# Best Financial Reconciliation Software

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

   Financial reconciliation software helps businesses and financial institutions ensure accuracy and consistency in their financial transactions, records, and statements. It automates the comparison of various financial data sets, such as bank statements, invoices, and accounting records, to identify discrepancies and errors. Organizations can use this software to confirm accuracy, compliance, and efficiency and make informed decisions that align with their business strategy. It contributes to the overall financial health and sustainability of the organization.

This software is most commonly used by financial management firms and accounting professionals but can also be used by companies managing sales, refunds, inventory, supply chains, etc. Financial reconciliation software can be a standalone product or integrated with accounting, [ERP](https://www.g2.com/categories/erp), and other internal data sources.

To qualify for inclusion in the Financial Reconciliation category, a product must:

- Automate the matching of financial and other transactions from different sources, such as bank statements, invoices, and accounting records
- Import data from various sources and formats, as well as export reconciled data for reporting and analysis
- Match transactions, often through algorithms, based on predefined criteria, helping identify discrepancies and errors in financial records
- Maintain an audit trail of all reconciliation activities, including changes and user actions, to support compliance and accountability
- Generate reports and provide analytical tools to help users gain insights into financial data and track key performance indicators





## Category Overview

**Total Products under this Category:** 105


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 4,600+ Authentic Reviews
- 105+ 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.


## Best Financial Reconciliation Software At A Glance

- **Leader:** [FloQast](https://www.g2.com/products/floqast/reviews)
- **Highest Performer:** [Numeric](https://www.g2.com/products/numeric/reviews)
- **Easiest to Use:** [FloQast](https://www.g2.com/products/floqast/reviews)
- **Top Trending:** [Numeric](https://www.g2.com/products/numeric/reviews)
- **Best Free Software:** [Docyt](https://www.g2.com/products/docyt/reviews)


---

**Sponsored**

### Solvexia

Solvexia is a financial automation platform designed to help finance and accounting teams automate spreadsheet-based, manual, and data-intensive processes. It is used to standardize, reconcile, transform, and analyze data across finance, accounting, tax, and compliance workflows. Solvexia is a type of financial process automation and data reconciliation software solution that helps users manage recurring data processes such as account reconciliations, financial close activities, regulatory reporting, and data validation. It is commonly used by mid-sized and enterprise organizations that rely heavily on spreadsheets and data from multiple systems. The platform allows users to ingest data from various sources, including ERP systems, databases, and spreadsheets, and apply configurable rules to map, reconcile, and validate data at scale. These processes are executed within structured workflows that support approvals, reviews, commentary, and audit trails, enabling consistent and controlled execution of financial processes. Solvexia is primarily used by finance, accounting, tax, and compliance teams to reduce manual effort, improve data accuracy, and increase process visibility. Typical use cases include account and transaction reconciliation, management and regulatory reporting, data preparation for audits, rebate and incentive calculations, and ongoing data quality monitoring. Key capabilities of Solvexia include: - Data reconciliation and validation: Supports rule-based matching, exception handling, and variance analysis across large datasets from multiple sources. - Workflow and process control: Provides configurable workflows with approvals, reviews, and audit trails to support financial governance and compliance requirements. - Spreadsheet automation: Enables organizations to replace or enhance spreadsheet-driven processes with centralized, repeatable workflows while maintaining familiar data structures. - Code-free configuration: Allows users to build, modify, and maintain automated processes without writing custom code, reducing reliance on technical resources. - Scalability and performance: Designed to handle high-volume data processing and recurring financial operations across multiple teams and entities. By automating routine data processes and standardizing execution, Solvexia helps organizations improve efficiency, reduce errors, and reallocate resources toward analysis and decision support.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=1007839&amp;secure%5Bdisplayable_resource_id%5D=1007839&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=1007839&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=97931&amp;secure%5Bresource_id%5D=1007839&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-reconciliation%3Fpage%3D8&amp;secure%5Btoken%5D=f5df4c962249488f65bb29dcdb4baf6196f58a5d4ecb91b6bf80202ca389c746&amp;secure%5Burl%5D=https%3A%2F%2Fwww.solvexia.com%2Fsolutions%2Freconciliations%3Futm_source%3Dg2%26utm_medium%3Dcategory%26utm_campaign%3Dreconciliation&amp;secure%5Burl_type%5D=custom_url&amp;secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [FloQast](https://www.g2.com/products/floqast/reviews)
  FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,391


**Seller Details:**

- **Seller:** [FloQast](https://www.g2.com/sellers/floqast)
- **Company Website:** https://www.floqast.com
- **Year Founded:** 2013
- **HQ Location:** Los Angeles, CA
- **Twitter:** @FloQast (1,579 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3059072/ (828 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Accountant, Accounting Manager
  - **Top Industries:** Accounting, Computer Software
  - **Company Size:** 58% Mid-Market, 22% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (169 reviews)
- Organization (98 reviews)
- Task Management (98 reviews)
- Reconciliation (71 reviews)
- Efficiency (69 reviews)

**Cons:**

- Missing Features (48 reviews)
- Limited Functionality (35 reviews)
- Limitations (29 reviews)
- Reconciliation Issues (26 reviews)
- Slow Loading (25 reviews)

### 2. [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews)
  Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service, empowers businesses to achieve digital transformation. By unifying data and processes, automating repetitive tasks, and enhancing accountability through greater visibility, BlackLine helps organizations work more efficiently. We provide solutions for financial close, accounts receivable, and intercompany accounting—enabling large enterprises and midsize companies across industries to streamline operations with speed, accuracy, and control. BlackLine is a global company with operations in major business hubs worldwide, including Los Angeles, New York, the San Francisco Bay Area, London, Vancouver, Paris, Frankfurt, Tokyo, Singapore and Sydney.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1,047


**Seller Details:**

- **Seller:** [BlackLine](https://www.g2.com/sellers/blackline)
- **Company Website:** https://www.blackline.com
- **Year Founded:** 2001
- **HQ Location:** Woodland Hills, CA
- **Twitter:** @BlackLine (3,819 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/362833/ (2,076 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Accountant, Accounting Manager
  - **Top Industries:** Accounting, Oil &amp; Energy
  - **Company Size:** 59% Enterprise, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (81 reviews)
- Close Process (55 reviews)
- Reconciliation (50 reviews)
- Task Management (44 reviews)
- Financial Closing (38 reviews)

**Cons:**

- Limited Functionality (22 reviews)
- Implementation Difficulties (19 reviews)
- Missing Features (19 reviews)
- Learning Difficulty (17 reviews)
- Complexity (15 reviews)

### 3. [Trintech](https://www.g2.com/products/trintech-trintech/reviews)
  Built for mid-sized organizations, Adra by Trintech is a cloud-based, reconciliation and financial close solution that automates key areas of the financial close process including account reconciliations (Adra Balancer), transaction matching and journal entries (Adra Matcher), financial task workflows and controls (Adra Task Manager), and reporting (Adra Analytics). Adra seamlessly integrates with many financial systems and ERPs, allowing companies to increase efficiencies, improve accuracy, reduce risk, and close faster with more confidence.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 526


**Seller Details:**

- **Seller:** [Trintech](https://www.g2.com/sellers/trintech)
- **Company Website:** https://www.trintech.com/
- **Year Founded:** 1987
- **HQ Location:** Plano, TX
- **Twitter:** @TrintechInc (1,767 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trintech/ (672 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Accountant, Redovisningsekonom
  - **Top Industries:** Accounting, Banking
  - **Company Size:** 42% Mid-Market, 39% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (33 reviews)
- Task Management (18 reviews)
- Time-Saving (16 reviews)
- Organization (15 reviews)
- Time-saving (15 reviews)

**Cons:**

- Limited Functionality (6 reviews)
- Inefficient Task Management (5 reviews)
- Limitations (4 reviews)
- Poor Navigation (4 reviews)
- Delays (3 reviews)

### 4. [Vena](https://www.g2.com/products/vena/reviews)
  Vena is an agentic AI-powered Complete FP&amp;A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&amp;A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena&#39;s award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&amp;A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 368


**Seller Details:**

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** https://www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions (1,355 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Financial Analyst, Account Manager
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 62% Mid-Market, 21% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (113 reviews)
- Excel Integration (60 reviews)
- Features (52 reviews)
- User Interface (50 reviews)
- Reporting (49 reviews)

**Cons:**

- Learning Difficulty (29 reviews)
- Learning Curve (27 reviews)
- Steep Learning Curve (25 reviews)
- Difficult Learning (18 reviews)
- Setup Difficulty (18 reviews)

### 5. [M2P Recon360](https://www.g2.com/products/m2p-recon360/reviews)
  M2P’s Recon360 provides Financial Institutions comprehensive coverage for payment Reconciliation &amp; Settlement using automated data matching &amp; instant qualification across domestic, forex, and international transactions. This cloud-agnostic platform is capable to process any data set &amp; file format with a highly configurable M2P rule engine. The platform comes with automated flex matching and configures action based on user request, gets instant data qualification &amp; check during aggregation, and generates real-time reports. This ensures maximizing data matching with minimum manual intervention. Features: - Cloud based Platform: Cloud-native and cloud agnostics platform - Payments Hub: Platform customizable and configurable for Regulated FinTechs &amp; Financial Institutions&#39; requirements - End to End Payments Reconciliation: Provide comprehensive coverage across prepaid, credit, and debit cards with major card networks and digital channels - ROI: High ROI with an implementation Time of ~3 weeks - Cost: Flexible pricing model and cost structure based on business requirements - Onboarding Time: Faster onboarding in ~4 weeks - Dynamic Reporting Engine: Provides periodic and dynamic reporting for extraction, refund, settlements, reconciliation, and regulatory reports - Pre-configured rules: Defined rules for automated matching with variable tolerance for increased coverage and minimal manual intervention - Derivatives Reconciliation: Support derivatives reconciliation


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 18


**Seller Details:**

- **Seller:** [M2P Solutions Limited](https://www.g2.com/sellers/m2p-solutions-limited)
- **Year Founded:** 2014
- **HQ Location:** Chennai, Tamil Nadu, India
- **Twitter:** @m2pfintech (1,433 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/m2pfintech (1,464 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Banking, Financial Services
  - **Company Size:** 32% Enterprise, 29% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (8 reviews)
- Ease of Use (7 reviews)
- Reconciliation (7 reviews)
- Efficiency (6 reviews)
- Time-saving (6 reviews)

**Cons:**

- Poor Customer Support (2 reviews)
- Change Management (1 reviews)
- Complexity (1 reviews)
- Difficult Setup (1 reviews)
- Implementation Difficulties (1 reviews)

### 6. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)
  OneStream empowers today&#39;s CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business&#39;s evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close &amp; Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning &amp; Analysis (FP&amp;A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability &amp; Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 144


**Seller Details:**

- **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software)
- **Company Website:** https://www.onestream.com/
- **HQ Location:** Birmingham, MI
- **Twitter:** @OneStream_Soft (2,194 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1244326/ (1,636 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Manufacturing, Automotive
  - **Company Size:** 63% Enterprise, 28% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (23 reviews)
- Data Management (15 reviews)
- Flexibility (13 reviews)
- Reporting (13 reviews)
- Capabilities (11 reviews)

**Cons:**

- Learning Difficulty (11 reviews)
- Steep Learning Curve (9 reviews)
- Learning Curve (8 reviews)
- Complexity (7 reviews)
- Dashboard Limitations (6 reviews)

### 7. [Datarails](https://www.g2.com/products/datarails/reviews)
  Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&amp;A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 200+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 316


**Seller Details:**

- **Seller:** [Datarails](https://www.g2.com/sellers/datarails)
- **Company Website:** https://www.Datarails.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @datarails (1,148 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (425 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CFO, Chief Financial Officer
  - **Top Industries:** Financial Services, Hospital &amp; Health Care
  - **Company Size:** 73% Mid-Market, 20% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (92 reviews)
- Reporting Efficiency (53 reviews)
- Excel Integration (51 reviews)
- Data Management (49 reviews)
- Efficiency (46 reviews)

**Cons:**

- Learning Difficulty (36 reviews)
- Learning Curve (26 reviews)
- Missing Features (24 reviews)
- Steep Learning Curve (23 reviews)
- Complexity (21 reviews)

### 8. [Numeric](https://www.g2.com/products/numeric/reviews)
  Numeric is the simplest, fastest, most intuitive way of managing your month-end close.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 65


**Seller Details:**

- **Seller:** [Numeric](https://www.g2.com/sellers/numeric)
- **HQ Location:** San Francisco, US
- **Twitter:** @numeric_io (83 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/numeric-io/ (102 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Accounting Manager
  - **Top Industries:** Computer Software, Accounting
  - **Company Size:** 65% Mid-Market, 22% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (20 reviews)
- Organization (15 reviews)
- Task Management (11 reviews)
- Close Process (10 reviews)
- Financial Closing (10 reviews)

**Cons:**

- Limited Functionality (8 reviews)
- Limitations (5 reviews)
- Inefficient Task Management (3 reviews)
- Bugs (2 reviews)
- Delays (2 reviews)

### 9. [Bluecopa](https://www.g2.com/products/bluecopa-02c10543-16b8-4e39-92bd-bb02cede7a17/reviews)
  Most finance stacks are a collection of point solutions that don&#39;t talk to each other. AR lives here, AP lives there, reconciliation is someone&#39;s weekend project, and close is a fire drill every month. Bluecopa connects AR, AP, reconciliation, close, and reporting in one system. SamyX AI handles the heavy lifting, so enterprise finance teams stay accurate, audit-ready, and fast at scale. Finance leaders at Flipkart, Diversey, Purplle, Yatra, Porter, and Curefoods run on Bluecopa. In 2023, HFS Research recognized us as a OneOffice Hot Vendor for early leadership in finance observability.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 26


**Seller Details:**

- **Seller:** [Bluecopa](https://www.g2.com/sellers/bluecopa)
- **Year Founded:** 2021
- **HQ Location:** Hyderabad, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/bluecopa (108 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 42% Enterprise, 38% Small-Business


#### Pros & Cons

**Pros:**

- Time-saving (11 reviews)
- Automation (9 reviews)
- Customer Support (9 reviews)
- Ease of Use (9 reviews)
- Collaboration (8 reviews)

**Cons:**

- Slow Performance (5 reviews)
- Learning Curve (3 reviews)
- Limited Functionality (3 reviews)
- Bugs (2 reviews)
- Dashboard Issues (2 reviews)

### 10. [Prophix Software](https://www.g2.com/products/prophix-software/reviews)
  Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 215


**Seller Details:**

- **Seller:** [Prophix](https://www.g2.com/sellers/prophix)
- **Company Website:** https://www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix (1,984 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (549 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Financial Analyst, Financial Analyst
  - **Top Industries:** Insurance, Construction
  - **Company Size:** 56% Mid-Market, 38% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (20 reviews)
- Reporting (17 reviews)
- Financial Management (15 reviews)
- Time-saving (13 reviews)
- Automation (12 reviews)

**Cons:**

- Steep Learning Curve (8 reviews)
- Learning Curve (7 reviews)
- Learning Difficulty (7 reviews)
- Slow Performance (7 reviews)
- Limited Functionality (6 reviews)

### 11. [Docyt](https://www.g2.com/products/docyt/reviews)
  Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 35


**Seller Details:**

- **Seller:** [Docyt](https://www.g2.com/sellers/docyt)
- **HQ Location:** Santa Clara, CA
- **Twitter:** @Docyt_inc (293 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/docyt/ (213 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Retail, Hospitality
  - **Company Size:** 89% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (5 reviews)
- Ease of Use (5 reviews)
- Automation (3 reviews)
- Efficiency Improvement (3 reviews)
- Integrations (3 reviews)

**Cons:**

- Delays (2 reviews)
- Project Delays (2 reviews)
- Vendor Management (2 reviews)
- Bug Issues (1 reviews)
- Communication Issues (1 reviews)

### 12. [Embat](https://www.g2.com/products/embat/reviews)
  Embat is the next-generation treasury management platform, providing a centralised tool for banking connectivity, treasury processes, payment automation and automated accounting and reconciliation. This allows finance teams to save up to 75% of the time usually dedicated to treasury tasks, while providing real-time and global insights on cash and debt positions. Features include: + Real-time Treasury management + Banking &amp; ERP Connectivity + Banking Pool management + Cash flow Forecasting + Corporate Payments centralisation + Automated Accounting and Bank Reconciliation + Intercompany &amp; In-house banking + Counterparty management


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 38


**Seller Details:**

- **Seller:** [Embat](https://www.g2.com/sellers/embat)
- **Company Website:** https://www.embat.io
- **Year Founded:** 2021
- **HQ Location:** Madrid, ES
- **LinkedIn® Page:** https://www.linkedin.com/company/embat-io (150 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 74% Mid-Market, 11% Small-Business


#### Pros & Cons

**Pros:**

- Integrations (7 reviews)
- Automation (6 reviews)
- Ease of Use (6 reviews)
- Easy Integrations (6 reviews)
- Flexibility (6 reviews)

**Cons:**

- Integration Issues (4 reviews)
- Slow Performance (4 reviews)
- ERP Integration (2 reviews)
- Implementation Issues (2 reviews)
- Improvement Needed (2 reviews)

### 13. [Solvexia](https://www.g2.com/products/solvexia/reviews)
  Solvexia is a financial automation platform designed to help finance and accounting teams automate spreadsheet-based, manual, and data-intensive processes. It is used to standardize, reconcile, transform, and analyze data across finance, accounting, tax, and compliance workflows. Solvexia is a type of financial process automation and data reconciliation software solution that helps users manage recurring data processes such as account reconciliations, financial close activities, regulatory reporting, and data validation. It is commonly used by mid-sized and enterprise organizations that rely heavily on spreadsheets and data from multiple systems. The platform allows users to ingest data from various sources, including ERP systems, databases, and spreadsheets, and apply configurable rules to map, reconcile, and validate data at scale. These processes are executed within structured workflows that support approvals, reviews, commentary, and audit trails, enabling consistent and controlled execution of financial processes. Solvexia is primarily used by finance, accounting, tax, and compliance teams to reduce manual effort, improve data accuracy, and increase process visibility. Typical use cases include account and transaction reconciliation, management and regulatory reporting, data preparation for audits, rebate and incentive calculations, and ongoing data quality monitoring. Key capabilities of Solvexia include: - Data reconciliation and validation: Supports rule-based matching, exception handling, and variance analysis across large datasets from multiple sources. - Workflow and process control: Provides configurable workflows with approvals, reviews, and audit trails to support financial governance and compliance requirements. - Spreadsheet automation: Enables organizations to replace or enhance spreadsheet-driven processes with centralized, repeatable workflows while maintaining familiar data structures. - Code-free configuration: Allows users to build, modify, and maintain automated processes without writing custom code, reducing reliance on technical resources. - Scalability and performance: Designed to handle high-volume data processing and recurring financial operations across multiple teams and entities. By automating routine data processes and standardizing execution, Solvexia helps organizations improve efficiency, reduce errors, and reallocate resources toward analysis and decision support.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 30


**Seller Details:**

- **Seller:** [Solvexia](https://www.g2.com/sellers/solvexia)
- **Year Founded:** 2008
- **HQ Location:** Sydney, AU
- **Twitter:** @solvexia (1,108 Twitter followers)
- **LinkedIn® Page:** https://au.linkedin.com/company/solvexia-automation (25 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Staffing and Recruiting
  - **Company Size:** 45% Small-Business, 42% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Ease of Use (1 reviews)
- Integrations (1 reviews)
- Platform Integration (1 reviews)
- Time-saving (1 reviews)

**Cons:**

- Limited Functionality (1 reviews)
- Missing Features (1 reviews)

### 14. [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)
  The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close &amp; Consolidation - Extended Planning (financial and operational) - ESG &amp; Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 70


**Seller Details:**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** https://www.wolterskluwer.com/en
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,830 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Banking, Insurance
  - **Company Size:** 56% Enterprise, 27% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Efficiency (6 reviews)
- Features (6 reviews)
- Reporting (5 reviews)
- Data Management (4 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Learning Difficulty (4 reviews)
- Complexity (3 reviews)
- Complex Usability (3 reviews)
- Complex Setup (2 reviews)

### 15. [Aico](https://www.g2.com/products/aico/reviews)
  Transform your financial close and record-to-report (R2R) processes with Aico. Our cutting-edge solutions streamline your workflows, cutting manual work and speeding up period-end financial reporting. All while ensuring compliance and data accuracy. Aico’s platform has a full suite of solutions for seamless R2R operations: + Account Reconciliation + Closing Task Management + Journal Entries + Intercompany Invoicing + Transaction Matching + Financial Requests + Manual Payments What sets us apart? Aico’s unique real-time integration with multiple ERP systems combined with intelligent automation simplifies complex IT management for our customers. Plus, with teams and partners across EMEA, we guarantee timely and budget-friendly software implementation. Ready to streamline and de-stress your finance close? Explore more at aico.ai and dive into our resource library for expert insights and best practices: https://www.aico.ai/resources/ Join us on LinkedIn: https://www.linkedin.com/company/aicoai/


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 25


**Seller Details:**

- **Seller:** [Aico](https://www.g2.com/sellers/aico)
- **Year Founded:** 2008
- **HQ Location:** Espoo, FI
- **Twitter:** @aico (84 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/aicoai/ (27 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Chemicals, Accounting
  - **Company Size:** 69% Enterprise, 19% Small-Business


### 16. [Ledge](https://www.g2.com/products/ledge/reviews)
  Ledge is an agentic AI close management platform that automates the work of the month-end close for finance and accounting teams. It automates key month-end close workflows such as reconciliations, journal entries, working papers, and flux analysis by embedding AI agents directly into the close checklist. Each task opens pre-completed with draft work, supporting documentation, and clear audit trails, allowing accountants to begin with review instead of manual data preparation. Ledge is used by controllers, accountants, and finance leaders who manage the month-end close process and seek to reduce the amount of time spent on repetitive spreadsheet work. The platform connects to major ERPs like NetSuite and other financial data sources to perform continuous reconciliations, generate working papers, journal entries, and flux analysis, and maintain accurate general ledger balances throughout the month. This enables teams to complete the close faster, maintain audit readiness, and access up-to-date financial information without rebuilding schedules manually. Key capabilities include: - Agentic close checklist: Each task opens with work already in progress, with dependencies, approvals, and audit tracking built in. - AI-powered reconciliations: Automated matching of transactions across banks, payment processors, and the ERP, with suggested adjustments for discrepancies. - Automated journal entries: Drafts and posts recurring and exception entries directly into the ERP, with linked supporting documentation. - AI-generated working papers: Created and rolled forward automatically, tied to general ledger balances and source data. - AI-driven flux analysis: Material variances are flagged proactively and draft explanations are generated from ERP and subledger data, linked to underlying transactions. - Continuous accounting: Daily automation of reconciliations, cash application, and journal entries keeps books accurate between closes. Ledge helps finance teams transition from manual, spreadsheet-based processes to an automated and controlled environment. By embedding AI directly into accounting workflows, it provides a centralized system where the work of the close is completed continuously, audit-ready by design, and supported with up-to-date financial visibility.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 6


**Seller Details:**

- **Seller:** [Ledge](https://www.g2.com/sellers/ledge)
- **Year Founded:** 2022
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/ledge-finance/ (42 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 83% Mid-Market, 17% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (5 reviews)
- Customer Support (4 reviews)
- Automation (3 reviews)
- Reconciliation (3 reviews)
- Efficiency (2 reviews)

**Cons:**

- Reconciliation Issues (2 reviews)
- Calculation Issues (1 reviews)
- Expensive (1 reviews)
- Inefficient Reporting (1 reviews)
- Limited Functionality (1 reviews)

### 17. [Maxima](https://www.g2.com/products/maxima/reviews)
  Maxima is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt Rewards, Maxima&#39;s AI agents do more than just coordinate the work - they pull data from your finance stack, detect anomalies and generate variance explanations, post journal entries with source data, reconcile to the general ledger, and integrate with your ERP to deliver SOX compliant, real-time close Our team brings together top fintech engineers from Google, Apple, Robinhood, Bolt, and Meta with former accountants and auditors from EY, PwC to solve a decades-old problem with agent prepared, human reviewed accounting.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 12


**Seller Details:**

- **Seller:** [Maxima](https://www.g2.com/sellers/maxima)
- **Company Website:** https://www.maxima.ai/
- **Year Founded:** 2024
- **HQ Location:** San Mateo, US
- **LinkedIn® Page:** https://www.linkedin.com/company/maximaai/ (73 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 58% Enterprise, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (8 reviews)
- Customer Support (8 reviews)
- Ease of Use (8 reviews)
- Productivity Improvement (5 reviews)
- Efficiency Improvement (4 reviews)

**Cons:**

- Bugs (1 reviews)
- Limited Customization (1 reviews)
- Reconciliation Issues (1 reviews)

### 18. [Leapfin](https://www.g2.com/products/leapfin/reviews)
  Businesses are moving faster than ever. Growth and competition require continuous innovation and change. Pricing changes, new products, and evolving models create constant pressure on Finance teams to keep up. Manual processes and legacy systems can’t deliver the speed or accuracy required. Leapfin is the AI-powered revenue recognition and reconciliation platform that gives Finance and Accounting teams total clarity and control. At its core is a powerful data engine that unifies and transforms all your transaction data into a single, trusted source of truth. AI is the interface, making it easy to build and adjust revenue logic, detect anomalies, explore and report on data in real time – without waiting on engineering. The result: faster closes, airtight compliance, and always-reliable revenue data that scales with your business. For more information, visit www.leapfin.com.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 6


**Seller Details:**

- **Seller:** [Leapfin](https://www.g2.com/sellers/leapfin)
- **Year Founded:** 2015
- **HQ Location:** San Mateo, US
- **Twitter:** @leapfin (165 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/leapfin (27 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


#### Pros & Cons

**Pros:**

- Accurate Data (2 reviews)
- Automation (2 reviews)
- Ease of Use (2 reviews)
- Features (2 reviews)
- Helpful (2 reviews)

**Cons:**

- Learning Curve (2 reviews)
- Learning Difficulty (2 reviews)
- Steep Learning Curve (2 reviews)
- Change Management (1 reviews)
- Customization Difficulty (1 reviews)

### 19. [Savant Labs](https://www.g2.com/products/savant-labs/reviews)
  Savant is an AI automation platform built for enterprise finance, tax, and accounting teams. It turns messy, manual data work like extraction, preparation, reconciliation, and reporting into centrally governed workflows, so teams can be more efficient without sacrificing accuracy, control, or compliance. Trusted by Fortune 500 enterprises, Savant catches errors before they&#39;re filed, ensures audit readiness without the scramble, and gives finance teams their time back. WHAT SETS SAVANT APART Unlike general-purpose AI tools or legacy analytics platforms, Savant was built specifically for finance workflows where 99% accuracy isn&#39;t good enough — because 1% errors at scale become audit findings, restatements, and compliance exposure. Three things make Savant different - Deterministic, not probabilistic: Savant uses rule-based AI agents, not LLM guesses. Consistent inputs produce consistent outputs. - Governance is built in, not bolted on: Audit trail, data lineage, SOX controls, and role-based access are standard, not add-ons. - Handles the data other tools can&#39;t: Native processing for PDFs, scanned documents, and invoices — the unstructured data that breaks legacy workflows. KEY FEATURES - AI-powered data automation: Automate any data task end to end — prep, blending, transformation, publishing, and alerting. Works with structured and unstructured data, including PDFs, scanned documents, and ERP extracts. - Deterministic workflow engine: AI agents follow step-by-step logic with validation at each stage. Same inputs produce the same outputs, every time — no black boxes, no probabilistic guesses. - Built-in audit trail and data lineage: Every workflow step is logged automatically. Complete data lineage from source to output. No manual documentation, no reconstructing steps across email chains. - SOX compliance by design: Segregation of duties, version control, approval management, and user activity history are built in from day one. - Human-in-the-loop exception handling: Savant proactively flags exceptions for human review, allowing analysts to catch errors before they reach a filing. The AI learns from human judgments over time. - 500+ enterprise connectors: Connect to your existing ERPs, CRMs, BI platforms, file systems, email, and more out of the box. - User-friendly interface: No SQL, no code, no IT tickets. If your team can use Excel, they can build and run workflows in Savant. - Enterprise-grade security: SOC 2 Type II, SOC 1 Type II, ISO 27001. SSO/SAML, role-based access control, private cloud and VPC deployment available. USE CASES - Month-end and year-end close automation - Financial reconciliations and tie-outs - Tax provision preparation - State apportionment calculations - Sales and use tax reconciliation - Data extraction from PDFs, invoices, and scanned documents - ERP data consolidation across multiple systems - Intercompany accounting and multi-entity reporting - Audit evidence package preparation - Recurring reporting and dashboard publishing


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 38


**Seller Details:**

- **Seller:** [Savant Labs](https://www.g2.com/sellers/savant-labs)
- **Company Website:** https://www.savantlabs.io
- **Year Founded:** 2021
- **HQ Location:** San Francisco, California
- **LinkedIn® Page:** https://www.linkedin.com/company/savant-labs (62 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Logistics and Supply Chain
  - **Company Size:** 46% Mid-Market, 31% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (14 reviews)
- Customer Support (9 reviews)
- User Interface (7 reviews)
- Integrations (6 reviews)
- Scalability (6 reviews)

**Cons:**

- Learning Curve (7 reviews)
- Learning Difficulty (6 reviews)
- Integration Issues (3 reviews)
- Access Issues (2 reviews)
- Data Management (2 reviews)

### 20. [Smartstream](https://www.g2.com/products/smartstream/reviews)
  Smartstream unlocks trusted, intelligent data insights – clearly, consistently, and without compromise. Empowering leading global financial institutions and enterprises with innovative solutions that deliver accurate, timely data insights to streamline operations, reduce costs, and meet regulatory demands with confidence. By harnessing data at the core of customer operations, Smartstream drives smarter, faster outcomes across reconciliations, liquidity, collateral, corporate actions, fees, and reference data solutions.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 3


**Seller Details:**

- **Seller:** [SmartStream Technologies](https://www.g2.com/sellers/smartstream-technologies)
- **Year Founded:** 2000
- **HQ Location:** London, England, United Kingdom
- **LinkedIn® Page:** https://www.linkedin.com/company/smartstream-technologies/ (1,103 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Enterprise, 33% Small-Business


### 21. [Unit4 Financials by Coda](https://www.g2.com/products/unit4-financials-by-coda/reviews)
  Unit4 Financials by Coda provides the original unified-ledger, global accounting system that gives your organization a single, up-to-date version of the truth. Embrace the best-of-breed financial solution that integrates with your existing systems for total freedom of choice and ongoing business agility. This financial management and accounting solution is ideally suited to large enterprises - such as those in retail, manufacturing, logistics, or financial services - whose operations may include complex configurations, or processing of significantly varied transaction volumes, across multiple channels. The software is designed for growth and change, allowing processes to scale and adapt to business growth. Unit4 Financials by Coda has been established for over 45 years and has over 750+ customers in over 100 countries. It offers no-compromise financial management, including financial accounting, procurement management, billing management, asset management, and spend analytics.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 19


**Seller Details:**

- **Seller:** [Unit4](https://www.g2.com/sellers/unit4)
- **Year Founded:** 1980
- **HQ Location:** Utrecht, Netherlands
- **LinkedIn® Page:** https://www.linkedin.com/company/8120/ (3,492 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 47% Enterprise, 42% Mid-Market


#### Pros & Cons

**Pros:**

- Accounting Management (1 reviews)
- Accurate Data (1 reviews)
- Cloud-Based (1 reviews)
- Cloud Technology (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- High Fees (1 reviews)
- Integration Issues (1 reviews)
- Missing Features (1 reviews)
- Poor Customer Support (1 reviews)
- Poor Documentation (1 reviews)

### 22. [Bank Rec](https://www.g2.com/products/bank-rec/reviews)
  Bank Rec takes the pain out of reconciling your bank accounts. Quickly and easily (and dare we say fun?) reconcile your bank accounts.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2


**Seller Details:**

- **Seller:** [Treasury Software](https://www.g2.com/sellers/treasury-software)
- **Year Founded:** 1999
- **HQ Location:** Glen Allen, US
- **Twitter:** @GoTreasury (74 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/treasury-software (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Features (1 reviews)
- Flexibility (1 reviews)
- Payment Automation (1 reviews)


### 23. [Duco](https://www.g2.com/products/duco/reviews)
  Duco is a leading data automation company that helps businesses to unleash their potential by removing the friction around data. Over 10,000 users across 30+ countries process billions of data records every week using Duco’s data automation platform. Duco is headquartered in London, with offices in New York, Boston, Edinburgh, Wroclaw and Singapore.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 3


**Seller Details:**

- **Seller:** [Duco](https://www.g2.com/sellers/duco)
- **Year Founded:** 2010
- **HQ Location:** London, GB
- **Twitter:** @ducotweets (527 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/duco-/ (255 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Enterprise


### 24. [IBANIZE](https://www.g2.com/products/ibanize/reviews)
  Maximise business, reduce hassle with TrustPays advanced card acquiring and business account services


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2


**Seller Details:**

- **Seller:** [TrustPay](https://www.g2.com/sellers/trustpay)
- **Year Founded:** 2009
- **HQ Location:** Bratislava, SK
- **LinkedIn® Page:** https://www.linkedin.com/company/trustpay (87 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 150% Mid-Market


### 25. [Nanonets](https://www.g2.com/products/nanonets/reviews)
  Trusted by 34% of Fortune 500 companies, Nanonets is an AI-driven solution that automates document processing and data extraction workflows. Leveraging advanced Optical Character Recognition (OCR) and deep learning models, Nanonets helps companies automate document-heavy business processes like accounts payable, order processing, and insurance underwriting. Nanonets processes unstructured documents such as invoices, receipts, bank statements, bills of lading, purchase orders, contracts, insurance claims, and healthcare forms and converts them into structured output. Nanonets scales from small to enterprise-grade document automation, providing an intuitive and highly customizable platform to streamline business workflows. By integrating with your existing systems via APIs, Nanonets can reduce manual effort by up to 90%, delivering industry-leading accuracy, speed, and cost savings of up to 50%.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 94


**Seller Details:**

- **Seller:** [Nanonets](https://www.g2.com/sellers/nanonets)
- **Year Founded:** 2017
- **HQ Location:** San Francisco, CA
- **Twitter:** @nanonets (1,557 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/13236595/ (295 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Information Technology and Services
  - **Company Size:** 41% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (12 reviews)
- Ease of Use (9 reviews)
- Time-saving (7 reviews)
- Accuracy (6 reviews)
- Customization (6 reviews)

**Cons:**

- Data Management Issues (6 reviews)
- Learning Curve (6 reviews)
- Expensive (5 reviews)
- OCR Issues (5 reviews)
- Learning Difficulty (4 reviews)



## Parent Category

[Accounting &amp; Finance Software](https://www.g2.com/categories/accounting-finance)



## Related Categories

- [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
- [Financial Close Software](https://www.g2.com/categories/financial-close)
- [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)




