Accounting Software for Financial Services

Account for your multiple entities and investments.

Are your consolidations too reliant on spreadsheets?

Many growing financial services and investment companies make do with multiple instances of their small business accounting software. This results in manual workarounds such as calculating intercompany eliminations and consolidating reports in spreadsheets.

Instantly view your consolidated financials

SoftLedger rolls up all of your entities, instantly. No more juggling multiple instances of QuickBooks.

More Use Cases

Flexible Subledger

Use only AR, AP, or another module as a subledger — then bring journal entries into your ERP.

CPA Accounting Software

Keeping multiple client records without succumbing to software sprawl can be a challenge.

Franchise Accounting

Reporting for multiple franchises requires a system built to handle consolidation.

Ready to get started?

Book a demo for a free test-drive of the SoftLedger platform and API’s

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