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Financial Systems & Technology Partnerships

Choosing the right financial system can transform your reporting, automation, and decision-making. We partner with leading accounting and ERP platforms to help clients select, implement, and optimize the best solution for their business.

Softledger

Preferred Partner
Cloud-native accounting platform ideal for multi-entity consolidation, crypto accounting, and real-time reporting. Contact us for any potential discounts in your subscription. We, Fractional CFO Partners, also can handle your system setup, migration of historical financials, and keep your books clean month in and month out with precision reporting of your business.

2

QuickBooks Online

Coming Soon - QuickBooks ProAdvisor Certified

QuickBooks Online is the most widely adopted small-business accounting platform, offering an intuitive interface, strong automation features, and seamless connections to hundreds of business apps. QBO is ideal for startups, small to mid-sized businesses, and service-based companies that need reliable bookkeeping, invoicing, expense tracking, and simple reporting.
With your upcoming ProAdvisor certification, clients can rely on expert setup, optimization, and best-practice financial workflows built specifically for their industry.

3

Xero

Xero is a modern, cloud-native accounting solution known for its clean user experience, global accessibility, and strong integration ecosystem. It’s a favorite among distributed teams, e-commerce companies, and businesses operating internationally due to its multi-currency support and flexible API connections.
Xero makes everyday accounting easy—bank feeds, invoicing, bill pay, and reporting—while giving growing businesses the automation and scalability they need. Your advisory support helps clients get the most out of Xero’s ecosystem and streamline their financial operations.

4

NetSuite

NetSuite is a full-scale cloud ERP designed for companies that have outgrown basic accounting tools and need advanced financial controls, automation, and multi-entity capabilities. It supports complex reporting, revenue recognition, inventory, procurement, and end-to-end operational workflows.
Ideal for scaling organizations, private-equity portfolio companies, and enterprises preparing for rapid growth, NetSuite provides a unified system to manage finance, operations, and compliance. With your fractional CFO guidance, clients can navigate system selection, implementation, and optimization to ensure they leverage NetSuite’s full potential.

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Unsure which system is right for you? Schedule a free 15-minute assessment. Email or call us below now.

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