# Best Other Finance & Admin. Software

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

   The other finance & admin category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a range of functionalities, from document management and financial data conversion to credit scoring and key performance indicator (KPI) management. They help businesses streamline operations, enhance productivity, and improve financial decision-making. Key features often include document scanning and storage, automated data entry, integration with accounting software, and advanced analytics. These tools are designed to improve efficiency, reduce manual errors, and provide valuable insights for better financial management.

To qualify for inclusion in the Other Finance & Admin category, a product must:

- Provide unique financial or administrative functionalities that do not fit into existing accounting & finance categories
- Offer features that enhance financial operations, such as document management, data conversion, and performance tracking





## Category Overview

**Total Products under this Category:** 611


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 1,100+ Authentic Reviews
- 611+ 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 Other Finance & Admin. Software At A Glance

- **Leader:** [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews)
- **Highest Performer:** [Paid](https://www.g2.com/products/paid/reviews)
- **Easiest to Use:** [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews)
- **Best Free Software:** [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews)


## Top-Rated Products (Ranked by G2 Score)
### 1. [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews)
  SaasAnt Transactions simplifies transaction management for QuickBooks (Online & Desktop) and Xero users. It helps businesses and accountants bulk import, export, modify, and delete thousands of transactions — eliminating manual data entry and reducing errors. Users can upload financial data from Excel, CSV, PDF, images, or IIF files and manage invoices, bills, expenses, payments, bank transactions, and more. SaasAnt also allows scanning receipts, bank statements, and checks directly into QuickBooks or Xero. With automation features like scheduled imports and integration with tools like email, FTP, and Zapier, SaasAnt Transactions keeps books accurate and up-to-date with minimal effort. Built for small businesses, accountants, and bookkeepers, SaasAnt combines ease of use with powerful bulk processing — helping users save time, improve accuracy, and simplify their bookkeeping.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 236

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.1/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [SaasAnt](https://www.g2.com/sellers/saasant)
- **Year Founded:** 2015
- **HQ Location:** Lewes, US
- **Twitter:** @SaasAntofficial (481 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/saasant/ (40 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Accountant
  - **Top Industries:** Accounting, Retail
  - **Company Size:** 67% Small-Business, 16% Mid-Market


### 2. [Oracle Financial Reporting Compliance Cloud](https://www.g2.com/products/oracle-financial-reporting-compliance-cloud/reviews)
  Use Financial Reporting Compliance Cloud Service to optimize controls within and outside your financial processes using an integrated solution as part of your Oracle ERP Cloud deployment


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.6/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (827,868 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 50% Mid-Market, 31% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Implementation Ease (2 reviews)
- Reporting (2 reviews)
- User Interface (2 reviews)
- Accessibility (1 reviews)

**Cons:**

- Poor Reporting (2 reviews)
- Difficult Learning (1 reviews)
- Difficult Setup (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)

### 3. [Motus BYO](https://www.g2.com/products/motus-byo/reviews)
  Motus BYO is a data-driven, configurable solution designed to help employers provide equitable reimbursements for the business use of employee-owned assets. Recognizing that traditional flat stipends and allowances often fail to account for the diverse roles, locations, and tools utilized by a mobile workforce, Motus BYO offers a tailored approach to reimbursement. By leveraging real-life data, the platform ensures that reimbursements accurately reflect local cost variations and individual job requirements, thereby optimizing company expenditures and enhancing employee satisfaction. Key Features and Functionality: - Customizable Reimbursement Programs: Employers can configure programs to include reimbursements for smartphones, tablets, broadband services, and home office expenses. - Accurate Cost Calculations: The platform calculates business-use rates by considering factors such as hardware depreciation, monthly service plans, state taxes, insurance, internet speed tiers, modem fees, and regional taxes. - Flexible Program Configurations: Motus BYO allows for varied reimbursement rates based on employee roles and usage patterns, ensuring fairness and accuracy. - Administrative Efficiency: The solution simplifies processes with intuitive reporting capabilities and configurable program controls, reducing administrative burdens. - Risk Mitigation: By providing data-driven reimbursements that reflect local cost differences and changes, Motus BYO helps employers mitigate compliance risks. Primary Value and User Solutions: Motus BYO addresses the challenges associated with managing a mobile workforce by offering a fair and transparent reimbursement system. It enables employers to optimize spending, gain operational efficiencies, attract and retain talent through equitable compensation, and mitigate risks associated with non-compliant reimbursement practices. Employees benefit from reimbursements that accurately reflect their business-related expenses, leading to increased satisfaction and productivity.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 76

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.4/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.6/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Motus, LLC](https://www.g2.com/sellers/motus-llc)
- **Year Founded:** 2004
- **HQ Location:** Boston, MA
- **Twitter:** @motusdotcom (4,681 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/703025/ (815 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance, Pharmaceuticals
  - **Company Size:** 79% Enterprise, 16% Mid-Market


#### Pros & Cons

**Pros:**

- Cost Saving (2 reviews)
- Ease of Use (2 reviews)
- Time Management (2 reviews)


### 4. [Symphony](https://www.g2.com/products/symphony-symphony/reviews)
  Symphony Communication software is designed for the financial services industry. There are 4 interconnected platforms; Messaging, Voice, Directory, Analytics. Symphony is trusted by over ½ million users and 1,000 institutions, including 10/10 of the world's largest investment banks. Symphony Messaging is an internal & external workplace chat app. The Federation feature enables off-channel messaging over WhatsApp, SMS, WeChat, and LINE, in compliance with financial industry requirements. The desktop and mobile app enables flexible working. Symphony Voice is the voice communication platform made for global finance. This includes the Cloud9 trader voice product which connects traders and trader-adjacent teams. The award-winning wireless turret phone alternative offers seamless deployment, rich features, in a fully cloud-native software as a service. The interconnected Symphony Directory feature enables you to search, find and contact financial counterparties in seconds.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 42

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.2/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Symphony.com](https://www.g2.com/sellers/symphony-com)
- **Year Founded:** 2014
- **HQ Location:** New York, NY
- **Twitter:** @Symphony (4,989 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/symphonycomm/ (794 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Software Engineer
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 76% Enterprise, 16% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Communication (5 reviews)
- Features (5 reviews)
- Customer Support (4 reviews)
- Helpful (3 reviews)

**Cons:**

- Missing Features (5 reviews)
- Expensive (3 reviews)
- Learning Curve (2 reviews)
- Connection Issues (1 reviews)
- Connectivity Issues (1 reviews)

### 5. [Quicken](https://www.g2.com/products/quicken/reviews)
  Quicken for Mac is a comprehensive personal finance management software designed to help users effectively oversee their financial lives. It consolidates various financial accounts—including checking, savings, credit cards, loans, investments, and retirement funds—into a single, user-friendly interface. This integration provides a holistic view of one's financial status, enabling informed decision-making and efficient financial planning. Key Features and Functionality: - Account Aggregation: Connects to over 14,000 financial institutions, allowing users to view all their accounts in one place. - Expense Tracking and Budgeting: Automatically categorizes transactions, tracks spending trends, and assists in creating and managing budgets with customizable categories and tags. - Investment Management: Offers tools to monitor investment portfolios, track performance by asset class or custom tags, and generate detailed investment reports. - Bill Management: Provides a centralized platform to track and pay bills, set up recurring payments, and receive reminders to avoid late fees. - Tax Preparation: Generates tax reports, including itemized deductions and capital gains, and allows data export to tax preparation software. - Mobile Accessibility: Syncs data across desktop and mobile devices, enabling users to manage finances on the go. Primary Value and User Solutions: Quicken for Mac simplifies personal finance management by offering a centralized platform to monitor and control various financial aspects. It addresses common challenges such as tracking expenses, managing budgets, overseeing investments, and preparing for tax season. By providing real-time insights and comprehensive tools, Quicken empowers users to make informed financial decisions, reduce debt, save towards goals, and achieve financial stability.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 75

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.8/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Quicken](https://www.g2.com/sellers/quicken)
- **Year Founded:** 2016
- **HQ Location:** Menlo Park, CA
- **Twitter:** @quicken (5,775 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10563290/ (291 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 79% Small-Business, 12% Mid-Market


### 6. [BharatPe](https://www.g2.com/products/bharatpe/reviews)
  Currently serving over 50 lakh merchants across 35 cities, the company has grown business 30x in 2019 and is a leader in UPI offline transactions, having processed 5 crore+ UPI transactions a month.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 16

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [BharatPe](https://www.g2.com/sellers/bharatpe)
- **Year Founded:** 2019
- **HQ Location:** Gurugram, Haryana, IND
- **Twitter:** @bharatpeindia (26,626 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/30181065 (25 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 63% Small-Business, 31% Enterprise


### 7. [PayTraQer](https://www.g2.com/products/paytraqer/reviews)
  PayTraqer streamlines your e-commerce business finances with ease and precision, allowing you to focus more on taking your business to the next level. By integrating Paytraqer with QuickBooks and Xero, effortlessly manage your e-commerce finances and online payments, track sales, inventory management, report generation, reconciliation, and tax compliance. Gain real-time insights and analytics with PayTraqer to ensure accurate, up-to-date, and organized financial records, empowering you to make informed decisions. Seamlessly sync your payments and sales from your existing e-commerce platforms like Shopify, amazon, woo commerce, Ecwid, eBay, and online payment gateways such as Stripe, PayPal, Square, Authorize.net, Clover, Pin payments, Braintree, and amazon pay to QuickBooks or Xero. Experience exceptional customer support offered by SaasAnt’s dedicated customer support team. We're committed to your success and provide prompt assistance whenever you need it. Join the countless businesses that use PayTraqer to streamline their accounting operations and achieve financial excellence and business growth. Elevate your e-commerce business to unparalleled heights with PayTraqer. Experience the seamless streamlining of your finances with unparalleled precision, freeing up valuable time for you to wholeheartedly dedicate yourself to propelling your business to new realms of success.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.7/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.9/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [SaasAnt](https://www.g2.com/sellers/saasant)
- **Year Founded:** 2015
- **HQ Location:** Lewes, US
- **Twitter:** @SaasAntofficial (481 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/saasant/ (40 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Accounting
  - **Company Size:** 80% Small-Business, 6% Mid-Market


### 8. [FinQuery Contract Management](https://www.g2.com/products/finquery-contract-management/reviews)
  Contract Management Built for Finance and Accounting Simplified Contract Management. An AI-enabled, central repository to track recurring vendor contracts. Auto-generate cash flow forecasts and prepaid and accrual accounting. Automated Alerts. Proactive renewal alerts created automatically upon contract entry. Set custom alerts for opt-out dates, tasks due, key clauses, and more. Accelerated Close. Automated accounting for prepaid and accrued expenses. Eliminates tedious spreadsheets, ensures accuracy, and simplifies audit and reconciliation processes.


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

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [FinQuery, LLC](https://www.g2.com/sellers/finquery-llc)
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @finquery_tech (679 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/finquery/ (233 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Broadcast Media
  - **Company Size:** 83% Mid-Market, 17% Small-Business


### 9. [Wands for SAP](https://www.g2.com/products/insightsoftware-wands-for-sap/reviews)
  Finance teams frequently need to query SAP data to answer ad hoc questions. However, SAP data structures are complex; understanding them requires significant expertise, and tools like Report Painter require technical knowledge to use them. This leaves finance teams dependent on scarce IT skills to create and modify reports, resulting in delays and frustration. Remove your IT dependency with Wands for SAP from insightsoftware. Empower business users to create their own refreshable and drillable reports, with flexible layouts, against SAP Business Suite (ECC) and S/4HANA. Put Business Users in Control of Their SAP Reporting Solution Remove your IT dependency. Empower business users to create their own refreshable and drillable reports, with flexible layouts, against SAP Business Suite (ECC) and S/4HANA. Built-in understanding of SAP data and financial intelligence combine to present business users with an intuitive interface in which they can create custom reports, in minutes, without requiring technical knowledge. Tackle All of Your SAP Financial and Cost Center Reporting Needs Access real-time data to support month-end closing needs and cost control. Create accurate, up-to-date, consolidated reports across multiple cost and profit centers. Refresh period-on-period analysis reports in seconds without relying on stale data exports. Format income statements, balance sheets, and other reports exactly how you want. Report against fields from different modules and drill into combined data for more insightful financial and cost center reporting. Reduce the Effort Required to Prepare Analysis and Reports Shrink reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Eliminate the need for time-consuming manual data exports to Excel pivot tables. Refresh reports and run ad hoc account inquiries at any time during the month for interim reporting or to investigate variances on an ongoing basis, not just at month end. Speed up analysis with live drilldowns from summary data to transaction level to identify and resolve reconciliation and data integrity issues. See SAP Reporting Results Fast Enjoy a quick win for finance with rapid installation and fast user adoption, thanks to an intuitive user interface, easy data integration, tight integration with SAP security, and self-help systems that enable business users to start answering questions and building reports from day one.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Ease of Use:** 9.3/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.6/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware (803 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 25% Mid-Market


### 10. [Paid](https://www.g2.com/products/paid/reviews)
  Paid is a modern billing automation platform for small and large businesses alike.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 24

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.5/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Auction Mobility](https://www.g2.com/sellers/auction-mobility)
- **Year Founded:** 2014
- **HQ Location:** Boston, Massachusetts
- **LinkedIn® Page:** https://www.linkedin.com/company/auction-mobility/ (21 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 35% Small-Business, 23% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (6 reviews)
- Implementation Ease (5 reviews)
- User Interface (5 reviews)
- Billing Management (4 reviews)
- Ease of Use (4 reviews)

**Cons:**

- Slow Performance (3 reviews)
- Difficult Setup (2 reviews)
- Limited Functionality (2 reviews)
- Not Intuitive (2 reviews)
- Outdated Design (2 reviews)

### 11. [Kabbage](https://www.g2.com/products/kabbage-kabbage/reviews)
  Put your Salesforce data "under management" with unified, trusted data connected to every field on every record.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.5/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Kabbage](https://www.g2.com/sellers/kabbage)
- **Year Founded:** 2009
- **HQ Location:** Atlanta, US
- **Twitter:** @KabbageInc (24,063 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/kabbage-american-express (115 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 73% Small-Business, 27% Mid-Market


### 12. [CCH Intelliconnect](https://www.g2.com/products/cch-intelliconnect/reviews)
  Intelliconnect is a research platform that provides the tools and answers you need to help manage workflow and efficiency.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,825 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®)
- **Ownership:** AMS:WKL

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 50% Enterprise, 33% Small-Business


### 13. [Khatabook](https://www.g2.com/products/khatabook/reviews)
  Khatabook is a digital ledger application designed to simplify financial management for micro, small, and medium-sized enterprises (MSMEs) in India. Launched in 2018, it enables businesses to record and track transactions, manage credit, and oversee various accounting tasks with ease. The app has been downloaded over 50 million times and supports 13 languages, reflecting its widespread adoption and effectiveness in transforming traditional bookkeeping practices. Key Features and Functionality: - Customer Ledger Accounts: Create and manage customer and supplier accounts to keep track of all transactions. - Transaction Recording: Add credit, debit, notes, and attachments for every entry, ensuring comprehensive financial records. - Payment Reminders: Send automated reminders via SMS or WhatsApp to notify customers of pending payments, facilitating timely collections. - Reports & Statements: Generate detailed reports in PDF and Excel formats to analyze business performance. - Invoicing: Create and send professional invoices to customers, streamlining the billing process. - Inventory Management: Track stock levels and receive low-stock alerts to manage inventory efficiently. - Expense Tracking: Monitor and categorize business expenses to maintain accurate financial records. - Multi-Business Support: Manage multiple businesses within a single app, providing flexibility for entrepreneurs with diverse ventures. Primary Value and User Solutions: Khatabook addresses the challenges faced by MSMEs in managing their financial transactions by digitizing traditional bookkeeping methods. By offering a user-friendly, mobile-first platform, it empowers small business owners to: - Enhance Efficiency: Automate routine tasks such as transaction recording and payment reminders, reducing manual effort and errors. - Improve Cash Flow: Facilitate timely collections through automated reminders and easy tracking of outstanding balances. - Gain Financial Insights: Access detailed reports and analytics to make informed business decisions. - Expand Financial Services: Access tailored financial products like business loans, leveraging transaction history to offer quick and transparent credit solutions. By integrating these features, Khatabook simplifies business operations, enabling MSMEs to focus on growth and sustainability in a competitive market.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Khatabook](https://www.g2.com/sellers/khatabook)
- **Year Founded:** 2018
- **HQ Location:** Bengaluru, Karnataka 560102, IN
- **Twitter:** @Khatabook (7,537 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/khatabook/ (779 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 80% Small-Business, 13% Mid-Market


### 14. [Fixed Assets CS](https://www.g2.com/products/fixed-assets-cs/reviews)
  Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups, locations, types, divisions, and other associations.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters (150,462 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,465 employees on LinkedIn®)
- **Ownership:** NYSE:TRI

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 45% Mid-Market, 36% Enterprise


### 15. [Amazing Marvin](https://www.g2.com/products/amazing-marvin/reviews)
  Amazing Marvin is a highly customizable task management and daily planning application designed to enhance productivity and reduce procrastination. By integrating principles of behavioral psychology, it offers a personalized approach to organizing tasks, projects, and goals, catering to the unique needs of each user. The platform combines various productivity tools into a single interface, allowing users to manage their to-do lists, calendars, habits, and more, all in one place. Key Features and Functionality: - Master List: Organize tasks and projects with unlimited nested categories, ensuring a structured and comprehensive overview of all responsibilities. - Daily Planner: Focus on daily to-do lists, promoting a one-day-at-a-time approach to task management. - Calendar Integration: Sync events and tasks with external calendars, facilitating seamless scheduling and time management. - Recurring Tasks & Projects: Set tasks to automatically appear on designated days, streamlining routine activities. - Built-in Timers: Utilize integrated Pomodoro and sand timers to enhance focus and productivity during work sessions. - Habit Tracking: Monitor and develop positive habits alongside task management. - Time Blocking: Plan the week by allocating specific time slots to different activities, optimizing time usage. - Super Focus Mode: Display one task at a time to minimize distractions and maintain concentration. - Procrastination Count: Track the duration of procrastination on tasks to identify and address productivity bottlenecks. - Customizable Features: Tailor the application to individual workflows by enabling or disabling specific features, ensuring a personalized user experience. Primary Value and User Solutions: Amazing Marvin addresses common productivity challenges by offering a flexible and user-centric platform that adapts to individual preferences and work styles. Its emphasis on daily planning and task organization helps users reduce overwhelm and focus on immediate priorities. The integration of behavioral psychology principles aids in overcoming procrastination, fostering better work habits, and enhancing overall efficiency. By consolidating various productivity tools into one application, it eliminates the need for multiple platforms, streamlining the management of tasks, calendars, and goals. This holistic approach empowers users to take control of their schedules, improve time management, and achieve their objectives more effectively.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 18

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.9/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Amazing](https://www.g2.com/sellers/amazing)
- **Year Founded:** 2015
- **HQ Location:** Baar, Zug
- **LinkedIn® Page:** https://www.linkedin.com/company/amazing-views-photo-&-adventure-tours-gmbh/ (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 78% Small-Business, 11% Enterprise


### 16. [SAS Credit Scoring](https://www.g2.com/products/sas-credit-scoring/reviews)
  Quickly develop, validate, deploy and track credit scorecards in house, while minimizing model risk and improving governance. We've combined award-winning data management, data mining and reporting capabilities in a powerful credit scoring solution that is faster, cheaper and more flexible than any outsourcing alternative.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 7.8/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware (61,004 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1491/ (18,238 employees on LinkedIn®)
- **Phone:** 1-800-727-0025

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 64% Small-Business, 29% Enterprise


### 17. [ProperConvert app](https://www.g2.com/products/properconvert-app/reviews)
  Finally, the solution to import your transactions. Convert CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QBO/QFX/OFX, QIF, IIF, CSV/Excel and import into QuickBooks, Quicken, Xero, and others 2021, 2020, 2019. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 107

**User Satisfaction Scores:**

- **Ease of Use:** 8.4/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.5/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [ProperSoft](https://www.g2.com/sellers/propersoft-712079ee-2c6a-4bd0-98f7-61ba5f1eaef4)
- **Year Founded:** 2015
- **HQ Location:** Whitby, Ontario
- **Twitter:** @propersoft (336 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/propersoft/ (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Accounting, Information Technology and Services
  - **Company Size:** 83% Small-Business, 10% Mid-Market


### 18. [Buxfer](https://www.g2.com/products/buxfer/reviews)
  Buxfer is a powerful budgeting application built for power users who demand control and flexibility from their finance app. Buxfer brings budgeting, forecasting, investments. and retirement planning together, all at one secure place. With Buxfer, you can see all your accounts at one place, understand where your money goes, reduce unwanted spending, and save for future goals.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 30

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.7/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Buxfer](https://www.g2.com/sellers/buxfer)
- **HQ Location:** United State
- **Twitter:** @buxfer (1,541 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/buxfer/about (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 100% Small-Business


### 19. [Aibidia](https://www.g2.com/products/aibidia/reviews)
  Aibidia is a fintech company providing AI-powered transfer pricing management solutions to multinational corporations. Aibidia's platform automates complex calculations, risk assessments, and scenario modeling, helping companies optimize their tax strategies and ensure compliance. The company serves over 100 multinational clients with an average revenue of €7 billion.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.6/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Aibidia](https://www.g2.com/sellers/aibidia)
- **Year Founded:** 2018
- **HQ Location:** Helsinki
- **Twitter:** @aibidialive (32 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/aibidia (107 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 64% Enterprise, 27% Mid-Market


### 20. [AutoEntry](https://www.g2.com/products/autoentry/reviews)
  AutoEntry is the market-leading data automation tool for accounting, with offices worldwide. Extract data automatically. Publish through to all major accounting software. Make time savings of up to 90% compared to manual data entry, while increasing accuracy, too. No contract required. — Ease of use: Scan or email receipts, invoices, statements and more. — Mobile app: Take snaps of paperwork using your mobile phone. If you can take a selfie, you can use the AutoEntry app! — Fair & flexible pricing: No contract required. Cancel whenever you want. No hidden charges. — Integrations: Publish the data through to all major accounting software—including Xero, Sage and QuickBooks. — No limitations: Unlimited companies and users. All features from day #1. — Get going in minutes, easy to use: Seamless integration with your existing accounting software. — Auto-publish: Regular items can be automatically published to accounting—just scan or snap, and go! — Partner Programme: Accountant and bookkeeper clients get 50% off for the first 6 months. You can earn credits, cash back or charity contributions.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Ease of Use:** 8.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.6/10 (Category avg: 8.9/10)
- **Quality of Support:** 7.4/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [AutoEntry](https://www.g2.com/sellers/autoentry)
- **Year Founded:** 2009
- **HQ Location:** Dublin 18, Dublin
- **Twitter:** @AutoEntry (2,673 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/autoentry (30 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 73% Small-Business, 27% Mid-Market


### 21. [SureShotFX](https://www.g2.com/products/sureshotfx-sureshotfx/reviews)
  Effortless, Automated Trading Solutions | Best Forex Trading Signals Provider SureShotFX is an advanced trading solutions provider that offers accurate real-time Forex, Gold, and Indices trading signals to empower traders worldwide. Whether you are a newbie or an experienced trader, SureShotFX has reliable and efficient trading solutions for everyone. Its main goal is to enhance traders' profitability through expert-tailored trading strategies and innovative technology. Services: Forex VIP Signals Gold VIP Signals Indices VIP Signals Combo Signal Offer Telegram Support: https://t.me/ssf\_adminbot Our Products: SureShotFX Algo: Transform your trading with SureShotFX’s Algo Trading, leveraging advanced algorithms for automated, precise market analysis and execution. SureShotFX Guardian: Safeguard your investments with SureShotFX Guardian, an advanced Drawdown EA that manages risks and limits potential losses for a secure trading SSF Copier: To automatically copy sureshotfx signals and execute trades 24/7, faster & smarter SureShot Reaven: The ready-to-use indicator for TradingView Pip Calculator: THe best and easy-to-use pip calculator to auto-calculate pips and your profit Lot SIze Calculator: SureShotFX Lot size calculator lets you calculate the lost size for every trade efficiently.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 6.7/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [SureShotFX](https://www.g2.com/sellers/sureshotfx)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 13% Small-Business


### 22. [DocuWiz](https://www.g2.com/products/docuwiz/reviews)
  Effective Asset Management


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.9/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 7.8/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [Softwareshack](https://www.g2.com/sellers/softwareshack)
- **HQ Location:** United Kingdom
- **LinkedIn® Page:** https://www.linkedin.com/company/the-software-shack-ltd./about (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 60% Small-Business, 30% Enterprise


### 23. [Broadridge Advisor Portal](https://www.g2.com/products/broadridge-advisor-portal/reviews)
  Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit broadridge.com/advisor Emerald Connect and Forefield are now Broadridge Advisor Solutions.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 8

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge (6,490 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (16,828 employees on LinkedIn®)
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 63% Small-Business, 25% Enterprise


### 24. [Accruer](https://www.g2.com/products/accruer/reviews)
  Accruer is FinOptimal's most popular QuickBooks Online app. Accruer simplifies accrual accounting down to a simple phrase: "for the period." Just write "for the period" in QuickBooks Online, or your favorite app that integrates with QuickBooks Online, and Accruer works in seconds to account for your transactions on an accrual basis. Let's say you prepaid a 12 month insurance bill? Just write "for the period [date] to [date]" and Accruer will perfectly amortize it across those dates, and will automatically create a backup file for you to reconcile against or share with an auditor. Accruer works like magic for: - deferred / unbilled revenue - prepaid / accrued expenses - payroll accruals - fixed asset depreciation Accruer eliminates the need for manual journal entries, clunky spreadsheets, and messy clean-up projects. It works seamlessly around locked periods so you can adjust accruals on the fly without any fear of restating your closed financial periods.


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

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.2/10 (Category avg: 8.9/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [FinOptimal](https://www.g2.com/sellers/finoptimal)
- **Year Founded:** 2014
- **HQ Location:** Houston, US
- **LinkedIn® Page:** https://www.linkedin.com/company/finoptimal/ (12 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 100% Small-Business


### 25. [DashBook](https://www.g2.com/products/dashbook/reviews)
  Royalty accounting software for books, music, film, jewelry,.... You can now experience the best royalty management software at such a very low price with no monthly fees.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 6

**User Satisfaction Scores:**

- **Ease of Use:** 7.2/10 (Category avg: 8.8/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [DashBook](https://www.g2.com/sellers/dashbook)
- **HQ Location:** Paris, FR
- **Twitter:** @DashBook (414 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/72079667 (47 employees on LinkedIn®)

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




## Parent Category

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