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2 Financial Services Software Reviews
4.8 out of 5
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YC
yonghui C.
Tax Associate
Small-Business(50 or fewer emp.)
AI
Verified User in Insurance
Small-Business(50 or fewer emp.)
What do you like best about Financial Services Software?
It's helped us consolidate our communication and management to a single application, rather than having multiple systems for multiple things. One of the things I like best is the prospecting database. It saves me from buying data lists, and my agents always have calling and marketing lists to work with, that they can get on their own without me distributing anything. ARC is very easy to use, takes virtually no set-up, other than transferring your current book of business to the database. They even helped us import and set up our client database, though, so there was very little work on our part for that. The company is very responsive to suggested changes, and implements really quickly. They're also very personable, and the owner is right out front engaging with agents. Pricing is great compared to similar systems, which charge more for less, and most aren't industry-specific. Review collected by and hosted on G2.com.
What do you dislike about Financial Services Software?
There's some manual entry of commission data, but that seems to be the case with every system. There's no direct Outlook integration right now, but there is Google, which is what we use. Review collected by and hosted on G2.com.
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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.
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PayTraQer is a Powerful Automation Tool that Syncs your Online Payments from Paypal, Stripe and Square with QuickBooks.
Product Features:
• Robust PayPal, Stripe & Square Integration with QuickBooks
• Itemized PayPal, Stripe, Square sync with QuickBooks
• Instant Rollback of synced data for complete control
• Unlimited Historical Transactions Sync
• Advanced payments Analytics for your business
Product Description:
Robust Integration with Payment Processors - PayPal,Stripe & Square
PayTraQer offers a rich integration of QuickBooks with PayPal, Stripe and Square to sync your Sales, Fees, Expense data more quickly and accurately.
QuickBooks Analytics
Access all the information on one screen, that you need from PayPal, Stripe and Square so you can sell more effectively
Powerful QuickBooks Sync Settings
Get as granular as you like and fine-tune your payment data before importing to QuickBooks.
Sales & Expenses Sync
Sync your Invoices,Payments,Refunds & Expenses from all your Payment Processors to QuickBooks.
Itemized Sync
Sync detailed information like Products,Services , Discounts ,Customers & Vendors from Payment Systems.
Fees, Tax, Multi-Currency Ready
Transfer fees, tax and multi-currency data to QuickBooks easily and accurately.
Supported Transactions and Lists:
Transactions
• Sales
• Fees
• Expense
• Refunds
• Reconcile
History
• Complete Payments History
• Filter & Import
UI Interface
• Simple Interface
• Intuitive Workflow
• Powerful Classification
Analytics
• Sales Report
Sync Results
• Complete Sync Overview
• Audit
Sync Settings
• Sales
• Fees
• Expense
• Pay-outs
• Product / Service
• Tax
