{"id":119755,"date":"2025-03-08T09:57:23","date_gmt":"2025-03-08T09:57:23","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/5-signs-its-time-to-switch-accounting-software\/"},"modified":"2025-03-08T09:57:23","modified_gmt":"2025-03-08T09:57:23","slug":"5-signs-its-time-to-switch-accounting-software","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=119755","title":{"rendered":"5 Signs It\u2019s Time to Switch Accounting Software"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p><i><span data-contrast=\"auto\">We sat down with Bob Whitefield, CRO at KPS3, to learn more about why he moved off of NetSuite and when he knew it was time to make a change. <\/span><\/i><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Accounting is the backbone of your business, but if your team is still relying on outdated or inefficient software, you\u2019re likely feeling the pain. When your accounting system starts to slow you down instead of supporting growth, it\u2019s time for a change. Here are five clear signs it\u2019s time to upgrade your accounting software.<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">1. Your team is still manually entering data<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">If you\u2019re spending hours fixing typos and dealing with broken spreadsheets, you\u2019re not alone. Manual data entry is more than just an inconvenience\u2014it\u2019s a major risk to accuracy and productivity. Without automation and a structured data system, bad data creeps into every process, from billing to reporting.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">And here\u2019s the kicker: even AI can\u2019t save you if it\u2019s fed bad data. Clean, connected data is essential for advanced automations and accurate financial insights.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\ud83d\udca1<\/span><a href=\"https:\/\/www.accountingseed.com\/solutions\/business-need\/accounting-automation\/\"><span data-contrast=\"none\">Learn more about automation software<\/span><\/a><span data-contrast=\"auto\">.<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">2. Your month-end close is a never-ending process<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">If invoicing feels like an Olympic event, your software is holding you back. Many businesses find that their current system forces them to rely on spreadsheets and multiple manual steps to generate invoices.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Take Bob, CRO at <\/span><a href=\"https:\/\/kps3.com\/\"><span data-contrast=\"none\">KPS3<\/span><\/a><span data-contrast=\"auto\">, for example. As an advertising agency, they process 350\u2013400 invoices every month. With their previous system, they had to:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Manually export time entries into a massive spreadsheet<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Cross-check every detail to avoid errors<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Send invoices back and forth between account managers and finance<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Manually create and send each invoice<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">It was a bottleneck that required overtime and extra hands just to get invoices out the door. By switching to an automated system, they cut down the invoicing process dramatically, enabling them to close the books a week faster.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\ud83d\udca1Learn more about on <\/span><a href=\"https:\/\/www.accountingseed.com\/product\/accounting-core\/ar-automation\/\"><span data-contrast=\"none\">AR<\/span><\/a><span data-contrast=\"auto\"> and <\/span><a href=\"https:\/\/www.accountingseed.com\/product\/ap-automation\/\"><span data-contrast=\"none\">AP<\/span><\/a><span data-contrast=\"auto\"> automation.<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">3. It\u2019s too difficult or expensive to configure<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">A major red flag that it\u2019s time to switch accounting software is when your system is too difficult or expensive to configure. Outgrowing software isn\u2019t just about company size\u2014it\u2019s about fit. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Rigid, inflexible systems limit your ability to adapt as your business evolves, whether that means expanding globally, restructuring, or updating processes. Worse, if your software isn\u2019t built to handle these changes, you\u2019ll face mounting inefficiencies and data issues that prevent you from leveraging AI and automation effectively.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Bob\u2019s company, for example, struggled with a costly and frustrating NetSuite implementation that failed to meet their needs. Their team spent months working around a system that never truly fit, leading to endless manual processes and a stressful month-end close. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">After switching to a more flexible system, they not only streamlined their operations but also saved over $250,000 in costs. The right system should evolve with your business, not hold you back.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\ud83d\udca1<\/span><a href=\"https:\/\/www.accountingseed.com\/solutions\/business-need\/custom-accounting-software\/\"><span data-contrast=\"none\">Take a closer look at customization.<\/span><\/a><\/p>\n<h3><b><span data-contrast=\"auto\">4. Reporting and insights are painfully slow<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">How long does it take to generate a report in your current system? If the answer ishttps:\/\/www.accountingseed.com\/solutions\/business-need\/custom-accounting-software\/ \u201ctoo long,\u201d that\u2019s a problem. Financial reporting should be fast, easy, and accurate.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Many businesses struggle with outdated accounting systems that don\u2019t integrate well with their CRM or other operational tools. For Bob, creating cross-object reports in his old system was frustrating and clunky. After switching to an integrated solution, he was able to build reports in seconds\u2014something that used to take hours (or was impossible).<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">If your workflows involve exporting data from one system, cleaning it up in a spreadsheet, and then importing it into another system\u2014stop.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Not only does this waste time, but it also introduces errors. When multiple people are handling financial data across different systems, inconsistencies are bound to happen. Bob\u2019s team used to spend hours every week just trying to verify data across spreadsheets. With an all-in-one solution, they eliminated the need for constant data transfers and dramatically improved accuracy.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\ud83d\udca1<\/span><a href=\"https:\/\/www.accountingseed.com\/product\/financial-analytics\/\"><span data-contrast=\"none\">Dive deeper into Accounting Seed Financial Analytics<\/span><\/a><span data-contrast=\"auto\">.<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">5. Your data is siloed across departments<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">Maybe your accounting software worked fine when your business was smaller. But as you scale, you might find that it:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Doesn\u2019t support complex billing needs<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Lacks automation for recurring tasks<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Requires excessive workarounds to handle your industry\u2019s requirements<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Takes forever to close the books each month<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">For KPS3, NetSuite wasn\u2019t built for their evolving needs. Implementation was a challenge, support was lacking, and they were constantly trying to \u201cmake it work.\u201d Sound familiar? If you\u2019re spending more time wrestling with multiple software solutions rather than actually analyzing your financials, it\u2019s time for an upgrade.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\ud83d\udca1<\/span><a href=\"https:\/\/www.accountingseed.com\/product\/accounting-core\/\"><span data-contrast=\"none\">Learn more about unified platforms.<\/span><\/a><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">The bottom line<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">If you\u2019re dealing with any of these issues, your accounting software is working against you, not for you. The good news? The right system can automate time-consuming tasks, improve accuracy, and help your business scale with ease. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Watch the whole webinar about Bob<\/span><span data-contrast=\"auto\">\u2019<\/span><span data-contrast=\"auto\">s journey to Accounting Seed in the <\/span><a href=\"https:\/\/www.accountingseed.com\/resources\/webinars\/5-signs-you-need-better-accounting-software\/\"><span data-contrast=\"none\">\u201c5 Signs you need better accounting software\u201d<\/span><\/a><span data-contrast=\"auto\"> webinar. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>We sat down with Bob Whitefield, CRO at KPS3, to learn more about why he moved off of NetSuite and when he knew it was time to make a change. \u00a0 Accounting is the backbone of your business, but if your team is still relying on outdated or inefficient software, you\u2019re likely feeling the pain. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":119756,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[12843,4840,11345,4318,1231],"dealstore":[],"offerexpiration":[],"class_list":["post-119755","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","tag-accounting","tag-signs","tag-software","tag-switch","tag-time"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>5 Signs It\u2019s Time to Switch Accounting Software - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=119755\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Signs It\u2019s Time to Switch Accounting Software - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"We sat down with Bob Whitefield, CRO at KPS3, to learn more about why he moved off of NetSuite and when he knew it was time to make a change. \u00a0 Accounting is the backbone of your business, but if your team is still relying on outdated or inefficient software, you\u2019re likely feeling the pain. 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