Best Cash Flow Management Software for Small Business - Page 2

How Many Cash Flow Management Software Products Does G2 Track?

Total Products under this Category: 199

Category Stats (Oct 2026)

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

Last updated: October 20, 2026

How Does G2 Rank Cash Flow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,600+ Authentic Reviews
  • 199+ Products
  • Unbiased Rankings

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

G2 Grid® for Cash Flow Management Software

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

Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Anchor, Fathom, Relay, and Kolleno.

Underlying data: [Grid® JSON](https://www.g2.com/categories/cash-flow-management/grids.json?focus%5B%5D=agicap&focus%5B%5D=qonto&focus%5B%5D=bill-ap-ar&focus%5B%5D=quickbooks-bill-pay&focus%5B%5D=anchor-anchor&focus%5B%5D=fathom&focus%5B%5D=relay-financial-relay&focus%5B%5D=kolleno&segment=small-business)

Tesorio

Finance teams should spend their time on the decisions that move cash, not on the manual work that stands between Closed Won and Done. Every company runs on cash, yet getting from invoice to payment still depends on people uploading invoices to customer portals, chasing replies, and matching remittances by hand. Tesorio's agentic order-to-cash analyst does that work today. It follows up on open invoices, captures promise-to-pay dates, triages the collections inbox, applies cash, and keeps invoices current in customer portals. Your team handles what needs a person: priorities, customer relationships, and exceptions. Customers see up to a 30% reduction in DSO and have collected $355 billion through Tesorio. Companies using Tesorio include Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Average Rating: 4.7/5.0

Total Reviews: 245

How Do G2 Users Rate Tesorio?

  • Forecast Comparison: 8.2/10 (Category avg: 8.6/10)
  • Forward Looking: 8.2/10 (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?: 9.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Tesorio?

  • Seller: Tesorio
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @usetesorio
    481 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Accounts Receivable Specialist
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 47% Medium, 33% Large

What Do G2 Reviewers Say About Tesorio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Tesorio, facilitating efficient workflows with user-friendly dashboards and tools.
  • Users value the automation capabilities of Tesorio, enhancing efficiency in contacts and providing insightful analytics.
  • Users appreciate the collections efficiency of Tesorio, facilitating team collaboration and providing clear insight into invoicing processes.
  • Users appreciate the easy template editing and real-time invoice management features of Tesorio, enhancing independence and visibility.
  • Users appreciate the visibility and insights Tesorio provides for managing collections effectively and enhancing team collaboration.
Cons
  • Users feel that Tesorio needs improvement in reporting features for better accountability and tracking of collections.
  • Users are frustrated by the sync issues with Tesorio, experiencing delays and untransferred cash notes with their ERP.
  • Users report invoicing issues with delays and unclear hierarchy, affecting navigation and overall experience in Tesorio.
  • Users find email automation issues with Tesorio, noting clunky setups and lack of effective management tools.
  • Users face challenges with the usability of Tesorio's email functionality, impacting their communication and reporting effectiveness.

What Are Recent G2 Reviews of Tesorio?

What Are G2 Users Discussing About Tesorio?

Reach Reporting

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

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate Reach Reporting?

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

Who Is the Company Behind Reach Reporting?

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

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 76% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the reporting efficiency of Reach Reporting, benefiting from automated, customizable, and impressive financial dashboards.
  • Users value the easy integrations with QB Online and Desktop, significantly enhancing their reporting efficiency and experience.
  • Users appreciate the ease of use of Reach Reporting, enjoying straightforward setup and customizable, clear financial reporting.
  • Users highlight the clear and beautiful visuals of Reach Reporting, enhancing decision-making and client presentations effortlessly.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making for teams.
Cons
  • Users desire additional missing features in Reach Reporting, particularly for budget building and chart organization.
  • Users find Reach Reporting's interface complex and non-intuitive, making initial use challenging and consolidation cumbersome.
  • Users face connectivity issues, as syncing can be slow and doesn't allow automation with multiple systems simultaneously.
  • Users find the dashboard limitations challenging, wishing for better organization and enhanced forecasting features.
  • Users experience implementation issues with Reach Reporting, finding data consolidation and budget features cumbersome and inefficient.

What Are Recent G2 Reviews of Reach Reporting?

Atlar

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

Average Rating: 4.8/5.0

Total Reviews: 73

How Do G2 Users Rate Atlar?

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

Who Is the Company Behind Atlar?

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

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 74% Medium, 23% Small

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 the overall experience of managing complex banking integrations.
  • Users praise Atlar's responsive customer support, noting their helpfulness and proactivity during the integration process.
  • Users highlight the seamless implementation support from Atlar, making complex banking integration manageable and stress-free.
  • Users value the efficiency of Atlar, noting improved processes and responsive support that simplifies integration.
  • Users find Atlar's platform intuitive and easy to use, enhancing their treasury team's efficiency and decision-making.
Cons
  • Users find Atlar relatively expensive, especially due to hidden fees and limitations on bank connections.
  • Users experience integration issues with Atlar, particularly with non-partner banks, leading to longer setup times.
  • Users caution about extra charges for bank connections and potential hidden costs that could increase overall expenses.
  • Users note the high fees associated with Atlar, which can be a barrier unless usage is scaled.
  • Users report implementation issues, noting potential hidden costs and lengthy onboarding for new bank connections.

What Are Recent G2 Reviews of Atlar?

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Invoiced

Invoiced by Flywire is an AI-native accounts receivable and invoice-to-cash automation platform designed to help B2B finance teams automate billing, collections, payment processing, and cash reconciliation. Built for mid-market and enterprise businesses managing high-volume receivables, Invoiced eliminates manual A/R work so finance teams can scale operations without adding proportional headcount. Acquired by Flywire (NASDAQ: FLYW) in 2024, Invoiced combines accounts receivable software, AI-powered automation, integrated payment processing, and deep ERP integrations into a single connected platform. Unlike point solutions or freelance invoicing tools, Invoiced is purpose-built for complex B2B finance operations where invoice volume is high, payment methods are diverse, and reconciliation is time-consuming. Core Capabilities & Features: -Automated Collections Workflows — Customizable dunning sequences, payment reminders, and escalation rules that trigger based on payment status and customer behavior, reducing manual follow-up work -AI-Powered Cash Application — CashMatch AI automates payment matching and reconciliation to invoices, even with incomplete remittance data, minimizing exceptions and month-end reconciliation time -Subscription & Recurring Billing — Supports usage-based, recurring, and hybrid billing models with automated invoice generation, proration, and customer billing portals -Global Payment Processing — Accepts 1,200+ payment methods across 140+ currencies with automatic FX handling, enabling domestic and cross-border collections without adding banking complexity -Deep ERP Integrations — Native connectors to NetSuite, Sage Intacct, Microsoft Dynamics 365, Salesforce, and others ensure real-time data sync and eliminate duplicate data entry Finance teams use Invoiced to accelerate cash collection, reduce days sales outstanding (DSO), and regain visibility into the full receivables lifecycle. The platform eliminates data silos between AR, payments, and ERP systems by automating payment reconciliation and posting. Routine manual tasks—invoice delivery, payment chasing, cash matching, exception handling—are shifted to AI-driven workflows, freeing finance professionals to focus on strategy, forecasting, and relationship management rather than execution. The platform is particularly valuable for organizations scaling transaction volume without scaling headcount, companies operating internationally with multi-currency and multi-payment-method requirements, and finance teams struggling with legacy systems that lack automation and integration. Invoiced serves mid-market and enterprise finance teams across industries including SaaS, healthcare, education, financial services, insurance, professional services, staffing, and nonprofits. Thousands of global customers rely on Invoiced to process billions in receivables annually, and the platform is recognized as a category leader in A/R automation.

Average Rating: 4.5/5.0

Total Reviews: 402

How Do G2 Users Rate Invoiced?

  • Forecast Comparison: 7.7/10 (Category avg: 8.6/10)
  • 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
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Boston, MA
  • LinkedIn® Page: www.linkedin.com
    1,342 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 77% Small, 21% Medium

What Do G2 Reviewers Say About Invoiced?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Invoiced, finding it convenient for managing their accounting tasks efficiently.
  • Users appreciate the ease of use of Invoiced, which simplifies accounting and invoicing tasks significantly.
  • Users appreciate the ease of use of Invoiced, facilitating effective management of accounting tasks and customer payments.
  • Users value the intuitive user interface of Invoiced, making invoicing and payment management remarkably effortless and efficient.
  • Users love the efficient payment processing of Invoiced, appreciating its automation and user-friendly features that simplify accounting.
Cons
  • Users experience payment issues with delayed transactions and frustrations regarding the integrated processing gateway on Invoiced.
  • Users face access limitations, such as integration issues and restrictive invoice caps, causing inconvenience and increased costs.
  • Users experience poor customer support, with slow responses and unresolved issues impacting their overall satisfaction with Invoiced.
  • Users find Invoiced's service expensive, especially after exceeding the monthly invoice limit, leading to increased costs.
  • Users wish for missing features like customizable aging reports, integration with payment methods, and a built-in timesheet tracker.

What Are Recent G2 Reviews of Invoiced?

What Are G2 Users Discussing About Invoiced?

Joiin

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

Average Rating: 4.7/5.0

Total Reviews: 87

How Do G2 Users Rate Joiin?

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

Who Is the Company Behind Joiin?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin's ease of use enhances their reporting efficiency, making data preparation a breeze.
  • Users love the ease of consolidation reporting, finding it simple and efficient for management accounts.
  • Users praise Joiin for its reporting efficiency, enjoying quick consolidation and easy adjustments for management accounts.
  • Users commend the quick and helpful customer support of Joiin, enhancing their overall experience significantly.
  • Users value the ease of report creation, with customizable options and seamless integration enhancing their experience.
Cons
  • Users find Joiin's reporting to be inefficient, often requiring extensive manual adjustments and limiting customization options.
  • Users experience reporting issues with filtering and exporting, making data management more tedious than anticipated.
  • Users find the limited reporting capabilities in Joiin restricting and difficult to navigate for comprehensive analysis.
  • Users feel the limited chart types and missing features detract from Joiin's overall utility and flexibility.
  • Users note formatting issues in reports and exports, requiring additional cleanup before sharing with others.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Fuelfinance

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: 8.6/10)
  • 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
  • Year Founded: 2019
  • HQ Location: Delaware, IA
  • Twitter: @fuelfinance_
    333 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 54% Small, 46% Medium

What Do G2 Reviewers Say About Fuelfinance?

AI-generated summary from verified user reviews

Pros
  • Users commend Fuel Finance for its insightful financial management, enhancing decision-making and fostering sustainable profitability.
  • Users value the financial visibility and insights Fuelfinance provides, transforming decision-making and enhancing profitability.
  • Users value the user-friendly budgeting tools of FuelFinance, which enhance financial stability and streamline financial management.
  • Users value the financial visibility and time savings Fuelfinance provides, transforming decision-making and enhancing efficiency.
  • Users appreciate the ease of use of FuelFinance, enabling seamless financial management and informed decision-making.
Cons
  • Users find limited integration options frustrating, though support is responsive and helps overcome challenges during the process.
  • Users desire more out-of-the-box integrations for Fuelfinance, but appreciate their willingness to create custom solutions.
  • Users face customization difficulties when trying to adapt Fuelfinance to meet their unique business needs.
  • Users face challenges with difficult customization in Fuelfinance, hindering alignment with their unique business needs.
  • Users may face occasional downtime issues with Fuelfinance, affecting accessibility and overall user experience.

What Are Recent G2 Reviews of Fuelfinance?

Float

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

Average Rating: 4.4/5.0

Total Reviews: 44

How Do G2 Users Rate Float?

  • Forecast Comparison: 7.2/10 (Category avg: 8.6/10)
  • Forward Looking: 7.5/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)

Who Is the Company Behind Float?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Float?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Float, enjoying seamless transitions and intuitive scheduling for effective team management.
  • Users find the easy setup of Float seamless, enhancing workflow management and team scheduling with minimal effort.
  • Users value the efficiency improvement Float offers, ensuring seamless transitions and enhanced team productivity through intuitive scheduling.
  • Users find Float to be intuitive and easy to use, enhancing team workflow management and individual accountability.
  • Users value the ease of planning with Float, enjoying seamless transitions and intuitive scheduling for team management.
Cons
  • Users find the missing daily counter in Float limits their ability to track and manage their time effectively.

What Are Recent G2 Reviews of Float?

What Are G2 Users Discussing About Float?

PlanGuru

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

Average Rating: 4.5/5.0

Total Reviews: 37

How Do G2 Users Rate PlanGuru?

  • Forecast Comparison: 8.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind PlanGuru?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About PlanGuru?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the robust capabilities of PlanGuru, enabling seamless financial data integration and insightful KPI reporting.
  • Users appreciate the exceptional support from PlanGuru's knowledgeable team, enhancing their overall experience with the software.
  • Users appreciate the exceptional customer support from PlanGuru, benefiting from knowledgeable assistance during integration.
  • Users appreciate the customization options in PlanGuru, enhancing their experience with tailored financial insights and reports.
  • Users find the easy implementation of PlanGuru allows seamless integration of financial data and enhances reporting efficiency.
Cons
  • Users experience confusion from numerous features in PlanGuru, but appreciate the responsive support team for guidance.
  • Users often face confusion due to the numerous features, despite receiving helpful support from the PlanGuru team.

What Are Recent G2 Reviews of PlanGuru?

What Are G2 Users Discussing About PlanGuru?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated