HOA Software

I would change the text or the font options that we have available. So that we can 100% brand our donor box experience to our nonprofit branding. Review collected by and hosted on G2.com.

Donorbox simplifies the donation process for our nonprofit, reducing the time to receive donations and effectively communicating to donors. Review collected by and hosted on G2.com.

The check-out process felt a bit clunky for us in verifying item pickup/check-out. We may not be doing it in the most efficient way (not sure!), but we had so many silent auction items in various categories that we typed in the item name to pull it up and mark it as picked up (we had the auto-pay at bid win turned on, so payments were not a concern). However, we couldn't find an easy way to view items not picked up/fulfilled versus not bid on/won. This caused an issue where we packed up a couple items to ship back (they were on loan to us), and actually had to process a refund for the bidder when they reached out a couple days after the auction closed - losing quite a substantial amount raised for our organization. Review collected by and hosted on G2.com.

Automating a large silent auction to allow volunteers to lift up our organization elsewhere during the event. Review collected by and hosted on G2.com.

For someone who has never used a financial system before, the learning curve is steep. Understandably with the product tailored more towards the US market, some terminologies do take some getting used to, but it is just a case of learning. Review collected by and hosted on G2.com.

The system allows you to fixate on the elements of your business that other smaller software cannot tailor to. Because of the sheer level of customization, my processes can be exactly how I need them to be. Review collected by and hosted on G2.com.

We couldn’t be happier using Novi as our association management software. We made the switch a year ago, and my only complaint is that we didn’t sign up sooner. The value for money is outstanding, and the platform provides a high level of security and reliability. Review collected by and hosted on G2.com.

Managing members and updating website content has become much simpler. Review collected by and hosted on G2.com.

There are some areas where improvement is required. Due to the depth of features, new users may face a learning curve, which can affect ease of use during the initial phase. Implementation timelines may extend when advanced customizations or multiple integrations are involved, and simplifying setup and navigation would improve user adoption.

Customer support response times can sometimes vary based on issue priority and support plans, and faster resolution would enhance the overall experience. Additionally, system performance optimization and more intuitive configuration options would help ensure smoother daily usage and better utilization of features. Review collected by and hosted on G2.com.

NetSuite solves the problem of managing multiple finance and accounting processes across different systems by bringing everything onto a single, integrated platform. It improves data accuracy, real-time visibility, and control over financial operations such as reporting, reconciliations, compliance, and audits. By automating workflows and centralizing information, NetSuite reduces manual effort, minimizes errors, and helps in faster and more informed decision-making. Review collected by and hosted on G2.com.

Where I see limitations that could easily be improved is their export files and reporting. Export files are clunky and seem to be individualized by category (contact or payment - why can't that be combined?). There is no unique reporting, and I know the back-end platform is HubSpot, so I believe this feature could be 'turned on' and would allow more functionality of our data. There is no good or custom reporting in Zeffy, and the current ones are clunky and create a lot of manual clean-up in order to be useful. Contact and payment exports seem extremely separate but think they could be combined, especially with the option to 'check mark' certain things. Review collected by and hosted on G2.com.

I use Zeffy to manage our nonprofit's membership details, creating campaigns, and sending newsletters. It saves us money compared to PayPal, improves our communication and tracking efficiency, and looks more professional. Review collected by and hosted on G2.com.

There's a lot of things that would be great to have, without having to purchase extra services or integrations. Another thing that stands out, would be to be able to delete questions from events, that way if your copying an event from a prior year, you can just delete the questiosn that you don't need, and leave the ones that you do. Review collected by and hosted on G2.com.

Data Warehousing sounds like something we could use once it's available. I'm not sure if for the 2026 or 2027 year, but definetely would be worth to take a look at it at some point. Review collected by and hosted on G2.com.

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.

Trying to make sure that the tray is correct so that it doesn't go to another department by default. It can be a little bit of a waste of time, but I would still say Stampli is worth it. Review collected by and hosted on G2.com.

Stampli has helped us tremendously with timely payments to vendors, not being asked to code the same invoice multiple times, and getting invoices to the correct coders the first time. This has helped our work load so much, because we no longer have to spend at least an hour each day finding old invoices that we coded months ago that were never paid. Review collected by and hosted on G2.com.

I can’t create an invoice on the go. If a client or even a non-client walks into the office needing a quick out-of-scope job like a copy of a report or something similar I can’t just generate an invoice without first creating an agreement. Having the ability to issue a quick standalone invoice would make things much more efficient for those small, one-off tasks. Review collected by and hosted on G2.com.

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

I’m in a small community where a lot of our clients talk among themselves, so consistency is really important. Anchor’s set pricing and the ability to apply discounts let me show the same retail pricing to everyone, which keeps things transparent and fair. Before Anchor, my pricing was all over the place. Now, each service includes its own scope of work, expectations, and benefits meaning my engagement letters practically write themselves. It’s streamlined, consistent, and saves me a ton of time. 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.

We occasionally have concerns about the automatic network connection with other vendors. For example, there was a time when we unintentionally connected with a vendor who shared the exact same name as another, and we failed to notice the mistake before a payment was processed. While there are controls that could be implemented to prevent such issues, this situation highlights what seems to be a weakness in the system. Review collected by and hosted on G2.com.

BILL AP helps us save time on data entry by remembering the coding from previous invoices. We also appreciate the BILL email feature, which allows us to send invoices directly to BILL from our email, including their attachments. The process is efficient—a quick review and a few clicks, and the invoices are ready for final review and payment processing. Review collected by and hosted on G2.com.

With our current version, which hasn't been updated yet, the data analytics could have more options. Review collected by and hosted on G2.com.

We use Ready Membership for the CMS, CRM, Events, Payments and Email Centre. Each of these provides a solution. The CMS is great - very intuitive and allows us to easily update our website and provide our members with diverse and highly customisable content. The CRM allows us to track membership, follow individual members and categorise different groups of members. The Events function is wonderful, as it allows us to create a range of events with details and communications. We are able to charge various amounts for different types of registrations and include sub-events (which is how we are creating the event page for our conference). Payments are effective and there is a flexibility for the members and our staff. The Email Centre is great for communicating with members as a whole, and groups of members. Review collected by and hosted on G2.com.

I can't think of anything off the top of my head. It's really a fully baked out tool. Review collected by and hosted on G2.com.

Speed to quote accelerated by 70%+; Zero mis‑configurations, fewer revision loops; Real‑time margin visibility and discount controls; Streamlined, auditable approvals. Review collected by and hosted on G2.com.

It will take quite a bit of time to set up and configure your account. You may need to allow more time for the setup process than your implementation manager will want you to take, so keep this in mind when planning. Also worth noting is that you have an allowance for events and contacts and if you want to increase that, you will need to amend your contract with Glue Up. Review collected by and hosted on G2.com.

We have been able to combine data from multiple sources, and this has been a big time-saver. We also use the platform for membership management, which has made tracking membership expiration much more efficient than it was previously. Finally, the ability to manually approve event registrations is essential for us and we use it extensively for our largest annual event, which has also saved us a lot of time. Review collected by and hosted on G2.com.

The biggest drawback we've had using Paystand is the amount of time it takes to notify us about a bounced ACH for insufficient funds or bad account number. For example, if a customer makes a payment on a Tuesday, we won't know if that payment truly clears until the following Tuesday. We will still get credited 1-2 days after the initial payment, but if it bounces, that payment is reversed. Then we're left to go back and try to recollect a week later. Our company experiences a high volume of bounced transactions, so being notified about them after 7 days is pain compared to the standard 2-3 days when depositing a check. If your company doesn't experience many returned transactions then it's probably not a big deal. Review collected by and hosted on G2.com.

We are modernizing our accounts receivable processes and having digital solution was the first step in that direction. Review collected by and hosted on G2.com.

Some features are not available in my country (India) such as Payment collection from the clients and making of GST-compliant invoices. Payment collection is only available in some countries. Review collected by and hosted on G2.com.

Generating Invoices and Estimates for clients.

Sending automatic reminders for collecting payments.

Sending auto-payment receipts.

Payment collection from clients by integration Stripe payment gateway directly in Wave. Review collected by and hosted on G2.com.

This company is fraudulent and a scam, and they do not answer the phone. I received two checks through email from America PAC for the Elon Musk petition referral program. Checkbook.io sent the checks.

I deposited the checks via mobile deposit and my bank flagged the checks and shut my account down saying the checks were fraudulent. When I tried to dispute this matter and explained that they are not fraud, Wells Fargo told me they require verification from Checkbook.io to prove the checks were legitimate. I sent over 30 detailed emails as well as attempted to call them. When you call them, it says “no support agents are available. Leave your number and email and someone will get back to you” and nobody ever calls you. I've called over 100 times.

All I needed them to do was call from a verified phone number and tell my bank the checks were legitimate. They couldn’t even do that.

What financial business does not operate using the phone? It makes no sense.

When I finally do get an email back, it isn’t helpful at all, and my support inquiry is closed and marked completed.

My bank is closing my account on 2/4/25 if I can’t get the checks verified by then. My funds are being held by bank, and I will have to have my long awaited checks recalled and then re-issued if I can’t get this done. Review collected by and hosted on G2.com.

It allowed my employer to pay me seamlessly through email. However they will not help you if a bank needs further verification. They do not have a working phone number. Zero Customer service. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

Assembly allows us to communicate efficiently with our users and keep track of their statuses. Having everything in one place helps us stay organized and ensures smoother follow-ups. Review collected by and hosted on G2.com.

I have no criticism of the software at all. It is a great product. Review collected by and hosted on G2.com.

It is a great product. Highly recommended. Review collected by and hosted on G2.com.

We were able to reach our goal of $10,000 in a month-long campaign. FanAngel's fee of 7% allowed us to keep much more of the funds that we raised, compared to the 20% fee of a competitor platform that we used last year. I highly recommend FanAngel. Review collected by and hosted on G2.com.