Accounting Software Study

Accounting Software Study

Accounting Software Study

Accounting Software Study

Background

For many businesses, choosing the best accounting software can be overwhelming with many different options in the market. Understanding how your financial institution can offer integrated accounting services can help retain established business relationships as well as attract new ones. Having an inside look at the accounting software user experience, paired with Voice of the Customer data, can help guide your institution forward.


Objectives

Barlow Research’s Accounting Software Study uncovers how four different accounting software solutions are catering to the needs of businesses with functionality that supports the business’ needs. In addition to the accounting software experience, this study will utilize Voice of the Customer data to identify how business customers prioritize the most important core accounting functionalities.


YOU WILL LEARN...

  1. Linking, syncing monitoring of bank accounts
  2. Payable and receivables functionality
  3. Reconciliation tools and reporting capabilities

Components

The Accounting Software Study will evaluate the following accounting software providers; substitutions may be made if Barlow Research is unable to procure a solution or encounters other circumstances that prevent the completion of the study.

Sage Netsuite Regions U.S. Bank

STUDY WILL ADDRESS THE FOLLOWING:

  • Linking and syncing of bank accounts
  • Tools available for accounts payable functions such as making payments and transaction tracking
  • Account receivables capabilities for invoicing and accepting payments
  • Reconciliation capabilities
  • Reporting capabilities
  • Accounting software integration best practices

THIS STUDY IS IDEAL FOR:

  • Strategy and payments executives
  • Digital and product teams
  • UI/UX/CX specialists
  • Customer journey owners

 

Details

DELIVERABLES

Comprehensive report & presentation of findings, detailed screen captures of the software providers and live tours of the customer experience

TIMING

Available December 2023

Please contact us

to schedule a phone meeting

 

Featured Content

February Barlow Podcast Series

In this episode, Sandy Hanson, Managing Partner and Small Business Program Director talks with Mark Valentino, Head of Business Banking at Citizens. Listen to learn how Citizens is not only meeting their business customers’ current needs but is working to grow with them.

2024 DIGITAL ACCOUNT OPENING STUDY

Given the increased competition to win core deposit relationships, the stakes are higher than ever for financial institutions to digitize and streamline the deposit account opening process for small businesses ($100K-<$10MM in annual sales).

Business Banking Conference 2024

New for 2024, we’re bringing the Barlow Conference to two cities this year! Pick the city and date that fits your schedule best!

Analyst's Journal - Feb 21, 2024

TD Bank Launches Convenient Mobile Tap-to-Pay and Payment Links for Small Businesses

Three weeks ago, TD Bank launched a brand-new set of Tap-to-Pay functionality...