How we picked
- Focused on agency workflows (multi-client, shared visibility, and handoffs).
- Prioritized low-friction adoption: setup time, learning curve, and sane defaults.
- Looked for permissioning/guest access so clients can collaborate without chaos.
- Checked integrations with common agency stacks (CRM, PM, time tracking, billing).
- Noted pricing pitfalls and plan limits that tend to surprise teams later.
What changed in the latest update
- Re-checked plan limits and “guest/client” access.
- Updated shortlist order based on setup time and fit for agencies.
- Refreshed watch-outs for each tool (where teams typically get stuck).
FAQ
What’s the best accounting software for a small agency?
Start with the Top pick in the quick comparison, then sanity‑check the watch‑out against your workflow and budget.
How long does it take to set up accounting software?
Most teams can get a workable setup in a half day to two days. The real work is deciding your workflow (stages, ownership, and client touchpoints).
Do these tools support client access and permissions?
Usually, yes — but it varies by plan. Before committing, confirm guest seats, client permissions, and whether clients need paid accounts.