Accounting & Bookkeeping tools for financial advisors
5 listed · Which firms use each, advisors' ratings and reviews, integrations and features.
5 listed · Which firms use each, advisors' ratings and reviews, integrations and features.
Accounting & Bookkeeping tools sized by how many RIAs use them: 4 uses across 3 tools, from firms' own websites, the stacks advisors list and Form ADV.
The Kitces AdvisorTech study (2025, with satisfaction since 2021): the 1 Accounting & Bookkeeping tools the most advisors use as their main tool. Market share is the % of responding advisors using it as their main Accounting & Bookkeeping tool; satisfaction and value are out of 10.
| Tool | Share 2025 | Satisfaction 2021 | Satisfaction 2023 | Satisfaction 2025 | Change since 2021 | Value 2025 |
|---|---|---|---|---|---|---|
| Quickbooks | 3.8% | 8.8 | 7.9 | 6.3 | -2.5 | 6.6 |
Source: Kitces Research, The Kitces Report: AdvisorTech Study. Every tool's satisfaction ranking →
| AdvisorTech | People | Categories | Pricing | T3 / Kitces | AdvisorTechBook | Rating |
|---|---|---|---|---|---|---|
— | Free · $35per month | — | Buy Now | ★★★★★ 5.0 (1) | ||
— | $20per month | — | — | No reviews yet | ||
— | — | – / 6.3 | Cancel | No reviews yet | ||
— | $8per month | — | — | No reviews yet | ||
— | — | — | — | No reviews yet |
Greenboard
