Independent Accounting & ERP Software Selection, Implemented Start to Finish

For $1M–$50M businesses that have outgrown their current tools. We compare the accounting, ERP, and inventory platforms that fit your size, industry, and budget, recommend one, and implement it start to finish. Vendor-neutral consultants headquartered in North Carolina, serving businesses nationwide.


2012

Intuit Elite Partner

13+

Intuit awards

15+

Certified platforms

4.6/5

Google Rating

✔️ Woman-Owned & BBB Accredited

✔️ Platform-Agnostic Advisors

✔️ Local Roots, National Reach

Certified partners for QuickBooks Online, QuickBooks Enterprise, Intuit Enterprise Suite, Xero, Zoho, Paychex, Cin7, Katana MRP, Avalara, Digits AI Accounting, and more.

Why Vendor-Agnostic Matters

We Recommend the Software That Fits Your Business — Not Ours

Most business software consultants specialize in one or two platforms. Their recommendation is decided before they know anything about your business. If they're a QuickBooks reseller, you're getting QuickBooks. If they're a Zoho partner, you're getting Zoho.

Certum Solutions is different. We hold Intuit Elite Partner status, are a certified Odoo Accountant, a Zoho Silver Partner, and a Xero Bronze Partner. We're Level III certified Digits consultants — one of very few firms in the country at that level.

When you ask which software is right for your business, we give you a straight answer based on your size, industry, workflows, and budget. Then we implement it. The consulting and the implementation are the same engagement — we don't hand you off to someone else once the decision is made.

Intuit Trailblazer of the Year 2022 — highest individual Intuit honor
Level III Digits Consultant — one of few firms in the U.S.
Intuit Elite Partner since 2012 — top 15% of QuickBooks consultants nationwide

How to Choose

Not Sure Which Platform Is Right for You? Here's How to Choose.

The most common question we get is: "Which accounting software should we use?" The honest answer depends on where your business is right now.

Your Situation Best Fit Why
US small business, under $3M, straightforward needs QuickBooks Online Largest accountant ecosystem in the US, best support network, most integrations
Need unlimited users or international transactions Xero Unlimited users on every plan, strong multi-currency, 1,000+ integrations
Want bookkeeping to run itself, minimal manual work Digits AI Accounting AI auto-codes 93%+ of transactions, real-time reconciliation
Complex inventory, job costing, or 10+ users QuickBooks Enterprise Advanced inventory, up to 40 users, industry editions — without full ERP cost
Multiple entities, $5M–$100M+ revenue Intuit Enterprise Suite Multi-entity management, intercompany eliminations, up to 500 users
Replace 4–5 disconnected tools with one platform Zoho One Accounting + CRM + HR + inventory + project management under one login
Full ERP — manufacturing, distribution, $5M+ complex workflows Odoo ERP True open-source ERP — CRM, manufacturing, inventory, accounting all native
Zero budget, under $500K revenue Wave Accounting Free core accounting and invoicing — plan your migration before you outgrow it

Still not sure? That's what we're for.

Tell us about your business in 30 minutes and we'll give you a straight answer; which platform fits, what it'll cost, and what we'd implement. No pitch, no obligation.

Book A Free Consultation

Full Catalog

Accounting & ERP Software Options — Which Is Right for Your Business?

Filter by category. The most common question we hear: which accounting or ERP software should my business use? The answer depends on your revenue, team size, industry, and whether you need accounting only or a full connected system.

Accounting★ Elite Partner
QuickBooks Online
Cloud Accounting · SMB
From $38/mo · 50% off 3 months
The most widely used SMB accounting platform in the US. Proven, familiar, with a massive ecosystem of add-ons and accountant support.
Bank feeds & reconciliationCustom reportingInvoicing & AP/ARAccountant accessPayroll add-onBasic inventory
Pairs well with
GustoCin7AvalaraBloomerang
Certum's take
Best starting point for most US SMBs. Elite Partner since 2012 — we know QBO inside out, from setup to complex migrations and cleanups.
ERP-Lite★ Elite Partner
QuickBooks Enterprise
ERP-Lite · Up to 40 Users
From ~$1,730/yr · Silver, 1 user
Advanced inventory, job costing, and multi-location reporting for businesses that have outgrown QBO but aren't ready for full ERP.
Advanced inventory & job costingNative QB PayrollCustom reportingUp to 40 users
Pairs well with
Summit HostingCin7Avalara
Certum's take
The right step up when QBO's user limit or inventory tools aren't cutting it. Usually the move before full ERP.
AI-Native★ Level III
Digits AI Accounting
AI-Native · Real-Time
From $65/mo · Core $100 · Advanced $185
AI auto-codes 93%+ of transactions, reconciles in real time, and delivers live dashboards. The most modern option for businesses that want accounting to run itself.
AI auto-codes 93%+ of transactionsReal-time reconciliationLive dashboardsUnlimited users
Pairs well with
GustoRipplingStripe
Certum's take
If you want to spend as little time as possible on bookkeeping, this is it. Certum Solutions is a Level III certified Digits partner.
Accounting★ Bronze Partner
Xero
Cloud Accounting · Unlimited Users
From $25/mo · 90% off first 6 months
Unlimited users on every plan, strong bank feeds, multi-currency. Popular with international businesses and eCommerce operators.
Unlimited usersMulti-currency1,000+ integrationsBasic inventory
Pairs well with
GustoCin7KatanaAvalara
Certum's take
Best when unlimited users matter or you're international. US payroll requires Gusto — which we also implement and connect.
Enterprise Suite★ Elite Partner
Intuit Enterprise Suite
Multi-Entity · Up to 500 Users
~$8,000+/yr · by quote
Multi-entity management, intercompany eliminations, revenue recognition, and AI automation. QuickBooks power at enterprise scale.
Multi-entity & intercompanyRevenue recognitionAI automationUp to 500 users
Pairs well with
AvalaraCin7
Certum's take
Multiple entities, consolidated reporting, HR under one roof — IES is where QuickBooks users go before considering a full ERP switch.
All-in-One★ Silver Partner
Zoho Books / Zoho One
Accounting + CRM + HR + Inventory
From $0 · Zoho One from $37/user
Accounting, CRM, inventory, HR, and project management under one login. Replace 4–5 disconnected tools with one connected platform.
Built-in CRMNative payrollInventoryHR & time tracking
Pairs well with
StripeShopifyAvalara
Certum's take
Much stronger as a connected suite than standalone accounting. Best for businesses replacing 4–5 tools at once.
Free Tier
Wave Accounting
Free · Freelancers & Micro Businesses
Free · Pro $16/mo
Free core accounting and invoicing. Most businesses outgrow it around $500K–$1M revenue — we help migrate cleanly when that time comes.
Free accounting & invoicingBank feedsPayroll add-on
Certum's take
Start here if you have zero budget. Plan your migration before you need it — we do that with you.
True ERPOdoo Accountant
Odoo ERP
Open Source · Full ERP
From $0 · $24.90+/user/mo Enterprise
Accounting, manufacturing, inventory, CRM, POS — all in one platform. One of the most customizable ERP options available to growing businesses.
Full ERP — all modulesManufacturingHighly customizableUnlimited users
Pairs well with
AvalaraShopify
Certum's take
A strong fit when you need accounting, operations, and manufacturing in one system without NetSuite pricing. Certum Solutions is a listed Odoo Accountant and handles bookkeeping and accounting for businesses running Odoo.
Inventory★ Verified
Cin7 Core & Omni
Inventory & Order Management
From ~$349/mo
Multi-channel inventory and order management for product businesses. The most common add-on when QBO's native inventory stops working.
Multi-channel orders3PL & warehouseAI forecasting700+ integrations
Connects to
QuickBooksXeroShopifyAmazon
Certum's take
When QBO's inventory stops working, Cin7 is usually the answer. We pair it with QBO or Xero so books and inventory stay in sync automatically.
MRP★ Verified
Katana MRP
Manufacturing Resource Planning
From ~$179/mo
Cloud MRP for small manufacturers — production planning, bill of materials, shop floor tracking. Production visibility without ERP complexity.
Live production planningBill of materialsShop floor tracking
Connects to
QuickBooksXeroShopify
Certum's take
Best for product businesses needing manufacturing visibility without full ERP complexity. We connect it to your accounting system.
Payroll & HRCertum Partner
Gusto Payroll
Modern Payroll · SMB Focused
From $46/mo + $6/employee
Full-service SMB payroll — all 50 states, auto tax filing, HR and benefits, employee financial wellness. Our top recommendation for most small businesses.
Full-service payrollAuto tax filingHR & benefitsW-2 & 1099
Connects to
QuickBooksXeroDigits
Certum's take
Go-to payroll for most SMBs. We set it up and connect it to your accounting platform — payroll entries post automatically.
Payroll & HRCertum Partner
Paychex
Enterprise Payroll · Mid-Market
Custom pricing
Enterprise payroll with a dedicated specialist — multi-state compliance, 401(k), workers comp, benefits management at scale.
Multi-state payrollDedicated specialist401(k) & benefits
Certum's take
When payroll is more complex than Gusto handles — Paychex is the answer. We handle the accounting integration.
Sales Tax
Avalara
Automated Sales Tax Compliance
Custom pricing
Automated sales tax across all 50 states. Tax calculated and filed at point of sale — not manually at month-end.
Auto tax calculationMulti-state filingNexus tracking
Certum's take
If you sell in multiple states and still manage tax manually — one nexus mistake is expensive. We implement and connect to your accounting and eCommerce platforms.
Nonprofit CRM★ Certified
Bloomerang
Donor Management · Nonprofit
From ~$125/mo
Donor CRM with free QuickBooks integration — fund tracking, volunteer management, grant reporting. Standard setup for nonprofits under $5M.
Donor managementFree QBO integrationFund & grant reporting
Certum's take
Bloomerang + QuickBooks is one of the highest-impact decisions a nonprofit can make. We handle the full setup and integration.
eCommerce
eCommerce Integrations
Shopify · WooCommerce · Amazon
Varies by platform
Connect your eCommerce store to your accounting system — sales, fees, refunds, and payouts flow automatically, no manual month-end entry.
Auto sales → accounting syncInventory syncMulti-channel
Certum's take
eCommerce integrations done wrong are the #1 source of messy books we see. We build them clean — proper mapping for fees, taxes, and refunds.
Cloud Hosting★ Platinum Partner
Summit Hosting
QuickBooks Cloud Hosting
Custom pricing
Cloud hosting for QuickBooks Desktop and Enterprise — secure remote access for your whole team, no local server required.
QB Desktop & Enterprise hostingSecure remote accessDaily backups
Certum's take
If you're on QB Desktop and your team works remotely — this solves the access problem without migrating to QBO.

Why Certum Solutions

Why Businesses Choose Certum for Business Software Implementation

The right software is only half the answer. How it gets set up determines whether it works. Businesses that implement accounting or ERP software without a specialist spend an average of 3–6 months cleaning up what the DIY setup got wrong — reconciliation errors, chart of accounts problems, broken integrations, and a team that was never properly trained. Certum Solutions prevents that.

We implement every platform we recommend

We don't consult and hand you off. Data migration, chart of accounts, integrations, and training — one accountable partner from first conversation to go-live.

We are vendor-agnostic

When we recommend a platform, it's because it fits your business — not because a vendor is paying us to push it. We'll tell you when a platform is wrong, even if we're a certified partner for it.

We work in your industry

Construction, manufacturing, distribution, professional services, nonprofits, retail, and eCommerce. We know where each platform performs — and struggles — for your type of business.

We stay after go-live

Most implementation firms disappear once the system is live. We offer ongoing monthly advisory, training, and support — a new hire, a new location, a new sales channel, we're already in your corner.

Local to the Carolinas, available nationwide

Headquartered in Monroe, NC. For local clients, we meet in person. For remote clients, same engagement level — regular calls, real availability.

We hold the certifications that matter

Intuit Elite Partner since 2012, 2022 Trailblazer of the Year, Zoho Silver Partner, Xero Bronze Partner, Level III Digits Consultant. Earned through client outcomes, not purchased.

Our Implementation Process

How We Implement Your Business Software

01

Discovery Call

We review your current tools, workflows, and pain points — free, 30 minutes, ends with a direct recommendation.

02

Platform Selection

If you're not sure which platform fits, we tell you. Either way, we document what the implementation covers before work begins.

03

Data Move

Chart of accounts, open transactions, customer/vendor records, historical balances — migrated cleanly, no manual re-entry.

04

Configuration

Departments, classes, approval workflows, bank feeds, integrations, reporting — built to how you actually operate.

05

Integrations

Connected to your payroll provider, inventory tool, eCommerce platform, and anything else your business depends on.

06

Team Training

In-person or remote, covering day-to-day workflows and reporting so your team starts confident, not confused.

07

Go-Live & Ongoing Support

We're available at go-live and after — monthly advisory as your business and needs change.

Engagement Type Typical Timeline
Small business — QBO, Xero, Digits 1–3 weeks
Mid-market — QBE, IES, Zoho One 3–8 weeks
Full ERP — Odoo, Business Central 6–16 weeks
Cleanup or rescue — existing system 1–8 weeks, scoped before starting

Awards & Certifications

Tell us about your business — we'll match you to the right software

Free 30-minute consultation. We'll tell you exactly which platform fits, what it costs, and what we'd implement — before any work begins.

Prefer to call? (980) 210-6946

Case Studies

Real Results from Real Implementations

QuickBooks Online + job costing

R-Mar Electric

Month-end close went from 8 days to under 2 — a 75% reduction — with real-time job profitability.

Read the case study →

QuickBooks Online + nonprofit fund tracking

StemArc

Board-ready reports from day one, with fund tracking & grant visibility built into the structure.

Read the case study →

QuickBooks Online + donor tracking

CERA

Clean financials for the first time in the organization's history, with donor and program-level reporting.

Read the case study →

Industries Served

Business Software Implementation by Industry

Construction & Contractors

Job costing, certified payroll, progress billing. QuickBooks Enterprise and IES most common.

Talk to a construction specialist →

Manufacturing & Distribution

BOM, production costing, lot/serial tracking. Zoho Inventory, Katana, Cin7, and QBE.

Talk to a manufacturing specialist →

Nonprofit Organizations

Fund accounting, grant tracking, donor management, Form 990 prep. QuickBooks Online + Bloomerang.

Talk to a nonprofit specialist →

Retail & eCommerce

POS, multi-channel inventory, Shopify/Amazon integration, sales tax automation.

Talk to a retail specialist →

Professional Services

Time tracking, project profitability, retainer management. QBO Advanced, Xero, Zoho One.

Talk to a specialist →

Wholesale & Distribution

Purchase orders, multi-channel inventory, EDI, 3PL management. Cin7, Zoho, QBE.

Talk to a distribution specialist →

Reviews

What Our Clients Are Saying

4.6/5.0 on Google · Read all reviews →
Top Financial Advising & Planning Company, North Carolina 2026 · View our Clutch profile →

“I was in desperate need of help with tracking the finances for my small services business. The folks at Certum knew which software would best suit my needs, and they've been available with hands-on help during my learning curve. Highly recommend.”

— Sara R.

“Highly recommend Certum Solutions for any business needing expert accounting support - especially if Odoo is used. Unlike other firms we scouted—who were often unresponsive or pushed unnecessary services—Certum was professional, transparent, and fairly priced from day one. During our onboarding, they brought in a full team of experts (including Odoo and project management specialists) to ensure our specific needs were met. They make the financial side of the business seamless so we can focus on our operations.”

— Brahim B.

““Samuel Johnson has been a huge help for us during out Quickbooks integration. The benefits of having the support has helped us resolve many issues and concerns as we get deeper into the software. We even just signed up for a longer term support deal to help continue the relationship. Thank you Certum and Sam!”

— Josh K.

FAQ

Common Questions About Business Software

Ready to Get the Right System in Place?

You don't need more software demos. You need someone who knows your business, knows the platforms, and will tell you exactly what makes sense — and what doesn't. No pitch. No obligation. If we're not the right fit, we'll tell you that too.