10 Best Accounting Project Management Software In 2023

ClickUp is a complete work organization platform with project, resource, goal, and document management capabilities.

Why I picked ClickUp: When it comes to project management, this platform offers a comprehensive feature set. You can outline project scopes, assign tasks to team members, and track progress across your workflows. It also has resource management tools that allow you to organize staff into teams and departments to keep things organized. Templates are available to speed up your project and task planning.

The software can also be used to track budgets and spending across your organization. You can set up custom dashboards to display the most important financial data, as well as performance data to track projects and resources. You can use the recurring tasks feature to remind you when payments are due, ensuring no payment gets missed. The software also has automated calculations to help you keep up-to-date records.

ClickUp Standout Features & Integrations

Features include document repository, whiteboards, real-time collaboration and communication, custom reporting dashboards, task management, calendar and board views, goal tracking, and task templates.

Integrations include Dropbox, Figma, GitHub, Google Suite, HubSpot, Slack, Toggl Track, and more. Zapier also unlocks additional integrations.

Considered by many to be the original project management software, Microsoft Project helps teams track project efforts and is designed to work well with traditional project structures led by a certified PM.

Why I picked Microsoft Project: Teams that are already using other Microsoft Suite projects, especially Teams and Excel, may be able to integrate Microsoft Project easily into their project processes. This platform includes seamless integration with Teams, making it a good choice for accounting projects that are already running on Teams or for firms that use teams as a primary collaboration tool. The familiar Office-based tools and environment reduces learning curves and can allow individuals who aren't super familiar with project management tools to get started quickly. 

An easy-to-use Gantt-style chart supports planning and scheduling of a project, and task distribution among a small or mid-size team works well in this software. You can opt for simple use or gain experience with this software to use it for complex task dependencies and various visualization and reporting options. Because it's a tried-and-true program that's been around for a few decades, there are plenty of support options including tutorials and knowledge panels. 

Tool Standout Features and Integrations

Features include grid view, board view, timeline view, collaboration tools, coauthoring, scheduling, roadmaps, timesheets, and enterprise resource planning.

Integrations include Excel, SharePoint, Word, Write, GanttPro, WorkOtter, and numerous other solutions on this list.

ProProfs Project is one of several ProProfs tools and is designed to provide all-in-one project management functions.

Why I picked ProProfs Project: You can easily use this tool to keep track of a variety of accounting projects. Features such as milestone and cost-to-completion tracking help project leaders and teams keep track of important details and see quickly whether projects are on track or are coming up against challenges. A client portal lets you set up appropriate client access for individual projects so teams don't need to manually send updates about efforts.  

ProProfs Project offers a pricing structure that doesn't account for number of users, which may make it cost-effective for mid-size teams. You can also integrate the tool with other ProProfs solutions, including its Help Desk, for additional features and benefits. 

Tool Standout Features and Integrations

Features include multiple project views, due dates and reminders, collaboration tools, client management, onboarding, roles and permissions, baseline, and dependencies.

Integrations include numerous options when you connect through Zapier, but that may require a separate paid plan.

Financial Cents provides the features you need to scale projects and accounting work without losing track of the details like time spent on each job. 

Why I picked Financial Cents: Financial Cents hits the top list in part because its primary audience is accountants. It includes some features designed especially for use in financial niches. It also supports robust tracking of time and work for accurate and timely billing processes.

Financial Cents is for accounting offices and financial teams that want to improve processes, scale work, or drive efficiencies. Collaboration tools let teams communicate easily wherever they are, supporting remote work or support between offices. Robust tracking tools let everyone see the status of a project at a glance.

Tool Standout Features and Integrations

Features include workflow management, time tracking, invoicing, client management, email integration, auto reminders, and capacity management.

Integrations include QuickBooks and email clients.

Jetpack is a workflow and project management software designed to reduce friction throughout your process so that each project or firm team member can get more done with their time.

Why I picked Jetpack Workflow: I picked Jetpack for this list in part because of the flexibility in designing workflows. You can customize this solution to meet a variety of needs and maximize the effort of your staff. Easy collaboration tools support communication without adding a lot of tedious work for your team.

The ability to filter and sort in the job view lets individuals find the work they need to complete quickly, and deadline tools ensure time-sensitive tasks don’t fall through the cracks. Overall, this tool is easy to use, even for people without much PM experience. Document storage and management options within the tool saves time, as staffers don’t have to toggle between tools to access documents.

Tool Standout Features and Integrations

Features include templates, deadline automation, filter and sort for jobs, calendar views, team collaboration, and unlimited document management.

Integrations include 2,000+ when you connect through Zapier, but that may require a separate paid plan.

NetSuite's project management platform is part of a larger suite of enterprise management tools, making it a good solution for mid-size and larger teams.  

Why I picked Oracle NetSuite: In some cases, NetSuite's large suite of tools may be overkill for accounting projects and teams. However, I picked this platform because it offers some functions that aren't available in other tools and may be ideal for enterprises or even fast-growing accounting start-ups that are looking at an enterprise future. When it comes to projects, NetSuite supports both agile and traditional methodologies for high levels of flexibility.  

Some of the features that make NetSuite unique on this list include idea management, prioritization, templates, and workflows designed around popular agile methods. Accounting teams that are part of larger organizations can use this platform to work well with other departments and external stakeholders. NetSuite can be more expensive than other tools on the list and may require more in-house tech support, which is another reason it tends to work better for larger organizations. 

Tool Standout Features and Integrations

Features include project setup, dashboards, project center, CRM options, and budgeting.

Integrations include all compatible NetSuite software products. You may also be able to use third-party tools to connect other apps.

Notion is a unique tool in that it connects all your notes and project roadmaps to wikis and documents to keep everyone on the same page.

Why I picked Notion: I picked Notion because it allows teams to focus on what really matters while keeping compliance rule sets, knowledge management documentation, and other resources close at hand. While it takes some practice to figure out how best to organize information and projects in Notion's tables, once teams set everything up, record-keeping, reporting, and collaboration is much easier. Notion works in a variety of environments, including apps for Android, iPhone and iPad.

Custom layouts in Notion give accounting teams the flexibility they need to support various project types. Robust support and training options reduce the burden of the steep learning curve. You can get assistance with this tool via email, chat, forums, and phone, and Notion publishes a knowledge base and offers webinars and live online training. 

Tool Standout Features and Integrations

Features include wikis, doc management, AI assistant, template gallery, and collaborative workspace.

Integrations include multiple other tools on this list, OneDrive, Zoom, Google Drive, and many others.

As a productivity and collaboration platform, ClickUp is fairly easy to use and includes customization options accounting teams can use with only a few clicks.

Why I picked ClickUp: ClickUp is similar in form and function to a few other tools on this list, but I'm including it in part because it's much easier to get started on ClickUp than with some other options. Accounting departments and project teams can leverage ClickUp quickly to start saving time by keeping project planning and workflows in one location. Whiteboards, goals functions, and chats support ample collaboration from brainstorming phases through to project work and completion.

Small teams can start with the free version to learn ClickUp and ensure it's a good fit for their work, and you can quickly automate processes and workflows to gain efficiencies. It's fairly easy to migrate from other solutions, such as Trello, making ClickUp a good next step for accounting firms or teams using more basic task management solutions. The platform offers a full selection of support options, so you can get questions answered in person or via phone, chat, email, or online forums.

Tool Standout Features and Integrations 

Features include tasks, whiteboards, documents, dashboards, goals, chat, reporting, mind mapping, sprints, and task tracking.

Integrations include GitHub, Slack, HubSpot, Toggl, Google Drive, Dropbox, OneDrive, and many others.

Accelo is actually a customer relationship management tool, but the ability to automate functions makes it a contender for this list.  

Why I picked Accelo: Accelo makes an appearance on this list due to its front-to-back automation capability. Teams can simplify processes by tracking leads and customers automatically, and the data gathered during those processes can be converted automatically into quotes, contracts and even invoices. Accounting firms might use the software to capture and manage clients. 

Accelo's functions bring it outside of the CRM space and allow it to operate in the project arena. The ability to create custom workflows allows teams to use this program for a variety of efforts. Top features such as calendaring, interaction tracking and reminders increase productivity at all levels. 

Tool Standout Features and Integrations

Features include sales and quotes, tickets, retainers, billing, reports, milestone and task tracking, scheduling, custom fields, and advanced dependencies.

Integrations include QuickBooks Online, Mailchimp, Salesforce, Microsoft 365, Google Workspace, Xero, HubSpot, and others.

This solution strives to be a one-size-fits-all platform for work management, whether you're working on daily operations or special projects. 

Why I picked monday.com: While the one-size-fits-all approach doesn't work 100% of the time, I chose monday.com for this list because its collaboration options can work for almost any project or team. You can set up boards with color-coded information that makes it easy for everyone to see what needs to be done next and by who. Messaging and note functions, along with automatic email notifications, keep everyone informed at all times. 

monday.com markets its templates pretty heavily, and these can be pretty valuable. You rarely have to start from scratch, and many of the templates are designed to support better collaboration.

Tool Standout Features and Integrations

Features include Gantt charts, milestone tracking, templates, customizable boards, reporting, dashboards, automations, color-coding, document management, collaboration, and messaging tools.

Integrations include Slack, Outlook, Microsoft Teams, Dropbox, Zoom, Google Calendar, Google Drive, Excel, Gmail, OneDrive, and LinkedIn. Additionally, you can access thousands of apps via Zapier.