Describe the work your business needs covered
List your bookkeeping, invoicing, payment collection, expense tracking and reporting tasks. Identify the systems already in use and the person responsible for each task. Discuss accounting and tax requirements with your qualified adviser.
Build a software requirements list
- Business location, currencies and supported transaction types.
- Required integrations, exports and accountant access.
- User roles and approval steps.
- Subscription fees, transaction fees and optional extras.
- Support availability, cancellation rules and data export.
Evaluate a workflow before switching
Use sample records to check invoices, reports, exports and integrations. Keep your original records. Confirm migration and reconciliation steps with the person responsible for your accounts before replacing a production system.
Separate software research from a financial decision
A software comparison does not determine whether a loan, account or payment service suits your business. Review current provider terms and obtain advice appropriate to your circumstances before entering a financial agreement.