- Home
- Guides
Thirteen guides, one structure
Each guide answers the same questions in the same order, so you can read one or compare two. They run roughly in the order a growing finance team meets them, from the first ledger to group consolidation and tax.
| Guide | Written for | Vendors | Published |
|---|---|---|---|
| Choosing accounting software for a small businessPrintable checklist | Founders and first finance hires replacing spreadsheets or a bookkeeper's file | 7 vendors. | Published 29 October 2026. |
| Choosing a midmarket ERPPrintable checklist | Controllers and CFOs moving off entry accounting software, or replacing an old ERP | 7 vendors. | Published 29 October 2026. |
| Choosing FP&A softwarePrintable checklist | FP&A leads whose budget, forecast and board pack live in linked spreadsheets | 11 vendors. | Published 29 October 2026. |
| Choosing close management softwarePrintable checklist | Controllers whose close runs on a spreadsheet checklist and shared folders | 6 vendors. | Published 29 October 2026. |
| Choosing financial consolidation softwarePrintable checklist | Group controllers consolidating several entities, currencies or ownership levels | 7 vendors. | Published 29 October 2026. |
| Choosing AP automation softwarePrintable checklist | AP teams and controllers keying invoices by hand or approving by email | 10 vendors. | Published 29 October 2026. |
| Choosing expense management softwarePrintable checklist | Finance teams chasing receipts and keying expense reports | 11 vendors. | Published 29 October 2026. |
| Choosing corporate cards and spend managementPrintable checklist | Finance teams replacing shared cards, personal reimbursement or a bank's legacy card portal | 7 vendors. | Published 29 October 2026. |
| Choosing procurement softwarePrintable checklist | Finance and procurement leads who want spend approved before it is committed | 8 vendors. | Published 29 October 2026. |
| Choosing billing and revenue recognition softwarePrintable checklist | Finance teams at subscription, usage-based or contract businesses | 11 vendors. | Published 29 October 2026. |
| Choosing payroll softwarePrintable checklist | Founders, controllers and HR leads choosing payroll, a PEO or an employer of record | 10 vendors. | Published 29 October 2026. |
| Choosing treasury management softwarePrintable checklist | Treasurers and CFOs with several banks, entities or currencies | 5 vendors. | Published 29 October 2026. |
| Choosing tax compliance softwarePrintable checklist | Finance teams selling taxable goods or software across states or countries | 6 vendors. | Published 29 October 2026. |