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Top Rated Trust Accounting Software with Small business - Page 2

Last updated: November 2026

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51 software options

Giddh logo

Cloud-based accounting and financial management software

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Giddh is a cloud-based accounting software designed to help businesses manage tax filing, reporting, bank reconciliation, and various other financial processes on a centralized platform. Managers can use the dashboard to gain an overview of total expenses and KPIs via actionable analytics.

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AMB logo

Mortgage and loan origination system

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AMB is a mortgage banking accounting system that helps businesses track transactions and generate accurate reports. It allows users to gain insights into which loans make up the balance of an account. Key features include general ledger, cash management, commission calculations, and financial reports.

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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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Perform complex transactions easily and stay compliant with regulations. LEAP built-in legal trust accounting features let you easily record, reconcile accounts, issue statements, and report on all aspects of trust and controlled money to simplify your law office accounting process.

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Rocket Matter logo

Legal practice management and billing software

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One single source of truth to grow your firm. Rocket Matter’s comprehensive legal practice management software meets your firm where you’re at, with flexible features and exceptional support.

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CARET Legal logo

Cloud-based law practice management tool for attorneys

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CARET Legal's trust accounting software simplifies trust account reporting. With our platform, you can ensure accurate bookkeeping through 3-way reconciliation reporting, batch application of trust funds, and improved visibility into matter-based ledger balances for risk management.

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Unity Accounting logo

Cloud-based legal billing and accounting software

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Unity Accounting is a cloud-based general ledger accounting solution that helps legal professionals optimize their firm’s financial performance, maintain financial clarity, streamline operations, and optimize efficiency.

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QuickBooks Online logo

Accounting and business management software

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QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

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MYOB logo

Online accounting & payroll for every business

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Small Business cloud based accounting software to manage trusts, stay compliant, automate payroll, tax and all your accounting needs.

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AbacusLaw logo

Law practice management for future-focused firms.

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AbacusLaw is a flexible and dynamically scalable practice management solution to support legal professionals from solo practitioners to enterprise law firms from client intake to payment.

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Lease Buy Comparator logo
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Financial lease vs. buy analysis tool

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Lease Buy Comparator is a financial analysis tool that helps businesses evaluate and compare the costs of leasing versus buying assets.

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wealthpilot logo
(0)

SaaS solution for asset managers, advisors, and bankers

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wealthpilot is a SaaS solution, which is used in different areas of asset management and is designed for asset advisors, managers, bankers, insurance businesses, and associations. wealthpilot also provides iOS and Android mobile applications.

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Mltpl logo
(0)

Cloud-based automated valuation tool for UK companies

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Cloud-based platform for automated UK private company valuations, delivering defensible reports with public market comparables.

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Lexicon logo
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All-in-one practice management software and service solution

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Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances.

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Visro logo
(0)

Cloud-based business software solution

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Visro is a business software solution offering core management features designed to support organizations across key operational.

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Vindex Intelligence logo
(0)

Cloud-based AI credit dispute software for consumers

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Vindex Intelligece is cloud-based AI credit dispute software for U.S.

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Trantor Fintech logo
(0)

Cloud-based B2B financial risk evaluation platform

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Cloud-based financial evaluation platform for B2B companies that generates credit risk scores, financial profiles, and automated.

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Toby logo
(0)

Cloud-based payroll compliance Q&A for AU employers

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Cloud-based AI-assisted Q&A portal for Australian payroll, tax, and FairWork compliance, covering super, PAYG, awards, and termination.

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Fundue logo
(0)

Fundue software solution

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Fundue is a software solution designed to support business operations with core management features for professional teams.

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AlphaPrime logo
(0)

Desktop futures strategy research tool for traders

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Desktop CPU/GPU software for systematic futures traders covering strategy generation, backtesting, and multi-level out-of-sample.

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NOBL logo
(0)

Insurance management platform with an API

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NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

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AUS Brokers logo
(0)

Online business appraisals for Australia

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Online business appraisals for Australian owners selling their business: a price range from your P&L, with add-backs and comparables.

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ExitSight logo
(0)

Cloud-based off-market M&A deal discovery platform

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ExitSight is a cloud-based deal discovery platform connecting business owners and vetted institutional buyers through anonymous.

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Råd til Bolig logo
(0)

Mortgage software and Tinglysning data for advisers

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Danish adviser software for mortgages, Tinglysning data, loan monitoring and property-data API access.

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FundingTracker logo
(0)

Cloud-based MCA & loan tracking for SMB operators

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Cloud-based financing tracker for SMBs managing MCAs, term loans, and credit lines, with payment monitoring and AI-driven insights.

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AIREPORT logo
(0)

Cloud SaaS digital asset valuation for legal firms

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AIREPORT is a cloud-based SaaS platform delivering defensible, documented digital asset valuations for legal and financial.

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