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Best Financial Close Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Close category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Close 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 Small Business Financial Close category.

In addition to qualifying for inclusion in the Financial Close Software category, to qualify for inclusion in the Small Business Financial Close Software category, a product must have at least 10 reviews left by a reviewer from a small 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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15 Listings in Small Business Financial Close Available

(1,852)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Financial Close software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% Mid-Market
    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.
    • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
    • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
    • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workiva 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
    439
    Collaboration
    238
    Team Collaboration
    215
    Features
    211
    Efficiency
    180
    Cons
    Missing Features
    148
    Limited Functionality
    102
    Learning Curve
    96
    Learning Difficulty
    94
    Limitations
    89
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workiva features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Accounting
    Average: 8.5
    8.5
    Management
    Average: 8.8
    8.4
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,307 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,267 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% Mid-Market
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.
  • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
  • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
  • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
Workiva 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
439
Collaboration
238
Team Collaboration
215
Features
211
Efficiency
180
Cons
Missing Features
148
Limited Functionality
102
Learning Curve
96
Learning Difficulty
94
Limitations
89
Workiva features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.5
Accounting
Average: 8.5
8.5
Management
Average: 8.8
8.4
Distribution
Average: 8.2
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,307 Twitter followers
LinkedIn® Page
www.linkedin.com
3,267 employees on LinkedIn®
(1,407)4.6 out of 5
Optimized for quick response
1st Easiest To Use in Financial Close software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accountin

    Users
    • Senior Accountant
    • Accounting Manager
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 22% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FloQast 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
    169
    Organization
    98
    Task Management
    98
    Reconciliation
    71
    Efficiency
    69
    Cons
    Missing Features
    48
    Limited Functionality
    35
    Limitations
    29
    Reconciliation Issues
    26
    Slow Loading
    25
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FloQast features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Accounting
    Average: 8.5
    8.8
    Management
    Average: 8.8
    7.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    FloQast
    Company Website
    Year Founded
    2013
    HQ Location
    Los Angeles, CA
    Twitter
    @FloQast
    1,579 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    828 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accountin

Users
  • Senior Accountant
  • Accounting Manager
Industries
  • Accounting
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 22% Enterprise
FloQast 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
169
Organization
98
Task Management
98
Reconciliation
71
Efficiency
69
Cons
Missing Features
48
Limited Functionality
35
Limitations
29
Reconciliation Issues
26
Slow Loading
25
FloQast features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.6
Accounting
Average: 8.5
8.8
Management
Average: 8.8
7.8
Distribution
Average: 8.2
Seller Details
Seller
FloQast
Company Website
Year Founded
2013
HQ Location
Los Angeles, CA
Twitter
@FloQast
1,579 Twitter followers
LinkedIn® Page
www.linkedin.com
828 employees on LinkedIn®
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(332)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Close software
View top Consulting Services for LiveFlow
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    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.
    • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
    • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
    • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • LiveFlow 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
    98
    Time-Saving
    83
    Time-saving
    80
    Reporting Efficiency
    70
    Efficiency
    63
    Cons
    Missing Features
    23
    Limited Customization
    14
    Inefficient Reporting
    12
    Expensive
    11
    Limited Reporting
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LiveFlow features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.5
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    8.6
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
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.
  • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
  • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
  • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
LiveFlow 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
98
Time-Saving
83
Time-saving
80
Reporting Efficiency
70
Efficiency
63
Cons
Missing Features
23
Limited Customization
14
Inefficient Reporting
12
Expensive
11
Limited Reporting
11
LiveFlow features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.5
Accounting
Average: 8.5
9.1
Management
Average: 8.8
8.6
Distribution
Average: 8.2
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
(1,055)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Financial Close software
View top Consulting Services for BlackLine Financial Close Management
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service,

    Users
    • Senior Accountant
    • Accounting Manager
    Industries
    • Accounting
    • Oil & Energy
    Market Segment
    • 59% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BlackLine Financial Close Management 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
    81
    Close Process
    55
    Reconciliation
    50
    Task Management
    44
    Financial Closing
    38
    Cons
    Limited Functionality
    22
    Implementation Difficulties
    19
    Missing Features
    19
    Learning Difficulty
    17
    Complexity
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BlackLine Financial Close Management features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Accounting
    Average: 8.5
    8.5
    Management
    Average: 8.8
    7.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BlackLine
    Company Website
    Year Founded
    2001
    HQ Location
    Woodland Hills, CA
    Twitter
    @BlackLine
    3,823 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,068 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service,

Users
  • Senior Accountant
  • Accounting Manager
Industries
  • Accounting
  • Oil & Energy
Market Segment
  • 59% Enterprise
  • 31% Mid-Market
BlackLine Financial Close Management 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
81
Close Process
55
Reconciliation
50
Task Management
44
Financial Closing
38
Cons
Limited Functionality
22
Implementation Difficulties
19
Missing Features
19
Learning Difficulty
17
Complexity
15
BlackLine Financial Close Management features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
8.6
Accounting
Average: 8.5
8.5
Management
Average: 8.8
7.8
Distribution
Average: 8.2
Seller Details
Seller
BlackLine
Company Website
Year Founded
2001
HQ Location
Woodland Hills, CA
Twitter
@BlackLine
3,823 Twitter followers
LinkedIn® Page
www.linkedin.com
2,068 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Built for mid-sized organizations, Adra by Trintech is a cloud-based, reconciliation and financial close solution that automates key areas of the financial close process including account reconciliati

    Users
    • Accountant
    • Redovisningsekonom
    Industries
    • Accounting
    • Banking
    Market Segment
    • 47% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Adra by Trintech 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
    33
    Task Management
    18
    Time-Saving
    16
    Organization
    15
    Time-saving
    15
    Cons
    Limited Functionality
    6
    Inefficient Task Management
    5
    Limitations
    4
    Poor Navigation
    4
    Delays
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Adra by Trintech features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Accounting
    Average: 8.5
    7.9
    Management
    Average: 8.8
    7.4
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Trintech
    Company Website
    Year Founded
    1987
    HQ Location
    Plano, TX
    Twitter
    @TrintechInc
    1,774 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    672 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Built for mid-sized organizations, Adra by Trintech is a cloud-based, reconciliation and financial close solution that automates key areas of the financial close process including account reconciliati

Users
  • Accountant
  • Redovisningsekonom
Industries
  • Accounting
  • Banking
Market Segment
  • 47% Mid-Market
  • 27% Enterprise
Adra by Trintech 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
33
Task Management
18
Time-Saving
16
Organization
15
Time-saving
15
Cons
Limited Functionality
6
Inefficient Task Management
5
Limitations
4
Poor Navigation
4
Delays
3
Adra by Trintech features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.3
Accounting
Average: 8.5
7.9
Management
Average: 8.8
7.4
Distribution
Average: 8.2
Seller Details
Seller
Trintech
Company Website
Year Founded
1987
HQ Location
Plano, TX
Twitter
@TrintechInc
1,774 Twitter followers
LinkedIn® Page
www.linkedin.com
672 employees on LinkedIn®
(77)5.0 out of 5
4th Easiest To Use in Financial Close software
View top Consulting Services for Double
Entry Level Price:$10.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, de

    Users
    • Owner
    Industries
    • Accounting
    Market Segment
    • 96% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Double 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
    Collaboration
    10
    Organization
    8
    Time-Saving
    8
    Communication
    6
    Cons
    Client Management
    3
    Limitations
    3
    Poor Reporting
    3
    Email Integration
    2
    Poor Usability
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Double features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Accounting
    Average: 8.5
    9.4
    Management
    Average: 8.8
    8.9
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Double
    Year Founded
    2020
    HQ Location
    NYC, US
    LinkedIn® Page
    www.linkedin.com
    87 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, de

Users
  • Owner
Industries
  • Accounting
Market Segment
  • 96% Small-Business
  • 3% Mid-Market
Double 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
Collaboration
10
Organization
8
Time-Saving
8
Communication
6
Cons
Client Management
3
Limitations
3
Poor Reporting
3
Email Integration
2
Poor Usability
2
Double features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.2
Accounting
Average: 8.5
9.4
Management
Average: 8.8
8.9
Distribution
Average: 8.2
Seller Details
Seller
Double
Year Founded
2020
HQ Location
NYC, US
LinkedIn® Page
www.linkedin.com
87 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAP Cloud ERP (formerly SAP S/4HANA Cloud) is a modular ERP designed for every business need, powered by AI and analytics. SAP Cloud ERP enables users to run mission-critical operations in real time f

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 48% Enterprise
    • 34% Mid-Market
    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.
    • SAP S/4HANA Cloud is a cloud-based ERP system that supports real-time financial reporting and transaction monitoring, and assists with internal control work and compliance-related processes.
    • Users frequently mention the seamless integration of various business processes, real-time access to comprehensive data, and the system's ability to improve the accuracy of financial records and support better audit follow-up.
    • Users mentioned the system's high level of integration can make it less intuitive, requiring extensive training to understand how each module functions and how their specific inputs feed into the overall financial information.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Cloud ERP (formerly SAP S/4HANA Cloud) 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
    99
    Cloud-Based
    76
    Functionality
    73
    Efficiency
    71
    Real-Time Data
    69
    Cons
    Complexity
    68
    Learning Curve
    63
    Learning Difficulty
    59
    Complex Setup
    52
    Limited Customization
    48
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Cloud ERP (formerly SAP S/4HANA Cloud) features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Accounting
    Average: 8.5
    8.8
    Management
    Average: 8.8
    8.7
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,319 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138,451 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAP Cloud ERP (formerly SAP S/4HANA Cloud) is a modular ERP designed for every business need, powered by AI and analytics. SAP Cloud ERP enables users to run mission-critical operations in real time f

Users
  • Consultant
  • Senior Consultant
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 48% Enterprise
  • 34% Mid-Market
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.
  • SAP S/4HANA Cloud is a cloud-based ERP system that supports real-time financial reporting and transaction monitoring, and assists with internal control work and compliance-related processes.
  • Users frequently mention the seamless integration of various business processes, real-time access to comprehensive data, and the system's ability to improve the accuracy of financial records and support better audit follow-up.
  • Users mentioned the system's high level of integration can make it less intuitive, requiring extensive training to understand how each module functions and how their specific inputs feed into the overall financial information.
SAP Cloud ERP (formerly SAP S/4HANA Cloud) 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
99
Cloud-Based
76
Functionality
73
Efficiency
71
Real-Time Data
69
Cons
Complexity
68
Learning Curve
63
Learning Difficulty
59
Complex Setup
52
Limited Customization
48
SAP Cloud ERP (formerly SAP S/4HANA Cloud) features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
9.0
Accounting
Average: 8.5
8.8
Management
Average: 8.8
8.7
Distribution
Average: 8.2
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,319 Twitter followers
LinkedIn® Page
www.linkedin.com
138,451 employees on LinkedIn®
(79)4.7 out of 5
7th Easiest To Use in Financial Close software
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% Mid-Market
    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.
    • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Joiin 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
    24
    Reporting
    17
    Reporting Efficiency
    17
    Customer Support
    14
    Report Creation
    14
    Cons
    Inefficient Reporting
    10
    Missing Features
    10
    Reporting Issues
    10
    Limited Reporting
    9
    Formatting Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Joiin features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    7.1
    Accounting
    Average: 8.5
    8.2
    Management
    Average: 8.8
    7.5
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    200 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% Mid-Market
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.
  • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
Joiin 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
24
Reporting
17
Reporting Efficiency
17
Customer Support
14
Report Creation
14
Cons
Inefficient Reporting
10
Missing Features
10
Reporting Issues
10
Limited Reporting
9
Formatting Issues
5
Joiin features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
7.1
Accounting
Average: 8.5
8.2
Management
Average: 8.8
7.5
Distribution
Average: 8.2
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
200 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% Enterprise
    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.
    • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board 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
    26
    Flexibility
    21
    Features
    20
    Efficiency
    18
    Customization
    16
    Cons
    Slow Performance
    9
    Learning Curve
    8
    Missing Features
    8
    Poor Visualization
    8
    Complexity
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    7.5
    Accounting
    Average: 8.5
    8.3
    Management
    Average: 8.8
    8.2
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,251 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% Enterprise
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.
  • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
Board 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
26
Flexibility
21
Features
20
Efficiency
18
Customization
16
Cons
Slow Performance
9
Learning Curve
8
Missing Features
8
Poor Visualization
8
Complexity
7
Board features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
7.5
Accounting
Average: 8.5
8.3
Management
Average: 8.8
8.2
Distribution
Average: 8.2
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,251 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
(293)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • CFO
    • Chief Financial Officer
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 73% Mid-Market
    • 19% 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.
    • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
    • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
    • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Datarails 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
    92
    Reporting Efficiency
    53
    Excel Integration
    51
    Data Management
    49
    Efficiency
    46
    Cons
    Learning Difficulty
    36
    Learning Curve
    26
    Missing Features
    24
    Steep Learning Curve
    23
    Complexity
    21
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Datarails features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Accounting
    Average: 8.5
    8.7
    Management
    Average: 8.8
    7.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    411 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • CFO
  • Chief Financial Officer
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 73% Mid-Market
  • 19% 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.
  • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
  • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
  • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
Datarails 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
92
Reporting Efficiency
53
Excel Integration
51
Data Management
49
Efficiency
46
Cons
Learning Difficulty
36
Learning Curve
26
Missing Features
24
Steep Learning Curve
23
Complexity
21
Datarails features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.8
Accounting
Average: 8.5
8.7
Management
Average: 8.8
7.8
Distribution
Average: 8.2
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,155 Twitter followers
LinkedIn® Page
www.linkedin.com
411 employees on LinkedIn®
(375)4.5 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 62% Mid-Market
    • 21% Enterprise
    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.
    • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
    • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
    • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vena 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
    113
    Excel Integration
    60
    Features
    52
    User Interface
    50
    Reporting
    49
    Cons
    Learning Difficulty
    29
    Learning Curve
    27
    Steep Learning Curve
    25
    Difficult Learning
    18
    Setup Difficulty
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vena features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    8.9
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,355 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 62% Mid-Market
  • 21% Enterprise
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.
  • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
  • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
  • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
Vena 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
113
Excel Integration
60
Features
52
User Interface
50
Reporting
49
Cons
Learning Difficulty
29
Learning Curve
27
Steep Learning Curve
25
Difficult Learning
18
Setup Difficulty
18
Vena features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
8.8
Accounting
Average: 8.5
9.1
Management
Average: 8.8
8.9
Distribution
Average: 8.2
Seller Details
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,355 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% Mid-Market
    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.
    • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
    • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
    • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • G-Accon 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
    50
    Automation
    29
    Time-Saving
    28
    Integrations
    25
    Time-saving
    24
    Cons
    Reporting Issues
    13
    Inefficient Reporting
    10
    Poor Navigation
    8
    UX Improvement
    8
    Learning Curve
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • G-Accon features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.1
    Accounting
    Average: 8.5
    8.1
    Management
    Average: 8.8
    7.3
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    G-Accon
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,426 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% Mid-Market
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.
  • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
  • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
  • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
G-Accon 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
50
Automation
29
Time-Saving
28
Integrations
25
Time-saving
24
Cons
Reporting Issues
13
Inefficient Reporting
10
Poor Navigation
8
UX Improvement
8
Learning Curve
7
G-Accon features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
8.1
Accounting
Average: 8.5
8.1
Management
Average: 8.8
7.3
Distribution
Average: 8.2
Seller Details
Seller
G-Accon
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,426 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&am

    Users
    • Finance Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 80% Mid-Market
    • 17% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cube 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
    5
    Customer Support
    4
    Flexibility
    3
    Integrations
    3
    Time-Saving
    3
    Cons
    Complexity
    1
    Customization Difficulties
    1
    Dashboard Limitations
    1
    Data Management
    1
    Data Management Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cube features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    9.0
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Cube
    Company Website
    Year Founded
    2018
    HQ Location
    New York
    LinkedIn® Page
    www.linkedin.com
    153 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&am

Users
  • Finance Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 80% Mid-Market
  • 17% Small-Business
Cube 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
5
Customer Support
4
Flexibility
3
Integrations
3
Time-Saving
3
Cons
Complexity
1
Customization Difficulties
1
Dashboard Limitations
1
Data Management
1
Data Management Issues
1
Cube features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
8.6
Accounting
Average: 8.5
9.1
Management
Average: 8.8
9.0
Distribution
Average: 8.2
Seller Details
Seller
Cube
Company Website
Year Founded
2018
HQ Location
New York
LinkedIn® Page
www.linkedin.com
153 employees on LinkedIn®
(65)4.8 out of 5
3rd Easiest To Use in Financial Close software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Numeric is the simplest, fastest, most intuitive way of managing your month-end close.

    Users
    • Accounting Manager
    Industries
    • Computer Software
    • Accounting
    Market Segment
    • 65% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Numeric 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
    20
    Organization
    15
    Task Management
    11
    Close Process
    10
    Financial Closing
    10
    Cons
    Limited Functionality
    8
    Limitations
    5
    Inefficient Task Management
    3
    Bugs
    2
    Delays
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Numeric features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.1
    9.6
    Accounting
    Average: 8.5
    9.5
    Management
    Average: 8.8
    8.7
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Numeric
    HQ Location
    San Francisco, US
    Twitter
    @numeric_io
    83 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    102 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Numeric is the simplest, fastest, most intuitive way of managing your month-end close.

Users
  • Accounting Manager
Industries
  • Computer Software
  • Accounting
Market Segment
  • 65% Mid-Market
  • 22% Small-Business
Numeric 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
20
Organization
15
Task Management
11
Close Process
10
Financial Closing
10
Cons
Limited Functionality
8
Limitations
5
Inefficient Task Management
3
Bugs
2
Delays
2
Numeric features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.1
9.6
Accounting
Average: 8.5
9.5
Management
Average: 8.8
8.7
Distribution
Average: 8.2
Seller Details
Seller
Numeric
HQ Location
San Francisco, US
Twitter
@numeric_io
83 Twitter followers
LinkedIn® Page
www.linkedin.com
102 employees on LinkedIn®
(488)4.3 out of 5
Optimized for quick response
11th Easiest To Use in Financial Close software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 45% Enterprise
    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.
    • Planful is a financial planning and analysis platform that centralizes planning, forecasting, and reporting, and offers automation and integration features.
    • Reviewers like Planful's ability to streamline processes, automate reporting, and provide real-time data outcomes, along with its user-friendly interface and robust reporting capabilities.
    • Users experienced issues with the platform's learning curve, limitations in template options, slow processing of large reports, and challenges with dashboard creation and customization.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planful 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
    48
    Reporting
    29
    Reporting Efficiency
    21
    Automation
    20
    Features
    19
    Cons
    Learning Curve
    17
    Learning Difficulty
    17
    Missing Features
    13
    Not Intuitive
    12
    Improvements Needed
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planful features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    7.7
    Accounting
    Average: 8.5
    8.5
    Management
    Average: 8.8
    8.1
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,584 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    619 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 45% Enterprise
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.
  • Planful is a financial planning and analysis platform that centralizes planning, forecasting, and reporting, and offers automation and integration features.
  • Reviewers like Planful's ability to streamline processes, automate reporting, and provide real-time data outcomes, along with its user-friendly interface and robust reporting capabilities.
  • Users experienced issues with the platform's learning curve, limitations in template options, slow processing of large reports, and challenges with dashboard creation and customization.
Planful 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
48
Reporting
29
Reporting Efficiency
21
Automation
20
Features
19
Cons
Learning Curve
17
Learning Difficulty
17
Missing Features
13
Not Intuitive
12
Improvements Needed
10
Planful features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
7.7
Accounting
Average: 8.5
8.5
Management
Average: 8.8
8.1
Distribution
Average: 8.2
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,584 Twitter followers
LinkedIn® Page
www.linkedin.com
619 employees on LinkedIn®