Finance software selection kit
Choose accounting, ERP, close, payables or expense software with a requirements list, weighted scoring, total cost of ownership and a demo script that makes vendors show you real work.
Finance teams and practicesFree
- Files
- 5, Excel and Word
- Last checked
- October 2026
Get the pack by email
What a good selection needsDocument in the pack
Requirements agreed before demos
✓Selection workbookOver 100 requirements by module
A fair comparison of up to five vendors
✓Weighted scoringWarns if weights don't total 100%
The full cost
✓Cost of ownershipOver 3 or 5 years, including your own time
Comparable answers from vendors
✓Request for information
Demos that show real work
✓Demo script
Honest references
✓Reference call questions
A ready team before you sign
✓Implementation readiness checklist
Who it's for
Finance teams and accounting practices choosing new finance software.
Last checked
Checked in October 2026.
