Financial Reporting Software

Honestly, there isn't much I dislike about Workiva. If anything, I wish some processes were a little more intuitive for users who are new to the platform. The system is extremely robust, but that also means there are a lot of features to learn. Once you're familiar with it, it becomes an invaluable tool. Review collected by and hosted on G2.com.

For me, the biggest benefit has been having a single, connected platform for both controls and financial statement reporting. The linked-data functionality significantly reduces manual work and gives me confidence that updates are flowing consistently throughout our reports. It has improved accuracy, streamlined our review process, and made collaboration with internal stakeholders and auditors much more efficient.

As an accounting leader, I also appreciate the visibility and organization Workiva provides around internal controls. It helps us stay organized, maintain a strong audit trail, and focus more on analysis and decision-making rather than chasing document changes. Ultimately, Workiva has helped make our reporting process more accurate, efficient, and less stressful during critical filing and reporting deadlines. Review collected by and hosted on G2.com.

While Xero's modern UI/UX is beautifully clean, the navigation paths for deep financial reporting can occasionally feel a bit buried within the sub-menus for new users. Additionally, the Support/Onboarding center provides an incredibly comprehensive library of self-service articles, though text-based ticketing means getting a live representative on the phone for urgent, complex accounting edge cases can take a little time. However, these are very minor hurdles when compared to the massive time-saving automation, flawless Performance, and rich third-party Integrations the platform brings to our daily financial workflow. Review collected by and hosted on G2.com.

Xero eliminates the stress of fragmented financial data and manual entry by serving as a centralized accounting hub. Its robust Integrations seamlessly pull transactions from our bank and payment tools, while the AI/Intelligence automates receipt matching. This solves our biggest bottleneck: lost administrative hours and delayed cash flow visibility. The immediate Pricing/ROI benefit is a streamlined daily workflow that replaces tedious weekend spreadsheets. While navigating advanced reports takes a slight learning curve, the real-time financial clarity and automated invoice reminders allow us to focus entirely on growth rather than chasing administrative chores. Review collected by and hosted on G2.com.

The connectivity to our sales and reorder metrics were only flat connections. No additional tools helped us with the predictive or forecast elements. Nothing that would could not easily perform with our Claude connection. We did not end up using any of the FP&A elements with the datarails tools. Review collected by and hosted on G2.com.

Silv Chiperea and Erin Issac were both so helpful in solving any critical or time sensitive tasks. No matter what time and how detailed of an issue, they were both always so responsive and instrumental at solving troubleshooting and resolving issues with us. Really appreciate their time and getting the chance to work with them. Review collected by and hosted on G2.com.

The user interface isn't very user-friendly or appealing, especially for those without a lot of experience with NetSuite or tech in general—it's pretty overwhelming. Additionally, the initial setup has been quite problematic for us. We're nearly three years into the implementation, and it's still not where we would like it. It's frustrating to depend on third-party implementation partners instead of having direct support from the NetSuite team. On top of this, the whole process is really costly, making the transition to NetSuite a significant lift for our team. Review collected by and hosted on G2.com.

NetSuite allows us to sell, ship, and fulfill on multiple platforms, track purchase orders, and monitor GL impact. Customization options such as scripting and custom fields make it adaptable to our workflows, enhancing our reporting capabilities. Review collected by and hosted on G2.com.

Some things in Acumatica take more steps than they really should, and troubleshooting errors can be frustrating when the messages aren’t clear. We’ve also run into situations where something works in the browser but not in the mobile app, which makes the experience feel inconsistent. I’d like to see a more consistent experience overall, along with clearer guidance on what went wrong and how to fix it when issues come up. Review collected by and hosted on G2.com.

Acumatica helps us keep our inventory, purchasing, and service information in one place, so we spend less time chasing updates or comparing records across systems. It gives our team a clearer view of what’s in stock, what’s on order, and what still needs attention. As a result, it’s easier to coordinate between departments, stay aligned, and keep work moving without unnecessary back-and-forth. Review collected by and hosted on G2.com.

I see lag time when trying to load large lists. For example, list of recent vendors... it takes time for all the options to load, and being web-based if you have a slower connection, it really takes longer than server based.

Like each program, it has its quarks. Reporting could always use upgrades and the dimensions you use to define reports and fields could be more grand. Review collected by and hosted on G2.com.

It’s modern and flows so much better than 300. Paying bills is a breeze, and cutting checks is much easier too—fewer clicks, with a process that finally makes logical sense. The ability to upload an attachment is really helpful because when you search the payable, you can see the backup instantly. I also like that the payable header includes an attractive banner showing how it was paid, when it was paid, and the trace #.

I also like how reconciliations flow. Once you click and “match” an item, you can filter it out so it’s no longer an option. This has saved hours of searching for a single transaction, since you can search by payee, method of payment, or transaction amount.

Reporting was always an issue in Sage 300. Here, you can pretty much create any report you want as long as the dimensions are available. You can also automate reports so you don’t have to run them every month or for every project—you can literally set it and forget it. Review collected by and hosted on G2.com.

My only issue with Aleph is that the data isn’t always current and often requires scheduled or manual refreshes, especially when it’s connected to the accounting platform. Review collected by and hosted on G2.com.

Aleph has been solving our multi-entity reporting problem. We’re a venture studio doing the accounting for a portfolio of companies, each on its own QuickBooks file, plus Shopify, Stripe, Gusto, HiBob, Clockify and bank feeds. Before Aleph, consolidating 13 companies meant exporting reports, stitching spreadsheets together and rebuilding the same numbers every month, so most of our close was spent pulling data instead of reviewing it.

Now every company syncs into one workspace, and we build consolidated P&L, balance sheet and GL tables once and reuse them everywhere. Our monthly finance review deck and company financial statements pull live from Aleph through the Google Sheets and Slides connections, so when an entry changes in QBO, a refresh updates the numbers instead of us rebuilding them. We replaced our old company mastersheet tool with Aleph dashboards, and we’ve built automated checks on top of the data: intercompany reconciliation, bank vs book cash, data quality flags and Clockify billing rates.

The biggest benefit is time and confidence. Month end goes to reviewing variances instead of assembling them, and we catch issues like a stale sync, a miscoded bill or an intercompany mismatch before they reach a board deck. The AI tools have also let a small finance team build and maintain far more automation than we could have built by hand. Review collected by and hosted on G2.com.

Adaptive can be a little hard to teach our new hires. It takes them awhile to learn how to use the analytics efficiently. This can be a bit problematic since we have high turnover as people may get promoted or make a lateral move to another department. Review collected by and hosted on G2.com.

It's certainly cutting loss within the organization by making us more efficient. As my boss has helped explain to me it's helping us understand how long it takes for our new hires to reach full productivity after training and how to forecast business needs in accordance. Review collected by and hosted on G2.com.

It's not that I dislike Vena, but as a new user, it can feel a little overwhelming at first, especially because it is closely associated with budgeting and forecasting, which can involve a lot of information and details. Before getting started, it helps to have a clear understanding of what you want to achieve and what you are trying to accomplish using Vena. Having a clear goal in mind makes it easier to navigate the system, understand the steps involved, and make the most of its features. Once you understand your objectives and become familiar with the system, the process becomes easier to manage. Review collected by and hosted on G2.com.

Vena is helpful for tracking current and year-to-date expenses and provides better visibility into our financial position. However, the accuracy and usefulness of the information depend on users entering and updating their data on time. When updates are delayed, the information may not reflect our current expenses, making it more difficult to monitor spending and make timely decisions. This highlights the importance of user accountability and keeping information up to date so we can get the most benefit from Vena. Review collected by and hosted on G2.com.

While FloQast is excellent for organizing close workflows, the initial setup of folder structures and reconciliation templates can feel a bit rigid and time-consuming, especially for smaller client engagements. For clients with straightforward books and low transaction volumes, the platform can come across as somewhat over-engineered compared with basic spreadsheet tracking. Also, when multiple team members are uploading large supporting workpapers at the same time during peak statutory deadlines, the web interface can occasionally have brief loading delays. Review collected by and hosted on G2.com.

FloQast addresses the chaotic reality of disorganized audit workpapers and missed reconciliation steps during high-pressure close cycles. Before we adopted a dedicated close-management system, our team spent far too much time tracking down the most current version of reconciliation files and double-checking whether a junior assistant had actually completed each required review step. FloQast brings strict accountability through clear preparer and reviewer sign-off workflows. For our firm, that means faster audit sign-offs, no missed compliance steps, and full confidence that our final trial balances tie out to every supporting schedule. Review collected by and hosted on G2.com.

One area that could be improved is the Excel import process for eliminations. I have occasionally encountered an issue where Fathom says the title or company name in the elimination file does not match, even when the file appears to be set up correctly. I eventually found a workaround, but the process was not very intuitive. Review collected by and hosted on G2.com.

Fathom is helping us solve the challenge of consolidating financial data from multiple entities and turning it into management-friendly reporting. Instead of relying heavily on manual Excel consolidation, we can bring our Xero data together, analyse performance across different markets, and present results in a much clearer way. The main benefit is time savings and better visibility. It makes it easier to understand profitability, compare performance across markets, and prepare professional reports for management and stakeholders without spending as much time building everything manually. Review collected by and hosted on G2.com.

I still use Microsoft CoPilot for the creating aspect of report and formula building. Hard to beat the creator of Excel when it comes to building efficient formulas and reports, although VI has been very quickly closing that gap in the time I've been using Velixo, and I suspect may overtake CoPilot in that area too before long. Review collected by and hosted on G2.com.

Velixo streamlines and reduces reporting time. We can generate reports faster and cleaner than ever before, with less manual editing, copying, or pasting. Review collected by and hosted on G2.com.

There is some data integration complexity- certain integrations can require an additional set of tolls to function properly. There's also some difficulty with managing the workspace limitations and the learning curve can be a problem sometimes - training new people to build and maintain complex models could take significant time and effort. Review collected by and hosted on G2.com.

Anaplan solves many problems associated with manual planning processes. The performance of the system is quite satisfactory, eliminating any potential manual errors when it comes to managing a set of spreadsheets. Anaplan also optimizes the time and effort for planning long-range forecasts. Review collected by and hosted on G2.com.

I wish I could integrate my media buying software into the system. For some reason, QBO doesn’t allow that integration, while QB Desktop does. If QBO supported Strata integration, it would be almost perfect for what I need. I also struggle when it comes to generating reports because we’re a client-based company, not a project-based one. It’s difficult to pull reporting for a specific client without essentially having to reinvent the wheel each time. Review collected by and hosted on G2.com.

Honestly, it is doing what I expect it to do. It did help streamline payroll taxes, but for the most part, it hasn't solved a great deal of issues for me. I am satisfied overall. Review collected by and hosted on G2.com.

At times, the interface can feel a bit slow, especially when loading larger reconciliations. Reporting options could also be more flexible, with more customizable formats. Review collected by and hosted on G2.com.

I use Adra by Trintech to streamline and automate our month-end close processes, which improves accuracy, reduces manual work, and helps us stay organized and compliant. It saves time and makes the close process smoother. Review collected by and hosted on G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Review collected by and hosted on G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Review collected by and hosted on G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Review collected by and hosted on G2.com.

Some parts of Stok.ly can feel a bit overcomplicated, and they take longer to learn than they probably need to. There are also a few workflows where small tweaks could save a lot of clicks and make day-to-day tasks much quicker.

We’ve come across a few bugs too, especially during the initial setup. On the plus side, the team is responsive when we raise issues and is willing to look at ways to improve the system. Review collected by and hosted on G2.com.

The main problem Stok.ly solves for us is keeping control of stock across multiple stores and our warehouse. Previously, a lot of this relied on spreadsheets, separate systems, and a fair amount of manual work.

Now we have a single place to see what stock we have, where it is, what’s selling, and what needs ordering or moving between locations. It’s made purchasing, transfers, and day-to-day stock management much easier and, most importantly, it gives us better information to base decisions on. Review collected by and hosted on G2.com.

For some businesses, there are too many options which may be complex or too powerful for smaller companies. This tool will help your company grow. Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third-party channel management, and more all integrated into one system is easy and awesome to deal with on a daily basis. Review collected by and hosted on G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Review collected by and hosted on G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Review collected by and hosted on G2.com.

DualEntry has no native CRA-compliant tax templates for Canadian corporate filings, forcing us to export ledgers and manually adjust figures for T2 tax returns. It does not support guaranteed Canada-based data residency, creating PIPEDA compliance risks when storing sensitive client financial records. Native integrations with popular Canadian tax-prep tools are missing, and their support team has limited practical understanding of Canadian tax-code requirements. Since it lacks Entra-ID single sign-on, we manage team access separately. We still manually cross-check outputs to meet CRA reporting and PIPEDA requirements. Compliance-related configuration was a challenge with no built-in Canadian-tax-specific settings, necessitating custom internal workflows for CRA reporting and PIPEDA client-data safeguards. Building these compliance safeguards took extra unplanned-for time. Review collected by and hosted on G2.com.

DualEntry removes manual double-entry bookkeeping by centralizing transactions and simplifying reconciliation. It organizes data and reduces time sorting records, although manual steps are still needed for CRA and PIPEDA compliance. Review collected by and hosted on G2.com.