Top Free Cash Flow Management Software

How Many Cash Flow Management Software Products Does G2 Track?

Total Products under this Category: 204

Category Stats (Nov 2026)

  • Average Rating: 4.55/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Embat (+0.42%) - Among all products in this category, Embat recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Cash Flow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,700+ Authentic Reviews
  • 204+ 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 Cash Flow Management Software

G2 Grid® for Cash Flow Management Software plotting products by satisfaction and market presence

Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Kyriba, Datarails, Billtrust, and Quadient Accounts Receivable.

Underlying data: [Grid® JSON](https://www.g2.com/categories/cash-flow-management/grids.json?focus%5B%5D=agicap&focus%5B%5D=qonto&focus%5B%5D=bill-ap-ar&focus%5B%5D=quickbooks-bill-pay&focus%5B%5D=kyriba&focus%5B%5D=datarails&focus%5B%5D=billtrust&focus%5B%5D=quadient-accounts-receivable)

Agicap

Agicap is the leading all-in-one modular Cash Flow and Treasury Management platform worldwide. Our AI-powered platform offers a Cash Flow Management core solution (bank connectivity, cash balancing, cash forecasts). It also includes a complete range of Accounts Payable and Accounts Receivable automation solutions in order to improve your company's cash performance: supplier invoice management, card spend management, cash collection, DSO analytics, etc. Agicap integrates and consolidates data from multiple sources and develops synergies between Products to meet all your cash challenges. - Banking Connectivity - Accounting Software & ERP Connectivity - Cash Flow Management - Cash Flow Planning - Accounts Payables Automation - Accounts Receivables Automation Since 2016, +8 000 SMEs and Mid-Market customers all across the world trust us. U.S. office: Austin (TX) European offices: Lyon (FR), Berlin (DE), Milan (IT), London (UK), and Barcelona (ES)

Average Rating: 4.4/5.0

Total Reviews: 382

How Do G2 Users Rate Agicap?

  • Forecast Comparison: 8.6/10 (Category avg: 8.6/10)
  • Forward Looking: 9.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.9/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)

Who Is the Company Behind Agicap?

  • Seller: Agicap
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Lyon, FR
  • LinkedIn® Page: www.linkedin.com
    812 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, CEO
  • Top Industries: Accounting, Computer Software
  • Company Size: 51% Small, 43% Medium

What Do G2 Reviewers Say About Agicap?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and user-friendly interface of Agicap, enhancing cash management and financial planning significantly.
  • Users commend Agicap's excellent customer support, highlighting its efficiency and tailored assistance for successful implementation.
  • Users appreciate the intuitive and powerful platform of Agicap, which simplifies cash management and enhances financial planning.
  • Users value the intuitive and user-friendly cash management features of Agicap, enhancing financial planning and transparency.
  • Users appreciate the efficiency of Agicap, streamlining cash management and enhancing financial planning with intuitive tools.
Cons
  • Users often face integration issues with Agicap, particularly during setup and in syncing with existing systems.
  • Users find the missing features in Agicap, like advanced reporting and better API, hinder effective usage.
  • Users feel that Agicap lacks limited customization options, making advanced setups and reports less adaptable to complex needs.
  • Users find the difficult setup of Agicap challenging, particularly when aligning accounts and features with their ERP.
  • Users experience sluggish implementation and feature management issues with Agicap, hindering effective use and productivity.

What Are Recent G2 Reviews of Agicap?

What Are G2 Users Discussing About Agicap?

Qonto

With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European leader in its category. Get started with a powerful Business Account for all your everyday banking needs. - Local IBANs (🇫🇷 French IBAN / 🇩🇪 German IBAN/ 🇮🇹 Italian IBAN / 🇪🇸 Spanish IBAN) - Payment cards: spend up to €200,000/month. No hidden costs. Pay online, in-store, and abroad, whatever the situation, our range of free and premium corporate cards included in your subscription has got you covered. - Transfers: flexible payment methods - from Instant SEPA to SWIFT - so you can pay, and get paid, faster. - Transactions: unlimited history and real-time notifications. - Financing: easy access to integrated financing options. Then, leverage our Financial tools to keep track of your money and help you grow your business. - Invoice management: centralize invoices & receipts in one place, get paid faster & automate your outgoing payments. - Spend management: control team spending with budgets, automatic receipt collection & tailored access. - Bookkeeping: collaborate seamlessly with your accountant, connecting to our suite of tools, and get a full, real-time cash flow overview.

Average Rating: 4.6/5.0

Total Reviews: 170

How Do G2 Users Rate Qonto?

  • Forecast Comparison: 8.2/10 (Category avg: 8.6/10)
  • Forward Looking: 8.1/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.4/10)

Who Is the Company Behind Qonto?

  • Seller: Qonto
  • Year Founded: 2016
  • HQ Location: Paris, Île-de-France, France
  • LinkedIn® Page: www.linkedin.com
    2,442 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Président
  • Top Industries: Accounting, Consulting
  • Company Size: 76% Small, 4% Medium

What Do G2 Reviewers Say About Qonto?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Qonto, noting its clean UI and seamless integration of features.
  • Users value the prompt and friendly customer support provided by Qonto, enhancing their overall experience.
  • Users value the efficiency of Qonto, appreciating its quick features and seamless integration for expense management.
  • Users love the intuitive interface of Qonto, which simplifies day-to-day finance management with seamless integration.
  • Users value the easy invoice matching feature of Qonto, simplifying tracking and management of transactions.
Cons
  • Users find the costs of services and transfer fees with Qonto to be significantly higher than traditional banks.
  • Users are frustrated by slow check deposit processing and limited integrations, which hinder a smoother experience.
  • Users experience poor customer support from Qonto, with unhelpful staff and frustrating communication issues.
  • Users find the pricing issues with Qonto to be high, especially for international transactions and service fees.
  • Users experience approval issues due to unhelpful staff, long processing times, and complicated initial setup.

What Are Recent G2 Reviews of Qonto?

What Are G2 Users Discussing About Qonto?

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: 1,792

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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: 9.4/10)

Who Is the Company Behind BILL AP/AR?

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 value the ease of use of BILL AP/AR, noting quick learning and efficient bill management features.
  • Users appreciate the easy payments with Bill.com, simplifying vendor payment processes and enhancing communication efficiency.
  • Users value the seamless integrations of BILL AP/AR, enhancing workflow and simplifying payment management with QuickBooks.
  • Users value the easy setup of BILL AP/AR, appreciating its straightforward implementation and seamless QuickBooks integration.
  • Users value the time-saving features of BILL AP/AR, streamlining invoice management and payment processes efficiently.
Cons
  • Users are frustrated with payment issues, including difficulties in voiding payments and distinguishing client windows.
  • Users find the missing features in BILL AP/AR limiting, particularly with AI functionality and lack of customization options.
  • Users are frustrated by sync errors in BILL AP/AR that lack clarity and require support for resolution.
  • Users face invoicing problems with BILL AP/AR due to a confusing client window and issues with payment voids.
  • Users indicate that vendor management can be complicated, leading to errors and difficulties when handling transactions across systems.

What Are Recent G2 Reviews of BILL AP/AR?

What Are G2 Users Discussing About BILL AP/AR?

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Relay

Relay is a financial technology company that helps small and medium-sized businesses in the U.S. take control of their money. The platform combines business check and savings accounts, payments, debit and credit cards, bill pay, invoicing, and expense tracking to make managing cash flow simple and transparent. With built-in controls, approvals, and integrations, Relay streamlines financial operations so teams can focus on growth. Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Relay Visa® Debit Card is issued by Thread Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. The Relay Visa Credit® Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used anywhere Visa credit cards are accepted.

Average Rating: 4.2/5.0

Total Reviews: 31

How Do G2 Users Rate Relay?

  • Forecast Comparison: 7.5/10 (Category avg: 8.6/10)
  • Forward Looking: 5.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 5.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.4/10)

Who Is the Company Behind Relay?

  • Seller: Relay Financial
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Toronto, Ontario, Canada
  • LinkedIn® Page: www.linkedin.com
    370 employees on LinkedIn®
  • Phone: 1-888-205-9304

Who Uses This Product?

  • Company Size: 74% Small

What Do G2 Reviewers Say About Relay?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Relay, highlighting its simple setup and efficient banking features.
  • Users value the excellent customer support from Relay, highlighting their accessibility and knowledgeable assistance for effective banking.
  • Users find the easy setup of Relay to be straightforward, enhancing their overall banking experience.
  • Users laud the setup ease of Relay, finding the initial account opening process straightforward and user-friendly.
  • Users value the convenient mobile banking app of Relay, providing easy access and excellent customer support anytime.
Cons
  • Users face payment issues with Relay, encountering refund difficulties and delays in international wire processing.
  • Users face approval issues with Relay, resulting in delays and unresponsive support for international transactions.
  • Users report frustrating experiences with poor customer support, especially regarding fund access and international payment issues.
  • Users report significant cancellation issues with Relay, causing delays and frustration in accessing their funds and payments.
  • Users report credit issues with Relay, including hacking and difficulties in customer support access for debit cards.

What Are Recent G2 Reviews of Relay?

Anchor

Anchor is billing and payments automation software for accounting firms, bookkeepers, and professional service businesses. It combines proposals, engagement letters, agreements, automated billing, and payment collection in one platform Helping service businesses get paid on time, every time effortlessly. With no subscription fees. Syncing 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: 130

How Do G2 Users Rate Anchor?

  • Forecast Comparison: 8.9/10 (Category avg: 8.6/10)
  • Forward Looking: 8.9/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.4/10)

Who Is the Company Behind Anchor?

  • Seller: Anchor
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Anchor?

AI-generated summary from verified user reviews

Pros
  • Users love how time-saving Anchor is, allowing quick proposal sending right after Discovery Calls without delays.
  • Users value the ease of use of Anchor, appreciating its mobile-friendliness and efficient proposal management.
  • Users value the automation features of Anchor, allowing for quick proposal creation and seamless integrations with workflows.
  • Users value the efficiency of Anchor, enjoying quick proposal creation and seamless integrations that enhance workflow.
  • Users value the flexibility of Anchor, enabling easy customization and efficient management of billing and payments.
Cons
  • Users report payment issues, including complexities with service splitting and concerns over Plaid's excessive permissions.
  • Users note processing delays have improved, but desire next day funding for a better experience.
  • Users desire greater customization options for email reminders and agreements, seeking more control over communications.
  • Users note a steep learning curve with Anchor, requiring time and effort to set up effectively.
  • Users note a 10-day delay in payouts via ACH, although improvements have been made to funding speeds.

What Are Recent G2 Reviews of Anchor?

Atlar

Atlar is the AI-native treasury platform that helps finance teams manage payments, cash, forecasting, and bank connectivity — all in one place. Built for modern teams at scaling companies, Atlar is a treasury management platform that replaces spreadsheets, bank portals, and manual workflows with real-time automation and visibility. It connects directly to banks and ERPs to centralize treasury and finance operations, helping teams move faster, reduce risk, and make better cash decisions. Finance and treasury professionals use Atlar to run global payments, automate reconciliation, track cash positions across entities and currencies, and forecast with confidence. Whether managing liquidity, passing audits, or scaling operations, Atlar provides the control and clarity needed at every stage of growth. Atlar is trusted by teams at companies like Acne Studios, Forto, GetYourGuide, Mangopay, Storytel, Tide, and Zilch. They’ve replaced repetitive tasks with real-time workflows and transformed treasury from a cost center into a strategic driver of growth. Key features and benefits include: – Real-time visibility into global cash positions and forecasts across accounts, entities, and banks. – Direct integrations with leading banks and ERPs like NetSuite for streamlined data and payment flows. – Automated payment operations, from approval workflows to execution and reconciliation. – Stronger financial controls with standardized processes and audit-ready oversight. – Liquidity optimization tools to better manage pooling, intercompany flows, and working capital. Atlar is headquartered in Stockholm and backed by Index Ventures and General Catalyst. It is a preferred partner of industry leaders such as NetSuite, Citi, Nordea, and others.

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Atlar?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.1/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.2/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.4/10)

Who Is the Company Behind Atlar?

  • Seller: Atlar
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    56 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Accounting
  • Company Size: 71% Medium, 26% Small

What Do G2 Reviewers Say About Atlar?

AI-generated summary from verified user reviews

Pros
  • Users find Atlar's ease of use exceptional, thanks to its intuitive interface and responsive customer support.
  • Users praise the exceptional customer support at Atlar, highlighting the quick and helpful responses from the team.
  • Users commend Atlar for its implementation ease, ensuring a smooth integration process with invaluable support and responsiveness.
  • Users highlight the efficiency of Atlar's integration process, making cash management smooth and stress-free.
  • Users appreciate the intuitive interface of Atlar, making data interpretation and treasury tasks remarkably easier.
Cons
  • Users find Atlar relatively expensive, especially with hidden costs and fees for additional bank connections.
  • Users experience integration issues that can delay setup, particularly with banks not on Atlar's partner list.
  • Users note the potential for extra charges due to hidden costs associated with bank connections and fees.
  • Users find Atlar's high fees a concern, particularly due to potential hidden costs and implementation charges.
  • Users note that implementation issues arise from onboarding banks and potential hidden costs associated with connections.

What Are Recent G2 Reviews of Atlar?

Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.6/5.0

Total Reviews: 166

How Do G2 Users Rate Fathom?

  • Forecast Comparison: 8.7/10 (Category avg: 8.6/10)
  • Forward Looking: 8.7/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)

Who Is the Company Behind Fathom?

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 63% Small, 30% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive automation features of Fathom, which significantly enhance efficiency and reduce errors.
  • Users appreciate the versatile reporting features of Fathom, enhancing their regular reporting cycles significantly.
  • Users praise the intuitive ease of use of Fathom, finding it highly efficient and user-friendly for reporting.
  • Users appreciate the reporting efficiency of Fathom, highlighting its intuitive automation and detailed customizable reports.
  • Users value the prompt and helpful customer support of Fathom, ensuring assistance is readily available when needed.
Cons
  • Users find the missing features in Fathom, struggling with rigid templates and insufficient customization options for reporting.
  • Users face upload issues with Fathom, finding the Excel format cumbersome and desiring a more seamless process.
  • Users find customization difficulties with Fathom, wishing for more flexibility in reporting and data presentation.
  • Users face import issues, struggling with seamless data uploads and integration with MYOB EXO, adding unnecessary steps.
  • Users feel improvements are needed in Fathom's handling of accruals and reporting customization for better usability.

What Are Recent G2 Reviews of Fathom?

Drivetrain

Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.7/5.0

Total Reviews: 146

How Do G2 Users Rate Drivetrain?

  • Forecast Comparison: 10.0/10 (Category avg: 8.6/10)
  • Forward Looking: 10.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • LinkedIn® Page: in.linkedin.com
    110 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 79% Medium, 18% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain exceptionally easy to use, with intuitive features that streamline workflows and enhance collaboration.
  • Users find Drivetrain's report creation capabilities essential for streamlining financial reporting and enhancing collaboration.
  • Users appreciate the reporting efficiency of Drivetrain, streamlining financial processes and enhancing productivity significantly.
  • Users commend the exceptional customer support and expertise of Drivetrain's team, ensuring smooth implementation and ongoing assistance.
  • Users value the easy integrations of Drivetrain, enabling seamless connections with various systems for real-time insights.
Cons
  • Users note a significant learning curve with Drivetrain, making model building more complex than traditional spreadsheets.
  • Users note the lack of advanced modeling features and poor documentation, leading to a challenging learning experience.
  • Users face a notable learning difficulty due to the different logic in building models compared to traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, complicating model structuring compared to traditional spreadsheets.
  • Users face a difficult learning curve with Drivetrain's advanced features, requiring time and guidance for effective use.

What Are Recent G2 Reviews of Drivetrain?

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

  • Forecast Comparison: 9.7/10 (Category avg: 8.6/10)
  • Forward Looking: 9.8/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.7/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.4/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from Clockwork.ai, making onboarding and implementation a seamless experience.
  • Users highlight the ease of use of Clockwork.ai, appreciating its quick implementation and user-friendly design.
  • Users highlight the ease of implementation with Clockwork.ai, thanks to exceptional support and intuitive design.
  • Users praise the implementation ease of Clockwork.ai, highlighting its straightforward setup and responsive support from the team.
  • Users praise the automation features of Clockwork.ai for their ease of use and impactful results in financial management.
Cons
  • Users note that loading times can be slow, taking 1-3 seconds to update and access features.
  • Users notice the slow performance of Clockwork.ai, especially during loading and updating processes.
  • Users note some performance issues, mentioning that loading and updating take 1-3 seconds, which is acceptable overall.
  • Users note that update issues can lead to minor delays, although overall performance remains acceptable.

What Are Recent G2 Reviews of Clockwork.ai?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses, finance teams, and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting directly to leading accounting platforms, operational tools, and custom data sources, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insights. Smarter Financial Reporting Automate management reports, financial statements, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, automated exchange-rate translations, and complex group structures without the need for an enterprise ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, boards, investors, lenders, or accounting clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, ChatGPT, Microsoft Copilot, and other AI assistants seamlessly using Joiin's Model Context Protocol (MCP) server connectivity. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactional data across entities and systems. Flexible Integrations & Data Access Unify your entire finance stack in one secure source of truth. Joiin offers seamless, direct integrations with leading accounting software, payment platforms, and custom data formats, including: Accounting Software: Xero, QuickBooks Online, Sage Accounting, FreeAgent, Pennylane, Puzzle, Zoho Books, MYOB, and Fortnox. Operational & Payment Sources: Stripe. Spreadsheets & Files: Direct import for Microsoft Excel and CSV files, alongside a native Excel Add-in. Custom Connectivity & Business Intelligence: Extend reporting into Power BI, Tableau, and other tools using the Joiin API (incoming and outgoing), or automate workflows via Zapier. Transparent, Tiered Pricing That Scales Start with a 14-day free trial with no long-term contracts. Joiin offers simple, tiered subscription plans designed to fit your organisation's size and complexity: Scalable Tiers: Flexible tiers based on your total entity count, making it easy to grow your plan with additional features. Unlimited Team & Report Access: Every plan includes unlimited users, unlimited reports, and unlimited dashboards, allowing your entire finance team and stakeholders to collaborate without per-user fees or unexpected charges. Security & Governance Enterprise-grade security featuring encrypted connections, role-based access, audit trails, and strict data controls to ensure reliable, fully governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 87

How Do G2 Users Rate Joiin?

  • Forecast Comparison: 8.0/10 (Category avg: 8.6/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Joiin, enjoying its intuitive navigation and streamlined reporting features.
  • Users value the ease of consolidation reporting with Joiin, significantly enhancing their management account preparation and efficiency.
  • Users appreciate the reporting efficiency of Joiin, saving time and simplifying multi-entity report preparation.
  • Users praise the excellent customer support of Joiin, noting fast responses and knowledgeable assistance whenever needed.
  • Users value the ease of report creation, praising its efficiency and user-friendly interface for customized reporting.
Cons
  • Users find inefficient reporting in Joiin, leading them to export data to Google Sheets for better formatting and updates.
  • Users find the reporting and charting features limited, necessitating external tools for effective data presentation.
  • Users find the reporting issues in Joiin frustrating, often resorting to other tools for finalizing accounts.
  • Users find the limited reporting functionality of Joiin inadequate, often needing external tools for better results.
  • Users find formatting issues in reports and exports that require additional cleanup for optimal presentation.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

G-Accon

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

Average Rating: 4.7/5.0

Total Reviews: 217

How Do G2 Users Rate G-Accon?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 8.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.4/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.4/10)

Who Is the Company Behind G-Accon?

  • Seller: G-Accon
  • Year Founded: 2017
  • HQ Location: Novi, MI
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 68% Small, 30% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of G-Accon, enabling seamless data integration and reliable automated reporting.
  • Users appreciate the automation capabilities of G-Accon, significantly streamlining financial reporting and data syncing.
  • Users appreciate the time-saving automation G-Accon provides, significantly streamlining report generation and financial consolidations.
  • Users love the seamless integration of G-Accon, easily syncing Xero data with Google Sheets for custom dashboards.
  • Users value the time-saving automation features of G-Accon, simplifying financial reporting across multiple entities.
Cons
  • Users face reporting issues with G-Accon, as data uploading and currency consolidation can be cumbersome and inefficient.
  • Users find the inefficient reporting with custom reports and currency consolidation cumbersome and unsatisfactory.
  • Users struggle with poor navigation in G-Accon, finding the interface non-intuitive and setup cumbersome.
  • Users find the UI a bit tricky and outdated, making initial setup and navigation less intuitive.
  • Users experience a steep learning curve with G-Accon, finding it unintuitive and challenging to master initially.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Syft

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

  • Forecast Comparison: 8.6/10 (Category avg: 8.6/10)
  • Forward Looking: 8.5/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Syft?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 70% Small, 28% Medium

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and versatile reporting of Syft, praising its effectiveness in decision-making and time-saving features.
  • Users value the easy integrations of Syft, which streamline processes, save time, and enhance productivity.
  • Users highlight the ease of integration with Quickbooks and comprehensive reporting options, enhancing financial management efficiency.
  • Users value the seamless integrations of Syft, enhancing efficiency and making financial management easier for all.
  • Users value Syft's reporting efficiency, which automates processes and saves time during month-end closings.
Cons
  • Users experience connectivity issues requiring reliance on Excel uploads and struggling to sync budget forecasting.
  • Users find customization difficult for reports in Syft, wishing for more options like those in Power BI or Tableau.
  • Users face Excel integration issues due to limited data connection options, affecting custom analytics capabilities.
  • Users find Syft to be expensive, as costs increase significantly for full access to its features.
  • Users face a learning curve with advanced analytics tools, despite helpful training resources being available.

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

Budgyt

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.

Average Rating: 4.8/5.0

Total Reviews: 108

How Do G2 Users Rate Budgyt?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Budgyt?

  • Seller: Budgyt
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 60% Medium, 36% Small

What Do G2 Reviewers Say About Budgyt?

AI-generated summary from verified user reviews

Pros
  • Users find Budgyt's ease of use exceptional, as it simplifies data syncing and budget management for all team members.
  • Users value the ease of use and data syncing in Budgyt, transforming budgeting into a streamlined process.
  • Users commend Budgyt for its ease of use in budgeting management, transforming complex processes into simple, efficient tasks.
  • Users commend Budgyt for its budgeting efficiency, simplifying workflows and enhancing productivity with intuitive design and seamless data syncing.
  • Users commend Budgyt's responsive customer support, ensuring timely resolutions and enhancing the overall user experience.
Cons
  • Users experience integration issues with Budgyt, hindering seamless functionality across multiple accounting systems and entities.
  • Users experience a learning difficulty with Budgyt, especially if they lack familiarity with accounting practices.
  • Users find the steep learning curve of Budgyt challenging, especially for those unfamiliar with accounting practices.
  • Users find the difficult setup and significant learning curve challenging, though ultimately beneficial for using Budgyt.
  • Users face Excel integration issues, relying on external spreadsheets for calculations due to Budgyt's complex built-in equation builders.

What Are Recent G2 Reviews of Budgyt?

What Are G2 Users Discussing About Budgyt?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.7/5.0

Total Reviews: 61

How Do G2 Users Rate Reach Reporting?

  • Forecast Comparison: 10.0/10 (Category avg: 8.6/10)
  • Forward Looking: 10.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Accounting, Financial Services
  • Company Size: 75% Small, 20% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Reach Reporting, significantly simplifying month-end reporting and data presentation.
  • Users find reporting tasks significantly easier with Reach Reporting, saving time and effort with efficient templates.
  • Users appreciate the reporting efficiency of Reach Reporting, streamlining month-end tasks and automating financial reports effectively.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making processes.
  • Users praise the responsive customer support of Reach Reporting, highlighting its efficiency in resolving issues swiftly.
Cons
  • Users desire additional missing features like improved forecasting capabilities and enhanced budget builder functionalities.
  • Users find Reach Reporting's system to be initially complex, needing time to learn and navigate effectively.
  • Users experience connectivity issues with Reach Reporting, noting slow syncing and limitations on multiple system connections.
  • Users find the dashboard limitations frustrating, wishing for better organization and improved forecasting functionalities.
  • Users find implementation issues with Reach Reporting, particularly in merging data smoothly and using the budget builder.

What Are Recent G2 Reviews of Reach Reporting?

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: 71

How Do G2 Users Rate Chaser?

  • Forecast Comparison: 6.7/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 6.7/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)

Who Is the Company Behind Chaser?

  • Seller: Chaser
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    37 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Managing Director
  • Top Industries: Accounting, Construction
  • Company Size: 70% Small, 20% Medium

What Do G2 Reviewers Say About Chaser?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the automation of Chaser, which streamlines communication and enhances efficiency in debt collection processes.
  • Users find Chaser to be very easy to use, facilitating quick setup and efficient credit control management.
  • Users value Chaser for its collections efficiency, simplifying credit control and saving significant time on payment follow-ups.
  • Users highlight the helpful customer support of Chaser, appreciating their assistance throughout the setup and beyond.
  • Users value the efficiency of Chaser for automating debt collection and simplifying credit control processes.
Cons
  • Users find the email functionality lacking as it complicates reminders and doesn't integrate tasks effectively.
  • Users find the email issues frustrating, specifically regarding frequency and sender authenticity, impacting response rates.
  • Users face email automation issues with Chaser, impacting reminders and reducing authenticity of communication.
  • Users find the email notifications overwhelming, wishing for fewer daily reminders and better organization of tasks and payments.
  • Users note the missing features like enhanced reporting and flexible payment plans, impacting usability and efficiency.

What Are Recent G2 Reviews of Chaser?

What Are G2 Users Discussing About Chaser?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 3, 2025