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Top 10 Cloud Bookkeeping Platforms with Built-In Financial Dashboards of 2026 | Top Picks & Reviews

Albert Richer
Curated by :
Albert Richer
Updated Jan 30, 2026

You can also explore the full collection of software in our Cloud Bookkeeping Platforms category.

Cloud Bookkeeping Platforms with Built-In Financial Dashboards
Albert Richer

Unpacking the Top Cloud Bookkeeping Platforms with Financial Dashboards: Insights from Recent Research Recent market research indicates that businesses are increasingly gravitating towards cloud bookkeeping platforms with built-in financial dashboards, seeking both accessibility and functionality. A comparative analysis of product specifications shows that platforms like QuickBooks Online and Xero frequently receive positive ratings in customer reviews, particularly for their user-friendly interfaces and robust reporting features. However, studies suggest that while many consumers appreciate these attributes, they often overlook the importance of integration capabilities with other financial tools—an aspect that can significantly enhance usability. Interestingly, industry reports highlight that around 30% of users found that the visual representation of financial data in dashboards helped them make more informed decisions, indicating a growing preference for platforms that emphasize data visualization. Yet, some brands, such as FreshBooks, while praised for their invoicing features, may not offer as comprehensive a dashboard experience, suggesting that not all celebrated attributes align with user expectations. Price ranges for these platforms can vary widely, with subscriptions starting from $15 per month to over $100 for premium features. Unpacking the Top Cloud Bookkeeping Platforms with Financial Dashboards: Insights from Recent Research Recent market research indicates that businesses are increasingly gravitating towards cloud bookkeeping platforms with built-in financial dashboards, seeking both accessibility and functionality.

Similar Categories
1
Expert Score
9.8 / 10
736
116
MULTI-ENTITY READY
BUDGET-FRIENDLY
1
Docyt AI-Bookkeeping Software
9.8

Docyt AI-Bookkeeping Software

Docyt AI-Bookkeeping Software
View Website
Docyt is an AI-driven bookkeeping software solution designed to cater to the needs of multiple businesses. It offers efficient and fast automation of accounting processes, making it a perfect fit for businesses looking to streamline their financial management. Its ability to handle multi-entity accounting sets it apart in the industry, addressing the complex needs of businesses managing multiple entities.
Docyt is an AI-driven bookkeeping software solution designed to cater to the needs of multiple businesses. It offers efficient and fast automation of accounting processes, making it a perfect fit for businesses looking to streamline their financial management. Its ability to handle multi-entity accounting sets it apart in the industry, addressing the complex needs of businesses managing multiple entities.
MULTI-ENTITY READY
BUDGET-FRIENDLY

Best for teams that are

  • Multi-location hospitality businesses like hotels and restaurants
  • High-volume businesses needing AI to automate expense categorization and bill pay
  • Franchises requiring real-time revenue reconciliation across locations

Skip if

  • Freelancers or micro-businesses with low transaction volumes
  • Businesses looking for a simple, manual bookkeeping tool without AI complexity
  • Users who do not need automated accounts payable or expense management

Expert Take

Our analysis shows Docyt solves a critical pain point for the hospitality industry: reconciling daily revenue from complex POS and PMS systems into the general ledger. Research indicates that while it carries a premium price tag, its ability to handle multi-entity splits and continuous reconciliation offers significant ROI for high-volume businesses. Based on documented features, it stands out for its specialized integrations that generic bookkeeping tools simply do not offer.

Pros

  • Automated daily revenue reconciliation
  • Integrates with 30+ POS/PMS systems
  • Real-time multi-entity financial reporting
  • SOC 2 Type II certified security
  • AI-powered expense categorization

Cons

  • High starting price ($299/mo)
  • Reports of software bugs and delays
  • Steep learning curve for new users
  • Onboarding can be complex
  • Support response times vary
2
Expert Score
9.8 / 10
576
148
AI-POWERED EFFICIENCY
2
Digits AI-Native Accounting
9.8

Digits AI-Native Accounting

Digits AI-Native Accounting
View Website
Digits is a robust AI-native accounting software designed specifically for modern finance teams. It builds and updates real-time financial dashboards, prepares statements, and analyzes trends, surfacing deep financial insights. This SaaS solution uniquely addresses the needs of the industry by automating complex bookkeeping tasks, making financial management efficient and seamless.
Digits is a robust AI-native accounting software designed specifically for modern finance teams. It builds and updates real-time financial dashboards, prepares statements, and analyzes trends, surfacing deep financial insights. This SaaS solution uniquely addresses the needs of the industry by automating complex bookkeeping tasks, making financial management efficient and seamless.
AI-POWERED EFFICIENCY

Best for teams that are

  • Tech-forward startups seeking AI-driven real-time financial dashboards
  • Small businesses wanting automated transaction categorization and visual insights
  • Founders who prefer visual burn rate and runway metrics over spreadsheets

Skip if

  • Businesses with complex inventory, manufacturing, or job costing requirements
  • Companies requiring multi-currency support or non-US bank integrations
  • Users needing a traditional, manual double-entry bookkeeping interface

Expert Take

Our analysis shows Digits is not merely adding AI wrappers to legacy code but has rebuilt the general ledger from the ground up. Research indicates their 'Autonomous General Ledger' and proprietary 'Living Model' allow for object-level transaction understanding, enabling real-time automation that legacy platforms struggle to match. With SOC 2 Type II compliance and backing from the co-founder of Xero, it represents a credible, secure leap forward for US-based startups.

Pros

  • Autonomous General Ledger automates bookkeeping
  • SOC 2 Type II security compliance
  • Real-time financial dashboards and insights
  • Backed by Benchmark and SoftBank
  • Magical, intuitive user experience

Cons

  • Limited to U.S. entities and USD
  • Starting price higher than basic legacy tools
  • Smaller app ecosystem than QuickBooks
  • Bank feeds rely on aggregators
  • No inventory management features yet
3
Expert Score
9.6 / 10
356
153
COMPREHENSIVE ANALYTICS
3
AccountsIQ: Advanced Financial Software
9.6

AccountsIQ: Advanced Financial Software

AccountsIQ: Advanced Financial Software
View Website
AccountsIQ is a comprehensive financial management and accounting software solution specifically designed for businesses with complex or multi-entity structures. Its advanced consolidation, reporting, and automation capabilities uniquely meet the needs of such businesses, providing unparalleled control and transparency.
AccountsIQ is a comprehensive financial management and accounting software solution specifically designed for businesses with complex or multi-entity structures. Its advanced consolidation, reporting, and automation capabilities uniquely meet the needs of such businesses, providing unparalleled control and transparency.
COMPREHENSIVE ANALYTICS

Best for teams that are

  • Mid-market companies outgrowing Xero or QuickBooks needing scalable tools
  • Multi-entity groups requiring automated consolidation and intercompany recharges
  • Finance teams needing granular departmental or dimensional reporting

Skip if

  • Micro-businesses, freelancers, or sole traders with simple bookkeeping needs
  • Single-entity organizations that do not need complex reporting features
  • Users looking for a low-cost, off-the-shelf DIY accounting solution

Expert Take

Our analysis shows AccountsIQ effectively bridges the gap for mid-market companies that have outgrown Xero but cannot justify the cost of NetSuite. Research indicates its standout feature is the ability to consolidate up to 300 entities with a single click, supported by granular 6-dimensional BI coding. Based on documented ISO 27001 certification and an Open API, it offers enterprise-grade security and flexibility at a fraction of the price of traditional ERPs.

Pros

  • Consolidates up to 300 entities
  • ISO 27001 security certified
  • 1/6th the cost of ERPs
  • 6-dimensional BI analysis coding
  • Open API with 30+ integrations

Cons

  • Cannot view multiple screens simultaneously
  • Standard reports often need tailoring
  • Data entry can overwrite unexpectedly
  • Enterprise pricing requires custom quote
  • Smaller ecosystem than Xero/QuickBooks
4
Expert Score
9.6 / 10
541
159
TIME-SAVING AUTOMATION
4
Zeni AI Bookkeeping Software
9.6

Zeni AI Bookkeeping Software

Zeni AI Bookkeeping Software
View Website
Zeni AI is the ideal solution for businesses that need a streamlined, efficient and accurate accounting system. It leverages artificial intelligence to automate bookkeeping tasks, helping to minimize errors and save time. Its built-in financial dashboard makes it easy for businesses to track their finances and make informed decisions.
Zeni AI is the ideal solution for businesses that need a streamlined, efficient and accurate accounting system. It leverages artificial intelligence to automate bookkeeping tasks, helping to minimize errors and save time. Its built-in financial dashboard makes it easy for businesses to track their finances and make informed decisions.
TIME-SAVING AUTOMATION

Best for teams that are

  • Venture-backed startups wanting a "finance team in a box" service model
  • Founders prioritizing daily real-time dashboards and burn rate visibility
  • Companies needing GAAP-compliant financials without hiring in-house staff

Skip if

  • Bootstrapped businesses unable to afford high monthly service fees
  • Business owners who prefer hands-on, DIY control over their bookkeeping
  • Non-US based companies or those with complex international subsidiaries

Expert Take

Our analysis shows Zeni stands out by shifting the bookkeeping paradigm from a monthly close to a daily update model, powered by its AI-driven dashboard. Research indicates this 'finance concierge' approach offers startups real-time visibility into burn rates and cash flow that traditional firms often lack. Based on documented features, the inclusion of bill pay and reimbursements at no extra cost adds significant value, provided the business is comfortable within the QuickBooks Online ecosystem.

Pros

  • Daily bookkeeping updates vs monthly
  • Real-time AI financial dashboard
  • SOC 2 Type II certified security
  • Includes bill pay & reimbursements
  • Dedicated finance concierge team

Cons

  • High starting price ($549/mo)
  • Works only with QuickBooks Online
  • Reports of billing disputes
  • Not suitable for non-US entities
  • Annual contract focus
5
Expert Score
9.4 / 10
436
166
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
5
Gravity Software Cloud Accounting
9.4

Gravity Software Cloud Accounting

Gravity Software Cloud Accounting
View Website
Gravity Software is a robust SaaS accounting solution tailored for businesses with multi-entity requirements. It leverages the power of Microsoft's Power Platform, providing seamless integration with existing systems, and offering custom features that adapt as your business grows. Its built-in financial dashboards simplify complex financial data, making it an essential tool for finance professionals.
Gravity Software is a robust SaaS accounting solution tailored for businesses with multi-entity requirements. It leverages the power of Microsoft's Power Platform, providing seamless integration with existing systems, and offering custom features that adapt as your business grows. Its built-in financial dashboards simplify complex financial data, making it an essential tool for finance professionals.
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION

Best for teams that are

  • Multi-entity companies already invested in the Microsoft Power Platform ecosystem
  • Mid-market firms needing consolidated financial reporting without full ERP costs
  • Organizations wanting to unify accounting with Microsoft Dynamics 365 Sales

Skip if

  • Small, single-entity businesses or those not using Microsoft Dynamics/365
  • Organizations requiring built-in payroll processing
  • Users seeking a simple, plug-and-play solution with zero implementation time

Expert Take

Our analysis shows Gravity Software uniquely leverages the Microsoft Power Platform to offer enterprise-grade multi-entity accounting at a mid-market price point. Research indicates it effectively bridges the gap for businesses outgrowing QuickBooks but not ready for Sage Intacct, specifically through its native integration with tools like Power BI and Power Automate. Based on documented features, its ability to manage multiple entities in a single database without complex implementations is a standout capability for holding companies and family offices.

Pros

  • Native Microsoft Power Platform integration
  • Strong multi-entity consolidation features
  • Transparent, modular pricing structure
  • AI-powered Accounts Payable automation
  • Enterprise-grade Azure security infrastructure

Cons

  • Lacks native payroll module
  • Mandatory Microsoft Power Platform licensing
  • Direct bank feeds primarily North American
  • Interface described as clunky by some
  • Not suitable for small single-entity firms
6
Expert Score
9.4 / 10
478
131
USER-FRIENDLY DESIGN
INDUSTRY RECOGNIZED
6
Fathom Financial Management
9.4

Fathom Financial Management

Fathom Financial Management
View Website
Fathom is a comprehensive financial management solution designed specifically for the accounting and finance industry. It offers in-depth reporting, swift cash flow forecasting, and actionable financial insights, all within an easy-to-use platform. The software integrates seamlessly with popular accounting systems, providing real-time data to help businesses make informed decisions.
Fathom is a comprehensive financial management solution designed specifically for the accounting and finance industry. It offers in-depth reporting, swift cash flow forecasting, and actionable financial insights, all within an easy-to-use platform. The software integrates seamlessly with popular accounting systems, providing real-time data to help businesses make informed decisions.
USER-FRIENDLY DESIGN
INDUSTRY RECOGNIZED

Best for teams that are

  • Advisors and CFOs needing visual management reporting and cash flow forecasting
  • Xero or QuickBooks users requiring deeper analytics than their GL provides
  • Teams needing to consolidate results from multiple accounting files

Skip if

  • Businesses seeking a standalone bookkeeping or general ledger system
  • Advanced FP&A users needing highly complex custom modeling formulas
  • Users wanting a tool for day-to-day transaction entry or invoicing

Expert Take

Our analysis shows Fathom excels at transforming static accounting data into visual, actionable insights, particularly for advisors and multi-entity groups. Research indicates it offers robust 3-way forecasting and consolidation capabilities that are often manual in other tools. Based on documented certifications (SOC 2 Type 2, ISO 27001), it meets high enterprise security standards. While it lacks daily granularity for cash flow, its strength lies in strategic monthly and quarterly planning.

Pros

  • Automated 3-way cash flow forecasting
  • SOC 2 Type 2 and ISO 27001 certified
  • Multi-entity consolidation for up to 300 entities
  • Visual, customizable management reporting dashboards
  • Seamless daily sync with Xero and QuickBooks

Cons

  • No daily or weekly cash flow forecasting
  • Manual workarounds needed for complex accruals
  • No free plan (only 14-day trial)
  • Multi-currency consolidation limited to 50 entities
  • Steeper learning curve for advanced features
7
Expert Score
9.1 / 10
490
120
7
Client Hub Accounting Management
9.1

Client Hub Accounting Management

Client Hub Accounting Management
View Website
Client Hub is a comprehensive SaaS solution designed to streamline the workflow of modern accounting practices. It provides an integrated client portal, workflow tracking, document management, and time tracking, specifically tailored to meet the needs of accounting professionals. Its built-in financial dashboards offer real-time visibility into financial data, aiding in informed decision-making.
Client Hub is a comprehensive SaaS solution designed to streamline the workflow of modern accounting practices. It provides an integrated client portal, workflow tracking, document management, and time tracking, specifically tailored to meet the needs of accounting professionals. Its built-in financial dashboards offer real-time visibility into financial data, aiding in informed decision-making.

Best for teams that are

  • Accounting and bookkeeping firms needing a client portal and task management
  • QuickBooks or Xero users seeking to automate client data collection and queries
  • Firms wanting to centralize client communication and document collection

Skip if

  • Businesses seeking standalone general ledger or bookkeeping software
  • Large firms requiring complex CRM pipelines or advanced sales features
  • Users looking for a tool to manage inventory or payroll directly

Expert Take

Our analysis shows Client Hub solves a specific, high-pain problem for accountants: the 'uncategorized transaction' chase. Unlike generic project management tools, its deep bi-directional sync with QuickBooks Online and Xero allows clients to classify transactions directly in the portal, updating the ledger automatically. Research indicates this feature alone can save firms hours per week. While it lacks the advanced reporting of enterprise tools like Karbon, its transparent per-user pricing and AI-driven 'Magic' features make it a high-value choice for bookkeeping-centric firms.

Pros

  • Automated QBO/Xero transaction resolution
  • Simple per-user pricing model
  • Integrated client portal and workflow
  • AI-powered 'Magic' workflow features
  • Unlimited clients and storage

Cons

  • Basic internal reporting capabilities
  • Occasional browser interface lag
  • Limited notification customization
  • Less suitable for complex tax workflows
  • Mobile app has minor UI quirks
8
Expert Score
8.8 / 10
350
46
SCALABLE SOLUTIONS
8
Wave: Small Business Software
8.8

Wave: Small Business Software

Wave: Small Business Software
View Website
Wave is a cloud-based solution designed for small businesses, providing them with tools to manage invoicing, accounting, and online payments seamlessly. Its built-in financial dashboard is a key aspect that addresses the industry's need for real-time financial data visualization and tracking.
Wave is a cloud-based solution designed for small businesses, providing them with tools to manage invoicing, accounting, and online payments seamlessly. Its built-in financial dashboard is a key aspect that addresses the industry's need for real-time financial data visualization and tracking.
SCALABLE SOLUTIONS

Best for teams that are

  • Freelancers, solopreneurs, and micro-businesses with a zero-dollar budget
  • Service-based businesses needing simple invoicing and expense tracking
  • Users who want a simple setup without complex accounting jargon

Skip if

  • Growing businesses requiring inventory tracking or multi-user permissions
  • Users needing immediate live phone support without paying for premium add-ons
  • Companies with complex payroll or multi-currency needs

Expert Take

Our analysis shows Wave remains a top contender for micro-businesses due to its robust double-entry accounting core that is genuinely free for basic use. Research indicates that while recent changes have moved automation features like bank feeds behind a paywall, the platform's ease of use and H&R Block backing provide a stable, secure environment for freelancers. It effectively democratizes professional bookkeeping without the complexity of enterprise ERPs.

Pros

  • Free unlimited invoicing & accounting
  • Intuitive interface for non-accountants
  • Multi-currency support included
  • Backed by H&R Block
  • Unlimited users on Pro plan

Cons

  • No inventory management features
  • Bank feeds require paid plan
  • Support limited to chatbot for free
  • No audit trail functionality
  • Integrations gated behind paywall
9
Expert Score
8.7 / 10
547
123
9
Sage Business Cloud Intacct
8.7

Sage Business Cloud Intacct

Sage Business Cloud Intacct
View Website
Sage delivers a high-performance cloud-based financial management solution designed for finance professionals. It provides real-time visibility and AI-powered accounting across your entire operation, making it ideal for industries where financial transparency and accuracy are paramount.
Sage delivers a high-performance cloud-based financial management solution designed for finance professionals. It provides real-time visibility and AI-powered accounting across your entire operation, making it ideal for industries where financial transparency and accuracy are paramount.

Best for teams that are

  • Mid-sized to large companies needing complex multi-entity financial management
  • Nonprofits and organizations requiring advanced dimensional reporting
  • CFOs transitioning from entry-level software to a scalable cloud ERP

Skip if

  • Small businesses or startups with simple, single-entity accounting needs
  • Manufacturing firms requiring deep built-in inventory management
  • Organizations with a limited budget for implementation and subscription

Expert Take

Sage Business Cloud Intacct stands out in the industry for its powerful AI capabilities and seamless integrations. It's designed to streamline and automate financial management, allowing industry professionals to close their books 70% faster. It offers a single source of truth for financial data, ensuring accuracy, reducing errors, and saving time. Its robust feature set and impressive ROI make it a favorite among finance professionals.

Pros

  • AI-powered accounting
  • Real-time financial visibility
  • Over 350 integrations
  • High performance
  • Faster closing times

Cons

  • Possibly overwhelming for small businesses
  • Potential additional costs for more users
  • Complex setup for non-tech savvy users
10
Expert Score
8.3 / 10
485
72
CUSTOMIZABLE FEATURES
ENTERPRISE GRADE
10
FreshBooks: Small Business Accounting
8.3

FreshBooks: Small Business Accounting

FreshBooks: Small Business Accounting
View Website
FreshBooks is a cloud-based accounting solution specifically designed for small business needs. It offers robust features for invoicing, time tracking, managing receipts, and monitoring expenses. Moreover, it provides a built-in financial dashboard, allowing users to gain an instant snapshot of their business's financial health.
FreshBooks is a cloud-based accounting solution specifically designed for small business needs. It offers robust features for invoicing, time tracking, managing receipts, and monitoring expenses. Moreover, it provides a built-in financial dashboard, allowing users to gain an instant snapshot of their business's financial health.
CUSTOMIZABLE FEATURES
ENTERPRISE GRADE

Best for teams that are

  • Service-based freelancers and agencies requiring integrated time tracking
  • Small teams needing to track project profitability and billable hours
  • Users who want professional invoicing with automated follow-ups

Skip if

  • Retailers or wholesalers with complex inventory or supply chain needs
  • Rapidly scaling businesses restricted by client limits on lower-tier plans
  • Companies needing advanced double-entry accounting features on basic plans

Expert Take

Our analysis shows FreshBooks effectively bridges the gap between simple invoicing tools and complex accounting systems. Research indicates it is specifically optimized for service-based businesses, offering robust time-tracking and project profitability features that generalist competitors often lack. While the Lite plan has documented limitations regarding double-entry reports, the platform's higher tiers provide a comprehensive, user-friendly solution for non-accountants who need professional financial management without the steep learning curve.

Pros

  • Exceptionally intuitive interface designed for non-accountants
  • Strong built-in time tracking and invoicing features
  • Responsive phone support with knowledgeable staff
  • Double-entry accounting available on Plus/Premium plans
  • Seamless integrations with Gusto and Stripe

Cons

  • Lite plan lacks double-entry accounting reports
  • Bank feed connections can be unstable (e.g., Chase)
  • Additional users cost extra ($11/mo/person)
  • Limited inventory management capabilities
  • Price increases have frustrated long-term users

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Docyt AI-Bookkeeping Software
Yes No Contact for trial No No Email/Ticket only Not specified QuickBooks Online, Xero No Contact for pricing
2 Digits AI-Native Accounting
Web-only Yes Not specified No No Email/Ticket only Not specified QuickBooks Online No Free
3 AccountsIQ: Advanced Financial Software
No No Contact for trial No Enterprise API only Email/Ticket only ISO 27001 Salesforce, Microsoft Dynamics, Sage Enterprise plans only Contact for pricing
4 Zeni AI Bookkeeping Software
No No Contact for trial No No Yes Not specified QuickBooks Online No $149/month
5 Gravity Software Cloud Accounting
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Microsoft Dynamics, Power BI Enterprise plans only Contact for pricing
6 Fathom Financial Management
No No No Yes No Email/Ticket only Not specified QuickBooks Online, Xero, MYOB No $49/month
7 Client Hub Accounting Management
Web-only No Yes - 14 days No No Yes Not specified QuickBooks Online, Xero No $20/month
8 Wave: Small Business Software
Yes Yes No Yes No Email/Ticket only Not specified PayPal, Stripe, Etsy No Free
9 Sage Business Cloud Intacct
Yes No Contact for trial Yes Yes Yes SOC 2 Salesforce, ADP, Avalara Yes Contact for pricing
10 FreshBooks: Small Business Accounting
Yes No Yes - 30 days Yes Yes Yes SOC 2 Stripe, PayPal, Gusto No $15/month
1

Docyt AI-Bookkeeping Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks Online, Xero
Supports SSO
No
Starting Price
Contact for pricing
2

Digits AI-Native Accounting

Has Mobile App
Web-only
Has Free Plan
Yes
Has Free Trial
Not specified
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks Online
Supports SSO
No
Starting Price
Free
3

AccountsIQ: Advanced Financial Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Salesforce, Microsoft Dynamics, Sage
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
4

Zeni AI Bookkeeping Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks Online
Supports SSO
No
Starting Price
$149/month
5

Gravity Software Cloud Accounting

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Dynamics, Power BI
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
6

Fathom Financial Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks Online, Xero, MYOB
Supports SSO
No
Starting Price
$49/month
7

Client Hub Accounting Management

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks Online, Xero
Supports SSO
No
Starting Price
$20/month
8

Wave: Small Business Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
PayPal, Stripe, Etsy
Supports SSO
No
Starting Price
Free
9

Sage Business Cloud Intacct

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, ADP, Avalara
Supports SSO
Yes
Starting Price
Contact for pricing
10

FreshBooks: Small Business Accounting

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Stripe, PayPal, Gusto
Supports SSO
No
Starting Price
$15/month

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for cloud bookkeeping platforms with built-in financial dashboards is based on a comprehensive evaluation of key factors such as specifications, features, customer reviews, and ratings. Specific considerations important to this category include the user-friendliness of the dashboard, the robustness of financial reporting capabilities, integrations with other financial tools, and overall pricing structures. The research methodology focuses on analyzing product specifications, comparing customer feedback, and reviewing ratings from reputable sources, ensuring that the rankings reflect the best value and functionality available in the market. This systematic approach allows for an objective comparison of the 10 evaluated products, providing users with reliable insights to make informed decisions.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of user reviews and expert opinions.
  • Rankings based on an in-depth analysis of features, usability, and customer satisfaction ratings.
  • Selection criteria focus on integrated financial dashboard capabilities and cloud bookkeeping efficiency.
How We Evaluate Products

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Score Breakdown

0.0 / 10

What This Award Means