20 Best Accounting Software With CRM Reviewed in 2024

Zoho Books is a cloud-based accounting software designed primarily for small businesses to manage their finances and stay on top of their cash flow. It supports key business functions such as invoicing, expense tracking, inventory management, and tax compliance.

Why I picked Zoho Books: Zoho Books helps you manage your accounting needs efficiently with features like automated bank feeds and payment reminders. You can create professional invoices, track expenses, and manage your inventory levels in real time. It also includes project management tools to track the time spent on projects and bill clients accordingly. Additionally, Zoho Books supports multi-currency transactions, making it suitable for businesses operating globally.

Standout features & integrations:

Features include automated workflows, recurring invoices, and expense tracking. You can also follow up and reconcile your bank transactions and generate detailed financial reports. The software supports inventory management, allowing you to keep track of your stock levels and manage orders efficiently.

Integrations include Zoho CRM, Zoho Inventory, Zoho Analytics, Zoho Projects, Zoho People, Zoho Expense, and Zoho Subscriptions.

FreshBooks is a cloud-based accounting software designed for small businesses, freelancers, and self-employed professionals. It supports key business functions such as invoicing, expense tracking, and financial reporting.

Why I picked FreshBooks: FreshBooks simplifies your billing process with customizable invoicing and automated payment reminders. It tracks your expenses by linking directly to your bank account and categorizes transactions automatically. The software also generates financial reports like profit and loss statements, giving you insights into your business's performance. In addition to these capabilities, FreshBooks' user-friendly mobile app adds another layer to its services, letting you manage your finances on the go.

Standout features & integrations:

Features include customizable invoicing, automated payment reminders, and expense tracking with bank account integration. You can also generate detailed financial reports to monitor your business performance. The mobile app ensures you can manage your finances anytime, anywhere.

Integrations include Gusto, Stripe, PayPal, Shopify, G Suite, Slack, HubSpot, Mailchimp, Trello, and Zoom.

Bitrix24 is an all-in-one business platform designed to help teams manage communication, tasks, and collaboration. It supports businesses across various industries with tools for project management, CRM, and document handling, offering a centralized workspace for operations.

Why I picked Bitrix24: Bitrix24 combines task management with CRM features, making it easier for your team to track both client relationships and project workflows in one place. It offers customizable workspaces, allowing you to adjust the platform to fit your team's specific needs. With multi-channel communication tools, you can connect with clients and team members through different platforms, ensuring smooth collaboration. The platform also includes cloud storage for easy access to important documents and files, enhancing overall team efficiency.

Features include task management, CRM tools, and document sharing. Your team can track sales pipelines, process lead management tasks, and collaborate on projects in one platform. The software also supports time tracking and workflow automation to boost productivity.

Integrations include Microsoft Office, Google Workspace, Slack, Dropbox, OneDrive, Mailchimp, Zoom, Trello, QuickBooks, and Xero.

Xledger is a cloud-based enterprise resource planning solution designed to help organizations manage core business processes. It’s primarily suited for mid-sized businesses and provides tools for financial management, budgeting, and reporting across multiple industries.

Why I picked Xledger: Xledger offers a cloud-native ERP system that simplifies financial management for mid-sized businesses. It includes built-in automation for accounting tasks like invoicing and expense management, helping your team reduce manual work. The platform also provides real-time data analytics, so you can make informed decisions without waiting for reports. With its scalability, Xledger adapts as your business grows, ensuring your operations remain efficient. Plus, it supports multi-currency transactions, making it ideal for businesses operating in multiple regions.

Standout features & integrations:

Features include automated invoicing, real-time reporting, and multi-currency support. Your team can easily manage expenses, track financials, and gain visibility into cash flow. The system's cloud infrastructure ensures that your data is accessible from anywhere.

Integrations include Microsoft 365, Azure, Google Workspace, SAP, Salesforce, QuickBooks, Stripe, PayPal, Oracle, and Sage.

Financial Cents is an accounting practice management software designed for accounting firms to manage workflows, client communications, and deadlines. It primarily serves accountants and bookkeepers by offering features like project management, time tracking, and invoicing.

Why I picked Financial Cents: Financial Cents allows your team to track client work and automate reminders, ensuring deadlines aren’t missed. The client database and email integration keep all client information centralized. You can also manage time and capacity with its built-in time tracking and invoicing tools. Additionally, the software offers advanced document management processes and a secure client portal to help improve client interactions.

Standout features & integrations:

Features include project management, automated client requests and reminders, a client database, time tracking, invoicing, and email integration. The software also supports centralized document storage and a secure client portal, which helps improve client interactions.

Integrations include QuickBooks Online, Google Drive, Outlook, Gmail, Slack, Microsoft Teams, Dropbox, Zapier, HubSpot, and Practice Ignition.

Liscio is a client portal designed specifically for accountants, facilitating secure communication and collaboration between firms and clients. Key features include secure messaging, email marketing integration, two-way texting, and automated data gathering.

Why I picked Liscio: Liscio provides a secure platform for all client communications, reducing the need for multiple tools. You can manage tasks, send secure messages, and integrate your email all in one place. The platform also offers custom branding to give your clients a professional experience. Additionally, it includes personalized tax organizers to automate the data-gathering process.

Standout features & integrations:

Features include secure messaging, email integration with Outlook and Gmail, and two-way texting. You can also personalize client portals and automate tax organizers. The platform supports various login methods, including Face ID and Microsoft/Google credentials.

Integrations include Outlook, Gmail, Microsoft, and Google.

Accelo is a professional services automation platform built for service-based businesses such as consulting, accounting, IT, architecture, and engineering. It helps manage client relationships, financials, projects, and resources while offering real-time business insights.

Why I picked Accelo: Accelo automates tasks based on team availability and simplifies the quoting process. It enables you to track project progress and manage costs with dashboards and automated scheduling. Users can efficiently handle ad-hoc requests, expenses, and invoicing, ensuring accurate billing and quicker payments. Plus, the customizable CRM helps manage client communications and project details smoothly.

Standout features & integrations:

Features include automated task assignment, streamlined quoting processes, and project progress monitoring. You can also manage costs, optimize resources, and handle invoicing with ease. Additionally, real-time access to business metrics helps you make data-driven decisions.

Integrations include QuickBooks, Xero, Google Workspace, Microsoft 365, Slack, Salesforce, HubSpot, Jira, Mailchimp, and Zendesk.

QuickBooks is a financial management software designed to help businesses manage their finances efficiently. It serves small to medium-sized businesses by offering automated bookkeeping, invoicing, receipt capture, mileage tracking, and tax preparation support.

Why I picked QuickBooks: QuickBooks automates bookkeeping to reduce manual data entry, simplifying financial record management. Its invoicing and receipt capture features make handling billing and expenses easy. Additionally, the software’s mileage tracking helps maintain accurate records for tax deductions, while its tax preparation support ensures accurate filings. Together, these features enhance your business's overall financial management.

Standout features & integrations:

Features include automated bookkeeping, invoicing, receipt capture, mileage tracking, and tax preparation support. You can manage bills, accept payments via credit cards and bank transfers, and track project profitability. The platform also supports multiple currencies and allows collaboration with accountants.

Integrations include QuickBooks Payroll, QuickBooks Payments, QuickBooks Time, QuickBooks Checking, QuickBooks Live, QuickBooks Commerce, QuickBooks Capital, QuickBooks Online, and QuickBooks Desktop.

Sage Intacct is a cloud-based accounting and financial management software tailored for mid-sized businesses. It supports various industries, offering solutions in financials, operations, HR, payroll, and planning.

Why I picked Sage Intacct: Sage Intacct automates processes and offers real-time insights, helping your team manage financials and operations more easily. The platform includes advanced reporting and continuous accounting, supporting data-driven decision-making. It also simplifies HR and payroll management, increasing productivity. Along with these advanced features, Sage Intacct integrates with other business tools, reducing manual data entry and improving efficiency.

Standout features & integrations:

Features include advanced reporting, multi-dimensional real-time reporting, and intuitive budgeting. The platform also offers dynamic allocations and multi-entity consolidations, enhancing financial management capabilities. Users can benefit from AI-powered continuous accounting, which automates routine tasks.

Integrations include Salesforce, ADP, Bill.com, Expensify, Stripe, Avalara, Nexonia, American Express, and Square.

Accounting Seed is a cloud-based accounting software built natively on the Salesforce platform and made for businesses of various sizes. It performs key functions such as financial management, project accounting, and analytics, and project accounting features allow you to accurately track performance and project profitability.

Why I picked Accounting Seed: Accounting Seed integrates smoothly with Salesforce CRM, providing a unified platform for managing both financial data and customer relationships. Its customization capabilities allow businesses to tailor workflows and reporting, ensuring that accounting tasks align perfectly with sales processes and operational needs. This integration reduces data duplication, streamlines workflows, and offers a comprehensive view of financial health and customer activity in one place.

Standout features & integrations:

Features include multi-book accounting, project accounting, and financial analytics. You can automate accounts receivable and payable to save time. It also offers multi-entity and multi-currency support for global businesses.

Integrations include Salesforce CRM, Avalara, Stripe, Expensify, Bill.com, Lockstep, Breadwinner, Docusign, Nexonia, and SPS Commerce.