Perfios
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Perfios
By Perfios Software Solutions
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3.5 out of 5 stars
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Perfios Reviews & Product Details

Editadmin
Verified User in Insurance
UI
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Perfios?

I have been working with Perfios for their delivery on Pre-issuance verification check project to comply with the regulation on life insurance. Their delivery meets expectations and I appreciate their consistent and continuous improvements basis client feedbacks. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

As a client outside of India, I would expect Perfios to communicate their public holidays in advance and ensure the business continuity Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

Pre-issuance verification check Review collected by and hosted on G2.com.

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Perfios Overview

Editedit
What is Perfios?

Perfios Software Solutions is India’s largest SaaS-based B2B fintech software company enabling 900+ FIs to take informed decisions in real-time. Headquartered in Mumbai, India, Perfios specializes in real-time credit decisioning, analytics, onboarding automation, due diligence, monitoring, litigation automation, and more. Perfios core data platform has been built to aggregate and analyze both structured and unstructured data and provide vertical solutions combining both consented and public data for the BFSI space catering to their stringent Scale Performance, Security, and other SLA requirements.

Perfios Details
Discussions
Perfios Community
Languages Supported
English, Hindi
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Seller Details
Seller
Perfios Software Solutions
Year Founded
2008
HQ Location
Bangalore, IN
LinkedIn® Page
www.linkedin.com
1,317 employees on LinkedIn®
Vigil V.
VV
Overview Provided by:
Vigil Viswanathan

Recent Perfios Reviews

Rishi T.
RT
Rishi T.Mid-Market (51-1000 emp.)
2.0 out of 5
"Even the free version is quite easy to use and has a lot of features!"
- Clean , minimalist design - Comprehensive features for budgeting and financial planning - Ability to sync credit cards and bank accounts into ...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
1.5 out of 5
"Decent product, but terrible customer support"
Large List of products, with good amount of use cases
Read more
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"OCR for bill digitization"
The product being offered is extensive and not limited to specific features as it continues to evolved over time. Perfios able to adapt to the mark...
Read more
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0 people requested security information

Perfios Media

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5 out of 6 Total Reviews for Perfios

3.5 out of 5
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5 out of 6 Total Reviews for Perfios
3.5 out of 5
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5 out of 6 Total Reviews for Perfios
3.5 out of 5
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Rishi T.
RT
Associate Product Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
What do you like best about Perfios?

- Clean , minimalist design

- Comprehensive features for budgeting and financial planning

- Ability to sync credit cards and bank accounts into your dashboard Review collected by and hosted on G2.com.

What do you dislike about Perfios?

- Not much to dislike except the occasional bugs

- Some features are useless Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

- Personal finance was quite convenient with perfios.

- My entire budgetting was done was done with Perfios and Excel

- The ability to link bank accounts provided a holistic view of my spending Review collected by and hosted on G2.com.

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Verified User in Banking
UB
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Perfios?

Large List of products, with good amount of use cases Review collected by and hosted on G2.com.

What do you dislike about Perfios?

Arrogant support and rarely available post purchase, expensive, not customisable Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

Perfios has certainly helped streamline financial data aggregation and simplified credit decisioning for electronic documents. However, there are some key issues that have caused recurring frustrations:

Limited Capability with Scanned Documents, Complex Setup and Integration Slow Updates, Limited International Reach Review collected by and hosted on G2.com.

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Linh N.
LN
Head Of Engineering & Architecture
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Perfios?

I have worked with Perfios in one digital project to enable self-verifying insurance benefit for life insurance using e-KYC technology. The professional level and the commitment in improving the product really impress me. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

Maybe Vietnamese language barrier is challenging when working with Vietnamese users Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

e-KYC and pre issuance verification process Review collected by and hosted on G2.com.

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Helpful?
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Verified User in Insurance
AI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Perfios?

The product being offered is extensive and not limited to specific features as it continues to evolved over time. Perfios able to adapt to the market change and provide solution that fits business needs. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

There is none in specific but perhaps more on the costing wise as it was due the extensive solution that being offered. Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

Process efficiency and cost saving. Review collected by and hosted on G2.com.

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KV
Full Stack Engineer
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Perfios?

The most helpful thing about Perfios is that the bank login and data aggregation are faster, which makes it the most reliable for customers. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

The categorizing of payment is very poor. It does not have a manual account adding and aggregation feature. The UI and error handling is not customizable. It does have a high upfront cost to get the API. Review collected by and hosted on G2.com.

What problems is Perfios solving and how is that benefiting you?

We used Perfios for getting live bank feed which is used for the bank reconciliation process for the finance app. It helps the customer from uploading the bank statement on a daily basis. Review collected by and hosted on G2.com.

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