# Best Cash Flow Management Software - Page 5

## How Many Cash Flow Management Software Products Does G2 Track?

**Total Products under this Category:** 157

### Category Stats (Aug 2026)

- **Average Rating:** 4.55/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.91%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

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

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

- 30 Analysts and Data Experts
- 7,600+ 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.

## 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)

**Sponsored**

### 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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2029&secure%5Bchosen_at%5D=2026-08-03T01%3A56%3A30Z&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%3D5%26source%3Dsearch&secure%5Btoken%5D=3beeac884f5d9cb5a7e6472cfd0e4a55a143da902e9f55bb817575ad8eeaeb9e&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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=874e33a4a486ef9588a061e331a570d2ba5c3b8505f99dcf9f07f0d963f1e725&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetflexpoint&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Company Size:** 80% Small

#### 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?

**["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)

**["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)

### [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:** 39

#### How Do G2 Users Rate LivePlan?

- **Has the product been a good partner in doing business?:** 8.9/10 (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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0bb5db2fca5e731f51bc694e6c93254c284a0ede2d6b7f3fbf1fa96f0357e8e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F30087%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 83% Small, 7% Large

#### 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)

**["Easy Navigation, Great Templates, and Powerful Market Analysis"](https://www.g2.com/survey_responses/liveplan-review-13196385)**

**Rating:** 5.0/5.0 stars

_— Elisabeth R._

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13196385)

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

- [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=707f5f87e9c87c6269c262f53ed3f37eefe70c3b9fbdaabc602e9bfc2a87f373&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaflou%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f6de8379a11ce0a96c1768eab1313c4fe61c0df7c53c1be2ad279ecc3b069b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcashflows%2F&secure%5Burl_type%5D=linkedin_company_website)  
179 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["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)

**["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)

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

- [What is CashFlows used for?](https://www.g2.com/discussions/what-is-cashflows-used-for)

### [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:** 195

#### 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:** coefficient.io
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Small

#### 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)

### [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:** www.dualentry.com
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry  
765 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Manufacturing
- **Company Size:** 48% Medium, 34% Small

#### 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)

### [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:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
572 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Insurance, Construction
- **Company Size:** 56% Medium, 37% Large

#### 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?

**["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)

**["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)

#### 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

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=92b301fc224cc57f88713761395b81a47a3a06486f822d4554d6503c15bd31ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcashcontroller&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86032a27873208eb4f16dc7045f6d69e21e3322d95634f6ea068c1266dab345e&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsandra-simmons---cash-flow-mojo-software&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a9f772e09f0c5f1bb83b7c6eee10991cd2e22f97d6e85f211af2a3d999e24a1f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcashflowy-ai&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cea1b76f356c90bd3eb94c4ef3630d9649d2aa48c62f069abdee4509b0c6e3ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinmap-online%2Fmycompany%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** www.confidotech.com
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79d167603569a8483f9ac470f36d056a719284adb5f174f3c801af54c3d7f4e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconfidotech&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2ef87151d9391cc264ae7f0aab4a1357abef2748f3b6128d102aac97b26770e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fforwardai%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **Twitter:** @ModernTreasury
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a01f8ddf2be7897cc3742c20eea47312860e69996333441629e8d0aac34d2d6&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2FModern-Treasury&secure%5Burl_type%5D=linkedin_company_website)  
125 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 62% Medium, 23% Small

#### What Are Recent G2 Reviews of Modern Treasury?

**["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)

**["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)

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- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Credit and Collections](/categories/credit-and-collections)
- [Cross-border payments software](/categories/cross-border-payments-software)

- [Deduction Management](/categories/deduction-management)
- [Enterprise Payment](/categories/enterprise-payment)
- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)
- [Financial Audit](/categories/financial-audit)

[Browse Cash Flow Management Themes](/categories/cash-flow-management/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 3, 2025

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

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