HOA Software

The different dimensions (Classes, Departments, vendors, Customer etc.) are split in different applications. If it can be merged into one single application - "Company", it would be more easy to use.

Also, the sync errors through Intacct and our Billing software causes disruption in our accounting processes. Review collected by and hosted on G2.com.

My role in the accounts payable process - processing bills.

One problem is our billing software does not allow us to process multi-currency bills (Ex: Base currency of entity - USD, vendor bill currency - EUR) accurately, which Sage intacct through its multi-currency billing feature allows me to process bills with the live exchange rates based on the bill dates. Review collected by and hosted on G2.com.

I haven't found any downsides yet. 100% of my requirements have been met and it was super easy to set up. Review collected by and hosted on G2.com.

I have a full-time job and am launching a non-profit startup restaurant in my free time. I needed something fast and turnkey and Donorbox met all my needs and was super easy to set up. Review collected by and hosted on G2.com.

Building segments/lists could be a bit more intuitive. It's somewhat clunky. It's not always easy to figure out the right logic or the right filters to do what you want. In particular, sometimes I want to exclude certain criteria and that has proven more tricky than I think it should be.

The way they handle Householding was initially cumbersome, but I think they have enhanced it. We need to go back and re-do some of our setup to utilize the new features, and luckily our database is small enough that it won't be a hugely tedious task but it will take some time.

Also, unfortunately the paid options are not something we will be able to afford. They price based on # of contacts, and it gets a bit expensive for us, but we are a VERY small org. I can understand why they need to start charging though. Review collected by and hosted on G2.com.

We needed more donation payment options. This opened up the avenues in which people could donate, and we have seen increased donations as a result. I also needed an email marketing product and a way to filter and target segments. This has done the job quite well. Review collected by and hosted on G2.com.

The only thing that Novi does not currently do that we want is facility member-to-member communications. It does connect to other platforms that do that, so it's not a huge issue.

Novi did not have all the bells and whistles that we wanted when we started with them a few years ago, but they've been very responsive to feedback and requests, and have added many new features that we've requested. So we're optimistic about future improvements. Review collected by and hosted on G2.com.

Novi serves as an information hub for us to track our members (database), but also for our members to participate in the association(website). It's the central focus of our operations and activity. Many other SaaS platforms that we use connect or integrate with Novi in some way, and the two synch to Quickbooks Online saves us a huge amount of time by eliminating the need to export/import transactions and then have to reconcile them.

Note on the price: Novi is not the cheapest platform, and it shows. It has been well worth the cost to get the quality customer support and a system that works this well. There are far more expensive systems out there that are not half as good. Review collected by and hosted on G2.com.

Our biggest challenge so far has been the pace of implementation. This is a lengthy process to find out exactly how to make NetSuite fit with our business, but putting in the effort up front will certainly go a long way down the road. Review collected by and hosted on G2.com.

NetSuite is helping us solve a terribly slow period close process. We were taking anywhere from 25-35 days to close a single month in our old system. We hope that with NetSuite we will be closed within 15 days after month end. Review collected by and hosted on G2.com.

I have absolutely "no notes" on this. Stampli is my team's favorite tool, and my company refers to Stampli as the best software implementation we have ever done. Review collected by and hosted on G2.com.

Vendor management including collection of necessary documentation (COIs, W-9s). Payments: with Stampli we have stopped mailing checks and sending wire transfers. AP automation: before Stampli our AP processes were entirely manual and reliant on E-mail. We were completely disorganized and often late paying vendors. Review collected by and hosted on G2.com.

We've encountered a minor issue with form customization. While Zeffy does offer customization options, there are some limitations on how much we can tailor the forms to our exact preferences. Review collected by and hosted on G2.com.

Our biggest issue was not having everything in one place! We appreciate that Zeffy allows us to fundraise effectively and efficiently while also managing our donors and tracking past contributions. Review collected by and hosted on G2.com.

The downside was not being able to use the system to send the text messages directly. To get the message and link from the computer to the students phone then send it was a bit of a hassle. A lot of my kids did not have cell phones that they were able to use so that extra step was a bit difficult to navigate. Review collected by and hosted on G2.com.

The biggest problem that I did not want to fight with was handling product to sell. Also another plus is no cash handling. Review collected by and hosted on G2.com.

I can’t think of anything negative about Zenskar. The platform has fulfilled all our requirements, and their team’s support has been outstanding. Being in touch on Slack has made communication seamless, and their level of customization and dedication is truly remarkable. Review collected by and hosted on G2.com.

What I appreciate most about Zenskar is how it automates billing and revenue recognition across diverse contract terms while maintaining ASC 606 compliance. I no longer spend hours creating invoices or matching remittances to invoices—a major efficiency boost for our small finance team.

Their automated revenue recognition engine seamlessly handles even complex scenarios, including back-loading revenue recognition and managing contingencies for contracts with shifting timelines. Review collected by and hosted on G2.com.

Implementation is a bit daunting, but the support you receive from the team helps a lot. It can also be quite technical with queries and reporting, but once you figure it out, it's not so bad. There are a ton of online resources available. Review collected by and hosted on G2.com.

iMIS is helping us to create a ton of efficiecies in our processes that are going to benefit both internal and external members. We have also been able to preserve all of our historical data in the system, which is a huge bonus. Review collected by and hosted on G2.com.

Implementing Bill AP/AR software can be complex and time-consuming, requiring careful planning and potentially significant changes to existing processes. Review collected by and hosted on G2.com.

Features user-friendly interfaces that simplify tasks and reduce the learning curve for staff, improving overall productivity. Can integrate with banking systems to automate payment processing and reconciliation, reducing manual bank statement handling. Provides secure handling of sensitive financial information, including encryption and access controls to protect against unauthorized access. Review collected by and hosted on G2.com.

I think the reports could be more user-friendly if they were less complicated; having Fathom reports makes them seem complicated. Review collected by and hosted on G2.com.

To keep tabs on company money, send out invoices, and manage our bookkeeping, we utilize FreshBooks. Because of it, we have been able to automate time-consuming and error-prone tasks like repeating invoicing and tracking overdue payments. We are now better able to see the company's financial health and make strategic decisions thanks to the transparency of financial reporting. It facilitates a plethora of tasks, including expense control, budgeting, report review, invoice creation and sending, and payroll processing. To avoid financial losses, FreshBooks keeps us apprised of our project's financial status. Review collected by and hosted on G2.com.

I know security is a big deal, and people really need better security, but to sign in, you have to have an authenticator on your phone, scan a QR code, and then enter a code after entering the typical user name and password. It just seems to be a bit much. Review collected by and hosted on G2.com.

I have reacurring billing for my clients and Zoho helpls to remind me that I need to send an invoice so that people remember to pay. Review collected by and hosted on G2.com.

I really have not found anything that I dislike. They have been on top of everything. Review collected by and hosted on G2.com.

Keeping parameters so that there is less fraud. They flag transactions for them to be looked into before they are processed. Review collected by and hosted on G2.com.

- No complaint about the product. Recommend. Review collected by and hosted on G2.com.

We have had multiple cumbersome quote to cash and billing systems that were disentangled from one another and our CRM. MonetizeNow solved all of that for us. Review collected by and hosted on G2.com.

Maybe there is such a thing as too much testing. Once, I had an issue where a donation form was defaulting to monthly instead of one-time, and that did not make sense for the context of my link. Support said they were testing a feature, but there was no way to opt out of this test for this particular campaign. (Other AI/machine learning optimizations can be disabled if needed, but not this one yet. So I ended up forcing the one-time default with URL parameters to make the donation link work the way I needed it too.) Review collected by and hosted on G2.com.

Best available donor experience.

Auto-update recurring donor card info.

Magic link sign-in for donors to edit their own monthly gifts. Review collected by and hosted on G2.com.

ToucanTech's strength is the end to end integration. While all the functionality may be adequate, I would assume that it is not as flexible as using best of breed solutions for each component of the on-line presence. Review collected by and hosted on G2.com.

Establish initial online presence for a startup association. 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.

Nothing, but I'd love the option to allow multiple languages to be set in parallel

Would also like to have the possibility to generate invoices for already paid services, for tax purposes. Review collected by and hosted on G2.com.

I tested dozen of similar platforms and none would fully fit my needs. With vcita I was able to gather almost 100% of my needs and it makes my life so much easier with the level of customisation that it has. I can configure my services, packs, synch my calendars, offer multiple payment options, have the widget on my website and make use of the links to set up specific offers straight into my website. I also love the Customer Portal and how easy it is to chat and share documents with my clients. Review collected by and hosted on G2.com.

No issues noted they have been wonderful. I cannot speak highly enough of the professionalism of Live Impact! Review collected by and hosted on G2.com.

The ability to have one system of record for all volunteer activities Review collected by and hosted on G2.com.