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The right accounting workflow management software can help you streamline your accounting processes and improve efficiency. But finding the best tool for your unique business requirements can be a challenge, especially with so many options available.

In this post, I use my experience in financial management to build a complete list of the best accounting workflow management software. For each review, I’ll go over the pros and cons, features, and integrations that make these tools stand out among the rest. 

Whether you’re an SMB or a large enterprise, I know you’ll source your next accounting software in the list below.

Why Trust Our Software Reviews

We’ve been testing and reviewing accounting software since 2023. As CFOs ourselves, we know how critical and difficult it is to make the right decision when selecting software. 

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different finance and accounting use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.

Best Accounting Workflow Management Software Summary

Tools Price
BQE Core Pricing upon request
TaxDome From $58/user/month (billed annually)
Uku From $38/user/month
Canopy From $22/month (billed annually)
Firm360 From $59/user/month (min 3 seats)
OfficeTools WorkSpace Pricing upon request
Onvio Firm Management From $1,680/year + $99/user/year
CCH iFirm Pricing upon request
Financial Cents From $9/user/month (billed annually)
Aero From $135/user/month
Compare Software Specs Side by Side

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

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How to Choose Accounting Workflow Management Software

As you work through your own unique software selection process, keep the following points in mind:

  • Understand Your Firm’s Needs: Before diving into the selection process, it’s important to evaluate and understand the specific needs of your accounting firm. This involves identifying the key functionalities that the software must have to address your firm’s pain points. 
  • Consider the Price Point: While it might be tempting to go for the cheapest option available, it’s important to consider the long-term value and benefits of the software. Evaluate the total cost of ownership, including implementation, training, and ongoing support before making a decision.
  • Evaluate Cloud vs. On-Premise Solutions: The choice between cloud-based and on-premise software is a significant consideration. Cloud-based solutions offer benefits such as regular updates, scalability, and remote access, which are essential for firms with remote or distributed teams. On the other hand, on-premise solutions might be preferred by firms with specific security or compliance requirements. 
  • Check for Integration Capabilities: Integration with other tools and systems your firm already uses is crucial for seamless workflow management. Ensure that the software can integrate with your existing accounting software, CRM, document management systems, and other essential tools. This will help avoid data silos and streamline processes.
  • Assess User-Friendliness and Support: The software should be easy to use and come with adequate support and training resources. A user-friendly interface will ensure the team can quickly adapt to the new system without extensive training. Additionally, reliable customer support is essential for addressing any issues that arise during implementation and daily use. 

Best Accounting Workflow Management Software Reviews

Below, I provide an in-depth analysis and overview of each accounting workflow management software. I will walk you through the pros and cons of each tool, their features, and their best use cases.

Best for real-time project status and automation

  • Pricing upon request
Visit Website
Rating: 4.5/5

BQE Core is an all-in-one accounting and invoicing software designed for architecture, consulting firms, engineering, and professional services. It offers real-time project status updates and automated reporting, making it ideal for firms needing advanced project management and financial insights.

Why I picked BQE Core: BQE Core provides strong capabilities in providing real-time project status updates and automated reporting. This tool stands out due to its ability to offer real-time visibility into project performance, which is important for making informed decisions and improving project outcomes. Additionally, its automated reporting features save time and provide deeper insights into project and client profitability.

Standout features & integrations:

Features include real-time visibility into project progress and budget utilization, automated reporting with customizable dashboards, task allocation, and forecasting. 

Integrations include QuickBooks, Xero, MYOB, Dropbox, Google Drive, Microsoft Outlook, Slack, Salesforce, HubSpot, and Zapier.

Pros and cons

Pros:

  • Real-time project updates
  • Automated reporting
  • Robust task allocation

Cons:

  • Limited customization options
  • Customization limitations

Best for client communication and CRM

  • Free demo available
  • From $58/user/month (billed annually)
Visit Website
Rating: 4.5/5

TaxDome is a strong practice management software designed for tax and accounting firms, offering a suite of tools to streamline client communication and document management.

Why I picked TaxDome: TaxDome offers advanced client communication and document management capabilities through an integrated built-in messenger. Combined with a secure client portal, the software stands out most for firms that prioritize seamless client interactions and secure document exchanges.

Standout features & integrations:

Features include a secure client portal, built-in messenger, notifications, unlimited clients and storage, and free support and education. TaxDome also offers customizable digital intake forms, time and billing integration, and automated workflows to enhance efficiency.

Integrations include QuickBooks Online, Calendly, Stripe, CPACharge, Zapier, Drake, UltraTax, Lacerte, CCH, and TaxWise.

Pros and cons

Pros:

  • Unlimited clients and storage
  • Built-in messenger
  • Secure client portal

Cons:

  • Limited API access
  • Occasional integration issues

Best for automated workflows and CRM integration

  • Free trial available
  • From $38/user/month
Visit Website
Rating: 4.7/5

Uku is an accounting workflow management tool offering CRM, time tracking, team collaboration, task management, billing, and workflow automation. It integrates with popular accounting platforms and provides resources like case studies, blogs, webinars, and a knowledge base. 

Why I picked Uku: Uku is ideal for its strong automated workflows and CRM integration, which set it apart from other accounting workflow management software. Its ability to streamline complex processes and integrate seamlessly with CRM systems makes it best suited for accounting firms looking to enhance firm profitability and client satisfaction.

Standout features & integrations:

Features include automated workflows, CRM integration, time tracking, team collaboration, task management, and billing. 

Integrations include Xero, QuickBooks, E-conomic, Tripletex, and Companies House.

Pros and cons

Pros:

  • Time tracking
  • CRM integration
  • Automated workflows

Cons:

  • Limited third party integrations
  • Limited customization options

Best for all-in-one practice management

  • 15-day free trial
  • From $22/month (billed annually)
Visit Website
Rating: 4.5/5

Canopy is an accounting firm workflow management solution that integrates client engagement, document management, workflow management, time and billing, and tax resolution into a single platform. This makes it an ideal solution for streamlining day-to-day operations and enhancing efficiency for accounting firms.

Why I picked Canopy: Canopy is known for its advanced all-in-one practice management capabilities. The software’s large suite of features cover every aspect of accounting practice management, from client engagement to document management and workflow optimization. Additionally, its intuitive interface streamlines complex workflows, allowing teams to collaborate efficiently and automate routine tasks, which enhances productivity and reduces errors.

Standout features & integrations:

Features include AI capabilities, strategic insights, a mobile app, a client portal, and tools for engagements and proposals. Canopy also offers solutions for time and billing, tax resolution, and document management.

Integrations include QuickBooks, Xero, Microsoft Office 365, Google Workspace, Zapier, Stripe, PayPal, Docusign, RightSignature, and Slack.

Pros and cons

Pros:

  • Strong customer support
  • User-friendly interface
  • Comprehensive feature set

Cons:

  • Complex setup process
  • Limited customization options

Best for project management and client portal

  • From $59/user/month (min 3 seats)
Visit Website
Rating: 4.7/5

Firm360 is an accounting practice management software designed to streamline every aspect of an accounting firm's operations, from project management to billing. Its advanced project management capabilities allow firms to manage projects efficiently and effectively.

Why I picked Firm360: Firm360 comes with advanced project management features that allow users take their tasks and assignments into their own hands. With the ability to have a complete overview of their projects, teams can effectively eliminate manual entry errors and increase staff productivity. Additionally, Firm360's all-in-one system ensures there are no double entry errors and offers advanced reporting capabilities for further project analysis.

Standout features & integrations:

Features include project management, document management, client management, a client portal, time and billing, and advanced reporting. Firm360 allows users to stay on top of their team's workflow, monitor project progress in real-time, and access and organize documents effortlessly.

Integrations include QuickBooks, RightSignature, Microsoft Office 365, Google Drive, Dropbox, Box, Xero, Zapier, Slack, and Microsoft Teams.

Pros and cons

Pros:

  • Comprehensive project management
  • Advanced reporting capabilities
  • Real-time project tracking

Cons:

  • Limited customization options
  • Steep learning curve

Best for integrated time tracking and billing

  • Pricing upon request

OfficeTools WorkSpace is a time and billing software designed for accountants, offering features such as tax integration, online payments, and mobile app access. 

Why I picked OfficeTools WorkSpace: OfficeTools WorkSpace streamlines the integration of time and billing management, which sets it apart from other accounting workflow management software. The software's ability to centralize various accounting tasks, from project tracking to billing, makes it an invaluable tool for accounting professionals. 

Standout features & integrations:

Features include a central dashboard for managing client data, tracking due dates, and automating billing. The software also offers a mobile app for remote work, and APX PayNow for faster payments. 

Integrations include QuickBooks, Lacerte Tax, Microsoft Excel, Microsoft Outlook, Canon, Lucion FileCenter, Crexendo, Dymo Label, Google Maps, and Microsoft Office 365.

Pros and cons

Pros:

  • Integrated payments
  • Mobile app access
  • Comprehensive dashboard

Cons:

  • Steep learning curve
  • Limited customization

Best for cloud-based document management

  • Free demo available
  • From $1,680/year + $99/user/year

Onvio Firm Management is a cloud-based accounting practice management software designed to streamline workflow and keep firms connected to their clients. 

Why I picked Onvio Firm Management: Onvio Firm Management thrives off a strong cloud-based infrastructure, which allows for seamless integration with popular document-sharing platforms and enterprise-level security options. Along with this feature, it offers a flexible, web-based platform that supports firms of all sizes, ensuring data safety and accessibility from any device.

Standout features & integrations:

Features include document management, centralized client communication portals, and powerful time tracking and billing capabilities. 

Integrations include Dropbox, Google Drive, Box, Microsoft Office, QuickBooks, Xero, Sage, FreshBooks, Zoho Books, and HubSpot.

Pros and cons

Pros:

  • Mobile accessibility
  • Secure client portals
  • Comprehensive document management

Cons:

  • Customization constraints
  • Higher cost for additional users

Best for centralized client database and capacity planning

  • Pricing upon request

CCH iFirm is a cloud-based practice management ecosystem designed to increase efficiency in accounting practices. Its large suite of tools help to streamline workflow management for accountants.

Why I picked CCH iFirm: CCH iFirm runs on a cloud-based ecosystem that integrates various practice management functions into a single platform. Additionally, the software offers a centralized client database, job allocation, online invoicing, and capacity planning, all of which are essential for modern accounting practices.

Standout features & integrations:

Features include a centralized client database, job allocation, online invoicing, capacity planning, and analytics. 

Integrations include Docusign, Microsoft Office, QuickBooks, Xero, MYOB, Sage, Dropbox, Google Drive, OneDrive, and Box.

Pros and cons

Pros:

  • Effective capacity planning
  • Comprehensive job allocation
  • Centralized client database

Cons:

  • Complex setup process
  • Limited customization options

Best for automated client reminders and task tracking

  • 14-day free trial
  • From $9/user/month (billed annually)

Financial Cents is an accounting practice management software designed to help firms track client work, improve internal communication, and ensure no project falls through the cracks.

Why I picked Financial Cents: Financial Cents is known for its advanced internal communication and project tracking capabilities. The software excels in providing a centralized platform where teams can easily collaborate and track the status of client tasks. Ultimately, this makes it particularly effective for firms that need to streamline their internal processes and ensure timely project completion.

Standout features & integrations:

Features include project management, workflow automation, email management, client database, client portal, document management, and time tracking and billing. 

Integrations include QuickBooks Online, Gmail, Outlook, SmartVault, Typeform, Zapier, Google Drive, Dropbox, OneDrive, and Xero.

Pros and cons

Pros:

  • Comprehensive client database
  • Effective internal communication
  • Strong project tracking

Cons:

  • Steep learning curve
  • No mobile app

Best for built-in checklists and procedure guides

  • 30-day free trial
  • From $135/user/month

Aero is an advanced accounting workflow and practice management software designed specifically for accountants. It offers features such as built-in checklists, custom checklist creation, and detailed procedure guides for accounting and bookkeeping tasks.

Why I picked Aero: Aero provides a unique focus on built-in checklists and procedure guides, which are essential for maintaining consistency and accuracy in accounting tasks. To compliment this feature, the software also offers a large suite of tools that streamline task management, ensuring that deadlines are met and tasks are efficiently tracked, avoiding potential bottlenecks.

Standout features & integrations:

Features include built-in checklists for common accounting tasks, detailed procedure guides, and the ability to create and store custom checklists. Aero Workflow also offers real-time tracking of task status, built-in time tracking, and over 20 customizable reports for deep insights into firm performance.

Integrations include QuickBooks Online, QuickBooks Time, Office 365, Zapier, and an open API for custom integrations.

Pros and cons

Pros:

  • Customizable reports
  • Detailed procedure guides
  • Built-in checklists

Cons:

  • No built-in client portal
  • Limited native integrations

Other Accounting Workflow Management Software

Below is a list of additional accounting workflow management software that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.

  1. Xenett

    Best for AI-based error detection and real-time collaboration

  2. Pixie

    Best for flat fee pricing and personalized support

  3. Xero

    Best for cloud-based accounting

  4. FloQast

    Best for financial close management

  5. Clio

    Best for legal accounting features

  6. NetSuite

    Best for ERP integration

  7. Karbon

    Best for team collaboration

  8. Growfin

    Best for revenue operations

  9. QuickBooks

    Best for small business accounting

  10. Keeper

    Best for client collaboration

  11. Jetpack Workflow

    Best for workflow automation

If you still haven't found what you're looking for here, check out these tools closely related to accounting software that we've tested and evaluated.

Accounting Workflow Management Software Selection Criteria

The criteria for choosing an accounting workflow management software should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:

Core Functionality: 25% of Total Weighting Score

  • General ledger management
  • Accounts payable and receivable
  • Financial reporting and analysis
  • Budgeting and forecasting
  • Bank reconciliation

Additional Standout Features: 25% of Total Weighting Score

  • Integration with third-party applications
  • Advanced data analytics and reporting tools
  • Customizable dashboards
  • Automation of repetitive tasks
  • Mobile accessibility

Usability: 10% of Total Weighting Score

  • Intuitive user interface
  • Drag-and-drop functionality
  • Customizable workflows
  • Role-based access control
  • Aesthetic design

Onboarding: 10% of Total Weighting Score

  • Availability of training videos
  • Interactive product tours
  • Chatbots for instant support
  • Webinars for in-depth training
  • Pre-built templates for quick setup

Customer Support: 10% of Total Weighting Score

  • 24/7 availability
  • Multiple support channels (email, phone, chat)
  • Dedicated account managers
  • Comprehensive knowledge base
  • Fast response times

Value For Money: 10% of Total Weighting Score

  • Competitive pricing
  • Transparent pricing models
  • Flexible subscription plans
  • Cost-benefit analysis
  • Discounts for long-term commitments

Customer Reviews: 10% of Total Weighting Score

  • Overall satisfaction ratings
  • Feedback on ease of use
  • Comments on customer support
  • Insights on feature effectiveness
  • User recommendations and testimonials

Here are some trends I’ve noticed for accounting workflow management software, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.

  • Automation: Automation continues to revolutionize accounting by streamlining repetitive tasks such as data entry and payroll processing. This trend is vital as it saves time, reduces costs, and minimizes human errors, allowing accountants to focus on higher-value activities. 
  • Artificial Intelligence (AI): AI is set to play a significant role in accounting, as they can automate complex tasks, provide predictive insights, and enhance decision-making processes. The integration of AI in accounting software will enable firms to offer high-level advisory services and improve operational efficiency.
  • Cloud Accounting Technology: Cloud-based solutions are transforming the accounting industry by enabling remote work and real-time collaboration. These technologies offer enhanced security, scalability, and accessibility, making them indispensable for modern accounting practices. 
  • Blockchain Technology: Blockchain is emerging as a powerful tool for ensuring transparency, immutability, and accuracy in financial transactions. Its adoption in accounting is expected to grow, providing benefits such as reduced fraud risks, streamlined auditing processes, and lower business costs. 
  • Data Analytics and Forecasting Tools: Data analytics and forecasting tools are becoming essential for accountants to uncover insights, identify trends, and make informed decisions. These tools enable proactive financial management and strategic planning, helping firms optimize cash flow, reduce costs, and improve investment decisions.

What Is Accounting Workflow Management Software?

Accounting workflow management software is a tool designed to automate and streamline the various processes involved in managing financial tasks within an organization. It’s used by accountants, financial managers, and business owners to ensure accuracy, compliance, and efficiency in financial operations. 

The components of accounting workflow management software typically include modules for accounts payable and receivable, general ledger, payroll, and financial reporting. These modules work together to provide a strong solution for managing financial data, ensuring that all transactions are recorded accurately and in compliance with regulatory standards. 

Features of Accounting Workflow Management Software

When choosing accounting workflow management software, it's important to understand the key features that help you manage your financial processes effectively. Here are the most important features to look for:

  • Automation: Reduces manual data entry and minimizes errors, saving time and increasing accuracy.
  • Integration: Connects with other business systems like CRM and ERP, ensuring seamless data flow across your organization.
  • Real-Time Reporting: Provides up-to-date financial information, helping you make informed decisions quickly.
  • User Permissions: Allows you to control access to sensitive financial data, enhancing security and compliance.
  • Customizable Workflows: Lets you tailor processes to fit your specific business needs, improving efficiency.
  • Scalability: Grows with your business, ensuring the software remains useful as your company expands.
  • Mobile Access: Enables you to manage your finances on the go, providing flexibility and convenience.
  • Audit Trail: Tracks all changes and transactions to easily identify and resolve discrepancies.
  • Customer Support: Offers assistance, ensuring you can resolve issues quickly.
  • Cost Management: Helps you track and control expenses, improving your overall financial health.

Benefits of Accounting Workflow Management Software

Accounting workflow management software not only enhances efficiency but also ensures accuracy and compliance, making it a valuable asset for any business. Below are some of the primary benefits of using accounting workflow management software:

  • Increased Efficiency: By automating repetitive tasks and streamlining processes, the software significantly reduces the time and effort required to complete accounting tasks, allowing staff to focus on more strategic activities.
  • Enhanced Accuracy: The software minimizes human errors by automating data entry and calculations, ensuring that financial records are precise and reliable.
  • Improved Compliance: With built-in compliance features, the software helps organizations adhere to regulatory requirements, reducing the risk of legal issues and penalties.
  • Better Collaboration: The software facilitates seamless communication and collaboration among team members, enabling them to work together more effectively and share information in real time.
  • Cost Savings: By reducing the need for manual labor and minimizing errors, the software helps organizations save on operational costs, ultimately improving their bottom line.

Investing in accounting workflow management software can transform the way your organization handles its financial processes, leading to greater efficiency, accuracy, and cost savings. This makes it a smart choice for any business looking to stay competitive in the market.

Costs & Pricing of Accounting Workflow Management Software

Selecting the right accounting workflow management software involves understanding the different pricing plans and features that fit your specific needs. Whether you are a small business looking for basic tools or a large enterprise requiring advanced features, accounting workflow management software offers several pricing options to meet various requirements. 

Below is a breakdown of the typical plans and pricing associated with this type of software.

Plan Comparison Table for Accounting Workflow Management Software

Plan TypeAverage PriceCommon Features
Free Plan$0Basic task management, limited users, and basic reporting
Personal Plan$10 - $30 per user/monthTask management, basic automation, limited integrations, and basic support
Business Plan$50 - $90 per user/monthAdvanced task management, workflow automation, integrations, and advanced reporting
Enterprise PlanCustom PricingFull feature set, unlimited users, advanced security, and dedicated support
A breakdown of plan types, costs, and features for accounting workflow management software.

When choosing a plan, consider your business size and feature needs, balancing costs with the essential tools required to manage your accounting workflows effectively.

Accounting Workflow Management Software FAQs

Here are some frequently asked questions I’ve received regarding accounting workflow management software.

How can I integrate accounting workflow management software with my existing ERP system?

Most accounting workflow management software offers integration capabilities with popular ERP systems. You will typically need to use APIs or middleware to facilitate the data exchange between the two systems. Check the software documentation for specific integration guides or consult with the software provider’s support team for assistance.

What are the best practices for migrating data to a new accounting workflow management software?

When migrating data, start by backing up your existing data. Cleanse the data to remove any duplicates or errors. Use the import tools provided by the new software to map your data fields correctly. Conduct a test migration to ensure everything transfers accurately before performing the final migration.

How do I ensure data security and compliance when using accounting workflow management software?

Ensure the software complies with relevant regulations such as GDPR or SOX. Use strong, unique passwords and enable multi-factor authentication. Regularly update the software to patch any security vulnerabilities. Additionally, restrict access to sensitive data based on user roles and permissions.

Can accounting workflow management software handle multi-currency transactions?

Yes, many accounting workflow management software solutions support multi-currency transactions. They can automatically convert currencies based on real-time exchange rates and generate reports in different currencies. Verify that the software you choose supports the specific currencies you deal with.

What kind of customer support can I expect from accounting workflow management software providers?

Customer support varies by provider but typically includes options like email support, live chat, and phone support. Some providers also offer dedicated account managers, online knowledge bases, and community forums. Check the support hours and response times to ensure they meet your business needs.

How can I customize the accounting workflow management software to fit my business processes?

Most software solutions offer customization options such as custom fields, workflows, and reports. You can often tailor the software to match your specific business processes by configuring these settings. Some providers also offer professional services to help with more complex customizations.

How do I measure the ROI of accounting workflow management software?

Measure ROI by comparing the costs of the software against the benefits it provides. Track metrics such as time saved on manual processes, reduction in errors, and improved financial reporting accuracy. Calculate the financial impact of these improvements to determine the software’s ROI.

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Simon Litt
By Simon Litt

Simon Litt is the editor of The CFO Club, specializing in covering a range of financial topics. His career has seen him focus on both personal and corporate finance for digital publications, public companies, and digital media brands across the globe.