functionality that empowers organizations to efficiently manage their finances.

rese?a - User in Consumer Services

Ease of use

Support

Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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