I generally do a Finance Tech stack recommendations every six months.  Slightly late to post this one (let's pretend it's March 2025) thanks to my book launch that took up all my spare time last month, but we got there.

In the video below, I go through in details exactly which software we use with our clients.  All our clients are around pre-Seed up until post Series A level.  So these recommendations are for startup businesses who are at that level or size.

If you are post Series B, then some of the financial operations recommendations may not be relevant, largely because you have a bigger budget and potentially an ERP, however there are a few things that will certainly suit you and your business needs.

If you're interested in the ERP side of things and when is the best time to go from a smaller general ledger such as Xero / QuickBooks to an ERP - then take a look here, as I go through that topic specifically separately.

Otherwise, take a look at the below.  There have been a few changes since September 2024.  As usual, I'm always on the lookout for better solutions, so please do leave a comment below the video for any suggestions! 

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