The Top 10 Accounting Software for Financial Services 

Choosing the right accounting software for financial services is essential to staying compliant, improving accuracy and enabling smarter decision-making. This post explores the top 10 accounting software solutions for financial services in 2025, with a spotlight on why Sage Intacct tops the list: 

Whether you’re managing a growing investment firm, insurance business or advisory service, today’s financial teams need robust, cloud-based accounting solutions capable of more than just tracking debits and credits – let’s delve into the details of the top 10 options: 

1. Sage Intacct – Best Overall Accounting Software for Financial Services

Sage Intacct leads the pack when it comes to financial management accounting software. Specifically designed for finance professionals, it’s a cloud-native platform that provides real-time visibility, multi-entity consolidation and advanced automation. 

Sage Intacct stands out due to: 

• Best-in-class reporting and dashboards. 

• Automated consolidations across entities, currencies and geographies. 

• Scalable architecture ideal for fast-growing financial services firms. 

• Seamless integration with CRMs (like Salesforce), payroll and industry-specific tools. 

For UK financial services organisations and global businesses alike, Sage Intacct offers unmatched power and flexibility, making it the best accounting software UK financial teams can rely on. 

For a quick overview of Sage Intacct Dashboards, click to play the video.

2. Xero

Popular among small to mid sized firms thanks to its intuitive interface. While not as deep on financial reporting as Sage Intacct, it’s a popular choice capable of meeting the needs of startups and businesses with basic accounting requirements. 

3. QuickBooks

Used mainly by startups and smaller, single-entity businesses, QuickBooks offers simple cloud accounting to help them manage their financial transactions and balance the books. As a business grows or adds new entities, the need to upgrade to a more comprehensive, scalable solution becomes apparent. 

4. NetSuite ERP

An enterprise-grade ERP with powerful financial modules, NetSuite offers automation and compliance tools, but can be costly and complex to implement – especially for mid-sized businesses. 

5. FreeAgent

Favoured by freelancers in the UK, FreeAgent is considered user-friendly and well suited to sole practitioners and niche advisory firms. 

6. KashFlow

Developed in the UK, KashFlow is designed with simplicity in min. Best suited for smaller financial services providers in need of basic accounting functionality without complex reporting or analysis needs. 

7. Zoho Books

Zoho Books is part of the Zoho ecosystem and offers competitively priced core features. Popular with businesses already using other Zoho apps but lacks the scalability and advanced features Sage Intacct provides

8. Oracle Fusion Cloud Financials

Oracle’s solution is built for large enterprises who need enterprise grade compliance, analytics and scalability. It’s a robust but likely overkill for the majority of financial services SMEs. 

9. Microsoft Dynamics 365 Business Central

A strong option for firms already embedded in the Microsoft ecosystem, it offers modular, customisable tools but many of them do require third party apps for a full financial service functionality. 

10. Wave

Wave is a free accounting software, best suited to solo advisors or new start-ups. It is limited in features but offers a no-cost way to handle basic accounting.  

When evaluating accounting software for financial services, it’s wise to consider: 

• Scalability and automation tools 

• Multi entity and multi-currency support 

• Compliance and reporting features 

• Integration capabilities 

For financial services firms aiming to scale while maintaining precision and insight, Sage Intacct remains the #1 choice in 2025. 

WHY CHOOSE ACUITY24 AS YOUR SAGE INTACCT PARTNER?

Our experience in complex Sage implementations ensures a smooth transition and expert support along the journey. Unlike other partners, we also provide:

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