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

Manage inventory effectively with Microsoft® Business Solutions Small Business Financials. Flexible pricing and cost methods, back order management, real time inventory adjustments, and integration with sales and purchasing processes ensure that your business can purchase, sell, and replenish stock to control costs and meet customer needs.


  • Cost methods: Set up your inventory valuation to match your business needs by assigning one of three different inventory cost methods to each item — FIFO, LIFO, or Average.
  • Item types and capacity: Choose from multiple item types including stock, kit, labor, and service, or set up user-defined fields. Manage an unlimited number of inventory items, and prevent errors with an optional alert when invalid item numbers are entered on sales or purchase orders.
  • Serial and lot numbers: For items with the same item number, assign lot #s or serial #s to the items to maintain control over your inventory.
  • Unit of measure: Input individual units of measure for each item.
  • Multiple price types: Choose the pricing type that works best for each item: specified price, percent increase on last cost, percent adjustment on base price, or amount adjustment on base price.
  • Kitting: Group items sold together as kits and automatically track component costs and quantities when kits are sold.
  • Multiple price levels: Create up to five price levels per item and then assign price levels by customer.
  • Multiple tax levels: Determine whether or not items are taxable and assign the appropriate sales and purchase tax to each item. Tax is then automatically calculated on sales and purchasing documents.


  • Allocate quantities: Ensure appropriate inventory tracking by allocating items to a sales order as soon as it is created. Once posted, items quantities and costs are updated in the system.
  • Automatic update to inventory: Item costs and quantities are automatically updated in the system when items are purchased, received, sold, and returned. Automatic reminders help ensure that items are consistently replenished.
  • Assembly component management: Track inventories of both assembled units and their individual components, with parts linked to specific finished goods. Manage complex, interrelated inventories and obtain forecasting reports on up to ten levels of assembled components.
  • Backorder tracking: Items sold that are out of stock are automatically assigned to a backorder list to be purchased later.


  • Adjust inventory: Adjust quantities and costs directly, without going through the sales or purchasing process.
  • Change costs: Meet your business need by changing the item costing method after it has been set up.
  • Physical inventory checklists: Conduct accurate physical inventories with the physical inventory worksheet.


  • View history: Easily look up and view your inventory history by item.
  • Find item transactions: Find all item transactions associated with a given inventory item with an inventory item search tool.
  • Inventory stock status: View detailed real-time inventory prices, costs, and quantities by item, along with summary inventory value.
  • Other inventory reports and inquiries: Analyze inventory using reports and inquiries, including the historical stock status, item price list and physical inventory checklist.

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