Best Accounting Software For Small Investment 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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8.8

★★★★★

QuickFile

Pioneer of simple to use cloud based bookkeeping and accounts software for UK freelancers and Small Businesses

Quickfile Customize - Rohit K.

Ease of use

9.7

Support

10.0

Ease of Setup

0.0

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8

★★★★★

Billhighway

Billhighway Financial Management Platform is a cloud-based software that processes multi-channel payments for nonprofits and assocations.

Great way to manage and pay Sorority dues - User in Philanthropy

Ease of use

7.9

Support

7.8

Ease of Setup

6.0

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8.2

★★★★★

Financial Edge NXT is the first-of-its-kind cloud accounting solution for nonprofits thats intuitive, reliable, and built exactly the way nonprofits want it. It is advanced technology with powerful reporting tools to help your accounting team drive efficiency, transparency, and financial stewardship while enabling you to seamlessly manage transactions, eliminate manual processes, and securely share information in an instant.

Nice but has issues - Administrator in Accounting

Ease of use

7.9

Support

8.1

Ease of Setup

0.0

Languages supported: English

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7.8

★★★★★

Infinite Visions

Infinite Visions is comprised of integrated financial, human resources, payroll, purchasing, warehouse, and fixed asset applications. Designed specifically for schools, Infinite Visions is a true K-12 multi-fund, modified accrual accounting system, both GAAP and GASB compliant.

Fairly Average Accounting Software -- Old Interface, Well Updated - Drayton K.

Ease of use

7.2

Support

7.7

Ease of Setup

8.3

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9.8

★★★★★

aACE

aACE business management software provides the flexibility to make adjustments and enhancements to the core software in order to tailor a solution that meets the needs of any small to mid-size business.

User Friendly Tool for all business needs - David K.

Ease of use

Support

Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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7.8

★★★★★

Jenzabar One

Jenzabar One gives you the tools to be more engaged, responsive, and connected to students. It gives you the competitive edge you need to meet your enrollment and retention goals and helps your organization becomes agile and responsive to competitive pressures.

Jenzabar One is a great tool for advising students - Diane R.

Ease of use

6.9

Support

7.5

Ease of Setup

0.0

Languages supported: English

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5.6

★★★★★

Classe365

Manage your education institution from any device, anytime, anywhere. Because we think that school management software should be easy, beautiful, complete.

Fantastic Cohesive solution to our requirements - Yusuf J.

Ease of use

Support

Ease of Setup

Languages supported: Afrikaans, Arabic, Bulgarian, Czech, Welsh, Danish, German, English, Estonian, Persian, Finnish, French, Irish, Hebrew, Hindi, Croatian, Hungarian, Armenian, Indonesian, Icelandic, Italian, Japanese, Georgian, Korean, Latin, Latvian, Lithuanian, Macedonian, Mongolian, Dutch, Norwegian, Polish, Portuguese, Russian, Slovenian, Spanish, Albanian, Swedish, Turkish, Ukrainian, Urdu, Uzbek, Vietnamese, Chinese (Simplified), Fijian

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.2

★★★★★

Dext Prepare

Combine real time accurate data with practice productivity tools. Free up your team to spend more time adding value.

Dext plus Quickbook Online and you're all set! - Richard T.

Ease of use

9.5

Support

9.0

Ease of Setup

10.0

Languages supported: English, French

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7

★★★★★

AccountingBox

AccountingBox is an bookkeeping and accounting solution for business and entrepreneurs.

Accounting Box - Agnes C.

Ease of use

Support

Ease of Setup

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7.4

★★★★★

Infinite Campus

Infinite Campus is a comprehensive, Web-based K-12 student information system (SIS) with real-time access to administration, instruction, communication, curriculum, reporting and more.

Using Infinite Campus in an Educational Setting - Amanda W.

Ease of use

7.0

Support

7.4

Ease of Setup

6.4

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8

★★★★★

Computron

Computron Enterprise Financials offer a platform for medium to large organizations to successfully manage all their accounting and business management processes.

so far so good - fran m.

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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5

★★★★★

Invoice Inventory

Invoice Inventory is an integrated billing and inventory management software solution designed specifically for medium and small size enterprise.

Simple billing and inventory management software - User in Food & Beverages

Ease of use

Support

Ease of Setup

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10

★★★★★

Elexio Church Financials

Elexio Church Accounting Software is Elexio's cloud-based church accounting software that was designed to manage church accounting simply and powerfully.

We've used Elexio for years - Emily P.

Ease of use

Support

Ease of Setup

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10

★★★★★

Keystone Accounting

Keystone Accounting is a financial accounting suite made for concrete, aggregate and asphalt producers and is designed to help protect your bottom line by preserving your profit margin with a tool set that allows you to manage inventory levels.

accounting tool - Kelvin L.

Ease of use

Support

Ease of Setup

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★★★★★

Dinero

Dinero is a web based software for accounting, billing and taxes.

Best Danish Accounting Program - Tobias H.

Ease of use

Support

Ease of Setup

Languages supported: Danish

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★★★★★

innoventry

Innoventry is user friendly billing, accounting and inventory management software with an integrated CRM. Innoventry software is specially designed for small and medium scale business(SME) owners to ease their burden of billing, accounting and reporting. Innoventry software is very easy to use by new business owners who have less technical and accounting knowledge.

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Ease of use

Support

Ease of Setup

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