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69 Cpa Software That You’d Want to Buy Straight Away

69 Cpa Software That You’d Want to Buy Straight Away

69 Cpa Software That You’d Wantto Buy Straight Away


CPA Software

What Is CPA Accounting Software?
Common Features of CPA Accounting Software
CPA Accounting Software Pricing
CPA Accounting Software Deployment
Other Considerations When Selecting a Platform
Evaluating Accounting Software for Certified Public Accountants


What Is CPA Accounting Software?

Since Certified Public Accountants (CPAs) manage the finances for dozens, or even hundreds of corporations and individuals, they need software that can keep up. CPA-specific accounting programs will be designed for payroll, expense and reporting for multiple companies, and will also include useful tools like auditing, tax preparation and time-based billing.

Screenshot of BillQuick user dashboard
Screenshot of BillQuick user dashboard



Accounting software for CPAs isn’t just regular accounting software. CPAs typically need greater functionality and more features in order to handle multiple clients or otherwise ensure regulatory compliance.

In this guide, we'll cover:

The functionality CPAs should be looking for when considering software solutions; and
Best practices for evaluating CPA-specific systems.

Common Features of CPA Accounting Software

Accounting software for banks, mortgage companies and financial services institutions will include the following industry-specific features:

Multi-company accounting

Unlike other industries, professional accountants need to manage the accounting for multiple companies, so the software should allow you to categorize access all their data to keep it separated but easy to recall. Non-accountant-specific programs can sometimes become overloaded by all the records, so it’s critical that your software can handle large volumes of data.

Tax preparation
The U.S. tax code is thousands of pages long, and it changes every year. Tax preparation is a major part of a CPA’s job, and CPA-specific systems will contain specialized data to support preparation for all your clients. These will include updated tax tables, automated calculations and electronic filing for individuals and corporations on a state, local and federal level.

Time & billing
Time and billing refers to the ability to track the time spent on certain projects and then bill clients based on the number of hours spent. Accounting software for any service provider should include time and billing capabilities.

Regulations compliance
The system needs to comply with federal, state and local regulations and statutes like FASB, GASB 34, IFRS and DCAA. Ensure the software you select complies with these regulations and updates it for any changes.

Financial reports
Reporting is a critical component for freelance accountants. In addition to standard executive reports, charts and summary statements, the software should be able to build customized reports using an intuitive interface.

CPA Accounting Software Pricing

Accounting software used by CPAs is generally d one of two ways: subscription and perpetual licensing.

Subscription. The software is d as a monthly fee, typically based on the number of users. While no upfront fee is paid, an organization might have to pay annual fees for support and maintenance.

Perpetual license. With a perpetual license, an organization pays an upfront fee and then in turn owns the software in perpetuity. The upfront fee is also typically based on the number of users or the relative size of the organization based on its annual revenue. However, organizations will still generally have to pay annual fees for support, maintenance and updates. A general rule of thumb is that an organization can expect to pay 20 percent of the perpetual license fee annually on those other associated fees.


CPA Accounting Software Deployment

CPA Accounting software can be deployed one of several ways: -based, on-premise and hybrid.

-based. -based software is hosted on the vendor’s servers and is accessed through a web browser. -based deployment has become increasingly popular in recent years. Typically, -based software is most associated with subscription pricing.

On-premise. The organization installs and hosts the software on their own computers and servers. Typically, on-premise software is most associated with perpetual licensing.

Hybrid. There are several hybrid approaches out there, but the most common is when an organization licenses a -based platform to have it run on the organization’s own internal servers. This is done so the organization can have the flexibility of using -based software while also having more control over how its data is stored.

One consideration to keep in mind is indeed data security. While -based  can be just as secure as on-premise , some organizations will nevertheless prefer to store their own data internally. CPAs might have certain clients who would prefer that their data never leave the CPA’s office, so at any rate it is critical for CPAs to understand where their clients’ data is being stored and how secure it is.


Other Considerations When Selecting a Platform

The strength of vendors offering CPA accounting software can often be determined by how agile they are when it comes to ensuring that their platform is continuously updated to reflect new regulations and laws pertaining to tax compliance. When selecting a platform, be sure to vet vendors’ commitment to updating their platform.

Also consider a vendor’s long term viability. The major players in this space can generally be seen as safe bets, while there can be less certainty smaller vendors. Smaller vendors may more adequately serve a particular niche, and may have more competitive pricing, but there is less of a guarantee as to how long that vendor will be around. As such, it’s important to note that every vendor has its own unique advantages and disadvantages in this regard.


Evaluating Accounting Software for Certified Public Accountants

When evaluating CPA-specific systems, the most important criteria to consider are the nature of your business and the number of clients. Do you primarily deal with tax preparation for individuals, or general ledger and payroll for corporations? Do you have two or three clients or 100?




#1 CPA Software  Zoho Books


Zoho Books is a cloud-based accounting solution suitable for small organizations. It features contact management, invoices, expenses, sales and purchase orders, project time tracking and inventory management.

Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. Organizations can automate recurring activities such as billing, payment reminders, auto charge and payment thank you note.

Zoho Books allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses. Organizations can also connect bank and credit card accounts and match automated feeds with transactions.

Zoho Books updates the quantity and value of the items sold and purchased. It sends the notification to purchase items when stock levels fall below a defined value. The solution has the analytical capabilities to provide reports of receivables, payables, cash flow, income and expenses via its dashboard. Support is provided via knowledge base and phone.


#2  CPA Software NetSuite


NetSuite is a business management software suite offered as a service that performs enterprise resource planning (ERP) and customer relationship management (CRM) functions. It is a horizontal package designed for an extensive range of industries. The NetSuite Financials system can integrate with a company’s back-office, sales and service processes.

NetSuite Financials includes applications for financial accounting, financial reporting and analytics, payment management, order and billing management, supply chain management and inventory management. Financial information through NetSuite can be accessed through a Web browser or mobile device. The system undergoes automatic upgrades and comes with various customization options.

NetSuite is Web-based and runs on a range of Internet browsers. It supports data export into IIF or CSV files. Data security is ensured through NetSuite’s data center and the built-in security controls of the suite itself.

#3  CPA Software DENALI Business


Cougar Mountain Software’s Denali Business is an accounting solution with the ability to customize 10 integrated modules. It is for small to midsize businesses and can be deployed on premises or in the cloud. Key features include individual user rights, internal controls, audit trails, customizable reports, rental equipment tracking and GAAP and FASB compliance. Business intelligence provides dashboards, predictive analytics and pulse alerts.

Denali Business offers accounting functionalities including auditing, reporting, data analysis and multi-location inventory management. Denali Funds is a grant, donation, event and overhead accounting solution for nonprofits. The solution is capable of assisting businesses in monitoring and controlling the flow of business assets. Businesses can manage multiple invoices, clients' information and collection status. Several features are also available as add-ons, including a payroll system, purchase orders and bank reconciliation.


#4  CPA Software Multiview


For organizations seeking a solution that conforms to their existing operations, Multiview offers a suite of financial solutions. With Multiview, companies gain visibility over corporate data.

The solution includes 14 modules that can be deployed in a variety of configurations, making it suitable for organizations in any industry. The pricing is based on the number of users.

Multiview is a financial management solution that includes financial reporting and analytics, general ledger with budgeting, accounts receivable, accounts payable, POs with requisitions, as well as inventory, order entry with invoicing and fixed assets. Alerts with dashboards, WorkFlow, Imaging and ViewSource360 allow end users to monitor and control processes within the company.

In addition to financials, Multiview also offers a reporting and analytics environment with the ViewPoint tool. With ViewPoint, companies have access to corporate data coupled with the ability to drill down to the underlying detail in various subsystems.  


#5  CPA Software FINSYNC


FINSYNC provides multi-user cash flow management in the cloud to US-based small and medium-sized businesses.

Businesses can upgrade from payments to invoicing, bill pay, payroll, project tracking, time tracking, expense reimbursement, accounting, cash flow projection and more. In addition to the software, users receive free on-boarding and one hour per month of expert assistance.


#6  CPA Software Deskera ERP


Deskera ERP is designed as a powerful and intuitive suite of business solutions with one goal in mind – to make digital transformation simple. This transformation has to be simple and economical.

It is why Deskera has trusted users around the world. Deskera believes in helping businesses get started, manage their business and succeed in their growth. 25,000+ companies in 15+ countries have unlocked their potential with Deskera’s suite of products. Deskera’s latest upgrade of it’s ERP offering brings an intuitive and user friendly experience lets you get to the heart of your business and gain insights into the metrics that matter the most. Its suite of products help you manage your complete accounting needs.

With flexible monthly plans for subscription and an equipped support team, Deskera ERP is the solution to your every need.

#7  CPA Software Sage Fixed Assets


Sage Fixed Assets is a hybrid asset management solution that helps businesses track and manage the fixed assets through different steps of asset lifecycle. The solution offers integrated accounting features and multiple methods to track asset depreciation (straight line, ACRS, modified straight line, declining balance). Sage Fixed Assets caters to businesses of all sizes across various industry verticals. It is available for both cloud-based and on-premise deployment.

Sage Fixed Assets offers Planning, Depreciation and Tracking modules that help businesses understand and manage their fixed assets. The Planning module helps users to account for multiple projects and includes functionalities to manage and report on progress in different projects. The Depreciation module allows users to manage fixed-asset lifecycle. Users can keep track of their inventories with the help of the solution's tracking module.

Sage Fixed Assets offers services on pay-as-you-go pricing model that includes support via phone and email.


#8  CPA Software AccountMate


AccountMate is a hybrid accounting solution that caters to small and midsize businesses and offers them tools and functionalities, which help them to manage their financial procedures and routines. The solution provides multiple modules which can be tailored to specific business' needs.

Key features include core accounting (accounts receivable, accounts payable, general ledger), inventory management, contact management and payroll processing. AccountMate provides modules for business analysis, business intelligence and customer relationship management (CRM). Drill-down analysis permits viewing of account and transaction details whenever required.

AccountMate provides users an audit trail via solution-wide tracking of data changes as well as fraudulent protection features. Users can attach supporting documents to records and view bank balances and transactions in real time. Additionally, AccountMate’s multi-currency and multilingual capabilities support global operations.

AccountMate is compatible with Windows systems and is available for local installation, hosted, Software as a Service (SaaS) and/or mobile. The solution is priced per user/per module. Support is offered via phone, email and other online resources.


#9  CPA Software Sage X3


Sage X3 is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence. Sage X3 is the foundation to modernizing a company’s business processes. It is the solution fabric that digitalizes all workflows across a company’s value chain, from accounting and budgets to production and customer service. Sage X3’s flexible data model captures the transactions, documents and details of these workflows in a consistent and comprehensive system of record. Sage X3 provides a faster, more intuitive and tailored business management solution for organizations looking to retain their competitive advantage by increasing their agility and embracing change at speed.

Sage X3 is web-based, browser agnostic, and responsive on mobile devices. At the same time, it is also available to be deployed on-premises and as a service in the AWS cloud managed by Sage or a certified partner.

The solution is configurable to company requirements, user roles, and preferences. Visual processes, automated workflows and alerts, document management, and communication tools are features available in the system. It is designed to support global organizations with multiple companies, sites, languages, currencies, and legislations.


#10  CPA Software Desk APP


Deskera’s business app and the first B2B super app is designed for today’s workforce that’s always on the go. Built for all platforms the DESK App is available for iOS and Android and is feature rich at no cost.

Desk Mobile is an all-in-one app that lets you run your complete accounting business practice. With its efficient sharing and chat features, you can always remain connected with your people. With improved productivity and streamlined processes, the Desk app gives you access to your inventory and product movements on a daily/monthly basis. Thus, allowing you to make informed decisions and serve your customers better.

Error-free, comprehensive and organized financial reports by the Desk app helps you manage your finances with a breeze. Adding, finding and contacting customers right from your address book while creating invoices or quotations to send them instantly has never been easier.

You can download the android version on Google Play while the iOS version is available on the App Store



#11  CPA Software Flexi Software


Flexi is an on-premise as well as a cloud-based accounting solution for the banking, insurance, healthcare and service industries. The Flexi accounting solution features automation of accounting process and completion of audit trails which includes a visual display of the audit workflow process, real-time visibility, analysis of financial reports and more.

The “cloud financial report writer” feature helps to create and distribute financial reports. The solution offers drill-down capabilities, allowing users to apply data filters and fetch required financial information.

It also provides account payable feature that enables users to capture images of invoices, automate data entry and route invoices to the right contact for approval.

Flexi solution is suitable for all size of organizations which are looking for an end-to-end financial management solution. Support is offered to the customers via phone.


#12  CPA Software Xledger


Xledger is a cloud-based enterprise resource planning (ERP) solution that caters to midsize and large businesses that helps them to manage day-to-day operations by automating routines ranging from bank reconciliation to invoice entry. It caters to corporates, non-profits and public institutions.

Users have access to GL analysis, drill-down capabilities, real-time reporting, billing and invoicing, time and expense tracking, graphs, dashboards, business intelligence and analytical tools, workflow collaboration, multi-currency capabilities and donor management tools for non-profits.

Xledger’s inheritance principle allows hierarchies to be configured automatically. It also features payroll management, customer relationship management, asset management and accounting capabilities that include accounts receivable and accounts payable. The solution supports integration with open-source query language GraphQL.

Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.


#13  CPA Software Infor Suite Financials


Infor CloudSuite Financials is a solution suite that provides financial functionality coupled with a source-to-settle supply management offering. The solution is role-based, mobile responsive and delivered in the cloud. It delivers financial management capabilities to gather, organize, manage and analyze financial data.

Infor CloudSuite Financials provides a real-time view of user workflows. It is suitable for midsize to large organizations in several industries, including healthcare, banking, nonprofit, oil & gas and retail.



#14  CPA Software BQE Core - Integrated Accounting and Project Management


BQE Core is a cloud-based solution that offers integrated business accounting, project management, and business intelligence. It can support the operations of a variety of industries, including legal services, architecture firms, engineering, accounting, consulting, graphic and interior design, and more.

BQE Core can be accessed from any browser or device and has fully-functional, native apps for iPhone and Android devices. The solution also comes with over 200 customizable report templates to generate different invoice types: percent complete, retainer, recurring, fixed, hourly, phased, joint and more.

BQE Core offers integration with various third-party accounting software and has certified partnerships with QuickBooks Online, MYOB AccountRight Live (Australia), Dropbox, Google Drive, and Amazon Web Services.

The system is suited for small to mid-sized businesses that are looking for a professional services solution with built-in accounting and customer management functions.


#15  CPA Software Unanet Project Portfolio Financials


Unanet Project Portfolio Financials is a cloud-based accounting and project management solution for businesses of all sizes. It is designed for industries, including Professional Services, Government Contracting, Advertising & PR firms, IT services and Engineering firms. The solution helps companies to assess resource demands, commitments and capacity across their portfolio.

Unanet Project Portfolio Financials helps users to manage, plan and track projects, people and financials in real time. Key features include project and resource management, timesheet and expense management, resource requesting and workforce collaboration. It also offers accounting capabilities such as project accounting, general ledger, accounts receivable, accounts payable and cost pool calculations.

Unanet Project Portfolio Financials provides forecasting capabilities that allow users in budgeting by creating revenue forecasts. It is also available as an on-premise solution and provides support for DCAA Compliance. The solution can be integrated with other accounting systems, CRMs, payroll and HRIS solutions.

#16  CPA Software Beyond Software


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.


#17  CPA Software Workday


Workday is a cloud-based enterprise resource management (ERP) suite suitable for global businesses of all sizes in a variety of industry verticals. Workday delivers user and administrative tools across financials, HR, planning, talent, payroll, analytics, student and more from a single system.

Workday’s financial management solutions include accounting and finance, revenue management, reporting and analytics, consolidate and close, revenue management, accounting center, financial planning, expenses, procurement and project accounting. Audit tools, inventory management and grants management are also included. The Prism Analytics module allows users to upload data from other software solutions to create consolidated reports.

The human capital management applications offer human resource management, workforce planning, recruiting, talent management, compensation and benefits, payroll, time and attendance, learning and more. Workday also offers a module for educational institutions that includes recruiting and admissions, curriculum management, records, advising and financial aid tracking.

Pricing is per month. Support is offered via email and through an online help desk.

#18  CPA Software QuickBooks Enterprise


QuickBooks Enterprise is an accounting solution suitable for small to midsize businesses across several industry verticals including construction, distribution, manufacturing, and retail. The solution offers functionality to manage multiple users, locations, inventory workflows or large amounts of transaction data.

QuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. The solution integrates with Microsoft Excel to expand its reporting capabilities. QuickBooks Enterprise also offers tools to scan and attach multiple documents including receipts and quotes. The tool enables businesses to arrange documents into categories and keep track of important accounting files. The solution also maintains a change log to record changes within each document with the proper date and time stamp.

QuickBooks Enterprise enables businesses to track employee information and ensure necessary regulatory compliance.


#19  CPA Software QuickBooks Online


QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).

QuickBooks Online Advanced allows administrators to assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. Additionally, it lets managers create custom estimates, manage recurring payments and export generated reports in various formats.

QuickBooks Online Advanced facilitates integration with various third-party applications such as RevenueBooks, Syft Analytics, Freedom Merchants and more. Pricing is available on monthly subscriptions and support is extended via phone, documentation and more. 


#20  CPA Software QuickBooks Online Advanced


QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).

QuickBooks Online Advanced allows administrators to assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. Additionally, it lets managers create custom estimates, manage recurring payments and export generated reports in various formats.

QuickBooks Online Advanced facilitates integration with various third-party applications such as RevenueBooks, Syft Analytics, Freedom Merchants and more. Pricing is available on monthly subscriptions and support is extended via phone, documentation and more. 


#21  CPA Software FreshBooks


FreshBooks is a web-based accounting solution that caters to small businesses. FreshBooks serves various industries, such as marketing, legal services and business consulting, trades and home services and information technology (IT).

Key features of FreshBooks include invoicing, expense tracking, time tracking, reporting and payments management. Users can brand their invoices, accept online payments and set auto payment reminders. Expenses can be tracked by attaching receipts to invoices, creating recurring expenses and taking snapshots of receipts.

Financial statuses can be viewed through profit and loss statements, tax summaries and expense reports. FreshBooks categorizes credit card transactions fees and provides a summary of all deposits on its dashboard. The system's time tracking module can extract unbilled project hours into invoices, record billable time and provide an analysis of time spent on projects.

FreshBooks can also be integrated with Paypal, MailChimp, Zenpayroll and Basecamp.


#22  CPA Software Xero


Established in 2006, Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.

As a web-based solution, Xero can be accessed from any device with an active Internet connection. With Xero's robust accounting features, small businesses can view their cash flows, transactions and account details from any location. Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors that provide critical business materials.

With Xero, personal expenses can also be managed with mobile review and approval of each receipt. Xero offers unlimited user support and integration with a variety of systems, including ADP, Bill.com and Vend. The solution comes with 30-days free trial period for product testing and feature evaluation.


#23  CPA Software Concur


Concur is a cloud-based expense and travel management software solution that enables executives to manage travel expenses. It allows finance executives to monitor expenses and cash flows related to travel expenditures.

Concur’s Travel and Expenses feature assists with travel processes, from booking to approval to payment. In addition, the software automates data capture from receipt images and submits expense reports for approvals.

Concur’s Invoice automates accounts payable processes by utilizing templates and predefined reports. The system can also customize workflows and automate vendor payments.

Concur’s Intelligence feature enables employees to create customized dashboards, providing a summary of multiple reports that enable finance managers to track travel expenses.

Concur also shares automated alerts with the finance team and provides reports and dashboards. Support is offered via phone. Users can even refer to online FAQs for basic inquiries.


#24  CPA Software QuickBooks Pro


QuickBooks Pro is a comprehensive accounting solution designed to cater small and midsize customers. The solution offers robust functionalities of a core accounting software application, including account payable & receivable, project accounting, expense management and payroll management, all within a single integrated suite.

With 'Bank Account Reconciliation' feature, users can link their bank accounts and define workflows for the accounting activities. This allows users to make automated payments and deposits from their linked bank account and also manage the employee payrolls via a single application.

QuickBooks Pro also helps to automate the billing and invoicing process and work order management from a single reconciliation window. Users can sync, link and import data from other integrated applications, such as PayPal, American Express and Square. All the transactions are automatically categorized to record monthly expenses and earnings.

Quickbooks Pro can be installed both on-premises and in the cloud. Users can also download QuickBooks mobile app available for iOS and Android devices to access information on the go.


#25  CPA Software Wave


Wave is a web-based integrated accounting solution exclusively designed for small businesses, freelancers, and consultants. Wave provides features including accounting, invoicing, billing, payment tracking, payroll management, finance management, and receipts.

With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Wave accounting.

Wave accounting system also provides an invoicing tool to collect money, and users can choose the template of their choice as per the organization’s needs. Invoices can be sent via email, and the system's payment processing allows users to collect credit card payments.

Wave payroll (supported in the U.S. and Canada) comes with features such as direct deposit and employee self-service. The personal finance tool features a budgeting tool, real-time investment tracking and a dashboard for personal finance management.



#26  CPA Software Happay


Happay is a cloud-based expense management solution that helps medium to large businesses manage and track expenses. It uses AI and machine learning technologies to automate processes related to expense claims management, reimbursement, time/cost savings and policy compliance monitoring.

Happay allows users to capture expenses, handle reports submission/approval and gain real-time visibility into spends. The invoice management module for accounts payable facilitates digital invoice capturing to eliminate fraudulent invoices and streamline vendor payment approvals, ensuring compliance with taxes. Additionally, users can manage and track fuel purchases, toll payments, driver salary and more using the FleetXpress tool.

Happay enables organizations to manage multiple branches/stores and monitor budget using the petty cash distribution process. It supports integration with various e-commerce platforms and payment systems via an API. The solution offers support via phone, email, FAQs and other online measures.



#27  CPA Software QuickBooks for Mac


QuickBooks for Mac is financial accounting solution from Intuit for small businesses and accounting professionals. The solution allows users to create professional invoices, track sales and expenses, and manage accounts payable.

QuickBooks provides Mac-specific features. For example, users can embed a notification bar in Mac's menu bar, add reminders to iCalendar and sync contacts with their Mac OS address books. Users can also share data with Windows-based users.

QuickBooks for Mac's online version can be accessed on from anywhere and any device. The online version provides more features than the desktop version, such as automatic scheduling and invoice sending, advanced security and access for up to five users.

QuickBooks for Mac also offers a mobile app for iOS.


#28  CPA Software TimeSolv Legal


TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects, and freelancers, helping them manage daily business operations.

TimeSolv integrates project management features such as time-tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real-time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents.

It offers a suite of billing functions, including invoicing, batch billing, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months.

TimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage.

Services are offered on a monthly subscription basis that includes support via phone and email.


#29  CPA Software Zoho Invoice


Zoho Invoice is a cloud-based solution designed to help small businesses automate processes for tracking expenses and accepting online payments. Key features include project billing, time tracking, reporting/analytics, customizable templates and a client portal.

Teams using Zoho Invoice can track estimates, convert them into invoices and send invitations to clients for adding comments and completing outstanding/upcoming payments. The centralized platform enables businesses to use customizable templates with the brand logo, send automated payment reminders to clients and share invoices with team members for facilitating collaboration. Additionally, users can create tasks, collect advance payment for projects and keep a track of invoice history to streamline workflow automation.

Zoho Invoice allows integration with various third-party applications such as Slack, Office 365, G Suite, GoCardless and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone, email, FAQs and other online measures. 


#30  CPA Software SAP Business ByDesign


SAP Business ByDesign is a software as a service (SaaS) enterprise resource planning (ERP) system. The software is designed to serve all the key needs of a business and offers applications for customer relationship management (CRM), financial management, project management, supply chain management, supplier relationship management, human resources, executive management dashboards, and compliance. The financial management capabilities include general ledger, fixed asset management, inventory valuation, and management accounting.

SAP Business ByDesign provides a real-time enterprise wide view of companies’ financial condition and streamlines core accounting process to manage cash and liquidity. The software allows users to manage accounts for multiple operating units, currencies, and reporting standards. Cash flow management module uses customer and supplier transaction data to get improved visibility into companies’ cash position.

SAP Business ByDesign manages all of the hosting, maintenance and upgrades of the system. The software is designed to scale with young businesses as they grow into midsize enterprises. The software supports industries such as manufacturing, wholesale distribution, project and commercial services.


#31  CPA Software ExpensePoint


ExpensePoint is a cloud-based solution designed to help small to large businesses automate employee expense reporting. It enables users to generate, submit, approve and process reports for multiple expenses on a unified platform.

Primary features of ExpensePoint include multi-currency support, reading and imaging, approval routing and policy implementation. It allows enterprises to categorize and code reports with custom rules. The system lets users import credit card details from any billing system and send automated emails for newly imported charges. Additionally, users can scan, upload or fax receipt images via the system and link them to individual expenses.

ExpensePoint enables businesses to analyze corporate spending via analysis reports. The platform integrates with various accounting applications such as QuickBooks, Sage and Great Plains. The product is available on a per user per month subscription plan and support is extended via phone, email and other online measures.


#32  CPA Software Sage 50


Sage 50cloud is core accounting software for small business. It provides billing and invoicing, inventory management, security and analytics/reporting. It offers industry solutions for a variety of business segments, including construction, distribution, manufacturing, nonprofit and accounting.

The Sage 50 system includes built-in data checks that flag common accounting mistakes and suspicious transactions. Audit and security functions allow users to track who is entering or editing data or accessing particular functions. The software provides forecasting and analytics that can be exported into Microsoft Excel.

The product also includes inventory management; users can track inventory based on a variety of qualifiers, such as color, size, style and more. The system monitors inventory and automatically creates a purchase order when levels run low.

Sage 50 integrates with Microsoft Excel, Outlook and Word. Users can export Excel spreadsheets with formats and formulas intact, and data can be exported to PDF or sent via email. In addition, the solution integrates with Sage ACT!  


#33  CPA Software BillQuick


BillQuick is a time billing and project management solution. Available as a stand-alone solution, self-hosted or a cloud service, BillQuick offers comprehensive business accounting, project management and business intelligence in a system that can support a variety of industries, including construction, architecture, engineering, accounting, consulting, graphic and interior design and more.

BillQuick enables users to submit and exchange data via email, hand-held computers and smartphones. The solution supports various smartphone platforms, including the iPhone, Blackberry and Android. The solution also comes with over 400 customizable report templates and more than 150 invoicing templates to generate vivid kind of business reports.

BillQuick offers integration with various third-party accounting software. BillQuick has certified partnerships with Microsoft, Intuit, MYOB Australia and others to ensure that businesses can extract, customize and present accurate information. The solution is recommended to businesses that are looking for a professional services solution with built-in accounting and customer management functions.



#34  CPA Software Shoeboxed


Shoeboxed is a cloud-based expense management solution that captures information from physical documents and converts it to digital data. The solution is used by small businesses, freelancers, contract workers, accountants and bookkeepers.

Shoeboxed sends prepaid “Magic Envelopes” to subscribers for mailing receipts and paperwork to an operations center. The receipts are scanned by the users and then securely shredded to maintain data privacy. The data is extracted from the scans and verified by human data operators.

Data captured and digitized by Shoeboxed is searchable and categorized. Scanned business cards can be used to create an online contacts database, while receipts can be used to create expense reports. Shoeboxed partners with major accounting software programs, allowing users to import data directly.

Shoeboxed also offers native apps for iPhone, iPad and Android, which use a device’s GPS to track mileage and camera to capture receipts. 


#35  CPA Software Sage 100 Standard and Advanced ERP (formerly Sage ERP MAS 90 and 200)


Sage 100 ERP (formerly branded as Sage ERP MAS 90 and 200) is an enterprise resource planning (ERP) software system for small and midsize businesses. The solution is typically recommended to companies with annual revenue between one million and $100 million.

Sage 100 ERP products can be used by a wide range of manufacturing, distribution and services companies, and more granular verticals such as industrial supplies and services, building materials and electronics.

The solution is designed to be compatible with Windows operating systems. Sage 100 Standard ERP was originally built on a Windows platform and is typically deployed on a small Windows network. Sage 100 Advanced and Premium ERP were built to be database-driven, and the premium edition uses Microsoft SQL Server.

The complete solution includes modules for core accounting, distribution, manufacturing, business intelligence, customer relationship management, human resources (HR), time and project management, e-business and new cloud, web and mobile apps designed for remote and field use.


#36  CPA Software Sage Business  Accounting


Sage One is a cloud-based accounting and invoice management solution for small businesses. It offers core accounting, project accounting, expense management and compliance management within a suite.

Sage One manages all the documentation and processes required in business payments such as price quotes, estimates, statements and invoices. The solution offers integration with major banks across the US, allowing users to import all payment transactions automatically. All information is available in a single dashboard, which allows users to stay up to date on their cash flow and pending payments.

Sage One also features tax management, which calculates applicable taxes using the 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 allows users to make payments directly using Sage accounts. Users can also make payments using their Paypal accounts.


#37  CPA Software Bench Bookkeeping


Bench is the online bookkeeping platform for small business owners. Each month, Bench automatically gathers transaction data from all connected business accounts. Then, a dedicated team of bookkeepers ensures books are tax-ready.

With books up-to-date, users can access the Bench iPhone or desktop app to monitor cash-flow and financial health with intuitive expense reports, income statements, and more. Users can also send the Bench team a text in the message feed, and they respond within one business day. And at tax time, Bench delivers a package with everything needed to get filed.


#38  CPA Software Sunrise


Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.

Other features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.

Sunrise also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.

Pricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.


#39  CPA Software Intuit ProSeries Tax

Intuit ProSeries is a desktop-based professional tax software suitable for small and midsize financial practices. The solution helps tax professionals to file returns, manage tax submissions, track the progress of returns and more. With  


#40  CPA Software Kashoo


Kashoo is a cloud-based accounting solution that helps small business owners automate bookkeeping tasks. Using machine learning, the platform categorizes and reconciles expenses for bank and credit card transactions, providing one-click real-time reports.

In addition to automatic reconciling, Kashoo also provides OCR and receipt-matching functionalities. Users can drop receipt images in the Inbox and the system will automatically match it to the transaction. The platform also includes an invoicing feature, which helps organizations match deposits and payments to customer records.

Kashoo includes multiple users and role-based permissions, making it a collaborative platform for business owners and accounting professionals. The built-in inbox enables users to view and categorize items with pending reconciliation/reviews. It comes with monthly or annual subscriptions and support is provided via phone, email, and other online measures. 


#41  CPA Software FreeAgent


FreeAgent is a cloud-based accounting solution for freelancers, accountants and small businesses owners to manage invoices, expenses, payroll, tax returns and other accounting tasks. FreeAgent also offers dedicated mobile apps for iOS and Android devices.

FreeAgent allows accountants to set up recurring invoices which are automatically sent to clients as reminders to make payments. Users can also track expenses by uploading the photo of an expense receipt with the FreeAgent mobile app. The solution offers a built-in stopwatch feature to manage timesheets and track employee hours.

The user dashboard provides an overview of key business metrics from a single screen. Business owners can track invoices, estimates, timelines and project status. Tax timeline features also provide updates and reminders about deadlines and tax dues. FreeAgent uses a 256-bit secure socket layer connection to secure user data. 


#42  CPA Software SAP Business All-in-One


SAP Business All-in-One is an integrated enterprise resource planning solution for midsize and large companies, serving clients across the North America. The solution offers construction accounting, customer management, and service management modules on a stand-alone basis. The tool can be implemented either on-premise or hosted in the cloud. The integrated suite offers features such as estimating, bid management, project scheduling, and construction project management.

The SAP solutions for construction and engineering span the entire project lifecycle from planning and designing to project management and operations. The solution helps in interacting with key stakeholders and tracking shipment and quality of materials.

SAP Business All-in-One is used by general contractors, heavy/highway contractors, and specialty trade commercial contractors in the construction industry. The solution is capable of integrating with other applications like excel, office, and Lotus notes. The solution is Mac and iPad compatible.


#43  CPA Software SAP S/4HANA Finance


SAP S/4HANA is an integrated enterprise resource planning (ERP) software suite designed to serve businesses of size and kinds. SAP ERP is used to address the needs of many industry verticals including manufacturing, retail, service and distribution industries.

SAP ERP Financials Management offers applications for general ledger, journal entries, project cost accounting, budget management, financial reporting, multi-currency support and other functions. Even as a fully-functional ERP product, SAP for Distribution delivers tracking, management, analytics, reporting, compliance and collaboration processes.

SAP ERP is deployed on-site and runs on Windows operating systems. It is designed for deployments with between one and thirty users. 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. In addition, it offers a Software Development Kit that gives programmers the ability to interface external applications with ERP suite or add custom functionality.


#44  CPA Software SAP Business One


SAP Business One is a modular and integrated enterprise resource planning (ERP) solution suitable for small and midsize size accounting, manufacturing, retail and distribution industries. Suitable for a wide array of verticals and sizes, this cloud-based 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 modelings.

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.


#45  CPA Software Tally


Tally is an on-premise accounting solutiion that caters primarily to small and midsize businesses across several industries. It provides business functionalities including accounting, finance, inventory, sales, purchase, point-of-sales, manufacturing, job costing, payroll and branch management.

The accounting module enables support tasks such as voucher management, reminder letters and bank reconciliation and provides a dashboard to track business ratios. The sales module records receivables, payables, billing and invoicing and tracks orders.

Cash flow can be managed through the MIS reporting module to facilitate decisions regarding bank loans, credit limits and capital investments. Tally's inventory capabilities can support manufacturers, distributors and traders in stock accounting. The payroll management feature handles payslip generation, salary revision and arrears calculation.

Tally's remote functionalities enable data collaboration between multiple systems.


#46 CPA Software KPMG Spark


KPMG Spark is an online bookkeeping solution that enables small business owners to handle accounts and track their financials. The vendor also offers tax consultations and tax preparation services.

KPMG Spark helps users to connect bank accounts, applications and credit cards to send data to the bookkeeping team. Users can manage reconciliation, invoicing, transactions, payroll, payments and more. Business owners can add various accounting teams to work collaboratively in real time. The solution also helps team members interact with each other using live chat, email or phones.

KPMG Spark has a search feature that allows users to filter transaction data by date, account type or category. The dashboard feature helps users keep track of companies' overall financial performance. The solution also offers third-party integration with time tracking, inventory management and point-of-sale software.


#47  CPA Software ZipBooks


ZipBooks is a cloud-based accounting and payment processing solution designed for small businesses and accountants.

ZipBooks allows users to create customized invoices with logos, themes and messages. The online bookkeeping functionality of the software includes accounts receivable and bank reconciliation. With the help of bank integration, the system automatically imports transactions and generates real-time reports of company expenses.

ZipBooks offers project management tools that allow users to create tasks, assign them to team members and track performance with a built-in time-tracker. ZipBooks Accountants can text their clients directly from the app for streamlined communication and reconciliation. 

ZipBooks Starter plan is completely free. Add-ons include payroll integration, reputation management and bookkeeping services.


#48  CPA Software Sage 300


Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as distribution and wholesale.

The system supports multinational business finance management, with support for multiple currencies and locations. Users can manage multiple companies with features to close books and report results by company or consolidated company.

Sage 300cloud users can maintain an unlimited number of currencies and exchange rates, get daily updates, and automate the gains or losses from fluctuations. Inventory management features within the system allow users to ship orders on time from multiple locations and track inventory by location.

Sage 300cloud will also detect unrecorded transactions, errors, and differences, and correct them to reconcile books with bank statements.


#49  CPA Software Procurify


Procurify is a cloud-based procurement solution that helps businesses track, control and manage spend. Businesses can centralize all purchasing information, while enabling team members to do their own purchasing.

This real-time solution helps users create, track and report on all requisitions, purchase orders and expenses. The purchase order processing system is designed to offer a user experience similar to online shopping and offers integrations such as Amazon Punch-out. Procurify’s in-app messaging and notification system stores all communication centrally.

Procurify's analytic reports help businesses track purchases in real time and then use that data to make informed decisions. Procurify is suitable for midsize and enterprise-level organizations in a variety of industries. It’s can be used by companies all over the world, and native mobile apps are available for Android and iOS. Procurify integrates with ERP systems such as Netsuite, Quickbooks, Dynamics, Sage and Xero.

Procurify offers support via phone, form submission, email and through an online knowledge base.


#50  CPA Software AccountEdge


AccountEdge is an on-premise accounting and management solution compatible with both Mac and Windows operating systems. This solution is suitable for small businesses and helps users create and track sales and purchases, run payroll, track and build inventory, bill for time and manage contacts.

Key features of AccountEdge include invoicing and quotes, banking, purchase orders, time billing, payroll, inventory and e-commerce. Users can create quotes, orders and invoices for services, time and items sold. Payments can be processed on orders and invoices.

AccountEdge's banking tools allow users to send and receive money, prepare bank deposits and electronic payments, print checks and reconcile accounts. Its purchase orders feature allows users create and track purchase orders and bills.

AccountEdge also allows users to set up an e-commerce platform. They can sell items online using Shopify, synchronize existing inventory items for sale online and download online orders directly to AccountEdge. 


#51  CPA Software TopNotepad


TopNotepad is a cloud-based accounting management solution that offers invoicing, expense management, payment management and customer relationship management.

Users can create invoices with built-in templates and log payments using client lists. Users can also  log expenses using customized categories. The TopNotepad mobile app allows users to upload receipts for expense reports.

TopNotepad features a cash book, which records business transactions on a day-to-day basis. The cash book is then used to create balance sheets and P&L reports. The software also features estimates and quotations, which enables users to create estimates and convert them into invoices. With the help of email functionality, users can email invoices directly to clients.

Three different pricing options are available based on number of users and amount of data storage.


#52  CPA Software MYOB Essentials


MYOB Essentials is an online accounting solution for businesses of all sizes. It offers tools for tax management, invoicing, payroll, expenses and reporting. The solution can also be accessed by downloading the MYOB OnTheGo app for Android and iOS devices.

MYOB allows users to view cash flow and manage payroll, and business owners can manage bills by linking stored bills and invoices with the appropriate accounts. This also helps in preparing and filing  tax returns. Cloud-based storage enables real-time updates to taxes and forms.

The payroll module stores employee information, which helps facilitate payroll management. Payslips can be sent to employees via email.  MYOB also allows accountants to view outstanding invoices and tax liabilities, as well as create budgets by using profit and loss statements.


#53  CPA Software QuickBooks Premier


QuickBooks Premier is an on-premise accounting solution that enables users to prints checks, pay bills and track expenses. The solution offers features to track sales, customer payments, manage payrolls and payroll taxes and create invoices and forms. To cater to industry specific needs, QuickBooks Premier has five editions: Contractor, Nonprofit, Retail, Manufacturing and Wholesale and Professional Services.

QuickBooks Premier includes pre-built reports, customized terminology and navigators for each industry. Organizations can control access to information by implementing individual user permissions and track expenses by client, project, service and employee. Users can import contacts and other accounting data from Excel to QuickBooks.

Some of QuickBooks' Premier-only features include creating a forecast, creating a business plan, an analysis tool, remote access, tracking inventory assemblies and sales order reports. Services are offered on a one-time payment or annual subscription basis for the specific number of users. Support is available via online training classes and live chat.


#54  CPA Software KashFlow

About KashFlow

KashFlow is a cloud-based accounting solution that caters to businesses of all sizes. Features include invoicing, estimation, credit control, accounting, purchase management, payroll and reporting.

Users can create invoices and receive email alerts when a payment is due. It also manages credit by sending automatic reminder letters to debtors. Quotations and estimates can be turned into invoices once the customer accepts them. KashFlow can graphically represent financial data such as balance sheets, creditors and debtors, customer history reports, trial balance and transactions.

KashFlow can automate recurring purchases and alert suppliers on payment. Bank accounts can be linked to the software and continuously monitored. The system also helps users file VAT returns directly to HMRC and create a journal through a year-end report.

KashFlow can be integrated with a customer relationship management (CRM) system, as well as e-commerce, email programs, payment processors, payroll software and inventory management software.


#55  CPA Software MineralTree

About MineralTree

MineralTree is a cloud-based payment automation and invoicing solution that caters to small and midsize businesses. By integrating with NetSuite, Intacct, Microsoft Dynamics GP and QuickBooks, MineralTree allows users to maintain their existing accounting system and payment workflow while managing their payment process.

The solution features a bi-directional sync between both systems so that all data can be shared between the two. MineralTree provides users functionalities to issue payments by check, ACH​ or credit card and automates the entire paying process once payments are approved. Users can use the existing workflows for routing invoices for approval. The solution also separates user types, meaning MineralTree is optimized for the person using it, including Accounting Managers, Approvers and more.

MineralTree provides services on an annual subscription basis. This package includes support through an online knowledge base and via phone and email.



#56  CPA Software Patriot Accounting

About Patriot Accounting

Patriot Accounting is a cloud-based accounting system for small business owners and accountants. It helps track customer invoices, pay bills, print forms and pay vendors. The tool also integrates with other Patriot products, such as Patriot payroll software. Patriot Accounting can also be accessed through a dedicated mobile app.

Patriot Accounting allows users to issue 1099 and 1096 tax forms as well as draft invoices for vendors and contractors. Users can also export spreadsheets that provide financial summaries of business financials for specified timeframes.

Invoicing features let users create default prices for products and services and specify the sales tax rate. Accountants can also view unpaid invoices and record payments from customers. The reporting feature lets users track account balances, view balance sheets, profit and loss statements, vendor payments and more.


#57  CPA Software Microsoft Dynamics AX

About Microsoft Dynamics AX

Microsoft Dynamics AX 2012 is an ERP system suitable for midsize to large enterprises. The solution has particular strengths in manufacturing and distribution but is also capable of serving buyers across multiple industry verticals. The solution can be installed on-premises or be hosted in the cloud for remote accessibility over the web.

In addition to core accounting, Microsoft Dynamics AX offers functionalities for inventory control, warehouse management, transportation management, demand and supply chain planning, material requirements planning, production management, quality assurance, product lifecycle management, asset management, and business intelligence. Multi-language and multi-currency are the additional features which make MS Dynamics AX a suitable option for companies operating globally.

The solution supports repetitive, make-to-order, make-to-stock, light assembly and engineer-to-order manufacturing process, among others. The industry-specific functionality meets the needs of discrete manufacturers in the high-tech, electronics, metals, industrial machinery, aerospace, consumer products, and medical devices industries.



#58  CPA Software SlickPie

About SlickPie

SlickPie is a cloud-based accounting solution for small businesses. It helps users to record, track and reconcile income and expenses through an online dashboard.

SlickPie allows users to begin invoicing customers immediately upon signing up for the software. While invoice templates are available, users can also customize the look and feel of the invoice document to better fit their company brand.

SlickPie can send automatic payment reminders to clients and manage bills that businesses are responsible for paying. Businesses using SlickPie can go paperless as a result of the software’s source document upload feature and unlimited simultaneous user support. Other features include financial report generation, bank reconciliation and sales tax management.

SlickPie offers online and phone support and is compatible with both desktop and mobile browsers. It is purchased on a per account basis and can be implemented on the unlimited number of terminals.


#59  CPA Software TrueERP

About TrueERP

True ERP is an operations management suite available in both cloud-based and on-premise formats which caters to SMB enterprises like wholesalers, construction firms and retailers, along with others.

True ERP contains several different features to help streamline processes. The system’s accounting feature provides charts and graphs through real-time reporting, so users gain access to graphical representations of data. The CRM module helps sales teams track responses, document customer histories, and even generate customer satisfaction reports. Through the program’s Electronic Data Integration (EDI), files can be imported and exported in various formats. The solution can also integrate directly with Google Analytics. True ERP’s inventory control feature shows current stock levels, tracks volume prices, documents raw materials inventories and more. It also tracks stock levels across numerous stores and warehouses.

The manufacturing module is directly connected to the purchasing feature, so purchasing managers are instantly notified whenever the inventory is required.

Support is available via email, phone and through an online knowledge base.



#60  CPA Software Prophix

About Prophix

Prophix is a financial management solution used for financial consolidation, budgeting, analysis, planning and management reporting. The solution provides a spreadsheet-style interface that helps users to analyze financial data and organize information. Prophix can be deployed both in the cloud and on-premises and is suitable for a range of industries such as financial services, construction, government and utilities.

Prophix lets users manage information such as budgeting requirements, cash flow, balance sheets and income statements. Data analysis tools are also available. The solution supports both non-financial and financial budgeting, including top down, bottom up, zero-based and activity-based methodologies.

The solution offers multiple modeling options for forecasting such as inter-period forecasts, “‘what-if” analysis and rolling forecasts. It also provides modules for saving personnel records, such as salary, medical expenses and tax calculations.

Support is offered via phone and email.


#61  CPA Software Oracle Financials ERP 

About Oracle Financials ERP Cloud

Oracle Financials ERP Cloud is a cloud-based, end-to-end business management solution designed for midsized to enterprise-level customers. It offers a suite of applications including material planning, financial accounting, analytics, and self-service reporting.

Oracle’s accounting features include a business intelligence module to identify trends from enterprise data. Billing departments have access to a payables and assets dashboard where they can reconcile statements, track supplier invoices and payments, account for fixed assets, and manage multiple bank accounts. Expenses can be entered via mobile devices and are updated in real-time. Invoice imaging is integrated, so supplier invoices and other documents are scanned and posted automatically.

Oracle Financials ERP Cloud uses “Rapid Implementation” technology, which enables quick data migration from a currently used system to cut down on implementation time and costs. Users can also integrate Oracle ERP Cloud with their current solution and leverage the Oracle technologies to unite all business processes into a single view.


#62  CPA Software Elorus

About Elorus

Elorus is an online invoicing, time-tracking, billing and expense management platform. At heart, it is the ideal professional solution for every freelancer, small business and creative agency. Since 2014, Elorus has been working hard to be a trustworthy ally that successfully tends to every modern professional's business needs.

With Elorus by your side, you are just a few steps away from creating and sending flawless professional estimates and invoices to your clientele. Users can have a close look at their team's projects, billable/non-billable hours and tasks.

Elorus helps staff members be an expense expert and manage budgets like a pro. Teams can get paid online through trusted payment processors, use the dedicated portal to share progress with clients, make educated decisions based on detailed reports and feel safe that they will receive the optimum customer service.

Get started with the product's free plan, monthly or yearly subscription and find out how Elorus can assist your business.



#63  CPA Software EBizCharge

About EBizCharge

EBizCharge offers a suite of payment processing, billing and invoicing solutions. It includes payment integrations to accounting, enterprise resource planning, customer relationship management, e-commerce platforms, mobile solutions and an online customer invoice portal.

The EBizCharge billing and invoicing product allow customers to view outstanding invoices, process payments online and make full or partial payments on single or multiple invoices. Customers log in to the business' branded web portal, review their invoices and submit payments remotely from anywhere.

EBizCharge is PCI-compliant and equipped with data encryption and tokenization technology for transaction security. Users can enter payments, charge customers, store customers’ card information for recurring billing and issue credits and refunds directly within the system.

Users can integrate EBizCharge with their existing solutions including accounting, enterprise resource planning (ERP) and online shopping carts. Support is offered, along with setup and implementation.

#64  CPA Software GnuCash

About GnuCash

GnuCash is on-premise accounting software that allows small businesses to track bank accounts, stocks, income and expenses. It is primarily designed to assist contractors and business owners with digital invoicing and internal billing.

Key features of GnuCash include financial calculations, balance-sheet creation, multiple currency accounts and vendor management. The scheduling module lets firms set up recurring transactions and send automated reminders on due dates. With the Income/Expense account tool, users can categorize cash flow and generate a profit and loss report. Further, the portfolio feature monitors stock markets and compiles relevant information from online sources.

GnuCash supports the open financial exchange (OFX) protocol and imports Quicken interchange format (QIF) files using an assistant. The solution comes with a mobile application for Android devices and support is offered via email.


#65  CPA Software Accounting Xpert

About Accounting Xpert

Accounting Xpert is an on-premise accounting solution that serves businesses of all sizes. Primary features of the software include a general ledger, accounts receivables and payables, payroll, W2 and 1099 laser processing, bank reconciliation and inventory management.

Other features of Accounting Xpert include purchase order management, sales order management, sales analysis, data import from QuickBooks and a check writing system. The software allows users to maintain and print their general ledger for historical dates, range of accounts and check number.

The software offers other predefined financial reports formats, such as single or double underlining, titles, totals, non-print accounts, account description, heading, footnote and columns. It offers integration with Microsoft Word, Microsoft Excel, Quicken and QuickBooks.

Accounting Xpert is available in an one-time payment option. Customer support is offered via email, phone and online FAQs.


#66  CPA Software FloQast

About FloQast

FloQast is a cloud-based performance management platform. It allows users to manage HR, payroll and ERP solutions.

FloQast’s key features include close process organization, collaboration and manual process automation. Its manual process automation allows users to eliminate manual ticking and tying with automated TB tie-outs and manages flux analysis. The platform also allows users to roll forward checklists, reconciliations and supporting documents.

FloQast integrates with MS Excel, Oracle NetSuite, Box, Dropbox, Google, Sage Intacct, SAP, Microsoft, Workday and other accounting systems via standard FTP integrations. Its Excel integrations provide automation of TB tie-out process for workbooks.

Pricing of FloQast is based on monthly subscription and it comes with support options such as phone, email and online help desk


#67  CPA Software Macola

About Macola

Macola is the ERP and business software that manufacturers and wholesale distributors trust to automate, grow and streamline their business workflows.

Macola meets the unique needs of growing SMBs ─ automating and managing core business functions such as product manufacturing, distribution, accounting and finance, document management, project management, CRM and HR.

Macola features business intelligence, activity and process management (automated workflows and document management), inventory management, MRP/MES and supply chain management. Macola is deployed on-premises and is compatible with Windows operating systems.

By automating mission-critical business processes, Macola delivers real-time information on various facet of the business, providing for informed decision-making as well as controlling cost and complexity across the lifecycle of business processes – from design to delivery.




#68  CPA Software Clear Books

About Clear Books

Clear Books is a cloud-based accounting solution for small businesses. It enables users to track key financial numbers through a dashboard. The solution can send automatic payment reminders and supports multiple currencies to create customizable invoices.

Features of Clear Books includes fixed asset registers, dashboard, contacts, purchases, sales, reports and more. The solution allows business owners and accountants to import bank statements and reconcile statements for multiple accounts. Users can also keep track of expenses and purchases by entering details about suppliers who owe money and expected claims.

Clear Books has advanced reporting tools which allow users to view balance sheets, profit and loss statements, audit logs and trial balance reports. Clear Books provides built-in templates to calculate dividends and pay outs. The solution also provides integration with FreshBooks, PayPal, Google, MailChimp, ChannelGrabber, Commusoft, DueDil and Capsule.


#69  CPA Software SaaSOptics

About SaaSOptics

SaaSOptics is a cloud-based subscription management solution. It provides solutions including order management and renewals; revenue recognition and reporting; subscription metrics and analysis and subscription payments and billing.

Primary features of the software are payments, collections, admin support, dashboards and SaaS performance analytics. SaaSOptics allows users to experience a complete automated process of order management with features such as auto renewals, subscription lifestyle and upgrade/downgrade visibility.

Key metrics to gain insights include customer count, ARR and MRR momentum, churn, cohort analysis and projection. Features of revenue management include revenue recasting, GAAP compliance and auto deferred calculations.

Pricing is based on 12-month revenue of a company and support options include documentation and online help desk. SaaSOptics integrates with NetSuite, QuickBooks, Salesforce, Intacct and HubSpot.