Top Free Cash Flow Management Software - Page 2

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)

Centime

Centime is the leading and best-in-class Accounts Payable, Accounts Receivable, Cash Forecasting & Expense Management solution for mid-market finance teams on NetSuite, Sage Intacct, Microsoft Dynamics & QuickBooks. Every process impacts your cash. AP, AR, and expense each move your cash and shape your working capital. Shouldn't they run on one integrated platform? Disconnected solutions create operational gaps that are hard to bridge. Centime connects them on a single, unified platform. 1. Accounts Payable → Stop keying invoices. Capture, approve and pay with PO matching and AI coding, right inside your ERP. 2. Accounts Receivable → Collect faster without chasing customers. Automated reminders, ageing, and a self-serve payment portal. 3. Cash Forecasting Workbench → Know your cash 13 weeks out, built from real AP, AR & bank data, with a Workbench to model what's next. 4. Expense Management → Employee spend and cards, synced to your ERP. Card-agnostic: keep the card you have, and earn rebates. Real results, from finance teams like yours: 1. 106→67 days DSO, cut with AR automation - FC Cincinnati 2. 40+ hrs saved per month on AP - Synergy HomeCare 3. 20+ hrs saved per week on AP vs. manual - Erdman Holdings Explore how you can achieve these benefits: https://www.centime.com/demo?utm_source=g2&utm_medium=profile&utm_content=description *Centime is a financial technology company, not a bank. *All banking products and solutions are provided by FNBO. Member FDIC.

Average Rating: 4.5/5.0

Total Reviews: 55

How Do G2 Users Rate Centime?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.3/10 (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 Centime?

  • Seller: Centime
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Boston, Massachusetts
  • LinkedIn® Page: www.linkedin.com
    78 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Computer Software
  • Company Size: 64% Medium, 30% Small

What Do G2 Reviewers Say About Centime?

AI-generated summary from verified user reviews

Pros
  • Users find Centime's ease of use impressive, appreciating its simple interface and seamless accessibility from the dashboard.
  • Users value the efficiency of invoicing with Centime, simplifying accounts payable and enhancing financial control significantly.
  • Users appreciate the tracking efficiency of Centime, which simplifies invoice management and automates financial workflows.
  • Users praise Centime's automation capabilities, significantly reducing manual tasks and improving financial control and efficiency.
  • Users praise Centime for its attentive customer support, consistently helping resolve issues and enhance the user experience.
Cons
  • Users experience card recognition issues with Centime, requiring repeated resets of saved payment accounts.
  • Users face connectivity issues with Centime, struggling with frequent logins and sync failures.
  • Users find difficult customization limits their ability to adapt Centime to their specific needs and workflows.
  • Users often face login issues and sync failures that hinder the overall usability and effectiveness of Centime.

What Are Recent G2 Reviews of Centime?

Float

Float is an award-winning cash flow management and forecasting add-on for businesses using Xero or Quickbooks Online accounting software. Float creates visual cash flow forecasts that are accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.

Average Rating: 4.4/5.0

Total Reviews: 44

How Do G2 Users Rate Float?

  • Forecast Comparison: 7.2/10 (Category avg: 8.6/10)
  • Forward Looking: 7.5/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.0/10 (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 Float?

  • Seller: Float
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Edinburgh, GB
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 76% Small, 16% Medium

What Do G2 Reviewers Say About Float?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Float, facilitating a smooth transition to efficient team management.
  • Users find Float's easy setup facilitates a seamless transition from Excel, enhancing overall workflow and team efficiency.
  • Users appreciate the efficiency improvement Float offers, streamlining team management and enhancing workflow transparency.
  • Users appreciate the intuitive setup of Float, making scheduling and workflow management seamless and visually clear.
  • Users value the effective planning capabilities of Float, which enhance team productivity and streamline schedule management.
Cons
  • Users find the missing daily counter in Float limiting for tracking hours, impacting their workload management.

What Are Recent G2 Reviews of Float?

What Are G2 Users Discussing About Float?

PlanGuru

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

Average Rating: 4.5/5.0

Total Reviews: 37

How Do G2 Users Rate PlanGuru?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.0/10 (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?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind PlanGuru?

  • Seller: PlanGuru
  • Year Founded: 2013
  • HQ Location: Wilkes Barre, PA
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 65% Small, 38% Medium

What Do G2 Reviewers Say About PlanGuru?

AI-generated summary from verified user reviews

Pros
  • Users value the expert support and extensive features of PlanGuru, enhancing their financial data integration experience.
  • Users value the exceptional support from PlanGuru's team, enhancing the integration and overall experience significantly.
  • Users value the exceptional customer support from PlanGuru, appreciating the knowledgeable team assisting with integration.
  • Users value the customization options in PlanGuru, enabling tailored financial reporting and streamlined data integration.
  • Users appreciate the easy implementation of PlanGuru, facilitated by knowledgeable support that enhances data integration seamlessly.
Cons
  • Users find the complexity of features in PlanGuru can be confusing, though supportive assistance helps alleviate issues.
  • Users experience confusion due to numerous features, though support from the PlanGuru team helps alleviate this issue.

What Are Recent G2 Reviews of PlanGuru?

What Are G2 Users Discussing About PlanGuru?

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Growfin

Growfin is an AI-driven accounts receivable management software that’s uniquely designed for B2B companies to make cash flow predictable, ensuring better capital efficiency. Get the visibility you need into the end-to-end collections process, automate follow-ups with AI agents and workflows based on payment risk, collaborate seamlessly with internal stakeholders and customers, and match & apply payments without manual effort. With Growfin, finance leaders can make strategic decisions based on actionable intelligence and drive growth. Key Benefits that Growfin’s customers like Greenhouse, Outcomes, Elise AI, Fourkites, Postman, and others have realised include: 27% Faster Cash Flows 33% Reduction in DSO 60% Decrease in Manual Efforts See how Growfin can transform your AR process and help you get paid faster. Contact us today.

Average Rating: 4.5/5.0

Total Reviews: 69

How Do G2 Users Rate Growfin?

  • Forecast Comparison: 6.9/10 (Category avg: 8.6/10)
  • Forward Looking: 7.4/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.0/10 (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 Growfin?

  • Seller: Growfin
  • Year Founded: 2020
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    101 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 69% Medium, 19% Large

What Do G2 Reviewers Say About Growfin?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Growfin, significantly reducing manual workloads and enhancing productivity in AR processes.
  • Users appreciate the user-friendly interface of Growfin, making navigation and usage seamless and efficient.
  • Users appreciate the collections efficiency of Growfin, as it automates processes and enhances customer engagement.
  • Users commend Growfin for its exceptional customer support, ensuring seamless integration and effective problem-solving throughout the onboarding process.
  • Users find efficiency improvement with Growfin, significantly reducing manual workloads in accounts receivables through automation.
Cons
  • Users find limited functionality in Growfin, with challenges in tracking and filtering data effectively.
  • Users note the missing features in Growfin, particularly in mailbox improvements and limited data filtering options.
  • Users note that the UX improvement is needed in the mailbox feature and data filtering options.
  • Users note the limited customization options in Growfin, which may not meet very specific requirements.
  • Users find limited flexibility in Growfin, noting infrequent feature releases and restricted UI customization options.

What Are Recent G2 Reviews of Growfin?

What Are G2 Users Discussing About Growfin?

Spotlight Reporting

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Forecast Comparison: 9.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.5/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Spotlight Reporting?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Small, 21% Medium

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Pulse | Cash Flow Management

Easily monitor the heartbeat of your small business—your cash. Pulse gives you the tools you need to manage your business’s cash flow. • Manage your cash flow. • Visualize your income and expenses. • Share your projections. See why Pulse is the best way to monitor your cash flow. Sign up for any plan and try Pulse absolutely free for 30 days.

Average Rating: 4.2/5.0

Total Reviews: 9

How Do G2 Users Rate Pulse | Cash Flow Management?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (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?: 8.8/10 (Category avg: 9.4/10)

Who Is the Company Behind Pulse | Cash Flow Management?

  • Seller: Pulse
  • Year Founded: 2017
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 30% Medium

What Are Recent G2 Reviews of Pulse | Cash Flow Management?

What Are G2 Users Discussing About Pulse | Cash Flow Management?

Dryrun

Cash flow forecasting and scenario modeling software that turns complex ERP data, AR/AP timing issues, and growth variables into a single, management-ready view. Product Overview For growing mid-market businesses, managing liquidity is a high-stakes balancing act. Built-in ERP reporting tools fail to deliver usable, forward-looking cash forecasts out of the box. Meanwhile, generic AI cloud tools operate as rigid "black boxes" that miss the day-to-day timing variables driving your actual business. This forces finance teams back into complex, error-prone spreadsheets that take hours to maintain and fail to deliver executive clarity. Dryrun bridges the gap between your financial data and total cash flow control. Purpose-built for the Office of the CFO, Dryrun replaces fragile multi-tab spreadsheets with an automated, flexible forecasting platform. It pulls live data from your ERP alongside external variables to create a single, clear cash flow visualization—combining the automated efficiency of cloud software with the absolute mathematical control finance leaders require. With Dryrun, you can instantly shift transaction dates, stress-test unlimited "what-if" scenarios, and walk into leadership meetings with complete confidence in your near- and mid-term cash position. Key Features & Capabilities Transaction-Level Cash Timing: Track AR and AP down to individual invoices. Instantly shift expected payment dates or adjust "Days Outstanding" assumptions to see the immediate cash impact on your liquidity before gaps occur. Unlimited "What-If" Scenario Modeling: Create and compare best-case, worst-case, and strategic growth models side-by-side on a single interactive timeline. Easily stress-test large equipment purchases, capital expenditures, or delayed project milestones. Single, Boardroom-Ready Visualization: Replace dense, spreadsheet-like views with clean, intuitive visual graphs designed explicitly to communicate complex financial trajectories to management and board members. Automated ERP Sync + Manual Overrides: Ingest live accounting data to establish an accurate baseline in seconds, while retaining complete freedom to add, edit, or layer in unmapped pipeline deals and ad-hoc team variables. Multi-Entity & Multi-Currency Rollups: Automatically consolidate complex corporate structures, multi-location operations, and global currencies with zero formula maintenance. Variable Zoom & Data Collapse: Reduce executive data overload by seamlessly collapsing dense financial records into high-level strategic summaries, or zoom down to granular transactional details in a single click.

Average Rating: 4.5/5.0

Total Reviews: 11

How Do G2 Users Rate Dryrun?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.6/10 (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?: 8.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Dryrun?

  • Seller: Dryrun
  • Year Founded: 2016
  • HQ Location: Alberta, Canada
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Large

What Are Recent G2 Reviews of Dryrun?

What Are G2 Users Discussing About Dryrun?

Commitly

COMMITLY is a cloud-based cash flow management web app taking out the pain of financial management for small companies. It's easy and intuitive and no online accounting tool is required. Just connect your company's bank account and it works! Currently, over 4000 banks in Germany and Austria are supported. COMMITLY focuses on the most important aspect for business owners - the cash flow of your company. Because without cash, companies fail.

Average Rating: 3.7/5.0

Total Reviews: 6

How Do G2 Users Rate Commitly?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.5/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.4/10)

Who Is the Company Behind Commitly?

  • Seller: Commitly
  • Year Founded: 2017
  • HQ Location: Perchtoldsdorf, AT
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Commitly?

What Are G2 Users Discussing About Commitly?

Finoya

Finoya is an AI CFO built for small and medium businesses that want clarity, foresight and control over their money. It connects to your accounting platform and turns financial data into insights, forecasts and actions that help you make smarter decisions every week. Most accounting software reports the past. Finoya focuses on what happens next. It analyses live data from platforms like QuickBooks, Xero, Zoho and Tally to help business owners see trends early, predict cash flow gaps and act with confidence. At the centre of Finoya is Noya, your AI CFO that never sleeps. Noya reviews your books each week, spots what changed and explains why. Under “Noya Says,” you see clear one line insights that make sense instantly. Each insight is paired with “Quick Actions” that tell you exactly what to do next to protect or improve cash flow. Finoya also includes forecasting and scenario planning tools that help you plan the next 30, 60 or 90 days. You can test what happens if you increase expenses, hire someone or delay a project and see the impact immediately. There are no spreadsheets, no complex reports and no waiting for updates. For accountants and advisors, Finoya makes it easy to manage many clients from one dashboard. They can see performance across businesses, identify risks early and offer proactive advice powered by Noya. Finoya is simple to set up and designed for action. Once connected, the system analyses your data automatically and updates dashboards every week. Every number, trend and recommendation is clear so you can act fast and stay in control. Your data stays private and secure. Finoya only uses information from your accounting platform and never pulls data from anywhere else. Finoya gives every small business access to the kind of insight and guidance only a CFO can offer. It saves time, prevents surprises and helps you move from reacting to leading. Keywords: AI CFO, cash flow management, cash flow forecasting, financial planning, scenario planning, accounting automation, small business finance, AI for accountants, QuickBooks integration, Xero integration, AI financial analysis, business insights

Average Rating: 4.5/5.0

Total Reviews: 6

How Do G2 Users Rate Finoya?

  • Forecast Comparison: 7.2/10 (Category avg: 8.6/10)
  • Forward Looking: 7.2/10 (Category avg: 8.7/10)
  • Variance Analysis: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Finoya?

  • Seller: Finoya
  • Year Founded: 2024
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Finoya?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Finoya, appreciating quick setup and simple explanations for financial data.
  • Users love the convenient dashboard that consolidates key cashflow metrics in one easy-to-access screen.
  • Users value the easy integrations of Finoya, allowing seamless connections with tools like Xero for valuable insights.
  • Users love the comprehensive cashflow metrics available in a single screen, enhancing both accessibility and efficiency.
  • Users love Finoya for its easy integration and insightful financial data, enhancing their e-commerce financial management effortlessly.

What Are Recent G2 Reviews of Finoya?

Prophix Software

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 226

How Do G2 Users Rate Prophix Software?

  • Forecast Comparison: 6.7/10 (Category avg: 8.6/10)
  • Forward Looking: 6.7/10 (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?: 9.2/10 (Category avg: 9.4/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Hospital & Health Care
  • Company Size: 57% Medium, 36% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Prophix, making onboarding and daily use quick and efficient.
  • Users highlight the efficient reporting tools in Prophix Software, streamlining processes and enhancing productivity across teams.
  • Users value the user-friendly financial management tools of Prophix Software, enhancing efficiency and team collaboration.
  • Users value the time-saving features of Prophix Software, enabling faster reporting and user onboarding processes.
  • Users appreciate the automation capabilities of Prophix Software, making financial processes streamlined and efficient.
Cons
  • Users note a steep learning curve with Prophix Software, requiring significant training and team investment to master.
  • Users find the learning curve steep, requiring significant team investment and training to navigate Prophix effectively.
  • Users face a steep learning curve with Prophix Software, requiring significant team investment to master its complexity.
  • Users experience slow performance with Prophix Software, struggling with processing times that complicate forecasting and budgeting.
  • Users find the limited functionality of Prophix's dashboards and reports a hindrance to their workflows.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Caflou

Caflou lets you take control of business, your projects and team and increase your company’s profit. Caflou is all-in-one yet easy-to-use online business management system ideal for marketing agencies or IT teams. With Caflou you can manage your customer relations, projects with their budgets, finances and profitability, track time, manage your team and workload or even automate trivial activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free!

Average Rating: 4.8/5.0

Total Reviews: 5

How Do G2 Users Rate Caflou?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.2/10 (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?: 7.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Caflou?

  • Seller: Caflou
  • Year Founded: 2015
  • HQ Location: The Czech Republic
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Caflou?

What Are G2 Users Discussing About Caflou?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 206

How Do G2 Users Rate Coefficient?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 35% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
Cons
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

DualEntry

DualEntry is The Agentic ERP, built to help modern finance teams move faster, automate manual work, and scale without increasing headcount. DualEntry combines a powerful general ledger with AI agents and end-to-end automation to streamline accounting, accounts payable and receivable, revenue recognition, reconciliations, financial reporting, and audit preparation. Built for complex, global businesses, DualEntry supports multi-entity, multi-currency operations and scales with companies from mid-market to IPO and beyond. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: - AI-powered automation. - Faster financial close. - Multi-entity consolidation. - Multi-currency accounting. - Flexible general ledger. - Real-time financial reporting. - Revenue recognition. - Enterprise-grade controls. - Global banking connectivity: 13,000+ bank connections across 60+ countries. - Seamless integrations: 200+ integrations across banking, CRM, AP, AR, and other essential business systems. Move beyond manual accounting. With DualEntry, finance teams can automate workflows end to end, close their books faster, and scale their operations without scaling their headcount. See what your finance team can achieve with The Agentic ERP. Schedule a personalized demo at dualentry.com

Average Rating: 4.9/5.0

Total Reviews: 123

How Do G2 Users Rate DualEntry?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)

Who Is the Company Behind DualEntry?

  • Seller: DualEntry
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    85 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 enjoy the ease of use offered by DualEntry, enhancing their workflow with a clean and intuitive interface.
  • Users appreciate the user-friendly interface of DualEntry, making it easy to navigate and understand.
  • Users love the efficiency of DualEntry, enjoying a smoother workflow and instant data synchronization.
  • Users benefit from the excellent integration options of DualEntry, simplifying data import and enhancing workflow efficiency.
  • Users rave about the time-saving efficiency of DualEntry, enhancing workflows and reducing stress significantly.
Cons
  • Users note the need for interface improvements and more accessible options to enhance usability and flexibility.
  • Users highlight the lack of customizable features, suggesting more options for personalizing the DualEntry experience.
  • Users seek more customization options in DualEntry to enhance their workflow and user experience.
  • Users find DualEntry not user-friendly due to its complexity and the need for accounting knowledge to navigate effectively.
  • Users find that a lack of learning support in DualEntry can make it challenging for beginners and lead to mistakes.

What Are Recent G2 Reviews of DualEntry?

Finmap

Finmap is an online cash flow management tool designed for small and medium-sized businesses in developing countries. It helps business owners gain a clear picture of their company’s financial health without requiring financial expertise. What Finmap offers: - Integration with over 2,800 banks and financial services, supporting 114 fiat currencies and 138 cryptocurrencies - Automated financial reports: P&L, Cash Flow, Accounts Receivable and Payable - Multicurrency and cryptocurrency support - Profitability reports for projects and business lines - Financial dashboards with a complete business overview - Payment calendar for forecasting cash gaps - Role-based access for team members - Professional support team of financial experts Trusted worldwide: - 4,000+ companies across 54 countries and 100+ industries - Over 15 million transactions processed - 94% of clients recommend Finmap to colleagues and partners - 790+ businesses have implemented structured financial systems with the help of outsourced CFOs - 4,000+ entrepreneurs trained in financial management Recognized globally: - Backed by 500 Global, Google for Startups, and Wise Guys Startup - Funded by 7 US and European VC funds: Presto Ventures, Brise Capital, Sturgeon Capital, Sid Venture Partners, Wise Guys Startup, Google for Startups, and 1991 Fund - Named one of the TOP 30 startups at Web Summit 2021 by UK Investor Magazine - Awarded Best FinTech Startup 2021 by PaySpace - Included in the TOP 100 Ukrainian Rising Startups by uatechecosystem.com

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Finmap?

  • Forecast Comparison: 10.0/10 (Category avg: 8.6/10)
  • Forward Looking: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)

Who Is the Company Behind Finmap?

  • Seller: Finmap
  • Year Founded: 2019
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Finmap?

What Are G2 Users Discussing About Finmap?

Forwardly

Forwardly helps US businesses and accounting firms move money smarter and faster. Our AI-native platform automates accounts payable and receivable, enabling you to send and receive payments instantly while syncing seamlessly with your accounting software or ERP solution. From AI-powered bill capture to automatic reconciliation with the unique Forwardly Business Network and seamless accounting and ERP sync, Forwardly handles your business's busywork so your team can focus on growth, strategy, and building your business into a success. Enjoy improved payment speed, accuracy, and security with no monthly subscription fees. Get your free Forwardly business account today at Forwardly.com.

Average Rating: 5.0/5.0

Total Reviews: 2

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How Do G2 Users Rate Forwardly?

  • 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)

Who Is the Company Behind Forwardly?

  • Seller: Forwardly
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Claymont, US
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Forwardly?

AI-generated summary from verified user reviews

Pros
  • Users love the instant payment feature of Forwardly, allowing quick vendor payments through seamless QBO integration.
  • Users find Forwardly exceptionally easy to use, enjoying seamless native integration for quick and instant payments.
  • Users value the easy integrations of Forwardly, streamlining their payment processes with QuickBooks seamlessly.
  • Users appreciate the easy payment process with Forwardly, enjoying quick and free vendor transactions through QBO integration.
  • Users love the seamless integration of Forwardly with QBO, allowing for instant, hassle-free payments to vendors.
Cons
  • Users dislike the requirement to log into a separate 3rd party website, finding it inconvenient and cumbersome.
  • Users dislike the integration issues with Forwardly, having to log into separate third-party websites for functionality.
  • Users are frustrated by the login issues caused by needing to access a separate 3rd party website for QBO.

What Are Recent G2 Reviews of Forwardly?

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