---
description: Discover the best Actuarial Software in New Zealand. Compare top Actuarial Software tools with customer reviews, pricing and free demos.
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title: Best Actuarial Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Actuarial Software

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## Products

1. [Karbon](https://www.softwareadvice.co.nz/software/106365/karbon) — 4.7/5 (206 reviews) — Karbon is the modern practice management platform built for accounting firms. It brings together your work, clients, ...
2. [WealthSphere](https://www.softwareadvice.co.nz/software/519853/WealthSphere) (0 reviews) — WealthSphere is a wealth management software that combines multiple client management modules, such as the customer r...
3. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20613 reviews) — QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as constru...
4. [Acuity Scheduling](https://www.softwareadvice.co.nz/software/116391/acuity-scheduling) — 4.8/5 (5741 reviews) — Acuity Scheduling is a cloud-based appointment scheduling solution that enables business owners to manage appointment...
5. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3578 reviews) — TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, ...
6. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3273 reviews) — Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations m...
7. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
8. [BQE CORE Suite](https://www.softwareadvice.co.nz/software/37091/bqe-core-project-management) — 4.5/5 (783 reviews) — It can take a significant amount of time to bill clients, extract financial reports and manage budgets and expenses. ...
9. [BigTime](https://www.softwareadvice.co.nz/software/3026/bigtime) — 4.6/5 (658 reviews) — BigTime is the AI-powered platform purpose-built for finance and operations leaders at growing professional services ...
10. [Sage Accounting](https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting) — 4.1/5 (571 reviews) — Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offer...
11. [BILL Spend & Expense](https://www.softwareadvice.co.nz/software/39499/divvy) — 4.7/5 (432 reviews) — BILL Spend \& Expense (formerly Divvy) offers an extraordinary way for businesses to gain complete control over th...
12. [Melio](https://www.softwareadvice.co.nz/software/114354/melio) — 4.2/5 (401 reviews) — Melio is an accounts payable solution designed to streamline bill payments, enhance workflows, and optimize cash flow...
13. [Suralink](https://www.softwareadvice.co.nz/software/116025/suralink) — 4.7/5 (400 reviews) — Suralink closes the Client Readiness Gap by combining its industry leading client collaboration portal with its newly...
14. [Podio](https://www.softwareadvice.co.nz/software/393080/citrix-podio) — 4.3/5 (362 reviews) — Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom application...
15. [Bright](https://www.softwareadvice.co.nz/software/445008/thesaurus-brightpay) — 4.9/5 (344 reviews) — Bright offers a suite of industry-leading software solutions for accountants, bookkeepers and SMEs across the UK and ...
16. [vcita](https://www.softwareadvice.co.nz/software/31237/vcita) — 4.5/5 (291 reviews) — vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small...
17. [Canopy](https://www.softwareadvice.co.nz/software/127735/canopy) — 4.5/5 (285 reviews) — Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax ...
18. [SaasAnt Transactions](https://www.softwareadvice.co.nz/software/288889/saasant-transactions) — 4.8/5 (269 reviews) — SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, an...
19. [Uncat](https://www.softwareadvice.co.nz/software/344553/uncat) — 4.7/5 (262 reviews) — Uncat is the leading app for bookkeepers and accountants to fix uncategorized transactions with their clients. It get...
20. [Financial Cents](https://www.softwareadvice.co.nz/software/80460/financial-cents) — 4.8/5 (260 reviews) — Financial Cents is an easy to use practice management solution built for accountant and bookkeepers. Track client wor...
21. [Taxprep](https://www.softwareadvice.co.nz/software/264119/taxprep) — 4.6/5 (215 reviews) — Taxprep is a cloud-based tax preparation software that helps companies with diagnostics, data entry, audit reviews, q...
22. [OfficeTools](https://www.softwareadvice.co.nz/software/38491/officetools) — 4.1/5 (196 reviews) — OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, p...
23. [Syft Analytics](https://www.softwareadvice.co.nz/software/115065/syft-analytics) — 4.7/5 (186 reviews) — Syft Analytics is the award-winning interactive \& collaborative financial reporting tool. From simple reports thr...
24. [Dext](https://www.softwareadvice.co.nz/software/199699/receipt-bank) — 4.3/5 (173 reviews) — Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accou...
25. [TPS Cloud Axis](https://www.softwareadvice.co.nz/software/346487/tps-cloud-axis) — 4.6/5 (162 reviews) — TPS Cloud Axis was designed with accountants in mind– particularly small to large scale accounting firms. Reasonably ...

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## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Expense Management Software](https://www.softwareadvice.co.nz/directory/427/expense-management/software)
- [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software)
- [Collaboration Software](https://www.softwareadvice.co.nz/directory/4138/collaboration/software)
- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)

## Links

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| en | <https://www.softwareadvice.com/accounting-practice-management/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software> |
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With QB Enterprise solution, any business owner can expand business operations using advanced inventory, reporting, and invoice tools, in addition to premium support from Enterprise's CS and Payroll teams. Quickbooks includes inventory management, inventory tracking, expense tracking, payroll management, invoicing, multi-user management, advanced reporting tools, and more.\n\nQuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. With over 200+ auto-filled templates and 70 industry-specific reports, this Quickbooks accounting software helps businesses find the QuickBooks data to solve any business issue. Quickbooks advanced inventory tools allow businesses to gain visibility and control over the inventory management process with the ability to track inventory movement, automatically scan and update inventory items, manage any purchase order/sales order from one dashboard, and plenty more.\n\nQuickBooks Enterprise also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and more. Businesses also have to ability to scan and attach multiple documents including receipts and quotes for multiple accounting tasks. The tool enables businesses to arrange documents into categories and keep track of important accounting files. This solution also maintains a change log to record changes within each document with the proper date and time stamp.\n\nQB also offers different QuickBooks software such as QuickBooks Premier and QuickBooks Pro that includes include different functionality and features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90cac4f1-9eba-4d30-9949-91da634d4da5.png","url":"https://www.softwareadvice.co.nz/software/49801/qb-enterprise","@type":"ListItem"},{"name":"Acuity Scheduling","position":4,"description":"Acuity  Scheduling is a cloud-based appointment scheduling solution that enables business owners to manage appointments online. The product caters to the needs of small and midsize businesses as well as individual professionals. Acuity  Scheduling lets users automate appointment bookings by offering a real-time view of the time available. It has the capability to automatically sync calendars according to users’ time zones and can send regular alerts and reminders to users regarding appointment schedules.\n\nAcuity Scheduling’s scheduling feature set includes customizable intake forms, embeddable calendars, third party application calendar synchronizing and group scheduling for workshops. Acuity Scheduling is suitable for service-based businesses such as training and tutoring centers, coaching and consulting, photography and video production companies, fitness studios, salons and spa centers and health and dental clinics. The solution offers a free basic module and is available as a monthly subscription. The product offers APIs and integrates with third-party applications such as QuickBooks, FreshBooks, MailChimp, Google Analytics and WordPress.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d2bcb49-a179-4429-958c-2a822b192105.webp","url":"https://www.softwareadvice.co.nz/software/116391/acuity-scheduling","@type":"ListItem"},{"name":"TaxDome","position":5,"description":"TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients. \n\nTaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely.\n\nYou can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality.\n\nTaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee626275-beaf-41ec-9bad-16fcc834b075.png","url":"https://www.softwareadvice.co.nz/software/335839/taxdome","@type":"ListItem"},{"name":"Xero","position":6,"description":"Xero is a cloud-based accounting platform designed to assist small and midsize businesses with financial operations management, financial visibility and business performance optimization and more. The platform helps automate accounting tasks and maintain accurate financial records. It offers expense management tools that enable users to track and manage business expenses. Key features include invoicing, quoting, making and collecting payments, tax payment, employee and workforce management, bank reconciliation, expense management, projects handling, reporting and analytics and security measures. Users can capture receipts, categorize expenses and submit them for approval. Xero also supports expense claims, allowing employees to submit their expenses for reimbursement. It provides detailed expense reports, helping businesses monitor spending and identify cost-saving opportunities.\n\nOne of the core features of Xero is its invoicing capability. The solution allows accountants and bookkeepers to create and send professional invoices to clients, track their status and receive payments online. Users can customize invoice templates to align with their brand identity and set up automated reminders for overdue payments. It supports multi-currency invoicing, making it suitable for businesses with international clients. Xero's bank reconciliation feature is designed to streamline the process of matching bank transactions with accounting records. The tool automatically imports bank transactions and suggests matches based on historical data. Users can also create custom bank rules to automate the categorization of recurring transactions. Xero also provides real-time updates on cash flow, helping businesses maintain accurate financial records.\n\nXero includes payroll management functionalities that assist businesses in managing employee payroll and compliance. It allows users to process payroll, calculate taxes and generate payslips. It also supports direct deposit, enabling businesses to pay employees electronically. Additionally, Xero provides tools for managing employee leave and tracking work hours, ensuring accurate payroll processing and compliance with labor regulations. Xero complies with the Payment Card Industry Data Security Standard, and produces Service Organization Control (SOC 2) reports. It also offers a range of reporting and analytics tools that provide valuable insights into business performance. Users can generate custom financial reports, such as profit and loss statements, balance sheets and cash flow statements. Xero's dashboard provides a real-time overview of key financial metrics. The tool supports budgeting and forecasting, enabling businesses to plan for future growth and manage financial risks.\n\nXero integrates with several third-party applications, including CRM systems, eCommerce platforms and payment gateways. Xero’s integrated practice management software includes Xero HQ, Xero Practice Manager, Xero Workpapers and Xero Tax. It connects businesses with their bank, their advisor, accounting tools, payment services and more. These integrations facilitate data synchronization and optimize overall operational. Data is protected by multiple layers of security, including encryption and the platform is subject to strict privacy controls as it uses multi-factor authentication.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa6f08b4-1fe7-4944-bee8-e3ef64ed55f9.png","url":"https://www.softwareadvice.co.nz/software/2976/xero","@type":"ListItem"},{"name":"NetSuite","position":7,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"BQE CORE Suite","position":8,"description":"It can take a significant amount of time to bill clients, extract financial reports and manage budgets and expenses. That’s why BQE Software created BQE CORE, an intuitive and flexible accounting and project accounting solution for professional service firms.<br />\n<br />\nBQE CORE centralises and streamlines how teams enter and use financial details, giving you a holistic view of client, employee, project and expense details on intelligent dashboards and reports. Automatic billing, integrated with feature-rich time and expense tracking and reporting will save hours of work each week.<br />\n<br />\nRun Your Business from a Single Platform<br />\n● Customise over 20 standard invoice templates to satisfy nearly every need<br />\n● Save time with automatic bank and credit card downloads & batch update feature<br />\n● Easily capture every hour, fixed fee, unit cost and % contract types<br />\n● Reduce administrative tasks by creating automatic schedules for billings and invoices<br />\n● Keep all players informed with easy-to-understand reports and full general ledger<br />\n● Manage your business no matter where you are with native iOS and Android apps<br />\n<br />\nBQE CORE offers integration with various third-party accounting software and certified partnerships with popular software such as QuickBooks Online, MYOB AccountRight Live, Dropbox, Google Drive, Stripe, Office 365, Power BI, and more!<br />\n<br />\nWith more than 400,000 users worldwide, BQE CORE is trusted by leading architects, engineers, accountants, lawyers, IT specialists, and business consultants. The scalable system is suited for small to large-sized professional services firms looking for a solution with a wide range of features and integrations at a modest price. <br />\n<br />\nBQE CORE pricing is built in a modular fashion and lets you buy only the modules you need.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2a6d189c-62c6-45a7-bcad-aeae738925a3.png","url":"https://www.softwareadvice.co.nz/software/37091/bqe-core-project-management","@type":"ListItem"},{"name":"BigTime","position":9,"description":"BigTime is the AI-powered platform purpose-built for finance and operations leaders at growing professional services firms—includingconsulting, engineering, IT services, and accounting. It unifies the full client engagement lifecycle in one connected system, from scoping and selling new work to staffing, project delivery, invoicing, and payments.\n\nWith BigTime, firms can build accurate project scopes and estimates using templates, historical data, and custom rate cards, helping align sales and delivery around shared expectations from day one. AI-powered resource planning tools ensure the right people are assigned to the right projects based on skills, availability, and capacity. Teams can capture time and expenses quickly through intuitive web and mobile interfaces, with configurable approvals and reminders to keep work accurate and compliant.\n\nBilling and invoicing are streamlined with flexible models—time and materials, fixed fee, retainer, or blended rates—so firms can bill how they work. With one-click invoice generation and integrated payment processing via BigTime Payments, firms reduce days sales outstanding (DSO), eliminate manual steps, and accelerate cash flow.\n\nBigTime also provides real-time dashboards and AI-driven analytics for full visibility into key performance metrics including utilization, project progress, and profitability. Leaders can identify risks early, forecast staffing needs, and make fast, data-driven decisions that drive stronger margins and client satisfaction.\n\nFor teams currently juggling disconnected tools or spreadsheet-based processes, BigTime delivers efficient processes and clear visibility. It simplifies how firms manage projects, people, and payments by centralizing data across the organization—reducing errors, eliminating double entry, and freeing up teams to focus on client value instead of administrative work.\n\nDeep integrations ensure BigTime connects with leading business systems, including QuickBooks, Salesforce, Sage Intacct, Google Workspace, Microsoft Outlook, HubSpot, and other tools that professional services firms rely on. These integrations keep data aligned across systems, reduce double entry, and provide a more holistic view of operations across the business.\n\nBigTime is built for scale. It supports firms from 10 to over 500 employees with features like role-based permissions, multi-entity support, audit logs, and enterprise-grade reporting. The platform meets modern security and compliance standards, including SOC 2 Type II certification, data encryption in transit and at rest, SAML-based single sign-on (SSO), multi-factor authentication (MFA), and GDPR compliance.\n\nTrusted by more than 3,000 professional services firms, BigTime delivers fast time-to-value, getting most firms live within 60 days. From complex engineering and IT initiatives to high-margin consulting and recurring accounting work, BigTime helps firms improve utilization, increase profitability, and sustainably scale. All-in-one intelligent, AI-powered platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d2ce783e-db55-4da2-8cac-4ddd21aee442.png","url":"https://www.softwareadvice.co.nz/software/3026/bigtime","@type":"ListItem"},{"name":"Sage Accounting","position":10,"description":"Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite.\n\nSage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments.\n\nSage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0ab0d87-bb3b-462a-bf21-d95b9293a76f.jpeg","url":"https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting","@type":"ListItem"},{"name":"BILL Spend & Expense","position":11,"description":"BILL Spend & Expense (formerly Divvy) offers an extraordinary way for businesses to gain complete control over their spending with our user-friendly software and corporate cards. Our unique budgeting software allows companies to precisely manage their expenses while also simplifying cash flow planning. And the best part? It’s completely free, so managing your business expenses is easier than ever.  For more information, visit bill.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/abb62e5a-80e8-4da3-b875-c73a9849df4b.png","url":"https://www.softwareadvice.co.nz/software/39499/divvy","@type":"ListItem"},{"name":"Melio","position":12,"description":"Melio is an accounts payable solution designed to streamline bill payments, enhance workflows, and optimize cash flow for businesses of all sizes. Pay vendors online via bank transfers or credit/debit cards, even if they only accept checks—Melio handles the manual tasks. \n\nWith Melio, you can choose to pay by bank transfer or card to extend your cash flow and earn rewards. Adding vendor or bill details is easy—enter manually, upload, or photograph invoices. Schedule payments to match your cash flow needs and let Melio manage the process. Pay international vendors in their local currency for the goods and services your business requires. Seamlessly integrate with QuickBooks and Xero to keep your finances updated.\n\nThe Melio mobile app for iOS and Android allows you to track and manage payments anytime, anywhere, providing better financial control and ensuring your business operates smoothly.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/88ede00f-aaa2-46e9-9e7e-51466548f18c.png","url":"https://www.softwareadvice.co.nz/software/114354/melio","@type":"ListItem"},{"name":"Suralink","position":13,"description":"Suralink closes the Client Readiness Gap by combining its industry leading client collaboration portal with its newly launched automated testing and AI-powered analysis capabilities, to create the industry's first fully-integrated “Request-to-Test” platform.\n\nSuralink’s platform provides seamless collaboration, automates key workflows, and provides real-time visibility throughout the engagement process all in our fully secure and cloud-based environment. These capabilities enable clients to more easily provide the correct information and firm users to assess and validate that information faster, ultimately reducing confusion, misalignment, and wasted effort. By ensuring that the right information is provided at the right time, we help firms be more efficient, accelerate engagement timelines, and improve the overall client experience.\n\nSuralink enables seamless collaboration throughout the entire engagement process\nSuralink provides real-time visibility and engagement status tracking \nSuralink integrates and automates the most critical stages of an engagement to eliminate manual inefficiencies\nSuralink leverages enterprise-grade security and compliance to protect your clients’ data\nSuralink increases client satisfaction and retention\nSuralink enables firms to deliver engagements on time and on budget","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c9353bef-d4c5-4852-bf0f-c15f04cbaa54.png","url":"https://www.softwareadvice.co.nz/software/116025/suralink","@type":"ListItem"},{"name":"Podio","position":14,"description":"Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or development resources.\n\nThe Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.\n\nPodio offers a range of social collaboration features, including likes and file-sharing anywhere within the system, as well as internal instant messaging and video chat.\n\nPodio’s app-building capabilities make it a good fit for smaller organizations that require a high degree of customization, particularly those looking to manage multiple business processes within a single system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f947c5f5-bd99-4c12-b724-cb06886d4c13.png","url":"https://www.softwareadvice.co.nz/software/393080/citrix-podio","@type":"ListItem"},{"name":"Bright","position":15,"description":"Bright offers a suite of industry-leading software solutions for accountants, bookkeepers and SMEs across the UK and Ireland. Our multi-award-winning, user-friendly and innovative products let users support clients while profitably running their practices, with the backing of exceptional support.\n\nOur product suite includes: \n\n• BrightPay (Payroll software)\n• BrightManager (Practice management software)\n• BrightPropose (Proposal and pricing software)\n• BrightTax (Tax and accounts software for the UK only) \n• BrightCosec (Company secretarial software for the UK only) \n• BrightAccountsProduction (Accounts production software for IE only) \n• BrightBooks (Bookkeeping software for IE only)","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d59eb9fe-5474-4d22-81da-db7e61c4941b.png","url":"https://www.softwareadvice.co.nz/software/445008/thesaurus-brightpay","@type":"ListItem"},{"name":"vcita","position":16,"description":"vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.\n\nFrom collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/675215bd-69e8-49ff-aeb7-8fe69efff96c.jpeg","url":"https://www.softwareadvice.co.nz/software/31237/vcita","@type":"ListItem"},{"name":"Canopy","position":17,"description":"Canopy is a cloud-based practice management and tax resolution platform for accounting firms, tax professionals, tax attorneys and enrolled agents. It provides an integrated suite with various tools to help enhance efficiency while creating a connected client experience. Canopy offers a mobile app where clients can securely share files, complete case to-do lists, e-sign documents, view invoices and make payments. The app is compatible with iOS and Android devices.\n\nCanopy includes features such as birds-eye view, client requests, communications, automated workflows, custom templates, document review, payments, transcripts retrieval, tax resolution, notices and more. It comes with a practice management module, which allows users to automate client onboarding, manage secure file exchange and track client communications. \n\nPricing is on an annual subscription basis. Support is available via phone, online knowledge base and video tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cd76892f-c11a-4f2d-948a-fd800d702efd.png","url":"https://www.softwareadvice.co.nz/software/127735/canopy","@type":"ListItem"},{"name":"SaasAnt Transactions","position":18,"description":"SaasAnt Transactions, built for Quickbooks, is a data entry solution that helps businesses import, review, delete, and map daily transactions on a centralized platform. The history functionality allows team leaders to maintain an audit trail of all employee's activities across vendor, item, fixed assets, customers and accounts files.\n\nSaasAnt Transactions enables team members to bulk export transaction details from Quickbooks with details, such as customer name, created date, currency, due date, and ship date. It is available on annual subscriptions and support is extended via live chat, FAQs, phone, and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57a15f65-75c9-4d14-9e52-d68dc88c4d04.png","url":"https://www.softwareadvice.co.nz/software/288889/saasant-transactions","@type":"ListItem"},{"name":"Uncat","position":19,"description":"Uncat is the leading app for bookkeepers and accountants to fix uncategorized transactions with their clients. It gets information back from clients faster, and syncs with QuickBooks Online, Xero, and QuickBooks Desktop. They also offer a library of on-demand video tutorials and webinars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5c720b9-c224-4eb1-b766-d5f1dd541b7a.jpeg","url":"https://www.softwareadvice.co.nz/software/344553/uncat","@type":"ListItem"},{"name":"Financial Cents","position":20,"description":"Financial Cents is an easy to use practice management solution built for accountant and bookkeepers. Track client work, communicate with your team, store client information, and track your client’s financial performance all in one place.\n\n\nFinancial Cents consists of 3 main solutions: Workflow Management, Client CRM, and Financial Reporting. The workflow management solution helps you track client work and collaborate with your team so firms can hit their deadlines. The Client CRM allows firms to communicate with clients and store all their client information & data in one place. The financial reporting tool allows you to track key financial metrics for your clients and forecast their numbers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e21ef758-af80-4b86-85a4-15bb566ad454.png","url":"https://www.softwareadvice.co.nz/software/80460/financial-cents","@type":"ListItem"},{"name":"Taxprep","position":21,"description":"Taxprep is a cloud-based tax preparation software that helps companies with diagnostics, data entry, audit reviews, quality assurance and more. The system allows users to conduct in-depth analyses including trendlines, rolling averages and Pareto charts, as well as cross-tabulate data by multiple dimensions. With built-in scheduling capabilities for managers and users, it also helps coordinate schedules of activities without the need for multiple calendars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dc4a271e-91b8-46ac-968f-13e389fb379c.png","url":"https://www.softwareadvice.co.nz/software/264119/taxprep","@type":"ListItem"},{"name":"OfficeTools","position":22,"description":"OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting.\n\n\nOfficeTools offers a central repository of client information and has a bi-directional sync with other accounting and tax applications. All client information is connected to open tasks and assigned team members. The calendar and project management feature enables users to see project status and employee schedules and allows users to delegate tasks to team members and efficiently move work through the firm eliminating the need for manual workflows.\n\n\nOfficeTools includes functionality for time tracking and a companion mobile app, and the information is synced back to the office for payroll, billing or both. It also offers due date monitoring to keep employees on-task and on-time with reminders, activity list and detailed reporting.\n\n\nSupport is available by phone, email online knowledge base and video tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0c5453d0-f5e1-4cdf-bf55-e8a9f4cb2469.png","url":"https://www.softwareadvice.co.nz/software/38491/officetools","@type":"ListItem"},{"name":"Syft Analytics","position":23,"description":"Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses use Syft to create, collaborate and explore beautiful financial reports. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time.\n\nSyft seamlessly integrates with Xero, QuickBooks Online, Sage Business, Excel and Google Sheets, as well as Stripe, Square and Shopify, to transform your accounting and e-commerce data into actionable graphs, reports, and insights.\n\nGet peace of mind with access to our Security Center and SOC 2 Type I and Type II accreditations. Upskill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dfcb145b-2289-4e8c-9759-15774f75e71d.png","url":"https://www.softwareadvice.co.nz/software/115065/syft-analytics","@type":"ListItem"},{"name":"Dext","position":24,"description":"Dext: The AI-powered platform for bookkeeping automation\n\nDext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions.\n\nMore than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide.\n\nHow Dext works\n\n1. Capture invoices and receipts – Snap a photo, upload a PDF, or \nconnect data feeds.\n\n2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date.\n\n3. Categorise and enrich with AI –  Suggests categories, descriptions, and payment methods.\n\n4. Sync with accounting software  – Send accurate  data to  Xero, QuickBooks, Sage, and over 30 accounting platforms. \n\n5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date.\n\n\nReceipt scanning and submission options\n\nThe Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility.\n\nAutomation, AI, and OCR\n\nDext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted.\n\nIntegrations and ecosystem\n\nDext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data.\n\nExpense management\n\nDext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly.\n\nReconciliation and accuracy\n\nDext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks.\n\nSecurity and compliance\n\nDext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready.\n\n\nRecognition and ratings\n\n- Xero App Partner of the Year (UK and US, 2024)\n\n- QuickBooks Developer Spotlight 2024\n\n- SME News Best Cloud-Based Accounting Software 2023\n\n - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play.\n\n\nFAQs\n\nWhat is Dext used for?\n\nDext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors.\n\nWho uses Dext?\n\nAccountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management.\n\nDoes Dext integrate with accounting software?\n\nYes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide.\n\nHow accurate is Dext?\n\n Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely.\n\n* Start your 14-day free trial today and experience smarter bookkeeping with Dext.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e9a99749-2b5a-45aa-a775-b1d3b4dd885f.png","url":"https://www.softwareadvice.co.nz/software/199699/receipt-bank","@type":"ListItem"},{"name":"TPS Cloud Axis","position":25,"description":"TPS Cloud Axis was designed with accountants in mind– particularly small to  large scale accounting firms. Reasonably priced, we’re The Affordable Choice!\n\nYou will be able to:\n\n- Avoid double entry with real bi-directional sync with QuickBooks online.\n- Easily track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. \n- Simplify time tracking and produce more accurate and detailed invoices.\n- Secure communication with clients via email and clients' portal with unlimited storage.\n- Dashboard powered by Power BI that will provide a better understanding of your firm.\n- Keep your tasks from slipping through the crack with our easy-to-use Office  and employees calendar workflow calendar .","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1316228d-2931-40fb-b52a-fdf6671db179.png","url":"https://www.softwareadvice.co.nz/software/346487/tps-cloud-axis","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/4334/accounting-practice-management/software#itemlist","numberOfItems":25}
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