Anyone who manages a company as an accounting firm has to perform many tasks every day, both for clients and internally. However, what to do when the work increases and you can't handle everything? How to organize documents that are crucial to the business? good for that it is necessary to hire a management software accounting.
You will have no trouble finding such programs after a Google search. But, there are points that you should consider to choose the most appropriate one. To find out what they are, keep reading this article!
What is accounting management software?
First, let's try to understand the concept. An accounting management software is a tool that must meet not only the traditional accounting part, but also the tasks that are part of the company's routine..
An accounting firm has several tasks and processes that must be fulfilled daily, which demands a lot of time from those involved. By having an accounting program, the work becomes more automated, which reduces operating time and rework.
What are the characteristics of an accounting management software?
As much as the features may vary according to each system, here we point out the main ones that you should find in almost all programs.
customer integration
While clients need to issue invoices and carry out financial control, the accounting office is responsible for managing all these transactions. For this, the software needs to integrate the two parts in a single channel.
Document organization
When thinking about an accounting firm, it is common to imagine a place with papers all over the place referring to contracting with clients, suppliers and also internally.
However, this type of document management makes the loss of important files vulnerable, so they must be organized digitally through an accounting system that allows integration with other tools such as ZapSign (which already has a API ready for it) dedicated to electronic document signatures.
Cloud storage
As we said above, the ideal is for documents to be organized digitally and for their storage to work in the cloud.
After all, in this way, you are not dependent on the office computer to have access to company or customer data, just access them from any device, even your smartphone in most cases.
report production
As the accounting management software, by default, has integration with customer actions, reports can be generated automatically.
These reports inform both client and office performance, as well as providing insights to improve it.
Internal financial control
Do you know the expression “blacksmith's house, wooden skewer”? Well, it shouldn't be put into practice, because how will customers hire your service if you don't perform it yourself with excellence?
This is another benefit of the program: internal management using software customer service.
How to choose the most appropriate accounting management software
Some points should be considered when choosing the accounting program for your office. Therefore, before checking the list of software, let's see what you should consider when hiring the most appropriate system.
Cost
Just as every professional has its price, the same goes for management programs. However, choosing the cheapest solution for the sake of economy or the most expensive one for the excellence of the product it's not the right way.
What you should analyze here is the cost-benefit that the system will bring to your office. After all, nobody buys a product because they think it is beautiful, but because it solves a problem that the person has.
So, if the software solves the bottlenecks your company has and the price fits your pocket, it means that the cost-benefit is worth it.
Features
It is true that the systems available in the market offer different functionalities, as they are intended to meet different customer needs. Take into account which ones are yours to choose the program that best suits them.
To make sure of this, analyze the functions that the software presents on its official websites and look for testimonials from customers who already use them.
However, do not limit yourself to the stories that the company itself shows in its media, but above all those who genuinely speak well of the tool in their personal channels.
Security
Accounting software takes care of very important data about your company and customers. Imagine how damaging it would be if this information were leaked due to a system failure.
To prevent this from happening, check how the program's developers operate the security part at points such as:
- different levels of data access;
- appropriate encryption system;
- Security Certificate.
Demonstration
Despite checking if the system functions really serve your accounting office, does the same occur in practice?
This doubt is quite common and so that there is no breach of expectation after hiring, make sure to schedule a product demo first.
This practice is quite common in companies that offer software for management purposes. Official websites have forms for you to schedule the demo.
After completing and submitting it, a representative will return the contact to arrange the day and time when it will be done considering the specific scenario of your office. On that day, make sure you are at the computer with good internet access and clear all your doubts.
Support
This is also a point that cannot be missed when hiring. After all, doubts will certainly arise while you and your team use the system, right? Therefore, providing good support is essential..
When in contact with the company that offers the software, make sure you know what channels you can use to request support.
some have online service via chat, others answer by email and phone. Whatever the format, check out how fast the support response time is so that help comes right away.
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What is the best accounting software? Discover the top 5
Here we separate the 5 programs that have stood out the most in the market. Check out the list below!
1. Domain
A Domain is part of the global Thomson Reuters and has been operating in the market for twenty years, being a national reference in the development of accounting systems. Currently, it serves more than 30 accountants in Brazil.
It has integrated systems that allow complete management of the office and security of accounting and tax information.
Domain has varied solutions that can meet the most diverse needs of accounting companies. Its main functions include:
- export of payment receipt;
- simulation of holidays and termination;
- issuing of guides;
- automatic updating of tables;
- payments via e-Cac;
- bank statement import;
- account reconciliation and postings.
2. Nasajon
A Nasajon Systems operates in the market for over 35 years and has not only accounting solutions, but also for the tax, financial, human resources, trade, services, relationship and customer service areas.
Contábil is the name of the accounting system offered by them and which highlights agility and security in tax bookkeeping, generation of digital bookkeeping and FCONT.
In addition, the program also integrates with other systems that serve the finance, personnel department, tax bookkeeping, service and contract management sectors.
To learn how Nasajon can work in your business, you can request a demo or contact a representative.
3. Mastermaker
A mastermaker positions itself in the market as a provider of solutions that meet the needs of accounting offices, offering from tools to tasks from routine to advanced functions.
There are three types of Mastermaq offers. The first is the NG Platform aimed at meeting the operational needs of accounting offices, simplifying the processes and increasing productivity.
EVO, on the other hand, is aimed at companies looking for evolution, from task automation to digital integration to optimize the provision of services to customers.
Finally, Domo is a solution developed to manage the IRPF. It allows accessing the statement of customers at any time and from anywhere, as it is completely online.
4. Wise
A Legend develops accounting software that serves companies and accountants. Its usability is very simple, as it has automations that eliminate routine manual tasks, making you dedicate more time to customers optimizing the company's services.
Sage 50cloud is the solution to Small business who have external accountants and need to monitor the company's financial health in detail with results and indicators in real time.
Sage for Accountants, on the other hand, is aimed at accountants who need to manage their offices efficiently by obtaining information in real time, in addition to greater speed, accuracy and security when automatically accessing client documentary information.
5. Alter date
A alterdata is a systems developer in the accounting, business and real estate sectors, present in the software market since 1989.
Alterdata Contábil is the program that unites management tools for accounting offices, allowing more speed in communication and information exchange.
Alterdata Contábil Plus brings a package that automates work routines, in addition to optimizing the relationship with your customers.
Alterdata Contábil Gestor also has a package, this time consisting of tools for the internal management of the accounting office involving task control, document management and more.
Now that you know the main types of accounting management software on the market, it's easier to choose the most appropriate one for your company, isn't it?
In addition to it, there are other programs that you should invest in to have quality management, such as an ERP. To find out how it works, stay with us and check out this content we wrote about.
