# 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:** 156

### Category Stats (Aug 2026)

- **Average Rating:** 4.54/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Relay (+1.73%) - Among all products in this category, Relay recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Cash Flow Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 7,400+ Authentic Reviews
- 156+ 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](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)

**Sponsored**

### Justworks

Justworks is a multi-product solution offering global payroll, benefits, compliance support, time tracking, HR tools and more with award-winning support by HR certified experts. We handle the nitty gritty so you can focus on what matters: building your business and your team.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2029&secure%5Bchosen_at%5D=2026-08-07T00%3A11%3A41Z&secure%5Bdisplayable_resource_id%5D=1005955&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=4499&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=4499&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%3Fpage%3D2&secure%5Btoken%5D=72554add2b9b8083cca3eaac931e8238b51900b4d18c8bf6a649860b6db65949&secure%5Burl%5D=https%3A%2F%2Fwww.justworks.com%2Flp%2Fjustworks%3Futm_medium%3Daffiliate%26utm_campaign%3Dfy27_alwayson_performance_marketing%26utm_source%3Dg2%26utm_id%3D78ZHSQ%26utm_ad%3Dcpc&secure%5Burl_type%5D=custom_url)

### [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:** 4.8/5.0

**Total Reviews:** 200

#### How Do G2 Users Rate G-Accon?

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

#### Who Is the Company Behind G-Accon?

- **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon)
- **Company Website:** g-accon.com
- **Year Founded:** 2017
- **HQ Location:** Novi, MI
- **Twitter:** @G\_AcconServices  
1,409 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dde5b19a6107979a3a02594d7f9cba8f281c1549094852a574bc7faa1ea6f1b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fg-accon&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CFO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 66% Small, 33% Medium

#### What Do G2 Reviewers Say About G-Accon?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of G-Accon, enabling rapid data retrieval and report generation with minimal effort.
- Users value the **automation capabilities** of G-Accon, significantly reducing report generation time and increasing efficiency.
- Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes.
- Users value the **seamless integration** of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis.
- Users value the **time-saving automation** of G-Accon, drastically reducing the time spent on financial reporting tasks.

##### Cons

- Users find **reporting issues** frustrating, noting difficulties in connecting custom reports and data loss when copying sheets.
- Users find that G-Accon's **inefficient reporting** can complicate generating accurate custom and consolidated reports.
- Users find **navigation poor** , experiencing confusion and difficulty locating features within the G-Accon platform.
- Users find the **dated interface** of G-Accon less appealing and hope for a modernized, more intuitive design.
- Users find a **steep learning curve** with G-Accon, making initial usage challenging for those unfamiliar with its features.

#### 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)

**["Set It Up Once, Then Enjoy Effortless Auto-Updates"](https://www.g2.com/survey_responses/g-accon-review-13175410)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/g-accon-review-13175410)

#### 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

### [Invoiced](https://www.g2.com/products/invoiced/reviews)

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:** 398

#### 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](https://www.g2.com/sellers/invoiced)
- **Company Website:** invoiced.com
- **Year Founded:** 2013
- **HQ Location:** Boston, MA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f84072982a6880fc0c2f726eccb590efbadaecca9dcdd4e0f0a13380c2bbb4f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflywire%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,309 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, making accounting tasks and invoicing efficient and efficient.
- Users appreciate the **easy invoicing management** of Invoiced, enhancing their efficiency in handling accounting tasks effortlessly.
- Users appreciate the **ease of use** of Invoiced, simplifying accounting tasks with efficient features and integrations.
- Users appreciate the **intuitive user interface** of Invoiced, which simplifies invoicing and enhances customer engagement significantly.
- Users appreciate the **convenient payment processing** capabilities of Invoiced, enhancing efficiency in managing transactions and records.

##### Cons

- Users experience **payment issues** with delayed customer transactions, leading to frustration and dissatisfaction in the process.
- Users express frustration over **access limitations** with Invoiced, particularly regarding integration and invoice caps that increase costs.
- Users face **poor customer support** , experiencing slow responses and unresolved issues, causing frustration and dissatisfaction.
- Users find Invoiced **too expensive** , especially after surpassing the 50-invoice limit, which affects overall satisfaction.
- Users express frustration over the **missing features** , such as an aging report download and timesheet tracking.

#### 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)

### [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: 8.6/10)
- **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](https://www.g2.com/sellers/fuelfinance)
- **Year Founded:** 2019
- **HQ Location:** Delaware, IA
- **Twitter:** @fuelfinance\_  
333 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e89596e8ad09675ccb9a221b3e4527aa50226b46c9b4cd3b7fd1e3b1db1b91e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffuelfinance&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Fuelfinance?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability.
- Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency.
- Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability.
- Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency.
- Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making.

##### Cons

- Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup.
- Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools.
- Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs.
- Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs.
- Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software.

#### 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)

### [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: 8.6/10)
- **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](https://www.g2.com/sellers/joiin)
- **Company Website:** www.joiin.co
- **Year Founded:** 2018
- **HQ Location:** Exeter, UK
- **Twitter:** @joiinreporting  
199 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ff4b86bf7fe8ce7d10baedf6008600213cfc21e4c45f4824dee5faf29999332&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoiin&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Finance Director
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 62% Small, 35% Medium

#### What Do G2 Reviewers Say About Joiin?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes.
- Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies.
- Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities.
- Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs.
- Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time.

##### Cons

- Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation.
- Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation.
- Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively.
- Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability.
- Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively.

#### What Are Recent G2 Reviews of Joiin?

**["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)

**["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)

#### What Are G2 Users Discussing About Joiin?

- [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment

### [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: 8.6/10)
- **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?:** 9.8/10 (Category avg: 9.4/10)

#### Who Is the Company Behind Atlar?

- **Seller:** [Atlar](https://www.g2.com/sellers/atlar)
- **Company Website:** www.atlar.com
- **Year Founded:** 2022
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @atlarhq  
37 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cf0a8181b475c5d4c42c83d7511f41ee99c39b3d90d0d4bea8cd2106e52b886a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatlarhq%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Computer Software
- **Company Size:** 75% Medium, 23% Small

#### What Do G2 Reviewers Say About Atlar?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **exceptional customer support** from Atlar, noting quick and helpful responses to all queries.
- Users find Atlar **easy to use** , appreciating its intuitive design and streamlined banking management capabilities.
- Users praise Atlar for its **smooth implementation process** and excellent support, enhancing their overall experience and efficiency.
- Users value the **easy integrations** of Atlar, enabling seamless connections with financial systems like NetSuite for enhanced efficiency.
- Users appreciate Atlar's **intuitive design** , which enhances data interpretation and simplifies daily treasury tasks efficiently.

##### Cons

- Users find Atlar to be **relatively expensive** , especially due to potential hidden costs and limited bank connections.
- Users should be cautious of **extra charges** related to hidden costs for bank connections and implementation fees.
- Users find that Atlar has **high fees** , especially with hidden costs when setting up automated bank connections.
- Users note the **implementation issues** with Atlar, including onboarding delays and potential hidden costs from banks.
- Users find that **improvement is needed** in onboarding banks and accessing more detailed insights directly in Atlar.

#### 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)

### [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: 8.6/10)
- **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](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683)
- **Company Website:** www.floatapp.com
- **Year Founded:** 2010
- **HQ Location:** Edinburgh, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=597b8e4442c3dc75053ba372d8cd91130ca34629c056c4355bc1d3e00172953d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffloat_2%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 find Float's **ease of use** remarkable, making team management and scheduling intuitive and efficient.
- Users love the **easy setup** of Float, making transitions from spreadsheets smooth and effective for team management.
- Users value the **efficiency improvement** that Float offers, making team management and scheduling effortless and intuitive.
- Users appreciate the **intuitive setup and usability** of Float, enhancing workflow management and team coordination effectively.
- Users appreciate the **ease of planning** with Float, enjoying intuitive scheduling that enhances team accountability and productivity.

##### Cons

- Users find it inconvenient that Float has a **lack of daily hour tracking** , hindering effective workload management.

#### What Are Recent G2 Reviews of Float?

**["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)

**["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)

#### 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)

### [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: 8.6/10)
- **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](https://www.g2.com/sellers/planguru)
- **Year Founded:** 2013
- **HQ Location:** Wilkes Barre, PA
- **Twitter:** @planguru  
196 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60b40a541bddfc77c78db406a86db973c2009fad89fcd48b1cb52bf1764cb708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanguru%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About PlanGuru?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust support and extensive features** of PlanGuru, greatly enhancing their financial data management.
- Users value the **outstanding customer support** from Plan Guru, enhancing the overall experience with personalized assistance.
- Users praise the **knowledgeable customer support** of PlanGuru, making financial data integration seamless and effective.
- Users value the **customization options** in PlanGuru, enhancing their reporting experience with tailored KPI and data sets.
- Users appreciate the **easy implementation** of PlanGuru, benefiting from knowledgeable support during data integration.

##### Cons

- Users find the **complexity of features** in PlanGuru can be confusing, though support is readily available.
- Users experience **confusion** due to numerous features, though the PlanGuru team provides helpful support when needed.

#### 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)

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