# Best Cash Flow Management Software - Page 3 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Cash flow management software enables businesses to monitor, analyze, and forecast the amount of money coming in and going out. They help companies track real-time inflows and outflows, identify trends, and ensure they have enough liquidity to run smoothly. Advanced systems also use historical financial and operational data to help predict cash flow issues and develop strategies to manage risk more effectively. Cash flow management software is typically used by finance and accounting teams and often integrates with related financial systems, including [accounting software](https://www.g2.com/categories/accounting?source=search), [budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting?source=search), [invoice management software](https://www.g2.com/categories/invoice-management?source=search), and [inventory management software](https://www.g2.com/categories/inventory-management?source=search). To qualify for inclusion in the Cash Flow Management category, a product must: - Provide users with detailed cash flow reports, identifying sources of income and areas of expenditure - Allow editing of one-time and recurring cash flow items, with breakdowns by individual transactions or line items - Integrate with financial systems to sync financial data automatically - Offer cash flow forecasting tools that project future cash positions based on historical data ## 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 (355 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 (1,783 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 | [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) | 4.4/5.0 (154 reviews) | Automated dunning workflows for DSO reduction | "[collections](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545)" | | 7 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (364 reviews) | Excel-native cash flow consolidation and forecasting | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 8 | [Billtrust](https://www.g2.com/products/billtrust/reviews) | 4.4/5.0 (508 reviews) | AI-automated cash application and AR collections | "[Handles Deduction & Payment Automation Efficiently](https://www.g2.com/survey_responses/billtrust-review-9315346)" | | 9 | [Tesorio](https://www.g2.com/products/tesorio/reviews) | 4.7/5.0 (238 reviews) | AR collections automation with cash-flow forecasting | "[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)" | | 10 | [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)" | --- ## 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=19809&focus%5B%5D=23596&focus%5B%5D=17701&focus%5B%5D=99063) Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Kyriba, Quadient Accounts Receivable, Billtrust, and Datarails. Underlying data: [Grid® JSON](https://www.g2.com/categories/cash-flow-management/grids.json?focus%5B%5D=agicap&focus%5B%5D=qonto&focus%5B%5D=bill-ap-ar&focus%5B%5D=quickbooks-bill-pay&focus%5B%5D=kyriba&focus%5B%5D=quadient-accounts-receivable&focus%5B%5D=billtrust&focus%5B%5D=datarails) ## 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**: LivePlan (+1.49%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: July 18, 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 - 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. ## Which Cash Flow Management Software Is Best for Your Use Case? - **Leader:** [Agicap](https://www.g2.com/products/agicap/reviews) - **Highest Performer:** [Kolleno](https://www.g2.com/products/kolleno/reviews) - **Easiest to Use:** [Kolleno](https://www.g2.com/products/kolleno/reviews) - **Top Trending:** [Qonto](https://www.g2.com/products/qonto/reviews) - **Best Free Software:** [Agicap](https://www.g2.com/products/agicap/reviews) --- **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=2026-07-19T15%3A08%3A31Z&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%3Fpage%3D2&secure%5Btoken%5D=dfcde2505811ef78d55894cae57e59bc28c7282909630af0211edbf56a203c64&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. [Dryrun](https://www.g2.com/products/dryrun/reviews) Financial Modeling Software that Forecasts Everything from Cash Flow to Complex Scenarios Quickly build clear, accurate financial forecasts and get the answers you need. Easily manage cash flow across multiple entities and model complex scenarios with a simple, flexible interface that combines ease of use with powerful features. Dryrun empowers CFOs to forecast with accuracy and act with confidence. It’s built for the real-world challenges of mid-market businesses—cash flow volatility, strategic planning, and multi-entity complexity. Key Benefits: Financial Forecasting - Forecast what you need to answer key business questions and gain consensus. - Cover everything from cash flow to profit and loss, revenue, balance sheet, and virtually any other financial metric. - Build forecasts that fit your business structure and goals. - Stay in control with flexible, customizable tools and automation. Cash Flow Management - See exactly when money is coming in and going out - Update AR and AP with a click to keep forecasts accurate - Work with your team to efficiently manage receivables and payables - Track aged invoices with built-in DSO and DPO tools - Spot short-term cash flow issues with simple, clear visualizations Scenario Modeling - Rapidly create and compare different “what-if” scenarios - Use automation or build your own models in a few clicks - Use advanced modeling tools to build dynamic allocations and dependencies - Automate even the most sophisticated modeling, such as auto inventory tracking Multi-Entity Consolidation - Build forecasts across different business units or entities with modular scenarios - Work efficiently with teams across locations or departments - Combine and roll up forecasts for any size organization in minutes - Automatic currency conversion simplifies international forecasting Variance Analysis - Compare your forecast to actual results at any level, from department to the entire company - See exactly where you’re off track and by how much, down to the dollar Reporting - Share clean, easy-to-read visuals in meetings or presentations - Get fast insights at a glance to support decision-making - Export reports with detailed variance data for external use Common Industries We Serve: - Project-based Businesses - Professional Services - Non-Profit Organizations - Construction - Industrial - Design, Marketing & Advertising - Architecture & Engineering **Average Rating:** 4.5/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Dryrun?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.6/10) - **Forward Looking:** 9.6/10 (Category avg: 8.7/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Dryrun?** - **Seller:** [Dryrun](https://www.g2.com/sellers/dryrun) - **Year Founded:** 2016 - **HQ Location:** Alberta, Canada - **LinkedIn® Page:** https://www.linkedin.com/company/2794896 (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Enterprise #### What Are Recent G2 Reviews of Dryrun? **"[A Streamlined Solution for Modern Financial Forecasting](https://www.g2.com/survey_responses/dryrun-review-8944303)"** **Rating:** 5.0/5.0 stars *— Yiğit K.* [Read full review](https://www.g2.com/survey_responses/dryrun-review-8944303) --- **"[Dryrun for future](https://www.g2.com/survey_responses/dryrun-review-8509151)"** **Rating:** 5.0/5.0 stars *— K Kishore Kumar R.* [Read full review](https://www.g2.com/survey_responses/dryrun-review-8509151) --- #### What Are G2 Users Discussing About Dryrun? - [What is a dry run in deployment?](https://www.g2.com/discussions/what-is-a-dry-run-in-deployment) - [Which of these are benefits for dry run testing?](https://www.g2.com/discussions/which-of-these-are-benefits-for-dry-run-testing) - [What is the use of dry run?](https://www.g2.com/discussions/what-is-the-use-of-dry-run) - [What is a dry run in software?](https://www.g2.com/discussions/what-is-a-dry-run-in-software) ### 2. [Esker](https://www.g2.com/products/esker/reviews) Esker’s Agentic AI-powered solutions equip organizations with the intelligence, automation and orchestration needed to drive lasting success and sustainable growth. Our Source-to-Pay suite streamlines procurement processes, strengthens supplier relationships and ensures alignment with financial objectives across the enterprise. On the Order-to-Cash side, Esker enables businesses to enhance customer interactions, accelerate cash collection and build stronger, more resilient relationships. By combining AI-driven execution with end-to-end process orchestration, Esker delivers measurable efficiency, improved financial performance and value that scales — empowering the Office of the CFO to operate with greater control, agility and impact. **Average Rating:** 4.2/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Esker?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.6/10) - **Forward Looking:** 8.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.3/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Esker?** - **Seller:** [Esker](https://www.g2.com/sellers/esker) - **Year Founded:** 1985 - **HQ Location:** Middleton WI - **Twitter:** @EskerInc (1,708 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9675/ (898 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 45% Mid-Market, 41% Enterprise #### What Are Esker's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Access Flexibility (1 reviews) - Accessibility (1 reviews) - Automation (1 reviews) **Cons:** - Approval Delays (1 reviews) - Approval Process (1 reviews) - Complex Workflow (1 reviews) - Inadequate Notifications (1 reviews) - Lack of Payment Options (1 reviews) ### What Do G2 Reviewers Say About Esker? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent customer support** of Esker, which enhances their experience and resolves issues efficiently. - Users find Esker to be **easy to use** , especially appreciating its cloud-based access and helpful customer support. - Users appreciate the **access flexibility** of Esker, allowing seamless use anytime and anywhere with strong data privacy. - Users appreciate the **accessibility** of Esker, enjoying its cloud-based platform available anytime and anywhere. - Users appreciate the **automation capabilities** of Esker, enhancing efficiency and streamlining processes across platforms. **Cons:** - Users face **approval delays** due to excessive back-and-forth on the payment processing page, hindering efficiency. - Users experience **an inefficient approval process** due to excessive information and slow task handling on payment pages. - Users find the **complex workflow** frustrating, causing inefficiencies in payment processing and approval delays. - Users face **inadequate notifications** leading to confusion and delays during payment processing, impacting efficiency and user experience. - Users find the **limited payment options** frustrating, causing unnecessary delays and complications in processing transactions. #### What Are Recent G2 Reviews of Esker? **"[Review of Esker Accounts Payable Solution](https://www.g2.com/survey_responses/esker-review-8998000)"** **Rating:** 4.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/esker-review-8998000) --- **"[I deal with contract management, planning and scheduling tasks to better streamline projects](https://www.g2.com/survey_responses/esker-review-9120146)"** **Rating:** 4.5/5.0 stars *— Muhammad Kashif K.* [Read full review](https://www.g2.com/survey_responses/esker-review-9120146) --- #### What Are G2 Users Discussing About Esker? - [What is Esker on Demand used for?](https://www.g2.com/discussions/what-is-esker-on-demand-used-for) ### 3. [HighRadius Treasury and Risk](https://www.g2.com/products/highradius-treasury-and-risk/reviews) HighRadius offers Al-driven solutions that automate critical financial outcomes and processes for the office of the CFO. Our platform leverages advanced Al and machine learning to optimize treasury management processes, enhancing efficiency and accuracy across the finance function to deliver bottom-line savings and improved cash flow management. Leading global enterprises, including Fortune 500 companies, trust HighRadius' Treasury and Risk suite to solve their most critical financial challenges. Our platform helps companies improve cash forecast accuracy by up to 96%, reduce cash flow volatility by 15%, and manage - liquidity for thousands of projects with continuous visibility to avoid cash shortages. **Average Rating:** 4.5/5.0 **Total Reviews:** 7 **How Do G2 Users Rate HighRadius Treasury and Risk?** - **Forecast Comparison:** 7.2/10 (Category avg: 8.6/10) - **Forward Looking:** 7.8/10 (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?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind HighRadius Treasury and Risk?** - **Seller:** [HighRadius](https://www.g2.com/sellers/highradius) - **Year Founded:** 2006 - **HQ Location:** Houston, TX - **Twitter:** @HighRadius (1,494 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/highradius/ (4,477 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 43% Enterprise, 43% Small-Business #### What Are HighRadius Treasury and Risk's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Automation (1 reviews) - Centralization (1 reviews) - Customer Support (1 reviews) - Easy Integrations (1 reviews) **Cons:** - Complexity (1 reviews) - Difficult Setup (1 reviews) - Difficulty of Use (1 reviews) - Expensive (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About HighRadius Treasury and Risk? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of HighRadius Treasury and Risk, enhancing financial planning and operational efficiency. - Users appreciate the **automation capabilities** of HighRadius Treasury and Risk, enhancing efficiency and decision-making processes. - Users value the **centralized overview** in HighRadius Treasury and Risk, enhancing cash insight and financial planning efficiency. - Users appreciate the **responsive customer support** of HighRadius Treasury and Risk, enhancing their overall experience significantly. - Users appreciate the **easy integrations** of HighRadius Treasury and Risk, enhancing financial planning and reducing manual errors. **Cons:** - Users find the **complexity of setup and learning** challenging, requiring more training for effective use. - Users experience a **difficult setup** process initially, leading to frustration during implementation despite helpful resources provided. - Users report a **difficulty of use** due to prolonged setup times and initial confusion with features. - Users find the product **expensive** , particularly during the lengthy setup phase which can lead to frustration. - Users find the **learning curve steep** , requiring significant time and training for new individuals to adapt effectively. #### What Are Recent G2 Reviews of HighRadius Treasury and Risk? **"[Efficient Treasury Management with Robust Risk Analysis](https://www.g2.com/survey_responses/highradius-treasury-and-risk-review-10935810)"** **Rating:** 5.0/5.0 stars *— viran k.* [Read full review](https://www.g2.com/survey_responses/highradius-treasury-and-risk-review-10935810) --- **"[Streamlined treasury management with advanced risk analysis.](https://www.g2.com/survey_responses/highradius-treasury-and-risk-review-10735151)"** **Rating:** 5.0/5.0 stars *— Syed A.* [Read full review](https://www.g2.com/survey_responses/highradius-treasury-and-risk-review-10735151) --- ### 4. [TIS (Treasury Intelligence Solutions)](https://www.g2.com/products/tis-treasury-intelligence-solutions/reviews) TIS is a cloud-based SaaS treasury management platform that centralizes and streamlines payment processing across multinational organizations. The platform connects seamlessly with ERP, TMS, and HR systems, plus over 11,000 banks worldwide, enabling finance teams to: - Manage liquidity and cash operations across global entities from one centralized solution - Standardize treasury operations across regions and subsidiaries - Advanced Fraud prevention capabilities that allow to process high-volume payment batches and mitigate risk and ensure security at scale. - Navigate payment complexity by combining centralized oversight with local regulations, allowing global treasury teams to maintain control. - Gain real-time visibility into cash positions for informed investment decisions - Ensure compliance and security with built-in fraud mitigation and audit capabilities - Scale globally with dynamic bank connectivity and unmatched format library The platform delivers operational efficiency, cost reduction, working capital optimization, and enhanced control over domestic and international treasury operations across complex, multi-entity environments, supporting over $2.9 trillion in annual payment volume. **Average Rating:** 4.3/5.0 **Total Reviews:** 14 **How Do G2 Users Rate TIS (Treasury Intelligence Solutions)?** - **Forecast Comparison:** 1.7/10 (Category avg: 8.6/10) - **Forward Looking:** 6.7/10 (Category avg: 8.7/10) - **Variance Analysis:** 1.7/10 (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 TIS (Treasury Intelligence Solutions)?** - **Seller:** [Treasury Intelligence Solutions](https://www.g2.com/sellers/treasury-intelligence-solutions) - **Company Website:** https://tispayments.com/ - **Year Founded:** 2010 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** https://www.linkedin.com/company/treasury-intelligence-solutions-gmbh (269 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 38% Enterprise, 38% Small-Business #### What Are TIS (Treasury Intelligence Solutions)'s Pros and Cons? **Pros:** - Efficiency (3 reviews) - Centralization (2 reviews) - Ease of Use (2 reviews) - Easy Implementation (2 reviews) - Efficiency Improvement (2 reviews) **Cons:** - Implementation Issues (3 reviews) - Technical Issues (2 reviews) - Time-Consuming (2 reviews) - Banking Issues (1 reviews) - Change Management (1 reviews) ### What Do G2 Reviewers Say About TIS (Treasury Intelligence Solutions)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of TIS, which streamlines payments and enhances financial control through a centralized platform. - Users value the **centralization of accounts** in TIS, enhancing efficiency and simplifying payment processes significantly. - Users appreciate the **ease of use** of TIS, simplifying account management and transaction processes effectively. - Users commend the **easy implementation** of TIS, enjoying its user-friendly setup and robust functionalities. - Users value the **efficiency improvement** from TIS, centralizing accounts and streamlining payment processes effortlessly. **Cons:** - Users find the **implementation process time-consuming** and complex, requiring significant effort from various teams. - Users face **technical issues** with TIS, including complexity in implementation and compatibility with various banks worldwide. - Users find the **implementation process time-consuming** , needing significant effort from IT and finance teams for integration. - Users find that **banking issues** complicate TIS integration, demanding extensive time and resources from their teams. - Users find the **change management process** challenging due to time demands and potential compatibility issues with banking systems. #### What Are Recent G2 Reviews of TIS (Treasury Intelligence Solutions)? **"[User-Friendly with Robust Capabilities](https://www.g2.com/survey_responses/tis-treasury-intelligence-solutions-review-13115698)"** **Rating:** 4.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/tis-treasury-intelligence-solutions-review-13115698) --- **"[Centralized Platform Boosts Payment Management](https://www.g2.com/survey_responses/tis-treasury-intelligence-solutions-review-13126015)"** **Rating:** 4.5/5.0 stars *— Vishnupriyanga M.* [Read full review](https://www.g2.com/survey_responses/tis-treasury-intelligence-solutions-review-13126015) --- ### 5. [Commitly](https://www.g2.com/products/commitly/reviews) COMMITLY is a cloud-based cash flow management web app taking out the pain of financial management for small companies. It's easy and intuitive and no online accounting tool is required. Just connect your company's bank account and it works! Currently, over 4000 banks in Germany and Austria are supported. COMMITLY focuses on the most important aspect for business owners - the cash flow of your company. Because without cash, companies fail. **Average Rating:** 3.7/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Commitly?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.6/10) - **Forward Looking:** 8.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.5/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Commitly?** - **Seller:** [Commitly](https://www.g2.com/sellers/commitly) - **Year Founded:** 2017 - **HQ Location:** Perchtoldsdorf, AT - **Twitter:** @commitly (49 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/commitly/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of Commitly? **"[Good experience](https://www.g2.com/survey_responses/commitly-review-4962823)"** **Rating:** 5.0/5.0 stars *— Emily B.* [Read full review](https://www.g2.com/survey_responses/commitly-review-4962823) --- **"[Commitly Does An Excellent Job for Entrepreneurs](https://www.g2.com/survey_responses/commitly-review-7090027)"** **Rating:** 4.0/5.0 stars *— Verified User in Food & Beverages* [Read full review](https://www.g2.com/survey_responses/commitly-review-7090027) --- #### What Are G2 Users Discussing About Commitly? - [What is Commitly used for?](https://www.g2.com/discussions/what-is-commitly-used-for) ### 6. [SoftLedger](https://www.g2.com/products/softledger/reviews) SoftLedger is a general ledger designed for lean accounting teams. A powerful and user-friendly accounting platform, SoftLedger helps CFOs and controllers deliver consolidated financial data in real-time. Targeted primarily at CFOs, controllers, and financial teams within small to mid-sized businesses, SoftLedger addresses the challenges of managing financial data easily with a small finance and accounting team. Companies that operate multiple subsidiaries or divisions often face difficulties in consolidating financial information, ensuring compliance, and generating accurate reports. SoftLedger simplifies these tasks by offering a centralized platform where users can easily track and manage their financial data, regardless of the complexity of their organizational structure. Key features of SoftLedger include real-time data consolidation, automated reporting, and compliance management. The real-time data consolidation feature allows users to seamlessly integrate financial information from multiple entities, providing a comprehensive view of the organization’s financial health at any given moment. Automated reporting capabilities streamline the process of generating financial statements and reports, reducing the manual effort required and minimizing the risk of errors. Additionally, SoftLedger ensures compliance with relevant accounting standards and regulations, helping organizations maintain transparency and accountability in their financial practices. SoftLedger stands out in its category by offering a user-friendly interface that enhances the overall user experience. The platform is designed to be intuitive, allowing financial teams to navigate through the software with ease. This accessibility is crucial for organizations that require quick access to financial data and insights for decision-making purposes. Furthermore, the ability to customize reports and dashboards enables users to tailor the information presented to their specific needs, facilitating better analysis and strategic planning. Overall, SoftLedger provides significant value to organizations with complex financial structures by simplifying the management of financial data, ensuring compliance, and enhancing reporting accuracy. Its robust features and user-centric design make it an essential tool for financial professionals seeking to optimize their accounting processes and improve their organization’s financial visibility. **Average Rating:** 4.6/5.0 **Total Reviews:** 50 **How Do G2 Users Rate SoftLedger?** - **Forecast Comparison:** 9.4/10 (Category avg: 8.6/10) - **Forward Looking:** 9.2/10 (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?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind SoftLedger?** - **Seller:** [SoftLedger](https://www.g2.com/sellers/softledger) - **Company Website:** https://www.softledger.com - **Year Founded:** 2016 - **HQ Location:** Pittsburgh, Pennsylvania - **Twitter:** @SoftLedger (185 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10362301/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Accounting - **Company Size:** 59% Small-Business, 35% Mid-Market #### What Are SoftLedger's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (11 reviews) - Features (11 reviews) - Reporting (8 reviews) - Customer Service (7 reviews) **Cons:** - Missing Features (8 reviews) - Limited Customization (5 reviews) - Limited Flexibility (5 reviews) - Error Handling (3 reviews) - Restrictions (3 reviews) ### What Do G2 Reviewers Say About SoftLedger? *AI-generated summary from verified user reviews* **Pros:** - Users find SoftLedger's **ease of use** enhances productivity, enabling efficient finance operations and seamless integration. - Users highly value the **responsive customer support** provided by SoftLedger during implementation and ongoing inquiries. - Users highly value SoftLedger's **real-time consolidation and robust features** , enhancing accounting efficiency and accuracy significantly. - Users praise the **reporting capabilities** of SoftLedger, highlighting its efficiency and real-time financial visibility across entities. - Users appreciate the **responsive and helpful customer support** from SoftLedger, enhancing their overall experience and implementation. **Cons:** - Users desire **more flexible reporting** options and clearer banking views to enhance their experience with SoftLedger. - Users express a desire for more flexibility, citing **limited customization** in financial reporting and the crypto module. - Users desire greater **flexibility** in report creation and functionality, finding the current options too restrictive for complex needs. - Users experience **error handling limitations** in SoftLedger, leading to issues with manual processes and linking bank connections. - Users experience **workflow flexibility restrictions** and manual bottlenecks that hinder efficiency in SoftLedger's accounting processes. #### What Are Recent G2 Reviews of SoftLedger? **"[Intuitive Accounting Platform with Exceptional, Proactive Support](https://www.g2.com/survey_responses/softledger-review-12945532)"** **Rating:** 5.0/5.0 stars *— Verified User in Investment Management* [Read full review](https://www.g2.com/survey_responses/softledger-review-12945532) --- **"[Smooth Interface and Powerful Crypto Module Enhance Efficiency](https://www.g2.com/survey_responses/softledger-review-12001256)"** **Rating:** 4.0/5.0 stars *— Matt H.* [Read full review](https://www.g2.com/survey_responses/softledger-review-12001256) --- #### What Are G2 Users Discussing About SoftLedger? - [What is SoftLedger used for?](https://www.g2.com/discussions/what-is-softledger-used-for) ### 7. [CashFlowTool](https://www.g2.com/products/cashflowtool/reviews) CashFlowTool is a simple yet powerful software that helps eliminate cash flow as a reason small businesses fail. **Average Rating:** 4.5/5.0 **Total Reviews:** 5 **How Do G2 Users Rate CashFlowTool?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.6/10) - **Forward Looking:** 8.9/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) **Who Is the Company Behind CashFlowTool?** - **Seller:** [CashFlowTool](https://www.g2.com/sellers/cashflowtool) - **HQ Location:** N/A - **Twitter:** @CashFlowToolcom (136 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/collect (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are Recent G2 Reviews of CashFlowTool? **"[Best Forecasting Tool for Business use to keep a track of KPIs](https://www.g2.com/survey_responses/cashflowtool-review-7548464)"** **Rating:** 5.0/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/cashflowtool-review-7548464) --- **"[Economical and effective way to forecast cash balances.](https://www.g2.com/survey_responses/cashflowtool-review-8151477)"** **Rating:** 4.5/5.0 stars *— Verified User in Food & Beverages* [Read full review](https://www.g2.com/survey_responses/cashflowtool-review-8151477) --- #### What Are G2 Users Discussing About CashFlowTool? - [What is Finagraph connect?](https://www.g2.com/discussions/what-is-finagraph-connect) - [What should be included in a cash flow forecast?](https://www.g2.com/discussions/what-should-be-included-in-a-cash-flow-forecast) - [What is the cash flow app?](https://www.g2.com/discussions/what-is-the-cash-flow-app) ### 8. [Crescent](https://www.g2.com/products/crescent/reviews) Crescent is a modern business banking platform that helps companies make the most of their money. With industry-leading FDIC protection\*, high-yield checking on all balances\*, and intuitive tools for payments, cards, and cash management, Crescent combines the security of a bank with the flexibility of financial software—so businesses can simplify operations, safeguard funds, and earn more on every dollar. ---- \*See full disclosures at https://www.getcrescent.com/ Crescent Financial Inc. is a financial technology company, not an FDIC-insured depository institution. Banking services are provided Grasshopper Bank, N.A., Members FDIC. **Average Rating:** 4.8/5.0 **Total Reviews:** 7 **How Do G2 Users Rate Crescent?** - **Forecast Comparison:** 9.4/10 (Category avg: 8.6/10) - **Forward Looking:** 7.8/10 (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?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Crescent?** - **Seller:** [Crescent](https://www.g2.com/sellers/crescent) - **Year Founded:** 2017 - **HQ Location:** San Francisco, CA, US - **Twitter:** @crescent_app (340 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joincrescent (40 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 43% Small-Business, 29% Mid-Market #### What Are Crescent's Pros and Cons? **Pros:** - Cash Management (1 reviews) - Easy Integrations (1 reviews) - Financial Management (1 reviews) - Integrations (1 reviews) **Cons:** - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About Crescent? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **transparency in operations** with Crescent, effectively enhancing cash flow management and investment clarity. - Users appreciate the **easy integrations** of Crescent, enjoying seamless operation with their existing banking systems. - Users appreciate the **transparency in financial management** of Crescent, facilitating easy cash flow management and investment understanding. - Users appreciate the **seamless integration** of Crescent with business banking, enhancing cash flow management and investment transparency. **Cons:** - Users express dissatisfaction with **poor customer support** , citing a lack of responsiveness and helpfulness when addressing issues. #### What Are Recent G2 Reviews of Crescent? **"[Ease of Integration](https://www.g2.com/survey_responses/crescent-review-10363068)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/crescent-review-10363068) --- **"[Patiently Solved all my Queries](https://www.g2.com/survey_responses/crescent-review-8676559)"** **Rating:** 4.5/5.0 stars *— Rachit J.* [Read full review](https://www.g2.com/survey_responses/crescent-review-8676559) --- ### 9. [Finoya](https://www.g2.com/products/finoya/reviews) Finoya is an AI CFO built for small and medium businesses that want clarity, foresight and control over their money. It connects to your accounting platform and turns financial data into insights, forecasts and actions that help you make smarter decisions every week. Most accounting software reports the past. Finoya focuses on what happens next. It analyses live data from platforms like QuickBooks, Xero, Zoho and Tally to help business owners see trends early, predict cash flow gaps and act with confidence. At the centre of Finoya is Noya, your AI CFO that never sleeps. Noya reviews your books each week, spots what changed and explains why. Under “Noya Says,” you see clear one line insights that make sense instantly. Each insight is paired with “Quick Actions” that tell you exactly what to do next to protect or improve cash flow. Finoya also includes forecasting and scenario planning tools that help you plan the next 30, 60 or 90 days. You can test what happens if you increase expenses, hire someone or delay a project and see the impact immediately. There are no spreadsheets, no complex reports and no waiting for updates. For accountants and advisors, Finoya makes it easy to manage many clients from one dashboard. They can see performance across businesses, identify risks early and offer proactive advice powered by Noya. Finoya is simple to set up and designed for action. Once connected, the system analyses your data automatically and updates dashboards every week. Every number, trend and recommendation is clear so you can act fast and stay in control. Your data stays private and secure. Finoya only uses information from your accounting platform and never pulls data from anywhere else. Finoya gives every small business access to the kind of insight and guidance only a CFO can offer. It saves time, prevents surprises and helps you move from reacting to leading. Keywords: AI CFO, cash flow management, cash flow forecasting, financial planning, scenario planning, accounting automation, small business finance, AI for accountants, QuickBooks integration, Xero integration, AI financial analysis, business insights **Average Rating:** 4.5/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Finoya?** - **Forecast Comparison:** 7.2/10 (Category avg: 8.6/10) - **Forward Looking:** 7.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 6.7/10 (Category avg: 8.5/10) **Who Is the Company Behind Finoya?** - **Seller:** [Finoya](https://www.g2.com/sellers/finoya) - **Year Founded:** 2024 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** https://www.linkedin.com/company/finoyaconsultant (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Finoya's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Dashboards (1 reviews) - Easy Integrations (1 reviews) - Features (1 reviews) - Financial Management (1 reviews) ### What Do G2 Reviewers Say About Finoya? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** with Finoya's quick setup and simple English interface for financial data. - Users appreciate the **convenient dashboards** of Finoya, providing quick access to key cashflow metrics. - Users appreciate the **easy integration** with Xero, providing effortless access to important financial insights. - Users value the **convenient summary screen** for cashflow metrics, making access to details quick and easy. - Users value the **ease of financial data integration** with Finoya, enhancing insights for effective e-commerce management. #### What Are Recent G2 Reviews of Finoya? **"[Empowers Cash Flow Management with Accuracy and Ease](https://www.g2.com/survey_responses/finoya-review-12675412)"** **Rating:** 5.0/5.0 stars *— Devdutt D.* [Read full review](https://www.g2.com/survey_responses/finoya-review-12675412) --- **"[Love that I can talk to my xero data anytime](https://www.g2.com/survey_responses/finoya-review-12161282)"** **Rating:** 4.5/5.0 stars *— Ryan L.* [Read full review](https://www.g2.com/survey_responses/finoya-review-12161282) --- ### 10. [FlexPoint](https://www.g2.com/products/flexpoint-flexpoint/reviews) FlexPoint is an accounts receivable and payment automation platform purpose-built for managed service providers (MSPs). Designed to streamline billing operations, FlexPoint helps MSPs accelerate cash flow, reduce manual work, and create a modern billing experience for their clients. With features like custom AutoPay rules, flexible payment schedules, secure client checkout, and integrated working capital tools, FlexPoint enables teams to spend less time chasing payments and more time delivering service. The platform also includes a branded client portal with multiple payment methods—credit card, Same-Day ACH, financing, and more—empowering MSPs to offer a seamless, self-service billing experience that drives faster payments and higher client satisfaction. **Average Rating:** 4.9/5.0 **Total Reviews:** 5 **How Do G2 Users Rate FlexPoint?** - **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?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind FlexPoint?** - **Seller:** [FlexPoint](https://www.g2.com/sellers/flexpoint-1ca74efc-86c3-44c9-8e2c-8c3021a92778) - **Year Founded:** 2021 - **LinkedIn® Page:** https://www.linkedin.com/company/getflexpoint **Who Uses This Product?** - **Company Size:** 80% Small-Business #### What Are FlexPoint's Pros and Cons? **Pros:** - Convenience (2 reviews) - Ease of Use (2 reviews) - Easy Integrations (2 reviews) - Easy Payments (2 reviews) - Invoicing Management (2 reviews) **Cons:** - Complex Setup (1 reviews) - Difficult Setup (1 reviews) - Implementation Challenges (1 reviews) - Poor Customer Support (1 reviews) - Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About FlexPoint? *AI-generated summary from verified user reviews* **Pros:** - Users value the **convenience** of FlexPoint, enjoying automated billing, seamless integration, and easy customer login. - Users highlight the **ease of use** of FlexPoint, making payment processing and onboarding seamless and efficient. - Users value the **easy integrations** of FlexPoint, significantly streamlining billing and improving cash flow management. - Users love the **easy payment options** with FlexPoint, streamlining accounts receivable and improving cash flow visibility. - Users love the **automation in invoicing management** that streamlines billing and enhances cash flow visibility effortlessly. **Cons:** - Users find the **complex setup** requires extra tweaking, though support is helpful in the process. - Users find the **difficult setup** process requires extra tweaking to optimize FlexPoint for their specific workflows. - Users face **implementation challenges** , requiring extra tweaks during setup to align the product with specific workflows. - Users report experiencing **poor customer support** , which can hinder effective setup and troubleshooting of FlexPoint. - Users found the **setup difficulty** requires extra tweaking, but support can help optimize for specific workflows. #### What Are Recent G2 Reviews of FlexPoint? **"[FlexPoint: Seamless, Professional Payments with Fantastic Onboarding Support](https://www.g2.com/survey_responses/flexpoint-review-12697644)"** **Rating:** 5.0/5.0 stars *— Mike T.* [Read full review](https://www.g2.com/survey_responses/flexpoint-review-12697644) --- **"[Support turns a good tool into a great one!](https://www.g2.com/survey_responses/flexpoint-review-12250988)"** **Rating:** 4.5/5.0 stars *— Nigel .* [Read full review](https://www.g2.com/survey_responses/flexpoint-review-12250988) --- ### 11. [Caflou](https://www.g2.com/products/caflou/reviews) Caflou lets you take control of business, your projects and team and increase your company’s profit. Caflou is all-in-one yet easy-to-use online business management system ideal for marketing agencies or IT teams. With Caflou you can manage your customer relations, projects with their budgets, finances and profitability, track time, manage your team and workload or even automate trivial activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free! **Average Rating:** 4.8/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Caflou?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.6/10) - **Forward Looking:** 9.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Caflou?** - **Seller:** [Caflou](https://www.g2.com/sellers/caflou) - **Year Founded:** 2015 - **HQ Location:** Czech Republic - **Twitter:** @Cafloucom (69 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/caflou/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Caflou? **"[Awesome management business Projects](https://www.g2.com/survey_responses/caflou-review-5373893)"** **Rating:** 5.0/5.0 stars *— Verified User in Alternative Medicine* [Read full review](https://www.g2.com/survey_responses/caflou-review-5373893) --- **"[Game-changer for our agency!](https://www.g2.com/survey_responses/caflou-review-7855108)"** **Rating:** 5.0/5.0 stars *— Tamara B.* [Read full review](https://www.g2.com/survey_responses/caflou-review-7855108) --- #### What Are G2 Users Discussing About Caflou? - [What is Caflou used for?](https://www.g2.com/discussions/what-is-caflou-used-for) ### 12. [CashFlows](https://www.g2.com/products/cashflows/reviews) CashFlows'​ payment solutions enable businesses to accept multi-channel payments from all major card schemes and issue our innovative prepaid products to their customer base. **Average Rating:** 4.6/5.0 **Total Reviews:** 4 **How Do G2 Users Rate CashFlows?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.6/10) - **Forward Looking:** 7.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.8/10 (Category avg: 8.5/10) **Who Is the Company Behind CashFlows?** - **Seller:** [CashFlows](https://www.g2.com/sellers/cashflows) - **HQ Location:** London, GB - **Twitter:** @cashflows_news (566 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cashflows/ (179 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of CashFlows? **"[Easy to use payment solution](https://www.g2.com/survey_responses/cashflows-review-6902405)"** **Rating:** 5.0/5.0 stars *— Sahil B.* [Read full review](https://www.g2.com/survey_responses/cashflows-review-6902405) --- **"[Cash Flow for Rental Business](https://www.g2.com/survey_responses/cashflows-review-5251871)"** **Rating:** 4.5/5.0 stars *— Preet S.* [Read full review](https://www.g2.com/survey_responses/cashflows-review-5251871) --- #### What Are G2 Users Discussing About CashFlows? - [What is CashFlows used for?](https://www.g2.com/discussions/what-is-cashflows-used-for) ### 13. [Coefficient](https://www.g2.com/products/coefficient/reviews) Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 194 **How Do G2 Users Rate Coefficient?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Coefficient?** - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Automation (61 reviews) - Integrations (47 reviews) - Easy Integrations (42 reviews) - Time-saving (42 reviews) **Cons:** - Feature Limitations (33 reviews) - Limited Features (21 reviews) - Missing Features (15 reviews) - Limitations (14 reviews) - Integration Issues (13 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity. - Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time. - Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing. - Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management. **Cons:** - Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues. - Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets. - Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration. - Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports. - Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats. #### What Are Recent G2 Reviews of Coefficient? **"[Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- **"[Seamless Database Queries in Google Sheets with Responsive Support](https://www.g2.com/survey_responses/coefficient-review-13098229)"** **Rating:** 4.5/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229) --- ### 14. [DualEntry](https://www.g2.com/products/dualentry/reviews) DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now. **Average Rating:** 4.9/5.0 **Total Reviews:** 122 **How Do G2 Users Rate DualEntry?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind DualEntry?** - **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry) - **Company Website:** https://www.dualentry.com - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry (765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Manufacturing - **Company Size:** 48% Mid-Market, 34% Small-Business #### What Are DualEntry's Pros and Cons? **Pros:** - Ease of Use (318 reviews) - Features (272 reviews) - Efficiency (256 reviews) - Integrations (235 reviews) - Time-saving (231 reviews) **Cons:** - Improvement Needed (116 reviews) - Missing Features (92 reviews) - Limited Customization (91 reviews) - Not User-Friendly (84 reviews) - Learning Difficulty (83 reviews) ### What Do G2 Reviewers Say About DualEntry? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking. - Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing. - Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably. - Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking. - Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making. **Cons:** - Users find that **improvement is needed** in onboarding guidance and customization options for a better experience. - Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging. - Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience. - Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers. - Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users. #### What Are Recent G2 Reviews of DualEntry? **"[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)"** **Rating:** 5.0/5.0 stars *— John Rey C.* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056) --- **"[DualEntry Makes Data Entry Smoother and More Efficient](https://www.g2.com/survey_responses/dualentry-review-11897989)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989) --- ### 15. [LivePlan](https://www.g2.com/products/liveplan/reviews) LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence. **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LivePlan?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) **Who Is the Company Behind LivePlan?** - **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software) - **Year Founded:** 1988 - **HQ Location:** Eugene, OR - **Twitter:** @paloaltosoft (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 82% Small-Business, 8% Enterprise #### What Are Recent G2 Reviews of LivePlan? **"[Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan](https://www.g2.com/survey_responses/liveplan-review-13068542)"** **Rating:** 4.5/5.0 stars *— Travis P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13068542) --- **"[Streamlined Our Business Planning Collaboratively](https://www.g2.com/survey_responses/liveplan-review-13053090)"** **Rating:** 5.0/5.0 stars *— John P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13053090) --- #### What Are G2 Users Discussing About LivePlan? - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for) ### 16. [Martus](https://www.g2.com/products/martus/reviews) Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. **Average Rating:** 4.7/5.0 **Total Reviews:** 81 **How Do G2 Users Rate Martus?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Martus?** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2008 - **HQ Location:** Greenville, US - **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 46% Mid-Market, 29% Small-Business #### What Are Martus's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Customer Support (19 reviews) - Integrations (19 reviews) - Budgeting Management (18 reviews) - Budgeting Efficiency (16 reviews) **Cons:** - Learning Curve (9 reviews) - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Confusion (5 reviews) - Learning Difficulty (5 reviews) ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems. - Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency. - Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency. - Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers. - Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system. - Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools. - Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive. - Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features. #### What Are Recent G2 Reviews of Martus? **"[Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access](https://www.g2.com/survey_responses/martus-review-13051917)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) --- **"[Best Sage Intacct Integrated Budget Planning Application](https://www.g2.com/survey_responses/martus-review-12319545)"** **Rating:** 5.0/5.0 stars *— jerry T.* [Read full review](https://www.g2.com/survey_responses/martus-review-12319545) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 17. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Forecast Comparison:** 6.7/10 (Category avg: 8.6/10) - **Forward Looking:** 6.7/10 (Category avg: 8.7/10) - **Variance Analysis:** 6.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (572 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Reporting (16 reviews) - Financial Management (14 reviews) - Reporting Efficiency (12 reviews) - Time-saving (12 reviews) **Cons:** - Slow Performance (7 reviews) - Steep Learning Curve (7 reviews) - Learning Curve (6 reviews) - Learning Difficulty (6 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. **Cons:** - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- **"[Robust Financial Tool with Excellent Support](https://www.g2.com/survey_responses/prophix-software-review-10733312)"** **Rating:** 4.5/5.0 stars *— Corey H.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 18. [Abakus](https://www.g2.com/products/abakus/reviews) A bookkeeping and financial management software that small and medium business owners use to manage their cash flow and keep their businesses accounts in order, clear, and up to date. Manage invoicing, accounts receivable and payable, cash and banks, inventory, and cash flow. Easily export income and expenses reports for your accountant. **Average Rating:** 4.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Abakus?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Abakus?** - **Seller:** [Myabakus](https://www.g2.com/sellers/myabakus) - **HQ Location:** N/A - **Twitter:** @myabakus (13 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Abakus? **"[Best accounting software for freelancer](https://www.g2.com/survey_responses/abakus-review-6995531)"** **Rating:** 4.5/5.0 stars *— Furkan G.* [Read full review](https://www.g2.com/survey_responses/abakus-review-6995531) --- **"[I am not accounting guy and Myabakus fix this](https://www.g2.com/survey_responses/abakus-review-6834765)"** **Rating:** 4.0/5.0 stars *— Mutlu I.* [Read full review](https://www.g2.com/survey_responses/abakus-review-6834765) --- ### 19. [CashController](https://www.g2.com/products/cashcontroller/reviews) Do you have no control over your cashflow? Does this sound like you: - Do you have no insight into how much money goes in and out? - Not sure how much money you need to grow your business? - Is it uncertain whether you can financially handle a large project? - Does it take too much time to maintain of your spreadsheet? - Is too much consultation with the bank necessary? - Does it take too much time to create your own spreadsheet? Then you need CashController. CashController is financial software to control your cashflow. What CashController provides: - Clear dashboards so you can see your cashflow (now and in the future), with a blink of an eye - Readable reports that can drill down to invoice level - Extensive simulations **Average Rating:** 4.3/5.0 **Total Reviews:** 3 **How Do G2 Users Rate CashController?** - **Forecast Comparison:** 8.3/10 (Category avg: 8.6/10) - **Forward Looking:** 8.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 6.7/10 (Category avg: 8.5/10) **Who Is the Company Behind CashController?** - **Seller:** [CashController](https://www.g2.com/sellers/cashcontroller) - **Year Founded:** 2014 - **HQ Location:** Sint- Michielsgestel, NL - **LinkedIn® Page:** https://www.linkedin.com/company/cashcontroller (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Mid-Market, 33% Small-Business #### What Are Recent G2 Reviews of CashController? **"[Confident, Reliable, and Acceptable Cash Managing Software for Investors and Companies.](https://www.g2.com/survey_responses/cashcontroller-review-4974439)"** **Rating:** 5.0/5.0 stars *— John W.* [Read full review](https://www.g2.com/survey_responses/cashcontroller-review-4974439) --- **"[Best financial tool yet!](https://www.g2.com/survey_responses/cashcontroller-review-5202832)"** **Rating:** 5.0/5.0 stars *— Julie M.* [Read full review](https://www.g2.com/survey_responses/cashcontroller-review-5202832) --- #### What Are G2 Users Discussing About CashController? - [What is CashController used for?](https://www.g2.com/discussions/what-is-cashcontroller-used-for) ### 20. [Cash Flow Mojo Software](https://www.g2.com/products/cash-flow-mojo-software/reviews) This cash flow software for business owners known as Cash Flow Mojo is a combination of tools to assist any small to medium sized business to get their finances in order and become more profitable. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **Who Is the Company Behind Cash Flow Mojo Software?** - **Seller:** [Cash Flow Mojo](https://www.g2.com/sellers/cash-flow-mojo) - **HQ Location:** Naples, us - **Twitter:** @CashFlowMojo1 (92 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/sandra-simmons---cash-flow-mojo-software (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Cash Flow Mojo Software? **"[Best software to manage your cashflow](https://www.g2.com/survey_responses/cash-flow-mojo-software-review-5415381)"** **Rating:** 4.5/5.0 stars *— Aman B.* [Read full review](https://www.g2.com/survey_responses/cash-flow-mojo-software-review-5415381) --- **"[TOO GOOD FOR SMALL BUSINESS TO MANAGE CASH FLOWS](https://www.g2.com/survey_responses/cash-flow-mojo-software-review-5068564)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/cash-flow-mojo-software-review-5068564) --- #### What Are G2 Users Discussing About Cash Flow Mojo Software? - [What is Cash Flow Mojo Software used for?](https://www.g2.com/discussions/what-is-cash-flow-mojo-software-used-for) ### 21. [Cashflowy](https://www.g2.com/products/cashflowy/reviews) Cashflowy is a financial management platform tailored specifically for U.S.-based solopreneurs, freelancers, coaches, and consultants. It combines AI-driven automation with human expertise to simplify bookkeeping, cash flow tracking, and financial decision-making, all at a cost-effective price point. One of Cashflowy's standout features is its real-time financial dashboard, which provides users with an up-to-date overview of their income, expenses, and cash flow. This live view eliminates the need for manual data entry and offers immediate insights into the financial health of a business. The platform achieves this by securely connecting to over 12,000 banks and financial institutions, ensuring seamless transaction syncing and categorization. A key component of Cashflowy is Clara AI, an integrated financial coach designed to assist users in understanding their financial data. Clara can answer questions such as "Where is most of my money going?" or "What can I safely pay myself this month?" by analyzing actual account data. This feature empowers users to make informed decisions without the complexity often associated with traditional accounting software. In addition to AI capabilities, Cashflowy includes access to a human bookkeeper at no extra charge. This professional support ensures that users have expert guidance when needed, with unlimited support calls and responses within 24 hours. This combination of AI and human expertise provides a comprehensive support system for managing business finances. Cashflowy also addresses the common challenge of determining appropriate owner compensation. The platform calculates a "safe-to-pay" amount by considering revenue, expenses, taxes owed, and upcoming bills. This calculation helps users confidently determine what they can pay themselves each month, reducing uncertainty and promoting financial stability. Tax preparation is another area where Cashflowy excels. The platform offers real-time tax estimate tracking, updating the estimated tax set-aside with every transaction. This proactive approach helps users avoid end-of-year surprises and ensures they are always prepared for tax obligations. For those who need to invoice clients, Cashflowy provides client invoicing and billing features. Users can send branded invoices and receive payments via credit card or ACH through Stripe Connect. This functionality streamlines the billing process and integrates seamlessly with the platform's other financial management tools. Security is a top priority for Cashflowy. The platform employs bank-level 256-bit AES encryption and connects to accounts through secure infrastructure used by major financial institutions. Importantly, Cashflowy operates on a read-only basis, meaning it can view transactions but cannot move money, ensuring users' financial data remains secure. In summary, Cashflowy offers a comprehensive, user-friendly solution for solopreneurs and small business owners seeking to simplify their financial management. By integrating AI-driven insights, human support, and essential financial tools, it empowers users to make informed decisions, maintain financial clarity, and focus on growing their businesses. **Average Rating:** 4.8/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Cashflowy?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.6/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Cashflowy?** - **Seller:** [Cashflowy](https://www.g2.com/sellers/cashflowy-2026-07-03) - **Year Founded:** 2024 - **HQ Location:** Lewes, US - **LinkedIn® Page:** https://www.linkedin.com/company/cashflowy-ai (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Cashflowy? **"[Simple, Affordable Automated Bookkeeping with Clear Insights and Human Support](https://www.g2.com/survey_responses/cashflowy-review-13062757)"** **Rating:** 5.0/5.0 stars *— Paula G.* [Read full review](https://www.g2.com/survey_responses/cashflowy-review-13062757) --- **"[Simple, Solo-Business Friendly, with Amazing Customer Support](https://www.g2.com/survey_responses/cashflowy-review-13116775)"** **Rating:** 4.5/5.0 stars *— Esteban S.* [Read full review](https://www.g2.com/survey_responses/cashflowy-review-13116775) --- ### 22. [Finmap](https://www.g2.com/products/finmap/reviews) Finmap is an online cash flow management tool designed for small and medium-sized businesses in developing countries. It helps business owners gain a clear picture of their company’s financial health without requiring financial expertise. What Finmap offers: - Integration with over 2,800 banks and financial services, supporting 114 fiat currencies and 138 cryptocurrencies - Automated financial reports: P&L, Cash Flow, Accounts Receivable and Payable - Multicurrency and cryptocurrency support - Profitability reports for projects and business lines - Financial dashboards with a complete business overview - Payment calendar for forecasting cash gaps - Role-based access for team members - Professional support team of financial experts Trusted worldwide: - 4,000+ companies across 54 countries and 100+ industries - Over 15 million transactions processed - 94% of clients recommend Finmap to colleagues and partners - 790+ businesses have implemented structured financial systems with the help of outsourced CFOs - 4,000+ entrepreneurs trained in financial management Recognized globally: - Backed by 500 Global, Google for Startups, and Wise Guys Startup - Funded by 7 US and European VC funds: Presto Ventures, Brise Capital, Sturgeon Capital, Sid Venture Partners, Wise Guys Startup, Google for Startups, and 1991 Fund - Named one of the TOP 30 startups at Web Summit 2021 by UK Investor Magazine - Awarded Best FinTech Startup 2021 by PaySpace - Included in the TOP 100 Ukrainian Rising Startups by uatechecosystem.com **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Finmap?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.6/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Finmap?** - **Seller:** [Finmap](https://www.g2.com/sellers/finmap) - **Year Founded:** 2019 - **HQ Location:** London, GB - **Twitter:** @finmap_online (53 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/finmap-online/mycompany/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Finmap? **"[User-friendly cash flow management tool](https://www.g2.com/survey_responses/finmap-review-8404428)"** **Rating:** 5.0/5.0 stars *— Oksana B.* [Read full review](https://www.g2.com/survey_responses/finmap-review-8404428) --- **"[A personal cash flow management tool that saves us money](https://www.g2.com/survey_responses/finmap-review-5313509)"** **Rating:** 5.0/5.0 stars *— Oleg B.* [Read full review](https://www.g2.com/survey_responses/finmap-review-5313509) --- #### What Are G2 Users Discussing About Finmap? - [What is Finmap used for?](https://www.g2.com/discussions/what-is-finmap-used-for) ### 23. [Confido](https://www.g2.com/products/confido/reviews) Confido is the AI infrastructure for CPG brands from deduction to production plan. We unify cash application, deductions, disputes, trade, forecasting, demand and supply planning, and S&OP in one integrated platform. The result: time savings, smarter decisions, and faster scaling. Confido is trusted by 250+ brands managing $40B+ in revenue. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Confido?** - **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?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Confido?** - **Seller:** [Confido](https://www.g2.com/sellers/confido) - **Company Website:** https://www.confidotech.com/ - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/confidotech (13 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Confido's Pros and Cons? **Pros:** - Continuous Improvement (3 reviews) - Features (3 reviews) - Product Capabilities (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Confido? *AI-generated summary from verified user reviews* **Pros:** - Users commend Confido for its **continuous improvement** , enhancing usability and adapting to feedback for better forecasting. - Users highly praise Confido for its **intuitive platform** and exceptional team support, enhancing their operational efficiency. - Users praise Confido for its **intuitive platform and excellent team support** , enhancing their operational efficiency and forecasting. - Users commend the **exceptional customer support** of Confido, highlighting responsiveness and genuine investment in partner success. - Users enjoy the **ease of use** of Confido, appreciating its intuitive interface and responsive support team. #### What Are Recent G2 Reviews of Confido? **"[Wonderful Software That Has Saved Our Company both Time & Money](https://www.g2.com/survey_responses/confido-review-11634480)"** **Rating:** 5.0/5.0 stars *— Andrew U.* [Read full review](https://www.g2.com/survey_responses/confido-review-11634480) --- **"[Great tool and even better team behind it!](https://www.g2.com/survey_responses/confido-review-11784390)"** **Rating:** 5.0/5.0 stars *— Troy P.* [Read full review](https://www.g2.com/survey_responses/confido-review-11784390) --- ### 24. [Forwardly](https://www.g2.com/products/forwardly/reviews) Forwardly helps US businesses and accounting firms move money smarter and faster. Our AI-native platform automates accounts payable and receivable, enabling you to send and receive payments instantly while syncing seamlessly with your accounting software or ERP solution. From AI-powered bill capture to automatic reconciliation with the unique Forwardly Business Network and seamless accounting and ERP sync, Forwardly handles your business's busywork so your team can focus on growth, strategy, and building your business into a success. Enjoy improved payment speed, accuracy, and security with no monthly subscription fees. Get your free Forwardly business account today at Forwardly.com. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Forwardly?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.6/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.5/10) **Who Is the Company Behind Forwardly?** - **Seller:** [Forwardly](https://www.g2.com/sellers/forwardly) - **Year Founded:** 2022 - **HQ Location:** Claymont, US - **Twitter:** @forwardlyapp (246 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/forwardai/ (39 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Forwardly's Pros and Cons? **Pros:** - Accounts Payable (1 reviews) - Ease of Use (1 reviews) - Easy Integrations (1 reviews) - Easy Payments (1 reviews) - Integrations (1 reviews) **Cons:** - Access Limitations (1 reviews) - Integration Issues (1 reviews) - Login Issues (1 reviews) ### What Do G2 Reviewers Say About Forwardly? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **instant payment capabilities** of Forwardly, making vendor payments seamless and efficient through QBO integration. - Users value the **ease of use** of Forwardly, appreciating its quick and integrated payment solutions. - Users love the **easy integrations** with QuickBooks Online that streamline payments and enhance workflow efficiency. - Users enjoy the **instant and free payment options** offered by Forwardly, enhancing their workflow and efficiency. - Users appreciate the **seamless QBO integration** of Forwardly, enabling instant payments and efficient vendor transactions. **Cons:** - Users dislike the **access limitations** imposed by logging into a separate third-party website for QBO. - Users dislike the **integration issues** with Forwardly, particularly needing to log into a separate 3rd party website. - Users find the **login issues** frustrating due to the necessity of accessing a separate third-party site. #### What Are Recent G2 Reviews of Forwardly? **"[Fast, Free Payments with Forwardly.com—Seamless QBO Integration, Minor Login Hassle](https://www.g2.com/survey_responses/forwardly-review-11904970)"** **Rating:** 5.0/5.0 stars *— Alicia P.* [Read full review](https://www.g2.com/survey_responses/forwardly-review-11904970) --- **"[Smooth Switch to Forwardly—Easy, Fee-Free ACH Payments and Great Support](https://www.g2.com/survey_responses/forwardly-review-12759667)"** **Rating:** 5.0/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/forwardly-review-12759667) --- ### 25. [Modern Treasury](https://www.g2.com/products/modern-treasury/reviews) Modern Treasury provides the most trusted infrastructure for global money movement. Trusted by leading enterprises and financial institutions, the platform helps businesses launch and scale payment experiences in days, not months, with best-in-class developer tools and a single API for both fiat and stablecoin transactions. With built-in compliance, ledgering, and reporting, Modern Treasury enables instant, reliable, and scalable money movement for companies of all sizes. Backed by leading investors including Benchmark, Altimeter, and Salesforce Ventures, Modern Treasury has powered over $600 billion in payments for hundreds of organizations. **Average Rating:** 4.7/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Modern Treasury?** - **Forecast Comparison:** 5.8/10 (Category avg: 8.6/10) - **Forward Looking:** 7.5/10 (Category avg: 8.7/10) - **Variance Analysis:** 6.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) **Who Is the Company Behind Modern Treasury?** - **Seller:** [Modern Treasury](https://www.g2.com/sellers/modern-treasury) - **Company Website:** https://moderntreasury.com - **Year Founded:** 2018 - **HQ Location:** San Francisco, CA - **Twitter:** @ModernTreasury - **LinkedIn® Page:** https://linkedin.com/company/Modern-Treasury (125 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 62% Mid-Market, 23% Small-Business #### What Are Recent G2 Reviews of Modern Treasury? **"[Strong product with a good feature set and at a fair price](https://www.g2.com/survey_responses/modern-treasury-review-13108701)"** **Rating:** 5.0/5.0 stars *— Jason U.* [Read full review](https://www.g2.com/survey_responses/modern-treasury-review-13108701) --- **"[Awesome to automate payment wokflows](https://www.g2.com/survey_responses/modern-treasury-review-9858211)"** **Rating:** 4.5/5.0 stars *— Cyprien D.* [Read full review](https://www.g2.com/survey_responses/modern-treasury-review-9858211) --- ## 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? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Treasury Management Systems](https://www.g2.com/categories/treasury-management-systems) - [Credit and Collections Software](https://www.g2.com/categories/credit-and-collections) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)