Top Free Accounts Receivable Software

How Many Accounts Receivable Software Products Does G2 Track?

Total Products under this Category: 287

Category Stats (Sep 2026)

  • Average Rating: 4.55/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Monto (+1.99%) - Among all products in this category, Monto recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Accounts Receivable Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,000+ Authentic Reviews
  • 287+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Accounts Receivable Software

G2 Grid® for Accounts Receivable Software plotting products by satisfaction and market presence

Highlighted products: Sage Intacct, PayPal Invoicing, Billtrust, BILL AP/AR, Nickel, Quadient Accounts Receivable, Square Point of Sale, and DualEntry.

Underlying data: [Grid® JSON](https://www.g2.com/categories/accounts-receivable/grids.json?focus%5B%5D=sage-intacct&focus%5B%5D=paypal-invoicing&focus%5B%5D=billtrust&focus%5B%5D=bill-ap-ar&focus%5B%5D=nickel&focus%5B%5D=quadient-accounts-receivable&focus%5B%5D=square-point-of-sale&focus%5B%5D=dualentry)

BILL AP/AR

BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions.

Average Rating: 4.4/5.0

Total Reviews: 1,785

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How Do G2 Users Rate BILL AP/AR?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 8.2/10 (Category avg: 8.5/10)
  • Accounting: 8.5/10 (Category avg: 8.9/10)
  • ERP: 7.8/10 (Category avg: 8.5/10)

Who Is the Company Behind BILL AP/AR?

  • Seller: BILL (previously Bill.com)
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Jose, CA
  • Twitter: @billcom
    17,263 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,407 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Accountant
  • Top Industries: Accounting, Non-Profit Organization Management
  • Company Size: 62% Small, 28% Medium

What Do G2 Reviewers Say About BILL AP/AR?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of BILL AP/AR, streamlining internal processes and enhancing efficiency in workflows.
  • Users value the easy payments process of Bill.com, enhancing efficiency in managing AP workflows and billing tasks.
  • Users appreciate the easy integrations of Bill AP/AR, enhancing efficiency and streamlining financial operations seamlessly.
  • Users find the easy setup of BILL AP/AR essential for quick staff implementation and streamlined workflows.
  • Users appreciate the time-saving features of BILL AP/AR, enhancing efficiency and reducing manual workload significantly.
Cons
  • Users report invoicing problems related to syncing issues and difficulties in managing invoice information effectively.
  • Users struggle with sync issues between BILL and their accounting software, leading to time-consuming manual corrections.
  • Users experience payment issues with complexities in workflows, syncing errors, and frustrations with international transactions.
  • Users report poor customer support, highlighting difficulties in reaching representatives and inconsistent quality of assistance.
  • Users find the missing features in BILL AP/AR frustrating, particularly with search limitations and approval workflows.

What Are Recent G2 Reviews of BILL AP/AR?

What Are G2 Users Discussing About BILL AP/AR?

Nickel

Cashflow is the lifeblood of every American business, yet the financial services you rely on to move, save, and borrow money quietly bleed it. Nickel is a different kind of company. We're an all-in-one accounts payable (AP) and accounts receivable (AR) platform that gives your business the financial products, software, and AI it needs to grow its cashflow. We only succeed when you succeed, which is why we do the one thing our peers won't: we publish exactly how we make money on every product. It's not a marketing stunt. It's the most transparent payment processor you'll find, and a new bar for the industry. More than 25,000 B2B businesses, and the accountants who serve them, run their cashflow on Nickel with free unlimited ACH and some of the lowest fees in the industry. Here's what you can do with Nickel: Get paid faster, Accounts Receivable. Create branded payment links and payment portals in seconds and share them by text, email, or your website. Customers pay by card, ACH, or check, and they never need a Nickel account. Save payment methods on file with Nickel Plus to enable one-click and recurring payments. Pay vendors without the busywork, Accounts Payable. Pay any business, 1099 contractor, or individual by ACH, card, wire, or mailed check using just their email address. Set custom approval workflows so large payments always get the right sign-off. Keep more of every dollar, transparent by design. Free unlimited ACH with no per-transaction percentage and no volume cap, on the Nickel Core plan with no monthly fee. No chargeback fees and no hidden costs, plus a published breakdown of how we make money on every product. Competitive 2.9% flat-rate card processing on all domestic cards, with the option to pass card fees to the payer. Built to handle high-value B2B transactions up to $1M without a hitch on Nickel Plus. Stay in sync and in control. Native QuickBooks sync (Online, Desktop, and Enterprise) means every payment matches your books one-to-one, with no batch deposits and no double entry. A Master Account and Subaccount structure lets you manage multiple businesses or clients under a single login. Earn 2% APY on idle cash in Nickel Balance, accrued daily. Developers can build on Nickel's REST API and webhooks for ACH, card, and wire with Nickel Pro. Backed by AI and real humans. CC Penny, Nickel's AI accountant, on any email to coordinate and handle a payment for you. And when money's on the line, a US-based support team is ready to assist you. We're setting an audacious new bar for transparency in financial services, and we want you to hold us to it. Don't ever settle for less. Join 25,000+ businesses moving their money on Nickel. Get started for free in five minutes, with no credit card required.

Average Rating: 4.9/5.0

Total Reviews: 225

How Do G2 Users Rate Nickel?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 7.5/10 (Category avg: 8.5/10)
  • Accounting: 8.2/10 (Category avg: 8.9/10)
  • ERP: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Nickel?

  • Seller: Nickel
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Brooklyn, US
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Construction
  • Company Size: 85% Small, 4% Medium

What Do G2 Reviewers Say About Nickel?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Nickel, appreciating its seamless integration and responsive support.
  • Users appreciate the easy and efficient ACH payment process with Nickel, enhancing their financial management experience.
  • Users find the easy setup of Nickel quick and seamless, enhancing their experience in managing transactions.
  • Users praise Nickel for its free ACH transfers, enhancing cost-effectiveness and simplifying financial processes significantly.
  • Users praise Nickel's responsive customer support and easy setup, enhancing their experience in managing payments.
Cons
  • Users note a lack of missing features, such as scheduling payments and improved transaction reliability on Nickel.
  • Users report issues with invoicing problems, including slow payment processing and the need for more flexible payment options.
  • Users experience delays in ACH payments, as processing times can vary and hinder reliable vendor communications.
  • Users experience inconsistent lead times for ACH payments, complicating cash flow management despite overall satisfaction with Nickel.
  • Users highlight invoicing issues with Nickel, noting difficulties in sending, tracking, and downloading invoices effectively.

What Are Recent G2 Reviews of Nickel?

Square Point of Sale

Square Point of Sale is a powerful, flexible POS system built for every kind of business—from restaurants and retailers to salons and professional services. With Square POS, you can manage your entire operation from one place. Accept payments in person, online, or on the go. Track sales, inventory, and customer preferences in real time, and use built-in analytics to understand how your business is performing across every location and channel. Tailored solutions of every business. Square POS includes seven industry modes: Quick Service, Full Service, Bar, Retail, Bookings, Services, and Standard. Each mode includes features designed for your business type, including order management, KDS, and pre-authorized tabs for restaurants, appointment scheduling for beauty providers, invoices and estimates for service professionals, and inventory and vendor management for retailers. A POS that grows with your business. As your business evolves, Square POS adapts with you. Easily switch modes, add locations, or manage multiple concepts within one app. Square hardware works across every mode, from countertop setups to mobile readers, so you can take payments wherever your customers are. Simplify your operations. Square combines payments, hardware, and software in one unified platform. Accept all major payment types, including tap, chip, swipe, and digital wallets like Apple Pay and Google Pay. Get paid as soon as the next business day, with transparent pricing, no hidden fees, and no long-term contracts. Insights and tools that drive growth. Square POS includes built-in reports that track sales, customers, staff, and inventory in real time. Square AI delivers smart insights to help you make more informed business decisions. And with integrated tools like Square Marketing, Payroll, Banking, and Square Online, you can manage your entire business from one connected platform. Get started in minutes. Square POS is free to download and simple to set up. Train your team quickly and start accepting payments right away. Explore advanced features with a 30-day free trial, and upgrade anytime. Transparent pricing means you always know what you’ll pay—with no contracts or surprises.

Average Rating: 4.6/5.0

Total Reviews: 1,184

How Do G2 Users Rate Square Point of Sale?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 8.8/10 (Category avg: 8.5/10)
  • Accounting: 9.2/10 (Category avg: 8.9/10)
  • ERP: 8.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Square Point of Sale?

  • Seller: Block
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Oakland, California
  • Twitter: @Square
    309,691 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12,254 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Business Owner
  • Top Industries: Retail, Food & Beverages
  • Company Size: 89% Small, 7% Medium

What Do G2 Reviewers Say About Square Point of Sale?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Square Point of Sale, appreciating its simple setup and intuitive interface.
  • Users appreciate the easy payment processing of Square Point of Sale, making transactions simple and efficient across devices.
  • Users appreciate the robust reporting tools of Square Point of Sale, enabling smarter business decisions with ease.
  • Users love the ease of use of Square Point of Sale, making it perfect for beginners and efficient for all.
  • Users highlight the simple setup of Square Point of Sale, appreciating its quick and seamless integration process.
Cons
  • Users express concern over high fees, which can accumulate and impact the cost-effectiveness of Square Point of Sale.
  • Users find the fees to be overly expensive, particularly for credit card processing and integrations with QBO.
  • Users find the access limitations frustrating, especially with connectivity issues impacting overall functionality and usability.
  • Users find the missing features of Square Point of Sale limit its effectiveness for e-commerce and usability.
  • Users report payment issues with Square Point of Sale, citing high fees and slow account verification processes.

What Are Recent G2 Reviews of Square Point of Sale?

What Are G2 Users Discussing About Square Point of Sale?

DualEntry

DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.

Average Rating: 4.9/5.0

Total Reviews: 124

How Do G2 Users Rate DualEntry?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 9.4/10 (Category avg: 8.5/10)
  • Accounting: 9.6/10 (Category avg: 8.9/10)
  • ERP: 9.4/10 (Category avg: 8.5/10)

Who Is the Company Behind DualEntry?

  • Seller: DualEntry
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • Twitter: @dualentry
    765 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Manufacturing
  • Company Size: 49% Medium, 34% Small

What Do G2 Reviewers Say About DualEntry?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
  • Users admire the intuitive layout and powerful features of DualEntry, enhancing ease of use and efficiency.
  • Users value the efficiency of DualEntry's powerful bulk import and intuitive dashboard for streamlined data management.
  • Users appreciate the seamless integrations in DualEntry, enhancing workflow efficiency and accuracy in financial management.
  • Users appreciate the time-saving automation of DualEntry, allowing teams to focus on strategic decision-making.
Cons
  • Users feel there is confusion due to dependency on the parent company, which could hinder independent operations.
  • Users are disappointed by the absence of a mobile app, limiting access and flexibility for on-the-go use.
  • Users find limited customization in DualEntry, posing challenges for tailored reporting and integration with niche tools.
  • Users find the interface impressive but feel it can be overwhelming due to a lack of guidance for new users.
  • Users find the learning difficulty of DualEntry challenging due to limited guidance for new users during setup.

What Are Recent G2 Reviews of DualEntry?

Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

Average Rating: 4.9/5.0

Total Reviews: 125

How Do G2 Users Rate Anchor?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 9.4/10 (Category avg: 8.5/10)
  • Accounting: 9.5/10 (Category avg: 8.9/10)
  • ERP: 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Anchor?

  • Seller: Anchor
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • Twitter: @Say_anchor_
    169 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Consulting
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About Anchor?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the time-saving features of Anchor, allowing easy billing and proposal management without hassle.
  • Users find Anchor to be incredibly easy to use, enhancing efficiency for both service providers and their clients.
  • Users appreciate the automation of billing in Anchor, simplifying processes and enhancing overall efficiency in managing finances.
  • Users value the efficiency of Anchor, as it simplifies processes and saves time in managing proposals and billing.
  • Users value the flexibility of Anchor, enhancing their professional processes and streamlining proposals and billing integration.
Cons
  • Users find payment issues frustrating, such as unclear payment plans and the need for improved funding speed.
  • Users note occasional processing delays for funds, but improvements have been made making wait times shorter overall.
  • Users express frustration over the limited customization options in Anchor, impacting flexibility and personalization in agreements.
  • Users note a steep learning curve with Anchor, requiring time to master its features despite excellent support.
  • Users experience occasional delays in fund payouts, especially with ACH payments, impacting their cash flow slightly.

What Are Recent G2 Reviews of Anchor?

Ignition

From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows

Average Rating: 4.7/5.0

Total Reviews: 122

How Do G2 Users Rate Ignition?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 8.3/10 (Category avg: 8.5/10)
  • Accounting: 9.4/10 (Category avg: 8.9/10)
  • ERP: 9.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Ignition?

  • Seller: Ignition
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Chippendale, Australia
  • Twitter: @ignitionapp
    11,259 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    345 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 89% Small, 3% Medium

What Do G2 Reviewers Say About Ignition?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Ignition, finding it intuitive and efficient for client interactions and payments.
  • Users commend Ignition for its exceptional customer support, highlighting helpful assistance and quick response times.
  • Users praise the easy setup of Ignition, allowing quick implementation and seamless integration with existing systems.
  • Users commend Ignition for its time-saving capabilities, streamlining proposals and payments effortlessly and enhancing efficiency.
  • Users commend Ignition for its effortless efficiency, significantly streamlining processes and enhancing their onboarding experience.
Cons
  • Users highlight the high cost of Ignition as a significant drawback, despite its positive impact on their business.
  • Users note a significant learning curve when using Ignition, leading to occasional mistakes and a time-intensive setup.
  • Users feel the need for more customization options in Ignition, particularly for forms and pricing packages.
  • Users desire more customization features in Ignition, particularly for forms and proposal versioning.
  • Users face payment issues with high subscription costs and limited refund options, complicating financial management.

What Are Recent G2 Reviews of Ignition?

What Are G2 Users Discussing About Ignition?

Upflow

Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Finance, Sales, and Customer Success work from the same customer context, while Finance controls the strategy and level of agent autonomy. By combining team judgment with agent execution, Upflow scales that strategy across every customer and every stage of the invoice-to-cash cycle. The four products: Upflow Insights builds the strategy. It turns AR data into answers you can act on: which accounts carry risk, when cash lands each month, and what drives collections performance. Forecasts are built on how customers actually pay, and the Insights Agent surfaces deteriorating payment behavior before it becomes bad debt. Live AR data is also accessible from Claude, ChatGPT, or Copilot through the Upflow MCP server. Upflow Collections executes the strategy. The Collections Agent runs your AR playbook across multiple channels: email, SMS, calls, and letters and centralizes the entire context in a structured way. It executes tasks, replies to customers, logs promise-to-pay dates, flags disputes, and escalates to a collector when judgment is needed. You can run multiple agents in parallel, each grounded in the customer's payment history and active conversations. Alongside them, the AP Portal Agent takes on invoice submissions into customer AP portals. Autonomy stays in your hands: each agent skill runs in suggestion-only mode or fully autonomous, and you expand what agents handle as trust builds. Every action is logged and auditable. Upflow Payments removes the payment execution friction while providing your customers with a consumer grade checkout experience. Customers pay through a portal that carries your brand, with saved payment methods and autopay. Finance owns the setup, the payment mix, and the costs, and activation is self-service with same-day go-live. Upflow Cash App closes the loop. The Cash App Agent matches bank payments to open invoices, including the short pays, bulk payments, and partial payments that break rule-based tools, then syncs reconciled cash to your ERP in real time. Collections sees what is genuinely owed and follows up sooner. One foundation underneath Every agent works from Upflow Intelligence, the AI foundation of the platform. Trained on the largest dataset of B2B financial relationships, it holds the complete context on each customer, everything paid, promised, said, and disputed, so every product and agent acts on the full picture. Ask Upflow is the conversational entry point to that intelligence: which lets you query your AR data, configure workflows, and direct your agents from one interface. It gives teams a direct way to shape how the platform works, from the rules behind a workflow to the actions an agent performs. Insights, configuration, and execution all happen through the same interface. Integrations High quality integration is the data infrastructure foundation the entire Upflow platform runs on. Upflow builds native, two-way integrations that go deeper than the standard connector, and maintains them as first-class as the tools they connect to evolve. Coverage spans the finance stack: NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, and Rillet on the ERP side, billing systems including Chargebee, Stripe Billing, and Zuora, Salesforce and HubSpot for CRM, and Gmail and Slack for communication. The Upflow REST API covers custom builds on proprietary and internal systems, and Upflow's professional services team scopes and builds those integrations directly. The result: data flows from every source in real time and stays in sync, teams collect smarter, strengthen the relationships behind their revenue, and cut DSO by 30% on average within three months. Upflow Discover Upflow Discover is the free plan for understanding your AR performance. Connect your finance tools and get Upflow's dashboards and analytics on day one: real-time visibility into collections performance, DSO, and payment behavior, benchmarked against best-in-class B2B companies. Teams use it to find out where their AR stands, spot what needs fixing, and build the case for what to improve next. Try Upflow Discover now: https://insights.upflow.io/en/discover-upflow-for-free

Average Rating: 4.8/5.0

Total Reviews: 233

How Do G2 Users Rate Upflow?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 9.1/10 (Category avg: 8.5/10)
  • Accounting: 8.9/10 (Category avg: 8.9/10)
  • ERP: 8.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Upflow?

  • Seller: Upflow
  • Company Website:
  • Year Founded: 2018
  • HQ Location: New York City, United States
  • LinkedIn® Page: www.linkedin.com
    87 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 39% Small

What Do G2 Reviewers Say About Upflow?

AI-generated summary from verified user reviews

Pros
  • Users find Upflow to be easy to use, enhancing their collections process and improving overall cash flow.
  • Users value the efficiency of automation in Upflow, enhancing credit control and improving follow-up speed significantly.
  • Users praise Upflow for its exceptional customer satisfaction, highlighting easy use and responsive support throughout their experience.
  • Users praise Upflow for its time-saving automation, allowing efficient credit control and streamlined follow-up processes.
  • Users praise the collections efficiency of Upflow for significantly saving time and improving accounts receivable management.
Cons
  • Users report payment issues with Upflow, citing concerns over email professionalism and currency discrepancies.
  • Users desire greater flexibility in reporting, noting limitations in format consistency and customization options in Upflow.
  • Users find limited customization in Upflow, feeling constrained when trying to tailor reports and dashboards.
  • Users find the limited options in Upflow, such as notes and live chat, frustrating and restrictive for customer reminders.
  • Users are frustrated with missing features, especially the lack of displayed overpayments and journal updates.

What Are Recent G2 Reviews of Upflow?

Nuvo

Nuvo is the AI-native order-to-cash network for the businesses that power the physical economy. Nuvo combines proprietary data, advanced workflows, and AI into a single platform, built to support the realities of multi-party trade, so you can lower costs, reduce risk, and accelerate revenue. - 150,000+ verified businesses on the Nuvo Network - 98% first-time application completion rate - 90% faster customer onboarding Three products run on one shared platform: the Trade Graph, a real-time unified trade-data network, CRM and ERP integrations, role-based permissions, and reporting and analytics. 1. Onboarding & Credit Secure, verified customer onboarding that replaces PDF forms and manual applications. - Verified identity with built-in KYB/KYC - Automated trade reference collection and bank verification, including T12M balances - 90% faster approvals to accelerate revenue - Configurable decisioning, reviews, order flows, and always-on portfolio monitoring by your own policies - Clean data written straight back to your ERP 2. Accounts Receivable Unify the entire customer-to-cash lifecycle and collect your cash faster. - Custom-branded self-service payment portal - Automated cash application and reconciliation - Agentic collections and short-pay handling to bring down DSO - All payment methods flow to a single unified bank account for easy management NB: Nuvo is a financial technology company, not a bank. Bank account and banking services provided by Column N.A., Member FDIC. 3. Nuvo Intelligence: AI Agents An agentic intelligence layer that works across the entire customer-to-cash lifecycle, while your team stays in control of every decision. - Credit Research and Doc Intelligence agents that enrich and verify customers at intake - Risk Monitoring agents that surface changes in credit, ownership, and payment behavior across your book - Collections agents that match payments, chase missing remittances, and reconcile to your ERP - Outcomes: better customer experience, lower risk of fraud, and increased efficiency Why teams choose Nuvo Credit: Faster approvals, more precise decisioning informed by proprietary signals on top of your existing data, and less risk of bad debt and fraud. AR: Efficient agentic reconciliation, securely stored verified payment methods, and one unified bank account. Sales: Faster time to first purchase, real-time visibility into where every customer is in the process, and speed to outrun the competition.

Average Rating: 4.7/5.0

Total Reviews: 27

How Do G2 Users Rate Nuvo?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 6.0/10 (Category avg: 8.5/10)
  • Accounting: 6.8/10 (Category avg: 8.9/10)
  • ERP: 6.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Nuvo?

  • Seller: Nuvo
  • Year Founded: 2021
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    117 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Medium, 19% Small

What Do G2 Reviewers Say About Nuvo?

AI-generated summary from verified user reviews

Pros
  • Users find Nuvo's ease of use impressive, making workflow integration seamless and efficient for daily tasks.
  • Users rave about the amazing customer support from Nuvo, which enhances their seamless and efficient experience.
  • Users experience exceptional customer satisfaction with Nuvo, praising its user-friendly interface and responsive support team.
  • Users find Nuvo's time-saving features streamline workflows, making processes quicker and more efficient.
  • Users appreciate how Nuvo enhances efficiency, streamlining workflows and facilitating quick, reliable processes with excellent support.
Cons
  • Users find the limited functionality of Nuvo restricts their ability to customize and meet specific needs.
  • Users note the missing features in Nuvo, such as limited credit reports and lack of customizable options.
  • Users report email automation issues with Nuvo, including missing notifications and challenges for customers in application processes.
  • Users are frustrated with the lack of email notifications for application approvals, affecting communication and workflow efficiency.
  • Users note limited automation regarding flow switching and tax exempt management, desiring improved functionality and permanent solutions.

What Are Recent G2 Reviews of Nuvo?

D&B Finance Analytics Credit Intelligence

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience.

Average Rating: 4.5/5.0

Total Reviews: 98

How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 6.3/10 (Category avg: 8.5/10)
  • Accounting: 7.2/10 (Category avg: 8.9/10)
  • ERP: 6.4/10 (Category avg: 8.5/10)

Who Is the Company Behind D&B Finance Analytics Credit Intelligence?

  • Seller: Dun & Bradstreet
  • Company Website:
  • HQ Location: Short Hills, NJ
  • Twitter: @DunBradstreet
    22,541 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,747 employees on LinkedIn®
  • Ownership: NYSE: DNB

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 49% Medium, 29% Small

What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence?

AI-generated summary from verified user reviews

Pros
  • Users find D&B Finance Analytics Credit Intelligence to be very easy to use, streamlining decision-making and credit evaluation.
  • Users appreciate the insightful analysis and predictions D&B Finance Analytics provides for evaluating supplier creditworthiness.
  • Users value the comprehensive, real-time data D&B Finance Analytics provides, aiding smart credit decision-making and risk assessment.
  • Users value the user-friendly tools of D&B Finance Analytics, facilitating efficient credit assessment and management.
  • Users value the real-time visibility of credit risk data provided by D&B Finance Analytics, facilitating informed decision-making.
Cons
  • Users report inaccuracy in data updates and missing details, affecting reliability and user experience of the platform.
  • Users often experience data inaccuracy, facing outdated information and delays that hinder effective risk assessments.
  • Users find the reporting issues frustrating due to fluctuating scores and a lack of detailed explanations.
  • Users find the overwhelming data presentation and confusing terminology to be major obstacles in effective usage.
  • Users find the complexity of D&B Finance Analytics challenging, especially with overwhelming data and confusing setup processes.

What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence?

What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence?

BlueSnap Accounts Receivable Automation

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.

Average Rating: 4.6/5.0

Total Reviews: 37

How Do G2 Users Rate BlueSnap Accounts Receivable Automation?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind BlueSnap Accounts Receivable Automation?

  • Seller: BlueSnap
  • Year Founded: 2001
  • HQ Location: Boston, MA
  • Twitter: @BlueSnapInc
    2,163 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    153 employees on LinkedIn®
  • Phone: 1 (781) 790-5013

Who Uses This Product?

  • Company Size: 59% Small, 19% Medium

What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of BlueSnap Accounts Receivable Automation, streamlining invoicing and enhancing payment speed effortlessly.
  • Users appreciate the efficiency of BlueSnap Accounts Receivable Automation, minimizing manual work and streamlining invoicing processes.
  • Users value the seamless payment processing of BlueSnap, enhancing efficiency and reducing manual follow-ups on invoices.
  • Users love the time-saving automation of BlueSnap Accounts Receivable, streamlining invoicing and payments effortlessly.
  • Users love the ease of use of BlueSnap Accounts Receivable Automation, streamlining invoicing and payment processes effortlessly.
Cons
  • Users often find the complexity of BlueSnap's setup and reporting features impacts their efficiency and experience negatively.
  • Users feel that reporting is complicated, requiring extra effort to interpret data, especially under pressure.
  • Users express frustration with limited customization, making it difficult to adapt workflows for unique billing scenarios.
  • Users find the reporting features unclear, requiring extra effort to see progress and affecting overall efficiency.
  • Users find the complex features of BlueSnap Accounts Receivable Automation challenging, particularly during setup and reporting.

What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation?

TallyPrime

TallyPrime is a comprehensive business management software solution designed to assist organizations in efficiently managing their invoicing, accounting, inventory, banking, cash and credit management, taxation, payroll, and cost management, among other essential functions. By consolidating multiple business operations into a single platform, TallyPrime aims to simplify complex processes, allowing users to concentrate on driving business growth rather than getting bogged down by administrative tasks. Targeted primarily at small to medium-sized enterprises, TallyPrime caters to a diverse range of industries, including retail, manufacturing, and services. Its user-friendly interface and intuitive design make it easier to get started with. Businesses can leverage TallyPrime to streamline their operations, ensuring that all financial and operational aspects are interconnected and easily manageable. This integrated approach not only enhances efficiency but also fosters better decision-making and strategic planning. One of the standout features of TallyPrime is its extensive reporting capabilities. With over 400+ insightful business reports, users can gain a comprehensive view of their organization’s performance. These reports can be generated quickly, allowing for real-time analysis and informed decision-making. Furthermore, TallyPrime offers customization options, enabling users to tailor reports to their specific needs. The ability to access reports on mobile or any devices ensures that business owners and managers can stay updated on their operations from anywhere, facilitating easy access of data anytime. In addition to its robust reporting features, TallyPrime automates critical business processes, significantly reducing the time and effort required for routine tasks. This automation not only enhances operational efficiency but also minimizes the risk of human error, leading to more accurate financial records. The software also provides tools for effective cash and credit management, ensuring that businesses maintain healthy financial practices. Overall, TallyPrime stands out in the business management software category by offering a holistic solution that integrates various functions into a single platform. Its focus on automation, extensive reporting capabilities, and user-friendly design make it an invaluable tool for businesses looking to optimize their operations and achieve sustainable growth.

Average Rating: 4.4/5.0

Total Reviews: 289

How Do G2 Users Rate TallyPrime?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 10.0/10 (Category avg: 8.5/10)
  • Accounting: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind TallyPrime?

  • Seller: Tally Solutions
  • Company Website:
  • Year Founded: 1986
  • HQ Location: Bangalore
  • Twitter: @tallysolutions
    14,693 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,945 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Senior Accountant
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 59% Small, 35% Medium

What Do G2 Reviewers Say About TallyPrime?

AI-generated summary from verified user reviews

Pros
  • Users value TallyPrime's ease of use, praising its intuitive interface and powerful functionality for efficient accounting.
  • Users value TallyPrime for its easy and reliable accounting management, ensuring accurate financial records and GST compliance.
  • Users value the accounting efficiency of TallyPrime, appreciating its speed and reliability in financial management.
  • Users value the reliable accounting features of TallyPrime, emphasizing its efficiency and strong GST compliance.
  • Users appreciate the efficient reporting capabilities of TallyPrime, making financial management streamlined and effective.
Cons
  • Users find the missing features of TallyPrime, such as a mobile app, hinder overall functionality and convenience.
  • Users note the limited customization options in TallyPrime, hindering flexibility in reports and invoices.
  • Users feel that the interface design of TallyPrime is outdated, hindering usability and complicating advanced feature utilization.
  • Users find TallyPrime user-unfriendly due to its outdated UI and steep learning curve for advanced features.
  • Users find the learning curve challenging for new users, particularly those without prior accounting experience.

What Are Recent G2 Reviews of TallyPrime?

What Are G2 Users Discussing About TallyPrime?

iPayments

iSolutions Payments is a leading provider of integrated payment and collections solutions built to automate accounts receivable. With iPayments, a native solution for Dynamics 365 Business Central, businesses streamline invoicing, collections, and digital payments, including credit cards, ACH, Click to Pay, Advanced Collections, and a self-service Customer Portal. iSolutions empowers finance teams to improve cash flow, reduce manual work, and deliver a better customer payment experience, all within a single, fully integrated financial management solution for Dynamics 365.

Average Rating: 4.8/5.0

Total Reviews: 46

How Do G2 Users Rate iPayments?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 9.9/10 (Category avg: 8.5/10)
  • Accounting: 9.7/10 (Category avg: 8.9/10)
  • ERP: 9.6/10 (Category avg: 8.5/10)

Who Is the Company Behind iPayments?

  • Seller: iSolutions Payments
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Indianapolis, US
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Manufacturing
  • Company Size: 59% Medium, 41% Small

What Do G2 Reviewers Say About iPayments?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless payment processing of iPayments, enhancing cash flow and efficiency in their businesses.
  • Users appreciate the ease of use of iPayments, enabling quick setup and intuitive transaction management.
  • Users appreciate the seamless Microsoft Dynamics integration of iPayments, enhancing efficiency and supporting business growth.
  • Users value the efficiency of iPayments for quick payment processing and streamlined cash flow management.
  • Users appreciate the invoice management tools of iPayments, enhancing cash flow reporting and facilitating client payments.
Cons
  • Users feel the lack of detailed reporting features hampers visibility and efficiency in managing customer accounts.
  • Users find the setup process challenging, as it may take longer than expected, impacting overall adoption.
  • Users highlight the high fees associated with iPayments, complicating budgeting and contract management.
  • Users struggle with poor customer support, facing challenges during urgent issues and lacking assistance with compliance matters.
  • Users report that iPayments has high costs and unexpected charges, complicating budgeting and contract management.

What Are Recent G2 Reviews of iPayments?

Melio

Melio is an Accounts Payable/Accounts Receivable platform, designed to streamline B2B payments for businesses of any size. Easily manage vendor payments, invoices, and cash flow with flexible payment methods like bank transfers or cards, and maintain control through scheduled payments. Melio syncs with QB and Xero, keeping records up to date. It also optimizes financial operations by automating approvals, scheduling, and reconciliation, reducing administrative tasks so you can focus on growing your business. Try all of Melio's features free for 30 days before you choose a plan.

Average Rating: 4.4/5.0

Total Reviews: 247

How Do G2 Users Rate Melio?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 8.7/10 (Category avg: 8.5/10)
  • Accounting: 8.7/10 (Category avg: 8.9/10)
  • ERP: 8.1/10 (Category avg: 8.5/10)

Who Is the Company Behind Melio?

  • Seller: Xero
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Wellington
  • Twitter: @Xero
    77,493 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6,186 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 93% Small, 6% Medium

What Do G2 Reviewers Say About Melio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the convenience and ease of use of Melio, streamlining payments and integrating well with QuickBooks.
  • Users value the easy payment process of Melio, enjoying the convenience and speed of transactions.
  • Users enjoy the easy integrations of Melio, simplifying payment processes and enhancing overall efficiency.
  • Users find Melio's easy setup and integration with QuickBooks Online to be incredibly beneficial for managing payments.
  • Users find Melio's simplicity in processing vendor payments remarkably efficient and user-friendly for business needs.
Cons
  • Users experience frustrating delays in payment processing, often waiting over a week for vendors to receive funds.
  • Users express frustration with Melio's poor customer support, citing lack of resolution and unproductive communication efforts.
  • Users report payment issues with Melio, highlighting missed transactions and poor customer support without clear resolution.
  • Users face payment delays with Melio, often experiencing unresolved issues and inadequate communication regarding missing funds.
  • Users find the high fees associated with Melio cumbersome, especially for businesses with frequent or large transactions.

What Are Recent G2 Reviews of Melio?

What Are G2 Users Discussing About Melio?

ApprovalMax

ApprovalMax is Accounts Payable approval software for finance teams using QuickBooks Online, Xero, and NetSuite. Trusted by 20,000+ businesses around the world, it sits between your accounting platform and every outgoing payment, making sure nothing moves without the right sign-off, at the right level, with the right documentation attached. Finance teams that outgrow email-based approvals use ApprovalMax to automate the entire approval process – from bills and purchase orders to expenses, credit notes, and batch payments. Approval workflows route automatically based on rules you define. Approvers act from any device. And every decision generates a permanent, time-stamped record without anyone having to compile it. What ApprovalMax does - Routes invoices and purchase orders to the correct approvers automatically, based on vendor, amount, department, or any combination of your own policies - Flags duplicate invoices, alerts finance teams when vendor bank details change, and enforces coding rules at the point of approval – before money moves - Shows live budget impact to approvers at the moment of decision, so overspend is prevented rather than explained after the fact - Generates an immutable audit trail for every approval: who approved, what they reviewed, and when each step occurred - Scales from simple single-step workflows to multi-tiered, multi-entity approval chains – without requiring approvers to hold licenses in your accounting platform Who uses it ApprovalMax is used by in-house finance teams, controllers, CFOs, and the accountants and bookkeepers who support them. It's designed for businesses that need structured, enforceable approval controls – and that can't afford to find out what slipped through after the fact. For finance teams, it removes the manual chase and replaces it with workflows that run in the background. For finance leaders, it provides governance they can demonstrate to auditors, boards, and investors on demand. For accountants, it's a single platform that works across every client.

Average Rating: 4.6/5.0

Total Reviews: 86

How Do G2 Users Rate ApprovalMax?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 6.7/10 (Category avg: 8.5/10)
  • Accounting: 10.0/10 (Category avg: 8.9/10)
  • ERP: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind ApprovalMax?

  • Seller: ApprovalMax
  • Company Website:
  • Year Founded: 2016
  • HQ Location: London, GB
  • Twitter: @approvalmax
    780 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    135 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Health, Wellness and Fitness
  • Company Size: 55% Small, 34% Medium

What Do G2 Reviewers Say About ApprovalMax?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the streamlined and automated approval workflows of ApprovalMax, enhancing efficiency and visibility in the process.
  • Users commend the ease of use of ApprovalMax, appreciating its intuitive setup and flexibility for efficient workflows.
  • Users appreciate the easy integrations with accounting systems like Xero and QuickBooks, enhancing workflow efficiency.
  • Users appreciate the efficiency of ApprovalMax, enabling streamlined workflows and enhanced financial transaction management.
  • Users value the strong integration with accounting systems, enhancing workflow efficiency and maintaining synced financial data.
Cons
  • Users experience missing features in ApprovalMax, hindering smooth workflows and complicating user support efforts.
  • Users face approval issues due to complicated workflows and missing approvers, making setup and adjustments challenging.
  • Users often face data management issues such as 2FA hurdles and tricky approval reassignments, complicating their experience.
  • Users find limitations around expense management frustrating, as it can lead to extra work and re-uploads.
  • Users find the lack of communication features in ApprovalMax hinders support and delays feature request visibility.

What Are Recent G2 Reviews of ApprovalMax?

Chaser

Automate and streamline your accounts receivable process. Improve cash flow visibility. Get visibility over every debtor interaction and easily forecast cash flow with customizable overviews. Reduce days sales outstanding. Maintain strong customer relationships. Winner of Best Technology Provider at the Credit Strategy Awards (2024), Management Today Best Use of Innovation (2023), and CICM British Credit Awards B2B Supplier of the Year (2022). Chaser users: - Get invoices paid 54+ days sooner - Save 15+ hours per week on accounts receivable tasks - Reduce days sales outstanding by 75%+ - Grow fearlessly with predictable cash flow - Maintain strong customer relationships Track and manage every interaction in one place - Gain complete visibility with all debtor communications, replies, and call notes logged automatically - See a full communication history for every invoice and every customer - Log communications in your CRM automatically with integrations for HubSpot, Salesforce, Zoho, and more - Record and store debtor phone calls directly in Chaser, set reminders, and assign follow-up tasks to your team Automate without losing the human touch - Send personalized reminders from your own email address, complete with your usual signature and branding - Use AI to instantly draft professional replies in your tone of voice - Customize templates to match your business style for consistent communication Grow confidently with customizable cash flow visibility - View automatic cash flow predictions from your accounting system data and debtor payment behavior - Reflect your business reality with full flexibility in overrides and anomalies - Save time building forecasts from scratch, and avoid using rigid automated tools Optimize your collections approach - Segment debtors into unlimited workflows based on factors like payment behavior, risk level, or language - Automate reminders across your chosen schedule and escalation paths - Escalate senders automatically to more senior contacts when payments are overdue - Avoid chasing outside working hours, on weekends, or on bank holidays - Gain ongoing insights from credit checks, monitoring, and AI debtor insights so you know which accounts to prioritize Encourage faster payment - Give customers a secure Payment Portal linked in every reminder, offering multiple payment options - Offer flexible installment plans to suit customer needs - Incentivize prompt payment with early payment discounts and apply late fees automatically where needed Use multiple follow-up channels for maximum reach - Send reminders via email, SMS, letters, and automated debtor phone calls to ensure messages are received - Include secure payment portal links and QR codes in all reminders to make paying as easy as possible - Maintain a consistent, professional tone across every channel to strengthen relationships and improve results Seamlessly connected to your existing systems - Connect Chaser to any accounting software, ERP or CRM with a range of integration options - Ensure you never follow-up with debtors incorrectly, with data-syncs every hour, on-demand when you request them, and before any communication is sent

Average Rating: 4.3/5.0

Total Reviews: 70

How Do G2 Users Rate Chaser?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Bank Reconciliation: 7.6/10 (Category avg: 8.5/10)
  • Accounting: 9.2/10 (Category avg: 8.9/10)
  • ERP: 6.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Chaser?

  • Seller: Chaser
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London, GB
  • Twitter: @chaser_hq
    3,090 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Managing Director
  • Top Industries: Accounting, Construction
  • Company Size: 71% Small, 19% Medium

What Do G2 Reviewers Say About Chaser?

AI-generated summary from verified user reviews

Pros
  • Users love the automation with Chaser, streamlining payment reminders and enhancing cash flow management effortlessly.
  • Users praise Chaser for its ease of use, highlighting seamless integration and efficient invoice management capabilities.
  • Users value Chaser for its collections efficiency, streamlining invoice management and automating follow-ups while enhancing cash flow.
  • Users value the helpful customer support during setup, enhancing the overall experience with Chaser.
  • Users highly value Chaser’s time-saving efficiency through automated, friendly invoice reminders that enhance cash flow management.
Cons
  • Users find the email functionality confusing due to double reminders and decreased authenticity from modified sender information.
  • Users express concern over email issues, noting confusion from multiple daily reminders and a decrease in authenticity of sender information.
  • Users find the email notifications overwhelming, wishing for fewer reminders and improved authenticity in sender information.
  • Users report email automation issues with Chaser, such as bounced emails and less authentic sender information impacting responses.
  • Users express a need for enhanced reporting features as current options feel inadequate for tailored insights.

What Are Recent G2 Reviews of Chaser?

What Are G2 Users Discussing About Chaser?