45 Best Accounting Project Management Software 2025: Full List

The table below shows a quick price comparison of all the accounting project management software solutions that we’ve researched:

Company name	Starting price	Free trial length
Trello	$5	14 day
Notion	$0	14 day
Asana	$0	30 day
Jira	$0	14 day
Smartsheet	$9	30 day
Airtable	$0	14 day
ClickUp	$0	No trial available
monday.com	$0	14 day
Wrike	$0	14 day
BQE	Not stated	No trial available
Scoro	$26	14 day
Teamwork.com	$0	30 day
Zoho	$0	10 day
Kantata	Not stated	No trial available
BigTime	$20	30 day
Accelo	Not stated	No trial available
Podio	$0	No trial available
Paymo	$9.90	15 day
Nifty	$0	14 day
Birdview	$9	14 day
Avaza	$0	No trial available
Workamajig	$37	No trial available
Function Point	$47	No trial available
Favro	$5.10	14 day
TaskRay	$25	30 day
Project.co	$0	No trial available
Mission Control	$39	14 day
Forecast	Not stated	No trial available
COR	$11.50	No trial available
PSOHUB	$25	30 day
Stackby	$0	No trial available
Workzone	$24	No trial available
Precursive	Not stated	No trial available
Deltek WorkBook	Not stated	No trial available
Ahsuite	$0	30 day
Productive	$9	14 day
Toggl Track	$0	30 day
Primetric	Not stated	No trial available
ProProfs Projects	$0	14 day
OneDesk	$11.99	14 day
Bonsai	$9	7 day
Sage Intacct	Not stated	No trial available
Financial Cents	$19	14 day
Mango	$35	No trial available
Jetpack Workflow	$30	14 day

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our project management software research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Trello

Offers project management software that is designed to help you manage your projects through all the project stages whether they are small or large, complex projects.
They offer finance solutions that support teams that manage record keeping, track financials, managing budgets and payroll.
It supports you in working with internal teams and external vendors so that you can manage all your finances.
You can monitor your projects at a glance with their system of boards, cards and labels as well as see who is working on what and the due dates.
It can help you to manage all your tasks, especially around busy periods such as month-end, quarter-end or year-end.
The software provides a choice of project views which include timeline, table and dashboard views that can increase transparency with your team.
It can also automate repeatable processes to reduce time on manual tasks and enable you to focus on more important tasks.
They provide reporting facilities that enable you to monitor every aspect of your projects and see how they are performing.
You can integrate the software with over 200 tools and apps so that you can work in one place with all your data synchronized.
A 14-day free software trial is available which allows you to explore what the software can offer.

Website: https://trello.com/use-cases/finance

2. Notion

They offer workspace software that can aid you in managing projects in a single place from conception to completion.
You can access a range of templates in the marketplace which includes accounting, bookkeeping and finance templates.
The software can be configured to meet the needs of your projects, team and business.
It can help you streamline your approaches and support you in tracking your accounts, income, expenses, profits, losses, invoices and more.
The software provides timelines for your projects so you can see what is happening in each of your projects and helps with monitoring dependencies and deadlines.
You can automate your workflows and streamline your processes through the software so that you can reduce manual tasks and create efficiencies.
The software can help you track all your tasks so that nothing gets missed and you meet your deadlines.
They provide dashboard facilities that enable you to display the data you want to see about your projects which can be shown in charts.
The software can be connected with other software and apps so that your data is synchronized.
You can access a free plan that is suitable for individuals, and they also offer a 14-day free trial of the software.

Website: https://www.notion.com/templates/ultimate-accounting-bookkeeping-and-finance

3. Asana

Offers project management software that is designed to help track your projects throughout their lifecycles and keep them on schedule.
They offer a range of templates including finance templates to support finance and accounting teams in becoming more efficient.
It supports you in becoming more organized with workflows that aid you in managing all your financial processes ensuring no step gets missed.
The templates can also assist you in automating your tasks which can reduce manual work and minimize human error.
It can aid you in aligning your team and increasing collaboration through a shared hub with enhanced visibility of your projects.
The software can support you in organizing your projects and tasks including splitting them into sub-tasks, adding owners and deadlines.
You can choose between a range of project views to manage your projects including Gantt chart, Kanban board, timeline, list and calendar view.
The software is available on desktop and mobile apps to enable access from anywhere to support remote working.
You can integrate the software with over 260 apps so that you can centralize all your tools.
They offer a free personal plan that allows you to collaborate with up to 10 teammates, and they also offer a free 30-day software trial.

Website: https://asana.com/templates/industry/finance

4. Jira

They offer a project management tool that can manage everyday tasks through to complex projects from your initial plans to tracking delivery.
It offers tools for finance teams that can assist with managing workflows, aid communication and share results.
The software can support you in streamlining your finance processes whilst maintaining compliance and governance.
You can manage all your operational and critical financial information in one place making it easier to manage your work.
It allows you to create processes that work for your businesses including setting approvers and enables you to have visibility throughout.
You can view your projects through a choice of boards, lists, backlogs and more.
The software helps you to create, manage and track tasks across all of your projects and also lets you see who is working on them.
They provide reporting facilities that can deliver real-time project insights which can be used to aid improved team performance and you can also track progress.
You can connect the software with other software and tools so that you can get more from the software.
A free plan is available for up to 10 users, and they also offer a free 14-day trial of the software.

Website: https://www.atlassian.com/teams/finance

5. Smartsheet

Offers a project management platform that has been designed to bring together your people, processes and information in one place.
They offer solutions for financial services businesses that are designed to keep them ahead of competitors and improve efficiency with a range of pre-built templates and solutions.
It can support you in planning and executing large initiatives for new products or promoting your services.
The software can assist you in automating your processes and workflows as well as connecting your data to reduce manual tasks.
It provides you with greater visibility of your projects as well as enables you to create tasks, sub-tasks, task relationships, milestones and more.
The software can aid your team in collaborating as they have a shared platform with real-time information on the projects and can see their contributions.
It provides a dashboard with real-time metrics on your projects to enable you to see what is happening and share reports.
The software can be connected to other platforms and services including those you already have.
The software provides strict security protocols and privacy rights including data redundancy hosting, continuous surveillance and encryption.
You can access a 30-day free trial of the software and a demo so that you can learn more about what it offers.

Website: https://www.smartsheet.com/solutions/finance

6. Airtable

They offer a range of business tools which include project management, product management, operations, sales, marketing, finance and HR.
It offers a finance solution that can aid with improving workflows, planning and reporting, and managing budgets and expenses.
The software can assist you in streamlining your financial workflows and processes as well as organizing your data and requests.
You can automate your tasks to speed up repetitive work such as closing books, payment dates and more.
The software can help connect your departments and business as it can support your different functions in working together.
It can assist you in managing your projects and tasks as well as tracking what is happening with them.
You can access a range of pre-made templates to support you in managing your key finance workflows which can be customized to meet your requirements.
They provide reporting facilities that help you to track your project progress so that you can improve your delivery and track your finances.
The software can be integrated with your existing tools and apps so that your data is synchronized.
A free plan is available for individuals and small teams, and they also offer a 15-day software trial.

Website: https://www.airtable.com/solutions/finance

7. ClickUp

Offers an all-in-one workspace that can be used to manage projects and work as well as connect your teams.
They provide solutions for accounting firms that enable you to manage your clients’ accounts and create reports.
You can create a visual database that organizes and manages your clients’ budgets and accounts as well as link together your tasks, and attach and embed documents.
It can help you to track your clients as well as their invoices and reports to aid you in arranging your work.
The software can assist you in streamlining your workflows and save you time to focus on other activities.
You can also send and receive emails from the software so you can track your communications and give others visibility of them.
They also offer time tracking facilities which enable you to track your team time and allocate billable hours.
The software includes a dashboard with real-time reporting that can assist you in monitoring progress and spot any bottlenecks, constraints or risks.
You can add widgets to your dashboard to support you in completing tasks such as invoices, payment reminders and more.
They offer a free plan suitable for personal use that could be used to sample the software.

Website: https://clickup.com/teams/accounting

8. Monday.com

They offer work and project management software that can be used to manage your projects and help you focus your workload.
It is a flexible and customizable platform that is suitable for accounting teams.
You can utilize the software to support your team in managing their workload and help them focus and prioritize the right tasks.
The software provides over 27 work views to manage your projects which include timelines, boards, Gantt, Kanban, calendar and more.
It provides task management tools that enable you to create, assign ownership, prioritize, set deadlines and more.
The software can assist you in managing your resources including planning, scheduling, allocating and monitoring.
It can help you to automate your processes and tasks so that you can save time on manual tasks.
The software includes time tracking tools so that you can track your team’s time spent on tasks, projects and clients.
You can access a dashboard with advanced reporting and analytics to track progress and aid you in making informed decisions.
A free plan is available which is suitable for up to two users and could be used to trial the software.

Website: https://monday.com/blog/project-management/project-management-software-for-accountants/

9. Wrike

Offers project, task, workflow and resource management software that caters for a broad range of industries and teams.
They offer a specific solution for accountants that includes tools to support accounting teams, and improve processes and results.
It can assist you in streamlining your workflows so that you can increase efficiency and save time.
The software provides robust workflow management that can align your business and aid with delivering results on time.
You can automate repetitive tasks so that your team can focus on more important tasks.
The software can display your projects in Gantt charts or Kanban boards which can aid you in identifying any bottlenecks.
It can also help you to increase team collaboration, prioritize tasks, eliminate sources of burnout, and manage requests and approvals.
They provide detailed dashboards that enable you to monitor your entire portfolio and projects so you can see how they are performing.
You can integrate the software with over 400 platforms and apps so that you can increase its capabilities.
You can access a free plan designed for those who are just getting started, and they also offer a 14-day free software trial.

Website: https://www.wrike.com/industries/accountancy/

10. BQE

They offer resource management software that is designed to assist you in managing your projects and your most important asset, your employees.
It offers a project accounting solution that centralizes your accounting and provides you with a 360-degree view of your financial performance.
You can analyze financial performance at staff, phase, project, client and company level.
The software can integrate with your business accounting tools so that you can manage your P&L better and managers can be more accountable.
They provide the ability to utilize a full general ledger with a choice of cash, accrual and engagement based accounting.
You can automate your tasks so that you can save time, increase the efficiency and eliminate errors.
The software also offers billing and invoicing, payment processing, CRM, time tracking and more.
It provides reporting facilities and analytics that can assist you in monitoring your projects and aid you in making informed decisions.
The software can be connected with the apps you already use and more so that you can improve operational performance.
They offer a 14-day free software trial that enables you to explore the software before having to commit to a plan.

Website: https://www.bqe.com/features/project-accounting

11. Scoro

Offers an end-to-end project management software that specifically caters for professional service companies.
They offer all-in-one consulting software which is designed to assist legal, accounting, environmental and more.
It can assist you in managing your entire project lifecycle from initial quote to final invoice.
You can automate your tasks and streamline processes to standardize your approaches to make efficiencies and save time.
The software can aid you in understanding your projects, team and services better so that you can see how it can affect your bottom line.
It can support you in managing your resources and forecasting your staffing requirements based on your workloads.
The software can store all of your project information and documents including customer conversations so that all the team can access them.
They offer project templates so that you can get started on projects quickly and utilize best practices.
The software also offers cost management, quoting and budgeting, invoicing, sales and CRM, retainer management and time tracking.
It can aid you in tracking your projects and analyzing your profitability and time spent on tasks.
They offer a 14-day free software trial and a demo that enables you to explore the software before having to commit to a plan.

Website: https://www.scoro.com/industries/consultancy-management-software/

12. Teamwork.com

They offer project management software that can aid you in streamlining your operations and support you with client management.
It offers solutions for accounting and financial service businesses that can help boost profitability, streamline workflows and centralize client collaboration in a single platform.
The software provides detailed Gantt charts that enable you to monitor your project health and stay on top of your projects, tasks and clients.
It aids you in centralizing your operations and client information so it is easy to find your timelines and assets which can aid collaboration.
You can automate your tasks to reduce manual and repetitive work to save time and help your team focus on more important tasks.
The software can assist you in setting milestones for your projects to support you in tracking their progress.
You can also utilize time tracking tools to monitor your team’s time spent on tasks and aid you in managing their utilization and anticipating bottlenecks.
They provide detailed reports on your projects which enable you to analyze your metrics and gain insight to inform your decision making.
The software can be connected to other tools including your existing tools so your data can be synchronized.
A free plan is available for small teams with up to five users, and they also offer a free 30-day software trial.

Website: https://www.teamwork.com/teams/accounting-and-financial-services/

13. Zoho

Offers a range of tools to support businesses which includes project management and practice management.
They offer complete practice management software for accountants that can streamline workflows to improve efficiency and collaboration.
The software is customizable, and you can automate your tasks to increase your productivity.
It includes a client portal which is a secure method to collaborate with clients and share information.
They provide a ledger which enables you to deliver end-to-end accounting operations for your clients.
It also offers Workpaper to help simplify accounting audits using the extensive working paper capability.
The software assists you in centralizing your client management and can support you in onboarding new clients.
You can utilize collaboration tools which include live chat, emails, and document repository.
The software can be integrated with other Zoho apps in the suite and can be connected to third-party apps.
A free plan is available, and they also offer a 10-day free trial of the software so you can explore what it can offer.

Website: https://www.zoho.com/practice/

14. Kantata

They offer business software that caters for professional services businesses which includes project management.
The software includes specialist solutions for project accounting to help you maintain financial control.
It can assist you in monitoring your revenue, margins and costs across projects in real-time so that you can identify any opportunities and risks.
The software can assist you in optimizing your cashflow and financial health by providing accurate project forecasting tools.
You can streamline your processes such as invoicing to save time and drive operational efficiency.
It allows you to create dynamic dashboards that are tailored to your needs and can provide real-time insights.
They offer what-if modelling so that you can understand the implications of different possible paths on your profitability.
You can access key metrics for your projects which provide valuable insights that can help inform your decision making and improve your delivery.
The software can be integrated with other systems to streamline your processes such as connecting to account tools.
They offer a demo of the software so that you can learn more about it before signing up for a plan.

Website: https://www.kantata.com/ps-cloud/financial-management-software/project-accounting

15. Big Time

Offers project management software that centralizes your project data to give you full visibility and supports your team in working collaboratively.
They offer a solution for accounting firms that helps them to consolidate their data and send accurate invoices.
The software assists you in aligning your tracked time, resources and project rates in a single platform to generate invoices.
It aids you in tracking your project due dates and helps you to measure performance by providing real-time visibility of your projects.
You can track your team time in the software and set up cost rates for them to support your invoicing.
The software provides Gantt charts with visual timelines so that you can have project oversight to aid you in coordinating your schedules and resources.
It allows you to set up project tasks, track delivery, create forecasts and manage budgets.
You can customize the dashboards to display the information you want to see about your projects to help you manage them and monitor their progress as well as track your KPIs.
It can be connected with your existing software and tools to help you to work smarter.
A free 30-day software trial is available and a bookable demo so that you can see first-hand what the software can offer.

Website: https://www.bigtime.net/industries/accounting/

16. Accelo

They offer project management software with purpose-built tracking to monitor every aspect of your project and the ability to streamline your project lifecycles.
The software includes a tailored accounting solution that is designed to support your team and clients.
It is an end-to-end platform that can manage your entire client journey to provide you with information about your financial health.
The software can assist you in tracking your delivery, identifying hidden costs and forecasting revenue.
You can create custom workflows and automate your work using custom triggers to increase your billable time.
The software can support you with resource and task management by aiding with resource allocation, resource optimization, task assignment and tracking.
They offer a client portal that is a secure method of sharing information with your clients and keeping a history log.
The software includes built-in time tracking that can help you automatically capture the time spent on tasks using timers, capture email and meeting time, and auto-generate timesheets to aid accurate billing.
You can access comprehensive insights about your projects to help you improve delivery and assist with decision making.
They offer a demo of the software which enables you to see what the software can do before you commit to a plan.

Website: https://www.accelo.com/industries/accounting

17. Podio

Offers business management tools that can align your project information in one place including your processes, content and conversations.
They offer an accounting solution that streamlines and simplifies how you operate to improve productivity.
The software provides lead management, task management and real-time communication tools in one place.
It is a customizable platform that is designed to help you track your customer relationships, deals and leads.
The software centralizes your information and the software is available through the web or mobile app so your team can access information and collaborate in the office or remotely.
It can aid you in tailoring and streamlining your processes to meet your business needs and can automate your workflows to create efficiencies.
You can visualize your projects so that you can see what is happening on your projects and create transparency for your team.
They offer the ability to create reports that can provide the data you need to analyze your performance and keep you informed of progress.
The software can be integrated with other software to extend its capabilities to enhance your operational delivery.
You can access a free plan for up to five users that can be utilized to sample the software.

Website: https://www.podio.com/site/industries/accounting/

18. Paymo

They offer project management software that aids you in becoming organized and productive by providing tools to manage your work, track time and measure profitability.
The software has been named one of the best accounting software for small to medium-sized businesses.
It can support you in monitoring your team’s productivity and streamline your workflows.
They provide an all-in-one project management software that includes time tracking and invoicing.
You can manage your projects in a choice of views which include task calendars, to-do lists, Gantt charts, Kanban boards and spreadsheets.
The software can aid you in managing your tasks including splitting them into sub-tasks, task assignments, prioritization, setting up alerts, automating tasks and more.
You can customize your workflows and processes so that you can create efficiencies and track your tasks effectively.
They also provide timesheet facilities and can utilize them to generate invoices for billable hours.
You can access reporting facilities that support you in analyzing your projects, monitoring performance and tracking time.
A free plan is available for up to five clients with 10 projects, and they also offer a 15-day free software trial.

Website: https://www.paymoapp.com/blog/paymo-best-accounting-software-of-2024-by-tekpon/

19. Nifty

Offers a project management app that is designed to centralize project activity so you can organize, prioritize and track your tasks and manage your team more effectively.
They offer solutions for professional services which include accountants that support them in organizing their entire workflow.
It provides a centralized workspace for client information, project management, goal tracking, time logs and documents.
You can view and track your projects with a choice of methods including timelines, lists, calendars, Kanban, swimlanes and more.
The software can help you to automate your workflows and tasks so that you can reduce manual tasks and drive efficiency.
It supports teams in collaborating with tools including built-in chat, project discussions, and document sharing.
They provide time tracking which enables you to track billable hours and create reports and invoicing from it.
You can access reporting that can be automated so that you can gain insight into your projects and your team.
It can be connected with your existing tools so that you can synchronize your data and save switching between tools.
They offer a free plan that is suitable for two projects with 100MB of storage, and they also offer a free 14-day trial of the software.

Website: https://niftypm.com/blog/best-task-management-software-for-accountants/

20. Birdview

They offer project management software that supports you in delivering projects faster, working more collaboratively and helping you stay on budget.
It offers solutions for consultants which include legal, accounting, financial, marketing, operations and more.
The software provides you with a single place to manage your projects, resources and finances from the project conception to completion.
It provides a guest portal that you can utilize for your clients to keep them informed and engaged.
You can gain a greater overview of your projects and resources to aid resource allocation and maximizing your workforce capacity.
It provides real-time insight into your projects so you can plan more effectively and control your progress knowing your resources, deadlines, and budgets.
The software provides a single source of truth by storing all your project documents, communications and updates which can aid your team in collaborating.
It also offers time tracking software to help you track billable and non-billable hours which you can add customized hourly rates to aid reporting and billing.
They provide a dashboard with reporting that allows you to analyze your performance and gain comprehensive insights that can support your decision making.
You can access a free 14-day trial of the software which enables you to explore what the software can offer.

Website: https://birdviewpsa.com/solutions/project-management-software-for-business-consulting/

21. Avaza

Offers project management software that is designed as an all-in-one solution to manage your projects and tasks.
It can assist you in transforming your accounting and finance operations by helping you to become more organized and efficient.
The tailored platform for accounting and finance can aid you in facing challenges, provide transparency, foster collaboration and drive results.
The software can support you in organizing your projects and tasks whilst ensuring that they are on track.
It provides task management functionality to support you in breaking down activities into manageable tasks, task assignments, setting deadlines and prioritizing your workloads.
They provide resource scheduling to aid you in optimizing your resource allocation and enable you to visualize your team’s availability.
It can aid your team in collaborating by providing real-time communication between team members and external stakeholders, discussions and document sharing.
They also offer time tracking and expense management so that you can monitor the hours spent on tasks and allocate expenses to projects.
You can access a reporting suite with over 40 reports that can aid you in monitoring your project progress and spending.
A free plan is available with limited functionality that you could use to sample the software before signing up for a paid plan.

Website: https://www.avaza.com/accounting-finance-software/

22. Workamajig

They offer an all-in-one project management software solution that supports you in bringing all your project information together in one place.
They offer finance and accounting tools to support agencies in growing their business and becoming more profitable.
It can help you manage your invoices, payments, receipts and more so that all your transactions are handled.
The software can aid you in managing your general ledger including your accounts, accounts receivable and accounts payable balancing.
You can use the software to help you generate invoices through an integration with Avalara.
It can assist you in creating accurate forecasts using real-time data and multi-tiered revenue forecasting.
They can also help you in creating estimates, tracking quotes, monitoring budgets and estimating your profits.
It provides dashboards with custom reporting that offers real-time intelligence about your projects that can assist you in making data-driven decisions.
You can integrate the software with other software and tools to aid your operations such as bank reconciliation, payments and more.
They offer a demo of the software so that you can experience what the software can do.

Website: https://www.workamajig.com/agency-management-software/finance-accounting

23. Function Point

Offers project management software that is designed to support agencies in managing projects and tracking their progress.
They offer agency accounting tools and billing software to support you in making financial management easier.
It provides client-facing invoices that enable you to include insert orders and other specific materials for agencies.
They provide a batch invoicing tool that enables you to send multiple invoices at once using the data already stored in the software.
It provides a comprehensive overview of your projects enabling you to track performance, revenue streams and job costs.
They provide time tracking software and the ability to separate your staff time into billable and non-billable hours to aid billing and track profitability.
You can also monitor your expenses through the software and allocate those that need to be billed to the client.
It can deliver financial insights to support you in managing your budgeting, cash flow management and forecasting more effectively.
The software can be connected to other software and apps to enable you to synchronize your data including accounting software.
You can book a demo of the software so that you can learn more about the software.

Website: https://functionpoint.com/product/agency-financials-software

24. Favro

They offer a platform for collaborative management that centralizes all your work making it easier for teams to work together on projects.
The software caters for a range of industries which include auditing and accounting organizations.
It provides you with a visual of your projects so you can see where each project is currently at, who is working on what and the deadlines.
You can manage your tasks in the software enabling you to allocate, track and prioritize tasks.
They provide agile management tools to support you in modernizing your approach and you can utilize backlogs and sprints to manage your projects.
The software provides planning boards and flexible views to support you in managing your daily work.
It can assist you in automating your workflows and tasks to enable you to make efficiencies.
You can collaborate with your team and invite external partners to collaborate as well so they can form part of your workflow.
The software can be integrated with your existing IT infrastructure as well as other software and apps to extend its capabilities.
A free 14-day trial of the software is available as well as a demo so you can see what the software is capable of.

Website: https://www.favro.com/articles/favro-case-study-auditing-and-accounting-firm-going-agile-2

25. TaskRay

Offers project management software that is based on a Salesforce platform that can streamline your delivery.
They offer tailored solutions that cater for financial services to assist you in managing your projects and onboarding new clients.
You can access pre-built project templates which are ready to use and meet industry standards.
They provide resource management capabilities to aid you in utilizing your team and optimizing your productivity.
It can assist you in streamlining your processes and automating workflows so that you can save time and drive efficiency.
You can utilize the software to plan your resources and assign the right people with the right skills as well as assist you in forecasting your future requirements.
The software can aid you in streamlining your collaboration with stakeholders and create alignment between parties.
They also offer time tracking to enable you to monitor the amount of time spent on tasks and track if you are on schedule.
It offers real-time reporting and analytics that can provide you with project insights and can help you make informed decisions.
They offer a 30-day software trial and a demo which enables you to see first-hand how the software works.

Website: https://taskray.com/industry/solutions-for-financial-services-and-insurance/

26. Project.co

They offer a cloud-based platform with a project tool that supports you in managing your clients and collaborating with your team.
It is suitable for a wide range of industries including accountants as the software is adaptable to your needs.
The software centralizes all your projects, tasks, files, conversations and payments so that they are easy to find.
You can customize the platform to meet your needs and branding so that it fits in with your business.
It can aid you in managing your processes and making them more efficient so that you hit your deadlines.
You can monitor and manage your projects with a choice of views which include Kanban, cards, lists, calendars and schedulers.
The software offers a range of other tools to support you which include time tracking, collaborative notes, and invoicing.
They provide importing capabilities so that you can transfer all your data from other software or spreadsheets easily.
The platform includes embedded third-party tools which you can link the platform to integrate data.
A free plan is available for up to three users with up to 10 clients and 10 active projects with a maximum storage of 3GB.

Website: https://www.project.co/project-management-accountants/

27. Mission Control

Offers project management software which is based on the Salesforce platform and can aid you in delivering your projects efficiently.
They cater for a range of industries including financial and legal sectors where managing client expectations is an important part of the project.
It offers project frameworks that can be adapted to meet your needs and used as templates going forward for future projects.
The software provides a timeline with key milestones, details and actions to enable you to monitor progress.
They offer a Daily Digest email and Action Pad to aid users in prioritizing their daily activities and focusing their efforts.
You can view your projects in Gantt charts which can help you to see your project’s critical path.
The software can also support you in capacity planning, managing resource utilization, monitoring project financials, and invoice management.
You can also utilize a timesheet to capture the hours worked on projects and tasks to aid in the monitoring of billable and non-billable hours.
It has a PMO dashboard that provides a high-level overview of your projects and can support you in tracking performance including financials allowing you to monitor billing and cost rates.
You can access a free 14-day software trial that can assist you in learning more about the software.

Website: https://aprika.com/benefits-by-industry/

28. Forecast

They offer AI-powered project management and resource management which can aid you in planning, delivering and tracking your projects in a single place.
It offers solutions that support finance teams and aid you in running your projects more economically.
The software can assist you in monitoring your projects more effectively by tracking your actual vs estimated figures easily.
They provide resource management tools that enable you to optimize your resource allocation so that you are operating more efficiently and reducing overheads.
It can also aid you in monitoring your true project costs so that you can increase your profit margins and make profitable decisions.
You can automate your processes and tasks so that you can reduce manual tasks and save time.
They provide AI support to aid you in streamlining your operations, running reports, analyzing your data to give recommendations and assisting in producing forecasts.
It provides real-time insights about your projects that enable you to monitor your progress, help you make adjustments and assist with making informed decisions.
You can connect the software with your existing software and apps so that your data is synchronized.
They offer a demo that enables you to see first-hand what the software can do for you.

Website: https://www.forecast.app/teams/finance

29. COR

Offers business management software that includes project management which can organize and manage your projects.
They offer a tailored solution for accounting firms that can assist you in maximizing your profitability and improving your delivery times.
It supports you in managing your projects, teams and finances in one centralized place in real time.
The software provides greater visibility over your projects and enables you to have better control of your profitability margins.
It can assist you in managing your resources by providing real-time availability of your team and helping you estimate the resources required.
You can access your project information easily including monitoring their status and viewing communications and files.
It can also support you in time management and automatically load your team hours and estimate the hours spent on tasks.
They provide dashboards that allow you to view your projects by role and display them in Gantt charts to monitor progress.
The software can be integrated with a range of other software and apps to enable you to extend its capabilities.
You can book a demo of the software so that you can see what the software is capable of and discuss it.

Website: https://projectcor.com/accounting-firms/

30. PSOHUB

They offer an all-in-one project management software that enables you to manage every aspect of your projects in one tool to aid in increasing financial and operational performance.
You can access tailored software specifically for financial services and accounting businesses that can help increase your ROI.
It provides a HubSpot integration that enables you to manage marketing and sales engagements as well as contracts through to invoicing.
The software includes task management which can assist with assigning tasks and tracking progress.
You can monitor your project delivery and set up notifications so that you can be notified if you are reaching limits so that you can protect your budgets.
The software can assist you in tracking your communications including emails, activities appointments and more.
It also offers time tracking facilities which can be automated through your calendar or phone, and GPS tracking.
They also offer smart quotes and invoicing so that you can integrate more into the software.
You can connect the software with your existing software including CRM, accounting and collaboration tools.
A free 30-day software trial and a live demo are available so that you can explore what the software has to offer.

Website: https://www.psohub.com/en/financial-services-and-accounting

31. Stackby

Offers a work management platform that can unify your work in a single platform including managing projects.
They offer financial management software that supports you in managing your budgets and finances in one place.
It can assist you in streamlining your data, workflows and documents whilst supporting you in keeping your stakeholders informed.
You can automate your manual tasks and set up automatic notifications and reminders to aid you with closing your books, completing tasks and reminders for due dates.
They offer a range of pre-built finance and accounting templates that can aid you in getting started and managing your projects.
The software can help you to create quotes and invoices using the records that you keep.
You can customize the dashboard and access reporting that can assist you in tracking your performance and monitoring your milestones.
The software is available on a desktop, web and mobile apps so that you can access it from anywhere.
It can be integrated with your existing apps to make your operations more efficient and synchronize data.
They offer a plan for individuals and small teams that is free but it provides limited features compared to the paid plans.

Website: https://stackby.com/finance-management-software

32. Workzone

They offer project management software that is designed to support mission critical outcomes.
You can access accounting project management software that is designed to help streamline your processes.
They provide cross-project dashboards that enable you to quickly see your project status and can save you time on processes and approvals.
You can access project templates to support you in managing your projects and aid delivery.
The software can support you in adjusting your plans for changing priorities enabling you to pivot your work and monitor results.
It can assist you in managing your tasks and allocating them to your team so that you can work smarter together.
You can access personalized to-do lists that are tailored to each user to help them focus their activities.
They provide reporting facilities that can aid you in gaining insight into your projects such as workloads, project status and budgets.
All their plans include one-to-one coaching and support as well as unlimited training.
You can book a demo for the software so that you can learn more about it and it can be followed up with a Test Drive if it is suitable for you.

Website: https://www.workzone.com/industries/accounting-project-management/

33. Precursive

Offers project management software that they claim is the number one tool to assist you in managing your tasks, projects and teams.
The software offers project accounting software to support your project, operations, sales and finance teams.
It enables you to get an overall picture of the health of your projects and supports you in staying ahead of budget issues.
You can utilize the software to monitor your projects and see the profitability and margins of your projects at any time.
The software can assist you in automating your processes and project set up to create efficiencies and save staff time.
It provides a choice of Gantt charts or Kanban boards to manage your projects and workloads, it can assist you in breaking your projects into tasks and assigning them as well as notifying you when they are complete.
They provide collaboration support to enable your team to more effectively work together on projects and share information with clients.
You can use the built-in billing engine to aid you in creating accurate bills and invoices.
They offer reporting and analytics that provide real-time performance tracking and forecasting facilities.
A bookable demo is available so you can see first-hand what the software can do, and they may offer a trial afterwards if the demo goes well.

Website: https://www.precursive.com/learn/project-accounting

34. Deltek

They offer a total agency management solution that is designed to support and bring together your projects, people and finances.
You can access financial management software that is designed to support accountancy firms, CPAs and bookkeepers.
It can automate your workflows and tasks to optimize your project delivery and improve your productivity.
The software can help you to track all your customer engagements including every communication and interaction.
You can manage your resources through the software including forecasting capacity and predicting workloads so that you can make informed staffing decisions.
The software provides Kanban boards and calendar integrations so that you can flexibly manage your tasks and have greater visibility of your projects.
They provide a client portal which enables you to build stronger relationships and collaborate with your clients.
It can help you to compare actual, committed and budgeted figures to monitor your delivery and keep you on track.
You can access a visual dashboard that has over 300 reports to help you monitor your projects and gain insight from them in real time using analytics.
They offer a demo of the software so that you can learn more about what the software is capable of doing.

Website: https://www.deltek.com/en/accounting

35. Ahsuite

Offers client portal software that supports businesses in managing projects as it enables you to have all your information and clients together in one platform.
They offer a secure client portal for accountants that provides clients with access to all the documents they need.
You can customize the portal to meet your needs and branding so that it fits your business.
It can support you in streamlining your workflows so that you can save time to focus on more important activities.
They provide a customizable tax organizer that can simplify tax preparation and reduce the number of requests for information.
You can store and organize all your client communications in the software so they are easily accessible.
They offer detailed records of your work in the form of work journals so you can track progress and make notes.
It can support you in managing your client’s requests, manage the whole process and keep you informed.
The software can securely store, organize and share your client’s documents and provides a centralized repository for your team.
A free plan is available which is suitable for freelancers with up to 10 portals, and they also offer a free trial of the software.

Website: https://ahsuite.com/solutions/client-portal-software-for-accountants

36. Productive

They offer project management software that is capable of managing multiple projects and tracking your tasks to deliver more profitable projects.
The software offers project accounting that enables you to manage your operations, projects, resources and financial management in one place.
It can aid you in managing your cost rates and building budgets for all your projects so you can monitor your finances better.
The software can support you in planning your resources and monitoring your resource utilization.
You can view your timelines and monitor your dependencies and milestones which include utilizing project views such as tables, boards, lists, Gantt charts, timelines, calendars and workload views.
The software can help you with billing and purchase orders so that you can track your expenses and aid with client invoicing.
It can automate your workflows so that you can reduce the number of admin tasks and create efficiencies.
They offer time tracking facilities to enable you to track your billable and non-billable hours and create automatic timesheets using timers, manual entry or resource bookings.
The software can be integrated with specialist accounting software and other apps to increase its capabilities.
They offer a free 14-day software trial and a demo so that you can see first-hand what the software can do for you.

Website: https://productive.io/blog/project-accounting/

37. Toggl Track

Offers time tracking software that can assist you in managing your projects and monitoring your team’s productivity.
They offer software for finance teams and accountants which can support you in managing your bookkeeping, invoicing and payroll.
It can support you in calculating your payroll more easily using time tracking to create timesheets.
They provide time tracking reminders and provide required fields so that data inaccuracy is reduced.
The software can aid you in gaining greater visibility of how your team’s time is being spent.
It can integrate your calendars so that you see your entries in your workspace as well.
The software can aid you in managing your resources and enables you to see what capacity you have for further tasks and projects.
They offer custom reporting to help you monitor your finances and understand your projects better including profitability.
The software can be connected with your existing tools and you can utilize their API to integrate it with other software and apps.
You can access a free plan which is suitable for up to five users that includes the basic features, and they also offer a free 30-day software trial on the Premium plan.

Website: https://toggl.com/track/time-tracking-software-for-finance-teams/

38. Primetric

They offer business management software that is designed for professional services businesses which includes project management to aid with optimization and profitability.
The software includes project accounting that can aid you in planning your project budgets, monitoring profitability, identifying cash flow issues and taking into account your employee, contractor and overhead costs.
It can support you in estimating your project costs accurately and help set up project budgets.
You can create customizable settlement dates, set cost and revenue points as recurring or one-off.
The software can assist you in generating forecasts that project your margins and profitability and you can create cash flow predictions.
You can also utilize it to understand your employee availability and manage workloads to assist in project planning.
It can assist you in understanding your project costs better with the use of categories for employee work, employee salaries, contractor work, project overheads and organizational overheads.
You can access reporting and produce forecasts for your projects that can help you understand your progress, time, finances and more.
The software can be integrated with your existing tools so that your data can be synchronized.
A demo of the software is available so that you can learn more about the software more signing up for a plan.

Website: https://www.primetric.com/software/project-accounting

39. ProProfs Projects

Offers a project management tool that can aid you throughout your project lifecycle and ensure you deliver your projects on time.
They offer software that supports accounting project management that provides automated financial processes, centralized storage and real-time collaboration.
It provides you with greater visibility of your projects and their finances as well as enabling you to simply your admin tasks.
You can utilize the workflows provided to assist you in directing your work, building roadmaps and creating milestones to enable you to track your progress.
The software allows you to view your projects in a choice of project styles including lists, calendars, Gantt charts and Kanban boards.
It can aid you in streamlining your activities and prioritizing your tasks so you can run your projects more efficiently.
They also offer additional tools which include expense tracking and invoicing to help you manage your projects more effectively.
You can create your own custom dashboard or utilize a custom template to create one that meets your needs.
It offers reporting facilities with advanced analytics that can assist you in monitoring your projects and identifying any issues and bottlenecks.
They offer a free plan that is suitable for small teams of up to five users and it includes the premium features, and they also offer a 14-day free trial of the software.

Website: https://www.proprofsproject.com/blog/accounting-project-management/

40. OneDesk

They offer project management software that can support you in tracking your projects and aid your team in working collaboratively.
It includes an offering for accounting teams which can help you to standardize your tax projects.
They provide the facilities to create templates, streamline your tax processes and support your team in completing all the steps needed.
The software enables you to manage your tasks and assign teams to the tasks as well as monitor their completion.
They provide communication features that enable you to discuss tasks, address feedback and share documents.
It can aid you in team management by helping you assign tasks, track progress, monitor team productivity and re-assign work when needed to balance workloads.
You can utilize the software to help you manage your client requests and route them to the right people to handle them.
The software can also track the hours worked by your employees to aid monitoring and create timesheets so payroll is easier and client billing is more accurate.
They provide real-time project tracking to aid you in seeing what is happening on your projects, monitor employee performance and understand project costs.
You can access a 14-day free trial of the software which can enable you to experience the software before committing to it.

Website: https://www.onedesk.com/teams/accounting/

41. Bonsai

Offers software that aids you in managing your projects, team and clients in one place whilst helping you to streamline your operations.
They offer a tailored solution for accountants and professional service providers that can aid with delivering work on time.
It can assist you in streamlining your processes and tasks to make efficiencies and free up your time.
The software can aid you in managing your tasks more effectively on your projects and across multiple projects including assigning, prioritizing and tracking your tasks.
You can visualize your projects on interactive Gantt charts so that you can manage your projects using timelines and tasks.
It can support you in managing your resources so that you can allocate tasks to the right people, track utilization and optimize your resources.
You can access a client portal to support your clients in accessing data and information which can be branded to match your business.
The software also offers time tracking facilities through timesheets that enable you to produce reports to understand how your team time is being spent.
It provides real-time reporting to aid you in monitoring your projects and tracking performance.
They offer a free 7-day trial of the software and a demo so that you can explore the software for yourself.

Website: https://www.hellobonsai.com/blog/project-management-for-accountants

42. Sage Intacct

They offer accounting, HR and payroll software which includes project accounting software that can assist you in managing your costs and revenue as well as delivering your projects on time.
It is designed to manage all of your project financials so that you can be more informed and track your project profitability throughout.
The software is customizable to fit the needs of your business and can help you automate your processes to increase productivity.
It can help you streamline your project management and billing processes so that you can save time.
The software centralizes your project information making it easier for your team to access it and collaborate.
They provide you with visibility of your projects enabling you to monitor your costs, time and expenses.
You can manage your resources through the software including finding the right resources, checking availability, monitoring utilization and tracking task completion.
It also offers time tracking tools and can track your expenses so that you can monitor your project costs more effectively to stay within budget.
They offer reporting facilities that can provide you with deep insights into your projects which can aid you in keeping your projects on track and growing your profits.
You can request a demo of the software to see for yourself how the software works.

Website: https://www.sage.com/en-gb/sage-business-cloud/intacct/product-capabilities/extended-capabilities/project-accounting/

43. Financial Cents

Offers software to support accountants with easy-to-use practice management software.
The software includes accounting project management software which is designed to help you track your client work and support you in reaching your deadlines.
It can assist you in setting up and delegating your work as well as tracking it so nothing gets lost.
The software aids you in gaining greater visibility of your projects so that you know when your deadlines are, the status of work and who is working on what.
It supports your team in working more collaboratively through the online and centralized platform to share information which can assist those working remotely.
You can automate your processes, workflow and data collection to help you save time and grow your business.
The software can assist you in managing your resources and planning capacity for your work.
They also offer a range of other useful tools which include email management, client portal, time tracking and billing.
The software provides reporting that can aid you in monitoring your progress and gaining insights such as identifying bottlenecks and profitability.
A free 14-day trial is available so that you can explore what the software is capable of.

Website: https://financial-cents.com/accounting-project-management-software/

44. Mango

They offer accounting practice and workflow management software that aid you in creating better client experiences and streamlining your communications.
It includes accounting project management software that supports you in managing your tasks and delivering your projects on time.
They provide a template library to assist you in getting your projects started and running them.
You can customize your workflows so that you can tailor the software to meet your needs.
It can automatically update your tasks when a task is completed and create new tasks with due dates.
They provide notifications by email to let you know when projects and tasks are assigned and when they are ready for viewing.
You can track your client’s history and work through the software to support client management and auditing.
The software can be accessed from anywhere using the mobile app so your team can stay connected wherever they are working.
They provide a comprehensive dashboard that enables you to monitor your projects and drill into them to see what is happening.
You can schedule a demo of the software so that you can learn more about the software.

Website: https://mangopractice.com/project-management-software/

45. Jetpack Workflow

Offers workflow software for accountants and bookkeepers that can assist you in organizing their services and automating your tasks.
They cater for accountants and bookkeepers of all sizes and support you in growing your business.
It can assist you in managing your workflows and tasks more effectively so that you can streamline your delivery.
You can create custom templates or utilize pre-made templates from the library to aid you in speeding up your set-up and quality of work.
It can help you to prioritize your tasks and can help you to create cascading task deadlines.
The software can assist you in monitoring your team’s workload and track their progress on tasks.
You can automate your processes, recurring tasks and deadlines so that you can increase efficiency and save time.
They provide tracking facilities that enable you to monitor your projects so you can see what is happening.
All plans include support and training which is led by their accounting workflow specialists and support is provided by chat, email or in the app.
They offer a free 14-day trial and a demo of the software so that you can see first-hand how the software works.

Website: https://jetpackworkflow.com/