PFS

PFS offers investment management solutions, including accounting, compliance, data management, performance management, and more. Put simply, it is about recording transactions, reconciling banks and producing financial statements.

Who is it for? Mostly small businesses and their accountants. They also list Accounting, Data Management, Finance and Financial Services, so expect those to show up in the feature set. As a mid-sized product team themselves (201 to 500 people), they tend to serve customers of a similar scale best.

PFS is based in Princeton, New Jersey and around since 2007. More on pfs.com.

Our checklist for this category: bank feeds, multi-entity support, and accountant access. Ask for a trial on your own data, not a canned demo.

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