Once purchased, accounting software can very easily become a fundamental part of your business, so you need to know you’re making the right choice for your organisation.

To help you with your decision, we’ve made a list of seven things to consider when picking your accounting software.


One of the biggest and most fundamental points – can you afford the setup costs and other fees of the service?

Is it easy to use?

The usability of your CRM is essential, as all members of staff need to be able to access it, use it, and make it work without any hassle. The easier it is to use, the simpler it will be to train other members of staff on it too.


Does it have the functionality you need?

Software varies from brand to brand, but there are certain features that you should come to expect. Sage 200 accounts software, for example, gives you quick access to key accounts, task completion in just a few clicks, invoice generation, and bookkeeping technology.

Which other programmes do they integrate with?

You need your accounting software to be compatible with the other tools your company is using, so you can get the most out of the investment. This may be the e-commerce section of your website or your CRM system, but making sure your programmes can communicate is the best way to make the most out of this investment.

crmCan it connect to your bank?

The accounting software you choose should be able to connect to your bank, so you can see live payment information and track your accounts with the relevant information at your fingertips.

Can you get a free trial?

A trial is one of the best ways to ensure that software is easy to use and has all the features and functionality you need for your accounts team.

Is your data protected?

You need adequate storage of your data to ensure the sensitive information you are using every day is safe from hackers, and you need to be able to back it up regularly. Make sure you are confident in what’s being offered.

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