Business Management 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.

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

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Analyze data in real time

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

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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.

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Streamline workflows

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 real-time progress, tasks, dependencies, events, and more in a holistic, always up-to-date view.
  • Adapt quickly and see the impact unexpected delays or changes have on your timeline.
  • Compare plans to actual results, so you can forecast accurately, and keep projects on target.
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.

Customer success stories

Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.

Monica Fernandez, COO

Mallol Arquitectos
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We feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.

Tyler Webb-Harding, Operations Director

StrategiQ
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We looked at several tools, including Monday.com, Basecamp, and Asana, but none could offer the breadth of features that Scoro has.

Attila Probáld, CEO

feat. Agency
Results €550k revenue growth
g2 users love us rank
g2 best usability award winter 2022
g2 awards leader winter 2022
g2 momentum leader winter 2022
g2 award high performer Europe winter 2022
g2 leader europe fall 2021 award
g2 award top 50 project management products 2022
g2 award crm leader summer 2021
g2 award for best usability summer 2021
g2 award leader in europe winter 2022
g2 award leader in small businesses winter 2022
g2 momentum leader winter 2022
g2 award best relationship summer 2021
g2 award leader europe summer 2021
g2 award leader fall 2021
g2 high performer enterprise winter 2022
g2 leader small business fall 2021
g2 best usability award winter 2022
g2 awards leader winter 2022
g2 award momentum leader winter 2022
g2 high performer europe winter 2022
g2 award leader europe fall 2021
g2 award top 50 best software awards 2022
g2 leader summer 2021
g2 best usability summer 2021
g2 leader europe winter 2022
g2 award leader fall 2021
g2 momentum leader fall 2021
g2 award best relationship summer 2021
g2 leader europe summer 2021
g2 leader small business 2021
g2 medal high performer enterprise
g2 leader small business winter 2022
g2 best usability spring 2022
g2 leader europe spring 2022
g2 medal high performer spring 2022
g2 leader spring 2022

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