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what is the best and cost effective accounting program with integration of document management system for small to medium company bookeeping

I am looking for a workflow system,document management system and accounting system for remote bookeeping of small to medium size customers. Would anybody explain the total system which integrates the whole process of remote bookeeping


Leslie Murdock
Title: Partner ([email protected])
Company: Murdock Martell
(Partner ([email protected]), Murdock Martell) |

Topic Expert
J.D. Floyd
Title: Owner, CFO
Company: CFO Outsourcing Solutions, Inc.
(Owner, CFO, CFO Outsourcing Solutions, Inc.) |

Need more details for a quality answer. Are you are looking for a bookkeeping system or something with a true routing & approval process like an SAP?

J.D. Floyd

Lillian Roeder
Title: Manager, Global Finance
Company: Sutherland Global
(Manager, Global Finance, Sutherland Global ) |

There are several options depending on more info, perhaps requirements may vary pr client? In the SMB market there are a few players that you should consider, BPaaS to name one.

Shawn Parandeh
Title: Director of Finance
Company: Netuitive
(Director of Finance, Netuitive) |

Intacct financials for accounting and docAssist for document management and workflow solution.

Welles Hatch
Title: Senior Managing Director
Company: Adrian Loring Advisors LLC
LinkedIn Profile
(Senior Managing Director, Adrian Loring Advisors LLC) |

We work with growth stage companies exclusively, which encompasses rank startups to mature ramping enterprise. And, of course, some don't grow. Our goal is to avoid the QuickBooks stage entirely and we have implemented MyERP and Netsuite to accomplish this. Both are SAAS. MyERP is the most cost effective, is feature rich but has its limits. Netsuite is our preferred platform and it IS possible to subscribe for around $10K annually.

Mike Long
Title: Manager
Company: Private Equity Administrators LLC
(Manager, Private Equity Administrators LLC) |

To continue this thread, any other suggestions as to what SaaS ERP platform would be best for a small start-up "client accounting service" service provider? I have to put a stake in the ground pick one system to start. Target clients would be venture back technology companies. I have experience with QBO but don't see build a business around it, Netsuite but don't see target clients spending that level of licensing fees. Intacct looks good, I hear alot about Xero these days, I'm a big fan and user of Any suggestions?


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