Best Cash Flow Management Software - Page 2

How Many Cash Flow Management Software Products Does G2 Track?

Total Products under this Category: 201

Category Stats (Nov 2026)

  • Average Rating: 4.55/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Embat (+0.42%) - Among all products in this category, Embat recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Cash Flow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,700+ Authentic Reviews
  • 201+ Products
  • Unbiased Rankings

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

G2 Grid® for Cash Flow Management Software

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

Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Kyriba, Billtrust, Datarails, and Quadient Accounts Receivable.

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=billtrust&focus%5B%5D=datarails&focus%5B%5D=quadient-accounts-receivable)

Serrala

Serrala is the global market leader and innovator in finance process automation. Our award-winning suite of applications is the world’s only fully integrated and fully customizable AI finance automation portfolio. Our solutions give finance leaders the power to evolve, optimize their working capital and streamline all workflows, planning, and compliance, by automating all operational processes across Order to Cash, Procure to Pay, Cash Flow Management, and Treasury. Our AI-powered finance automation suite is trusted by thousands of organizations worldwide to gain real-time insights and create operational excellence through high performance engineering and seamless integration. Our solutions deploy as SAP-embedded extensions of ECC and S/4 HANA, or as cloud-native SaaS for any ERP. We’ve been advancing the office of the CFO for over 40 years with solutions that accelerate growth, enhance decision-making, and achieve sustainable finance success by eliminating obstacles to change like outdated manual processes, fragmented tech ecosystems, and poor data visibility and quality. With our help, our customers can apply breakthrough principles like AI to flexibly create a path to a proactive, strategic, and growth-generating finance function. And see results like: - 50% reductions to cost per invoice and 50%+ straight-through processing rates – even with invoice volumes in the millions. - 99% automation of cash application processes and 30% reductions to DSO via automated credit management and collections. - Full liquidity control and visibility across all global accounts and transactions – no matter how complex their architecture or compliance needs.

Average Rating: 4.4/5.0

Total Reviews: 123

How Do G2 Users Rate Serrala?

  • Forecast Comparison: 8.1/10 (Category avg: 8.6/10)
  • Forward Looking: 9.4/10 (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?: 8.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Serrala?

  • Seller: Serrala
  • Company Website:
  • Year Founded: 1984
  • HQ Location: Norderstedt, DE
  • LinkedIn® Page: www.linkedin.com
    821 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 47% Large, 28% Medium

What Do G2 Reviewers Say About Serrala?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive ease of use of Serrala, making implementation and training quick and efficient.
  • Users highlight the high automation rate of Serrala, significantly reducing manual work and improving efficiency.
  • Users commend the excellent customer support of Serrala, receiving timely responses and assistance during integration.
  • Users value the easy integrations of Serrala, enhancing efficiency and streamlining financial processes seamlessly.
  • Users praise Serrala for its automation efficiency, achieving a 98.5% cash allocation rate and reducing manual labor.
Cons
  • Users find the difficult setup of Serrala challenging, especially without a technical background for rule creation.
  • Users find that expertise is required to effectively create and update rules in Serrala's autobank feature.
  • Users find the learning curve steep for creating and updating rules in Serrala's autobank, especially without technical expertise.
  • Users find learning difficulty in creating and updating rules in Serrala, especially with limited technical knowledge.
  • Users find the setup difficulty in Serrala challenging, especially without a technical background for creating rules.

What Are Recent G2 Reviews of Serrala?

What Are G2 Users Discussing About Serrala?

Trovata

Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visibility, treasury operations, and stablecoin within a single cloud-based system. Trovata connects to thousands of global banks through direct APIs, SWIFT, and secure file delivery, then normalizes balances and transactions into a real-time, AI-ready data foundation. This standardized dataset powers cash reporting, forecasting, payments, risk management, and accounting workflows across entities and geographies. In addition to traditional bank rails, Trovata supports programmable stablecoin liquidity, enabling faster, more flexible global money movement. Trovata AI is embedded directly into the treasury operating system. Operating within a controlled AWS environment, it acts on real treasury data and workflows to deliver conversational answers, proactive insights, and governed agentic automation, reducing manual work without compromising control or auditability. Trovata is delivered through three connected products. Trovata Cash provides centralized bank data, real-time liquidity dashboards, AI Chat, and automated insights to explain cash movements, surface anomalies, and accelerate forecasting. Trovata TMS extends into full treasury management, where AI Agents automate recurring workflows such as variance analysis, daily cash reporting, reconciliation summaries, and executive updates. Trovata Data offers managed bank connectivity and normalized financial data through APIs, enabling teams to embed liquidity intelligence into internal systems and digital finance applications. Core capabilities include: Direct multibank connectivity with normalized, AI-ready financial data, agentic AI for monitoring activity, explaining variances, and automating treasury workflows, machine learning–supported forecasting and anomaly detection, payment initiation and policy-controlled approvals across bank and stablecoin rails, enterprise-grade security with encrypted data, role-based access, and fully auditable AI Built on modern cloud infrastructure, Trovata supports high-volume global treasury operations for mid-market and enterprise organizations, as well as banks and fintechs embedding AI-driven liquidity capabilities into their products.

Average Rating: 4.5/5.0

Total Reviews: 34

How Do G2 Users Rate Trovata?

  • Forecast Comparison: 7.4/10 (Category avg: 8.6/10)
  • Forward Looking: 7.4/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.7/10 (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 Trovata?

  • Seller: Trovata
  • Company Website:
  • Year Founded: 2016
  • HQ Location: San Diego, CA
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Treasury Manager
  • Top Industries: Financial Services
  • Company Size: 41% Large, 32% Medium

What Do G2 Reviewers Say About Trovata?

AI-generated summary from verified user reviews

Pros
  • Users value the unprecedented visibility Trovata provides across accounts, enhancing treasury operations effortlessly and efficiently.
  • Users value the automation features of Trovata, which streamline cash management and enhance real-time reporting capabilities.
  • Users value Trovata for its exceptional efficiency in automating cash management and delivering real-time reporting capabilities.
  • Users highlight Trovata's efficiency improvements that streamline treasury operations and reduce manual workload significantly.
  • Users highlight Trovata's exceptional tagging and real-time reporting capabilities, significantly enhancing financial management and efficiency.
Cons
  • Users face a slight learning curve during setup, but support helps ease the process effectively.
  • Users note a steep learning curve for initial setup, but Trovata's support helps ease the process quickly.
  • Users find the complexity of managing bank connections in Trovata challenging, often leading to issues with missing data.
  • Users warn about the difficult setup of Trovata, requiring careful planning despite strong client success support.
  • Users face field limitations in Trovata, impacting forecasting accuracy, reporting customization, and causing latency issues.

What Are Recent G2 Reviews of Trovata?

What Are G2 Users Discussing About Trovata?

Embat

Embat: The Intelligent Treasury Platform for Real-Time Corporate Control. Embat is a treasury management platform that gives CFOs, treasurers, and finance teams real-time control over their cash. It unifies bank connectivity, cash positioning, forecasting, reconciliation, and payments in a single platform, replacing the spreadsheets and disconnected tools most finance teams still depend on. With Embat, you get a live view of every bank account across your organisation. Forecasting is continuous instead of a monthly scramble. Reconciliation is automated against your ERP. Payments are executed and tracked without leaving the platform. Native ERP integrations keep your accounting in sync and close the gap between treasury and the finance close. At the core of the platform is TellMe, Embat's family of AI agents for Treasury, Accounting, and Payments. AI does the work, and you call the shots. Each agent learns how your company works, executes the repetitive tasks your team should not do by hand, and checks with you when it matters. Nothing is a black box: every suggestion carries its reasoning, and every autonomous action is logged and reversible. Embat is built for finance teams operating across borders, with full support in Spain, the United Kingdom, and the DACH region (Germany, Austria, and Switzerland). That includes local banking connectivity and native multilingual support. Embat turns treasury from a reactive, manual function into a real-time, strategic advantage.

Average Rating: 4.3/5.0

Total Reviews: 43

How Do G2 Users Rate Embat?

  • Forecast Comparison: 7.6/10 (Category avg: 8.6/10)
  • Forward Looking: 7.8/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Embat?

  • Seller: Embat
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Madrid, ES
  • LinkedIn® Page: www.linkedin.com
    189 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 74% Medium, 12% Small

What Do G2 Reviewers Say About Embat?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent integrations of Embat, significantly enhancing efficiency and support in their daily operations.
  • Users value the automation features of Embat, significantly enhancing efficiency and control of financial processes.
  • Users appreciate the ease of use of Embat, benefiting from real-time cash management and automated processes.
  • Users value the easy integrations of Embat, noting quick and reliable implementation with excellent ERP compatibility.
  • Users value the flexibility of Embat, which adapts seamlessly to their financial management needs and optimizes efficiency.
Cons
  • Users often face integration issues with banks, leading to failed connections and a lack of API support in certain regions.
  • Users experience slow performance with Embat, particularly during synchronization with the ERP system, causing frustrating delays.
  • Users experience a slow ERP synchronization process, causing delays in reflecting bank movements and changes.
  • Users face implementation issues with Embat due to unexpected costs and reliance on support for daily operations.
  • Users find that Embat's reporting functionalities need improvement in flexibility, making it hard to generate desired reports.

What Are Recent G2 Reviews of Embat?

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Runway Financial

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

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate Runway Financial?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.2/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.4/10)

Who Is the Company Behind Runway Financial?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Runway Financial?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Runway Financial?

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

  • Forecast Comparison: 9.7/10 (Category avg: 8.6/10)
  • Forward Looking: 9.8/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.7/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.4/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users find Clockwork.ai to be incredibly easy to use, streamlining their financial processes with minimal effort.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users praise the implementation ease of Clockwork.ai, highlighting swift setup and responsive support from the team.
  • Users praise the automation capabilities of Clockwork.ai, appreciating its ease of implementation and flexibility for growth.
Cons
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Invoiced

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

Average Rating: 4.5/5.0

Total Reviews: 402

How Do G2 Users Rate Invoiced?

  • Forecast Comparison: 7.7/10 (Category avg: 8.6/10)
  • Forward Looking: 7.6/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)

Who Is the Company Behind Invoiced?

  • Seller: Flywire
  • Company Website:
  • HQ Location: Boston, MA
  • LinkedIn® Page: www.linkedin.com
    1,342 employees on LinkedIn®
  • Ownership: NASDAQ: FLYW

Who Uses This Product?

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

What Do G2 Reviewers Say About Invoiced?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Invoiced?

What Are G2 Users Discussing About Invoiced?

Nilus

Nilus aims to address the challenges businesses face in managing cash flow effectively. Many companies struggle with predicting and optimizing their cash flow, leading to financial instability. Nilus's AI-driven platform not only provides real-time insights and forecasts but also reduces manual inefficiencies and risks associated with cash flow management. By automating processes, Nilus enhances businesses' ability to seize financial opportunities, allowing them to make informed decisions and improve overall financial planning.

Average Rating: 4.7/5.0

Total Reviews: 12

How Do G2 Users Rate Nilus?

  • Forecast Comparison: 7.7/10 (Category avg: 8.6/10)
  • Forward Looking: 10.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 7.3/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Nilus?

  • Seller: Nilus
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 83% Medium, 8% Large

What Do G2 Reviewers Say About Nilus?

AI-generated summary from verified user reviews

Pros
  • Users find Nilus to be highly intuitive and user-friendly, greatly simplifying cash management processes for better efficiency.
  • Users praise the responsive customer support of Nilus, ensuring reliable assistance for seamless financial operations.
  • Users love how Nilus provides time-saving automation, streamlining cash management and enhancing overall efficiency.
  • Users value the time-saving automation of Nilus, enhancing financial management and simplifying cash flow processes significantly.
  • Users value the intuitive interface and efficient cash management features of Nilus, significantly improving their daily operations.
Cons
  • The difficult setup with various banks can be time-consuming, but Nilus support eases the process significantly.
  • Users face connectivity issues with Nilus, complicating transaction reviews, but appreciate the team's commitment to resolving them.
  • Users encounter unreliable service with connectivity issues, complicating the review of transactions and balances.

What Are Recent G2 Reviews of Nilus?

Joiin

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

Average Rating: 4.7/5.0

Total Reviews: 87

How Do G2 Users Rate Joiin?

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

Who Is the Company Behind Joiin?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Jirav

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

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Jirav?

  • Forecast Comparison: 9.3/10 (Category avg: 8.6/10)
  • Forward Looking: 9.1/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.1/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Jirav?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Jirav?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Jirav?

What Are G2 Users Discussing About Jirav?

G-Accon

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

Average Rating: 4.7/5.0

Total Reviews: 217

How Do G2 Users Rate G-Accon?

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

Who Is the Company Behind G-Accon?

  • Seller: G-Accon
  • Year Founded: 2017
  • HQ Location: Novi, MI
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 68% Small, 30% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Syft

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

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

Who Is the Company Behind Syft?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 70% Small, 28% Medium

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and versatile reporting of Syft, praising its effectiveness in decision-making and time-saving features.
  • Users value the easy integrations of Syft, which streamline processes, save time, and enhance productivity.
  • Users highlight the ease of integration with Quickbooks and comprehensive reporting options, enhancing financial management efficiency.
  • Users value the seamless integrations of Syft, enhancing efficiency and making financial management easier for all.
  • Users value Syft's reporting efficiency, which automates processes and saves time during month-end closings.
Cons
  • Users experience connectivity issues requiring reliance on Excel uploads and struggling to sync budget forecasting.
  • Users find customization difficult for reports in Syft, wishing for more options like those in Power BI or Tableau.
  • Users face Excel integration issues due to limited data connection options, affecting custom analytics capabilities.
  • Users find Syft to be expensive, as costs increase significantly for full access to its features.
  • Users face a learning curve with advanced analytics tools, despite helpful training resources being available.

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

Budgyt

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.

Average Rating: 4.8/5.0

Total Reviews: 108

How Do G2 Users Rate Budgyt?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 9.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Budgyt?

  • Seller: Budgyt
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 60% Medium, 36% Small

What Do G2 Reviewers Say About Budgyt?

AI-generated summary from verified user reviews

Pros
  • Users find Budgyt to be very user-friendly, simplifying the budgeting process and enhancing team collaboration effortlessly.
  • Users highlight the user-friendly and customizable budgeting features of Budgyt, making financial planning effortless.
  • Users find Budgyt to be a user-friendly budgeting management tool that significantly streamlines the budgeting process for teams.
  • Users find that Budgyt significantly enhances budgeting efficiency, saving time and streamlining the budget process globally.
  • Users highly value the excellent customer support from Budgyt, making budgeting and financial reporting a breeze.
Cons
  • Users face integration issues with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility.
  • Users face a steep learning curve with Budgyt, which can make initial adoption challenging for some teams.
  • Users find the steep learning curve of Budgyt challenging, especially for those unfamiliar with accounting practices.
  • Users find the difficult setup and significant learning curve challenging, though ultimately beneficial for using Budgyt.
  • Users face Excel integration issues, relying on external spreadsheets for calculations due to Budgyt's complex built-in equation builders.

What Are Recent G2 Reviews of Budgyt?

What Are G2 Users Discussing About Budgyt?

Panax

Automated treasury management that improves visibility, increases capital efficiency, and gives finance teams total control. Panax's mission is to simplify and automate cash flow management for finance teams, transforming this crucial aspect of business operations to be as easy and effortless as breathing, utilizing advanced technology and AI.

Average Rating: 5.0/5.0

Total Reviews: 11

How Do G2 Users Rate Panax?

  • Forecast Comparison: 7.9/10 (Category avg: 8.6/10)
  • Forward Looking: 9.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Panax?

Who Uses This Product?

  • Company Size: 55% Medium, 36% Small

What Do G2 Reviewers Say About Panax?

AI-generated summary from verified user reviews

Pros
  • Users value the real-time visibility of cash positions and strong support from knowledgeable account managers in Panax.
  • Users value the real-time visibility of cash positions and the intuitive dashboard of Panax for financial management.
  • Users value the automation capabilities of Panax, which streamline processes and enhance efficiency without needing IT support.
  • Users value the great visibility of cash positions that enhances efficiency and reduces manual work significantly.
  • Users find Panax's ease of use remarkable, allowing even non-technical staff to navigate it effortlessly.
Cons
  • Users note inadequate forecasting features, but improvements are anticipated in future updates.
  • Users find the customization options limited, which may not satisfy more advanced users' needs.
  • Users find that the customization options are a bit limited, which can be frustrating for advanced users.
  • Users note missing features early on, but appreciate the CX team's responsiveness to requests for improvements.

What Are Recent G2 Reviews of Panax?

Reach Reporting

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

Average Rating: 4.7/5.0

Total Reviews: 61

How Do G2 Users Rate Reach Reporting?

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

Who Is the Company Behind Reach Reporting?

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

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 77% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Reach Reporting?

Ripple Treasury, powered by GTreasury

Founded in 2012, Ripple is a leading provider of enterprise solutions across traditional and digital finance. Its solutions span global payments, custody, liquidity, financing, and treasury management solutions, serving as a one-stop shop for moving, storing, exchanging, and managing value. Ripple’s stablecoin, RLUSD, and the cryptocurrency XRP underpin these solutions enabling our customers to participate in the modern financial system.

Average Rating: 4.2/5.0

Total Reviews: 31

How Do G2 Users Rate Ripple Treasury, powered by GTreasury?

  • Forecast Comparison: 6.7/10 (Category avg: 8.6/10)
  • Forward Looking: 6.3/10 (Category avg: 8.7/10)
  • Variance Analysis: 5.9/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.4/10)

Who Is the Company Behind Ripple Treasury, powered by GTreasury?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 50% Large, 28% Small

What Do G2 Reviewers Say About Ripple Treasury, powered by GTreasury?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in GTreasury, benefiting from its streamlined navigation and efficient treasury operations.
  • Users value the seamless integrations of Ripple Treasury, enhancing efficiency across multiple treasury operations and platforms.
  • Users praise the quick and thorough customer support of Ripple Treasury, enhancing their overall experience with the product.
  • Users value the ability to connect and streamline complex treasury operations with GTreasury's powerful capabilities and ease of use.
  • Users appreciate the ease of navigation in Ripple Treasury, enhancing productivity and user experience across all functions.
Cons
  • Users find the limited flexibility in workflows and templates restricts efficiency and complicates user experience.
  • Users feel that Ripple Treasury's interface is not user-friendly, particularly in reporting and updating data templates.
  • Users find the difficult navigation in Ripple Treasury frustrating, particularly when updating mass data sets.
  • Users find difficulty with the reporting module and data-loading templates, affecting ease of use during implementation.
  • Users feel that improvement is needed in the UI and workflows for enhanced usability and automation in Ripple Treasury.

What Are Recent G2 Reviews of Ripple Treasury, powered by GTreasury?

What Are G2 Users Discussing About Ripple Treasury, powered by GTreasury?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 3, 2025