Business Software for Financial Services

Scoro’s award-winning software helps financial services centralize
all projects and data in one platform. Streamline workflows, analyze
data in real-time and create a single source of truth as you scale.

Dashboard

Use data-driven decisions to adapt to changes in the market

Analyze data in real time

Monitor business performance through custom dashboards and reports. Track time, costs, results, profit and more.

Rocet Icon Scoro

Adapt to change quickly

Keep all your data and projects in one place, so you can always respond quickly. Never again lose data in old spreadsheets.

Streamline the way you work

Allocate resources, speed up processes, automate routines and more all in just a few clicks.

How does Scoro benefit financial services?

Scoro is the ideal solution for a wide range of financial services, including accountancy firms. Optimize existing processes and collect real-time insights, so you scale effectively and eliminate human errors.

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Reporting & Dashboards

Create a single, real-time source of truth

  • Collect any business data from invoices and budgets to roadmaps and reports, in one place.
  • Automatically track your KPIs and metrics in customizable real-time dashboards.
  • Automatically compile reports on everything from team utilization to sales funnels and finances.
Project Management

Effortlessly visualize your project portfolio

  • Track profitability and compare budgets to actual results, so you can forecast accurately, and keep margins on target.
  • Visualize progress using a variety of tools, including Project Timelines, Kanban Boards, Task Lists and more.
  • Track an unlimited number of projects and interlink with information to create a rich data set.
Integrations Scoro
API Integrations

Eliminate errors and keep the tools you love

  • Tailor Scoro to your needs by connecting to Google Docs, Xero and 1,000+ systems through Zapier.
  • Ensure legal compliance with automated workflows and mandatory fields that eliminate human errors.
  • Eliminate repetitive tasks with project templates and integrations which increase productivity.

What our clients say about us

Scoro helped us to increase our team's overall efficiency by 20%. We can now manage our entire company with a single tool.

Dan-Stevens-Primary-Uk

Dan Stevens

Primary UK

The greatest benefit of Scoro is the visualized dashboard. It takes only a few clicks to see exactly what you need in detail.

Roman Zahharov

Roman Zahharov

Lean Enterprise

Scoro's highly customizable system matches perfectly with our company’s structure and gives a real-time overview of our work, sales and finances.

Bart-de-Wilde

Bart De Wilde

Cross Media

Highly rated on review sites

4.6/5
4.5/5
4.6/5
4.6/5

Get a demo

Request a demo to see how Scoro can streamline the way your team works.

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