Best Financial Close Software for Small Business

How Many Financial Close Software Products Does G2 Track?

Total Products under this Category: 140

Category Stats (Oct 2026)

  • Average Rating: 4.53/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Stitch (+2.4%) - Among all products in this category, Stitch recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Financial Close Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 12,100+ Authentic Reviews
  • 140+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Financial Close Software

G2 Grid® for Financial Close Software plotting products by satisfaction and market presence

Highlighted products: Workiva, LiveFlow, FloQast, Trintech, BlackLine Financial Close Management, Datarails, SAP Cloud ERP (SAP S/4HANA Cloud), and Joiin.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-close/grids.json?focus%5B%5D=workiva-workiva&focus%5B%5D=liveflow&focus%5B%5D=floqast&focus%5B%5D=trintech-trintech&focus%5B%5D=blackline-blackline-financial-close-management&focus%5B%5D=datarails&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=joiin&segment=small-business)

Workiva

Workiva (NYSE:WK) is a software designed to power transparent regulatory, financial, and ESG reporting for organizations worldwide. The software provides data connectivity and streamlined disclosure workflows by leveraging a cloud-based platform that unifies teams and processes. It automates complex reporting tasks and reduces inconsistencies across financial and non-financial data. Workiva (NYSE:WK) addresses stakeholder demands for transparency and accountability by connecting data sources and standardizing reporting outputs. The software supports regulatory compliance, ESG disclosure, and financial close reporting across enterprise and mid-market organizations.

Average Rating: 4.5/5.0

Total Reviews: 2,138

How Do G2 Users Rate Workiva?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Accounting: 8.5/10 (Category avg: 8.6/10)
  • Management: 8.6/10 (Category avg: 8.9/10)
  • Distribution: 8.4/10 (Category avg: 8.3/10)

Who Is the Company Behind Workiva?

  • Seller: Workiva
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Ames, Iowa
  • Twitter: @Workiva
    5,277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Reporting Manager, Senior Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 57% Large, 28% Medium

What Do G2 Reviewers Say About Workiva?

AI-generated summary from verified user reviews

Pros
  • Users find Workiva to be super easy and intuitive to use, making updates and reviews seamless.
  • Users value the efficient collaboration features of Workiva, enhancing teamwork and streamlining their reporting processes.
  • Users praise Workiva for its intuitive linking tool that streamlines financial reporting and saves significant time.
  • Users appreciate the real-time collaboration features of Workiva, enhancing team efficiency and simplifying report management.
  • Users appreciate the strong integration of reporting, making compliance and analytics intuitive and efficient.
Cons
  • Users feel there are missing features in Workiva, particularly regarding integration and support for various reporting needs.
  • Users note a significant learning curve with Workiva, requiring time and experience to navigate the platform effectively.
  • Users find the learning difficulty challenging, especially for those who are less tech-savvy and require dedicated time.
  • Users find Workiva's limited functionality frustrating, particularly lacking features like pivot tables and intuitive editing.
  • Users find Workiva's limitations frustrating, especially lacking features like pivot tables and seamless Office integration.

What Are Recent G2 Reviews of Workiva?

LiveFlow

LiveFlow is a software designed to serve as an AI-native ERP and FP&A platform for multi-entity accounting and finance teams. The software provides intercompany workflow management, real-time reporting, and financial consolidation by leveraging built-in AI alongside native integrations with Excel, Google Sheets, and QuickBooks. It automates routine financial tasks and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses the complexity of managing shared accounts, eliminations, and reporting across entities by bringing Accounting, AP/AR, and FP&A together in one connected platform. The software supports over 100 pre-built report templates, customizable dashboards, and drill-down visualizations for small businesses and mid-market finance teams.

Average Rating: 4.9/5.0

Total Reviews: 332

How Do G2 Users Rate LiveFlow?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Accounting: 9.5/10 (Category avg: 8.6/10)
  • Management: 9.1/10 (Category avg: 8.9/10)
  • Distribution: 8.6/10 (Category avg: 8.3/10)

Who Is the Company Behind LiveFlow?

  • Seller: LiveFlow
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounting Manager, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 75% Small, 20% Medium

What Do G2 Reviewers Say About LiveFlow?

AI-generated summary from verified user reviews

Pros
  • Users find LiveFlow's ease of use exceptional, streamlining processes and reducing time spent on manual tasks.
  • Users appreciate the time-saving benefits of LiveFlow, streamlining reporting and data management effortlessly.
  • Users love the time-saving capabilities of LiveFlow, significantly streamlining their financial reporting processes.
  • Users admire the reporting efficiency of LiveFlow, saving significant time while enhancing report quality and usability.
  • Users find efficiency improvements with LiveFlow, significantly reducing time spent on financial reporting across multiple entities.
Cons
  • Users find the missing drill-down features in LiveFlow hinder their reporting efficiency and add extra workload.
  • Users find the reporting process inefficient, especially when combining multiple reports for year-over-year comparisons.
  • Users find LiveFlow to be expensive, especially when only using a few essential features.
  • Users desire more customization options, feeling restricted by the limited ability to tailor reports and dashboards.
  • Users express frustration with limited reporting options in LiveFlow, often needing to manually adjust complex custom reports.

What Are Recent G2 Reviews of LiveFlow?

What Are G2 Users Discussing About LiveFlow?

FloQast

FloQast is a software designed to automate accounting operations including close management, account reconciliations, and compliance activities for finance teams. The software provides AI-driven workflow orchestration and audit readiness by leveraging an Accounting Transformation Platform built by accountants for accountants. It automates the financial close process and reduces the compliance burden on accounting teams. FloQast addresses accuracy and visibility challenges by centralizing accounting operations and enabling real-time collaboration across teams. The software supports over 3,000 global accounting teams and integrates with existing systems to deliver faster closes and improved organizational performance.

Average Rating: 4.6/5.0

Total Reviews: 1,398

How Do G2 Users Rate FloQast?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Accounting: 8.6/10 (Category avg: 8.6/10)
  • Management: 8.8/10 (Category avg: 8.9/10)
  • Distribution: 7.8/10 (Category avg: 8.3/10)

Who Is the Company Behind FloQast?

  • Seller: FloQast
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Los Angeles, CA
  • Twitter: @FloQast
    1,578 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    886 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Accountant, Accounting Manager
  • Top Industries: Accounting, Computer Software
  • Company Size: 58% Medium, 22% Large

What Do G2 Reviewers Say About FloQast?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of FloQast, making learning and adoption quick and efficient.
  • Users enjoy the organized tracking provided by FloQast, making financial processes easier to manage and navigate.
  • Users value the centralized tracking of close checklists and reconciliations in FloQast, enhancing their productivity significantly.
  • Users value the user-friendly interface and seamless integration of FloQast for efficient reconciliations and workflow management.
  • Users appreciate the efficiency FloQast brings, enhancing structure and reducing manual work in the close process.
Cons
  • Users feel the absence of key features in FloQast limits efficiency and complicates their workflow.
  • Users note the limited functionality of FloQast, wishing for greater customization and easier processes for client management.
  • Users experience reconciliation issues with file attachments and syncing time, impacting workflow efficiency in FloQast.
  • Users are frustrated with the slow loading times, which hinder productivity during critical tasks like reconciliations.
  • Users find FloQast's complexity and limited customization hinder their experience, especially in reporting and bulk updates.

What Are Recent G2 Reviews of FloQast?

What Are G2 Users Discussing About FloQast?

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Trintech

Trintech is a software designed to execute financial close and reconciliation processes through a single, unified AI platform rather than merely managing them. The software provides transaction matching, account reconciliation, journal entry, and close management by leveraging native AI embedded across every solution to orchestrate end-to-end workflows. It automates variance analysis, exception handling, and accrual creation and reduces reliance on manual execution across ERP and financial systems. Trintech addresses the challenge of fragmented financial operations by connecting data, workflows, and controls into one system with human-in-the-loop governance built in. The software supports audit-ready outputs, continuous intelligent operations, and seamless integration with existing ERP environments without requiring system replacement.

Average Rating: 4.5/5.0

Total Reviews: 561

How Do G2 Users Rate Trintech?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Accounting: 8.2/10 (Category avg: 8.6/10)
  • Management: 7.9/10 (Category avg: 8.9/10)
  • Distribution: 7.4/10 (Category avg: 8.3/10)

Who Is the Company Behind Trintech?

  • Seller: Trintech
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Plano, TX
  • Twitter: @TrintechInc
    1,765 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    652 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Redovisningsekonom
  • Top Industries: Accounting, Financial Services
  • Company Size: 41% Medium, 40% Large

What Do G2 Reviewers Say About Trintech?

AI-generated summary from verified user reviews

Pros
  • Users find Trintech easy to use, with a seamless setup and supportive resources enhancing their experience.
  • Users value the ease of task management for standardizing processes and linking dependencies effectively.
  • Users value the time-saving efficiency of Trintech, finding it easy and quick to use in their workflow.
  • Users value the secure and efficient documentation management of Trintech, which streamlines balance reconciliation processes.
  • Users appreciate the time-saving benefits of Trintech, enhancing efficiency and simplifying their financial processes.
Cons
  • Users note the limited functionality of Trintech, particularly regarding basic dashboards and integration support for larger companies.
  • Users face inefficient task management, requiring admin assistance and experiencing delays in job launches and exports.
  • Users find the lack of document preview in Trintech frustrating, requiring too many steps to access information.
  • Users encounter poor navigation, facing challenges in finding information and dealing with a non-intuitive interface.
  • Users report delays in task completions and issues with saving changes, affecting overall efficiency with Trintech.

What Are Recent G2 Reviews of Trintech?

BlackLine Financial Close Management

BlackLine Financial Close Management is a software designed to replace unsustainable manual accounting processes with a unified, cloud-based financial operations management platform. The software provides solutions for financial close, accounts receivable, and intercompany accounting by leveraging automation and real-time data visibility across business units. It automates repetitive accounting tasks and reduces the risk of errors and process bottlenecks. BlackLine Financial Close Management addresses digital transformation challenges by unifying data and workflows to enhance accountability and control across the organization. The software supports large enterprises and midsize companies across industries seeking to streamline operations with speed and accuracy.

Average Rating: 4.5/5.0

Total Reviews: 1,052

How Do G2 Users Rate BlackLine Financial Close Management?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Accounting: 8.6/10 (Category avg: 8.6/10)
  • Management: 8.5/10 (Category avg: 8.9/10)
  • Distribution: 7.9/10 (Category avg: 8.3/10)

Who Is the Company Behind BlackLine Financial Close Management?

  • Seller: BlackLine
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Woodland Hills, CA
  • Twitter: @BlackLine
    3,813 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,171 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Accountant, Accounting Manager
  • Top Industries: Accounting, Oil & Energy
  • Company Size: 59% Large, 32% Medium

What Do G2 Reviewers Say About BlackLine Financial Close Management?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive and user-friendly design of BlackLine, making financial close processes seamless and efficient.
  • Users value the automation capabilities of BlackLine, greatly enhancing efficiency and streamlining the financial close process.
  • Users value the transparency and efficiency of BlackLine in streamlining account reconciliations and enhancing audit trails.
  • Users appreciate the integrated modules of BlackLine, which enhance user-friendliness and facilitate effective financial close management.
  • Users find automation efficiency in BlackLine invaluable, greatly reducing time and effort across financial processes.
Cons
  • Users express concerns about the steep learning curve and complex setup of BlackLine, requiring significant time and training.
  • Users find BlackLine's initial complexity challenging, requiring extensive setup, training, and external tools for advanced analytics.
  • Users find the insufficient information sometimes frustrating, hindering quick problem resolution and clarity on updates.
  • Users experience implementation difficulties with BlackLine Financial Close Management, noting complexity and a long integration process.
  • Users find the limited functionality of BlackLine, including a clunky admin and lack of app support, frustrating.

What Are Recent G2 Reviews of BlackLine Financial Close Management?

What Are G2 Users Discussing About BlackLine Financial Close Management?

Datarails

Datarails is a software designed to bring FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace for finance teams. The software provides financial reporting, real-time insights, and consolidated data management by leveraging an AI-powered, Excel-native platform with over 600 integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information by consolidating inputs into a single source of truth. Datarails addresses the challenge of fragmented financial operations by unifying workflows and strengthening visibility and controls for the CFO's office. The software supports faster reporting, more accurate insights, and data-driven decision-making for mid-market and small-business finance teams.

Average Rating: 4.6/5.0

Total Reviews: 383

How Do G2 Users Rate Datarails?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Accounting: 8.9/10 (Category avg: 8.6/10)
  • Management: 8.8/10 (Category avg: 8.9/10)
  • Distribution: 7.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @datarails
    1,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 71% Medium, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Datarails, finding it simple and effective for managing financial reporting.
  • Users benefit from Datarails' reporting efficiency, simplifying financial reporting and enhancing collaboration across teams.
  • Users value the native Excel integration of Datarails, enhancing workflows while ensuring data accuracy and governance.
  • Users value the seamless Excel integration of Datarails, enhancing workflows while ensuring robust data governance and compliance.
  • Users praise Datarails for its efficiency, streamlining financial processes and saving valuable time in reporting.
Cons
  • Users face a learning difficulty with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
  • Users face a steep learning curve with Datarails, but support and updates ease the onboarding process over time.
  • Users find the missing features in Datarails limiting, especially regarding licenses and drill down capabilities.
  • Users experience a steep learning curve with Datarails but find support helps in overcoming initial challenges.
  • Users find the backend complexity of Datarails challenging, as tracing data points and connections can be cumbersome.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

SAP Cloud ERP (SAP S/4HANA Cloud)

SAP Cloud ERP (SAP S/4HANA Cloud) is a software designed to support mission-critical business operations in real time through a modular, AI-powered ERP platform. The software provides embedded analytics, intelligent automation, and cross-functional process management by leveraging a SaaS architecture that can also be deployed in hybrid environments. It automates core business workflows and reduces latency in decision-making through real-time data processing and the Fiori user interface. SAP Cloud ERP (SAP S/4HANA Cloud) addresses the need for global scalability and business model flexibility by serving as the foundational component of the SAP Business Suite, connecting applications, data, and AI. The software supports enterprises and mid-market organizations across industries seeking faster time to value and seamless integration across finance, operations, and supply chain.

Average Rating: 4.4/5.0

Total Reviews: 947

How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Accounting: 9.0/10 (Category avg: 8.6/10)
  • Management: 8.8/10 (Category avg: 8.9/10)
  • Distribution: 8.7/10 (Category avg: 8.3/10)

Who Is the Company Behind SAP Cloud ERP (SAP S/4HANA Cloud)?

  • Seller: SAP
  • Company Website:
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 48% Large, 35% Medium

What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SAP Cloud ERP, making it effective and time-saving for daily tasks.
  • Users appreciate the cloud-based architecture of SAP S/4HANA Cloud for its scalability and reduced IT overhead.
  • Users value the real-time processing and industry-specific functionalities of SAP S/4HANA Cloud for enhanced financial management.
  • Users appreciate the real-time efficiency of SAP S/4HANA Cloud, with instant access to reports and accurate data.
  • Users value the real-time data capabilities of SAP S/4HANA Cloud, enhancing decision-making with instant access to analytics.
Cons
  • Users find the complexity and restrictions of SAP Cloud ERP challenging, leading to costly implementations and training needs.
  • Users find the learning curve steep for SAP Cloud ERP, making initial understanding and training challenging.
  • Users find the learning difficulty significant, as the complex system necessitates extensive training for new users.
  • Users find the complex setup of SAP Cloud ERP challenging, often requiring extensive training and expert assistance.
  • Users find the limited customization of SAP Cloud ERP restrictive, hindering adaptation to unique business processes.

What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)?

What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses, finance teams, and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting directly to leading accounting platforms, operational tools, and custom data sources, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insights. Smarter Financial Reporting Automate management reports, financial statements, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, automated exchange-rate translations, and complex group structures without the need for an enterprise ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, boards, investors, lenders, or accounting clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, ChatGPT, Microsoft Copilot, and other AI assistants seamlessly using Joiin's Model Context Protocol (MCP) server connectivity. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactional data across entities and systems. Flexible Integrations & Data Access Unify your entire finance stack in one secure source of truth. Joiin offers seamless, direct integrations with leading accounting software, payment platforms, and custom data formats, including: Accounting Software: Xero, QuickBooks Online, Sage Accounting, FreeAgent, Pennylane, Puzzle, Zoho Books, MYOB, and Fortnox. Operational & Payment Sources: Stripe. Spreadsheets & Files: Direct import for Microsoft Excel and CSV files, alongside a native Excel Add-in. Custom Connectivity & Business Intelligence: Extend reporting into Power BI, Tableau, and other tools using the Joiin API (incoming and outgoing), or automate workflows via Zapier. Transparent, Tiered Pricing That Scales Start with a 14-day free trial with no long-term contracts. Joiin offers simple, tiered subscription plans designed to fit your organisation's size and complexity: Scalable Tiers: Flexible tiers based on your total entity count, making it easy to grow your plan with additional features. Unlimited Team & Report Access: Every plan includes unlimited users, unlimited reports, and unlimited dashboards, allowing your entire finance team and stakeholders to collaborate without per-user fees or unexpected charges. Security & Governance Enterprise-grade security featuring encrypted connections, role-based access, audit trails, and strict data controls to ensure reliable, fully governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 91

How Do G2 Users Rate Joiin?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Accounting: 7.1/10 (Category avg: 8.6/10)
  • Management: 8.2/10 (Category avg: 8.9/10)
  • Distribution: 7.6/10 (Category avg: 8.3/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • Twitter: @joiinreporting
    199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Accounting, Computer Software
  • Company Size: 58% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin's ease of use enhances their reporting efficiency, making data preparation a breeze.
  • Users love the ease of consolidation reporting, finding it simple and efficient for management accounts.
  • Users praise Joiin for its reporting efficiency, enjoying quick consolidation and easy adjustments for management accounts.
  • Users commend the quick and helpful customer support of Joiin, enhancing their overall experience significantly.
  • Users value the ease of report creation, with customizable options and seamless integration enhancing their experience.
Cons
  • Users find Joiin's reporting to be inefficient, often requiring extensive manual adjustments and limiting customization options.
  • Users feel the limited chart types and missing features detract from Joiin's overall utility and flexibility.
  • Users experience reporting issues with filtering and exporting, making data management more tedious than anticipated.
  • Users find the limited reporting capabilities in Joiin restricting and difficult to navigate for comprehensive analysis.
  • Users note formatting issues in reports and exports, requiring additional cleanup before sharing with others.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Double

Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity.

Average Rating: 4.9/5.0

Total Reviews: 80

How Do G2 Users Rate Double?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Accounting: 9.2/10 (Category avg: 8.6/10)
  • Management: 9.4/10 (Category avg: 8.9/10)
  • Distribution: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Double?

  • Seller: Double
  • Year Founded: 2020
  • HQ Location: NYC, US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Bookkeeper
  • Top Industries: Accounting
  • Company Size: 96% Small, 3% Medium

What Do G2 Reviewers Say About Double?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Keeper invaluable for efficiency, simplifying transactions and enhancing communication.
  • Users value the collaboration features of Keeper, enhancing teamwork and client communication effectively.
  • Users appreciate the efficient organization for managing multiple client accounts, enhancing communication and task management seamlessly.
  • Users appreciate the time-saving features of Keeper, streamlining workflows and enhancing client management effortlessly.
  • Users value the easy communication with clients, enhancing collaboration and receiving timely responses effectively.
Cons
  • Users face challenges with client management, including reconnecting accounts and confusing dropdown menus with archived clients.
  • Users find limitations in reporting and customization hinder efficiency and flexibility in Double for project management.
  • Users find the poor reporting in Double limits their ability to customize metrics for unique client needs.
  • Users note the lack of fully functional email integration, limiting communication efficiency within Double.
  • Users find the poor usability of Double challenging due to its clunky interface and synchronization issues.

What Are Recent G2 Reviews of Double?

G-Accon

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

Average Rating: 4.7/5.0

Total Reviews: 215

How Do G2 Users Rate G-Accon?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Accounting: 8.1/10 (Category avg: 8.6/10)
  • Management: 8.1/10 (Category avg: 8.9/10)
  • Distribution: 7.3/10 (Category avg: 8.3/10)

Who Is the Company Behind G-Accon?

  • Seller: G-Accon
  • Year Founded: 2017
  • HQ Location: Novi, MI
  • Twitter: @G_AcconServices
    1,409 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Owner
  • Top Industries: Accounting, Financial Services
  • Company Size: 68% Small, 31% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of G-Accon, simplifying data retrieval and reporting in minutes instead of days.
  • Users value the automation capabilities of G-Accon, significantly reducing report preparation time and enhancing efficiency.
  • Users love the time-saving automation of G-Accon, transforming days of reporting into minutes effortlessly.
  • Users value the time-saving automation features of G-Accon, transforming days of work into mere minutes.
  • Users value the reporting efficiency of G-Accon, enabling quick and easy generation of multiple consolidated reports.
Cons
  • Users note a steep learning curve with G-Accon, making it challenging to navigate initially without prior experience.
  • Users find the learning difficulty of G-Accon challenging, requiring time to understand its complexities and nuances.
  • Users find the navigation complicated and are restricted by data limits and customization options.
  • Users face significant manual input issues with G-Accon, leading to inefficiencies in their reporting and data management.
  • Users find the navigation difficulty of G-Accon challenging, particularly when building reports and locating features.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Board

Board is the most trusted Agentic Planning Platform, combining business context, Continuous Planning, and efficient enterprise AI to deliver confident, aligned, and faster decisions. Built to complement your data and AI strategy, Board brings together enterprise data and external signals with planning models, business logic, domain expertise, and decision context. Continuous Planning continuously senses change, models scenarios and trade-offs, and aligns financial and operational plans. Within a single, governed platform, agentic AI understands how your business makes decisions, reasons effectively, recommends changes, and supports action with human oversight, helping leaders make explainable, accountable decisions that improve business outcomes.

Average Rating: 4.4/5.0

Total Reviews: 304

How Do G2 Users Rate Board?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Accounting: 7.5/10 (Category avg: 8.6/10)
  • Management: 8.3/10 (Category avg: 8.9/10)
  • Distribution: 8.2/10 (Category avg: 8.3/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    948 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

Numeric

Numeric is the simplest, fastest, most intuitive way of managing your month-end close.

Average Rating: 4.8/5.0

Total Reviews: 65

How Do G2 Users Rate Numeric?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Accounting: 9.6/10 (Category avg: 8.6/10)
  • Management: 9.5/10 (Category avg: 8.9/10)
  • Distribution: 8.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Numeric?

  • Seller: Numeric
  • HQ Location: San Francisco, US
  • Twitter: @numeric_io
    84 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounting Manager
  • Top Industries: Computer Software, Accounting
  • Company Size: 65% Medium, 22% Small

What Do G2 Reviewers Say About Numeric?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Numeric, which streamlines organization and enhances efficiency during monthly closings.
  • Users appreciate the organization features of Numeric, which streamline task management and enhance efficiency during month-end close.
  • Users appreciate the task management features of Numeric, which streamline month-end closings and enhance organizational efficiency.
  • Users experience enhanced efficiency and transparency in the month-end close process with Numeric’s organized task management.
  • Users appreciate the clarity and structure Numeric provides for financial closings, enhancing collaboration and efficiency.
Cons
  • Users express a desire for limited functionality in features like OOO calendar support and year-over-year comparisons.
  • Users find limitations in customization frustrating, particularly regarding category deletion and recurring task dates.
  • Users struggle with inefficient task management due to forced sign-offs and error messages during crucial periods.
  • Users report encountering frequent bugs and internal errors in Numeric, especially during busy refresh periods.
  • Users experience delays due to website timeouts and lack of automation tools, hindering efficiency in closing tasks.

What Are Recent G2 Reviews of Numeric?

Vena

Vena is a software designed to give finance and accounting teams independent access to FP&A capabilities, expertise, and insights through an agentic AI-powered Complete FP&A platform. The software provides budgeting, forecasting, financial close, and business-wide reporting by leveraging native integrations with the Microsoft technology ecosystem and an Excel-based interface built for rapid implementation. It automates budget cycles and planning processes and reduces the time required to complete financial reporting within the natural flow of work. Vena addresses the challenge of complex FP&A adoption by delivering a flexible, user-friendly platform that requires minimal technical expertise and supports quick deployment. The software supports over 2,000 companies of all sizes and integrates across Corporate Performance Management, Budgeting and Forecasting, and Sales Performance Management use cases.

Average Rating: 4.5/5.0

Total Reviews: 475

How Do G2 Users Rate Vena?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Accounting: 8.7/10 (Category avg: 8.6/10)
  • Management: 9.1/10 (Category avg: 8.9/10)
  • Distribution: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

Cube

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: *Get AI-generated business insights * Automate manual tasks * Eliminate version control issues * Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

Average Rating: 4.5/5.0

Total Reviews: 147

How Do G2 Users Rate Cube?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Accounting: 8.6/10 (Category avg: 8.6/10)
  • Management: 9.1/10 (Category avg: 8.9/10)
  • Distribution: 9.0/10 (Category avg: 8.3/10)

Who Is the Company Behind Cube?

  • Seller: Cube
  • Company Website:
  • Year Founded: 2018
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    142 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Finance Manager, Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 80% Medium, 16% Small

What Do G2 Reviewers Say About Cube?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Cube, finding it intuitive and simple to integrate into existing workflows.
  • Users appreciate the exceptional customer support from Cube, finding the team responsive and genuinely invested in their success.
  • Users appreciate the flexibility of Cube, enabling efficient customization and seamless integration with existing systems.
  • Users value the seamless integrations of Cube, enhancing functionality and streamlining their FP&A processes significantly.
  • Users appreciate the intuitive dashboard customization of Cube, enabling quick access to KPIs and valuable insights.
Cons
  • Users find the data transfer process complex, especially with Cube's predefined custom dimensions, impacting usability.
  • Users feel that the customization options are limited in Cube's dashboards, hindering their visualization experience.
  • Users feel the dashboard limitations restrict customization and visualization options, impacting their overall experience with Cube.
  • Users find data transfer complex due to predefined custom dimensions, wishing for improved AI compatibility for easier management.
  • Users find data management issues in Cube challenging due to complexities with predefined custom dimensions and data transfer.

What Are Recent G2 Reviews of Cube?

What Are G2 Users Discussing About Cube?

Planful

Planful is a software designed to help businesses drive peak financial performance through a cloud-based financial performance management platform. The software provides planning, budgeting, consolidations, reporting, and analytics by leveraging award-winning AI capabilities that accelerate decision-making and improve accuracy. It automates financial close and planning cycle workflows and reduces cycle times for finance teams across more than 100 countries. Planful addresses productivity and accuracy challenges in financial operations by unifying business-wide data and enabling faster reporting through a single, scalable platform. The software supports over 1,500 customers across enterprise and mid-market segments, including organizations in computer software and hospital and health care industries.

Average Rating: 4.3/5.0

Total Reviews: 500

How Do G2 Users Rate Planful?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Accounting: 7.7/10 (Category avg: 8.6/10)
  • Management: 8.5/10 (Category avg: 8.9/10)
  • Distribution: 8.1/10 (Category avg: 8.3/10)

Who Is the Company Behind Planful?

  • Seller: Planful
  • Company Website:
  • Year Founded: 2000
  • HQ Location: San Francisco, CA
  • Twitter: @Planful
    7,546 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    548 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Hospital & Health Care
  • Company Size: 48% Medium, 45% Large

What Do G2 Reviewers Say About Planful?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Planful, appreciating its user-friendly interface and fast initial setup.
  • Users value the powerful reporting capabilities of Planful, enhancing workflow and boosting productivity effectively.
  • Users value the reporting efficiency of Planful, enabling streamlined processes and enhancing overall productivity.
  • Users appreciate the automation capabilities of Planful, which streamline planning, forecasting, and reporting processes effectively.
  • Users appreciate the user-friendly UI/UX and powerful automation features of Planful, enhancing efficiency and team onboarding.
Cons
  • Users find the steep learning curve of Planful challenging, especially for advanced functions and initial setup.
  • Users find the steep learning curve with Planful's advanced functions to be challenging, especially for beginners.
  • Users find the user interface not intuitive, making report customization and edits challenging within Planful.
  • Users find the missing features of Planful limit functionality, particularly in reporting options and user access controls.
  • Users experience slow performance with lengthy calculation times and lag in model updating, hindering efficient data analysis.

What Are Recent G2 Reviews of Planful?

What Are G2 Users Discussing About Planful?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated