Best Cash Flow Management Software for Small Business

How Many Cash Flow Management Software Products Does G2 Track?

Total Products under this Category: 199

Category Stats (Oct 2026)

  • Average Rating: 4.55/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Serrala (+0.25%) - Among all products in this category, Serrala recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Cash Flow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,600+ Authentic Reviews
  • 199+ 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, Anchor, Fathom, Relay, and Kolleno.

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=anchor-anchor&focus%5B%5D=fathom&focus%5B%5D=relay-financial-relay&focus%5B%5D=kolleno&segment=small-business)

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: 379

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
  • Twitter: @AgicapFrance
    926 Twitter followers
  • 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 appreciate the ease of use of Agicap, finding it self-explanatory and efficient for cash flow management.
  • Users value the helpful customer support of Agicap, enhancing their experience with guidance and assistance.
  • Users love the intuitive and powerful platform of Agicap, which simplifies cash management and enhances financial planning.
  • Users appreciate Agicap for its intuitive and user-friendly cash management, enhancing financial planning and decision-making.
  • Users value Agicap for its efficiency, providing a clear overview and saving time in cash management.
Cons
  • Users highlight integration issues with DATEV and banks, requiring manual effort for complex financial setups.
  • Users find the limited customization in reports and features of Agicap to be a significant drawback.
  • Users find the missing features in Agicap limit its usability and integration capabilities for complex financial setups.
  • Users find the difficult setup of Agicap time-consuming, impacting the overall onboarding experience and efficiency.
  • Users find the setup process difficult, often facing challenges and delays in implementing Agicap effectively.

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
  • Twitter: @getqonto
    8,868 Twitter followers
  • 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 find Qonto to be very user-friendly, appreciating its simplicity and efficiency across desktop and mobile.
  • Users appreciate the fast and efficient customer support of Qonto, making it easy to resolve queries quickly.
  • Users appreciate the efficiency of Qonto, enabling quick financial management and seamless transaction handling.
  • Users love Qonto's intuitive interface, making day-to-day finance management easy and efficient.
  • Users value Qonto's efficient invoicing system, making it easy to track payments and manage transactions seamlessly.
Cons
  • Users find Qonto's service expensive compared to traditional banks, with better deals available from competitors.
  • Users find the implementation issues with check deposits and software functionality frustrating, affecting their overall experience.
  • Users experience poor customer support from Qonto, facing unhelpful staff and ignored inquiries, leading to frustration.
  • Users find the pricing issues of Qonto problematic, citing high costs compared to traditional banks and alternatives.
  • Users report approval issues with Qonto due to unhelpful staff and delayed check deposit processing.

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: 1,785

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How Do G2 Users Rate BILL AP/AR?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.4/10)

Who Is the Company Behind BILL AP/AR?

  • Seller: BILL (previously Bill.com)
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Jose, CA
  • Twitter: @billcom
    17,263 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,145 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About BILL AP/AR?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of BILL AP/AR?

What Are G2 Users Discussing About BILL AP/AR?

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QuickBooks Bill Pay

QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control.

Average Rating: 4.5/5.0

Total Reviews: 25

How Do G2 Users Rate QuickBooks Bill Pay?

  • Forecast Comparison: 8.9/10 (Category avg: 8.6/10)
  • Forward Looking: 8.6/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.6/10 (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 QuickBooks Bill Pay?

  • Seller: Intuit
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Mountain View, California
  • Twitter: @Intuit
    80,559 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,963 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 80% Small, 12% Medium

What Do G2 Reviewers Say About QuickBooks Bill Pay?

AI-generated summary from verified user reviews

Pros
  • Users find QuickBooks Bill Pay easy to use, supporting effective billing and cash flow management with readable reports.
  • Users appreciate the easy integrations with QuickBooks tools, enhancing their billing and cash flow management experience.
  • Users appreciate the easy integration with QuickBooks tools, ensuring seamless management of their financial operations.
  • Users value the readable and actionable reports from QuickBooks Bill Pay for effective decision-making and management.
  • Users value the budget-friendly pricing of QuickBooks Bill Pay, aiding small businesses and freelancers with no extra fees.
Cons
  • Users find QuickBooks Bill Pay to be expensive, particularly challenging for businesses with tight budgets.
  • Users miss the absence of check writing feature in QuickBooks Bill Pay, limiting their payment options.
  • Users find customer support limited to chat, impacting their ability to resolve issues effectively with QuickBooks Bill Pay.

What Are Recent G2 Reviews of QuickBooks Bill Pay?

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

What Are Recent G2 Reviews of Anchor?

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: 150

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?

  • Seller: Fathom Applications
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Brisbane, QLD
  • Twitter: @fathomhq
    7,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    64 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 62% Small, 30% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and powerful features of Fathom, enhancing reporting clarity and operational efficiency.
  • Users find Fathom to be incredibly user-friendly, combining sophistication with ease for effective financial planning and reporting.
  • Users appreciate Fathom's versatile reporting capabilities, enhancing clarity and aiding in effective performance tracking.
  • Users highlight the prompt and helpful customer support of Fathom, which significantly enhances their experience.
  • Users appreciate the reporting efficiency of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making.
Cons
  • Users feel Fathom lacks essential features, particularly in budget uploading and graphical data representation, limiting its effectiveness.
  • Users find upload issues with Fathom frustrating, particularly when dealing with budget reports via Excel.
  • Users find customization difficult in Fathom, limiting the ability to create tailored reports and KPIs easily.
  • Users experience import issues with Fathom, finding the uploading process cumbersome and prone to data errors.
  • Users feel that improvements are needed in structuring multi-company options and visualizing financial data for better clarity.

What Are Recent G2 Reviews of Fathom?

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, appreciating its convenient mobile app and straightforward setup process.
  • Users value the excellent customer support of Relay, appreciating the knowledgeable and accessible assistance throughout their banking experience.
  • Users find the easy setup of Relay highly beneficial, facilitating a smooth transition and efficient account management.
  • Users highlight the easy setup of Relay, ensuring a smooth transition and efficient account management from the start.
  • Users appreciate the convenience of mobile banking with Relay, enjoying 24/7 access to their accounts seamlessly.
Cons
  • Users experience payment issues with Relay, especially regarding invoice refunds and lack of support contact options.
  • Users face significant approval issues with Relay, leading to frustration and unhelpful customer support during critical financial transactions.
  • Users experience poor customer support from Relay, especially regarding fund access and international payment issues.
  • Users report significant cancellation issues with Relay, causing frustration and financial delays during transactions.
  • Users express concerns about credit issues, highlighting security breaches and lack of support contact for debit cards.

What Are Recent G2 Reviews of Relay?

Kolleno

Kolleno is an order-to-cash software platform that helps finance teams automate and manage collections, payments, cash application, credit risk, disputes, and forecasting, using AI Agents that operate within a credit policy the team defines. By automating and coordinating these tasks across systems, the platform is designed to shorten collection cycles, reduce the volume of outstanding receivables, and cut down the time finance teams spend on manual collections work. The platform includes: - Two-way, real-time integration with ERPs, CRMs, banks, and payment systems, so account and payment data stays current without manual exports or reconciliation between separate tools. - Automated collections workflows, including drafting and sending client communications across email and other channels based on account status and policy rules. - Payment tracking and cash application, matching incoming payments to invoices and flagging exceptions that require manual review. - Credit risk monitoring that tracks changes in customer risk profiles over time, surfacing accounts that may need attention before they become significantly overdue. - Reporting and forecasting built on live data from connected systems, rather than figures compiled manually from separate exports. Each of these areas is handled by a dedicated AI Agent rather than a single, general-purpose tool. Objectives and policy are set through Maestro, Kolleno's coordination layer, which routes tasks to the relevant agent and sequences actions across the collections cycle. Teams choose how much autonomy to give each agent: using it to surface insights on which accounts need attention, as a copilot that drafts recommended actions for a team member to review and approve, or to execute directly within the policy that has been configured. Kolleno is designed for finance teams at mid-market and enterprise B2B companies, including CFOs, finance directors, finance systems managers, order-to-cash leaders, credit control and collections staff, and financial controllers. It is intended for organizations with meaningful receivables volume, multiple systems involved in the order-to-cash process, and a need for consistent handling of collections, disputes, and credit risk across a large number of accounts. Typical implementation takes around one month, and the platform is built to be usable by finance staff already familiar with accounts receivable processes, without extensive additional training.

Average Rating: 4.9/5.0

Total Reviews: 117

How Do G2 Users Rate Kolleno?

  • Forecast Comparison: 9.6/10 (Category avg: 8.6/10)
  • Forward Looking: 9.7/10 (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?: 10.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Kolleno?

  • Seller: Kolleno
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @KollenoHQ
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 54% Small, 35% Medium

What Do G2 Reviewers Say About Kolleno?

AI-generated summary from verified user reviews

Pros
  • Users commend Collections Efficiency with Kolleno, experiencing faster payments and improved cash flow through automation and consistency.
  • Users highlight the effective automation of Kolleno, greatly enhancing payment processes and accelerating cash flow.
  • Users value the time-saving automation of Kolleno, leading to faster payments and easier processes overall.
  • Users appreciate the ease of use of Kolleno, simplifying payment reconciliation and boosting workflow efficiency.
  • Users value the easy integrations of Kolleno, enhancing efficiency and streamlining payment processes seamlessly with their ERP.
Cons
  • Users find poor navigation a challenge, often unsure about feature availability and where to go next.

What Are Recent G2 Reviews of Kolleno?

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
  • Twitter: @Clockwork_AI
    118 Twitter followers
  • 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 Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users highlight the intuitive and powerful capabilities of Clockwork.ai, making financial modeling seamless and efficient.
  • Users love the customizability of Clockwork.ai, enabling tailored solutions for diverse business needs with ease.
  • Users love the customization features of Clockwork.ai, enabling personalized solutions with ease and efficiency.
Cons
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Datarails

Datarails is the AI finance operating system for the CFO's office, an Excel-connected platform that brings FP&A, cash management, spend control, and month-end close into one flexible, governed workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it consolidates data into a single source of truth, so finance teams spend less time collecting numbers and more time analyzing it. At the core of the platform is FinanceOS, which consolidates your sources, maps your data, and applies your own metric definitions and governance to create a single, trusted version of your numbers. That clean, governed data is then connected to the AI tools finance teams already use, so every answer is grounded in finance-adjusted data you can act on, and reports built once become repeatable processes that run the same way every month. Easy to use and built to fit the way finance teams already work, Datarails supports existing Excel and Google Sheets workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps finance deliver faster reporting, more accurate insights, and confident, data-driven decisions.

Average Rating: 4.6/5.0

Total Reviews: 386

How Do G2 Users Rate Datarails?

  • Forecast Comparison: 8.9/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (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?: 9.2/10 (Category avg: 9.4/10)

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @datarails
    1,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 70% Medium, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Datarails, finding it simple and effective for managing financial reporting.
  • Users benefit from Datarails' reporting efficiency, simplifying financial reporting and enhancing collaboration across teams.
  • Users value the native Excel integration of Datarails, enhancing workflows while ensuring data accuracy and governance.
  • Users value the seamless Excel integration of Datarails, enhancing workflows while ensuring robust data governance and compliance.
  • Users praise Datarails for its efficiency, streamlining financial processes and saving valuable time in reporting.
Cons
  • Users face a learning difficulty with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
  • Users face a steep learning curve with Datarails, but support and updates ease the onboarding process over time.
  • Users find the missing features in Datarails limiting, especially regarding licenses and drill down capabilities.
  • Users experience a steep learning curve with Datarails but find support helps in overcoming initial challenges.
  • Users find the backend complexity of Datarails challenging, as tracing data points and connections can be cumbersome.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

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: 215

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
  • Twitter: @G_AcconServices
    1,409 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Owner
  • Top Industries: Accounting, Financial Services
  • Company Size: 68% Small, 31% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of G-Accon, simplifying data retrieval and reporting in minutes instead of days.
  • Users value the automation capabilities of G-Accon, significantly reducing report preparation time and enhancing efficiency.
  • Users value the time-saving automation features of G-Accon, transforming days of work into mere minutes.
  • Users commend the seamless integration of G-Accon, facilitating efficient data management between Xero and Google Sheets.
  • Users love the time-saving automation of G-Accon, transforming days of reporting into minutes effortlessly.
Cons
  • Users find the custom reports feature lacking, wishing for easier connectivity and improvements when copying sheets.
  • Users find the inefficient reporting of G-Accon challenging, particularly with custom and currency-based reports.
  • Users find the poor navigation of G-Accon challenging, especially when searching for specific data or functions.
  • Users find the dated interface of G-Accon less appealing, hoping for a more modern and intuitive design.
  • Users note a steep learning curve with G-Accon, making it challenging to navigate initially without prior experience.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Runway Financial

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate Runway Financial?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.2/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.8/10 (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 Runway Financial?

  • Seller: Runway Financial
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @runwayco
    8,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    61 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 53% Small, 47% Medium

What Do G2 Reviewers Say About Runway Financial?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use with Runway Financial, simplifying financial operations and enhancing productivity through integration.
  • Users rave about Runway's exceptional customer support, highlighting their quick response and dedication to fixing issues effectively.
  • Users value the easy integrations of Runway, enabling seamless connections with various financial systems for real-time data.
  • Users value the ease of planning with Runway Financial, enhancing their ability to analyze and model financial scenarios effectively.
  • Users value the automation capabilities of Runway Financial, enhancing efficiency and streamlining data management effortlessly.
Cons
  • Users find the difficult learning curve of Runway Financial challenging, particularly for those unfamiliar with SQL.
  • Users note a significant learning curve with Runway Financial, especially for those unfamiliar with SQL.
  • Users find Runway Financial not very beginner-friendly, as it requires knowledge of SQL and a steep learning curve.
  • Users find the complexity of onboarding and customization in Runway Financial can be a significant hurdle to overcome.
  • Users note a steep learning curve with Runway Financial, especially for those unfamiliar with SQL or FP&A software.

What Are Recent G2 Reviews of Runway Financial?

Kyriba

Kyriba's Liquidity Performance platform is a cloud-based treasury management system (TMS) trusted to transform how organizations eliminate liquidity gridlock and optimize financial operations. The platform consolidates cash management, payment automation, risk management, and cash forecasting functions into a unified solution, providing CFOs and treasury teams with comprehensive tools to manage working capital and liquidity across global operations. Designed for mid-market and enterprise organizations, the platform addresses critical operational challenges related to cash visibility and treasury workflows that create liquidity gridlock. Organizations operating across multiple regions and currencies gain real-time monitoring of cash positions across bank accounts and entities through global connectivity features, including integration with 10,000 banks worldwide - enabling true liquidity performance at scale. The platform incorporates Trusted AI capabilities specifically built for treasury functions, delivering enhanced cash flow forecasting and liquidity analysis through artificial intelligence trained on decades of treasury-specific data. This purpose-built approach generates accurate predictions that finance leaders can rely on for strategic decision-making. Financial risk management features enable users to proactively track and analyze foreign exchange exposure, interest rate risks, and other financial metrics before they impact business performance. Payment automation functionality streamlines processing workflows, significantly reducing manual tasks and operational risks while supporting various payment formats and banking protocols. Advanced cash forecasting tools include scenario modeling capabilities and predictive analytics that transform working capital planning from reactive management into strategic liquidity performance optimization. The cloud-based infrastructure serves nearly 4,000 organizations managing 3.6 billion bank transactions and $51 trillion in payments annually across industries including manufacturing, retail, technology, and pharmaceuticals. Integration options include connectivity with major ERP systems such as SAP, Oracle, NetSuite, Workday, and Microsoft Dynamics, enabling seamless data flow across the financial ecosystem. The platform supports comprehensive treasury accounting functions, bank reconciliation, hedge accounting, and compliance reporting requirements. Multi-entity consolidation features accommodate organizations with complex corporate structures requiring centralized treasury oversight while maintaining subsidiary-level visibility and control. Kyriba's architecture includes API connectivity through the Kyriba Marketplace, enabling integration with third-party financial systems and services to create an extended liquidity network. The platform addresses critical treasury use cases including daily cash positioning, payment processing and approval workflows, FX hedging program management, debt and investment tracking, and regulatory compliance reporting - empowering organizations to transform their liquidity challenges into competitive advantages.

Average Rating: 4.5/5.0

Total Reviews: 124

How Do G2 Users Rate Kyriba?

  • Forecast Comparison: 7.5/10 (Category avg: 8.6/10)
  • Forward Looking: 7.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.1/10 (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 Kyriba?

  • Seller: Kyriba
  • Company Website:
  • Year Founded: 2000
  • HQ Location: San Diego, CA
  • Twitter: @kyribacorp
    4,762 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,432 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Treasury Manager
  • Top Industries: Insurance, Commercial Real Estate
  • Company Size: 64% Large, 22% Medium

What Do G2 Reviewers Say About Kyriba?

AI-generated summary from verified user reviews

Pros
  • Users find Kyriba to be user-friendly, efficiently consolidating transactions and balances in one convenient platform.
  • Users value the centralized visibility and control of Kyriba, enhancing efficiency and decision-making within the treasury function.
  • Users value Kyriba for its centralized visibility and control, enhancing efficiency in treasury operations and cash management.
  • Users value the centralized visibility and control in Kyriba, streamlining treasury functions and enhancing cash management.
  • Users benefit from Kyriba's time-saving automation, allowing for quicker cash visibility and streamlined treasury operations.
Cons
  • Users find the complexity of workflows and licensing models in Kyriba challenging, increasing reliance on specialized support.
  • Users find Kyriba's complex workflows and detailed features challenging, requiring extensive training and support for effective use.
  • Users find the payment status clarity lacking, especially with concerning terminology like "Terminated" for processed transactions.
  • Users find Kyriba's system has a steep learning curve, requiring extensive training and making navigation challenging.
  • Users find the steep learning curve of Kyriba challenging, requiring extensive time and training for effective navigation.

What Are Recent G2 Reviews of Kyriba?

What Are G2 Users Discussing About Kyriba?

Jirav

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Jirav?

  • Forecast Comparison: 9.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.1/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.1/10 (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 Jirav?

  • Seller: Jirav
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Seattle, WA
  • Twitter: @GoJirav
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Accounting, Computer Software
  • Company Size: 64% Small, 34% Medium

What Do G2 Reviewers Say About Jirav?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Jirav, appreciating its intuitive design and quick onboarding process.
  • Users highly value the responsive customer support from Jirav, making integration and troubleshooting seamless and efficient.
  • Users appreciate Jirav's robust visual dashboards that simplify financial reporting and enhance client understanding.
  • Users appreciate Jirav's easy setup, enhanced by supportive onboarding and seamless integration with multiple platforms.
  • Users highlight Jirav's robust financial management features, greatly enhancing budgeting, forecasting, and KPI tracking capabilities.
Cons
  • Users face a steep learning curve when transitioning from traditional spreadsheets, but support helps ease the process.
  • Users note a notable learning curve at first, especially transitioning from traditional spreadsheet models, but it pays off.
  • Users face a noticeable learning difficulty transitioning from Excel, despite helpful customer support and onboarding resources.
  • Users find limited reporting options in Jirav frustrating, hindering their ability to effectively manage and present data.
  • Users desire missing features like support for multiple entities and advanced filtering options for better usability.

What Are Recent G2 Reviews of Jirav?

What Are G2 Users Discussing About Jirav?

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?

  • Seller: Syft Analytics
  • Year Founded: 2016
  • HQ Location: Wilmington, US
  • Twitter: @Syft_Analytics
    511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

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?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated