Alternatives to Deltek WorkBook
Compare Deltek WorkBook alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Deltek WorkBook in 2026. Compare features, ratings, user reviews, pricing, and more from Deltek WorkBook competitors and alternatives in order to make an informed decision for your business.
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1
FreshBooks
FreshBooks
Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app. -
2
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
3
NetSuite
Oracle
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster. -
4
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
5
ClickTime
ClickTime
ClickTime turns work hours into finance-ready data so CFOs and operations leaders can protect margins, control costs, and provide audit-ready records. Unlike project management tools or basic time trackers, ClickTime captures labor costs in a way finance can actually use—verified, approved, and complete. For professional services firms: Stop revenue leakage before it happens. Recover billable hours, monitor utilization in real time, and spot project overruns before margins slip away. For finance and ops teams: See where every hour goes, what it costs, and what it delivers. Get complete time and cost data that feeds your ERP, supports R&D tax credits, and gives finance and operations a single source of truth. Why ClickTime is different: - Finance-ready data that stands up to audits and client reviews - Real-time project burn vs. budget alerts to catch overruns early - Instant reports for R&D tax credits, grant allocationStarting Price: $12/user/month -
6
Multiview ERP
Multiview ERP
Discover Multiview ERP: The Financial Management Revolution Welcome to the future of financial management with Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. Our goal? To transform your financial processes with unparalleled ease and efficiency. Why Choose Multiview ERP? Elevate your financial management with Multiview ERP, the definitive solution for ending month-end woes and enhancing operational efficiency. Our platform transforms the financial close process with automation, saving you time and reducing complexities. Plus, with Multiview, you receive premium, personalized support directly from industry experts, ensuring you have the tools and guidance for success at every step. Choose Multiview ERP - where innovation meets unparalleled support, propelling your organization towards strategic success. -
7
BQE CORE
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE CORE's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE CORE helps you focus on the essential parts of your practice while effectively managing client projects. Book your own personalized demo today! -
8
Proteus
Xergy
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.Starting Price: $35 per user per month -
9
Acumatica Cloud ERP
Acumatica
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly business practices, Acumatica delivers unparalleled value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from Financials, Project Accounting, and Inventory Management to CRM. Specialized industry solutions include Construction Edition, Manufacturing Edition, Retail Edition, and Distribution Edition. Acumatica is built on a future-proof platform with open architecture for scalability, ease of use, and rapid integrations. Connected business. Delivered. Rapid integrations. Delivered. Remote collaboration. Delivered. Business resilience. Delivered. Future-proof platform. Delivered. -
10
Copper Project
Element Software
The Ideal all-in-one online project management software for your business. Copper simplifies work processes as an affordable and invaluable executive tool. The Free Subscription copper Project is a one-of-a-kind online management tool that offers simplicity in project resource management and communication. Featuring state-of-the-art tools to assist in complex projects, copper provides users the ability to handle all aspects of their projects, and utilize their time and energy on other components through efficient resource management. Avoid spreadsheets, email, and complex software. Copper offers your team a new way work, with collaborative project and task views, task timers, file sharing, and more. We know you’ll love clever features like Pin & Pass, making it easy to move tasks around your team, infographics that give birds-eye simplicity, or easy project templates. From your first interaction with us you’ll notice the difference, we’ll even assist you to bring across old data.Starting Price: $49.00/month -
11
Deltek Ajera
Deltek
Deltek Ajera puts your projects and people at the center of your business so you have the visibility to deliver successful projects. It’s time to start optimizing resources, improve cash flow and increase profitability. With Deltek Ajera, get the actionable insight you need to proactively manage your projects and improve client satisfaction with a project-based solution designed for your firm. Ajera provides full accounting functionality including general ledger, project costing, accounts payable, accounts receivable, billing and payroll. Engineering firm realizes 152% profit growth and eliminates paper-based processes. Ajera provides Bath Engineering with real-time data and forecasting for agile decision-making. Discover the benefits of implementing a project-based accounting system. -
12
Deltek Vantagepoint
Deltek
Built specifically for professional services firms to improve productivity, boost collaboration and increase profitability. People and projects are the heart and soul of your business. That’s why Deltek created Vantagepoint, a powerful, intuitive solution that helps your people manage your projects from start to finish. Deltek Vantagepoint’s 360-degree view of your projects puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitable company. Control all project information in one place – from pursuit and proposal, through project planning and financial management. Gain visibility across your organization, from project initiation to completion. Get actionable insights to make more informed decisions. Enable teamwork and collaboration via a single tool, and empower users with a simple, intuitive experience.Starting Price: $30.00/month/user -
13
Deltek Maconomy
Deltek
Power your professional services enterprise with the industry’s leading ERP software – Deltek Maconomy. The modern and intuitive software delivers the business agility, transparency and control you need to run your company and meet your needs both today and into the future. Get visibility into resources, work and financial results across the entire enterprise. Respond to new business, scope changes, client demands and expanded service offerings. Get deep insight into clients, resources, projects, workflow processes and results. Maconomy is a financial management solution that provides deep financial insight so that you can see profitability for your firm, project or client. Attract and retain high performers with the right mix of compensation, benefits and career opportunities and maximize their contribution to your company's success. -
14
Beyond Software
Beyond Software
Manage all aspects of your projects from conception to completion with a cloud-based Professional Services Automation (PSA) solution from Beyond Software. Beyond Software helps businesses maximize productivity and profitability by enabling them to connect their project and financial accounting. Its suite of modules to help professional services organizations grow include financial management, project accounting, time and expense, billing and invoicing, project resources, and dashboards and reports. -
15
Deltek PPM
Deltek
World-class performance management, workflow, scheduling, and risk management solutions to help you consistently deliver successful projects. Deltek's industry-leading Project Portfolio Management (PPM) solutions provide robust earned value management, configurable workflows, scalable scheduling, and advanced risk analysis, which helps clients achieve improved levels of project success. Deltek’s PPM software enables informed decision-making through the delivery of real-time metrics, project performance analytics, and risk reporting. Join the thousands of customers worldwide who trust Deltek to help them drive peak performance and profitability. Manage costs, establish compliance controls, measure earned value, predict performance, and achieve success. Analyze schedule and cost data, manage risk, accelerate schedules, and be confident in your ability to deliver. Use workflows to drive project management, scheduling, cost management, change control, reporting, and analysis. -
16
Deltek ConceptShare
Deltek
Whether you’re an in-house creative team producing content for marketing campaigns or an agency responsible for delivering spectacular digital marketing campaigns for your clients, creative assets need to be reviewed and approved before they are distributed. Deltek ConceptShare’s online proofing software enables marketing and creative teams to deliver more content faster, and at less cost by streamlining and speeding up the review and approval process. When content requires 5, 10, or even 100 pairs of eyes on it before it can go out the door, it’s crucial that everyone on the review team is aligned with exactly what’s required, by when, and when new versions are available. Deltek ConceptShare makes it easy to create reviews with well-defined parameters and deadlines, and automatic reminders and notifications, so that the entire review team, including clients and external reviewers, is on the same page at all times. -
17
Deltek Talent Management
Deltek Talent Management
Manage the entire employee lifecycle seamlessly with Deltek. Intuitive and cloud-based, the Deltek Talent Management Suite helps project-based companies handle every step of the human resource lifecycle, from recruiting, performance, development, and training through to compensation. Available as a comprehensive package, Deltek Talent Management helps businesses improve the quality of hire, enhance employee engagement, maintain compliance, increase employee retention, simplify the onboarding process, and so much more. The platform offers a wide range of modules for talent acquisition, learning, development, compensation, and performance. -
18
Deltek PIM
Deltek
Deltek PIM: Email Management Simplified. Create one interconnected system for email management with unlimited storage and Microsoft Outlook integration. Search all company and project emails in seconds. Access email from your Deltek ERP, any web browser, or Outlook. Automate email filing and archiving with the PIM Outlook plug-in. Remove duplication by having one central copy of any email. The information you need is at your fingertips. Search all company and project emails in seconds. No worries about storage limits or file size – the sky's the limit. Plus 24/7 access. Fully integrated with Microsoft Outlook and Deltek ERP for streamlined email and document management. Monitor punch lists items with an insightful dashboard to keep projects and subcontractors on track. Empower office teams to move projects forward with access to real-time field information. Access and capture project-site data from mobile devices, reducing office administrative tasks. -
19
GroupThinq
GroupThinq
Get back to the work you love, and let a modern business intelligence platform help you and your team grow the business. GroupThinq is a modern, cloud-based time and project management platform used by every member of your team every day, creating insights and intelligence that makes everyone smarter and more productive. Owners become infinitely more confident about the business, staff become more engaged and accountable, and financial controllers become effortlessly connected to the teams doing the work. GroupThinq shows everyone how much time is left in each phase of the project, right in their timesheets as they work. You and your team will know, in real-time, if the hours spent start to exceed your projected budget, and by how much. Owners can start to see trends in projects which will help them on the next project. Everyone becomes accountable for time and budgets.Starting Price: $11.99 per user per month -
20
Workbooks
Workbooks
Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.Starting Price: $39.00 per user per month -
21
Deltek Payments
Deltek
Deltek Payments allows you to digitally transform your current cash flow process by streamlining and automating AR and AP as part of your Deltek solution. Now, you can get paid faster and create a more modern experience for your customers, while virtually eliminating reconciliations, reducing DSO and earning money back through rebates. Accept digital payments through an online payment portal and provide a better, more modern experience for your customers. Virtually eliminate reconciliations, reduce DSO and increase financial security and control. Make it easier for customers to quickly pay their bills by accepting electronic credit card payments through a secure digital payment portal. Eliminate reconciliation and reduce days sales outstanding by replacing manual processes with digital transactions. -
22
Deltek Vision
Deltek
Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability. -
23
LastMile AI
LastMile AI
Prototype and productionize generative AI apps, built for engineers, not just ML practitioners. No more switching between platforms or wrestling with different APIs, focus on creating, not configuring. Use a familiar interface to prompt engineer and work with AI. Use parameters to easily streamline your workbooks into reusable templates. Create workflows by chaining model outputs from LLMs, image, and audio models. Create organizations to manage workbooks amongst your teammates. Share your workbook to the public or specific organizations you define with your team. Comment on workbooks and easily review and compare workbooks with your team. Develop templates for yourself, your team, or the broader developer community, get started quickly with templates to see what people are building.Starting Price: $50 per month -
24
AXIO Advanced Projects
Velosio
AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery. -
25
Chase Software
Chase Software
Leaders in advertising management. Chase software's distinctive line of agency management software deliver cutting-edge tools and best practices for agencies across the globe. Creative, media and finance software From small to large, companies use Chase to manage projects, capture time, buy media, bill, collect payments and increase profitability. Manage you team remotely with Chase collaboration tools. Real-time systems managing jobs, media, documents, engagements, traffic, time, workflows, archiving and costing with minimum input and maximum efficiency. The world’s biggest groups trust Chase to manage their agencies’ end-to-end operations. Corporate Departments. Leading businesses depend on Chase to get the most from their advertising budgets. Small Agencies. Hundreds of small agencies are busy becoming big names using Chase’s core features. Chase Software's distinctive line of agency management software and support services deliver cutting-edge tools and expertise.Starting Price: $17.50 per user, per month -
26
MOCO
MOCO
Concentration on essential functions, clear structure and good performance. That means less stress and more time for business. Extensive but clear. Make well-founded business decisions based on compact reports. In real time and everywhere. Intuitive to use, fast and user-friendly. A tool that just feels good. Short training period thanks to tutorial videos, online manual and personal service. If you need more, you can integrate your tools. MOCO provides the connection - via extensions, Zapier and the API interface. How much turnover can we realistically expect? Do we have enough projects in the pipeline to fully utilize our employees? MOCO customer acquisition ensures reliable predictions. Create lead on request with offer and generate the project from it if accepted. The simple input mask, stopwatch and functions such as sharing time entries or copying via drag'n'drop make time recording convenient and flexible.Starting Price: €9 per user per month -
27
orginio
Ingentis
orginio can be used to create and visualize corporate structures. This can be done directly within the tool but it is also possible to import existing data by connecting to an HR system or by uploading an Excel file. orginio can be integrated with ADP Workforce Now, ADP Vantage HCM, Deltek solutions (e.g. Deltek Costpoint), bambooHR, UKG Ready, UKG Pro, Personio, Google Drive, and Dropbox. orginio offers various features for the customization of the org chart including the use of individual color schemes, the display of particular KPIs within the structure, or a box designer to determine the shown information. Role-based access to specific data as well as useful search and export options are also available. Additionally, orginio provides a feature for workforce modeling enabling the simulation of reorganizations and what-if scenarios simply via drag and drop without having to change the original org chart.Starting Price: $11 per month -
28
Unit4 ERP
Unit4
With Unit4’s ERP software, you can offer not just a better place to work, but a better way to work, freeing your people to focus on what matters: their success and yours. Our integrated suite of ERP solutions will help you elevate your business, delivering visibility and control over finances, projects, procurement, reporting, forecasting and payroll. Harness real-time visibility and control over every stage of the record-to-report cycle, anytime, from anywhere. Streamline budget planning and analysis while consolidating organization-wide data with one unified system. Unit4’s software-as-a-service platform delivers the same level of experience people expect from their consumer technology, such as self-service information access, natural-language digital assistants and the ability to work anywhere, from any device. Your people get the flexibility and freedom to have what they need—how, when and where they need it. -
29
CLOCKWISE
GHG
Clockwise makes it easier for you and your team to track time while saving money. As a trusted provider of time and attendance software, Clockwise enables you to meet unique time tracking needs, including overtime tracking, project monitoring, and leave management. Key features of Clockwise include automated overtime, email alerts and reminders, audit trail, multi-tiered approvals, time clocks and mobile app, percentage allocations, and more. The solution also integrates with QuickBooks, ADP, GMS, JD Edward, Microsoft Dynamics, Deltek, Millenium, Peachtree, Paychex, and more.Starting Price: $5.00/month/user -
30
Deltek Specpoint
Deltek
Deltek Specpoint—home of AIA MasterSpec®—is a collaborative, all-in-one specification tool that empowers architects, engineers and specifiers to efficiently write construction specifications by intelligently researching and selecting building products. And it uses design automation to streamline spec writing and production of project manuals to deliver successful building projects. Collaborate more efficiently across internal and external teams to make smart, data-driven product decisions for better projects. Evaluate product execution success and identify lessons learned to improve product predictability and future project outcomes. Improve specification quality and maximize project profitability using Specpoint’s smart technology and design automation tools. Intelligent product selection bridges the product information gap between design professionals and manufacturers. -
31
Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
32
Blackbox Connector
Full Sail Partners
Blackbox Connector is a platform designed to seamlessly integrate Deltek Vision and Vantagepoint systems with third-party business applications without the need for coding. It offers ready-to-deploy, no-code solutions that dramatically reduce integration time and eliminate costly development efforts. The platform supports both cloud and on-premise versions of Deltek software, enabling businesses to connect their data and systems quickly. Blackbox Connector helps companies centralize and improve their data quality, addressing common challenges where multiple departments maintain separate data strategies. With its easy-to-use point-and-click interface, users can automate workflows and enhance business processes without technical expertise. This solution is backed by industry insights highlighting how poor data quality affects productivity and revenue. -
33
Deltek PM Compass
Deltek
Improve project success with unprecedented visibility and control using automated workflows to help manage scheduling, cost, change control, reporting and analytics. PM Compass helps deliver better program management by improving project visibility and control. Leveraging its tight integration with other Deltek earned value management solutions such as Cobra, Open Plan, wInsight Analytics and Acumen, PM Compass improves all aspects of your project lifecycle. Key capabilities include automated workflows for integrated change management, project status, variance and risk analysis, along with comprehensive reporting. Integrate information on a dashboard to plan, update, manage variances and model changes across your projects. Configurable workflows guide teams through automated monthly processes to improve efficiency and consistency of updates. Understand the impact of changes and ensure that change is managed with needed data, documentation and approvals. -
34
AgencyPro
AgencyPro
AgencyPro is a comprehensive client portal software designed specifically for agencies to streamline their entire business operations. The platform unifies client management, project tracking, time monitoring, billing automation, and team collaboration into one branded experience that agencies can customize with their own logo, colors, and domain. With features like customizable client portals, automated invoicing, file proofing, CRM functionality, and detailed analytics, agencies can manage everything from initial client onboarding to final payment processing. Different agencies worldwide trust AgencyPro to increase their profitability by 40% while reducing administrative work and improving client satisfaction. -
35
Pegasus
Pegasus Systems
The Leading Creative Agency Management Software Solution in Australia, NZ, APAC, UK and USA. If you’re after a fully integrated software solution for all your creative agency management needs in Australia, New Zealand, APAC, USA or UK look no further than Pegasus Systems. Our industry-leading software makes it easy for you to manage all of your processes and campaigns in a single, convenient place. All you have to do is enter your data once, and Pegasus will take care of the rest. Our agency management software solutions will help you automate all of your business’ processes. Pegasus lets you fast-track work, save time and cut costs - so that your agency grows better. We’re a cloud-based SaaS company that has been assisting agencies with campaign management for over three decades. With our trusted creative agency management software, handling even the trickiest projects and campaigns becomes a breeze. -
36
Jovaco Project
Jovaco Solutions
With more than 25 years of experience as an Independent Software Vendor (ISV), JOVACO Solutions has acquired a keen understanding of the specific needs and realities of project-based organizations. This has allowed us to develop a leading-edge project management solution that supports firms’ actual business processes and not the other way around. As project-based organizations make up 50% of our customer base, JOVACO Solutions can recommend best practices and proven solutions based on long-term partnerships. Built on the Microsoft Dynamics platform, our project management solution, JOVACO Project, offers 360° visibility into all business operations throughout the entire lifecycle of your projects. Developed with the needs of professional services firms in mind, this proven solution provides all the tools needed to better control projects, manage tasks and operations, and streamline processes from a single platform.Starting Price: $3000 one-time payment -
37
VT Final Accounts
VT Software
If you have not already done so, download the installation file from here. This installs the following programs on your PC: VT Filer; VT Fact Viewer; VT Transaction+ and VT Cash Book. VT Final Accounts is not a standalone program itself but gets installed as a set of VT Add-ins to Excel. If you experience any issue when installing see Installation. After installation the Add-ins tab appears in the main Excel menu, containing VT menu commands. If this is not visible, follow the steps at Add-ins missing. VT Final Accounts enables you to create a set of accounts in Excel (known as the 'accounts workbook'), from which you can generate an iXBRL file which can be submitted to Companies House. Stored directly in the workbook in Excel ('manual entry') if you want to enter a trial balance directly in the workbook or import a trial balance from another source. In the Workbook Properties dialog, enter the company details and financial period, select any of the options that are relevant to you.Starting Price: $196.32 per year -
38
CMAP
CMap Software
CMap eliminates all those headache-inducing spreadsheets and disconnected software packages. Instead, you’ll have all of that data and functionality in an accessible, unified system. Professional services companies are unique. You don’t have career sales people responsible for new business. Instead, you have individuals with a background in delivery who are busy with a thousand other things. Approaches to job costing vary wildly in professional services. Architects, accountants, consultants, agencies all quote differently. The problem with most resourcing software isn’t the initial set-up of resourcing data: it’s keeping on top of the changes. Timesheet and expenses data automatically drives live budget vs. actuals for all projects, giving you up-to-the-minute feedback on how your projects are performing. -
39
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
40
deals&projects
deals&projects
Work smart - with THE software for agencies. With our integrated workflows you save time in project organization and find all project information in one place. See at a glance what the order situation is in your agency and with which customers you should be active. Integrated workflows guide you from the first contact to the finished project. The entire communication around contacts and projects in the history (CRM). Sales forecasts, utilization, project results, analyzes and much more. deals & projects is more than just software for agencies and agencies are more than just customers for julitec. As pioneers in a new world of work, we are the perfect partner for sustainable agencies. There are no rigid hierarchies, fixed working hours and locations with us. We work self-motivated, self-determined and distributed all over the world.Starting Price: €29 per user per month -
41
Simple Admation
Simple
Admation is cloud based approval workflow management software for brands and ad agencies. Streamline your approval workflow with a project management tool that enables you to manage and track all of your reviews and approvals from one central hub. Key features include briefing templates, online proofing tools, batched feedback, tiered approvals, reminder notifications, resource management, project time tracking, reporting tools and digital asset management. Admation is for any brand, marketing team or creative agency looking for a cloud based solution to manage all aspects of their marketing projects, including resources and digital assets.Starting Price: $30 -
42
Unanet
Unanet
Unanet’s ERP and CRM solutions drive bottom-line growth by connecting your projects, people and financials with greater efficiency and improved decision making. Unanet knows your business is unique. And a unique business needs tailored solutions. Unanet delivers modern, end-to-end business solutions that meet the needs of your project-based business. Our seamless, purpose-built integrations automate and streamline critical business processes, giving you functional ERP and CRM solutions that turn information into actionable insights. Unanet is widely recognized for providing best-in-class functionality tailored to your industry. Unlike software built for all or versioned generically for industries, Unanet was purpose-built for government contractors, architecture, engineering, and construction firms. The results? Get industry focused functionality and project-based ERP and CRM solutions that turn information into actionable insights for your industry.Starting Price: $10.00/month/user -
43
QueryStorm
Stormy Range Software
Use SQL, C#, and VB.NET right inside Excel to process data, build custom functions and automate workbooks. Code completion, syntax highlighting, code fixes, and much more. With QueryStorm's IDE, writing code is a breeze! Share your functions and automated workbooks with clients and colleagues. All they need to use them is the QueryStorm Runtime. Create your own Excel functions using SQL, C#, or VB.NET. Use them yourself, or publish them to share them with colleagues and clients! Add business logic to your workbooks to give them rich interactive behavior powered by .NET and SQL code. Make use of smart workbooks and custom functions built by your team as well as useful Excel extensions built by the community. Employ your technical skills in Excel to process data, build smart workbooks and write and share custom functions.Starting Price: $5 per user per month -
44
Retainr
Retainr.io
Retainr.io is a clever tool that makes running your creative agency easier. It's an all-in-one platform that handles everything from talking to new clients to finishing big projects. Retainr.io uses AI to help you work better! It can plan your tasks, figure out timelines, and even help with pricing. Think of it as a tireless assistant that's always ready to help. One of the best things about Retainr.io is how it can look like your own system. You can change how it looks to match your agency's style, making your business seem even more professional to clients. With Retainr.io, you don't need lots of different tools anymore. It gives you a special website for your work, a place for clients to see their projects, ways to manage your tasks, and more. All in one spot. Plus, Retainr.io comes with a 0% commission fee on all tiers. Whether you work alone or have a team, Retainr.io fits your needs.Starting Price: $83/month -
45
ProjectPro
ProjectPro
ProjectPro powered by Microsoft Dynamics 365 Business Central is an all-in-one construction software that can simplify operations for construction businesses and result in revenue recognition. It can streamline accounting for construction firms and deliver better business control to firms. ProjectPro with capabilities such as Job Quoting, Subcontractor management, Certified Payroll Report processing, Progress Billing, Project Management and more, helps contractors strengthen their hold on projects and increase revenue. It is a cloud based management focusing solely on construction requirements. It allows contractors to generate more revenue by keeping track of all inflow and outflow of cash and exercise control over costs by keeping tabs on project progress. ProjectPro helps businesses streamline their processes with better insights into the overall project costs, resource requirement & allocation, which offers precise information. ProjectPro offers a smart & better way for business.Starting Price: $50 -
46
Function Point
Function Point Productivity Software
Function Point is an all-in-one project management software for creative agencies and in-house marketing departments looking to streamline their business. Manage your projects, staff resources, track time, create estimates & invoices, and integrate with Quickbooks all in one cloud-based system. Our solution helps agencies improve their productivity and profitability by streamlining processes; simplifying collaboration; centralizing information; and delivering real-time business data.Starting Price: $37.00/month/user -
47
Logoi
Logoi
Win and grow clients faster with AI built to make your entire agency smarter. Logoi presents all of your client data in one simple dashboard, the ideal starting point for everyone at your agency every single day. Logoi proactively organizes your agency’s communication to help everyone understand why you’re doing how you’re doing. Logoi will point your team in the right direction based on historical client data. Logoi eliminates the need for written recaps, company wikis, and wasted time not working on client services. Executives can quickly browse the entire book of business to find the quickest risers and the most precarious relationships. Team Managers can understand how their team is doing immediately without having to ask for extra work. Account managers can see all of their clients in one place, without having to spend time downloading, transforming, and aggregating data. -
48
Dose for Excel
Zbrainsoft.com
If you're tired of eliminating duplicate rows, comparing sheets, or executing hard activities in Excel, Dose for Excel is the powerful convenient solution you need to simplify all of these complicated chores into a few clicks. It has over 100 powerful new functions and features that have been added to the Excel ribbon for your convenience. You may, for example, instantly export sheets, merge cells, rows, or columns without losing data, use the comments helper, count cells by color, use powerful built-in calculations, and easily backup your workbooks. Dose for Excel is a simple application that will save you time and effort. Convert your Excel workbook to Full Screen mode for easier reading; the ribbon, status bar, and formula bar will be minimized. Return the workbook to the first show state by showing them again. -
49
OpenGPT-X
OpenGPT-X
OpenGPT-X is a German initiative focused on developing large AI language models tailored to European needs, emphasizing versatility, trustworthiness, multilingual capabilities, and open-source accessibility. The project brings together a consortium of partners to cover the entire generative AI value chain, from scalable, GPU-based infrastructure and data for training large language models to model design and practical applications through prototypes and proofs of concept. OpenGPT-X aims to advance cutting-edge research with a strong focus on business applications, thereby accelerating the adoption of generative AI in the German economy. The project also emphasizes responsible AI development, ensuring that the models are trustworthy and align with European values and regulations. The project provides resources such as the LLM Workbook, and a three-part reference guide with resources and examples to help users understand the key features of large AI language models.Starting Price: Free -
50
GatorMail
Workbooks
Part of the Workbooks suite, Workbooks GatorMail is an advanced email marketing tool enabling you to easily send automated, targeted marketing messages via email to any mailing list no matter how complex or dynamic. With Workbooks, you get CRM and email in one solution, out of the box! Segment your contacts based on their needs and interests, and easily target them with personalized and highly relevant messages that are going to close the deal. Get insight into who is a cold lead and who is a hot prospect and drive nurturing programs accordingly. Drip compelling content to leads either over time or via dynamic events to turn your stagnant CRM data into a sales generator. Drive your contacts to take action with an email message, and learn more about them as they respond and go to your website. Track their behavior as they browse – with Workbooks Web Insights, and gain valuable information that can help you follow-up in the most meaningful way, driving efficiency and sales.
