Choose software that fits the size of your operations, meets your country's tax requirements and connects to sales, stock and banks. Your accountant should be comfortable using it, so test it on one month of real data before you commit.
Step by step
- 1
Define your needs
How many invoices and entries you post each month, whether you have more than one company, branch or currency, and whether you need cost centers.
- 2
Check tax compliance
In Egypt, ask about connecting to the e-invoice and e-receipt systems. In Saudi Arabia, ask about compliance with the Zakat, Tax and Customs Authority's e-invoicing requirements.
- 3
Check the integrations
Does it connect to point of sale, your online store, stock and payroll, and can it import bank statements?
- 4
Review the reports
Balance sheet, income statement, cash flow, receivables aging and tax reports, ready without manual preparation.
- 5
Ask about permissions and data
Permissions for each user, a log of every change, and the ability to export all your data if you change software.
- 6
Test before you commit
Enter one real month of entries and invoices in a trial version, and ask your accountant's opinion before deciding.
Choosing the software without the accountant who will use it every day usually ends with the accounts going back to spreadsheets.
- best accounting software for small business
- cloud or desktop accounting software