# Top 3 Accounting Workflow Management Software | Capterra > Looking for accounting workflow management software? Check out the top three workflow management software designed for accounting teams. Source: https://www.capterra.com/resources/top-accounting-workflow-management-software --- Accounting BasicsFinance & Accounting # Top 3 Workflow Management Software for Accounting Teams By Ashish Upadhyay Ashish Upadhyay Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 ... [See bio & all articles](https://www.capterra.com/resources/author/aupadhyay/) Published December 5, 2022 5 min read ## Simplify task management and create better workflows for your accounting team. As a small business owner or accounting manager, you probably oversee many accounting team members to ensure everyone is working on the right tasks and completing them on time. But are you still doing it manually? If yes, maybe it’s time to get software involved. With [workflow management software](https://www.capterra.com/workflow-management-software/), you can eliminate manual processes and create automated workflows for each accounting process or task, assign tasks to team members and track their status, and ensure effective team communication. This article highlights, in alphabetical order, the top three accounting workflow management software solutions. For each product, we cover overall user ratings along with the highest-rated parameter, review excerpts from industry professionals, and product pricing. [Read more](#methodology). ## 1\. Asana #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Ease of use - 4.5/5 #### Commonly used by Small businesses #### Starting price $10.99 per user per month (annual billing) #### Device Compatibilty #### Screenshots _Task list in_ [_Asana_](https://www.capterra.com/p/120550/Asana/) \* Analysis Accurate as of November 2022 **Here are some review excerpts from accounting professionals who have used Asana for workflow management:** > _“Asana is an entry level software for managing software in an agile way, and I think is useful for teams that need to track tasks.The UX of desktop and mobile is beautiful and helpful, so it's very simple to use.”_ > > _“Asana is a really good software for a business with teams.Asana is great for communication and keeps it all going.Just need Asana to have time tracking built in and it would be unbeatable._” > > _“Asana helps me keep everything in order so I don't ever forget about any projects.I like that I can create a task straight from my email and that I can arrange my to do list in any order i want.”_ [Read all Asana reviews here](https://www.capterra.com/p/120550/Asana/#reviews). ## 2\. ClickUp #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Customer support - 4.6/5 #### Commonly used by Small businesses #### Starting price $5 per user per month (annual billing) #### Device Compatibilty #### Screenshots _Workflow status in_ [_ClickUp_](https://www.capterra.com/p/158833/ClickUp/) \* Analysis Accurate as of November 2022 **Here are some review excerpts from accounting professionals who have used ClickUp for workflow management:** > _“Overall, I really enjoy using ClickUp.I can save a copy of an email directly from my email browser with just a click of a button.I can create reminders and tasks using an extension for Google Chrome without having to open ClickUp in a different window.It is extremely easy to assign tasks to other team members, chat with other team members,  attach files, look at different charts, etc.I really recommend this product to anyone that is looking to better organize their tasks/projects and could probably go on and on about how much I love their software!”_ > > _“ClickUp is a very good choice of management tool, as it is intuitive and easy to use for beginners.The tool has excellent features to perform different types of management, such as project management, task management, team management and time management.ClickUp is a very versatile and customisable tool because it can be used for all kinds of tasks_._”_ > > _“Overall, we love using Click Up.Managing tasks and documents has become easy with it.When you go deeper, you start discovering a lot of advance features.”_ [Read all ClickUp reviews here](https://www.capterra.com/p/158833/ClickUp/#reviews). ## 3\. Karbon #### Trial/Free Version - Free Trial - Free Version #### Highest-rated parameter Customer support - 4.6/5 #### Commonly used by Small businesses #### Starting price $59 per user per month (annual billing) #### Device Compatibilty #### Screenshots _Budget overview in_ [_Karbon_](https://www.capterra.com/p/156181/Karbon/) \* Analysis Accurate as of November 2022 **Here are some review excerpts from accounting professionals who have used Karbon for workflow management:** > “_Karbon has revolutionized Workflow for accountants.Truly taken it to a new level.It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software.Here are some exceptional featuresWhile not perfect, the email integration is greatCreating and managing projects is relatively easy and painlessClient task management is excellent and extremely usefulAutomations is work is great team collaboration is very good especially at the task levelMostly great utilization of screen real estate.”_ > > _“The most impactful feature is the cohesiveness of Karbon.We needed one place for our staff to send emails, enter their time, and track their work.We used 3 different apps to do this and Karbon combined all of them for us.The Client Task feature Karbon offers is my favorite.You can set up recurring monthly requests for your clients and it sends reminders on your behalf.”_ > > _“Overall I find Karbon a pleasure to work with and has definitely made my life as a practice manager a whole lot simpler.It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do.Look forward to optimising Karbon more for our practice and definitely see it as a key software in view of the growth we are aiming to achieve._” [Read all Karbon reviews here](https://www.capterra.com/p/156181/Karbon/reviews/). ## What features do workflow management tools offer? The core features of workflow management software are: - **Business process automation**: Automates processes, tasks, and procedures by establishing predefined workflow automation patterns to follow. - **Task management:** Provides a running list of action items and their respective status. - **Workflow configuration**: Configures workflows for individuals and teams, and helps define deadlines for tasks and teammates. All products listed in this report include the features mentioned above. **Besides these core features, workflow management tools also commonly tend to offer:** - Access control/permissions - Approval automation and process control - Calendar management - Collaboration tools - Compliance tracking - Document management - Forms management - Graphical workflow editor - Reporting/analytics ## How to choose the right accounting workflow management software for your business Getting your hands on the right accounting workflow software can become easier with these considerations in mind: - **Assess the user-friendliness of the software.** Workflow management solutions should have an intuitive interface that your accounting team and bookkeepers can easily navigate. Be sure to check how user-friendly the software is before investing. - **Check whether the software lets you create dependencies.** Accounting processes and tasks often involve multiple stakeholders. Therefore, select a workflow management tool that lets you create task dependencies and set up workflow automation to ensure every stakeholder is accountable for their part of the process. - **Opt for the reporting and analytics feature.** An ideal workflow management solution should let you create reports showcasing overall project completion rates and most productive hours to help your accounting firm understand what works best for them. When evaluating options, ask vendors whether their software provides such a feature. ## Common questions to ask software vendors before purchase These are some common questions you can ask vendors when assessing accounting workflow software options: Will your software integrate with my existing tools? Accounting teams often work with a bunch of tools for client management, document management, invoicing, payment processing, and financial data storage, among other processes. An ideal workflow management tool should integrate with all such tools that your business currently uses. Ask vendors whether their software offers integration support for your existing software stack. Can I track ROI with your software? For an accounting firm or team, a workflow management solution can significantly improve data processing efficiency and collaboration between departments. However, your shortlisted software should showcase such improvements over time through detailed reporting and analytics. Ask vendors whether their product has a feature to track your return on investment (ROI). Can I add more users and give specific access permissions? As your accounting firm or team grows, you'll have more users working on various projects. An ideal workflow management tool should take this into account and let you add more user seats within the existing workflows. It should also let you give access permissions to certain teammates to handle sensitive data. * * * **Methodology** To be considered for this list, products had to: 1. Have at least 20 unique product reviews from users in the accounting industry, published on Capterra between November 2020-22. We selected the three products with the highest ratings to feature in this article. 2. Meet our workflow management software by offering the following core features: business process automation, task management, and workflow configuration. To determine which size businesses each product is “commonly used by,” we check if at least 20% of reviewers come from a particular business size, and only then classify the product as having customers from that business size. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. Excerpts represent user opinion and do not represent the views of, nor constitute an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar. Read more about our editorial independence. * * * Looking for Accounting software?Check out Capterra's list of the [best Accounting software](https://www.capterra.com/accounting-software/) solutions. ### Was this article helpful? * * * ## About the Author [### Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) Ashish Upadhyay is a writer at Capterra. He provides insights to help small businesses identify the right software for their needs by analyzing over 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. 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