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Alternatives to Senta

10 alternatives

  1. 1Accounting Firm Management, Financial Workflow Automation

    Financial Cents

    Accounting Firm Management

    Practice management for accounting firms with workflow automation, client management, document collection, and team collaboration.

    Free trialSOC 2Tiered plansFinancial Workflow AutomationReduce Manual Effort

    Price$39 / user / month

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  2. 2Accounting Firm Management, Client Portal Software

    SmartVault

    Accounting Firm Management

    Document management and client portal for accounting firms with secure file sharing and workflow automation.

    Cloud based document storage with unlimited capacityBranded client portal for document sharing and collaborationAutomated document collection and request workflows

    Price$20+ / user / month

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  3. 3Accounting Firm Management, Tax Practice Management

    Canopy

    Accounting Firm Management

    Accounting practice management software with client engagement, workflow, and tax resolution.

    SOC 2GDPRPer seatAccounting SoftwareTax Practice Management

    Price$35+ / user / month

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  4. 4Accounting Firm Management

    Reckon

    Accounting Software

    Australian accounting and practice management software for SMEs and accountants.

    Cloud accounting platformOnline accounting solutionDesktop accounting software

    Price$17.52+ / month

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  5. 5Client Portal Software, Document Management

    Junxure

    Financial Advisory Practice

    CRM and practice management platform by AssetMark for financial advisors with workflow and document management.

    Per seatWorkflow AutomationDocument Management
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  6. 6Accounting Firm Management, Document Management

    Firm360

    Accounting Firm Management

    Practice management platform for accounting firms with project management and document management.

    Per seatDocument ManagementProject Management

    Price$49+ / seat / month

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  7. 7Accounting Firm Management, Workflow Automation

    Botkeeper

    AI for Accounting

    Botkeeper combines AI automation with skilled accountants to deliver bookkeeping services at scale for accounting firms.

    SOC 2Tiered plansWorkflow AutomationBank Reconciliation
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  8. 8Financial Workflow Automation

    Wealthbox

    Financial Workflow Automation

    CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.

    AI powered meeting notes and follow up generationCompliance and audit trail managementIntegration with compliance and back office tools

    Price$45+ / user / month

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  9. 9Client Portal Software, Workflow Automation

    Karbon

    AI for Accounting

    Karbon is a collaborative practice management platform with AI-powered triage, workflow automation, and client management for accounting firms.

    SOC 2GDPRPer seatWorkflow AutomationClient Portal Software
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  10. 10Accounting Firm Management

    BQE CORE

    Accounting Firm Management

    Project accounting and billing software for architects, engineers, accountants, and other professional services firms.

    Real time project visibility and progress trackingAutomated time and expense trackingIntegrated invoicing and billing automation

    Price$30 / user / month

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