Compliance Software

One thing I dislike about Xero is that some advanced features are limited compared to full ERP systems. For larger or more complex businesses, customization options and detailed inventory management could be improved.

However, for small and medium-sized businesses, Xero still works very efficiently and meets most daily accounting needs. Review collected by and hosted on G2.com.

I find Xero easy to use, saving time through automation, especially with invoices and bank reconciliation. Its reporting features make generating and understanding profit and loss statements and balance sheets simple, reducing the need for many workers. Review collected by and hosted on G2.com.

The initial setup and configuration take time, especially if you're migrating from a simpler accounting system. Some advanced features aren't immediately intuitive, so new users may need training or documentation to get comfortable. It's powerful software, but there is a learning curve at the beginning. Review collected by and hosted on G2.com.

Sage Intacct solves the challenge of managing multi-entity accounting and financial reporting at scale. it replaced manual spreadsheets and disconnected systems with one centralized platform. As a result, month end close is faster, financial data is more reliable, and audits are easier to manage. Overall, it has improved accuracy, transparency and confidence in our financial reporting. Review collected by and hosted on G2.com.

When your computer or network experiences delays, Power Automate may fail to recognize certain steps and display an error in red. That’s why it’s important to set the right wait time during the design process—not too short. Also, if the webpage changes or something pops up during automation, you’ll get the same error and need to reconfigure the flow. Review collected by and hosted on G2.com.

Microsoft Power Automate helps automate repetitive tasks, such as exporting reports, which saves me a lot of time and effort. Its user-friendly interface means I don’t need any coding or programming knowledge to set up workflows. However, I’ve noticed that if there are delays in my computer or network, or if the webpage changes or unexpected pop-ups occur, errors can happen and I may need to reconfigure the flow. Despite these challenges, Power Automate still benefits me by streamlining my work and making routine processes much more efficient. Review collected by and hosted on G2.com.

We have run into some things we have put in for improvement such as the ability to create invoices from sales orders, which is what our customers would like to see. Our customers only see invoices paid, but a sales order can be processed with several invoices, so they would like to know which invoices are created from which sales orders. Review collected by and hosted on G2.com.

I like NetSuite because the process from estimate to delivery is seamless, unlike other products. The customization available for workflows, forms, and scripts is great for meeting different requests from roles in our company. Review collected by and hosted on G2.com.

Heavy document workflow leads to performance problems and lags

Laserfiche has a cloud version that still needs more improvements and support Review collected by and hosted on G2.com.

Laserfiche has brilliant document storage technology that ensures centralized access and easy sharing

Most of document related roles including approvals, signing among others, notifications and others are effectively automated

Laserfiche ensures successful compliance and proper access policies are deployed

The tool has streamlined the search option, which makes it easy to get access to specific documents

Laserfiche has robust process standardization, something that eliminates performance issues or errors Review collected by and hosted on G2.com.

The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune Review collected by and hosted on G2.com.

FloQast helps solve the challenges of tracking close tasks across multiple properties and entities. Before using it, our team relied on manual spreadsheets and email reminders, which made it hard to stay organized and meet deadlines. Now, everything is centralized — I can clearly see what’s been completed, what’s pending, and who’s responsible. It’s also made reviews and reconciliations much faster and easier to track. Overall, FloQast has reduced stress during month-end, improved accountability, and saved us a ton of time. Review collected by and hosted on G2.com.

Customization to fit a specific business requirements or needs is currently limited. They should extend the customization of the invoices, bills and other financial documents to meet every customers expectations. They should allow customer to request for new features that might benefit them to be added to the platform. Review collected by and hosted on G2.com.

It works as a centeralized accounting and inventory mangement systems. Also it allows orders/ invoices to paid (payment to be collected) from within Quickbooks online. Review collected by and hosted on G2.com.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Based on my experience, for any organization looking to enhance its online image, Jotform is indispensable. The platform offers unparalleled aesthetic control, allowing me to fully customize forms with my corporate branding, custom fonts, and even custom CSS. This ensures every client interaction is cohesive, polished, and professional, directly improving my brand perception. 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.

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.

It can be a bit clunky at times, and to get any customization/changes done on the system can be a bit challenging Review collected by and hosted on G2.com.

The approval mapping feature has saved us a significant amount of time and energy, especially since our structure is quite complex with various projects and subaccounts. With Acumatica, AP items are sent directly to the appropriate approving manager, who can easily access all the information needed to review and approve them. Review collected by and hosted on G2.com.

While Access UBS is robust, some features could be more intuitive for new users, particularly for advanced investment tools. Additional integration options with external accounting or portfolio management software would also improve workflow efficiency. Review collected by and hosted on G2.com.

Access UBS solves the problem of fragmented financial management by consolidating banking, investment, and account monitoring in a single platform. This saves time, reduces errors, and improves visibility into financial performance. For me, it has made managing multiple accounts and investments simpler, faster, and more organized. Review collected by and hosted on G2.com.

Marketing should be improved a bit so that there is more visibility of the platform and it extends to more market niches. Review collected by and hosted on G2.com.

Initially, small processes are developed where the return on investment is not quickly realized, but they improve the quality of life for the participants in the processes. However, once the implementation of new, more strategic processes begins, the return on investment is immediately seen, and it is reflected both in money and in time and efficiency. Review collected by and hosted on G2.com.

Designing complex processes requires proper planning and initial analysis. Once the structure is set, however, the system runs very smoothly. Review collected by and hosted on G2.com.

Emakin solves the challenge of managing contract-driven processes across multiple stakeholders. It provides end-to-end visibility, traceability, and reporting, helping us ensure compliance with contract terms while improving operational efficiency and collaboration with suppliers. Review collected by and hosted on G2.com.

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.

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.