Accounting tools have come a long way. Not long ago, everything was done by hand in ledger books. Some Controllers even insisted on ink, not pencil. Those days are behind us, and the tools available to today’s finance professionals continue to improve at a rapid pace.
With so many platforms on the market, the real challenge now is choosing the right software. As consultants, we often work within the systems our clients have already adopted. But just as often, we’re asked for guidance. Clients want to know what’s working, what isn’t, and what might serve them better as they grow. That’s where the Murdock Martell Technology Team comes in.
Which tools are worth adopting? Which are secure, scalable, and actually fit the needs of growing businesses?
At Murdock Martell, we’re often asked these questions. That’s why we built the MM Tech Team.
What Is the MM Tech Team?
Our Technology Team actively researches accounting, finance, and HR software. We collect feedback from our consultants, test tools internally, and track market developments. The result is a curated database of platforms we’ve reviewed and approved using a clear and consistent evaluation process.
We’re not chasing shiny new apps. We’re looking for solutions that help our clients operate more efficiently, securely, and affordably. Each tool we assess is measured against the standards outlined in our internal Software Adoption Policy.
How We Evaluate Software
Every platform we consider goes through a structured evaluation process based on our internal Software Adoption Policy. Some of the questions we ask include:
- Does this solve a real need for us or our clients?
- Is it priced appropriately for startups and mid-size companies?
- Has it been in full release for at least a year?
- Does it meet security compliance standards like SOC 1 or SOC 2?
- Does it integrate well with other tools our clients already use?
- Is customer support reliable?
- Is training available and accessible?
If a product checks the right boxes, we move to a demo stage. There, we assess how user-friendly it is, how flexible it is across industries, and whether it can scale with a company’s growth. We also pay close attention to scalability, pricing structure, and whether the system requires a full-time administrator. For many of our clients, ease of use is just as important as functionality. If the software performs well during the demo, we mark it as approved in our internal system. Consultants across the firm can then refer to this list when clients ask for help evaluating their options.
Why It Matters
The right tool can save a business time, reduce errors, and make reporting more effective. But the wrong tool can slow things down or introduce unnecessary complexity. We help our clients avoid those pitfalls by offering objective, real-world feedback based on what we’ve seen work. We want our clients to have confidence that their tools are supporting their growth instead of slowing them down. Whether you’re modernizing legacy systems, evaluating new workflows, or just exploring what’s out there, we’re here to help.
If your team is considering a new accounting or finance platform, feel free to reach out to us at [email protected]. We’re happy to share what we’ve learned.