Accounting Vendor Evaluation Checklist Form
Evaluate an accounting vendor's fit, accounting capabilities, operational readiness, support, pricing, and overall recommendation using this checklist form.
Vendor and Review Details
Vendor/Company Name
*
Reviewer Name
*
Review Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Evaluation Stage
*
Please Select
Initial Review
Shortlisted
Post-Demo
Final Review
Accounting Capability Evaluation
Accounting capability rating matrix
*
Rows
Not Supported
Partial Support
Adequate
Strong
Excellent
General Ledger Support
1
2
3
4
5
Accounts Payable
6
7
8
9
10
Accounts Receivable
11
12
13
14
15
Reconciliation
16
17
18
19
20
Reporting and Analytics
21
22
23
24
25
Audit Trail
26
27
28
29
30
Tax Handling
31
32
33
34
35
Multi-Entity and Multi-Currency Support
36
37
38
39
40
Overall accounting fit rating
*
Poor
1
2
3
4
5
6
7
8
9
Excellent
10
1 is Poor, 10 is Excellent
Accounting capability notes
Operational Fit and Recommendation
Implementation timeline / readiness
Integration fit with existing accounting systems
Customer support quality rating
1
2
3
4
5
Pricing / value assessment
1
2
3
4
5
Overall recommendation
*
Recommend
Recommend with Conditions
Do Not Recommend
Final comments
Submit Evaluation
Should be Empty: