Is Your Accounting Software Holding You Back?

Technology evolves quickly, and if your organization isn’t regularly assessing its systems, your accounting software can quickly become outdated, inefficient, or even a barrier to progress. Many organizations are surprised to learn that their biggest accounting challenges often stem from the software itself or systems that aren’t properly integrated.

Questions to Consider When Evaluating Accounting Software

There are important questions to consider when determining whether your current accounting systems are meeting your organization’s needs. To support organizations in staying ahead, we’ve gathered insights and answers to key questions that frequently arise when evaluating or building an accounting tech stack.

1. What is a tech stack?

In accounting, a tech stack refers to the collection of software and applications used to manage various financial functions. Most organizations begin with a general ledger (G/L) system, then layer in additional tools to handle functions like:

• Expense management
• Accounts payable (bill pay)
• Accounts receivable or tuition management
• Payroll
• Online giving and donor/member management
• Budgeting and forecasting
• Reporting and analytics

When configured correctly, these tools work together to automate processes, reduce manual tasks, and improve accuracy and efficiency.

2. Why invest in software if you already have staff handling these tasks?

It’s a common concern—organizations worry that automation might replace valuable staff. In reality, well-implemented software enhances your team’s effectiveness. By automating time-consuming tasks, your staff can focus on higher-value work that requires judgment, strategy, and human insight.

Automation also significantly reduces the risk of human error. Rather than replacing staff, the right technology empowers them to oversee processes, validate results, and contribute more strategically.

3. Which accounting functions are best suited for automation?

A well-designed tech stack can serve as a centralized, integrated solution that improves internal workflows and enhances the overall experience for your staff, donors, and members. Beyond core functions such as general ledger accounting, accounts payable and receivable, payroll, and reporting, automation can also streamline a wide range of operational tasks that support your organization’s financial and administrative efficiency. For example, software can automate background checks, point-of-sale (POS) transactions, and event scheduling—helping ensure these processes are timely, accurate, and compliant. Tools for volunteer registration and fundraising management can ease engagement efforts and reduce administrative burden, while website integrations can facilitate online giving, donor tracking, and real-time data collection.

4. How do you choose the right software—and ensure you’re using it effectively?

Start by evaluating the capabilities of your existing G/L system. What integrations are available? Are you using any auxiliary tools that already sync with your core accounting platform? It may be time to consider new solutions if your current tools don’t integrate—or the integration isn’t configured correctly. While switching software can come with upfront costs, the long-term gains in accuracy, efficiency, and time savings often outweigh the initial investment.

It’s also worth reviewing whether you’re paying for features you’re not actively using. Many organizations have tools in place that aren’t fully optimized or even turned on. If you’re unsure, consider working with a professional who can assess your current tech stack, align it with your operational needs, and help you make the most of what you already have before investing in something new.

5. How can you justify new software or automation to your board or finance committee?

It’s not uncommon for leadership teams to hesitate when requesting funding for software upgrades. When making your case, focus on how automation supports your mission by freeing up staff time, reducing errors, and improving transparency. Here are a few key benefits to highlight:

• Fewer manual tasks mean more time for mission-driven work
• Reduced likelihood of human error
• Faster month- and year-end close processes
• Real-time data for better decision-making
• Simplified reporting and dashboard visibility
• Improved document storage and retention

6. Why would I need another software if I’m already using Desktop?

It’s a question we hear a lot. If you're already using a desktop-based accounting system, it might seem like you've got everything covered. But in many cases, you’re entering the same data more than once across different systems or spreadsheets—costing time and increasing the chance of errors.

That’s where integrated tools come in. With the right add-ons or cloud-based solutions, you can enter your data once and have it flow through your entire system—whether it’s invoicing, payroll, reporting, or something else. Everything connects in real time, leading to fewer manual tasks, more accurate data, and a system that scales with your organization’s needs.

Make Your Tech Stack Work for You

Your accounting systems should support your mission—not slow it down. If you’re unsure whether your current tech stack is optimized or you’re exploring automation options, now is a great time to evaluate your approach. Modernizing your systems can improve accuracy, efficiency, and long-term impact. Contact your CRI advisor to assess your current setup and explore solutions that align with your goals. We’re here to help you turn your tech stack into a true asset for your organization.