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Accounting Software with Configurable Workflow (2026)

Last updated: April 2026

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79 software options

TaxDome logo

Tax practice management software for bookkeepers and CPAs

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TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite AI-powered accounting simplifies the process of recording transactions, managing AP and AR, and closing the books. NetSuite supports multiple currencies, languages, and compliance standards and ensures data is accessible securely worldwide.

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Stampli logo

Stress-free finance operations

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Stampli's AP automation solution, made for Accounting teams, centers on the AP process to drive efficiency across the procure-to-pay lifecycle — including payments, credit cards, vendor engagement and more.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime is a cloud-based platform for professional services firms to manage projects, time tracking, billing, and resource planning—powered by AI. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

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Odoo logo
Category Leaders

All-in-one open-source business software

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Odoo Accounting helps you to manage your daily accounting easily and have a global view of the state of your business. Features include: bank synchronization, automatic invoices, recurring billing management, reconciliations, and more.

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Suralink logo

Request List Management + Workpaper Preparation and Review

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Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

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Ramp logo

Corporate card and expense management platform

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Ramp is an all-in-one corporate card & spend management system. Hyper-accurate, up-to-date books, to help you close on time—without the effort. Ramp's accounting integrations keep data synced, maps transactions directly to your ERP, and have automated approval flows—drastically reducing busywork.

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Sage Intacct logo
Category Leaders

Best-in-class Cloud ERP for Finance

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Sage Intacct’s core financials automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business

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Spendesk logo

Smart, trackable spending at work. From Approvals to Zen.

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Spendesk tracks all company spending, and assigns accounting codes for automatic reconciliation. The solution integrates with Xero and other accounting tools, thanks to a custom export.

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Canopy logo

Practice management software for accounting firms

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Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica simplifies accounting with tools for Accounts Payable, Receivable, Billing & Invoicing, and Bank Reconciliation. It streamlines Expense Tracking, Payroll Management, and Financial Reporting, while managing your General Ledger and Income & Balance Sheet effortlessly.

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Striven logo
Category Leaders

Collaborative ERP for business process management

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Simplify your billing, purchasing, and collections while you run better, faster reports and get complete visibility into your financial operations.

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AvidXchange logo

Automated AP for mid-market businesses

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AvidXchange provides accounts payable automation software designed for middle-market businesses. The platform streamlines invoice processing and payment workflows through AI-enhanced technology that integrates with various accounting systems. The solution offers centralized visibility into payables processes while maintaining customizable approval workflows and comprehensive audit trails for improved financial control.

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Order.co logo

AI-driven procurement and spend management tool

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Order.co simplifies buying for businesses. Eliminate manual purchasing & payment tasks to create one place to purchase, approve, and pay for the products your business needs.

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Brightpearl logo

Retail operations management platform for brands & retailers

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Brightpearl’s integrated accounting is built specifically for retail and wholesale businesses, providing real-time insight into sales performance, profitability and costs across all your channels, all from the same system you use to manage sales, purchasing, inventory, customers and suppliers.

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MonkeyPod logo

Your all-in-one nonprofit management platform

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MonkeyPod is an all-in-one platform to manage nonprofit accounting, donor management, grants management, CRM, email marketing, online fundraising, and more. Add unlimited users, CRM entities, email subscribers, online fundraising pages, pipelines, and more at no additional cost.

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Vena logo

Microsoft Excel-based FP&A software

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Streamline accounting processes such as close management, account reconciliation, financial consolidations and tax provisioning—all within Vena's flexible and easy-to-use Excel interface.

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onPhase logo

Accounts payable and document automation platform

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onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

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Dext logo

Powerful bookkeeping software for small businesses.

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Dext is an AI-powered bookkeeping platform that automates data capture from receipts, invoices, and e-commerce platforms like Amazon, Shopify, and Stripe. It streamlines pre-accounting, improves accuracy, and integrates with tools such as Xero, QuickBooks, and Sage.

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LeaseQuery logo

Lease Accounting Software for ASC 842, FRS 102, IFRS & GASB.

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LeaseQuery is lease accounting software built by accountants for accountants that ensures compliance with ASC 842, FRS 102, IFRS 16, and GASB 87. The CPA-approved system identifies and eliminates accounting errors that lead to material misstatements with minimal disruption to your business.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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NetLease logo

Automated lease accounting and compliance to ASC 842/IFRS 16

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NetLease provides businesses the fastest path to ASC 842 and IFRS 16 compliance using the most powerful lease accounting solution embedded in NetSuite. Easily manage lease accounting, generate audit-ready disclosures and get reporting on day one, including roll forward and waterfall reports.

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Basil logo
Category Leaders

Cloud-based accounting practice management software

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Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

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Visual Lease logo

The standard for lease accounting software

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Visual Lease is a web-based FASB-IASB compliant lease management system with configurable contract clauses, suitable for use with real estate & equipment leases

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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