Business Management Software

Typically, Business Management is a capability of a variety of other G2 Software categories. See more below to select the

best Business Management Software.

Business management software helps companies manage all of their operations, products, and workflows in one place. Users can centralize information on projects for simple, easy access. Companies most often use business management software to consolidate applications used to collaborate on projects, update team members, and manage activities. Features of this software include task management, time management, file management, collaboration, and progress tracking.
Freshdesk

Freshdesk

(3,498)4.4 out of 5

Freshdesk

(3,498)4.4 out of 5

Freshdesk is a cloud-based helpdesk software that streamlines customer conversations across multiple channels including email & phone. It enables faster collaboration with you

Top Business Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Shared Inbox, Conversational Support, Complaint Management, Social Customer Service


Jenny P.
JP
(Original )Information
“Efficient and Seamless Customer Support with Freshdesk”
What do you like best about Freshdesk?

I appreciate Freshdesk's interface and powerful automation features that simplify our work on customer support and payment support-related ticket management and Freddy improves our responses and Canned responses save time. Its Freshdesk's multi-channel support allows seamless email, chat, and social media communication, ensuring consistent customer service. The analytics and reporting tools are already some reports are predefined we need to update them according to our use. The reports provide valuable insights to optimize team performance and CSAT helps improve customer satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Freshdesk?

One drawback of Freshdesk is that its advanced features can be complex to set up and may require additional training for the team. Additionally, the mobile app has limited functionality compared to the desktop version, which can sometimes lead to delays in customer support. Review collected by and hosted on G2.com.

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

Freshdesk streamlines customer support by centralizing inquiries from multiple channels into one platform, reducing response times and improving issue resolution. Its automation features handle repetitive tasks, freeing up the team to focus on complex customer needs. This has led to increased team productivity, better customer satisfaction, and more efficient management of high support volumes. Review collected by and hosted on G2.com.

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Zoho Desk

Zoho Desk

(6,185)4.4 out of 5

Zoho Desk

(6,185)4.4 out of 5

Zoho Desk pulls in all your customer interactions from across multiple channels into a single, clean interface. You can then seamlessly continue these conversations and help c

Top Business Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Social Customer Service, Live Chat, Customer Self-Service, Customer Communications Management


MW
“One place to manage all customer support”
What do you like best about Zoho Desk?

I am still on trial, but our main requirement was to be able to use an Exchange Shared Mailbox as a support email to avoid creating a regular user. Out of many solutions we reviewed Zoho Desk was only one that provided this capability. Thanks to that client facing email is in our domain and we don't need to worry about message delivery or authentication.

Another thing that we liked are customizations - Zoho Desk allows to customize not only email addres or customer portal address (to be in the company domain), but also customize visualy customer portal to match company brand and website visual design. However, it could allow a little bit more - as in some cases not all bottons or elements can be fully customized. Review collected by and hosted on G2.com.

What do you dislike about Zoho Desk?

Customer portal visual customizations could allow a little bit more :)

Would love to see way to integrate with Clockify to automatically track time on tickets - I know Zoho has this option, but we're using Clockify as our main time tracking system to track time over all projects, not only support. Still need to explore other Zoho products - perhaps there's a way to use one of Zoho tools to track time globally. Review collected by and hosted on G2.com.

What problems is Zoho Desk solving and how is that benefiting you?

First of all we recently signed few support contracts and need arised to have a support portal where we can communicate and work with our customers. The main goal was to give customers a way to share with us issues and create tickets. And from the customer perspective they needed to be able to track and audit all tickets and have a historical view on what has been done and what issues they had. Zoho Desk provides us all of that and fulfills all the requirements. We have a system to work with client, monitor SLA and more. Customers, on the other hand, have a full view on all tickets with its full history to have an audit trail and progress that has been made. Review collected by and hosted on G2.com.

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Sage Intacct is the industry-leading financial accounting software system with a broad set of functionalities for small to mid-sized businesses across a number of different ve

Top Business Management Software Result from Accounting

Also listed in Subscription Billing, Revenue Management, Subscription Revenue Management, AP Automation, Project-Based ERP


Amber J.
AJ
“Takes patience and a bit of practice.”
What do you like best about Sage Intacct?

I love that I can do multiple things for one invoice in one system. I have to use Intacct every day. Review collected by and hosted on G2.com.

What do you dislike about Sage Intacct?

I dislike how long it initially takes to get to the needed pages. Having to open multiple tabs makes searching easier and cuts down on the amount of time I spend waiting for the page to load. It would be easier for me if everything I needed to do with one invoice could be done from the same page. I frequently have to refund invoices, and this can't be done from Intacct. I have to go to Intacct to find the information and take it to Braintree (both EFT and CC versions). There's about a week's waiting period for everything to process and sync; then I have to use Intacct to verse on one page and reprocess on another. It isn't very easy to learn at first either. Since there are so many back and forth steps, a lot of manual fixes, one thing at a time, it takes a lot of patience and asking questions. The terms are more geared towards accountants and not a billing support team. Review collected by and hosted on G2.com.

What problems is Sage Intacct solving and how is that benefiting you?

It helps me find copies of invoices for customers and reverse and reprocess invoices. All of these tasks help the customer get invoices paid and make sure the right customer is paying. Seeing all of the brand invoices in one spot helps show patterns and if any invoices aren't paid. Review collected by and hosted on G2.com.

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With SharePoint you can manage versions, apply retention schedules, declare records, and place legal holds, whether you're dealing with traditional content, Web content.

Top Business Management Software Result from Employee Intranet


RD
“MS SharePoint Review - Rohan Dudhal”
What do you like best about Microsoft SharePoint?

One of the most alluring features that Microsoft SharePoint brings to the organization is the aspect of acting as a central place for Storage, managing, and collaborating on business content across the organization, ensuring a streamlined process of sharing information and working collaboratively on projects while maintaining an extremely high security and accessibility standard across different devices. Easy to use, Microsoft Customer support is also very fast. Review collected by and hosted on G2.com.

What do you dislike about Microsoft SharePoint?

Some times its taking a time to trace the paricular folders Review collected by and hosted on G2.com.

What problems is Microsoft SharePoint solving and how is that benefiting you?

Primarily, Microsoft SharePoint solves the problem of managing and sharing information across an organization by providing a centralized platform for storing, accessing, and collaborating on documents, thereby benefiting users in the following ways: streamlining communication, improving document organization, and making teamwork efficient from anywhere, thereby making it possible for everyone to find the information they need when they need it. Review collected by and hosted on G2.com.

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Workvivo

Workvivo

(2,057)4.8 out of 5

Workvivo

(2,057)4.8 out of 5

Workvivo is an internal communication and engagement platform that is designed to bring what’s happening in the organisation alive in a fun, intuitive and highly engaging way,

Top Business Management Software Result from Employee Communications

Also listed in Employee Experience, Frontline Worker Communication Platforms, Enterprise Social Networking (ESN), Employee Recognition, Employee Intranet


WR
(Original )Information
“Best way to Connect with my workplace!”
What do you like best about Workvivo?

One of the top reason why i like workvivo is because it is a platform where I can connect and interact from my colleagues even we are miles apart. Especially with the latest update of the comment/ interaction, you can show and share your emotions and feedback through emojis.

It serves as a work around to get my stress out after loaded of work. It also serves as a space where I can share my experience, culture, holidays and other adventures to my co workers. Review collected by and hosted on G2.com.

What do you dislike about Workvivo?

There is actually nothing to dislike about workvivo, it serves is purpose. Workivivo has a very professional and simple interface. Maybe a little improvement by adding games or exciting activities that people can play together even they are apart. Review collected by and hosted on G2.com.

Recommendations to others considering Workvivo:

Excellent Employment Platform Review collected by and hosted on G2.com.

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

It is a safe space were employees gather thier insight, opinions. It also a place where I got updated from my colleagues life, outside amazon. Also This makes my performanced increased more as it balance my work life and my peronal life. Review collected by and hosted on G2.com.

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Deliver excellent customer service with a 360-degree view of your customers, an enterprise grade knowledge base, agent productivity tools, service contracts & entitlements, an

Top Business Management Software Result from Help Desk

Also listed in Digital Customer Service Platforms, Contact Center Quality Assurance, Conversational Support, Customer Communications Management, Contact Center Knowledge Base


Jon S.
JS
“Salesforce Service Cloud is an industry leading solution for Quality and Complaint Management”
What do you like best about Salesforce Service Cloud?

Salesforce Service Cloud is a well known brand in the Software as a Service (SaaS) industry. Having a good reputation, our Quality Team is naturaly drawn to it for it's simplicity, ease of navigation, and general ease of use. The software experience within the platform is user friendly and there are new features in 2024 such as AI automation and AI bots, which are exciting for our end users. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Service Cloud?

Salesforce Service Cloud is a very good platform, but requires a lot of add-ons for what I would have considered basic functionality, such as quote formatting. All of these add-ons are often all priced per user, so costs quickly rise depending on the number of users that you have on the Salesforce Platform. Review collected by and hosted on G2.com.

What problems is Salesforce Service Cloud solving and how is that benefiting you?

Receiving, logging, tracking customer complaints, complaint documentation, complaint images, complaint specific and both sort term and long term complaint resolutions. Review collected by and hosted on G2.com.

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NetSuite

NetSuite

(3,679)4.0 out of 5

NetSuite

(3,679)4.0 out of 5

NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyon

Top Business Management Software Result from ERP Systems

Also listed in UKG Marketplace, Distribution ERP, Discrete ERP, Subscription Billing, Revenue Management


MF
“Highly Recommended”
What do you like best about NetSuite?

We needed a system that would adapt to our evolving needs. NetSuite's customizations have a been a game - changer. This flexibility has been crucial to our Company. NetSuite provides real-time dashboards and reporting that improves accuracy and speed, allowing us to make more informed decisions. We are able to automate several manual tasks which has freed up our team to focus on more strategic initiatives. Training users can be done with ease, the processes are outlined thoughtfully based on the task at hand. This eliminates errors and confusion for users. Review collected by and hosted on G2.com.

What do you dislike about NetSuite?

The down sides that we encounter lie within in the advanced inventory management. There is a need within our organization to exlude specific locations or customers settings from reorder point auto-calculate functions. We are very location specific and would like more options available regarding inventory management. Review collected by and hosted on G2.com.

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

NetSuite has allowed our company to grow and evolve. We are able to streamline process and ensure that we are staying ahead of the competition. Review collected by and hosted on G2.com.

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SAP LeanIX

SAP LeanIX

(161)4.6 out of 5

SAP LeanIX

(161)4.6 out of 5

LeanIX, an SAP company, is a provider of Enterprise Architecture solutions that drive and manage IT landscape modernization and continuous business transformation. Our softwar

Top Business Management Software Result from Enterprise Architecture Tools

Also listed in Application Portfolio Management, SAP Store


Oscar M.
OM
“Powering Enterprise Archtecture in Recruitment”
What do you like best about SAP LeanIX?

LeanIX EAM is very extensible and with some thought and planning can help solve a number of inventory issues.

It is easy to use and the license model means it is open to everyone without beign expensive.

The support to extend the metamodel was good, and the ongoing developments to solve problems, like contract management Review collected by and hosted on G2.com.

What do you dislike about SAP LeanIX?

Extra module though not always needed. DIscontinuation of the SaaS discovery product, the out of the BOX Integrations are great but a bit limited, and building our own requires resource we dont have to hand. Review collected by and hosted on G2.com.

What problems is SAP LeanIX solving and how is that benefiting you?

is our central inventory for architecture artefacts and links to other relevant systems. enables us to show management that we have a good idea fo out applications and tools in the business Review collected by and hosted on G2.com.

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UserGuiding

UserGuiding

(554)4.7 out of 5

UserGuiding

(554)4.7 out of 5

UserGuiding is a must-have tool for product teams looking to drive revenue growth with superior self-service experiences—activate more users and reduce support tickets with th

Top Business Management Software Result from Digital Adoption Platform

Also listed in Customer Self-Service


Adam S.
AS
“Amazing experience”
What do you like best about UserGuiding?

UserGuiding is a Game-Changer for User Adoption!

UserGuiding has been an absolute game-changer for our user adoption process. The platform makes it incredibly easy to create interactive walkthroughs, tooltips, and onboarding flows—all without needing a developer.

What I love:

✅ Super intuitive, no-code setup

✅ Smooth onboarding experience for new users

✅ Great customization options to match our branding

✅ Responsive and helpful customer support

Since implementing UserGuiding, we’ve seen a noticeable improvement in user engagement and feature adoption. If you're looking for a sick user adoption tool that actually delivers, this is it! 🚀

Highly recommend! Review collected by and hosted on G2.com.

What do you dislike about UserGuiding?

Its a natural fact in SaaS, but some bugs are there that can be fixed with Review collected by and hosted on G2.com.

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

UserGuiding is solving the challenge of user adoption and onboarding by making it easy to create interactive guides, tooltips, and walkthroughs without relying on developers. This has been a huge benefit for us because it helps new users get up to speed quickly, reduces support requests, and ensures that key features don’t go unnoticed.

By improving our onboarding process, UserGuiding has directly contributed to higher engagement, better retention, and a smoother user experience—all of which are critical for growth. 🚀 Review collected by and hosted on G2.com.

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ePROMIS ERP

ePROMIS ERP

(47)5.0 out of 5

ePROMIS ERP

(47)5.0 out of 5

ePROMIS ERP software solution empowers you to synchronize all aspects of your business, share data, drive performance, cut costs, and maximize profitability. ePROMIS ERP tackl

Top Business Management Software Result from Distribution ERP

Also listed in Discrete ERP, ERP Systems, Account-Based Data, Accounting, CRM


MF
(Original )Information
“Reliable, fast and efficient ERP software can increase operational efficiency and productivity.”
What do you like best about ePROMIS ERP?

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

What do you dislike about ePROMIS ERP?

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

Recommendations to others considering ePROMIS ERP:

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

What problems is ePROMIS ERP solving and how is that benefiting you?

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

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Top Business Management Software Result from ERP Systems


Verified User in Accounting
CA
“It is a very user friendly app to use. The UI is great.”
What do you like best about Vertex Integrated ERP?

The UI is great to use. Quite user friendly. Review collected by and hosted on G2.com.

What do you dislike about Vertex Integrated ERP?

Nothing for now. The app is great and user friendly. Review collected by and hosted on G2.com.

What problems is Vertex Integrated ERP solving and how is that benefiting you?

It helps integrate the tax engine with the ERP. Review collected by and hosted on G2.com.

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Guru

Guru

(2,109)4.7 out of 5

Guru

(2,109)4.7 out of 5

Guru is the wiki, intranet, and knowledge base in one that brings your teams together by centralizing essential information. Powered by AI, it gets smarter the more you use it

Top Business Management Software Result from Knowledge Base

Also listed in Enterprise Social Networking (ESN), AI Agents, Contact Center Knowledge Base, Insight Engines, Employee Intranet


Peter H.
PH
(Original )Information
“Guru has revolutionized our company's customer care abilities!”
What do you like best about Guru?

Guru makes it easy to find quality knowledge cards quickly, it is very user-friendly, easy to update existing info, seamless to create new cards, and its SEO capabilities within our organization are great. Our knowledge team set up our knowledge base with ease and allow us to verify existing cards while also creating new ones. I am a daily user of this wonderful program for nearly 4 years. It allows me and our entire customer support team to provide better, more personalized, quality care to our clients at a growing volume photography software company. Review collected by and hosted on G2.com.

What do you dislike about Guru?

Guru's browser extension sometimes does not work natively. It is also subject to a learning curve that takes time to digest and fully grasp. These are only minor hudles to go through however and do not really affect my experience. Review collected by and hosted on G2.com.

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

Guru compounds our internal knowledge base and provides us many great opportunities to offer more personalized and higher-quality support to our client base daily. Review collected by and hosted on G2.com.

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XoroERP

XoroERP

(84)4.9 out of 5

XoroERP

(84)4.9 out of 5

Xorosoft develops ERP/WMS/LMS software solutions for warehousing and distribution businesses.

Top Business Management Software Result from ERP Systems


Ryan T.
RT
“Flexible and Thorough”
What do you like best about XoroERP?

We shopped ERP solutions for ~1 year, and Xoro came out on top. Throughout the sales process, they had every solution we needed. We are an eComm brand that purchases components and assembled our own goods. We have multiple layers of bundling of components, goods, and packaging. We also have our own warehouse operation. Xoro has been awesome for helping us get all of this under control.

So far, everything that their sales team sold us on has been followed through on, which is rare in the SaaS space. Our implementation manager, Moh, has been a pleasure to work with.

The implementation has taken quite a while, though that is a mix of the complexity of operation and amount of resources that go into it.

So far, so good. I have yet to use the accounting portion & analytics portion, as we are not entirely implemented, so I can report back there. Review collected by and hosted on G2.com.

What do you dislike about XoroERP?

Some learning curve shifting from QBO to Xoro Review collected by and hosted on G2.com.

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

Helping us tie together our entire operation, from purchase to manufacturing to shipping to accounting and reporting. Review collected by and hosted on G2.com.

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Atera

Atera

(789)4.6 out of 5

Atera

(789)4.6 out of 5

Atera offers an all-in-one IT management platform that combines Remote Monitoring and Management (RMM), Helpdesk, Ticketing, and automation tools, providing efficient infrastr

Top Business Management Software Result from Remote Monitoring & Management (RMM)

Also listed in IT Service Management (ITSM) Tools, Patch Management, IT Asset Management, Remote Support, Endpoint Management


AB
“Atera's Ease of Use and AI Integration Has Transformed Our IT Workflow”
What do you like best about Atera?

Atera is incredibly easy to use and implement, making it a perfect solution for IT professionals who need to get up and running quickly. The intuitive interface allows for seamless navigation, and the automation tools have reduced manual workload significantly. The AI-driven troubleshooting is a game-changer, helping us resolve issues 70% faster. The frequency of use is high because it combines Remote Monitoring and Management (RMM), PSA, and billing in one unified platform. The number of features offered is extensive, from ticketing automation to proactive device monitoring, making it an all-in-one solution. Additionally, Atera’s ease of integration with third-party tools ensures we can connect our existing systems without hassle. Review collected by and hosted on G2.com.

What do you dislike about Atera?

While Atera offers a robust set of features, the reporting tools could be more customizable to meet specific business needs. Additionally, while customer support is responsive and helpful, implementing new feature requests or updates can take longer than anticipated. Lastly, the platform would benefit from more granular controls in workflow customization to cater to complex environments. Review collected by and hosted on G2.com.

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

Atera helps us manage and monitor our clients' IT environments seamlessly, addressing issues before they become critical. The RMM capabilities ensure real-time device monitoring and proactive alerts, significantly reducing downtime. The automation of ticketing and troubleshooting has saved us countless hours, improving both response times and client satisfaction. Additionally, Atera's flat-rate pricing allows us to scale our services without worrying about unpredictable costs, making it an invaluable tool for our growing business.

The integration of PSA features has streamlined our billing and reporting processes, ensuring transparency and efficiency when managing client accounts. Overall, Atera has improved our operational workflows, enhanced customer relationships, and allowed us to focus on delivering top-tier IT services. Review collected by and hosted on G2.com.

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Acumatica

Acumatica

(1,551)4.5 out of 5

Acumatica

(1,551)4.5 out of 5

Acumatica is a leading provider of Cloud ERP and Cloud Accounting software for mid-size businesses and non-for-profits

Top Business Management Software Result from ERP Systems

Also listed in Advanced Planning and Scheduling (APS), Distribution ERP, Discrete ERP, Project-Based ERP, Accounting


TJ
(Original )Information
“Acumatica is a great upgrade path for Dynamics SL companies (and probably Dynamics GP)”
What do you like best about Acumatica?

We like both the depth of features across the varied modules and the flexibility of the platform to be extended/modified. We also like the partner-based model, as that is what we have had for years with Dynamics SL. With our extensive SL experience, we have found our implementation of Acumatica to be easier than we expected.

They continue to add innovations which is at a rate we love seeing. Review collected by and hosted on G2.com.

What do you dislike about Acumatica?

Overall, we do have significant complaints about Acumatica. I would say we would like to see more low-code/no-code workflow capabilities across the platform. Also, the security setup is complex (albeit powerful), so continuing to enhance the ease-of-use of the application security would be desirable. Review collected by and hosted on G2.com.

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

We are leveraging Acumatica to be our primary accounting system as well as a basis for our operational client billing and management sytem in the Home Care industry. We are using the Field Service components along side of the project accounting aspects plus we are significantly extending the product with the Acumatica development platform. This is all to replace our heavily customized Dynamics SL system that we need to migrate away from. Review collected by and hosted on G2.com.

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Rillet

Rillet

(51)5.0 out of 5

Rillet

(51)5.0 out of 5

The first accounting platform made for SaaS companies

Top Business Management Software Result from Accounting


Joanna C.
JC
(Original )Information
“Deferred revenue is a breeze”
What do you like best about Rillet?

Previously we calculated deferred revenue manually each month. This worked ok when it wasn't that many customers but was increasing in complexity as customer count grew quickly. Unique deal structures (split payments, quarterly invoices etc) were also becoming more common. Rillet calculates our deferred revenue automatically, handles all customer invoices and automatically books the JEs. We also appreciate the ability to run prepaids directly in the software. Overall, we've shaved time off our close and can trust the numbers are right. Review collected by and hosted on G2.com.

What do you dislike about Rillet?

We are very happy with Rillet and their response to our needs and requested updates! Review collected by and hosted on G2.com.

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

Creation of KPIs / Stripe booking and Automation of our supporting schedules Review collected by and hosted on G2.com.

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Kosh.ai

Kosh.ai

(19)5.0 out of 5

Kosh.ai

(19)5.0 out of 5

Kosh.ai is a software platform that automates finance reconciliation and operations from any source in real time.

Top Business Management Software Result from Accounting


Adisty A.
AA
(Original )Information
“Kosh has automated our manual financial reconciliation processes. Easy to use.”
What do you like best about Kosh.ai?

Prior to Kosh, we were manually reconciling finance transactions. Given our scale of operations, it was quite a tedious task. Using Kosh we have completely automated the reconciliation process but have also improved the other related workflows. The platform is quite configurable. The Kosh team has been very responsive in addressing any changes in our workflows. They anyway did a great job during implementation. Review collected by and hosted on G2.com.

What do you dislike about Kosh.ai?

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.

What problems is Kosh.ai solving and how is that benefiting you?

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.

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FloQast

FloQast

(1,262)4.6 out of 5

FloQast

(1,262)4.6 out of 5

Streamline your financial close process and manage all the moving parts by connecting your process, people and reconciliations in the cloud. Learn more.

Top Business Management Software Result from Accounting

Also listed in Financial Reconciliation, Financial Close, Audit Management, Security Compliance


Chris C.
CC
(Original )Information
“1.5 Years using FQ Close; Recently implemented FQ Compliance Module”
What do you like best about FloQast?

In 2023, we implemented FloQast to streamline our month-end close process. The checklist feature has been invaluable for ensuring organization and task completion, eliminating the manual oversight needed with our previous Excel-based approach. FloQast’s task assignment and automated reminders have lightened management’s workload, while its balance sheet reconciliation tool, which syncs with our ERP’s trial balance, has reduced errors and prevented potential audit issues by notifying preparers and reviewers of discrepancies.

Approximately a year after adopting FloQast for closing, we transitioned our SOX compliance system from AuditBoard to FloQast Compliance. Initially hesitant, we worked closely with the FloQast team, who refined the compliance tool based on our and our auditors’ feedback. After these enhancements, we received approval from our auditors to proceed with FloQast Compliance. Though still in the early stages of our first audit cycle, we’re pleased with its performance. While there’s a learning curve after 10 years with AuditBoard, FloQast Compliance has proven functional and reliable, with a responsive team that addresses enhancement requests effectively. Review collected by and hosted on G2.com.

What do you dislike about FloQast?

There are minor enhancement requests we have submitted for FloQast compliance: adding filters to some of the compliance screens; being able to link narratives and controls across different audit projects (corp controls vs IT controls, for example). Review collected by and hosted on G2.com.

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

FloQast has introduced substantial efficiencies to our close process by providing real-time visibility into status updates, enhancing collaboration between our finance and accounting departments. The “watch” feature enables the finance team to monitor the accounting team’s progress, allowing them to initiate their tasks at the appropriate stage. In a remote work environment, this functionality has been particularly beneficial in helping our team stay aligned. Additionally, auditor access has been highly valuable, streamlining audit workflows. Review collected by and hosted on G2.com.

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Zoho Books

Zoho Books

(295)4.4 out of 5

Zoho Books

(295)4.4 out of 5

Zoho Books is a simple, easy-to-use accounting app that tracks the money coming in and going out of your business. With Zoho Books, you can always stay up-to-date on your busi

Top Business Management Software Result from Accounting

Also listed in Billing


JW
“The best accounting/bookkeeping platform I have used”
What do you like best about Zoho Books?

Zoho Books has an easy to use interface, across web and mobile apps. Transactions are easy to create, edit and send to customers, suppliers and other users. Portals are super helpful for our customers and suppliers to view their transactions with us, as well as add or update their details and add credit cards and/or direct debits. Review collected by and hosted on G2.com.

What do you dislike about Zoho Books?

Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. Review collected by and hosted on G2.com.

What problems is Zoho Books solving and how is that benefiting you?

Zoho Books helped us move away from Xero, which as helped us integrate with a solid suite of apps to help us deliver products directly to our customers. Books is easy to grasp, highly secure and reliable. We have never had an issue accessing it, even outside of normal business hours. Review collected by and hosted on G2.com.

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Campfire

Campfire

(16)4.9 out of 5

Campfire

(16)4.9 out of 5

Campfire's revenue automation platform provides a comprehensive solution for managing and automating revenue accounting, reporting and invoicing. It seamlessly unifies revenue

Top Business Management Software Result from Accounting

Also listed in Revenue Management


Cody L.
CL
“Campfire Keeps Our Business Burning Bright”
What do you like best about Campfire?

Switching to Campfire from Netsuite has been an absolute game-changer. As a CFO running a multi-currency, multi-legal entity operation, I’ve dealt with clunky, frustrating accounting software before. Campfire? A totally different story.

This platform is a dream—it’s intuitive, fast, and actually fun to use. I used to dread logging into my old system, but now? I look forward to it. Campfire helps us get more done with fewer headaches, and that’s everything in today’s “do-more-with-less” world.

Even better, Campfire is a new player in the space, and they’re already shaking things up. They’re releasing new features weekly (seriously, the pace is wild), and the product road map has me genuinely excited for what’s next. It’s clear they’re building this for the long haul, and I’m here for it.

Shoutout to Justin from customer success—this guy is a rockstar! His support is so good it makes other companies’ “white-glove service” look like amateur hour. Whether it’s the migration (they did everything for me!) , setup, or random questions, he’s been there every step of the way.

If you’re thinking about switching, stop thinking and just do it. Campfire is next-level awesome. Review collected by and hosted on G2.com.

What do you dislike about Campfire?

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

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

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.

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