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Accounting Software with Template Management (2026)

Last updated: April 2026

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46 software options

Xero logo
Category Leaders

Cloud-based accounting software for small businesses

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Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Automate your invoicing and reporting, get a full picture of your business with up-to-date financial data, and much more.

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BoldTrail Back Office logo

Real Estate back office consolidation and automation.

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Real Estate brokerages need efficient back office operations to thrive. BackOffice delivers a complete, easy-to-use cloud-based solution designed specifically for residential real estate management.

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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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Cin7 Core logo

Inventory management software for SMBs

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Cin7 Core is a cloud-based, inventory and order management application for SMBs which offers a complete back end management solution with purchasing, sales, warehouse management, and light manufacturing features as well as shipping, eCommerce and payment gateway integrations

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ERPAG logo

ERP for small and mid-sized companies

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ERPAG is a cloud-based ERP system for small and mid-sized companies, which covers sales, purchasing, inventory, production, payroll, business analysis, and more

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Lumin PDF logo

PDF platform for annotating, splitting and sharing documents

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Lumin PDF is a PDF platform designed to help businesses collaborate on, annotate, share, synchronize, sign, and highlight documents from within a unified cloud-based interface. Users can merge and split multiple files into specific parts for removal, compress documents' size and remove passwords from PDFs according to requirements.

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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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Invoice2go logo

Create & send professional invoices across every device

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Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and so much more. Start your free trial today!

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FreeAgent logo

FreeAgent has been voted the UK's #1 accounting software.

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New customer offer: 50% off for the first 6 months. Invoices, expenses, VAT returns, payroll, Self Assessment filing, time tracking, bank feeds and more.

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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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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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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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Dolibarr logo

Solutions for On-line businesses

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Convert all data your record in your ERP (invoices, bank record, customer or supplier payments, taxes) into your bookkeeping to get your accounting reports.

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Jedox logo

The world's most adaptable planning and performance platform

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Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Cross-functional teams can contribute through an Excel 365 Add-in, web application, and even view reports on mobile devices.

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Gaviti logo

A/R automation with zero-fee ACH & seamless customer payment

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Gaviti streamlines the entire invoice-to-cash cycle with AI-powered collections, cash application, credit risk, and disputes. As the only provider with a B2B payment portal offering zero-fee ACH and built-in customer communication, Gaviti accelerates payments and reduces DSO for B2B finance teams.

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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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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Limelight logo

FP&A, Without the Wait

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Limelight is a modern FP&A platform that automates budgeting, forecasting, and financial reporting with AI and narrative reporting for mid-market finance teams.

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HAL ERP logo

Making ERPs formless & natural

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HBS is a unique business system designed to help businesses manage and automate their key operations - Procurement, Sales, Inventory, Finance, HR, Manufacturing, Production, Quality control, and Compliance.
In addition, the simplified reporting tool makes it easy to pull out infinite custom reports

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Momenteo logo

Tailored for freelancers

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Momenteo is a user-friendly invoicing software that allows users to create, send, and track invoices and estimates.

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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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Jirav logo

The leading FP&A software – built to help you win.

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Jirav is the leading cloud-based financial planning and analysis software. With key features like ready-to-use templates, vivid data visualization, robust performance metrics, secure data exchange, historical data tracking, and instant integrations - Jirav accelerates your path to success.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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