Compliance Software

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

best Compliance Software.

Companies use compliance software to ensure that employees are compliant with whatever rules and regulations are required. This software can apply to companies in nearly any industry from finance to environmental sciences. Compliance software might include functionality that includes training videos and tests, business process management, financial reporting and much more. This software can be useful for both internal compliance or complying with external entities like government or associations. By using this software, companies can monitor the status of each of their employee's compliance. When looking to purchase compliance software, you'll want to consider the industry which the software is targeted for. Some software is better equipped for use in accounting and others are made for compliance in the sciences.

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 Compliance 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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Laserfiche

Laserfiche

(972)4.7 out of 5

Laserfiche

(972)4.7 out of 5

Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

Top Compliance Software Result from Enterprise Content Management (ECM)

Also listed in Document Scanning, Digital Process Automation (DPA), AP Automation, OCR, Online Form Builder


Brenda D.
BD
(Original )Information
“Centralized Document Management Done Right”
What do you like best about Laserfiche?

Laserfiche takes the guesswork out of managing your documents. It shines a light on the benefit of a centralized document management system versus a network drive or other cloud-based storage. I also like the automation aspect, that is available in Workflow, that automates file storage and records management in the repository, and the automation found in Forms that automates the processing of forms, and their movement from person to person in an organization. Review collected by and hosted on G2.com.

What do you dislike about Laserfiche?

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

Recommendations to others considering Laserfiche:

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

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

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

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Reach new heights of business productivity by automating repetitive, time-consuming tasks with Microsoft Power Automate.

Top Compliance Software Result from Business Process Management

Also listed in Robotic Process Automation (RPA), Process Mining


Ibitamuno T.
IT
(Original )Information
“Review of Microsoft Power automate with an overall rating of 8/10”
What do you like best about Microsoft Power Automate?

What i like best about power automate is the flow chart format the trigger and actions are presented in, the ability to connect with various connectors within and outside the 365 packages, the ability to generate and create flows with copilot and the email notifications on weekly flow failures. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Power Automate?

I dislike the expression formulas. They are easy to mess up and the syntax isn't really clear. Some actions aren't available for e.g there's a start of month variable but there's none for the end of the month. The expression formulas aren't user friendly but it's a vital part of all flows. Additionally, the limited run history of only 28 days hinders the ability to review past runs and troubleshoot issues effectively. Also, some performance issues such as failures and timeouts occur without clear reasons or guidance for debugging especially the "get a PDF of a signed aggreement" action with the adobe sign integration Review collected by and hosted on G2.com.

What problems is Microsoft Power Automate solving and how is that benefiting you?

Power Automate as the engine for creating workflows for applications developed within Power Apps, this applications have addressed the challenge of providing staff with easy access to raise requests and report hazards promptly with real time status update on the reports made. It has also established an audit trail, enhancing process compliance monitoring and accountability.

Power Automate has also helped improve our ESG impact by reducing manual paper processes through the creation of workflows that carryout these tasks automatically. It has also minimized human typing errors by extracting text from documents. This has also helped to increase the productivity of staff and helped them focus on more important tasks. 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 Compliance 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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Rillet

Rillet

(51)5.0 out of 5

Rillet

(51)5.0 out of 5

The first accounting platform made for SaaS companies

Top Compliance 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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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 Compliance 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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Bizagi

Bizagi

(232)4.6 out of 5

Bizagi

(232)4.6 out of 5

Bizagi provides a Digital Business Platform that delivers rapid process automation across the enterprise, it wraps around existing IT systems, giving organizations the immedia

Top Compliance Software Result from Business Process Management

Also listed in Business Process Simulation, Digital Process Automation (DPA), Process Mining, No-Code Development Platforms, Low-Code Development Platforms


DM
“Bizagi é Prático e Funcional para Automação de Processos”
What do you like best about Bizagi?

Bizagi tem sido uma solução incrível para nossa empresa. A plataforma nos permitiu otimizar nossos processos internos de maneira rápida e eficaz, sem a necessidade de contratar uma equipe de desenvolvimento. Sua interface intuitiva facilita o uso por todos os membros da equipe, enquanto ainda oferece recursos avançados para atender às necessidades mais complexas com o apoio do time de TI. Com Bizagi, conseguimos melhorar a organização e agilidade dos nossos processos, sempre com a facilidade de fazer ajustes e melhorias ao longo do tempo. Review collected by and hosted on G2.com.

What do you dislike about Bizagi?

Uma das minhas críticas ao desenvolvimento no Bizagi é a maneira como a plataforma lida com o gerenciamento de e-mails. Acredito que seria útil ter versões para e-mails, assim como existe para os processos, para um controle mais eficiente e organizado. Review collected by and hosted on G2.com.

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

Utilizamos o Bizagi para automatizar nossos processos internos, Isso resultou em uma melhoria significativa na nossa eficiência operacional, redução de tarefas manuais e otimização dos nossos processos empresariais. 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 Compliance 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 Compliance 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 Compliance 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 Compliance 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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Vic.ai

Vic.ai

(24)4.8 out of 5

Vic.ai

(24)4.8 out of 5

Vic.ai is the AI (Artificial Intelligence) Platform for Accounting Productivity. Vic.ai saves time for accounting firms and finance departments by eliminating manual data entr

Top Compliance Software Result from Accounting

Also listed in AP Automation, Invoice Management, OCR


pankaj b.
PB
“Automated Invoice recording, Very good controlling and analysis. and sync also”
What do you like best about Vic.ai?

Invoices automation, Ai saves time ,reduce risk and better control on cash Review collected by and hosted on G2.com.

What do you dislike about Vic.ai?

some time falsly show duplicate invoices. Review collected by and hosted on G2.com.

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

Save time and better control over cash and better sync with ERP . No duplicacy , Powerfull Al tool . Review collected by and hosted on G2.com.

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ClearBooks

ClearBooks

(19)4.8 out of 5

ClearBooks

(19)4.8 out of 5

ClearBooks is an online accounting software designed to be a simple solution for small businesses.

Top Compliance Software Result from Accounting


Shahzaib N.
SN
“Best software for invoicing”
What do you like best about ClearBooks?

Easy to use and best for small business. Review collected by and hosted on G2.com.

What do you dislike about ClearBooks?

Multi-currency should be available for every user Review collected by and hosted on G2.com.

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

Invoicing Review collected by and hosted on G2.com.

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FreshBooks

FreshBooks

(887)4.5 out of 5

FreshBooks

(887)4.5 out of 5

A fast way to invoice clients, track time & run your small business in the cloud. Join all of FreshBooks users who are making billing painless. Try it Free!

Top Compliance Software Result from Accounting

Also listed in Time Tracking, Expense Management, Payroll, Billing, Payment Processing


KI
“Easy and intuitive”
What do you like best about FreshBooks?

I love that this product is easy to set up and use. I have a need to track time to the minute, and this makes it simple. I need to see my reports by time, and be able to separate projects within clients by time. This also allows for easy invoicing and ease of keeping track of those invoices. I don't need every function under. the sun. What it does, it does well for me at a reasonable price. I've had one minor issue to connect with customer support, and they were super responsive. This has been a reliable tool for my business. I use it every day. Review collected by and hosted on G2.com.

What do you dislike about FreshBooks?

I haven't found any downsides for me. I'm a business of one person. I don't know how it works in a business with multiple employees. Review collected by and hosted on G2.com.

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

I got it when I started my business. I had to keep track of time, have a professional looking way to create invoices, and I wanted monthly reporting. This checked all the boxes for a reasonable price. Review collected by and hosted on G2.com.

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Jotform Workflows makes it easy to manage workflows and automate manual processes. Users can set up custom, multistep workflows, request payments, and track progress in real t

Top Compliance Software Result from Workflow Management

Also listed in Business Process Management


PS
“Jotform has a ton of options so far, seems better than it's competitors in every way.”
What do you like best about Jotform Workflows?

What is great about jotform is that it allows for logic with multiple endings based on what is selected. It even allows one to make the ending go to their own page, which I will be using utilizing vaerious selections that will go in the URL that will play to the end result. It allows you to build a PDF in which only the answers selected show, which is what I've been looking for, and I can even have the site link to the PDF result using a submission ID. 100% the best so far. It is by far the easiest to use as well. Review collected by and hosted on G2.com.

What do you dislike about Jotform Workflows?

There is not a whole lot, but I'd like to see some features added. For example, it would be greate if the thank you page can show results of only those that were selected for for a large question set when the combinatations are too large to make different end pages for each. This being said, even this there are work arounds such as linking to a PDF that only shows answers selected and emailing out only answers selected. A seperate variable option would be nice rather than having to add all variables into the question area and then hiding them, but that is minor considering you can do it that way. Review collected by and hosted on G2.com.

What problems is Jotform Workflows solving and how is that benefiting you?

It will allow us to produce a survey with logic that gives various endings to inform the public on a website about whether their area imeets criteris for a protected area or OECM. Review collected by and hosted on G2.com.

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Cryptoworth

Cryptoworth

(33)5.0 out of 5

Cryptoworth

(33)5.0 out of 5

Accounting tools for crypto companies to succeed.

Top Compliance Software Result from Crypto Accounting

Also listed in Accounting


Verified User in Information Technology and Services
UI
“Exceptional customer service”
What do you like best about Cryptoworth?

The standout feature is their incredible customer service. Anytime our team has a question or run into a problem, the support team is right there, ready to help. Their quick responses and eagerness to find solutions really enhance our overall experience. It’s such a relief to know that help is just a message away. Review collected by and hosted on G2.com.

What do you dislike about Cryptoworth?

Overall, our experience has been positive, but we’ve run into some occasional UX delays. We’re used to getting data instantly, so any delays can be a bit frustrating. This might be due to the heavy calculations happening in the backend, especially with our transaction volume. Still, it’s a minor issue compared to the great support we’ve had. Review collected by and hosted on G2.com.

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

Cryptoworth has made our crypto sub-ledger management much more efficient. We rely on its features to ensure completeness, accuracy, and compliance with the latest tax requirements. Review collected by and hosted on G2.com.

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Kashoo

Kashoo

(53)4.6 out of 5

Kashoo

(53)4.6 out of 5

Kashoo allows for everything you need to be just one-click away. We’ve integrated the latest technology to make accounting easier than ever.

Top Compliance Software Result from Accounting


Jean-Rene A.
JA
(Original )Information
“Great simple to use online accounting software!”
What do you like best about Kashoo?

Easy to use and fast tool. It took little time to setup (from an accounting standpoint) and works on all platforms (mobile, windows & mac). Since it's cloud-based, works from everywhere I go. Very stable platform, I haven't experienced downtime for more than a couple minutes and rearely more than once per year (probably due to maintenance). Review collected by and hosted on G2.com.

What do you dislike about Kashoo?

The mobile app doesn't yet support businesses which have multiple currency transactions. This is something they're aware of and are working on. I've been using this for 9 years, new features are far between. I wish there were more external integrations, as well as a visual editor to produce custom styled invoices. Review collected by and hosted on G2.com.

Recommendations to others considering Kashoo:

Try it, you'll love it. Even if you're not well versed in accounting, the layout makes for easy management of your business accounting. For more complicated entries, I've simply relied on a quick call to an accounting firm and took care of the entry. So even more complex entries are well handled. Use the mobile application to understand the full potential of Kashoo. There's a new revamped version soon to be released that will include better dashboards and automated data entry, so look forward to this. Their online webinars are totally worth checking out. Review collected by and hosted on G2.com.

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

As a small business owner, I need to be able to take care of my accounting whenever and wherever. Kashoo allows this. I don't have any formal accounting training, so I needed a software I could easily learn. Review collected by and hosted on G2.com.

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Bonsai

Bonsai

(101)4.3 out of 5

Bonsai

(101)4.3 out of 5

Creates, sends, and tracks proposals online

Top Compliance Software Result from Work Management

Also listed in Freelance Tax, Project Collaboration, Kanban Project Management, Workflow Management, Project Cost Management


Braden E.
BE
“A love hate relationship I love to hate”
What do you like best about Bonsai?

Honestly, for the price I'm paying, the product is solid. I've had my gripes with their support team and some of the UI changes they've made over the past year, but overall, they're addressing a critical business function that's remained affordable even as my team has expanded. The ability to track my time and have the hours automatically populate into an invoice has been incredibly time-saving. Offering online payments while passing on fees to clients who choose that option has been a great feature as well. Overall, the templates and integrations have made the product very enjoyable to use, and it's become so essential that I actually take the time to reach out to customer support and provide feedback when things aren't working correctly. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Customer support can be difficult to work with, whether it’s their staff not knowing how some features work, providing incorrect responses, or giving canned answers for the wrong issue. I feel like they've improved over the past year, but it’s still a challenge. The chat experience still feels like you're just a ticket in their queue, not like you’re having a real conversation with a human. Review collected by and hosted on G2.com.

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

Bonsai provides a single platform for managing proposals, contracts, and time tracking, all the way through to invoicing. It’s helped my team and me build a structured process for customer engagements and has streamlined everything related to time tracking and billing clients, making the entire workflow more efficient. Review collected by and hosted on G2.com.

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ZarMoney

ZarMoney

(24)4.8 out of 5

ZarMoney

(24)4.8 out of 5

With ZarMoney's flexible and powerful system, businesses large and small can stop worrying about financial details and put their focus back on things that matter.

Top Compliance Software Result from Accounting


RD
(Original )Information
“Changing to ZarMoney Accounting has been like a breath of fresh air for us.”
What do you like best about ZarMoney?

The layout and screen navigation makes sense. For example I can go from entering an invoice for an existing customer to editing the customer file and back to the invoice with just a click or two. There is allowance to create and use some customized fields. We use the custom field feature for things like customer PO number, tracking number and our website order number. I get responses in a timely manner when I ask for help. Review collected by and hosted on G2.com.

What do you dislike about ZarMoney?

It would help if some of the reports were a little more changeable to my particular needs. The reports are all the basic reports I need, just would like a little more flexibility when I want to do a little research. Review collected by and hosted on G2.com.

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

One of the biggest headaches with our old system was that a single customer could have only one ship-to address. We do a lot of drop shipments for our dealers and it has been great being able to enter and save multiple ship-to addresses for a single bill-to customer. Review collected by and hosted on G2.com.

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SoftLedger

SoftLedger

(33)4.6 out of 5

SoftLedger

(33)4.6 out of 5

SoftLedger is a flexible financial management solution that includes best in class functionality for general ledger, accounts receivable, accounts payable, employee expenses,

Top Compliance Software Result from Accounting

Also listed in Cash Flow Management, Crypto Accounting, AP Automation, Warehouse Management, ERP Systems


Verified User in Financial Services
UF
(Original )Information
“Softledger - would definitely recommend”
What do you like best about SoftLedger?

The ease of use, flexible functionality and high level of support offered by the Softledger team Review collected by and hosted on G2.com.

What do you dislike about SoftLedger?

Some of the crypto module functionality is too rigid for more complex businesses so we need to come up with workarounds to avoid large fx p&l Review collected by and hosted on G2.com.

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

We often work very closely with the softledger team to provide feedback and work on new features such as functional currency accounting, better functionality for importing budget data to remove manually keying in each budget item and improved budget versus actual reporting Review collected by and hosted on G2.com.

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