# Best Cash Flow Management Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Cash Flow Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Cash Flow Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Cash Flow Management category. In addition to qualifying for inclusion in the Cash Flow Management Software category, to qualify for inclusion in the Small Business Cash Flow Management Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top Cash Flow Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agicap](https://www.g2.com/products/agicap/reviews) | 4.4/5.0 (353 reviews) | Multi-bank cash consolidation with real-time forecasting | "[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)" | | 2 | [Qonto](https://www.g2.com/products/qonto/reviews) | 4.7/5.0 (169 reviews) | Real-time cash visibility with accounting-integrated banking | "[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)" | | 3 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,781 reviews) | AP/AR automation with QuickBooks-anchored cash visibility | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 4 | [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) | 4.5/5.0 (25 reviews) | QBO-native AP disbursement and cash scheduling | "[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)" | | 5 | [Kyriba](https://www.g2.com/products/kyriba/reviews) | 4.5/5.0 (122 reviews) | Centralized global cash visibility and payment automation | "[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)" | | 6 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (361 reviews) | Excel-native cash flow consolidation and forecasting | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 7 | [Billtrust](https://www.g2.com/products/billtrust/reviews) | 4.4/5.0 (507 reviews) | AI-automated cash application and AR collections | "[Handles Deduction & Payment Automation Efficiently](https://www.g2.com/survey_responses/billtrust-review-9315346)" | | 8 | [Tesorio](https://www.g2.com/products/tesorio/reviews) | 4.7/5.0 (237 reviews) | AR collections automation with cash-flow forecasting | "[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)" | | 9 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Proposal-to-payment automation with zero A/R | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 10 | [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) | 4.4/5.0 (150 reviews) | Automated dunning workflows for DSO reduction | "[collections](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545)" | --- ## What Are the Most Common Questions About Cash Flow Management Software? *AI-generated · Last updated: May 26, 2026* ### What is the best software for managing seasonal cash flow fluctuations? Based on G2 reviews, buyers looking for cash flow management software for seasonal swings often prioritize forecasting, visibility across accounts, and easier planning ahead. According to verified users, tools in this category help teams compare forecasts against actuals, monitor liquidity daily, and reduce reliance on spreadsheets. G2 reviewers mention that products with centralized bank data, scenario planning, and automated reporting are especially useful when cash patterns change throughout the year. Recent reviews also show that implementation quality and ease of use matter, since finance teams need to react quickly when inflows and outflows become less predictable. The strongest-reviewed options tend to combine forecasting with real-time visibility into balances and payments. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – used for liquidity planning, forecasting, and consolidated cash visibility across accounts and entities - [Qonto](https://www.g2.com/products/qonto/reviews) – helps businesses track transactions, manage finances on the go, and connect accounting workflows - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports payment scheduling, cash flow visibility, and centralized AP and AR workflows ### What are the top-rated cash flow solutions for invoice-based businesses? Based on G2 reviews, invoice-based businesses often value tools that combine invoicing, payment tracking, collections, and cash visibility in one workflow. According to verified users, recent reviewers highlight benefits such as scheduling bill payments, sending payment reminders, automating approvals, and seeing expected incoming cash more clearly. G2 reviewers mention that these capabilities help reduce manual follow-up and improve confidence around receivables and payables. Review feedback also shows that finance teams want integrations with accounting systems so invoice data stays current without duplicate entry. For invoice-heavy operations, recent reviews consistently point to products that streamline AP, AR, and visibility into upcoming payments as the most practical fit. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – centralizes invoice capture, approvals, payments, and receivables tracking for AP and AR teams - [Agicap](https://www.g2.com/products/agicap/reviews) – gives teams invoice-linked forecasting, payment date visibility, and working capital oversight - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – helps small teams schedule bills, manage contractors, and keep payment workflows inside QuickBooks ### What is the best cash flow tracking platforms for finance teams? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) stands out in recent review volume among products in this dataset with enough recent reviews to qualify. According to verified users, finance teams value real-time cash visibility, consolidated views across multiple bank accounts, and forecasting that reduces manual spreadsheet work. G2 reviewers mention that strong tracking platforms help teams monitor liquidity daily, compare scenarios, and centralize financial data for faster decision-making. Recent feedback also emphasizes usability, responsive support, and smoother onboarding as important factors for finance teams adopting a new platform. Overall, the most appreciated tools for tracking cash flow are the ones that combine visibility, automation, and practical planning workflows in one place. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – centralizes bank accounts, liquidity monitoring, and forecasting for treasury and finance workflows - [Qonto](https://www.g2.com/products/qonto/reviews) – offers real-time transaction visibility and simple finance management for day-to-day operations - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports cash tracking through payment scheduling, approvals, and receivables visibility ### Which is the best cash flow management software for small businesses? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) is the strongest single pick in this dataset under the required shortlist rules because it has the highest recent review volume among qualifying products. According to verified users, small businesses benefit from software that simplifies forecasting, connects bank accounts, and gives a clearer day-to-day liquidity view without heavy manual work. G2 reviewers mention that ease of use, fast onboarding, and centralized cash visibility are especially important for lean teams. Recent reviews also show that small business buyers value tools that reduce spreadsheet dependence while improving planning around invoices, transfers, and future cash needs. Overall, users favor software that balances visibility, automation, and straightforward setup. ### What are the top tools for forecasting cash flow trends? Based on G2 reviews, forecasting-focused buyers tend to look for software that supports scenario planning, automated data flows, and clearer views of expected inflows and outflows. According to verified users, recent review themes include replacing spreadsheet-heavy processes, improving forecast accuracy, and giving finance teams faster access to current and projected cash positions. G2 reviewers mention that the most useful tools often combine forecasting with bank connectivity, reporting, and categorization so teams can analyze trends without as much manual work. Reviews also show that teams appreciate products that make it easier to compare budget versus actuals or short-term forecasts against real activity. In this category, forecasting strength is closely tied to visibility and workflow automation. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – supports liquidity forecasting, scenario comparisons, and real-time oversight across accounts - [Kyriba](https://www.g2.com/products/kyriba/reviews) – used for cash positioning, treasury forecasting, and centralized banking and reporting workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – helps teams consolidate bank data, tag transactions, and build cash forecasts across entities ### Which cash flow management tool offers AI-driven insights? Based on G2 reviews, several products in this dataset are described by users as offering AI-driven capabilities, but the review language varies by workflow. According to verified users, some mention AI-assisted forecasting, more precise liquidity calculations, automated invoice creation, or AI features used to answer finance questions and surface insights. G2 reviewers mention that these features are most helpful when they reduce manual analysis or improve the speed of decision-making. Recent reviews also suggest buyers should look beyond the AI label itself and focus on how well the product connects with existing cash, invoice, or banking processes. In practice, AI-related value in recent reviews is tied to faster forecasting, categorization, reporting, or workflow assistance. ### What are the top cash flow tools for real-time financial visibility? Based on G2 reviews, real-time visibility is one of the most common themes across recent cash flow management software feedback. According to verified users, buyers want a consolidated view of balances, transactions, liquidity, and expected payments without switching across multiple bank portals or spreadsheets. G2 reviewers mention that the best tools for this use case help centralize data from bank accounts, ERPs, and accounting systems while making reports easier to access and understand. Recent reviews also highlight that dashboards, transaction tagging, and automated updates support faster decisions for treasury and finance teams. Tools that deliver immediate access to balances and payment activity tend to be rated highly for operational visibility. **Here are some of the top-rated products on G2:** - [Kyriba](https://www.g2.com/products/kyriba/reviews) – provides centralized visibility into global cash positions, bank balances, and treasury workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – consolidates bank statements and reporting for quick analysis of cash movements - [Atlar](https://www.g2.com/products/atlar/reviews) – gives teams a unified view of balances, transactions, and liquidity across multiple banks ### What is the best platforms for integrating cash flow with accounting systems? Based on G2 reviews, integration with accounting systems is a major buying factor for cash flow management software because it reduces duplicate entry and improves reporting accuracy. According to verified users, recent reviewers frequently call out connections to QuickBooks, NetSuite, Xero, ERPs, and banking platforms as especially valuable for keeping cash data current. G2 reviewers mention that the strongest integration-focused products help automate invoice, payment, and reconciliation workflows while giving finance teams better visibility into current and projected cash. Review themes also show that smooth implementation and reliable syncing matter as much as feature breadth. Buyers typically prefer platforms that fit into existing accounting workflows instead of forcing teams into separate manual processes. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – integrates with accounting systems to automate invoice, approval, and payment workflows - [Kyriba](https://www.g2.com/products/kyriba/reviews) – connects treasury workflows with ERP systems for centralized data and reporting - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – keeps bill payment workflows inside QuickBooks for easier AP management ### Which software offers automated cash flow alerts? Based on G2 reviews, automated cash flow alerts are most often described indirectly through reminders, notifications, scheduled communications, or proactive visibility into payment status and expected cash movements. According to verified users, recent reviews highlight reminders for overdue invoices, notifications around payment requests, and clearer visibility into bills and receivables that are about to hit accounts. G2 reviewers mention that these automations help reduce manual follow-up and support quicker action when timing matters. While not every review uses the word alerts directly, many describe workflows that function like operational cash alerts for finance teams. Buyers looking for this capability should focus on products that automate reminders, payment monitoring, and exception visibility. ### Which platform is best for multi-currency cash flow tracking? Based on G2 reviews, [Kyriba](https://www.g2.com/products/kyriba/reviews) is the strongest single choice in this dataset for multi-currency cash flow tracking. According to verified users, it is frequently used for global cash visibility, foreign exchange workflows, multi-bank reporting, and treasury operations across different entities and currencies. G2 reviewers mention that centralized balances, cash positioning, ERP connectivity, and consolidated reporting are especially valuable when teams need to monitor liquidity across regions. Recent reviews also note that these benefits can come with a steeper setup or configuration effort, but users still emphasize the value of having banking, payments, and treasury data in one place. For multinational cash tracking, recent feedback consistently favors broad treasury visibility and control. ## G2 Grid® for Cash Flow Management Software ![G2 Grid® for Cash Flow Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/cash-flow-management/grids.png?focus%5B%5D=130478&focus%5B%5D=93555&focus%5B%5D=6006&focus%5B%5D=1313478&focus%5B%5D=164780&focus%5B%5D=99063&focus%5B%5D=1206931&focus%5B%5D=10475) Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Anchor, Datarails, Clockwork.ai, and Fathom. 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=datarails&focus%5B%5D=clockwork-ai&focus%5B%5D=fathom&segment=small-business) ## How Many Cash Flow Management Software Products Does G2 Track? **Total Products under this Category:** 157 ### Category Stats (Jul 2026) - **Average Rating**: 4.55/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Puzzle (+17.94%) - Among all products in this category, Puzzle recorded the largest rating increase compared to last month *Last updated: July 13, 2026* ## How Does G2 Rank Cash Flow Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 7,500+ Authentic Reviews - 157+ 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. --- **Sponsored** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2029&secure%5Bchosen_at%5D=2026-07-14T08%3A11%3A21Z&secure%5Bdisplayable_resource_id%5D=2029&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2029&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&secure%5Bresource_id%5D=2029&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcash-flow-management%2Fsmall-business&secure%5Btoken%5D=54206b5cec2ebdd3602541f3b76c45421d7ca86fc6b1d982b4213624673a670f&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Cash Flow Management Software Products in 2026? ### 1. [Agicap](https://www.g2.com/products/agicap/reviews) Agicap is the leading all-in-one modular Cash Flow and Treasury Management platform worldwide. Our next-gen 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:** 353 **How Do G2 Users Rate Agicap?** - **Forecast Comparison:** 8.6/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/agicap) - **Company Website:** https://agicap.com - **Year Founded:** 2016 - **HQ Location:** Lyon, FR - **Twitter:** @AgicapFrance (926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/agicap/ (805 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, CEO - **Top Industries:** Accounting, Computer Software - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are Agicap's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Customer Support (23 reviews) - Features (23 reviews) - Cash Management (21 reviews) - Efficiency (20 reviews) **Cons:** - Integration Issues (14 reviews) - Missing Features (11 reviews) - Limited Customization (9 reviews) - Difficult Setup (8 reviews) - Implementation Issues (8 reviews) ### What Do G2 Reviewers Say About Agicap? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Agicap, enjoying intuitive navigation for efficient cash flow management. - Users appreciate the **helpful customer support** of Agicap, ensuring a smooth experience and successful integration. - Users value the **intuitive and user-friendly interface** of Agicap, enhancing cash management and financial decision-making. - Users appreciate the **intuitive cash management** of Agicap, providing clear insights and automation for efficient financial planning. - Users value Agicap for its **efficiency** , providing intuitive cash management and real-time financial insights that streamline decision-making. **Cons:** - Users point out **integration issues** , particularly with DATEV and banks, complicating the overall setup and customization. - Users find the **missing features** in Agicap limit integrations and advanced reporting, requiring manual support for complex needs. - Users find the **limited customization options** of Agicap unsatisfactory, hindering their ability to tailor the platform effectively. - Users find the **difficult setup** of Agicap to be time-consuming, leading to delays in achieving operational efficiency. - Users find **implementation slow and challenging** , particularly with ERP integration and currency conversion functionalities. #### What Are Recent G2 Reviews of Agicap? **"[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)"** **Rating:** 5.0/5.0 stars *— Cecile N.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12827913) --- **"[Clear cash flow transparency & efficient treasury management](https://www.g2.com/survey_responses/agicap-review-12719720)"** **Rating:** 4.5/5.0 stars *— Julian F.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12719720) --- #### What Are G2 Users Discussing About Agicap? - [What is Agicap used for?](https://www.g2.com/discussions/agicap-what-is-agicap-used-for) - [What is Agicap used for?](https://www.g2.com/discussions/what-is-agicap-used-for) ### 2. [Qonto](https://www.g2.com/products/qonto/reviews) 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:** 4.7/5.0 **Total Reviews:** 169 **How Do G2 Users Rate Qonto?** - **Forecast Comparison:** 8.2/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/qonto) - **Company Website:** https://qonto.com/ - **Year Founded:** 2016 - **HQ Location:** Paris, Île-de-France, France - **Twitter:** @getqonto (8,868 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/qonto (2,343 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Président - **Top Industries:** Accounting, Consulting - **Company Size:** 76% Small-Business, 4% Mid-Market #### What Are Qonto's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Customer Support (9 reviews) - Efficiency (6 reviews) - Intuitive (6 reviews) - Invoicing (6 reviews) **Cons:** - Expensive (4 reviews) - Implementation Issues (4 reviews) - Poor Customer Support (4 reviews) - Pricing Issues (4 reviews) - Approval Issues (3 reviews) ### What Do G2 Reviewers Say About Qonto? *AI-generated summary from verified user reviews* **Pros:** - Users find Qonto to be **easy to use** , with a simple interface and efficient features for managing finances. - Users value the **fast and efficient customer support** provided by Qonto, ensuring all queries are promptly resolved. - Users appreciate the **efficiency** of Qonto, enabling seamless management of transactions and fast account reviews. - Users love Qonto's **intuitive interface** , making daily finance management quick and effortless with top-notch support. - Users value Qonto's **easy invoicing and transaction tracking** , enhancing financial management and simplifying client payments. **Cons:** - Users find Qonto's **high costs** compared to traditional banks and other alternatives quite concerning. - Users express concerns about **lengthy check deposit processing times** and limitations on deposits and account settings. - Users express frustration with **poor customer support** from Qonto, often feeling ignored and unassisted during critical inquiries. - Users find the **pricing issues** of Qonto to be high compared to traditional banks and rival services. - Users face **approval issues** with Qonto, citing difficulties in setup and unprofessional customer support interactions. #### What Are Recent G2 Reviews of Qonto? **"[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)"** **Rating:** 5.0/5.0 stars *— Samantha M.* [Read full review](https://www.g2.com/survey_responses/qonto-review-12460835) --- **"[Intuitive Banking, Time-Saving Invoicing with Great Speed and Support](https://www.g2.com/survey_responses/qonto-review-12996477)"** **Rating:** 4.5/5.0 stars *— chipo .* [Read full review](https://www.g2.com/survey_responses/qonto-review-12996477) --- #### What Are G2 Users Discussing About Qonto? - [What is Qonto used for?](https://www.g2.com/discussions/what-is-qonto-used-for) - 1 comment ### 3. [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) 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:** 1,781 **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)](https://www.g2.com/sellers/bill-previously-bill-com) - **Company Website:** https://www.bill.com/ - **Year Founded:** 2006 - **HQ Location:** San Jose, CA - **Twitter:** @billcom (17,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 62% Small-Business, 28% Mid-Market #### What Are BILL AP/AR's Pros and Cons? **Pros:** - Ease of Use (1018 reviews) - Easy Payments (434 reviews) - Easy Integrations (340 reviews) - Easy Setup (325 reviews) - Time-saving (305 reviews) **Cons:** - Invoicing Problems (251 reviews) - Sync Issues (206 reviews) - Payment Issues (177 reviews) - Poor Customer Support (173 reviews) - Missing Features (164 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of BILL AP/AR, enhancing workflow efficiency and reducing manual tasks. - Users appreciate the **easy payments** feature of BILL AP/AR, streamlining AP workflows and enhancing efficiency. - Users appreciate the **easy integrations** of BILL AP/AR, enhancing efficiency while seamlessly syncing with accounting software. - Users love the **easy setup** of BILL AP/AR, making implementation and usage seamless for staff members. - Users love how BILL AP/AR provides a **time-saving solution** that streamlines payment processes and enhances efficiency. **Cons:** - Users find **invoicing problems** frustrating, particularly with syncing issues and difficulty managing customer information. - Users find the **sync issues** with BILL AP/AR frustrating, complicating payment processes and requiring extra effort to resolve. - Users face significant **payment issues** with Bill AP/AR, including syncing errors and unclear international payment processes. - Users express frustration with **poor customer support** , citing inconsistent quality and limited contact options for assistance. - Users are frustrated by the **missing features** in BILL AP/AR, impacting functionality and convenience in various workflows. #### What Are Recent G2 Reviews of BILL AP/AR? **"[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)"** **Rating:** 4.0/5.0 stars *— Samruddi M.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375) --- **"[Great Bill Payment Platform](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619)"** **Rating:** 4.5/5.0 stars *— Jordan Z.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619) --- #### What Are G2 Users Discussing About BILL AP/AR? - [How does Bill com integrate with QuickBooks?](https://www.g2.com/discussions/how-does-bill-com-integrate-with-quickbooks) - 1 comment - [What is Bill COM used for?](https://www.g2.com/discussions/what-is-bill-com-used-for) - 1 comment - [How do I get paid on Bill com?](https://www.g2.com/discussions/how-do-i-get-paid-on-bill-com) - [How long does Bill com take to pay?](https://www.g2.com/discussions/how-long-does-bill-com-take-to-pay) - 2 comments ### 4. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) 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: 8.5/10) - **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](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 12% Mid-Market #### What Are QuickBooks Bill Pay's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Integrations (3 reviews) - QuickBooks Integration (2 reviews) - Reporting (2 reviews) - Budgeting (1 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Bill Pay to be **easy to understand** , making it accessible for those with basic accounting knowledge. - Users value the **easy integrations** of QuickBooks Bill Pay, enhancing their experience with seamless connectivity to other tools. - Users appreciate the **seamless integration with QuickBooks** , enhancing their financial management and efficiency. - Users value the **accessible reporting features** of QuickBooks Bill Pay, aiding in effective decision-making and client management. - Users value the **affordable budgeting options** with no fees, making it ideal for small businesses and freelancers. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , which can strain budgets for smaller businesses. - Users find the **absence of check writing** in QuickBooks Bill Pay limits their payment processing options. - Users find the **limited customer support** frustrating, as it only involves chat assistance with no other options available. #### What Are Recent G2 Reviews of QuickBooks Bill Pay? **"[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)"** **Rating:** 5.0/5.0 stars *— Tammy S.* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033) --- **"[Solid AP workflow for a small consulting firm](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523)"** **Rating:** 4.5/5.0 stars *— Verified User in Mechanical or Industrial Engineering* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523) --- ### 5. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 122 **How Do G2 Users Rate Anchor?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **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?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **Company Website:** https://www.sayanchor.com/ - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving convenience** of Anchor, simplifying billing and proposal creation with seamless integrations. - Users love the **ease of use** of Anchor, benefiting from its straightforward setup and user-friendly interface. - Users praise Anchor for its **automation features** , enjoying effortless billing and streamlined proposal processes. - Users love the **efficiency** of Anchor, significantly simplifying proposal and billing processes while enhancing professionalism. - Users appreciate the **flexibility** of Anchor, enhancing professionalism and streamlining various business processes efficiently. **Cons:** - Users find **payment issues** frustrating, especially regarding payment plans and the lack of next-day funding options. - Users note improved speeds, but still face **processing delays** that affect client payments and expectations. - Users find the **limited customization options** frustrating, particularly regarding email reminders and agreement modifications. - Users mention a **steep learning curve** with Anchor, requiring time and effort to master the software effectively. - Users note a **10-day delay** in payouts with ACH payments, wishing for faster funding options in the future. #### What Are Recent G2 Reviews of Anchor? **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- ### 6. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Datarails?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/datarails) - **Company Website:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Datarails, finding it intuitive for generating reports and managing data effortlessly. - Users appreciate the **native Excel integration** , which streamlines processes and enhances data governance and collaboration. - Users value the **reporting efficiency** of Datarails, enhancing data aggregation and dashboard creation for financial analysis. - Users appreciate the **seamless data management** of Datarails, enhancing workflows while ensuring accuracy and compliance. - Users praise the **efficiency** of Datarails, simplifying processes and improving financial visibility with automated solutions. **Cons:** - Users find the **learning difficulty** of Datarails challenging, requiring time and experience to fully navigate its features. - Users face a **steep learning curve** with Datarails, but support and updates improve the onboarding experience. - Users express frustration over **missing features** in Datarails, limiting usability and capability for their teams. - Users face a **steep learning curve** with Datarails, but support and updates improve the onboarding experience over time. - Users find Datarails' **backend complexity** frustrating, making data tracing and troubleshooting more challenging than necessary. #### What Are Recent G2 Reviews of Datarails? **"[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)"** **Rating:** 5.0/5.0 stars *— ben .* [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 7. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Forecast Comparison:** 9.7/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **outstanding customer support** from Clockwork.ai, noting its positive impact on implementation and account management. - Users highlight the **ease of implementation** with Clockwork.ai, appreciating its intuitive design and excellent customer support. - Users are impressed with the **intuitive integration and customizable features** of Clockwork.ai, enhancing their accounting processes significantly. - Users value the **customizability** of Clockwork.ai, enabling personalized solutions that enhance their consulting and advisory services. - Users highly value the **customization options** of Clockwork.ai, allowing tailored solutions for diverse business needs effortlessly. **Cons:** - Users note **performance issues** , particularly with slower load and update times, though they find it acceptable overall. - Users notice that Clockwork.ai can be **slow to load** at times, impacting their overall usability experience. - Users find that Clockwork.ai can be a bit **slow to load** , affecting their overall experience and efficiency. - Users find the **update issues** acceptable, but acknowledge a slight delay in loading time during operation. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 8. [Fathom](https://www.g2.com/products/fathom/reviews) 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:** 4.7/5.0 **Total Reviews:** 103 **How Do G2 Users Rate Fathom?** - **Forecast Comparison:** 8.5/10 (Category avg: 8.5/10) - **Forward Looking:** 8.5/10 (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](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (70 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 56% Small-Business, 34% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and flexible features** of Fathom, enhancing financial transparency and performance tracking. - Users value the **ease of use** of Fathom, enabling smooth financial planning and flexible, customized reporting. - Users value the **versatile reporting tools** in Fathom, enhancing clarity and efficiency in financial performance tracking. - Users highlight the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the platform. - Users commend Fathom for its **reporting efficiency** , appreciating the intuitive design and customizable templates for clarity. **Cons:** - Users find **missing features** in Fathom, particularly lacking in budget uploads and graphic data representation. - Users often face **upload issues** with Fathom, finding data uploads cumbersome and lacking automation for better performance. - Users face **customization difficulties** with Fathom, limiting their ability to create bespoke reports and tables easily. - Users struggle with **import issues** , finding the upload process from Quickbooks desktop to be clunky and problematic. - Users feel that **improvements are needed** in multi-company structuring, reporting clarity, and graphic representation of data. #### What Are Recent G2 Reviews of Fathom? **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- **"[Powerful Forecasting, But Pricey Investment](https://www.g2.com/survey_responses/fathom-review-13065942)"** **Rating:** 5.0/5.0 stars *— Earline S.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13065942) --- ### 9. [Kolleno](https://www.g2.com/products/kolleno/reviews) Kolleno is an accounts receivable platform that brings together receivables, payments and reconciliation - all in one place. Ranked among the top 50 Softwares in Accounting & Finance by G2, the platform is built for and by finance professionals to automate and optimise finance back-office processes with highly customisable workflows. Kolleno simplifies the management of client payments, related communications, and financial reporting by keeping everything in sync - data, systems, and people. Powered by advanced AI capabilities, Kolleno pulls data from all incoming accounting systems, ERPs and CRMs, enabling users to leverage context-sensitive content across key finance systems, processes and workflows. We foresee traditional finance operations transforming into seamless digital experiences for everyone involved – including CFOs, finance teams and their clients. Ultimately, Kolleno helps businesses to run everyday operations intelligently, freeing up resources to focus on higher-priority, growth-driving activities. Our platform is designed to be user-friendly and intuitive, making it simple for you to get started right away. Ultimately, Kolleno helps you to get the cash in faster and free up your resources to focus on and reinvest in growth-driving activities. Don't waste another moment on manual accounting processes - upgrade to Kolleno today and experience the future of financial management. An example of success offered by Kolleno to a real client in their first 3 months: 📉32% reduction in Days Sales Outstanding (DSO) 💰Reduced outstanding receivables by 50% ⏰40% of time saved a week on manual activities **Average Rating:** 4.9/5.0 **Total Reviews:** 102 **How Do G2 Users Rate Kolleno?** - **Forecast Comparison:** 9.6/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/kolleno) - **Company Website:** https://www.kolleno.com - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @KollenoHQ (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kolleno-limited/?originalSubdomain=uk (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 53% Small-Business, 34% Mid-Market #### What Are Kolleno's Pros and Cons? **Pros:** - Collections Efficiency (3 reviews) - Time Saving (3 reviews) - Automation (2 reviews) - Easy Integrations (2 reviews) - Features (2 reviews) **Cons:** - Poor Navigation (1 reviews) ### What Do G2 Reviewers Say About Kolleno? *AI-generated summary from verified user reviews* **Pros:** - Users love the **collections efficiency** of Kolleno, significantly speeding up payment processes and improving cash flow. - Users highlight the **time-saving automation** of Kolleno, enhancing payment processes and improving cash flow efficiency. - Users benefit from **automated payment processes** in Kolleno, leading to faster collections and improved cash flow. - Users value the **easy integrations** with their ERP, enhancing efficiency and speeding up the payment collection process. - Users appreciate the **streamlined payment reconciliation** and automated workflows, enhancing efficiency and performance monitoring. **Cons:** - Users struggle with **poor navigation** in Kolleno, feeling lost among its various features and options. #### What Are Recent G2 Reviews of Kolleno? **"[Revolutionized Our Accounts Receivable Process](https://www.g2.com/survey_responses/kolleno-review-13078245)"** **Rating:** 5.0/5.0 stars *— Josiah J.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-13078245) --- **"[Game-Changer for Cash Collection with Seamless Integration](https://www.g2.com/survey_responses/kolleno-review-13089450)"** **Rating:** 4.5/5.0 stars *— Lyle Y.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-13089450) --- ### 10. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) 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: 8.5/10) - **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](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Customer Support (10 reviews) - Ease of Use (10 reviews) - Easy Integrations (9 reviews) - Planning (8 reviews) - Automation (7 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users praise Runway Financial for its **excellent customer support** , highlighting quick responses and proactive problem-solving. - Users love the **ease of use** of Runway Financial, facilitating seamless integration and simplifying financial planning processes. - Users appreciate the **seamless integrations** of Runway Financial, enabling real-time data access across multiple systems effortlessly. - Users value Runway Financial's **efficient planning capabilities** , enabling seamless cash flow tracking and insightful scenario modeling. - Users praise the **seamless automation** and integration capabilities of Runway Financial, enhancing efficiency and visibility in finance management. **Cons:** - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note the **learning difficulty** with Runway Financial, particularly for those unfamiliar with SQL and integration processes. - Users note a **steep learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial software. - Users find the **complex onboarding process** of Runway Financial challenging, necessitating ongoing support for ease of use. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 11. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Forecast Comparison:** 8.8/10 (Category avg: 8.5/10) - **Forward Looking:** 8.8/10 (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?:** 9.1/10 (Category avg: 9.4/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation capabilities** of Causal, enabling quick implementation and seamless integration with data. - Users appreciate the **ease of budgeting** with Causal, noting its integration capabilities and logical user interface. - Users appreciate the **seamless collaboration** in Causal, enhancing teamwork during budgeting and planning phases. - Users love the **robust data analysis** in Causal, seamlessly integrating actual and forecasted values with stunning visuals. - Users find Causal's **ease of implementation** enhances their budgeting process and facilitates quick data integration. **Cons:** - Users find the **difficult learning** curve of Causal challenging initially, often requiring external assistance for effective use. - Users find the **insufficient training** of Causal challenging, often needing external help to get started effectively. - Users feel that while Causal has many integrations, there are still **integration issues** that need addressing. - Users find the **learning curve challenging** , often requiring external help to navigate the Causal platform effectively. - Users find the **learning difficulty** of Causal can be challenging, though assistance from consultants can help. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 12. [Jirav](https://www.g2.com/products/jirav/reviews) 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:** 191 **How Do G2 Users Rate Jirav?** - **Forecast Comparison:** 9.3/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Jirav, appreciating its simple navigation and robust presentation capabilities. - Users rave about Jirav's **excellent customer support** , noting quick responses and helpful assistance from account managers. - Users enjoy the **robust visual dashboards** of Jirav, enhancing comprehension and efficiency in financial reporting. - Users appreciate the **easy setup** of Jirav, highlighting seamless onboarding and integration with various tools. - Users praise Jirav for its **robust financial management capabilities** , enabling effective budgeting and real-time KPI tracking. **Cons:** - Users note a **steep learning curve** when transitioning from traditional spreadsheet models, but support helps ease the process. - Users experience a noticeable **learning curve** initially, but support resources help ease the transition to Jirav. - Users face a **learning difficulty** transitioning from Excel, despite excellent support to assist with the process. - Users face challenges due to **limited reporting capabilities** in Jirav, affecting their ability to input and visualize data effectively. - Users express a desire for **missing features** , including support for multiple entities and advanced reporting capabilities. #### What Are Recent G2 Reviews of Jirav? **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 13. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) 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: 8.5/10) - **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](https://www.g2.com/sellers/syft-analytics) - **Year Founded:** 2016 - **HQ Location:** Wilmington, US - **Twitter:** @Syft_Analytics (511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (96 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 70% Small-Business, 28% Mid-Market #### What Are Syft's Pros and Cons? **Pros:** - Reporting (9 reviews) - Easy Integrations (8 reviews) - Financial Management (8 reviews) - Integrations (7 reviews) - Reporting Efficiency (7 reviews) **Cons:** - Connectivity Issues (2 reviews) - Customization Difficulties (2 reviews) - Excel Integration Issues (2 reviews) - Expensive (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive reporting features** of Syft, which streamline decision-making and save time on report creation. - Users value the **easy integrations** of Syft, streamlining their workflow and enhancing overall efficiency in finance management. - Users commend the **seamless integration with Quickbooks** and versatile reporting options provided by Syft Analytics. - Users value the **seamless integrations** of Syft, enhancing efficiency and automating financial tasks effortlessly. - Users value the **reporting efficiency** of Syft, which automates processes and saves time during month-end close. **Cons:** - Users experience **connectivity issues** , as data options are limited and syncing can be problematic despite good support. - Users find **customization difficulties** with Syft, particularly regarding report creation and column settings. - Users experience **Excel integration issues** due to limited data connection options, affecting custom analytics capabilities. - Users find Syft to be **expensive** , especially when needing to upgrade for full access to features. - Users face a **learning curve** with Syft's advanced features, but find the training resources helpful for mastering them. #### What Are Recent G2 Reviews of Syft? **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 14. [Kyriba](https://www.g2.com/products/kyriba/reviews) 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:** 122 **How Do G2 Users Rate Kyriba?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/kyriba) - **Company Website:** https://www.kyriba.com - **Year Founded:** 2000 - **HQ Location:** San Diego, CA - **Twitter:** @kyribacorp (4,762 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/31955 (1,372 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Treasury Manager - **Top Industries:** Insurance, Commercial Real Estate - **Company Size:** 64% Enterprise, 21% Mid-Market #### What Are Kyriba's Pros and Cons? **Pros:** - Ease of Use (29 reviews) - Centralization (28 reviews) - Efficiency (24 reviews) - Financial Management (24 reviews) - Time-saving (23 reviews) **Cons:** - Complexity (13 reviews) - Difficulty (10 reviews) - Improvement Needed (9 reviews) - Learning Difficulty (9 reviews) - Steep Learning Curve (9 reviews) ### What Do G2 Reviewers Say About Kyriba? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Kyriba, appreciating its user-friendly interface and seamless integration for efficient operations. - Users value the **centralization of Treasury functions** in Kyriba, streamlining operations and enhancing overall efficiency. - Users value Kyriba for its **centralized visibility and control** , streamlining treasury operations and enhancing real-time cash management. - Users value Kyriba for its **centralized visibility and control** , significantly improving cash management and decision-making efficiency. - Users value the **time-saving features** of Kyriba, significantly reducing daily tasks and enhancing team productivity. **Cons:** - Users find Kyriba's **complexity** in workflows and licensing challenging, requiring specialized knowledge and external support. - Users find Kyriba's **difficulty in running reports** and complex configurations hindering their overall usability and efficiency. - Users report **improvement needed** in Kyriba due to issues with approval workflows and module functionality. - Users find Kyriba's interface **difficult to navigate** , citing a steep learning curve that demands significant time investment. - Users experience a **steep learning curve** with Kyriba, requiring extensive time and effort to master its features. #### What Are Recent G2 Reviews of Kyriba? **"[Kyriba Unifies Treasury Functions and Drives Real Operational Improvements](https://www.g2.com/survey_responses/kyriba-review-12412487)"** **Rating:** 4.5/5.0 stars *— Mauricio M.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-12412487) --- **"[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)"** **Rating:** 5.0/5.0 stars *— Mitch H.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-10989447) --- #### What Are G2 Users Discussing About Kyriba? - [What is kyriba certification?](https://www.g2.com/discussions/kyriba-what-is-kyriba-certification) - [What is kyriba certification?](https://www.g2.com/discussions/what-is-kyriba-certification) - [Where is kyriba based?](https://www.g2.com/discussions/kyriba-where-is-kyriba-based) - [Where is kyriba based?](https://www.g2.com/discussions/where-is-kyriba-based) - [What does a treasury management system do?](https://www.g2.com/discussions/kyriba-what-does-a-treasury-management-system-do) ### 15. [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) 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:** 4.8/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Reach Reporting?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.5/10) - **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?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Company Website:** https://www.reachreporting.com/ - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 75% Small-Business, 20% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Reporting (6 reviews) - Reporting Efficiency (6 reviews) - Time-saving (6 reviews) - Integrations (5 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Reach Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Reach Reporting, enjoying straightforward setup and customizable, client-friendly dashboards. - Users love the **clear and beautiful visuals** of Reach Reporting, simplifying decision-making and enhancing client communication. - Users appreciate the **reporting efficiency** of Reach Reporting, enhancing understanding and decision-making through customizable dashboards and templates. - Users appreciate the **time-saving automation** of Reach Reporting, allowing quick data presentation and informed decision-making. - Users appreciate the **easy integrations** with QuickBooks, saving time and enhancing reporting efficiency. **Cons:** - Users feel the **missing features** hinder efficiency, particularly in budget building and chart organization. - Users find the system initially **non-intuitive and complex** , impacting ease of use and report organization. - Users experience **connectivity issues** with slow syncing and limited automation across multiple systems simultaneously. - Users find the **dashboard limitations** frustrating, desiring better organization and enhanced forecasting features for reports. - Users face **implementation issues** with data merging and budget builder complexity, impacting overall efficiency. #### What Are Recent G2 Reviews of Reach Reporting? **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- ### 16. [G-Accon](https://www.g2.com/products/g-accon/reviews) 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:** 199 **How Do G2 Users Rate G-Accon?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/g-accon) - **Company Website:** https://g-accon.com/ - **Year Founded:** 2017 - **HQ Location:** Novi, MI - **Twitter:** @G_AcconServices (1,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CFO - **Top Industries:** Accounting, Financial Services - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are G-Accon's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Automation (29 reviews) - Time-Saving (28 reviews) - Integrations (25 reviews) - Time-saving (24 reviews) **Cons:** - Reporting Issues (13 reviews) - Inefficient Reporting (10 reviews) - Poor Navigation (8 reviews) - UX Improvement (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of G-Accon, enabling quick data fetching and report generation in minutes. - Users love the **automation capabilities** of G-Accon, which significantly save time and streamline reporting tasks. - Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes. - Users value the **seamless integration** of G-Accon with Xero, enhancing data management and report customization in Google Sheets. - Users value the **time-saving automation** of G-Accon, significantly reducing hours spent on financial reporting tasks. **Cons:** - Users find the **custom reports feature challenging** , wishing for improved ease in connection and functionality. - Users find the **reporting efficiency lacking** in G-Accon, particularly with custom and currency consolidation issues. - Users find **navigation confusing** due to a complicated interface and terminology, impacting their overall experience with G-Accon. - Users feel the **interface is a bit outdated** and hope for modernization to enhance usability and aesthetics. - Users find G-Accon's **steep learning curve** overwhelming, especially for those unfamiliar with QuickBooks and custom queries. #### What Are Recent G2 Reviews of G-Accon? **"[User-Friendly Way to Make the Xero API Accessible](https://www.g2.com/survey_responses/g-accon-review-12922876)"** **Rating:** 5.0/5.0 stars *— Clarize P.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 17. [Relay](https://www.g2.com/products/relay-financial-relay/reviews) 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:** 4.3/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Relay?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **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?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Relay?** - **Seller:** [Relay Financial](https://www.g2.com/sellers/relay-financial) - **Company Website:** https://relayfi.com - **Year Founded:** 2018 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://linkedin.com/company/bankwithrelay (359 employees on LinkedIn®) - **Phone:** 1-888-205-9304 **Who Uses This Product?** - **Company Size:** 69% Small-Business #### What Are Relay's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (9 reviews) - Easy Setup (8 reviews) - Setup Ease (7 reviews) - Convenience (6 reviews) **Cons:** - Payment Issues (5 reviews) - Approval Issues (4 reviews) - Poor Customer Support (3 reviews) - Cancellation Issues (2 reviews) - Credit Issues (2 reviews) ### 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 straightforward interface and beneficial automations. - Users commend Relay for its **outstanding customer support** , appreciating quick responses that enhance overall banking experiences. - Users find the **easy setup** of Relay straightforward, enhancing their experience for managing business finances effortlessly. - Users appreciate the **setup ease** of Relay, finding the initiation process simple and efficient for their business needs. - Users enjoy the **convenience** of Relay, benefiting from seamless banking management and quick, responsive customer service. **Cons:** - Users face **payment issues** with Relay, including complications with refunds and transaction cancellations affecting their experience. - Users face significant **approval issues** with Relay, leading to payment delays and frustrating experiences with client transactions. - Users are frustrated with Relay's **poor customer support** , which fails to resolve issues with withheld funds and payment approvals. - Users report serious **cancellation issues** with Relay, including payment delays and lack of support during critical transactions. - Users report **credit issues** with Relay, including hacking incidents that caused frustrating transactions and lack of support options. #### What Are Recent G2 Reviews of Relay? **"[Founder-friendly banking with world-class support](https://www.g2.com/survey_responses/relay-review-12428960)"** **Rating:** 5.0/5.0 stars *— Eduardo L.* [Read full review](https://www.g2.com/survey_responses/relay-review-12428960) --- **"[Effortless Banking with Stellar Billing Feature](https://www.g2.com/survey_responses/relay-review-12385060)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospitality* [Read full review](https://www.g2.com/survey_responses/relay-review-12385060) --- ### 18. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business. **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **How Do G2 Users Rate Fuelfinance?** - **Forecast Comparison:** 9.8/10 (Category avg: 8.5/10) - **Forward Looking:** 9.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.9/10 (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 Fuelfinance?** - **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance) - **Year Founded:** 2019 - **HQ Location:** Delaware, IA - **Twitter:** @fuelfinance_ (333 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fuelfinance (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 54% Small-Business, 46% Mid-Market #### What Are Fuelfinance's Pros and Cons? **Pros:** - Financial Management (14 reviews) - Insights (9 reviews) - Budgeting Management (6 reviews) - Insights Analysis (6 reviews) - Ease of Use (5 reviews) **Cons:** - Limited Integration (2 reviews) - Limited Integrations (2 reviews) - Customization Difficulties (1 reviews) - Difficult Customization (1 reviews) - Downtime Issues (1 reviews) ### What Do G2 Reviewers Say About Fuelfinance? *AI-generated summary from verified user reviews* **Pros:** - Users value Fuel Finance for its **financial management capabilities** , enabling data-driven decisions for sustainable profitability and cash flow optimization. - Users value the **enhanced financial visibility** Fuelfinance provides, transforming decision-making and optimizing profitability. - Users value the **user-friendly budgeting tools** of FuelFinance, which greatly enhance financial stability and decision-making. - Users value the **in-depth financial insights** Fuelfinance provides, which greatly enhance decision-making and time efficiency. - Users value the **ease of use** of FuelFinance, streamlining financial management and enhancing informed decision-making effortlessly. **Cons:** - Users note the **limited integration** options, although the support team is responsive to custom integration challenges. - Users desire **more out-of-the-box integrations** with Fuelfinance for a smoother tool experience and efficiency. - Users may face challenges with **customization difficulties** when trying to adapt the software to their business needs. - Users face challenges with **difficult customization** , hindering the alignment of the software to their unique business needs. - Users report occasional **downtime issues** with Fuelfinance, affecting accessibility and overall software usability. #### What Are Recent G2 Reviews of Fuelfinance? **"[Fuelfinance Is a Must-Have for Founders](https://www.g2.com/survey_responses/fuelfinance-review-11371016)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016) --- **"[A must-have for any service company](https://www.g2.com/survey_responses/fuelfinance-review-11855515)"** **Rating:** 5.0/5.0 stars *— Max V.* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515) --- ### 19. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, 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, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or 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, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Joiin?** - **Forecast Comparison:** 8.0/10 (Category avg: 8.5/10) - **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](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Reporting (17 reviews) - Reporting Efficiency (15 reviews) - Customer Support (14 reviews) - Report Creation (14 reviews) **Cons:** - Inefficient Reporting (10 reviews) - Missing Features (10 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** exceptional for consolidating reports and generating management accounts quickly. - Users appreciate the **ease of consolidation reporting** in Joiin, making data preparation for management accounts simple and efficient. - Users value the **reporting efficiency** of Joiin, enjoying faster, consistent reports across multiple entities and currencies. - Users praise the **responsive and helpful customer support** of Joiin, enhancing their overall experience significantly. - Users value the **ease of report creation** in Joiin, appreciating its user-friendliness and customizable options. **Cons:** - Users face **inefficient reporting** in Joiin, struggling with limitations in filtering and report customization. - Users find the **limited chart types and missing features** restrict the functionality and experience of Joiin. - Users face **reporting issues** , needing to export data for better formatting and presentation before sharing. - Users find the **limited reporting capabilities** of Joiin frustrating, often resorting to external tools for data management. - Users note **formatting issues** with reports and exports, requiring additional cleanup before sharing or use. #### What Are Recent G2 Reviews of Joiin? **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 20. [Atlar](https://www.g2.com/products/atlar/reviews) 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:** 65 **How Do G2 Users Rate Atlar?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.5/10) - **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?:** 9.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Atlar?** - **Seller:** [Atlar](https://www.g2.com/sellers/atlar) - **Company Website:** https://www.atlar.com/ - **Year Founded:** 2022 - **HQ Location:** Stockholm, Sweden - **Twitter:** @atlarhq (37 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/atlarhq/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 75% Mid-Market, 23% Small-Business #### What Are Atlar's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Customer Support (21 reviews) - Implementation Ease (17 reviews) - Efficiency (12 reviews) - Intuitive (12 reviews) **Cons:** - Expensive (3 reviews) - Integration Issues (3 reviews) - Extra Charges (2 reviews) - High Fees (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Atlar? *AI-generated summary from verified user reviews* **Pros:** - Users find Atlar's platform **intuitive and easy to use** , enhancing team efficiency and simplifying complex banking integrations. - Users commend Atlar for its **exceptional customer support** , making integration easy and stress-free with proactive assistance. - Users commend the **implementation ease** at Atlar, noting proactive support and an intuitive user interface that simplifies integration. - Users commend Atlar for its **efficiency in optimizing business performance** and providing intuitive features and responsive support. - Users find Atlar's platform to be **intuitive and user-friendly** , making it easy for teams to integrate and operate. **Cons:** - Users find Atlar **expensive** due to high setup fees and extra charges for additional bank connections. - Users experience **integration issues** that can cause delays, particularly with banks not on the partners list. - Users are cautioned about **extra charges** for additional bank connections and potential hidden costs during setup. - Users note the **high fees** associated with Atlar, especially due to potential hidden costs during setup. - Users note **implementation issues** , particularly with long onboarding times and potential hidden costs for bank connections. #### What Are Recent G2 Reviews of Atlar? **"[Clean, Intuitive, and Reliable—Purpose-Built Features That Deliver](https://www.g2.com/survey_responses/atlar-review-12877846)"** **Rating:** 5.0/5.0 stars *— Camilo G.* [Read full review](https://www.g2.com/survey_responses/atlar-review-12877846) --- **"[Comprehensive Cash Visibility and Reporting Made Simple](https://www.g2.com/survey_responses/atlar-review-11740156)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/atlar-review-11740156) --- ### 21. [Invoiced](https://www.g2.com/products/invoiced/reviews) Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. **Average Rating:** 4.5/5.0 **Total Reviews:** 397 **How Do G2 Users Rate Invoiced?** - **Forecast Comparison:** 7.7/10 (Category avg: 8.5/10) - **Forward Looking:** 7.6/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.0/10 (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 Invoiced?** - **Seller:** [Invoiced](https://www.g2.com/sellers/invoiced) - **Company Website:** https://invoiced.com - **Year Founded:** 2013 - **HQ Location:** Austin, Texas - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 77% Small-Business, 21% Mid-Market #### What Are Invoiced's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Invoicing Management (11 reviews) - Features (10 reviews) - User Interface (9 reviews) - Payment Processing (8 reviews) **Cons:** - Payment Issues (11 reviews) - Access Limitations (5 reviews) - Poor Customer Support (5 reviews) - Expensive (4 reviews) - Missing Features (4 reviews) ### What Do G2 Reviewers Say About Invoiced? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Invoiced, making accounting tasks quick and efficient with seamless access. - Users appreciate the **ease of use** in Invoiced, enabling straightforward transaction management and efficient workflows. - Users value the **ease of use and comprehensive features** of Invoiced, enhancing their accounting management experience. - Users appreciate the **clean and intuitive user interface** of Invoiced, making invoicing and payment management easy and efficient. - Users commend Invoiced for its **efficient payment processing** , making transaction management and customer invoicing seamless and convenient. **Cons:** - Users face **payment issues** due to long delays in processing and difficulties with the payment gateway integration. - Users face **access limitations** with Invoiced, such as restricted invoice numbers and lack of essential integrations. - Users are frustrated by **poor customer support** , with slow responses and unresolved issues impacting their experience. - Users find Invoiced to be **too expensive** , especially after exceeding the monthly limit of 50 invoices. - Users express a desire for **missing features** like customized aging reports, integration with Confido, and a timesheet tracker. #### What Are Recent G2 Reviews of Invoiced? **"[Highly Customizable and Efficient Invoicing Portal](https://www.g2.com/survey_responses/invoiced-review-9001029)"** **Rating:** 5.0/5.0 stars *— Robert R.* [Read full review](https://www.g2.com/survey_responses/invoiced-review-9001029) --- **"[Great platform that is very user friendly](https://www.g2.com/survey_responses/invoiced-review-8264929)"** **Rating:** 4.5/5.0 stars *— Stephanie A.* [Read full review](https://www.g2.com/survey_responses/invoiced-review-8264929) --- #### What Are G2 Users Discussing About Invoiced? - [What is Invoiced used for?](https://www.g2.com/discussions/what-is-invoiced-used-for) - 1 comment - [What invoiced means?](https://www.g2.com/discussions/what-invoiced-means) - [What is an invoicing software?](https://www.g2.com/discussions/what-is-an-invoicing-software) - [What are the features of an invoice?](https://www.g2.com/discussions/invoiced-what-are-the-features-of-an-invoice) ### 22. [Float](https://www.g2.com/products/float/reviews) 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: 8.5/10) - **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](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683) - **Company Website:** https://www.floatapp.com/ - **Year Founded:** 2010 - **HQ Location:** Edinburgh, GB - **LinkedIn® Page:** https://www.linkedin.com/company/float_2/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 76% Small-Business, 16% Mid-Market #### What Are Float's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Efficiency Improvement (1 reviews) - Intuitive (1 reviews) - Planning (1 reviews) **Cons:** - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Float? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Float, making team management and scheduling simple and intuitive. - Users find the **easy setup** of Float simplifies transitioning from Excel, enhancing team efficiency and workflow management. - Users value the **efficiency improvements** of Float, praising its seamless setup and intuitive project management features. - Users appreciate the **intuitive setup** of Float, facilitating a seamless transition and effective workflow management. - Users appreciate the **ease of planning** with Float, enabling seamless long-term scheduling and improved team management. **Cons:** - Users find the **absence of a daily counter** in Float limiting for effective management of their workload. #### What Are Recent G2 Reviews of Float? **"[Automated Cash Flow Forecasting](https://www.g2.com/survey_responses/float-review-4898568)"** **Rating:** 5.0/5.0 stars *— Julie R.* [Read full review](https://www.g2.com/survey_responses/float-review-4898568) --- **"[Efficient Scheduling Tool with Room for Improvement](https://www.g2.com/survey_responses/float-review-11870270)"** **Rating:** 4.0/5.0 stars *— holly c.* [Read full review](https://www.g2.com/survey_responses/float-review-11870270) --- #### What Are G2 Users Discussing About Float? - [What is float app?](https://www.g2.com/discussions/what-is-float-app) - [How does float app work?](https://www.g2.com/discussions/how-does-float-app-work) - [What are the key components of a cash flow forecast?](https://www.g2.com/discussions/what-are-the-key-components-of-a-cash-flow-forecast) - [How is floating cash flow used?](https://www.g2.com/discussions/how-is-floating-cash-flow-used) ### 23. [PlanGuru](https://www.g2.com/products/planguru/reviews) 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: 8.5/10) - **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](https://www.g2.com/sellers/planguru) - **Year Founded:** 2013 - **HQ Location:** Wilkes Barre, PA - **Twitter:** @planguru (196 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/planguru/ (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 65% Small-Business, 38% Mid-Market #### What Are PlanGuru's Pros and Cons? **Pros:** - Capabilities (1 reviews) - Customer Experience (1 reviews) - Customer Support (1 reviews) - Customization (1 reviews) - Easy Implementation (1 reviews) **Cons:** - Complexity (1 reviews) - Confusion (1 reviews) ### What Do G2 Reviewers Say About PlanGuru? *AI-generated summary from verified user reviews* **Pros:** - Users value the **robust features** of PlanGuru, making financial data integration and KPI tracking effortless and effective. - Users value the **excellent customer support** from PlanGuru, enhancing their experience with knowledgeable real people. - Users value the **exceptional customer support** from PlanGuru, appreciating the knowledgeable team and seamless integration assistance. - Users value the **customization options** in PlanGuru, allowing tailored reports and dashboards that enhance their financial analysis experience. - Users love the **easy implementation** of PlanGuru, thanks to effective support and user-friendly financial data integration. **Cons:** - Users experience **confusion from the complexity** of features in PlanGuru, though support is readily available to assist. - Users often experience **confusion due to the numerous features** , though support from the PlanGuru team helps mitigate this. #### What Are Recent G2 Reviews of PlanGuru? **"[RTA Group Review of Plan Guru](https://www.g2.com/survey_responses/planguru-review-9421484)"** **Rating:** 5.0/5.0 stars *— Jill S.* [Read full review](https://www.g2.com/survey_responses/planguru-review-9421484) --- **"[Plan Guru is great!](https://www.g2.com/survey_responses/planguru-review-9572323)"** **Rating:** 4.0/5.0 stars *— Verified User in Environmental Services* [Read full review](https://www.g2.com/survey_responses/planguru-review-9572323) --- #### What Are G2 Users Discussing About PlanGuru? - [What does Planguru do?](https://www.g2.com/discussions/what-does-planguru-do) - 1 comment - [How much does PlanGuru cost?](https://www.g2.com/discussions/how-much-does-planguru-cost) - [What is budget maestro?](https://www.g2.com/discussions/what-is-budget-maestro) ## What Is Cash Flow Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Cash Flow Management Software? - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)