# Accounting Software Decision Record

Use this record when choosing QuickBooks, Xero, FreshBooks, A2X, Synder, Quaderno, expense tools, or ecommerce accounting automation.

## Current-state finance workflow

- Accounting platform:
- Accountant/bookkeeper preference:
- Banks and payment processors:
- Ecommerce/marketplace channels:
- Payroll, tax, and expense tools:
- Month-end pain points:

## Decision criteria

| Criterion | Must-have? | Vendor A | Vendor B | Vendor C | Notes |
|---|---|---|---|---|---|
| Accountant/bookkeeper fit |  |  |  |  |  |
| Bank feeds and reconciliation |  |  |  |  |  |
| Ecommerce/payment handling |  |  |  |  |  |
| Payroll/tax/expense integration |  |  |  |  |  |
| Reporting and exports |  |  |  |  |  |
| Migration effort |  |  |  |  |  |
| Audit trail and controls |  |  |  |  |  |
| Commercial model |  |  |  |  |  |

## Cutover plan

- [ ] Pick cutover month.
- [ ] Export current data and reports.
- [ ] Confirm chart-of-accounts mapping.
- [ ] Test one historical period.
- [ ] Reconcile first two closes in detail.
- [ ] Record unresolved exceptions.

## Decision

- Selected system/tool:
- Decision owner:
- Accountant/bookkeeper sign-off:
- Accepted risks:
- Reassessment date: