10 Best Accounting Software With CRM Reviewed in 2026
Best Accounting Software With CRM Shortlist
Accounting software with CRM is an essential tool for any company. The right tool can enhance financial forecasting and improve project planning. However, finding the best option can be difficult with so many available choices.
Using my experience with finance and accounting software, I tested and compared several leading accounting software with CRM. Then, I compiled my findings into detailed reviews to help you select the best software for your specific needs. I’m confident you’ll find your ideal accounting software with CRM in the list below.
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Best Accounting Software With CRM Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for accounting practice management | 14-day free trial | From $19/user/month (billed annually) | Website | |
| 2 | Best for integrated suite of business apps | 14-day free trial | From $20/month | Website | |
| 3 | Best for expert assistance and automation | 30-day free trial available | From $19/month | Website | |
| 4 | Best for multi-currency support | 30-day free trial available | From $5/month | Website | |
| 5 | Best cloud ERP for all business types | Free demo available | Pricing upon request | Website | |
| 6 | Best for integrated CRM and task management | 15-day free trial + free plan + free demo available | From $49/month (billed annually) | Website | |
| 7 | Best for mid-sized businesses with industry-specific needs | Free product tour available | Pricing upon request | Website | |
| 8 | Best for SMEs needing all-in-one business management | Free demo + 14-day free trial available | From €14.50 /month | Website | |
| 9 | Best for professional services automation | Free demo available | Pricing upon request | Website | |
| 10 | Best for secure client communication for accountants | Free demo available | From $40/user/month (billed annually) | Website |
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Creatio CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
DealHub AI
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
Best Accounting Software With CRM Reviews
u003cspan style=u0022font-weight: 400u0022u003eBelow are my detailed summaries of the best accounting software with CRM that made it onto my shortlist. My reviews offer a detailed look at the key features, pros u0026amp; cons, integrations, and ideal use cases of each tool to help you find the best one for you.u003c/spanu003e
Financial Cents is an accounting practice management platform built for small and growing firms, combining a client CRM, workflow management, billing, client portal, and month-end close tools in one place.
Who Is Financial Cents Best For?
Financial Cents is a strong fit for small to mid-sized accounting and bookkeeping firms that need to manage client work, deadlines, and billing in one place.
Why I Picked Financial Cents
I've included Financial Cents in my top picks because it covers every layer of accounting practice management in one place. What I find especially useful is the client CRM, which stores contact details, custom fields, passwords, notes, and a full audit trail of every team-client interaction on a single profile. Pair that with workflow automations that handle recurring projects, auto-reminders for document requests, and team notifications, and you've got a firm that practically runs itself between close cycles.
Financial Cents Key Features
- Client billing: Create fixed-fee, hourly, or recurring invoices and sync them directly with QuickBooks Online for payment tracking.
- Client portal: Give clients a secure space to upload documents, respond to requests, and sign off on deliverables.
- Proposals and engagement letters: Build and send proposals with e-signature support to formalize client onboarding.
- Month-end close: Review, flag, and correct transactions in QuickBooks Online directly within Financial Cents.
Pros and Cons
Pros:
- Automated client requests
- Secure client portal
- Centralized document storage
Cons:
- Limited customizability
- Limited reporting features
Zoho Books is a cloud-based accounting platform that combines invoicing, expense tracking, bank reconciliation, and built-in CRM connectivity through the broader Zoho ecosystem.
Who Is Zoho Books Best For?
Zoho Books is a strong fit for small to mid-sized businesses already using or considering other Zoho apps, like Zoho CRM or Zoho Inventory.
Why I Picked Zoho Books
I've included Zoho Books in my top picks because it sits inside one of the most complete business app ecosystems available. The native Zoho CRM integration is a standout example of that: when a deal is marked as won in Zoho CRM, an invoice is automatically created in Zoho Books without any manual handoff. Your sales team can also check real-time inventory levels from inside Zoho CRM before creating a sales order, which cuts down on the back-and-forth between teams. I also like that customer credit history, purchase patterns, and payment details sync bi-directionally, so finance and sales always work from the same data.
Zoho Books Key Features
- Automated bank feeds: Connect your bank accounts to automatically import and categorize transactions for reconciliation.
- Client portal: Share invoices, collect payments, and exchange documents with customers through a branded self-service portal.
- Project billing: Log billable hours and expenses against projects, then convert them directly into invoices.
- Multi-currency support: Transact in multiple currencies with real-time exchange rates applied automatically to invoices and bills.
Pros and Cons
Pros:
- Multi-currency support
- Automated workflows
- Detailed financial reports
Cons:
- Limited third-party integrations
- Mobile app limitations
QuickBooks is an accounting platform that combines bookkeeping, invoicing, and financial reporting with a built-in Customer Hub for managing leads, sales pipelines, and customer relationships.
Who Is QuickBooks Best For?
QuickBooks is a strong fit for small to mid-sized businesses that need accounting and customer management in one place without juggling separate tools.
Why I Picked QuickBooks
QuickBooks pairs live expert bookkeeping support with AI-driven automation across both its accounting and CRM layers. QuickBooks Live connects you with bookkeepers who handle categorization and reconciliation, while the AI-powered Customer Agent surfaces leads, drafts follow-up messages, and flags repeat service opportunities. Payments AI automates invoice reminders and flags overdue accounts without manual input.
QuickBooks Key Features
- Customer Hub: Manage leads, track a sales pipeline, collect referrals and testimonials, and schedule appointments from one customer record.
- Contracts and e-signatures: Create, send, and collect signed contracts directly within the platform on Plus and Advanced plans.
- Sales tax automation: Automatically calculate sales tax rates and track liability across transactions.
- Financial reporting: Generate profit and loss statements, balance sheets, and cash flow reports with real-time data.
Pros and Cons
Pros:
- Automated bookkeeping
- Real-time budgeting
- Multiple currency support
Cons:
- Limited customizability
- Steep learning curve
Xero is a cloud-based accounting platform that covers invoicing, bank reconciliation, expense tracking, payroll, and financial reporting, with CRM functionality available through its extensive app marketplace integrations.
Who Is Xero Best For?
Xero is a strong fit for small to mid-sized businesses that need a mature, cloud-based accounting platform with flexibility to connect their preferred CRM tools.
Why I Picked Xero
I've included Xero in my top picks because its multi-currency accounting goes well beyond basic conversion. Xero lets you transact in more than 160 currencies with hourly exchange rate updates, so when I'm invoicing a client in EUR while my base currency is USD, I'm always working with a current rate. You can also manually override the exchange rate on any invoice or bill if you've agreed on a fixed rate with a client. You can view reports in local or foreign currencies to track how your international business is performing, which makes period-end reporting much cleaner when you're operating across multiple markets.
Xero Key Features
- Contact management: Store customer and supplier records with a full transaction history, including invoices, bills, and payment activity, all in one place.
- Bank reconciliation: Connect your bank accounts to automatically import transactions and match them against invoices and expenses daily.
- Quotes and invoicing: Create branded quotes, convert them to invoices with one click, and track payment status from draft through to paid.
- Financial reporting: Run profit and loss statements, balance sheets, and cash flow reports with customizable date ranges and tracking categories.
Pros and Cons
Pros:
- Multi-currency management
- Extensive app integrations
- Mobile bookkeeping app
Cons:
- Steep learning curve for beginners
- Complex setup for larger businesses
New Product Updates from Xero
Xero Unveils New Analytics Features
Xero introduces new analytics dashboards and reporting features. These updates help small businesses better understand performance, trends, and financial health at a glance. For more information, visit Xero's official site.
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Xledger is a cloud-based ERP and accounting platform built for multi-entity organizations, offering general ledger, AP automation, multi-currency, budgeting, project accounting, and financial consolidation across industries.
Who Is Xledger Best For?
Xledger is a strong fit for mid-market and enterprise finance teams managing multiple entities, subsidiaries, or funds across complex organizational structures.
Why I Picked Xledger
I picked Xledger because it handles the full accounting stack in a single cloud platform across industries. The cross-tab general ledger gives real-time visibility into GL, AR, AP, and cash book data in one place. Combined with multi-entity consolidation and multi-currency support, it scales with your organization as its structure becomes more complex.
Xledger Key Features
- Automated AP processing: Xledger scans and codes incoming invoices automatically, routing them through configurable approval workflows before posting.
- Project accounting: Track budgets, costs, and revenue at the project level, with time and expense entry built directly into the platform.
- Budgeting and forecasting: Build and manage rolling forecasts and annual budgets directly within the GL structure.
- Financial reporting dashboards: Generate real-time financial reports with drilldown access to underlying transactions across entities.
Pros and Cons
Pros:
- Easy to scale for growth
- Strong multi-currency support
- Flexible financial reporting tools
Cons:
- Complex implementation
- Requires some technical knowledge
Bitrix24 is an all-in-one business platform that combines CRM, invoicing, task and project management, sales automation, and team collaboration tools in a single workspace.
Who Is Bitrix24 Best For?
Bitrix24 is a good fit for small to mid-sized businesses that need CRM, invoicing, and project management in one place without stitching together separate tools.
Why I Picked Bitrix24
I picked Bitrix24 as one of the best because of how tightly its CRM and task management tools are woven together. When a deal moves to a new pipeline stage, you can automatically trigger task creation for your team, so nothing falls through between a sales conversation and actual delivery. I also like the CoPilot AI integration inside tasks, which can generate task descriptions, summaries, and checklists directly from deal context. Add Kanban, Gantt, and Scrum views alongside live sales pipelines, and it's a genuinely unified workspace.
Bitrix24 Key Features
- Invoicing and estimates: Create and send invoices and estimates directly from the CRM, with options for online payment collection.
- Product catalog: Build a product and service catalog with pricing that you can pull directly into deals and invoices.
- Sales automation rules: Set up trigger-based automation within pipelines to move deals, assign owners, or send notifications without manual input.
- Contact center: Manage inbound and outbound communications across email, live chat, telephony, and social channels from a single inbox.
Pros and Cons
Pros:
- Highly customizable project workflows
- Easy scaling for growing teams
- Multi-channel communication options
Cons:
- Limited offline functionality
- Requires technical knowledge for customization
Sage Intacct is a cloud-based accounting platform for mid-sized businesses that combines core financials, multi-entity consolidation, project accounting, and CRM connectivity through third-party integrations.
Who Is Sage Intacct Best For?
Sage Intacct is a strong fit for mid-sized finance teams in industries like nonprofits, professional services, healthcare, and SaaS that need multi-entity accounting.
Why Sage Intacct Stands Out
Sage Intacct goes far beyond generic accounting with purpose-built configurations for industries like nonprofits, professional services, healthcare, and SaaS. What I find compelling is how those industry-specific setups carry through to CRM connectivity: the native Salesforce integration syncs sales and finance data directly, so there's no re-keying customer data between systems. I also like that project accounting handles billing, resource tracking, and revenue recognition in one place—especially useful for professional services teams managing client-facing financials alongside a CRM pipeline.
Sage Intacct Key Features
- Multi-dimensional general ledger: Tag transactions across custom dimensions like department, location, or project for granular financial reporting without multiple charts of accounts.
- Automated accounts receivable: Generate invoices, track collections, and apply cash automatically based on customer billing schedules or contract terms.
- Multi-entity consolidation: Manage financials across multiple entities or subsidiaries and consolidate them in real time with automated intercompany eliminations.
- Real-time financial dashboards: Build role-based dashboards that surface live metrics like cash flow, revenue, and aging balances without manual report exports.
Pros and Cons
Pros:
- Real-time reporting
- AI-powered automation
- Comprehensive training resources
Cons:
- Complex implementation
- Steep learning curve
Holded is a cloud-based business management platform that combines accounting, invoicing, and a built-in CRM with modules for HR, inventory, and project management.
Who Is Holded Best For?
Holded is a strong fit for small and mid-sized businesses that want to manage accounting, sales, and operations from a single platform.
Why I Picked Holded
Holded is one of my top picks because I love how it eliminates the need to sync data between separate accounting and CRM tools. When a deal closes in the CRM pipeline, I can generate an invoice directly from that record—no copy-pasting, no data entry. I also get a 360° contact view that shows every invoice, payment, and interaction in one place, which is genuinely useful when I'm reviewing an account's history before a follow-up call.
Holded Key Features
- Bank reconciliation: Connect your bank accounts and match transactions automatically against your records.
- Receipt scanner: Capture and upload receipts to auto-categorize expenses without manual data entry.
- Cash flow forecasting: View projected cash positions based on outstanding invoices and scheduled payments.
- Lead scoring: Assign scores to CRM contacts based on activity and engagement to prioritize your sales follow-ups.
Pros and Cons
Pros:
- Automates accounting tasks
- Customizable templates
- Real-time stock monitoring
Cons:
- Limited support channels
- Can be complex to set up
Accelo is a professional services automation (PSA) platform that combines CRM, project management, resource management, and financial management—including invoicing, billing, retainer tracking, and profitability analysis—in a single system.
Who Is Accelo Best For?
Accelo is a strong fit for small to mid-sized professional services firms—like agencies, consultancies, and managed service providers—that need client and project management alongside billing in one place.
Why I Picked Accelo
I've included Accelo in my top picks because it's one of the few platforms that ties client billing directly to delivery performance—not just to logged hours. What I find especially useful is the retainer tracking feature, which connects scheduled and delivered work to contracted revenue so you can see, in real time, whether a retainer is actually profitable. Pair that with project-level margin analysis—where you can view profit by client, work type, or time period—and you have real financial control built into your day-to-day operations, not just end-of-month reporting.
Accelo Key Features
- CRM: Maintain a contact and company database that connects directly to active projects, tickets, and sales records—so client history is always in context.
- Quotes: Generate quotes from templates and convert accepted quotes directly into projects without re-entering data.
- Time tracking: Log billable and non-billable time across projects, tickets, and client interactions, with auto-sync to invoicing.
- Forecasting: Project revenue, resource capacity, and profitability across your pipeline and active work at the same time.
Pros and Cons
Pros:
- Real-time business insights
- Customizable client portals
- Automated task assignments
Cons:
- Steep learning curve
- Limited offline access
Liscio is a client communication and document management platform built specifically for accounting firms, combining secure messaging, file sharing, eSignatures, tax automation, and AI-assisted workflows in one client portal.
Who Is Liscio Best For?
Liscio is a strong fit for small to mid-sized accounting and CPA firms that need a dedicated client-facing portal to manage communication and documents.
Why I Picked Liscio
Liscio is one of my top picks because I love how it replaces unsecured email threads with an in-network messaging channel purpose-built for accounting firms. When my team needs clients to respond fast, two-way texting gets replies up to 8x faster than email. I also rely on the unified client timeline, which pulls every message, file, and signature into one view so nothing slips through the cracks during a busy tax season.
Liscio Key Features
- Smart tax organizers: Customizable digital questionnaires and document request lists that guide clients through the tax gathering process step by step.
- AI file intelligence: Reads accounting documents like tax returns and bank statements, then renames and organizes them according to your firm's preferences.
- Electronic signatures: Collects digital signatures and stores signed files in one place, with automated signature placement on tax returns.
- Client tasks: Create task lists with automatic reminders to keep clients on deadline without manual follow-up.
Pros and Cons
Pros:
- Secure messaging
- Custom branding
- Personalized tax organizers
Cons:
- Limited integrations
- Learning curve
Other Accounting Software with CRM
Here are some additional accounting software with CRM options that didn’t make it onto my shortlist, but are still worth checking out:
- Accounting Seed
For native Salesforce integration
- monday.com
For customizable workflows
- TaxDome
For accounting firms
- Capsule CRM
For integration options
- Aplos
For nonprofits and churches
- NetSuite
For international businesses
- Workbooks
For mid-sized business support
- Salesforce
For AI-driven accounting CRM
Accounting Software With CRM Selection Criteria
When selecting the best accounting software with CRM for this list, I considered key buyer needs and pain points, such as managing client relationships and streamlining financial tasks. I also followed a structured framework to ensure a fair evaluation.:
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage customer relationships
- Track financial transactions
- Generate financial reports
- Automate invoicing and billing
- Integrate with other business tools
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven insights
- Customizable dashboards
- Real-time data synchronization
- Advanced role and tag management
- Comprehensive project planning tools
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation
- Minimal learning curve
- Customizable workflows
- Responsive design
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Interactive product tours
- Availability of training videos
- Pre-built templates
- Dedicated onboarding support
- Access to webinars
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 live chat support
- Ticket submission system
- Phone support
- Comprehensive knowledge base
- Community forums
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing plans
- Transparent cost structure
- Free trial availability
- Scalability options
- Value-added features
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall user satisfaction
- Quality of customer support
- Ease of use
- Feature effectiveness
- Performance reliability
How to Choose Accounting Software With CRM
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Will this software grow with your business? |
| Integrations | Does it integrate with your existing systems? |
| Customizability | Can you tailor the software to meet your needs? |
| Ease of Use | Is the software intuitive for you and your team? |
| Budget | Does it fit within your financial constraints? |
| Security Safeguards | Does it offer robust security features? |
| Support | Is reliable customer support available? |
| Reporting | Does it provide the reports and analytics you need? |
Trends In Accounting Software With CRM
In my research, I sourced countless product updates, press releases, and release logs from different accounting software with CRM platforms. Here are some of the emerging trends I’m keeping an eye on:
- AI-Powered Analytics: AI is increasingly being integrated into accounting software to provide deep insights and predictive analytics. This helps accounting businesses make informed decisions by analyzing patterns and trends in financial data.
- Real-Time Data Access: The demand for real-time financial data is rising as businesses need up-to-the-minute information to make quick decisions. This feature is often facilitated by cloud-based solutions that allow real-time collaboration and updates.
- Sustainability Reporting: There's a growing emphasis on incorporating environmental, social, and governance (ESG) factors into financial reporting. This is driven by investor demand for transparency and sustainability metrics, pushing companies to include non-financial KPIs in their reports.
- Enhanced Cybersecurity: With increasing cyber threats, accounting software vendors are prioritizing security features such as two-factor authentication, data encryption, and advanced threat detection. This focus is important as accounting platforms deal with sensitive financial information.
- Customizable Workflows: Businesses are looking for software that can be tailored to their specific needs. Customizable workflows and role-based permissions allow companies to adapt the software to their unique processes. This flexibility is becoming a key selling point for many vendors.
What Is Accounting Software With CRM?
Accounting software with CRM combines financial management with customer relationship management. It’s used by accountants, business owners, medical professionals, media professionals, and sales professionals to manage both finances and customer interactions.
By integrating financial and customer data, it allows for easy tracking of transactions and customer histories in one place. Features like invoicing, expense tracking, and customer communication help maintain accurate financial records and enhance customer service. These tools simplify managing finances and customer relationships for businesses.
Features of Accounting Software With CRM
When selecting accounting software with CRM, keep an eye out for the following key features:
- Contact Management: Maintains detailed records of clients and vendors, providing quick access to contact information and interaction history.
- Financial Dashboards: Offers visual representations of financial data, aiding in the quick assessment of the company's financial health.
- Invoicing and Billing: Automates the creation and management of invoices, ensuring accurate and timely billing processes.
- Expense Tracking: Monitors and categorizes business expenses, helping to control costs and manage budgets effectively.
- Lead and Opportunity Management: Tracks potential sales leads and opportunities, aiding in the organization and prioritization of sales efforts.
- Document Management: Stores and organizes financial documents of direct sales, making it easy to retrieve important files when needed.
- Integration Capabilities: Connects with other software systems, such as email, calendar, and third-party applications, to streamline operations.
- Reporting and Analytics: Generate detailed reports and analytics, providing insights into financial performance and customer behavior.
- Client Interaction Management: Logs and tracks communication with clients, ensuring consistent and effective customer service. This can also be used to help restaurant businesses schedule and manage reservations.
- Workflow Automation: Automates repetitive tasks and processes, improving efficiency and reducing the risk of errors.
Benefits of Accounting Software With CRM
Implementing accounting software with CRM provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved Data Accuracy: By connecting accounting and CRM systems, businesses reduce manual data entry, which minimizes the chances of errors.
- Enhanced Collaboration: Integrating these systems allows finance and sales teams to access the same data, improving interdepartmental collaboration.
- Real-Time Insights: Accessing up-to-date sales and financial data helps businesses make informed decisions and improve revenue forecasting.
- Centralized Customer Data: Centralizing customer information helps understand customer behavior better, leading to more personalized marketing campaigns and higher customer satisfaction.
- Reduced Redundancy: A single data entry point eliminates duplicate entries, streamlining processes and saving time.
- Better Financial Reporting: Accurate and consolidated sales, revenue, and client data enhance financial reporting and compliance.
- Increased Productivity: Automating workflows and reducing manual tasks free up time for employees to focus on strategic activities.
Costs & Pricing of Accounting Software with CRM
Selecting accounting software with CRM requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in accounting software with CRM solutions:
Plan Comparison Table for Accounting Software with CRM
| Plan Type | Average Price | $40 - $75/user/month |
| Free Plan | $0 | Basic contact management, limited users, basic reporting, and basic integrations |
| Personal Plan | $10-$30/user/month | Advanced contact management, email templates and tracking, custom fields, and basic automation |
| Business Plan | $40 - $75/user/moth | Team collaboration, advanced reporting, workflow automation, and third-party integrations |
| Enterprise Plan | $100 - $300/user/month | Customizable dashboards, advanced analytics, dedicated support, and APA access |
Accounting Software with CRM FAQs
Here are some answers to common questions about accounting software with CRM:
What issues are there with CRM systems?
Some common issues with CRM systems include poor user adoption, inaccurate or outdated data, and integration problems. Your team might struggle to use the CRM if it’s not user-friendly or lacks customization. Additionally, some systems can be costly or offer limited reporting and analytics features.
Are there any disadvantages of using CRM?
Yes, there are some disadvantages to using CRM systems. For instance, consolidating all your customer data in one place can be time-consuming and may lead to data limitations. Searching for specific customer information might also take more time than expected, and the initial setup can be complex.
How does data consolidation in CRM help accounting?
Data consolidation in a CRM helps accounting by providing a single source of truth for client information. This makes it easier for your team to access and manage client interactions, track billing and payments, and generate financial reports. It reduces the chances of errors and inconsistencies in financial data.
Can CRM software integrate with my existing accounting system?
Yes, many CRM software solutions offer integration capabilities with popular accounting systems like QuickBooks, Xero, and others. These integrations can help you sync data between the two platforms, streamline your workflows, and ensure that your financial data is always up-to-date.
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