Best Fund Accounting Software for Microsoft 365

Find and compare the best Fund Accounting software for Microsoft 365 in 2026

Use the comparison tool below to compare the top Fund Accounting software for Microsoft 365 on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    Dynamo Software Reviews
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    Dynamo Software offers a comprehensive cloud-based accounting solution tailored specifically for private investment firms. Its robust platform is designed to enhance back-office efficiency by automating intricate processes such as partnership allocations, capital calls, distributions, and notifications to investors. The system accommodates multi-currency accounting and provides ready-to-use financial statements, internal rate of return (IRR) analyses, and audit documentation. Users benefit from Excel-based reporting tools that enable them to customize and update reports directly from the general ledger, thereby enhancing data accuracy and minimizing manual workload. The addition of Dynamo Blueprint introduces expertly crafted, pre-configured hubs, reports, and layouts that facilitate quicker onboarding and promote standardized accounting practices. With integrated waterfall calculations, AI-driven data workflows, and advanced dashboarding capabilities, Dynamo gives firms a clear view of fund and portfolio performance. Seamlessly connecting with front- and middle-office systems, Dynamo empowers firms to efficiently meet demanding deadlines and scale their operations.
  • 2
    Xero Reviews
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    Xero

    Xero

    $20/month
    5,952 Ratings
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    Xero’s online fund accounting platform ensures accurate recording and allocation of transactions to their respective funds. Our user-friendly software streamlines budgeting, forecasting, and financial analysis, enhancing the management of financial resources and providing critical insights into your organization’s financial health.
  • 3
    Sparkrock 365 Reviews

    Sparkrock 365

    Sparkrock

    $60,000 per year
    Sparkrock has been helping social benefit organizations use technology for over 15 years to improve the quality life of the people, families and communities they serve. We offer software for non-profits, human service organizations, and K12 school boards. Our services include payroll, finance, workforce management, payroll, and employee scheduling software. Our all-in-one solution, built on the Microsoft platform, is seamless and integrated for a seamless experience. Our software reduces administrative burden and reduces risk from multiple disparate systems. It also makes it easy to create the reporting required for government and funders. Sparkrock is driven by the impact our customers have on the world. This drives us to come to work every morning. Our team is passionate about helping our customers become heroes for those they serve.
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