The world of insurance can be a complex and stressful place. That's where accounting software comes in handy for brokers and agents; it streamlines many of the complicated processes, freeing up valuable resources for other tasks. Choosing the right software can be tough, so we've compiled a list of the five best accounting software options for insurance agents and brokers to help make that decision easier!
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![image of NetSuite logo](https://cdn.prod.website-files.com/6216ae5cdca4d58db79b5ac6/640e77cd65176e9bf1a7cc8c_image_of_NetSuite_logo.png)
NetSuite is a cloud-based accounting software that provides financial management, inventory management, and order management features. It is aimed at businesses of all sizes and includes integrations with various other business tools.
- Invoicing
- Financial management
- Inventory management
- Order management
- Project management
- Unified platform for financial, inventory, and order management
- Comprehensive reporting and analytics
- Flexible customization and scalability
- Higher pricing for advanced features and customization
- Steep learning curve for some users
- Limited customer support options
- Salesforce
- Expensify
- Dropbox
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![image of FreeAgent logo](https://cdn.prod.website-files.com/6216ae5cdca4d58db79b5ac6/640e77cc6b29691570d9ed31_image_of_FreeAgent_logo.png)
FreeAgent is a cloud-based accounting software aimed at freelancers and small businesses. It includes features such as invoicing and expense tracking.
- Invoicing
- Invoicing
- Expense tracking
- Financial reporting
- Project management
- User-friendly platform for freelancers and small business owners
- Simplified project and time management
- Easy tax filing and compliance
- Limited customization options for certain features
- Higher pricing for advanced features and multi-user support
- Limited mobile app capabilities
- Dropbox
- Salesforce
- Google Drive
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![image of QuickBooks logo](https://cdn.prod.website-files.com/6216ae5cdca4d58db79b5ac6/640e77cd77bb8da0cb697377_image_of_QuickBooks_logo.png)
QuickBooks is a comprehensive accounting software for small to medium-sized businesses. It includes features such as invoicing, expense tracking, and financial reporting. QuickBooks is available as desktop software or a cloud-based service.
- Invoicing
- Invoicing
- Expense tracking
- Financial reporting
- Payroll
- Efficient invoicing and payment processing
- Comprehensive financial reporting
- Robust payroll management
- Steep learning curve for some users
- Limited customization options for invoices and reports
- Limited customer support options for some plans
- PayPal
- Microsoft Excel
- Gmail
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![image of Acumatica logo](https://cdn.prod.website-files.com/6216ae5cdca4d58db79b5ac6/640e77cc8a2846163d47f1fd_image_of_Acumatica_logo.png)
Acumatica is a cloud-based accounting software that provides financial management, inventory management, and order management features. It is aimed at businesses of all sizes and includes integrations with various other business tools.
- Invoicing
- Financial management
- Inventory management
- Order management
- Project accounting
- Unified platform for financial, inventory, and order management
- Robust project and CRM management
- Flexible and scalable customization
- Steep learning curve for some users
- Higher pricing for advanced features and customization
- Limited customer support options for some plans
- Salesforce
- Dropbox
- Zapier
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![image of FreshBooks logo](https://cdn.prod.website-files.com/6216ae5cdca4d58db79b5ac6/640e77cc488cf816ed6c2b9f_image_of_FreshBooks_logo.png)
FreshBooks is an accounting software that includes invoicing, time tracking, and project management features, primarily aimed at freelancers and small businesses. It is cloud-based and offers mobile apps for iOS and Android.
- Invoicing
- Invoicing
- Time tracking
- Project management
- Estimates and proposals
- Time-saving automation of invoicing and payment processing
- Easy time tracking and project management
- Simplified tax preparation
- Higher pricing for advanced features and multi-user support
- Limited customization options for invoices and reports
- Limited integration options with other software
- Shopify
- Trello
- Mailchimp