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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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
Pricing for NetSuite starts at Custom and moves up to Custom pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
Custom
Pricing Plan 2:
Custom
- Salesforce
- Expensify
- Dropbox
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
Pricing for FreeAgent starts at $0/month and moves up to $24/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$0/month
Pricing Plan 2:
$24/month
- Dropbox
- Salesforce
- Google Drive
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
Pricing for QuickBooks starts at $30/month and moves up to $200/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$30/month
Pricing Plan 2:
$200/month
- PayPal
- Microsoft Excel
- Gmail
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
Pricing for Acumatica starts at Custom and moves up to Custom pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
Custom
Pricing Plan 2:
Custom
- Salesforce
- Dropbox
- Zapier
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
Pricing for FreshBooks starts at $17/month and moves up to $55/month pricing from there. You should connect with their team to learn more about the capabilities with each plan.
Best Fit For:
small and medium sized business
Free Trial Offered?
YES
NO
Pricing Plan 1:
$17/month
Pricing Plan 2:
$55/month
- Shopify
- Trello
- Mailchimp
