Is Microsoft Small Business Financials right for your business?

Microsoft Small Business Financials is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Microsoft Small Business Financials demo, technical support, product or pricing information or to simply to compare Microsoft Small Business Financials with competitive options? Quickly get answers and the information you need.

This product has been discontinued, and is no longer available for purchase.

Please note that as of January 1, 2009 Small Business Finacials 9.0 is no longer for sale to new customers

Your accounting program should be designed for ease of use, business growth, and changing business needs. Microsoft Small Business Financials offer flexible account structures, efficient transaction processing, familiar Microsoft Excel based budgeting, and sophisticated financial reporting capabilities.


  • Flexible accounts setup: Manage multiple departments and have room to grow by setting up account numbers with up to 25 characters and five segments.
  • Import transactions: Easily import transactions from third-party applications.
  • User-defined fiscal periods: Define up to 13 fiscal periods of differing lengths to track monthly, quarterly, or other periodic activity.
  • Year-end closing: Maintain multiple open years to match your needs. Create a preliminary “first closing” for a period and then a “final closing“ after auditor adjustments.
  • Prior-year adjustments: Automatically update retained earnings and beginning balances for the current year when you post adjustments to the prior closed year.
  • Historical years: Unlimited years of historical information can be maintained and used for comparative reporting or inquiries.


  • Journal entries: Save time with single-use, clearing, reversing, or recurring journal entries. Use Quick Journal templates for entries where the accounts stay the same, but amounts vary.
  • Cash flow calendar: An automated calendar can define month-by-month and specific date views of your current cash flow, as well as forecast future inflows and outflows.
  • Batch posting and recovery: Save transactions in batches or post individually; background processing lets you continue to work during posting.
  • Audit control: Follow any journal entry back to its source transaction with an electronic ”paper trail“ that works across the application, and easily find and fix mistakes.


  • Create and manage budgets: Develop and track unlimited budgets based on open or historical years or on other budgets. Export and import budgets to and from Microsoft Excel. Run reports to monitor actual performance against goals.
  • Control fiscal closing periods: Selectively close fiscal periods module by module or across the entire application. Ensure tight security with password protection.
  • Post transactions to correct fiscal year: Enter date-sensitive transactions to the correct annual period and maintain accurate fiscal year financial summaries without re-entering information.


  • Trial balance report: View account activity in summary or detail for a single account, department, or account range, for any period in time.
  • Financial statements: Create and modify basic statements, as well as advanced reports such as departmentalized statements or statements of cash flow. Easily export financial statements to Microsoft Excel.
  • Drill-back tools: Drill back to specific details and source data in many windows for a full onscreen audit trail.
  • Inquiry windows: Search records and transactions on screen for quick answers.
  • SmartList: Create user-defined queries to locate and pinpoint information, and then transfer it to Microsoft Excel and Microsoft Word for further use.
  • Print posting journals: Take control of journal printing by printing the exact journal you want on demand.

Note: Small Business Finacials will no longer be sold to new customers after 1/1/09