Prime 22 Trust Accounting Software Providers Reviewed
Prime 22 Trust Accounting Software Providers Reviewed
The trust accounting software industry offers essential solutions primarily to legal and property management sectors and non-profit organizations, enabling them to manage trust accounts efficiently. Companies in this industry provide intuitive, web-based software platforms that integrate various tasks, such as time tracking, billing, document management, business accounting, and compliance checks. As digital transformation continues to evolve, these software solutions offer automated workflows, intelligent insights, and templates to streamline operations and save time. Looking ahead, further expansion into cloud-based functionality and AI-driven automation will likely characterize future industry developments.
Top 22 Trust Accounting Software Companies
1. CosmoLex - Web-Based Legal Practice Management Software
- Website: cosmolex.com
- Headquarters: Monmouth Junction, New Jersey, United States
- Founded: 2013
- Headcount: 51-200
- Latest funding type: Acquired
CosmoLex is a cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring in a single application.
2. HWA International
- Website: hwainternational.com
- Headquarters: Memphis, Tennessee, United States
- Founded: 1977
- Headcount: 11-50
- Latest funding type: Acquired
HWA International is a company that provides CRM, workflow, and compliance software for trust professionals. They offer both front office and back office solutions for trust accounting, as well as specialized software for foundations and non-profit trust professionals.
3. Console Group
- Website: console.com.au
- Headquarters: South Brisbane, Queensland, Australia
- Founded: 1992
- Headcount: 51-200
- Latest funding type: Acquired
Console.com.au offers property management software solutions with automated workflows, templates, and communication tools to streamline operations and save time. The platform provides property portals for owners, insights and business intelligence for principals, and features for trust accounting, sales, and commercial management.
4. J+D Software AG
- Website: proadsoftware.com
- Headquarters: Dietzenbach, Hessen, Germany
- Founded: 1988
- Headcount: 11-50
PROAD Software is a company that offers software solutions for project management and accounting. They provide tools to help businesses streamline their operations, track project progress, and manage finances.
5. Menatsa
- Website: menatsa.com
- Headquarters: Doha, Ad Dawhah, Qatar
- Headcount: 11-50
Menatsa.com provides a solution for individuals and businesses to track and manage their finances with easy-to-use tools, including budgeting, reporting, and investment tracking.
6. BarBooks
- Website: barbooks.co
- Headquarters: Sydney, Nsw, Australia
- Founded: 2015
- Headcount: 11-50
BarBooks is a legal practice management software that provides a centralised overview of all matters, automates activity logging, and allows for easy note-taking. It offers features such as invoicing, diary management, task tracking, bank reconciliation, and time tracking. BarBooks is trusted by sole practitioners and clerks, helping them manage their practices efficiently and streamline their workflows.
7. Xero
- Website: xero.com
- Headquarters: Wellington City, Wellington, New Zealand
- Founded: 2006
- Headcount: 1001-5000
- Latest funding type: Post Ipo Debt
Xero is a company that offers cloud-based accounting software and financial management tools for small businesses and individuals. They provide easy-to-use tools for invoicing, payroll, expense tracking, and tax preparation.
8. Trust Processing Solutions
- Website: trustprocessing.com
- Headquarters: Cincinnati, Ohio, United States
- Founded: 2001
- Headcount: 11-50
Trust Processing Solutions (TPS) is a high volume Fiduciary Tax Compliance Specialist company that offers competitive packages for tax services. They use Thomson Reuters OneSource software and have interfaces from all major trust accounting software vendors. TPS engages dedicated professionals who build working relationships with clients and staff.
9. InfoBiz Solutions Pty Limited
- Website: infobizsolutions.com
- Headquarters: Adelaide, South Australia, Australia
- Founded: 2002
- Headcount: 51-200
Infobiz Solutions offers financial and legal software products to the short-term rental accommodation industry, with a focus on trust accounting. Their products automate financial booking information from property management systems, display aggregate booking information, and generate detailed property owners and supplier reports.
10. Rentbook
- Website: rentbook.com.au
- Headquarters: Sydney, New South Wales, Australia
- Founded: 2008
- Headcount: 1-10
RentBook provides cloud based property management software.
11. aec360 by HSO
- Website: aec360.com
- Headquarters: Marietta, Georgia, United States
- Founded: 2005
- Headcount: 1001-5000
- Latest funding type: Acquired
aec360.com offers modern, best-in-class accounting tools purpose-built for the AEC industry. They provide automated key project accounting processes and financial management solutions. With a focus on Dynamics 365 and Microsoft products, aec360 helps AEC firms take control of their business and drive efficiencies. They also offer services such as document assembly, data analytics, and people analytics.
12. Fi-Tek
- Website: fi-tek.com
- Headquarters: Edison, New Jersey, United States
- Founded: 1998
- Headcount: 201-500
Fi-Tek is a financial technology company that provides best-in-class Wealth Management Software and Hedge Fund Software solutions. Their software encompasses the entire lifecycle of wealth management and addresses complex investor allocation requirements for hedge funds and private equity.
13. SnelStart
- Website: snelstart.nl
- Headquarters: Alkmaar, Noord Holland, Netherlands
- Founded: 1982
- Headcount: 51-200
SnelStart is a bookkeeping software that simplifies financial management for over 100,000 smart entrepreneurs. With transparent pricing and no hidden costs, SnelStart automates your accounting process, giving you more time and instant insight into your financial situation. Make better decisions for your future with SnelStart.
14. Gridlex
- Website: gridlex.com
- Headquarters: Miami, Florida, United States
- Founded: 2011
- Headcount: 51-200
Gridlex provides customized software solutions including CRM, Customer Service Help Desk, Accounting, Expenses & ERP, and HR Software to help businesses succeed in their respective sectors.
15. End of Month Angels
- Website: endofmonthangels.com.au
- Headquarters: Rozelle, New South Wales, Australia
- Founded: 2012
- Headcount: 11-50
End of Month Angels is an outsourced trust accounting solution provider for businesses.
16. Via
- Website: via.com.vc
- Headquarters: São Paulo, Sao Paulo, Brazil
- Founded: 2012
- Headcount: 51-200
VIA is a digital financial management platform for small businesses, offering comprehensive accounting tools, expense tracking, financial reports, and intelligent cash flow management.
17. AccountMate Software Corporation
- Website: accountmate.com
- Headquarters: Petaluma, California, United States
- Founded: 1984
- Headcount: 11-50
AccountMate Software Corporation offers unique accounting solutions for growing businesses. Their ERP software can be customized to fit the specific needs of each business, giving them a competitive edge in the market.
18. N2F - Expense report
- Website: n2f.com
- Headquarters: Péronnas, Auvergne-Rhône-Alpes, France
- Founded: 2015
- Headcount: 51-200
- Latest funding type: Series Unknown
N2F.com is a company that offers software solutions for digitalizing and automating expense management processes. Their platform helps businesses streamline the management of expense reports, improve efficiency, and reduce costs.
19. EasyBiz Technologies
- Website: easybiztech.co.za
- Headquarters: Johannesburg, Gauteng, South Africa
- Founded: 2004
- Headcount: 11-50
EasyBiz Technologies is a company that offers QuickBooks Online, a cloud accounting software for small businesses. With QuickBooks Online, users can manage sales, track income and expenses, pay bills, and run payroll. The software allows for easy access and synchronization of data across multiple devices, providing flexibility in managing businesses. EasyBiz Technologies also offers training, support, and integrations with third-party apps to enhance functionality.
20. OnView
- Website: onview.nl
- Headquarters: Goirle, Noord Brabant, Netherlands
- Founded: 2011
- Headcount: 11-50
OnView.nl is a company specializing in financial management software solutions. They offer a comprehensive suite of tools for budgeting, monitoring transactions, and managing debt. The company provides online training programs and support for users to optimize their usage of the software. OnView.nl is committed to delivering efficient and user-friendly financial management solutions for individuals and organizations.
21. SoftLedger
- Website: softledger.com
- Headquarters: Santa Monica, California, United States
- Founded: 2016
- Headcount: 11-50
- Latest funding type: Seed
SoftLedger provides cloud-based inventory management software that empowers businesses with a smart general ledger and real-time accounting. It enables consolidation of multiple entities and offers features for real-time financial reporting and multi-entity accounting. The company's SaaS accounting software is user-friendly and helps reduce operational time for software developers. SoftLedger caters to various industries including real estate, manufacturing, retail, venture capital, and healthcare.
22. Koalaboox
- Website: koalaboox.com
- Headquarters: Brussel, Brussel, Belgium
- Founded: 2012
- Headcount: 11-50
- Latest funding type: Acquired
Koalaboox is a company that offers financial management software solutions. Their products enable businesses to streamline their accounting processes, manage invoices, and track expenses. With user-friendly interfaces and data security measures, Koalaboox provides efficient and reliable tools for small and medium-sized enterprises.
Want to find more trust accounting software companies?
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- Ownership: Which of these are private equity backed? Which are family-owned?
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...and a lot more!
