18 Best B2B Accounting Software Reviewed in 2025
Best B2B Accounting Software Shortlist
Here’s my shortlist of the best B2B accounting software:
Our one-on-one guidance will help you find the perfect fit.
Tracking invoices, managing cash flow, and staying compliant shouldn’t be a headache; instead, you need a B2B accounting software that automates tasks, integrates easily, and gives you real-time insights.
As a financial controller, I’ve worked with plenty of accounting tools and know what actually makes a difference. The best B2B accounting software doesn’t just handle transactions—it simplifies reporting, speeds up approvals, and helps you make smarter financial decisions.
To make your search easier, I tested and reviewed top B2B accounting software options. In this article, you’ll find a list of tools guaranteed to help you automate workflows, improve accuracy, and take control of your finances. So, let’s find the right fit for your business.
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Best B2B Accounting Software Summary
This comparison chart summarizes pricing details for my top B2B accounting software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Zoho Books Zoho Books offers a cloud-based accounting solution that integrates with several other software types. | Best for integration | Free trial + free plan available | From $15/month (billed annually) | Website |
| 2 |  FreeAgent FreeAgent simplifies accounting for freelancers and small businesses. | Best for freelancers | 30-day free trial | From $13.50/user/month | Website |
| 3 |  Regpack Regpack simplifies online registration and payment for events and education. | Best for registration payments | Not available | From $8/month/license | Website |
| 4 |  Denali Business Denali Business offers payroll, secure data, and customizable reports. | Best for non-profits | Free demo available | Pricing upon request | Website |
| 5 |  Billtrust Billtrust streamlines accounts receivable automation for efficient billing. | Best for invoicing automation | Free demo available | Pricing upon request | Website |
| 6 |  Refrens Refrens helps traders manage financial operations with ease and organization. | Best for B2B traders | Free plan available | Pricing upon request | Website |
| 7 |  Dryrun Dryrun helps businesses and advisors manage financial planning effectively. | Best for cash flow forecasting | Free demo available | Pricing upon request | Website |
| 8 |  Kashoo Kashoo offers simple online accounting for small businesses and freelancers. | Best for simplicity | 14-day free trial | From $20/month | Website |
| 9 |  BlueLink BlueLink helps small wholesalers manage inventory, orders, and accounting. | Best for wholesale industries | Free demo available | Pricing upon request | Website |
| 10 |  AccountEdge AccountEdge streamlines accounting for small to medium-sized businesses. | Best for desktop users | 30-day free trial | From $20/month | Website |
Best B2B Accounting Software Review
Below are my detailed summaries of the best B2B accounting software that made it onto my shortlist. My reviews offer an in-depth look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Zoho Books is a cloud-based accounting software designed for small to medium-sized businesses. It provides a well-rounded, and easy-to-use solution for managing your finances.
Why I picked Zoho Books: Zoho Books excels in integration capabilities, making it easy for your business to connect with other Zoho apps and third-party tools. Its automated workflows and reminders help you stay on top of billing and payments. You can also use the client portal to collaborate with clients and share transaction details. Additionally, it supports multi-currency transactions, which is beneficial if your business operates globally.
Standout features & integrations:
Features include automated bank feeds that sync your transactions for accurate records. The customizable templates allow you to tailor invoices and estimates to match your brand. You can also set up recurring transactions to save time on repetitive tasks.
Integrations include Zoho CRM, Zoho Projects, PayPal, Stripe, Square, Office 365, G Suite, Slack, Zapier, and Mailchimp.
Pros and cons
Pros:
- Client collaboration portal
- Multi-currency support
- Automated workflows
Cons:
- Limited offline functionalities
- Limited advanced reporting
FreeAgent is a small business accounting software designed primarily for freelancers small business owners.
Why I picked FreeAgent: FreeAgent offers tailored features like invoicing and expense tracking that cater specifically to small businesses, entrepreneurs, and freelance operators. Its user-friendly interface makes it easy for individuals to manage their finances without needing extensive accounting knowledge. Plus, the software's tax filing capabilities are particularly beneficial for self-employed users. Lastly, it integrates with popular apps that freelancers often use, enhancing its utility for this user base.
Standout features & integrations:
Features include invoicing, expense tracking, and payroll management. You can easily file sales taxes directly through the platform, which simplifies the financial year-end process. Plus, the cash flow insights provided are vital for freelancers managing irregular income streams.
Integrations include Amazon, PayPal, Stripe, GoCardless, and Zapier.
Pros and cons
Pros:
- Regular feature updates
- Automatic bank feeds
- Supports multiple currencies
Cons:
- Basic reporting features
- Limited customization options
Regpack is a registration and payment management software aimed at organizations that require online registration and payment processing. It serves event planners, educational institutions, and camps, offering a streamlined process for managing participant data entry and payments.
Why I picked Regpack: Regpack excels in handling registration payments, making it ideal for organizations with complex registration needs. Its automated payment collection feature ensures you never miss a payment deadline. The software also allows you to customize registration forms to gather the specific data you need from participants. Additionally, real-time analytics provide insights into registration trends and payment statuses, helping you manage your operations more effectively.
Standout features & integrations:
Features include flexible payment scheduling, allowing registrants to pay in installments or set up automated payments. Its integrated discount and coupon management tool enables you to offer promotions and special pricing. Plus, the software’s secure payment processing ensures transactions are encrypted and compliant with industry standards.
Integrations include Salesforce, Mailchimp, QuickBooks Online, Constant Contact, and Authorize.Net.
Pros and cons
Pros:
- Supports multiple payment methods
- Real-time reporting capabilities
- Automated payment collection
Cons:
- Limited offline capabilities
- Can be complex to set up
Denali Business is an accounting solution designed for nonprofits and small to mid-sized businesses. It provides key business functions like payroll management, secure data handling, and customizable reporting.
Why I picked Denali Business: Denali Business is tailored for nonprofits, offering features that cater specifically to their financial needs. It includes a secure audit trail and flexible reporting options, which are essential for non-profit transparency. The software's modular design also allows you to add or remove features as needed, making it adaptable for various organizational sizes.
Standout features & integrations:
Features include customizable reporting that suits various business needs. The software’s secure data management system features a tamper-proof audit trail, enhancing data integrity. Additionally, its user-friendly interface simplifies complex accounting tasks for your team.
Integrations include Denali Fund, Denali Payroll, and various productivity apps.
Pros and cons
Pros:
- Modular system design
- Customizable reporting
- Secure audit trail
Cons:
- Complex onboarding process
- Requires training for setup
Billtrust is an accounts receivable automation software designed for businesses seeking efficient billing and payment processes.
Why I picked Billtrust: Billtrust excels in automating invoicing, making it ideal for businesses that handle high volumes of transactions. Its invoice delivery feature ensures your clients receive bills promptly, reducing payment delays. The software’s automated payment processing also helps speed up cash flow without manual intervention from your team.
Standout features & integrations:
Features include a predictive cash application, which reduces the time spent on matching payments to invoices. The customer portal allows clients to view and pay invoices online, enhancing convenience. Additionally, Billtrust's detailed analytics offer insights into your accounts receivable performance.
Integrations include SAP, Oracle, QuickBooks Online, Sage, Salesforce, Microsoft Dynamics, and Epicor.
Pros and cons
Pros:
- Customer self-service portal
- Predictive cash application
- Automated invoice delivery
Cons:
- May require training for users
- Initial setup complexity
Refrens is designed to help B2B traders efficiently manage their financial operations and transactions, making business processes more organized and hassle-free.
Why I picked Refrens: Refrens is specifically designed for B2B traders, offering features like easy invoicing and payment tracking to suit their needs. Its platform allows you to create professional invoices quickly, which is important for maintaining cash flow. The software also supports multiple payment gateways, giving your clients flexibility in how they pay, while its expense tracking features help you keep an eye on business costs, ensuring accurate financial records.
Standout features & integrations:
Features include automatic invoice payment reminders, which help your team follow up without manual intervention. The software also offers customizable invoice templates, allowing you to maintain brand consistency. Additionally, you can easily access reports that provide insights into your business's financial health.
Integrations include Razorpay, Instamojo, PayPal, Stripe, and Paytm.
Pros and cons
Pros:
- Detailed financial reporting
- Multiple payment gateway support
- Tailored for B2B transactions
Cons:
- Not ideal for large enterprises
- Limited advanced features
Dryrun is a tool designed to support small to medium-sized businesses and financial advisors in effectively handling their financial planning and decision-making processes. It empowers users to gain a clearer understanding of their finances.
Why I picked Dryrun: Dryrun excels in cash flow forecasting, making it valuable for businesses looking to plan and manage their finances effectively. It allows you to create multiple financial scenarios, giving you insights into potential outcomes. The tool's visualization features also make complex financial data easy to understand for you and your team. Additionally, Dryrun supports team collaboration, enabling you to work with your co-workers or clients on financial planning.
Standout features & integrations:
Features include scenario planning, which allows you to simulate different financial situations. The software’s real-time data syncing ensures your cash flow forecasts stay up to date with the latest financial information. Plus, its customizable dashboards allow you to tailor visual reports to highlight key cash flow metrics.
Integrations include Xero, QuickBooks Online, Pipedrive, Clio, and FreshBooks.
Pros and cons
Pros:
- Flexible budgeting tools
- Detailed financial projections
- Visualizes cash flow trends
Cons:
- Limited customization options
- Requires learning curve
Kashoo is an online accounting software designed for small businesses and freelancers who need straightforward financial management.
Why I picked Kashoo: Kashoo is perfect if you want a simple start and easy-to-use accounting tool. It offers features like automatic bank reconciliation, which saves you time by syncing transactions with your bank account. Additionally, with its intuitive dashboard, you can quickly view your financial status at a glance, while its real-time reports help you make informed decisions without sifting through complex data.
Standout features & integrations:
Features include project management tracking, which lets you manage and allocate expenses to different projects. The software’s multi-currency support is especially beneficial if you deal with international clients. You can also set up recurring invoices, ensuring timely billing for regular clients.
Integrations include Stripe, Square, PayPal, FreshBooks, and BluePay.
Pros and cons
Pros:
- Multi-currency support
- Real-time financial reports
- Automatic bank reconciliation
Cons:
- Basic customization options
- Limited advanced features
BlueLink is an ERP and accounting system designed for small to medium-sized wholesale and distribution businesses. It offers inventory management, order processing, and accounting functionalities to streamline business operations.
Why I picked BlueLink: BlueLink is ideal for wholesale industries due to its specialized inventory management features. It allows you to track inventory across multiple locations, ensuring efficient stock management. The software's order processing capabilities also help you manage sales and purchase orders seamlessly. Additionally, its accounting module integrates financial data, providing an advanced view of your business's financial health.
Standout features & integrations:
Features include detailed inventory management that allows you to track items in real-time. The software supports barcode scanning, which simplifies the inventory counting process. Plus, BlueLink also offers detailed sales reporting, helping you analyze business performance effectively.
Integrations include Shopify, Amazon, Magento, Salesforce, QuickBooks Online, UPS, FedEx, Mailchimp, Stripe, and ShipStation.
Pros and cons
Pros:
- Comprehensive order processing
- Detailed sales reporting
- Multi-location inventory tracking
Cons:
- Limited customization options
- May require training
AccountEdge is an accounting software designed to meet the needs of small to medium-sized businesses, offering tools to handle various financial tasks efficiently.
Why I picked AccountEdge: AccountEdge is perfect for desktop users who prefer a traditional software experience. It provides a range of features like inventory tracking and advanced payroll capabilities, allowing your team to manage finances effectively. Along with these key features, the software's time billing is particularly useful for businesses that bill clients based on hours worked. Additionally, as an added bonus, its local installation ensures data control and security are maintained on your premises.
Standout features & integrations:
Features include strong offline access, ensuring you can manage finances without needing an internet connection. The customizable reporting feature allows you to generate detailed financial insights tailored to your business needs. You can also access multi-currency support, making it easier to handle transactions in different currencies.
Integrations include Shopify, UPS, Microsoft Power BI, Dropbox, and Square.
Pros and cons
Pros:
- Strong payroll features
- Local data storage
- Advanced inventory management
Cons:
- Requires regular software updates
- Limited cloud access
Other B2B Accounting Software
Here are some additional B2B accounting software options that didn’t make it onto my shortlist, but are still worth checking out:
- Sage Intacct
For mid-sized companies
- QuickBooks Online
For small businesses
- Maxio
For subscription businesses
- FloQast
For financial close management
- Tipalti
For global payment automation
- Wave
For all-encompassing features
- Netgain
For cloud hosting solutions
- NetSuite Cloud Accounting
For ERP integration
B2B Accounting Software Selection Criteria
When selecting the best B2B accounting software to include in this list, I considered common buyer needs and pain points like integration capabilities and compliance with industry regulations. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to incorporate these accounting features and fulfill these common use cases:
- Manage invoicing and billing
- Track expenses and receipts
- Generate financial reports and balance sheets
- Reconcile bank transactions
- Support payroll processing
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- Multi-currency support
- Customizable dashboards
- Advanced analytics and insights
- Automated tax calculations
- Integration with ecommerce platforms
- Time tracking
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Easy navigation
- Minimal training required
- Mobile app accessibility
- Clear and concise user guides
- Multi-payment methods (i.e. credit cards, direct deposit, etc.)
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to onboarding webinars
- Step-by-step setup guides
- Responsive chat support during setup
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Fast response times
- Knowledgeable support staff
- Comprehensive online help center
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Transparent pricing structure
- Feature set matching price
- Discounts for annual subscriptions
- Free accounting trial or demo availability
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Consistency of positive feedback
- Commonly mentioned pain points
- Frequency of feature updates
- Customer testimonials and case studies
How to Choose B2B Accounting Software
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 | Make sure the software can grow with your business. Check if it can handle increased transaction volume, users, and additional features without performance issues. |
| Integrations | Look for software that connects with the tools your team already uses, like CRM, ecommerce platforms, and online payment gateways, to streamline operations. |
| Customizability | Ensure the software allows you to tailor reports, dashboards, and workflows to fit your business processes and needs. |
| Ease of Use | Choose software that your team can quickly learn and navigate. A friendly interface reduces training time, increases productivity, and boosts overall user experience. |
| Budget | Compare pricing plans and ensure they align with your financial constraints. Consider any additional costs for upgrades, support, or add-ons. |
| Security Safeguards | Verify that the software offers data encryption, access controls, and regular security updates to protect sensitive financial information. |
| Support Services | Evaluate the availability and quality of customer support. Fast and reliable support can save time and prevent disruptions. |
| Reporting Features | Check if the software provides comprehensive reporting tools that give insights into financial health, helping you make informed business decisions. |
Trends in B2B Accounting Software
In my research, I sourced countless product updates, press releases, and release logs from different B2B accounting software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: Vendors are incorporating AI to offer predictive analytics and real-time insights to help businesses make informed decisions quickly. For example, some tools use AI to analyze spending patterns and suggest cost-saving measures.
- Blockchain for Transparency: Some software solutions are exploring blockchain for secure and transparent transactions. This technology can enhance trust in financial records, especially for businesses dealing with record transactions.
- Sustainability Tracking: There's growing interest in tracking and reporting environmental impact. Now, accounting software is beginning to incorporate features that help businesses measure their carbon footprint and sustainability metrics.
- Enhanced User Personalization: Tools are allowing more user-specific customization, letting businesses tailor dashboards and reports. This trend helps users focus on the most relevant data for their roles, improving efficiency.
- Real-Time Collaboration Tools: Features that support real-time collaboration are gaining traction, allowing teams to work together on financial documents and reports. Ultimately, this improves accuracy and speeds up the decision-making process.
What Is B2B Accounting Software?
B2B accounting software is a tool that helps businesses manage/categorize their financial transactions and records efficiently. Typically used by accountants, finance teams, and business managers, these tools provide value by simplifying complex financial processes and ensuring accuracy in reporting.
This type of software often includes key features like invoicing, expense tracking, double-entry accounting, and reporting support to aid users with financial management and informed decision-making. Overall, B2B accounting software enhances financial visibility and operational efficiency.
Features of B2B Accounting Software
When selecting B2B accounting software, keep an eye out for the following key features:
- Invoicing: Automates billing processes, ensuring timely and accurate bookkeeping and invoicing to improve cash flow.
- Expense Tracking: Monitors business expenses, helping to keep financial records up-to-date and supporting budgeting.
- Financial Reporting: Generates detailed reports that provide insights into financial health and aid in strategic decision-making.
- Payroll Management: Manages employee salaries and deductions, ensuring accurate and timely payroll processing.
- Multi-Currency Support: Handles transactions in different currencies, which is essential for businesses operating globally.
- Customizable Dashboards: Allows users to tailor the interface to display the most relevant information for their roles.
- Real-Time Collaboration: Facilitates teamwork by allowing multiple users to work on financial documents simultaneously.
- Predictive Analytics: Uses AI to forecast financial trends, helping businesses make proactive decisions.
- Inventory Management: Keeps track of stock levels and reorders, which is crucial for businesses with physical products.
- Security Safeguards: Protects sensitive financial data with encryption and access controls, ensuring compliance with data protection standards.
Benefits of B2B Accounting Software
Implementing B2B accounting software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved Accuracy: Automated processes like invoicing and expense tracking reduce human error and ensure precise financial data.
- Time Savings: Features like payroll management and automated reporting free up time for your team to focus on strategic tasks.
- Better Decision-Making: Access to predictive analytics and detailed financial reports helps you make informed business decisions.
- Enhanced Collaboration: Real-time collaboration tools allow your team to work together seamlessly, improving productivity.
- Scalability: Multi-currency support and customizable dashboards ensure the software grows with your business needs.
- Cost Efficiency: Streamlined processes and reduced manual tasks lead to lower operational costs and better resource allocation.
- Data Security: Security safeguards protect sensitive financial information, ensuring compliance with industry regulations.
Costs and Pricing of B2B Accounting Software
Selecting B2B accounting software 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 B2B accounting software solutions:
Plan Comparison Table for B2B Accounting Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/month | Basic invoicing, expense tracking, and limited reporting. |
| Personal Plan | $5-$25/user/month | Invoicing, basic reporting, multi-currency support, and simple expense tracking. |
| Business Plan | $30-$75/user/month | Advanced reporting, project tracking, payroll management, and integrations. |
| Enterprise Plan | $80-$150/user/month | Customizable dashboards, predictive analytics, extensive integrations, and enhanced security. |
B2B Accounting Software FAQs
Here are some answers to common questions about B2B accounting software:
How does B2B accounting software handle multi-currency transactions?
B2B accounting software often includes multi-currency support to help businesses manage transactions in different currencies. This feature allows you to record, convert, and report on foreign currency transactions accurately. Software solutions typically offer real-time exchange rates and automatic currency conversion, which simplifies international business operations.
Is cloud-based B2B accounting software secure?
Cloud-based B2B accounting software typically employs multiple security measures to protect your financial data. These measures include data encryption, secure access controls, and regular security updates. It’s crucial to choose a provider that complies with industry standards and regulations to ensure the highest level of data protection.
What kind of support can I expect from B2B accounting software providers?
B2B accounting software providers typically offer various support channels like email, phone, and chat support. Additionally, many providers have online resources, such as help centers and FAQs, to assist users. It’s essential to select a provider with reliable support services to ensure prompt assistance when needed.
How often should I update my B2B accounting software?
Regular updates are crucial for maintaining the security and functionality of your B2B accounting software. Software providers usually release updates to fix bugs, enhance features, and improve security. It’s advisable to follow your provider’s update recommendations and schedule to keep your software running smoothly.
What’s Next?
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