Actuarial Software

Some of the accounting terms still feel a bit heavy. Setting things up the way my accountant wanted took some trial and error. Occasionally, the reconciliation suggestions aren’t perfect, especially with partial payments, so I have to double-check. Review collected by and hosted on G2.com.

It keeps my finances in one place and makes year-end prep much easier. I can clearly see who’s paid, what’s outstanding, and how much I’ve actually made. For a solo freelancer, it fits well without feeling overcomplicated. Review collected by and hosted on G2.com.

It seems to me that there should be more connectivity with other third parties, for example, with banks, in order to have updated information every day to reconcile accounts more easily. Review collected by and hosted on G2.com.

Sage Intacct automates accounting tasks, reduces manual entry, facilitates report generation, and speeds up invoice creation for clients. Review collected by and hosted on G2.com.

Sometimes, if there's a feature that doesn't work with NetSuite, it can take ages for them to address it with an enhancement because not a lot of customers may want it. Sometimes, there's no workaround, and these enhancement requests can stay in the NetSuite world for ages. Review collected by and hosted on G2.com.

NetSuite consolidates multi-subsidiary accounts quickly, saving two days at month-end. Its 100% cloud-based system allows for real-time financial balance sheet access and is easily customizable to different business needs. Review collected by and hosted on G2.com.

Some of the standard reports in the system feel lackluster, and I find it difficult to get meaningful data out of the Planning tool without having to massage the data first. I also don’t like that when I use tasks on projects, those tasks don’t flow through to the GL reports, which feels like a major oversight. Review collected by and hosted on G2.com.

Unanet helped us transition away from Quickbooks, which wasn’t well positioned to support a services-based government contractor of our size. It made project cost tracking and reporting much more seamless, and it also helped facilitate the cost segregation we needed to better support our rate structures. Review collected by and hosted on G2.com.

The richness of the product requires more serious support from Acumatica that we seem to have difficulty accessing, at times. We currently use Acumatica as our VAR, and they have structural issues that have led to a negative experience. The transition from Sage 100 was initially painful, taking 3 years to convert. Challenges came from end user non-participation and lack of serious commitment. Review collected by and hosted on G2.com.

Acumatica supports our business from lead management to payment collection. It's flexible and easy to use yet robust, and it lets us adapt to market demands in a functionally correct manner. Review collected by and hosted on G2.com.

The support experience can be quite inconsistent. At times, I connect with someone who immediately understands the problem and resolves it quickly. However, there are also occasions when I end up spending a long time being passed from one agent to another, with no quick resolution in sight. Review collected by and hosted on G2.com.

Lacerte offers features such as the 1040 Tax Planner and Analyzer, which enable tax professionals to estimate future tax liabilities across different scenarios. With these tools, professionals can engage in proactive tax planning and provide clients with strategic advice that may result in tax savings. Review collected by and hosted on G2.com.

The main downside is the cost. The per-return pricing can accumulate rapidly, particularly during the busy filing season. While I find it manageable for my own workflow, firms handling a larger volume of returns might find the expense to be a significant challenge. The interface, although it gets the job done, could benefit from a more modern and user-friendly design. At times, it feels like the system hasn’t evolved to match the standards of more current SaaS platforms. Review collected by and hosted on G2.com.

Cloud Accessibility: Since the platform is cloud-based, I no longer have to worry about installing software locally, handling updates, or being restricted to a single computer. This greatly enhances my mobility and keeps my workflow adaptable.

Integration with QuickBooks Online: The seamless connection with QBO streamlines tax client invoicing, eliminating the need for duplicate data entry and minimizing the chance of errors.

Integration with Advisory Tools: Direct integration with tax advisory software allows me to provide both compliance and advisory services without the hassle of switching between different platforms.

Pricing Flexibility: Although the per-return pricing model can be costly, it eliminates the burden of upfront expenses. I only pay when I file, which aligns perfectly with my just-in-time purchasing strategy.

Accuracy & Reliability: The software ensures that tax filings are accurate and compliant, which helps reduce the risk of mistakes that could result in penalties or dissatisfied clients.

How This Benefits Me:

Efficiency: Having invoicing, advisory, and filing capabilities within a single ecosystem saves me significant time.

Cost Control: I avoid hefty subscription fees and can match my expenses directly to client work.

Mobility: The ability to work from anywhere enhances my responsiveness to clients and supports business continuity.

Client Confidence: Accurate filings and smooth integrations help build trust and credibility with my clients.

Focus on Value: By eliminating technical hassles, I am able to focus more on delivering strategic tax and advisory services, rather than dealing with software management. Review collected by and hosted on G2.com.

- A lot of the material in the Learning Hub and help documentation is outdated. Trying to follow the steps is often guesswork as they no longer relate to the current system

- it seems that sharing ideas to the Idea Portal is of no use. There are many great ideas that seem to be simple fixes but have been sitting there for literal years.

- known defects within the system take a long time to be resolved

- invoice template editor isn't user friendly, also there is no ability to edit number of decimal places for percent complete Review collected by and hosted on G2.com.

Consolidation of multiple programs into one source

User friendly interface

Replacing archaic software Review collected by and hosted on G2.com.

They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. Review collected by and hosted on G2.com.

Do it! Review collected by and hosted on G2.com.

Visibility, controls, extremely long close, organization, dysfunctional excel checklist, and recons being done ad hoc are all the main problems we were solving for with our implementation of FloQast. Both times putting in FloQast, we have been able to drastically shorten close and ensure the financials are more accurate than we ever were before. Review collected by and hosted on G2.com.

QuickBooks Online has deliberately removed the ability to print IRS-compliant 1099 forms with boxes, a feature that existed for years and is still required for many established workflows.

There is no technical limitation here — the data exists, but the form layout is intentionally suppressed to push users into paid e-filing. This forces businesses and accounting firms to either pay extra, manually re-enter data into IRS PDFs, or use third-party services.

This is a clear regression, not an improvement. It increases cost, wastes time, introduces error risk, and creates unnecessary compliance confusion. Removing core functionality to coerce add-on purchases undermines trust in the platform.

If you rely on predictable, standards-based accounting workflows, be aware that QuickBooks can and will remove them without notice. Review collected by and hosted on G2.com.

None. I plan to switch after tax season Review collected by and hosted on G2.com.

A few workflows could be even more streamlined, but overall things work well. Integrations are improving quickly, and the support team is excellent whenever we need guidance. Review collected by and hosted on G2.com.

"Managing multi-year SaaS and usage-based contracts

Automating revenue recognition (subscriptions, minimum commitments, usage)

Invoicing customers and managing credits/memos

Tax compliance and Avalara sync

Accounts payable and accounts receivable aging reconciliation

Payment collection via Stripe integration

Rillet helps us stay GAAP compliant by structuring minimum usage commitments properly and reduce manual reconciliation with our different revenue streams Review collected by and hosted on G2.com.

Nothing as such. It's an amazing product. Review collected by and hosted on G2.com.

If you want hassle free cloud finance management along with features that can help in managing your business, then accoxi is the right choice Review collected by and hosted on G2.com.

Multiple solutions combined in one product which includes accounting, cloud, e-commerce, document management and much more. It's a single point for multiple needs. Review collected by and hosted on G2.com.

Nothing to add here as I found the platform to be very intuitive and user friendly. Team has been prompt with their assistance. Review collected by and hosted on G2.com.

Our company facilitates peer-to-peer lending and we are perhaps the largest in the country. So naturally we handle a large number of transactions on a daily, weekly and monthly basis. This leads to a lot of data being generated. To manage and reconcile this data, we are using Kosh. The platform has features like monitoring unresolved transactions and generating customs reports which my team and I find extremely beneficial. Review collected by and hosted on G2.com.

I have yet to experience a downside of using Campfire. Review collected by and hosted on G2.com.

Consolidating and reporting multiple legal entities with numerous currencies was a headache, and expensive, in Netsuite. Campfire makes it easy and fun! Additionally, Campfire has a dashboard with KPIs that are relevant to my business that I can actually trust. This makes internal and external reporting much easier and less stressful. Review collected by and hosted on G2.com.

There isn’t much to complain about, though I have noticed that loading larger datasets can occasionally take a bit of time, but that's normal for any software! Review collected by and hosted on G2.com.

DualEntry helps us keep our project and financial records consistent between different systems. Before using it, we had to manually enter the same data in multiple places, which often led to errors or missing information. Now, everything updates automatically, so our job costs, invoices, and reports stay accurate and up to date. It saves us a lot of time and helps us avoid confusion between the office and the field. Overall, it’s made our workflow smoother and a lot more reliable. Review collected by and hosted on G2.com.

Being on the Cloud has limited us because we don't have access to Cognos tools we had when on-premises. Some of the operations can take longer than if we were locally hosted. Review collected by and hosted on G2.com.

If you are looking at your first ERP, think long term. Cutting corners to save some money will cost you more in the long run when you find you have to upgrade to Costpoint; many cheaper systems do not handle the data in the way necessary to meet the requirements for government contractors. Review collected by and hosted on G2.com.

We are able to do a lot of automation which reduces the workload on our employees. This has enabled us to take on a larger workforce without having to hire more support staff as many of the manual processes we performed in the past are now being handled by the automation. Review collected by and hosted on G2.com.

the inability to do FIFO from a simple csv upload like many other softwares do, BUT even the negative is a positive as they got me in touch with their development team so we can find a solution, so hard to constitute that as a negative Review collected by and hosted on G2.com.

the ability to have everything in one place, prior to that, in order to pull all the correct "fees" from Amazon, that required a a A2X integration and subscription between Amazon and QB online. That was so much work and so many things went wrong all the time, and no one wants to waste time in marlaky. We also had a accountant on top of that, so it was just ridiculous, and that is the case for all e-commerce companies at scale. Finaloop completely solved that stomach turning issue. Review collected by and hosted on G2.com.

Although FreshBooks does a great job with ease of use, the reporting features could be more advanced for those who want deeper insights into financial trends. I’d also like a bit more flexibility when customizing invoices and dashboards. Additionally, the cost may feel high for freelancers or very small businesses on a tight budget. Review collected by and hosted on G2.com.

FreshBooks helps me save time by simplifying invoicing, expense tracking, and payment collection all in one place. Instead of juggling spreadsheets or multiple tools, I can manage client billing, track time, and stay on top of cash flow quickly and accurately. It reduces errors, keeps everything organized, and ensures I get paid faster. This efficiency lets me focus more on growing my business instead of being stuck in administrative tasks. Review collected by and hosted on G2.com.

I maybe have some reservations about how the reports are currently being presented. It would be beneficial if there were improvements in the presentation of reports, particularly with the inclusion of tutorials or features that cater to specific needs such as manufacturing accounts. Review collected by and hosted on G2.com.

I handle many clients and manage invoicing efficiently without worrying about backups due to online backup and convenient reconciliation features, enhancing my accounting process. Review collected by and hosted on G2.com.

While TaxStar is a great tool overall, one area that could be improved is the system speed and responsiveness at times, especially when handling large files or navigating between modules. Additionally, more customization options and user-friendly guides for new users would be helpful to further enhance the experience. Review collected by and hosted on G2.com.

TaxStar helps solve several challenges related to tax compliance and reporting. It streamlines VAT and Corporate Tax preparation, improves accuracy in filings, and centralizes data in one platform—making the entire tax process more efficient and organized.

However, one issue is the delayed rollout of some important feature updates, which can occasionally affect workflow and limit full utilization of the system. Despite this, the software still provides significant value by saving time and reducing manual errors in our day-to-day tax work. Review collected by and hosted on G2.com.