Savvy Source

Savvy Source delivers workflow automation, OnBase integration, and process streamlining for business operations. Put simply, it is about recording transactions, reconciling banks and producing financial statements.

The natural audience is small businesses and their accountants. Related areas on their profile: Accounting, Consulting and Document Management. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Savvy Source is based in Westfield, Massachusetts. You can read more at savvysource.net.

Our checklist for this category: bank feeds, multi-entity support, and accountant access. A short pilot with your real data tells you more than any demo.

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