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5 best workflow management software for accountants

Published on 28/06/2023 by Smriti Arya

Are you looking for workflow management software for your accounting business? Read this article to check out the best five workflow management software designed for accountants that have been shortlisted based on user ratings and reviews.

Best workflow management software for accountants 

As an accounting manager or business owner, you may have to monitor accounting team members to ascertain if everyone is working on the assigned tasks and how much time they spend on completing each task. But doing it manually could be time-consuming. 

Keeping this in mind, you may opt for workflow management software that can help you replace manual operations with automated workflows. Using this software, businesses can assign tasks to team members and check the status of assigned tasks. 

This article highlights the best five workflow management software for accountants in alphabetical order that have been shortlisted based on the following factors:

  • Have at least 20 user reviews over the past two years, from May 2021- May 2023. 
  • Have an overall user rating of at least 4/5 stars  
  • Meet the market definition of workflow management software
  • Cater to the accounting industry

The full methodology of selection of the tools can be found at the bottom of this article.

List of projects in Asana 
Displaying a list of business projects added in Asana with their priority status [Source: GetApp]
  • Overall rating: 4.5/5
  • Value for money: 4.4/5
  • Features: 4.3/5
  • Ease of use: 4.3/5
  • Customer support: 4.3/5

Asana is a workflow management software solution that helps accounting teams to keep track of finances and manage budgets. Using this tool, businesses can monitor the progress of their tasks and keep stakeholders informed via status updates. Companies may even get real-time insights into the project’s progress across teams and projects in the visualized format, including pie charts, graphs or detailed reports. 

Leveraging its project management feature, users can also tag, sort and filter projects so that team members know what to focus on first. Companies could manage to grant permission to specific parties with Asana's approval process control functionality. The software is free for individuals or teams, starting with workflow or project management with some limitations. However, businesses can upgrade to premium plans to meet their desired requirements. More information related to pricing can be found on their website. 

Status of workflow in ClickUp
A dashboard to view workflow status in ClickUp [Source: GetApp]
  • Overall rating: 4.7/5
  • Value for money: 4.6/5
  • Features: 4.6/5
  • Ease of use: 4.3/5
  • Customer support: 4.6/5

ClickUp is a workflow management software that caters to accounting firms and helps them track clients, generate shareable reports and manage budgets. Utilizing its task progress tracking feature, users may stay on track to meet their goals with measurable targets and clear timelines. 

Harnessing the benefit of reporting/analytics feature, the software may help accounting teams understand the accuracy of estimates and monitor how a team is performing. Users can plan, organize, and collaborate on any project by breaking down projects into small subtasks with ClickUp’s project management functionality.  

The software’s project request and approval template allows teams to identify tasks to be done, know who is responsible for performing them, monitor their progress and understand the approval process of tasks. Accounting professionals can also produce invoices with ClickUp’s invoice template and send them to their customers or clients. This product is free for personal use; however, businesses can upgrade to their paid plans to get the business benefits of the software. More details about pricing can be found on their website. 

Different stages of a project in Firm360
Displaying different stages of a project on the Firm360 dashboard [Source: GetApp]
  • Overall rating: 4.6/5
  • Value for money: 4.6/5
  • Features: 4.4/5
  • Ease of use: 4.5/5
  • Customer support: 4.7/5

Firm360 is a workflow management software for accounting firms that help them manage their accounting projects, generate invoices and gain insights into valuable data. Its task progress tracking feature lets users know what the team is working on and what is the progress of a specific task. 

The software’s advanced reporting/analytics functionality lets teams analyze the productivity of team members by providing them with information about staff utilization, staff workload or accounts receivable. Moreover, accounting firms can use this tool to assign project-related tasks to specific professionals and filter them by different stages of a project to track their status. 

Using Firm360, accounting firms could also create approval workflows to let team members understand how a task will move from one step to another. With accounts receivable reports, users may get more visibility into payments, making them able to generate and send invoices on time. 

The software offers paid plans to businesses of all sizes that accounting firms can purchase based on their requirements. To learn more about its paid plans, visit their official website. 

Progress of tasks on the Trello dashboard
A dashboard to view tasks in different stages [Source: GetApp]
  • Overall rating: 4.5/5
  • Value for money: 4.5/5
  • Features: 4.3/5
  • Ease of use: 4.5/5
  • Customer support: 4.3/5

Trello is a workflow management designed for finance teams to help them manage various tasks, including payroll and budget management, financial tracking or record keeping. In order to track the progress of specific tasks, users may toggle between timeline, calendar or table views. 

The software lets accounting firms create automated reports with customized templates using which they can compile text blocks and individual charts into dashboards, custom charts or graphs. In addition, teams may add more context to projects by assigning due dates and team members and prioritizing each project/task with labels such as high, medium or low priority.

Trello is available for free of cost for individuals or personal use, but offers different paid plans for companies willing to organize their accounting workflows using this software. More information on their pricing plans can be checked on their website. 

Tracking time spent on a specific task
Get an overview of time spent on each task using Uku [Source: GetApp]

Uku is a workflow management software that is built to help accounting firms standardize their day-to-day tasks and keep an eye on the progress of teams. Using Uku, users can track the time spent on each task to measure the performance of a particular project. 

Its reporting/analytics feature helps users assess business performance and make decisions based on real-time insights. Uku users can also break down projects into tasks, assign them to specific team members and get a real-time overview of task progress with the software’s project management functionality. 

Uku also provides accounting firms an automated billing feature that lets them send invoices to their clients at a fixed, hourly or service-based rate.

The software offers a free trial of 14 days to businesses to get hands-on experience with all the features. More details related to its pricing can be found on its official website. 

Looking for a workflow management software? Check out our catalogue!


Methodology

The software mentioned in this article are listed in alphabetical order. To select workflow management software for accountants listed above, the following factors were considered as of 10th May 2023:

  • A minimum of 4.5/5 star average overall rating in the last 2 years.
  • The existence of at least 30 reviews of the software over the past two years (between 10th May 2021- 10th May 2023).
  • All of the above software match GetApp’s definition of workflow management software: workflow management software coordinates the flow of tasks and ensures that business activities are properly implemented. Workflow Management systems offer a collaborative environment that allows businesses to easily monitor and evaluate their processes. Organizations use Workflow Management systems to facilitate instant access to data, schedule, and synchronize changes, manage task dependencies, and test the effectiveness of business strategies.
  • All the software have the following core features: business process automation, task management and workflow configuration.
  • All of the above software cater to the accounting industry


This article may refer to products, programs or services that are not available in your country, or that may be restricted under the laws or regulations of your country. We suggest that you consult the software provider directly for information regarding product availability and compliance with local laws.

About the author

Smriti is a Content Analyst for GetApp, helping SMBs deliver key insights into software, business and tech trends.

Smriti is a Content Analyst for GetApp, helping SMBs deliver key insights into software, business and tech trends.