Best Cash Flow Management Software - Page 4

How Many Cash Flow Management Software Products Does G2 Track?

Total Products under this Category: 199

Category Stats (Sep 2026)

  • Average Rating: 4.55/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Esker (+4.9%) - Among all products in this category, Esker recorded the largest rating increase compared to last month

Last updated: September 30, 2026

How Does G2 Rank Cash Flow Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,500+ Authentic Reviews
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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)

Banktrack

Banktrack is a software solution designed to help businesses manage their treasury and monitor cashflow in real-time. Its primary goal is to optimize financial planning and support decision-making by centralizing financial data in one platform. Ideal for businesses, holdings and Private Equity companies, Banktrack offers advanced tools to track and forecast cashflow, automate bank reconciliation, and analyze transactions with precision. By eliminating manual processes and reducing errors, it streamlines operations and integrates seamlessly with ERP systems and banking platforms to meet the needs of modern financial teams. Key Features: - Real-time cashflow monitoring: Visualize the current state of cashflow to identify risks and opportunities. - Liquidity forecasting: Create projected financial scenarios for better planning. - Automated bank reconciliation: Align internal records with bank transactions effortlessly. - Customizable reports and analytics: Generate clear, detailed insights into financial performance. - ERP and banking system integration: Centralize financial management by connecting with existing systems. Banktrack provides a comprehensive view of an organization’s cashflow, enabling finance teams and CEO profiles to anticipate challenges and make informed decisions. It is a highly effective solution for maintaining treasury stability and supporting sustainable business growth.

Average Rating: 4.5/5.0

Total Reviews: 12

How Do G2 Users Rate Banktrack?

  • Forecast Comparison: 9.4/10 (Category avg: 8.6/10)
  • Forward Looking: 8.9/10 (Category avg: 8.7/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.5/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)

Who Is the Company Behind Banktrack?

  • Seller: Banktrack
  • Year Founded: 2022
  • HQ Location: Barcelona, Barcelona
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 58% Small, 50% Medium

What Do G2 Reviewers Say About Banktrack?

AI-generated summary from verified user reviews

Pros
  • Users value the easy management of financial accounts with Banktrack, enjoying real-time insights and convenience.
  • Users love the ease of use of Banktrack, enjoying its intuitive interface and convenient financial tracking features.
  • Users find Banktrack's easy transaction management invaluable for tracking and understanding their financial situation effectively.
  • Users appreciate the intuitive dashboards of BankTrack, making financial insights easy to understand and manage.
  • Users appreciate the management ease of Banktrack, finding it simple to use and manage finances effectively.
Cons
  • Users find that limited customization options hinder their ability to generate tailored reports and alerts on Banktrack.
  • Users find the pricing issues with Banktrack concerning, as it lacks discounts for annual subscriptions.
  • Users express concerns over affordability issues due to lack of discount for annual subscriptions, impacting their purchasing decision.
  • Users are disappointed by the lack of support for Indian banks, limiting their integration options with BankTrack.
  • Users are frustrated by the lack of a discount option for purchasing a yearly subscription in advance.

What Are Recent G2 Reviews of Banktrack?

CashControl

CashControl israel provides a cash flow management tool in a SaaS model and monetize it through the distribution of advanced services.

Average Rating: 4.3/5.0

Total Reviews: 8

How Do G2 Users Rate CashControl?

  • Forecast Comparison: 7.5/10 (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)

Who Is the Company Behind CashControl?

  • Seller: CashControl
  • Year Founded: 2014
  • HQ Location: Kibutz Gevaram, IL
  • Twitter: @caspitsoftware
    68 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 70% Medium, 30% Small

What Are Recent G2 Reviews of CashControl?

What Are G2 Users Discussing About CashControl?

Martus

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 leading ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, MIP, and more, plus legacy systems including Sage 100, 200, 300, Great Plains, and Aplos. 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: 102

How Do G2 Users Rate Martus?

  • Variance Analysis: 10.0/10 (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 Martus?

  • Seller: Martus Solutions
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Greenville, US
  • LinkedIn® Page: www.linkedin.com
    50 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Non-Profit Organization Management, Religious Institutions
  • Company Size: 50% Medium, 32% Small

What Do G2 Reviewers Say About Martus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Martus, enjoying clear presentations and seamless integration in their workflows.
  • Users highlight the excellent customer support of Martus, which enhances user experience and facilitates budgeting conversations.
  • Users value the seamless integrations of Martus with accounting software, enhancing transparency and efficiency across departments.
  • Users value the streamlined budgeting process of Martus, significantly reducing time and increasing accessibility for managers.
  • Users appreciate the budgeting efficiency of Martus, significantly reducing time spent on budget preparation and management.
Cons
  • Users find the learning curve steep, requiring time to adapt and understand data reporting effectively.
  • Users find the steep learning curve of Martus challenging, requiring time to effectively adapt to the system.
  • Users find Martus complex to use, with a confusing UI and intricate filters that can overwhelm newcomers.
  • Users express confusion with the interface, struggling with non-intuitive features and filter navigation in Martus.
  • Users find the learning difficulty of Martus challenging, needing time to understand and manipulate data effectively.

What Are Recent G2 Reviews of Martus?

What Are G2 Users Discussing About Martus?

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Peakflo

Peakflo AI-powered automation with SOC 2 Type II compliance allows businesses to streamline their finance operations processes. 100+ finance teams, use Peakflo each to: ✅ Save 2000 man-hours/month on finance ops ✅ Get paid faster on customer invoices by 15-25 days ✅ Cut vendor bill payment time by 50% ✅ Streamline travel and expense reimbursements

Average Rating: 4.5/5.0

Total Reviews: 69

How Do G2 Users Rate Peakflo?

  • Forecast Comparison: 9.0/10 (Category avg: 8.6/10)
  • Forward Looking: 9.0/10 (Category avg: 8.7/10)
  • Variance Analysis: 9.0/10 (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 Peakflo?

  • Seller: Peakflo
  • Year Founded: 2021
  • HQ Location: Singapore, SG
  • Twitter: @GetPeakflo
    181 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Logistics and Supply Chain, Accounting
  • Company Size: 51% Medium, 29% Small

What Do G2 Reviewers Say About Peakflo?

AI-generated summary from verified user reviews

Pros
  • Users find Peakflo to be user-friendly, enhancing efficiency in payment processes and simplifying workflow management.
  • Users value the automation capabilities of Peakflo, significantly enhancing efficiency in invoice processing and collections.
  • Users highlight the prompt and responsive customer support from Peakflo, enhancing their overall experience with the software.
  • Users value the customizable workflows of Peakflo, greatly simplifying their accounts receivables management and communication.
  • Users value the customizable workflows of Peakflo, enhancing efficiency and collaboration across departments.
Cons
  • Users experience missing features in Peakflo, particularly in consolidating views and bulk uploads for invoices.
  • Users experience slow performance with Peakflo, especially during transactions and when loading reports, affecting workflow efficiency.
  • Users face implementation issues with misclassifications and a lack of customization in required workflows and reporting.
  • Users face integration issues with Peakflo, particularly with invoicing and accounting system compatibility.
  • Users point out the slow loading times, particularly affecting those with many outstanding invoices and reports.

What Are Recent G2 Reviews of Peakflo?

Pulse | Cash Flow Management

Easily monitor the heartbeat of your small business—your cash. Pulse gives you the tools you need to manage your business’s cash flow. • Manage your cash flow. • Visualize your income and expenses. • Share your projections. See why Pulse is the best way to monitor your cash flow. Sign up for any plan and try Pulse absolutely free for 30 days.

Average Rating: 4.2/5.0

Total Reviews: 9

How Do G2 Users Rate Pulse | Cash Flow Management?

  • Forecast Comparison: 9.2/10 (Category avg: 8.6/10)
  • Forward Looking: 8.3/10 (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?: 8.8/10 (Category avg: 9.4/10)

Who Is the Company Behind Pulse | Cash Flow Management?

  • Seller: Pulse
  • Year Founded: 2017
  • HQ Location: New York, NY
  • Twitter: @pulseapp
    493 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 30% Medium

What Are Recent G2 Reviews of Pulse | Cash Flow Management?

What Are G2 Users Discussing About Pulse | Cash Flow Management?

Treasure

Treasure is a cash management platform to help businesses transform idle cash into revenue.

Average Rating: 4.8/5.0

Total Reviews: 13

How Do G2 Users Rate Treasure?

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

Who Is the Company Behind Treasure?

  • Seller: Treasure Financial
  • Year Founded: 2021
  • HQ Location: San Francisco, California
  • Twitter: @treasure_hq
    863 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 77% Small, 23% Medium

What Are Recent G2 Reviews of Treasure?

Dryrun

Cash flow forecasting and scenario modeling software that turns complex ERP data, AR/AP timing issues, and growth variables into a single, management-ready view. Product Overview For growing mid-market businesses, managing liquidity is a high-stakes balancing act. Built-in ERP reporting tools fail to deliver usable, forward-looking cash forecasts out of the box. Meanwhile, generic AI cloud tools operate as rigid "black boxes" that miss the day-to-day timing variables driving your actual business. This forces finance teams back into complex, error-prone spreadsheets that take hours to maintain and fail to deliver executive clarity. Dryrun bridges the gap between your financial data and total cash flow control. Purpose-built for the Office of the CFO, Dryrun replaces fragile multi-tab spreadsheets with an automated, flexible forecasting platform. It pulls live data from your ERP alongside external variables to create a single, clear cash flow visualization—combining the automated efficiency of cloud software with the absolute mathematical control finance leaders require. With Dryrun, you can instantly shift transaction dates, stress-test unlimited "what-if" scenarios, and walk into leadership meetings with complete confidence in your near- and mid-term cash position. Key Features & Capabilities Transaction-Level Cash Timing: Track AR and AP down to individual invoices. Instantly shift expected payment dates or adjust "Days Outstanding" assumptions to see the immediate cash impact on your liquidity before gaps occur. Unlimited "What-If" Scenario Modeling: Create and compare best-case, worst-case, and strategic growth models side-by-side on a single interactive timeline. Easily stress-test large equipment purchases, capital expenditures, or delayed project milestones. Single, Boardroom-Ready Visualization: Replace dense, spreadsheet-like views with clean, intuitive visual graphs designed explicitly to communicate complex financial trajectories to management and board members. Automated ERP Sync + Manual Overrides: Ingest live accounting data to establish an accurate baseline in seconds, while retaining complete freedom to add, edit, or layer in unmapped pipeline deals and ad-hoc team variables. Multi-Entity & Multi-Currency Rollups: Automatically consolidate complex corporate structures, multi-location operations, and global currencies with zero formula maintenance. Variable Zoom & Data Collapse: Reduce executive data overload by seamlessly collapsing dense financial records into high-level strategic summaries, or zoom down to granular transactional details in a single click.

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
  • Year Founded: 2016
  • HQ Location: Alberta, Canada
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Large

What Are Recent G2 Reviews of Dryrun?

What Are G2 Users Discussing About Dryrun?

HighRadius Treasury and Risk

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
  • Year Founded: 2006
  • HQ Location: Houston, TX
  • Twitter: @HighRadius
    1,494 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,619 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 43% Large, 43% Small

What Do G2 Reviewers Say About HighRadius Treasury and Risk?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of HighRadius Treasury and Risk, enhancing financial planning and data integration.
  • Users value the automation capabilities of HighRadius Treasury and Risk, significantly enhancing efficiency and decision-making.
  • Users value the centralized cash insights from HighRadius, enhancing financial planning and decision-making efficiency.
  • Users appreciate the responsive customer support of HighRadius Treasury and Risk, enhancing their experience and satisfaction.
  • Users praise the easy integrations of HighRadius Treasury and Risk, enhancing data flow and reducing manual errors.
Cons
  • Users find the complexity of setup and learning difficult, particularly for new team members requiring additional training.
  • Users find the difficult setup of HighRadius Treasury and Risk can be time-consuming, especially for those unfamiliar with similar tools.
  • Users find the difficulty of use initially frustrating due to the lengthy setup and complex features without prior experience.
  • Users find the product expensive, especially considering setup time and ongoing customer support delays during implementation.
  • Users struggle with the learning curve of HighRadius Treasury and Risk, noting the need for more training and time.

What Are Recent G2 Reviews of HighRadius Treasury and Risk?

TIS (Treasury Intelligence Solutions)

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: 4.5/5.0

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?: 8.1/10 (Category avg: 9.4/10)

Who Is the Company Behind TIS (Treasury Intelligence Solutions)?

Who Uses This Product?

  • Company Size: 43% Large, 36% Small

What Do G2 Reviewers Say About TIS (Treasury Intelligence Solutions)?

AI-generated summary from verified user reviews

Pros
  • Users commend TIS for its efficiency in optimizing processes, streamlining account management and payment execution seamlessly.
  • Users find TIS's platform to provide a simple and efficient user experience, streamlining their financial processes effectively.
  • Users appreciate the reliability of TIS, ensuring stable bank connections and simplifying financial management tasks.
  • Users appreciate the user-friendly software of TIS, enabling easy cashflow forecasting and centralized payment control.
  • Users appreciate the centralization of accounts in TIS, streamlining transactions and enhancing financial control.
Cons
  • Users face implementation challenges with TIS, encountering lengthy processes and compatibility issues that hinder overall functionality.
  • Users face technical issues with TIS, including implementation challenges and limited compatibility with global banking systems.
  • Users find TIS has limited and inflexible features, complicating processes with its banking compatibility and variance analysis.
  • Users find TIS to be time-consuming, especially during implementation and consolidation of bank accounts for larger organizations.
  • Users face complex banking integration issues with TIS, requiring extensive effort and potentially higher costs for implementation.

What Are Recent G2 Reviews of TIS (Treasury Intelligence Solutions)?

Commitly

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
  • Year Founded: 2017
  • HQ Location: Perchtoldsdorf, AT
  • Twitter: @commitly
    49 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Commitly?

What Are G2 Users Discussing About Commitly?

Finoya

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: 6

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
  • Year Founded: 2024
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Finoya?

AI-generated summary from verified user reviews

Pros
  • Users love Finoya for its ease of use, with quick setup and simple language for financial insights.
  • Users love the convenient dashboards in Finoya, providing key cashflow metrics at a glance.
  • Users love the easy integrations of Finoya, effortlessly connecting with Xero for seamless financial insights.
  • Users love the convenient cashflow metrics available on one screen, simplifying data access with just a few clicks!
  • Users find Finoya invaluable for financial management, offering simple insights and seamless integrations for e-commerce success.

What Are Recent G2 Reviews of Finoya?

SoftLedger

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: 52

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
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Pittsburgh, Pennsylvania
  • Twitter: @SoftLedger
    185 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 34% Medium

What Do G2 Reviewers Say About SoftLedger?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SoftLedger, benefiting from intuitive functionality and outstanding support.
  • Users commend the responsive customer support of SoftLedger, appreciating its helpfulness and efficiency during operations.
  • Users appreciate the intuitive and powerful features of SoftLedger that enhance efficiency and support multi-entity management.
  • Users praise the robust reporting functionality of SoftLedger, enhancing efficiency and accuracy in financial operations.
  • Users praise the exceptional customer service of SoftLedger, highlighting their responsiveness and helpfulness consistently.
Cons
  • Users note missing features in SoftLedger, such as limited customization and rigid modules for diverse business needs.
  • Users feel the limited customization in SoftLedger hinders tailored reporting and flexibility for diverse business needs.
  • Users express concerns about limited workflow flexibility, particularly with manual processes and batch posting restrictions.
  • Users face challenges with error handling, experiencing glitches and unlinked bank connections that complicate processes.
  • Users express concerns about workflow flexibility limitations, particularly in accounting periods and batch posting restrictions.

What Are Recent G2 Reviews of SoftLedger?

What Are G2 Users Discussing About SoftLedger?

CashFlowTool

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
  • HQ Location: N/A
  • Twitter: @CashFlowToolcom
    136 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Are Recent G2 Reviews of CashFlowTool?

What Are G2 Users Discussing About CashFlowTool?

Crescent

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
  • Year Founded: 2017
  • HQ Location: San Francisco, CA, US
  • Twitter: @crescent_app
    340 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 43% Small, 29% Medium

What Do G2 Reviewers Say About Crescent?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the transparency in operations of Crescent, enhancing their cash management and investment clarity.
  • Users appreciate the easy integrations of Crescent, facilitating smooth cash flow management with existing banking operations.
  • Users appreciate the transparency and seamless integration of Crescent, enhancing cash flow management and investment clarity.
  • Users appreciate the seamless integrations of Crescent, enhancing business banking and improving cash flow management.
Cons
  • Users often find customer support unresponsive, leading to frustration and unresolved issues with the Crescent product.

What Are Recent G2 Reviews of Crescent?

FlexPoint

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: 4.8/5.0

Total Reviews: 6

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
  • Year Founded: 2022
  • HQ Location: Distributed, US
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 17% Medium

What Do G2 Reviewers Say About FlexPoint?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless automation of FlexPoint, effortlessly streamlining billing and payment processes for improved efficiency.
  • Users praise the ease of use with FlexPoint, highlighting its smooth login and efficient payment processing features.
  • Users highlight the easy integrations of FlexPoint, enhancing their billing efficiency and overall accounts receivable process.
  • Users value the easy payments feature of FlexPoint, significantly enhancing cash flow management and client satisfaction.
  • Users value the effective invoicing management of FlexPoint, which streamlines billing and enhances cash flow visibility.
Cons
  • Users find the complex setup of FlexPoint requires additional tweaking for optimal functionality in specific workflows.
  • Users find the difficult setup requires extra tweaking to optimize FlexPoint for specific workflows, but support is helpful.
  • Users note that initial setup challenges require more tweaking than anticipated to optimize for specific workflows.
  • Users note poor customer support can hinder quick resolution of setup issues, affecting overall experience with FlexPoint.
  • Users find the initial setup challenging, requiring extra adjustments to tailor FlexPoint to specific workflows.

What Are Recent G2 Reviews of FlexPoint?

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