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Best Financial Audit Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Audit category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Financial Audit to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Financial Audit category.

In addition to qualifying for inclusion in the Financial Audit Software category, to qualify for inclusion in the Medium-Sized Business Financial Audit Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Financial Audit Available
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    G2 Score
DataSnipper
(216)4.8 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Audit software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DataSnipper is an Intelligent Automation Platform that works inside Excel, designed to support audit and finance professionals in completing documentation, testing, and data analysis with greater spee

    Users
    • Auditor
    • Associate
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 43% Enterprise
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DataSnipper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    31
    Document Management
    15
    Efficiency
    15
    Audit Efficiency
    8
    Time Saving
    7
    Cons
    Slow Loading
    6
    Document Management
    4
    Excel Limitations
    4
    Bugs
    3
    Formatting Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DataSnipper features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Optimization
    Average: 8.3
    9.1
    Automation
    Average: 8.8
    8.3
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DataSnipper
    Company Website
    Year Founded
    2017
    HQ Location
    Amsterdam, NL
    Twitter
    @DataSnipper
    149 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    244 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DataSnipper is an Intelligent Automation Platform that works inside Excel, designed to support audit and finance professionals in completing documentation, testing, and data analysis with greater spee

Users
  • Auditor
  • Associate
Industries
  • Accounting
  • Financial Services
Market Segment
  • 43% Enterprise
  • 36% Mid-Market
DataSnipper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
31
Document Management
15
Efficiency
15
Audit Efficiency
8
Time Saving
7
Cons
Slow Loading
6
Document Management
4
Excel Limitations
4
Bugs
3
Formatting Issues
3
View All Pros and Cons
DataSnipper features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.9
8.4
Optimization
Average: 8.3
9.1
Automation
Average: 8.8
8.3
Compliance
Average: 8.7
Seller Details
Seller
DataSnipper
Company Website
Year Founded
2017
HQ Location
Amsterdam, NL
Twitter
@DataSnipper
149 Twitter followers
LinkedIn® Page
www.linkedin.com
244 employees on LinkedIn®
MindBridge
(55)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Financial Audit software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MindBridge is the trusted leader in AI-powered financial decision intelligence for finance, audit, and accounting professionals who need more than just data—they need confidence. Founded in 2015, M

    Users
    No information available
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 53% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • MindBridge Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Reporting Efficiency
    14
    Insights
    9
    Time-saving
    7
    Intuitive
    5
    Cons
    Steep Learning Curve
    6
    Complexity
    5
    Data Management
    4
    Import Issues
    4
    Not Intuitive
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • MindBridge features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.9
    7.2
    Optimization
    Average: 8.3
    8.5
    Automation
    Average: 8.8
    7.7
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mindbridge
    Company Website
    Year Founded
    2015
    HQ Location
    Ottawa, Ontario
    Twitter
    @mindbridge_ai
    3,794 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    245 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MindBridge is the trusted leader in AI-powered financial decision intelligence for finance, audit, and accounting professionals who need more than just data—they need confidence. Founded in 2015, M

Users
No information available
Industries
  • Accounting
  • Financial Services
Market Segment
  • 53% Mid-Market
  • 33% Enterprise
MindBridge Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Reporting Efficiency
14
Insights
9
Time-saving
7
Intuitive
5
Cons
Steep Learning Curve
6
Complexity
5
Data Management
4
Import Issues
4
Not Intuitive
3
View All Pros and Cons
MindBridge features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.9
7.2
Optimization
Average: 8.3
8.5
Automation
Average: 8.8
7.7
Compliance
Average: 8.7
Seller Details
Seller
Mindbridge
Company Website
Year Founded
2015
HQ Location
Ottawa, Ontario
Twitter
@mindbridge_ai
3,794 Twitter followers
LinkedIn® Page
www.linkedin.com
245 employees on LinkedIn®

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Suralink
(142)4.5 out of 5
3rd Easiest To Use in Financial Audit software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Seller Details
    Expand/Collapse Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay

Users
  • Senior Manager
Industries
  • Accounting
  • Consulting
Market Segment
  • 44% Small-Business
  • 40% Mid-Market
Suralink Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
47
Secure Document Sharing
18
User Interface
16
Organization Features
10
Setup Ease
10
Cons
Poor Notifications
10
Missing Features
7
File Management
6
Access Issues
5
Difficult Learning
5
View All Pros and Cons
Suralink features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.9
8.9
Optimization
Average: 8.3
7.8
Automation
Average: 8.8
8.3
Compliance
Average: 8.7
Seller Details
Seller
Suralink
Company Website
Year Founded
2014
HQ Location
Salt Lake City,Utah
Twitter
@Suralink
729 Twitter followers
LinkedIn® Page
www.linkedin.com
101 employees on LinkedIn®
eftsure
(111)4.9 out of 5
Optimized for quick response
1st Easiest To Use in Financial Audit software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Eftsure is a market-leading payment fraud prevention solution. Specifically designed for businesses, our end-to-end solution safeguards more than $120b in B2B payments per year. Our mission is to buil

    Users
    • Finance Manager
    • Financial Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 57% Mid-Market
    • 24% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Eftsure is a platform that provides real-time vendor verification and payment security, reducing the risk of fraud.
    • Users frequently mention the ease of use, the peace of mind it provides by verifying supplier bank details, and the responsive customer support.
    • Reviewers noted that the verification process can be slow, the platform can sometimes be perceived as spammy by suppliers, and the price can be high for smaller companies.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • eftsure Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Fraud Prevention
    29
    Protection
    22
    Verification Efficiency
    22
    Efficiency
    19
    Cons
    Verification Issues
    21
    Expensive
    7
    Slow Performance
    6
    Slow Processes
    4
    Complex Usability
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • eftsure features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    9.9
    Optimization
    Average: 8.3
    10.0
    Automation
    Average: 8.8
    9.9
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    eftsure
    Company Website
    Year Founded
    2014
    HQ Location
    North Sydney, NSW
    Twitter
    @EFTsure
    19 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    265 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Eftsure is a market-leading payment fraud prevention solution. Specifically designed for businesses, our end-to-end solution safeguards more than $120b in B2B payments per year. Our mission is to buil

Users
  • Finance Manager
  • Financial Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 57% Mid-Market
  • 24% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Eftsure is a platform that provides real-time vendor verification and payment security, reducing the risk of fraud.
  • Users frequently mention the ease of use, the peace of mind it provides by verifying supplier bank details, and the responsive customer support.
  • Reviewers noted that the verification process can be slow, the platform can sometimes be perceived as spammy by suppliers, and the price can be high for smaller companies.
eftsure Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Fraud Prevention
29
Protection
22
Verification Efficiency
22
Efficiency
19
Cons
Verification Issues
21
Expensive
7
Slow Performance
6
Slow Processes
4
Complex Usability
3
View All Pros and Cons
eftsure features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
9.9
Optimization
Average: 8.3
10.0
Automation
Average: 8.8
9.9
Compliance
Average: 8.7
Seller Details
Seller
eftsure
Company Website
Year Founded
2014
HQ Location
North Sydney, NSW
Twitter
@EFTsure
19 Twitter followers
LinkedIn® Page
www.linkedin.com
265 employees on LinkedIn®
Caseware
(61)4.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk asses

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 38% Small-Business
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Caseware Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Efficiency
    3
    Automation
    2
    Comprehensive
    2
    Templates
    2
    Cons
    Learning Curve
    3
    Slow Performance
    2
    Time-Consumption
    2
    Bugs
    1
    Difficult Learning
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Caseware features and usability ratings that predict user satisfaction
    7.6
    Has the product been a good partner in doing business?
    Average: 8.9
    10.0
    Optimization
    Average: 8.3
    9.4
    Automation
    Average: 8.8
    9.4
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Caseware International
    Company Website
    Year Founded
    1988
    HQ Location
    Toronto, ON
    Twitter
    @CaseWare
    5,814 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    601 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk asses

Users
No information available
Industries
  • Accounting
Market Segment
  • 38% Small-Business
  • 31% Mid-Market
Caseware Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Efficiency
3
Automation
2
Comprehensive
2
Templates
2
Cons
Learning Curve
3
Slow Performance
2
Time-Consumption
2
Bugs
1
Difficult Learning
1
View All Pros and Cons
Caseware features and usability ratings that predict user satisfaction
7.6
Has the product been a good partner in doing business?
Average: 8.9
10.0
Optimization
Average: 8.3
9.4
Automation
Average: 8.8
9.4
Compliance
Average: 8.7
Seller Details
Seller
Caseware International
Company Website
Year Founded
1988
HQ Location
Toronto, ON
Twitter
@CaseWare
5,814 Twitter followers
LinkedIn® Page
www.linkedin.com
601 employees on LinkedIn®
Hubdoc
(83)4.3 out of 5
6th Easiest To Use in Financial Audit software
Save to My Lists
Entry Level Price:$20 per month per busi...
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly

    Users
    • Bookkeeper
    Industries
    • Accounting
    Market Segment
    • 67% Small-Business
    • 28% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hubdoc features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.7
    Optimization
    Average: 8.3
    8.9
    Automation
    Average: 8.8
    8.7
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hubdoc
    Year Founded
    2011
    HQ Location
    Toronto, Ontario
    Twitter
    @Hubdoc
    10,077 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hubdoc is a cloud accounting application that automatically fetches financial documents from hundreds of banks, utilities, telecom providers, and online vendors; extracts the key data; and seamlessly

Users
  • Bookkeeper
Industries
  • Accounting
Market Segment
  • 67% Small-Business
  • 28% Mid-Market
Hubdoc features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.7
Optimization
Average: 8.3
8.9
Automation
Average: 8.8
8.7
Compliance
Average: 8.7
Seller Details
Seller
Hubdoc
Year Founded
2011
HQ Location
Toronto, Ontario
Twitter
@Hubdoc
10,077 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
AuditDashboard
(25)4.8 out of 5
4th Easiest To Use in Financial Audit software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AuditDashboard helps accounting professionals and their clients standardize the process for exchanging information during a complex tax, audit, review or consolidation engagement. AuditDashboard's dyn

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 52% Small-Business
    • 48% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AuditDashboard Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Customer Support
    5
    Team Collaboration
    4
    Efficiency
    3
    Functionality
    3
    Cons
    Poor Notifications
    3
    Inefficient Management
    1
    Limited Access
    1
    Poor Communication Features
    1
    Task Management
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AuditDashboard features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.9
    5.0
    Optimization
    Average: 8.3
    6.4
    Automation
    Average: 8.8
    6.3
    Compliance
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AuditDashboard
    Company Website
    Year Founded
    2013
    HQ Location
    Oakville, Ontario
    Twitter
    @AuditDashboard
    572 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AuditDashboard helps accounting professionals and their clients standardize the process for exchanging information during a complex tax, audit, review or consolidation engagement. AuditDashboard's dyn

Users
No information available
Industries
  • Accounting
Market Segment
  • 52% Small-Business
  • 48% Mid-Market
AuditDashboard Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Customer Support
5
Team Collaboration
4
Efficiency
3
Functionality
3
Cons
Poor Notifications
3
Inefficient Management
1
Limited Access
1
Poor Communication Features
1
Task Management
1
View All Pros and Cons
AuditDashboard features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.9
5.0
Optimization
Average: 8.3
6.4
Automation
Average: 8.8
6.3
Compliance
Average: 8.7
Seller Details
Seller
AuditDashboard
Company Website
Year Founded
2013
HQ Location
Oakville, Ontario
Twitter
@AuditDashboard
572 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
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Mid Market
Enterprise
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7 Listings in Financial Audit Available
  • Sort By:
    G2 Score