10 Best Project Management Tools For Accountants In 2025

A good project management tool benefits accountants by streamlining workflows, enhancing collaboration, and improving project tracking to increase productivity, allowing you to focus on more complex tasks.

In this article, we’ll go over the 10 best project management tools for accountants in 2025, including their top features, pricing structure, and pros and cons.

Factors To Consider When Evaluating Project Management Software For Accounting

When looking for project management software for accounting, there are a few factors to consider to ensure that the solution aligns with your needs and goals:

#1: Depth of Project Management Features For Accountants

The project management platform should offer a good range of features for managing tasks and team members, including:

• Budget management features, such as being able to track expenses, manage budgets, and forecast financial performance.
• Time tracking, such as logging hours worked, managing timesheets, and calculating billable hours to reflect project costs and revenues.
• Document management functionality that will serve as a centralized hub for sharing and working on documents alongside your team.
• Visual activity timelines that will enable you to get a quick overview of each project’s progress for managing deadlines.

#2: Accounting Templates

The next thing to look out for as an accountant is the platform’s accounting and bookkeeping templates.

These are customizable templates that enable you to standardize your processes so you can save time and ensure consistency across multiple projects.

#3: Reporting Capabilities

Strong reporting capabilities will allow you to gain insights into your operations and make data-driven decisions. 

Apart from tracking KPIs, you should also look for project management software that can help you generate detailed reports on project performance and resource allocation.

➡️ Some of the tools we are about to review also offer visualization features that help you get a visualized overview of your data, such as Gantt charts, to communicate project status to stakeholders.

#4: Integrations

The project management solution you opt for must have native integrations with your accounting software, such as QuickBooks or Xero.

This will help you to streamline your data flow and save time from manually entering data.

#5: Pricing Structure

Lastly, you need to consider the pricing structure of each software before you can make the final decision.

Since every project management tool’s pricing is based on seats, it’s crucial to consider which tool gives your large or small team the best value for money.

💡 Some of the tools we will review also have a generous free plan that you can use to get a feeling for each tool.

What Are The Best Project Management Tools For Accountants In 2025

Here are our best project management picks for accountants in 2025 based on our research of 30+ platforms:

#1: SmartSuite: An all-in-one project management software for accountants to plan, manage, and track projects, resources, and stakeholders.

#2: Financial Cents: Track client work and get client responses faster.

#3: Asana: Build flexible workflows through dependencies and automation.

#4: ClickUp: Manage large-scale accounting projects in a custom-built interface.

#5: Trello: Accounting management using Kanban boards.

#6: Basecamp: Simplify task management and cross-department communication.

#7: Jetpack Workflow: Organize workflows and automate recurring tasks.

#8: Wrike: Manage complex workflows across multiple departments in your enterprise.

#9: Smartsheet: Manage financial projects using the spreadsheet interface your finance team is familiar with.

#10: Monday.com: Best-in-class accounting reporting and custom workflows.

#1: SmartSuite

SmartSuite offers the best project management software for accountants in 2025 due to its ability to centralize the management of your finances.

Our platform lets you consolidate the information and workflows needed to manage your core financial processes in a single system.

Your accounting and finance team can use SmartSuite to:

• Authorize capital investments.
• Track debts and repayment schedules.
• Record who approved each request.
• Build budgets and monitor financial performance.

Let’s go over the features that make SmartSuite the best choice for accountants looking for a comprehensive project management solution: 👇

Plan, Track & Manage Simple To Complex Projects

SmartSuite’s project management features help accountants like you to plan, track, and manage multiple projects at scale. 

To simplify the process, you will get numerous built-in intuitive features to execute your tasks perfectly.

💡 Interested in how other accountants are using SmartSuite? You can check out our video of using SmartSuite to build a budget template:

Here are the features that accountants love the most about SmartSuite:

• Smart task management: You can turn any item field into a task—a checklist item, comments, or sub-item. Your accounting team can easily build a solid task list and assign it to the right person with a due date and priority status.

• Project phases and milestones: Having milestones ensures your project stays on track and moves towards the objective. With SmartSuite, your finance team can set them, monitor through your reporting dashboard, and flag issues.

• Files and project deliverables: Manage and organize all your documents. You can attach project-related files, share feedback with your team, and manage version history, all within your work context.
• Roles and permissions: You can manage sensitive processes by defining roles and lockdown access to delicate financial information without compromising your financial workflow.

💡 SmartSuite supports formats like PDF, GIF, CSV, PNG, and MP4 and integrates with Dropbox, Google Drive, Box, and Microsoft OneDrive, making adding files to your workflows easy.

• Native time tracking: It is possible to monitor and evaluate task and project completion times. Built-in tracking helps group time entries see estimates and segment billable and non-billable entries.

Team Collaboration

SmartSuite offers built-in communication and collaboration features. 

Your team can connect with peers in group chats or 1:1 conversations for quick feedback and keep your internal stakeholders updated.

SmartSuite’s members’ directory provides a holistic view of the project team by examining each teammate’s details, such as availability status, job profile, and other relevant information.

You can use comments and @mentions to share updates, nudge teammates, or add new people to the conversation.

Comprehensive Project Reporting

Our platform has a dynamic project analytics tool with configurable charts and graphs.

The reporting dashboard helps you track project performance, understand resource allocation, and identify the slow-moving projects of the finance team. 

Based on that information, you can quickly develop plans to overcome roadblocks and get the project back on track.

Your accounting team can visualize reporting in Grid, Card, Kanban, Timeline, Map, Calendar, or Dashboard views. 

You can add as many as needed to build a visual storyboard for your project’s progress.

To share reports with stakeholders, you can make the report public and share the necessary access.

Advanced Workflow Automation

SmartSuite's no-code automation builder allows accountants to automate some of the repetitive tasks that you’re facing in your day-to-day financial operations.

For example, you can assemble automation at the task and project and automate repetitive tasks based on triggers like changing dates, sending notification emails, or updating statuses.

There are six pre-defined triggers and 15+ actions, with options to build custom ones.

Once you’ve set up a workboard in SmartSuite, head to “Automations” and automate anything from record creation to updates to task assignments and notifications. 

SmartSuite’s Accounting Use Cases

SmartSuite offers a range of use cases and pre-built templates for a variety of accounting tasks, including:

• Purchase requests: Centralize OPEX purchase requests or leverage workflow approval for the right leader visibility.
• Travel requests: Your team can submit travel requests and reimbursements in SmartSuite.
• CAPEX requests: Built for capital-intensive companies, your team can request capital expenditures.

• Tax preparation: You can make the periodic tax prep cycle a bit easier by attaching key documents, financials, and investor information.
• Investment and debt tracker: Keep investment transaction documents organized, and track the history of transactions and debt obligations of your company.

💡 You can check out our common use cases and solution templates for finance and accounting teams where we showcase our interactive demos of using the platform. 

SmartSuite Pricing

SmartSuite has a free plan with access to 250+ automation actions, team collaboration, multi-dashboard views, and more.

There are four paid plans with a 14-day free trial:

• Team: Starts at $10/user per month, including Gantt charts, timeline views, 5000 automation runs, and time tracking.
• Professional: Starts at $25/user per month and adds two-factor authentication, Gmail & Outlook integrations, and unlimited editors.
• Enterprise: Starts at $35/user/month and includes access to audit logs, data loss prevention, and 50,000 monthly API calls.
• Signature: A customized plan tailored to your organization’s needs and team size with no predefined limits.

SmartSuite Pros and Cons

✅ The freemium version includes access to advanced features.

✅ 200+ project templates for various accounting use cases, such as CAPEX requests.

✅ Dynamic dashboards and reporting that are easy to navigate.

✅ Integrated document and file management.

✅ Comprehensive workflow automation.

❌ Less native integrations with accounting platforms when compared to other alternatives.

#2: Financial Cents

Best for: Tracking client work and getting client responses faster.

Similar to: Jetpack Workflow.

Financial Cents is an accounting practice management software that allows you to effectively track client work and organize everything with its easy-to-use platform.

The platform is capable of automating time-consuming processes and always being in the know of the status of work.

Who Is It For?

Financial Cents is best for accountants who are looking to integrate project management with a client portal and a client database so they can know where everything stands.

Financial Cents Top Features

• Workflow management: Your team can track the status of client work and see who’s working on what. You can also keep track of accounting deadlines.
• Automate client data collection with automatic reminders so you don’t have to do it manually.
• Organize all client information and communication in one place with the platform’s client database.

Financial Cents Pricing

Unlike most of the platforms in this guide, Financial Cents does not have a free plan for its software.

To access the platform’s project management features, you’d need to be on one of their 3 paid plans:

• Solo: $9/month for 1 person only, which gives you access to workflow and to-do lists, workflow automations, a client portal, and client tasks and requests.
• Team: $39/month/user, which adds proposals and engagement letters, an integrated email, and e-signatures.
• Scale: $59/month/user, which adds auto-follow-ups for client tasks, and the ability to customize client task emails and task dependencies.

Financial Cents Pros and Cons

✅ Offers a magic link for client tasks.

✅ Clients can receive SMS reminders for pending tasks.

✅ Good integrations with Calendly, QBO, and other software accountants use.

❌ No mobile app for clients.

❌ There is an onboarding fee, according to G2 reviews.

#3: Asana

Best for: Accountants looking to build flexible workflows through dependencies and automation.

Similar to: Wrike, SmartSuite.

Asana is an enterprise-grade work management platform that helps accountants streamline processes through automated workflows and work portfolios.

The software lets you organize multiple projects with access to all documents, tasks, and due dates in one place so your team would not have to switch between financial projects every time.

Who Is It For?

Asana is best for medium-to-large size corporations looking to manage multiple projects simultaneously with different budgets, teams, and stakeholders.

Asana’s Top Features

• Create standardized templates so your finance and accounting departments can reuse them and teach new employees.
• Financial capacity planning: Allocate and optimize resources (time, people, and cost) to each project throughout its lifecycle.
• Dedicated portfolios, where your accounting team can organize multiple projects. Each portfolio can be tailored to your clients and projects and provides an overview of work status and go-live dates.

💡 Check out our in-depth comparison of ClickUp vs. Asana vs. SmartSuite, where we cover the 3 best-in-class project management tools.

Asana Pricing

Asana has a free plan for up to 10 users with unlimited file storage (100MB per file), and three task views: board, list, and calendar.

The software has four paid plans with a 30-day free trial:

• Starters: Starts at $10.99/user/month for up to 500 members, which adds Asana AI, private projects and teams.
• Advanced: Starts at $24.99/user/month, which adds 25,000 automations/month, 100 portfolios, universal reporting, and goal tracking.
• Enterprise: Custom pricing, which adds advanced integrations, unlimited seats, portfolio, and automation bundles.
• Enterprise +: Custom pricing, which adds audit log API, HIPAA compliance, and data loss prevention integrations.

Asana Pros and Cons

✅ Powerful workflow automation.

✅ 270+ native integrations, some of which are ideal for accountants.

✅ AI features, such as smart chat, smart fields, and smart status to get quick updates on your projects.

❌ Lack of built-in collaboration tools to communicate with your team.

❌ Limited customization fields, unlike other competitors to Asana.

#4: ClickUp

Best for: Managing large-scale financial projects in a custom-built interface.

Similar to: Monday.com, Asana.

ClickUp is a cloud-based project management tool that lets accountants automate their workflows and manage tasks.

The platform offers Gantt charts, board views, and portfolios that you can use to simplify your accounting project management as well as advanced reporting features to manage different projects and stakeholders.

Who Is It For?

ClickUp is best for large accounting teams looking for customization options so they can tailor the platform for different use cases and standardize their process.

ClickUp’s Top Features

• Task management: Get a complete overview of each financial project's tasks with the tool’s multiple task views, custom fields, dependencies, and comment-based collaboration.
• Whiteboards: Virtual canvas where you can build agile workflows, outline dependencies, and strategize action items to meet the project’s objectives. 
• Sync time tracking through integration with time-tracking apps like Toggl to improve your finance team’s productivity. There is also a native time tracking field to set time estimates for each task you’re working on.

ClickUp Pricing

ClickUp offers a freemium plan that includes unlimited task creation, access to 100 MB storage, and collaborative docs.

The platform has three paid plans with a 14-day free trial:

• Unlimited: Starts at $10 per user/month, which includes access to unlimited custom views, timesheets, guest access, and 100 mind map creation.
• Business: Starts at $19 per user/month and adds private docs, sprint reporting, and all dashboard views.
• Enterprise: Custom price that adds white labelling, enterprise-grade security, and AI features.

ClickUp Pros and Cons

✅ Low entry-level pricing plans for smaller accounting teams as well as a generous free plan for individuals.

✅ Highly customizable with a comprehensive range of built-in tools.

✅ Good team management and collaboration tools.

❌ Can get overwhelming for new users due to the platform’s complex interface.

❌ Can take longer to set up a dashboard that fits the bill, according to some G2 reviews.

#5: Trello

Best for: Accounting management using Kanban boards.

Similar to: ClickUp, SmartSuite.

Trello is an Atlassian low-cost project management software that enables accountants to plan, track, and manage projects.

The platform uses Kanban boards and workflows with pre-built templates.

Who Is It For?

Trellos is ideal for solo accountants and small finance teams who are familiar with Kanban-based task management.

Trello’s Top Features

• Set up automations for project-level activity, such as when a task is being completed or an item is being moved between different Kanban board cards.
• Access the tool’s Power-ups, which are integrations and additional apps that enhance the platform’s capabilities, such as building custom fields, adding advanced triggers, and syncing databases.
• Get a granular picture of your tasks’ progression with the timeline, list, dashboards, Kanban, or calendar view of all accounting tasks.

Trello Pricing

Trello offers a free version with built-in automation features and up to 10 workspace collaborators. 

You will also get a 14-day free trial for its three paid tiers:

• Standard: Starts from $5 per user/month and adds unlimited activity log and 250 workspace command runs/month.
• Premium: Starts from $10 per user/month and adds unlimited workspace collaborators and built-in automation.
• Enterprise: Starts from $17.50 per user/month for 50 users and includes 24/7 enterprise admin support and SAML SSO via Atlassian Access.

💡 Similar to how other Atlassian products work, the platform will give you a per-seat discount on the Enterprise account the more users you bring to the platform.

Trello Pros and Cons

✅ User-friendly and intuitive dashboard that is easy to use.

✅ Pre-built templates that are ideal for accountants.

✅ Built-in advanced automation.

❌ No built-in team communication.

❌ Rely on third-party integrations for reporting, which are paid.

#6: Basecamp

Best for: Simplifying task management and cross-department communication.

Similar to: SmartSuite, ClickUp.

Basecamp is a visual task management software designed for ease of use that helps you get a bird’s eye view of your projects.

The platform lets you communicate through a built-in messaging option, manage tasks through your calendar, and track task progress through visual graphs.

Who is it For?

Basecamp is ideal for small-to-medium-sized businesses and remote finance teams looking to prioritize clear communication and straightforward project organization.

Basecamp's Top Features

• Advanced Hill charts: Basecamp’s unique visual tool for tracking project progress and identifying potential bottlenecks.
• An integrated team chat feature that keeps conversations organized by project.
• Prompt your team members to share updates with automatic check-ins, which are scheduled questions to your teams so you can reduce the need for status meetings.

Basecamp Pricing

Basecamp has a free plan that lets you run one project at a time with 1 GB of storage space (which is more than their competitors).

To access the platform’s advanced project management features, you’d have to be on one of their two paid plans:

• Plus: Starts at $15/user per month, and adds unlimited projects, 500 GB storage for files & documents and guest invites.
• Pro Unlimited: $299/month fixed price for unlimited seats, which adds 5 TB of storage space, Admin Pro Pack upgrade, Timesheet upgrade, and personal onboarding.

Basecamp's Pros and Cons

✅ Generous freemium plan with up to 1 GB of storage space.

✅ Clean, distraction-free interface promotes focus.

✅ Excellent for managing cross-department communications alongside internal tasks.

❌ Limited integration options.

❌ May not be best for complex projects requiring detailed task dependencies.

#7: Jetpack Workflow

Best for: Organizing workflows and automating recurring tasks.

Similar to: Financial Cents.

Jetpack Workflow is a project management software built for accountants that lets you organize workflows, automate recurring tasks and plan for future work.

The platform was built for accountants and bookkeepers at every level – for both start-ups and enterprises.

Who Is It For?

Jetpack Workflow is ideal for small-to-medium-sized accounting and finance consulting companies who are looking to grow their business by automating processes and retaining clients.

Jetpack Workflow’s Top Features

• Capacity planning: Your finance team can get an overview of the team’s workload capacity so you can better delegate work.
• Standardize and/or automate accounting workflows with pre-built templates so you can save hours on project setup.
• Progress tracking features that let you quickly see the status of specific client work so you can catch potential issues in advance.

Jetpack Workflow Pricing

Jetpack Workflow does not have a free plan, so if you want to access the platform’s advanced features, you’d have to be on their 3 paid plans:

• Starter: Starts from $30/month/seat, which gives you access to unlimited projects and clients, unlimited templates and customizable automation.

• Organize: Starts from $45/month/seat and adds team collaboration and management, and live chat & email support.

• Scale: Starts from $49/month/seat and adds drag and drop scheduling view, budgeted time and pacing reports, and bulk work reassignment options.

Jetpack Workflow’s Pros and Cons

✅ Good internal workflow management.

✅ QBO and Zapier integrations.

✅ Easy-to-use software that keeps tasks organized and accountable within teams.

❌ The product can be outgrown because it’s limited to a specific ‘’wheelhouse’’, according to a G2 review.

❌ No iOS mobile and Mac desktop apps are available.

#8: Wrike

Best for: Managing complex workflows across multiple departments.

Similar to: Monday.com, Asana.

Wrike is a project management tool that helps accountants manage multiple client accounts.

The platform lets you streamline client feedback, and keep all stakeholders informed with its best-in-class collaboration features.

Who Is It For?

Wrike is best for medium-to-large-sized businesses managing multiple clients with different financial departments, and looking for cross-functional collaboration features to improve internal communications.

Wrike’s Top Features

• Collect and manage requests from internal and external stakeholders through the tool’s custom forms. Each request gets auto-added to your designated workspace. 
• Adobe Creative Cloud integration: Wrike integrates with Adobe Creative Cloud, reducing friction in cross-team collaboration, approvals, and feedback requests.
• Keep all stakeholders in the loop about financial performance through built-in collaboration features, including comments and mentions.

Wrike Pricing

Wrike has a forever-free plan with email integration and enterprise-grade security. 

To access the tool’s advanced features, you’d need to be on one of their five paid plans which come with a 14-day free trial:

• Team: Start at $9.80/user/month for up to 25 users, which adds custom fields, workflows, unlimited request forms, and dynamic Gantt charts.
• Business: Starts at $24.80/user/month for up to 200 users, which adds portfolio management, AI Risk Prediction, nested projects, and real-time reports.
• Enterprise: Custom pricing, which includes unlimited users with advanced admin, reporting, security, and integrations. 
• Pinnacle: Custom pricing, which includes a native Power BI integration, locked spaces, and budgeting features. Contact sales for a quote.

Wrike Pros and Cons

✅ The platform offers 400+ integrations with other productivity tools that your finance team might be already using.

✅ Generous free plan with unlimited users.

✅ Library of customizable project templates for accountants.

❌ Learning curve due to overwhelming features, according to reviews.

❌ The budgeting feature is only for Pinnacle plan clients, which is crucial for accountants.

#9: Smartsheet

Best for: Managing financial projects using a spreadsheet interface.

Similar to: N/A.

Smartsheet is an enterprise-grade project management solution for accountants who prefer to work in a spreadsheet-like interface.

The platform stands out from its competitors with its variety of pre-built templates and built-in proofing features.

Who Is It For?

Smartsheet is best for accountants and bookkeepers working in large organizations looking to manage complex and numerous projects in a spreadsheet user interface, similar to Excel.

Smartsheet’s Top Features

• Build workflow automation: Your finance team can set up automations, such as sending due date reminders, requesting signatures via DocuSign integration, and performing calculations.
• Plan resource consumption with the platform’s resource management features, where you can review usage throughout the process, and take action to keep different projects on track.
• An easy-to-understand dashboard which can be customized to showcase the company’s financial performance, goals, resource allocation by team, and revenue by region.

Smartsheet Pricing

Smartsheet does not offer a free plan for its solution, so you’d have to be on one of their four paid plans:

• Pro: Starts at $12 per member/month and includes private sheet creation and unlimited form access with a 10-user limit.
• Business: Starts at $24 per member/month for a minimum of 3 user seats, which adds unlimited automated workflows, PowerBI, Tableau, and Adobe Creative Cloud integration.
• Enterprise: Custom pricing that includes unlimited storage, enterprise plan manager, and AI tools.
• Advanced Work Management: Custom pricing that includes portfolio management and a premium support package.

Smartsheet Pros and Cons

✅ A comprehensive library of project templates for accountants.

✅ Powerful analytics and reporting tools for large organizations.

✅ Native integrations with other project management platforms like Jira.

❌ Steep learning curve for spreadsheet beginners, according to G2 reviews.

❌ Data is not updated in real-time, which could be a bottleneck for bookkeepers.

#10: Monday.com

Best for: Accountants looking for advanced reporting and workflows.

Similar to: Asana, SmartSuite.

Monday.com is an all-in-one project management solution that offers a good range of features for accountants, such as work management, automations, and best-in-class reporting.

The platform helps you build project-level goals, plan resources and budgets per project, and assign responsibilities to your employees.

Who Is It For?

Monday.com is best for medium to large-scale enterprises looking to equip their finance team with best-in-class reporting.

Monday.com’s Top Features

• No-code automation builder where your team can build automations and send timely alerts or update status.
• Organize multiple projects: Monday.com’s portfolio management features let you track overall progress and assign resources and budgets to each project in your organization.
• Custom work forms: You can build custom forms to collect and share feedback from your company. Your finance team can then sync form responses by adding them to relevant projects.

Monday.com Pricing

Monday.com has a free plan for up to 2 seats, where you can test out the tool’s basic project management features.

💡 In our guide on Monday’s pricing, we dive deeper into whether the platform has good value-for-money plans.

To access the platform’s advanced features, you’d need to be on one of their four paid plans:

• Basic: Starts at $17 per user/month and adds Kanban board view and unlimited users with view-only access.
• Standard: Starts at $20 per user/month and adds 250 automated actions/month, 3+ dashboard views, and Zoom integration.
• Pro: Starts at $32 per user/month, and adds all five dashboard views, time tracking, and 2-factor authentication.
• Enterprise: Custom price, which adds a dedicated customer success manager, enterprise-level reporting, and administration control.

Monday.com’s Pros and Cons

✅ Advanced reporting and analysis at the project and portfolio level, which is ideal for accountants and bookkeepers.

✅ 200+ integration across apps, including communication and productivity.

✅ Custom work forms that you can turn into actionable tasks for your team members.

❌ Plan upgrade available in set increments of 5 and 10 users.

❌ Automation is gated to the more expensive plans, unlike alternatives to Monday.

Choosing The Right Project Management Solution For Accountants

Selecting the ideal project management software for your accounting team, be it for individual accountants or large enterprises, involves carefully considering your needs, workflow, and dynamics.

Each platform we've explored has unique strengths but the best option depends on your team size, project complexity, client involvement, and specific processes at work.

➡️ Smaller teams might prefer the simplicity and familiarity of Asana or Smartsheet, while larger businesses could benefit from Wrike's scalability or ClickUp's comprehensive range of features.

➡️ SmartSuite stands out from the list due to its comprehensive list of offerings suitable for basic to complex financial projects.

Our platform’s built-in automation, extensive template library, custom dashboards, and best-in-class communication features make it the best choice for accountants and bookkeepers.

Try a 14-day free trial or sign up for a free plan to explore how SmartSuite can help your organization.

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