Hi everyone, I am looking to migrate our Google Sheets bookkeeping onto a proper accounting software. So far, with the little research I have done, I have not been able to find a software that meets our need. Most software's offer the standard features such as raising invoices or maintaining an inventory of stock, which are no use to us.

We are a boutique wealth management firm with commissions as main source of income and operational expenses. I need a software that will enable me to record in the client ledger not only our primary customer but also the third party institution that settles the commission. We also need to be able to identify the wealth manager that advises the client. On the expense side, being able to allocate a "department" to the costs would be great. This is for cost analysis purposes.
Any ideas? Is anyone else working for a wealth management firm and would be willing to share what they are using?
Thanks

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  • hat auf diesen Beitrag geantwortet.
    25 Tage später

    Pat_Fern
    Hi Pat!
    As far as I know, there are two pretty good accounting programs, as Bexio and Banana. In Bexio you will be able to work online (in cloud) and it is more automatized, it’s can analyze the cost too, but you should have to pay monthly the money for it use.
    In my opinion, you could also choose a Banana, you will don't have to pay any money, and it's a bit like Google Sheets. You can create for yourself many branches and departments for which you want to keep accounting. Concern the cost analyze you can be able also to generate separate metrics in the accounts part.
    I think you should at least test it and make a conclusion for yourself. Here's a link to Banana: https://www.banana.ch/en/global.
    By the way, Bexio has a 30-day free trial of the program, so you also have the opportunity to try it out, here's the link: https://www.bexio.com/en-CH/.
    Good luck with accounting! 😉
    cK

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