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How to choose the right financial software vendor (Checklist)

Be sure to make an informed and well-considered choice before you commit


How to choose the right financial software vendorFinancial software has the potential to offer multiple benefits that contribute to your bottom line: improved employee productivity, automated and streamlined financial processes and lower costs on operation. However, the challenge is to make your way through the numerous products and vendors, and to find the solution that best fits your organisation’s needs

Based on interviews with clients, we have put together a checklist to serve as a guide for selecting the right financial software:

  • Get 30 relevant questions, divided into topics like Features, Integration, Training, Implementation and Security.
  • Grade every software vendor you are considering on those questions.
  • Add more weight to the questions that you consider to be more important.