Best Financial Close Software - Page 2

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Financial close software, also called accounting close software, provides tools to help businesses complete the financial close cycle. Many organizations perform financial close at the end of each month, during which accountants within an organization use this software to ensure the books are accurate and any transactions were successfully completed. Tasks, such as bill payment and delivery, expense approval, and lead importing, will be laid out in checklists and checked off once completed. Financial close products often include features such as individual task allocation, reconciliation management, reporting, and databases of past accounting close data organized by month and transaction type. Individual progress and deadlines for each period can also be tracked by the accounting team throughout the cycle.

These tools typically integrate with spreadsheets and various accounting tools to help users comprehensively document relevant data and identify noteworthy findings or inconsistencies. They may also integrate with, or come packaged with, other corporate performance management (CPM) features such as financial consolidation or budgeting and forecasting.

To qualify for inclusion in the Financial Close category, a product must:

Allow users to create checklists and individual tasks related to closing accounting books
Track the financial close process so users can view progress, timelines, and approvals
Provide tools, such as reconciliation depositories or reconciliation management, that help users compare various sets of financial data
Integrate with or import spreadsheets from other database or accounting software products
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Featured Financial Close Software At A Glance

Leader:
Workiva
Workiva
Highest Performer:
LiveFlow
LiveFlow
Easiest to Use:
FloQast
FloQast
Top Trending:
Numeric
Numeric
Show LessShow More
Highest Performer:
LiveFlow
LiveFlow
Easiest to Use:
FloQast
FloQast
Top Trending:
Numeric
Numeric

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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112 Listings in Financial Close Available
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    G2 Score
Cadency by Trintech
(150)4.3 out of 5
14th 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.

    Built for large enterprises, Cadency by Trintech is the leading end-to-end platform for Record to Report processes including transaction matching (Cadency Match), account reconciliation (Cadency Certi

    Users
    No information available
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 63% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cadency 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
    21
    Automation
    11
    Reconciliation
    11
    Efficiency
    10
    Task Management
    9
    Cons
    Poor Reporting
    10
    Limited Functionality
    9
    Limitations
    6
    Complexity
    5
    Inefficient Reporting
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cadency 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
    8.0
    Accounting
    Average: 8.5
    8.0
    Management
    Average: 8.8
    7.5
    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 large enterprises, Cadency by Trintech is the leading end-to-end platform for Record to Report processes including transaction matching (Cadency Match), account reconciliation (Cadency Certi

Users
No information available
Industries
  • Accounting
  • Financial Services
Market Segment
  • 63% Enterprise
  • 31% Mid-Market
Cadency 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
21
Automation
11
Reconciliation
11
Efficiency
10
Task Management
9
Cons
Poor Reporting
10
Limited Functionality
9
Limitations
6
Complexity
5
Inefficient Reporting
5
View All Pros and Cons
Cadency 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
8.0
Accounting
Average: 8.5
8.0
Management
Average: 8.8
7.5
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®
Double
(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
    View All Pros and Cons
  • 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
View All Pros and Cons
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®
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RunMyJobs
(315)4.8 out of 5
Optimized for quick response
13th Easiest To Use in Financial Close software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RunMyJobs by Redwood is the #1 recommended job scheduler, modern SaaS workload automation solution for SAP customers and only one that is an SAP Endorsed App and included in the RISE reference archite

    Users
    • Consultant
    • Software Engineer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 73% Enterprise
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RunMyJobs 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
    146
    Reliability
    94
    Automation
    93
    Efficiency
    54
    Visibility
    52
    Cons
    Difficult Learning
    72
    Learning Curve
    56
    Learning Difficulty
    51
    Beginner Unfriendliness
    43
    Steep Learning Curve
    39
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RunMyJobs features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Accounting
    Average: 8.5
    9.2
    Management
    Average: 8.8
    9.0
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Redwood Software
    Company Website
    Year Founded
    1993
    HQ Location
    Frisco, US
    Twitter
    @RedwoodSoftware
    827 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    744 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RunMyJobs by Redwood is the #1 recommended job scheduler, modern SaaS workload automation solution for SAP customers and only one that is an SAP Endorsed App and included in the RISE reference archite

Users
  • Consultant
  • Software Engineer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 73% Enterprise
  • 18% Mid-Market
RunMyJobs 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
146
Reliability
94
Automation
93
Efficiency
54
Visibility
52
Cons
Difficult Learning
72
Learning Curve
56
Learning Difficulty
51
Beginner Unfriendliness
43
Steep Learning Curve
39
View All Pros and Cons
RunMyJobs features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.2
Accounting
Average: 8.5
9.2
Management
Average: 8.8
9.0
Distribution
Average: 8.2
Seller Details
Seller
Redwood Software
Company Website
Year Founded
1993
HQ Location
Frisco, US
Twitter
@RedwoodSoftware
827 Twitter followers
LinkedIn® Page
www.linkedin.com
744 employees on LinkedIn®
Joiin
(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
    View All Pros and Cons
  • 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
View All Pros and Cons
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®
Board
(319)4.4 out of 5
Optimized for quick response
  • 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
    View All Pros and Cons
  • 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
    Seller
    Board International
    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
View All Pros and Cons
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
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,251 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
Talenavita
(20)5.0 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Talenavita is an all-in-one workforce and financial management platform built for CEOs, CFOs, Accountants, and Project Managers. It simplifies the complexities of managing remote teams and contractors

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 55% Enterprise
    • 50% 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.
    • The product is a user-friendly tool for managing payroll, employee data, and time tracking, providing a clear view of all important business numbers in one place.
    • Reviewers frequently mention the product's simplicity, efficiency, and its ability to keep work, hours, and payments well organized, with a clean interface that allows quick switching between sections.
    • Reviewers mentioned occasional issues with the system taking longer to load when working with large data files, and a desire for more advanced options for customizing reports and dashboard layout.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Talenavita 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
    19
    Simplicity
    10
    Time Tracking
    9
    User Interface
    9
    Comprehensive Overview
    8
    Cons
    Slow Loading
    6
    Slow Performance
    6
    Limited Customization
    4
    Inconvenience
    3
    Limited Options
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Talenavita features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.7
    Accounting
    Average: 8.5
    10.0
    Management
    Average: 8.8
    9.9
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Geomotiv
    Year Founded
    2010
    HQ Location
    Alexandria, US
    Twitter
    @geomotiv
    83 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    72 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Talenavita is an all-in-one workforce and financial management platform built for CEOs, CFOs, Accountants, and Project Managers. It simplifies the complexities of managing remote teams and contractors

Users
No information available
Industries
  • Computer Software
Market Segment
  • 55% Enterprise
  • 50% 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.
  • The product is a user-friendly tool for managing payroll, employee data, and time tracking, providing a clear view of all important business numbers in one place.
  • Reviewers frequently mention the product's simplicity, efficiency, and its ability to keep work, hours, and payments well organized, with a clean interface that allows quick switching between sections.
  • Reviewers mentioned occasional issues with the system taking longer to load when working with large data files, and a desire for more advanced options for customizing reports and dashboard layout.
Talenavita 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
19
Simplicity
10
Time Tracking
9
User Interface
9
Comprehensive Overview
8
Cons
Slow Loading
6
Slow Performance
6
Limited Customization
4
Inconvenience
3
Limited Options
3
View All Pros and Cons
Talenavita features and usability ratings that predict user satisfaction
0.0
No information available
9.7
Accounting
Average: 8.5
10.0
Management
Average: 8.8
9.9
Distribution
Average: 8.2
Seller Details
Seller
Geomotiv
Year Founded
2010
HQ Location
Alexandria, US
Twitter
@geomotiv
83 Twitter followers
LinkedIn® Page
www.linkedin.com
72 employees on LinkedIn®
Bluecopa
(26)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bluecopa is the modern Finance Operations Automation platform enabling forward thinking CFOs to focus on what really matters ie.. revenue, profits & growth. It enables finance teams automate major

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 42% Enterprise
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bluecopa 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
    Time-saving
    11
    Automation
    9
    Customer Support
    9
    Ease of Use
    9
    Collaboration
    8
    Cons
    Slow Performance
    5
    Learning Curve
    3
    Limited Functionality
    3
    Bugs
    2
    Dashboard Issues
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bluecopa features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.8
    Accounting
    Average: 8.5
    10.0
    Management
    Average: 8.8
    9.5
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Bluecopa
    Year Founded
    2021
    HQ Location
    Hyderabad, IN
    LinkedIn® Page
    www.linkedin.com
    108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Bluecopa is the modern Finance Operations Automation platform enabling forward thinking CFOs to focus on what really matters ie.. revenue, profits & growth. It enables finance teams automate major

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 42% Enterprise
  • 38% Small-Business
Bluecopa 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
Time-saving
11
Automation
9
Customer Support
9
Ease of Use
9
Collaboration
8
Cons
Slow Performance
5
Learning Curve
3
Limited Functionality
3
Bugs
2
Dashboard Issues
2
View All Pros and Cons
Bluecopa features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.8
Accounting
Average: 8.5
10.0
Management
Average: 8.8
9.5
Distribution
Average: 8.2
Seller Details
Seller
Bluecopa
Year Founded
2021
HQ Location
Hyderabad, IN
LinkedIn® Page
www.linkedin.com
108 employees on LinkedIn®
IBM Cognos Controller
(36)3.9 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Cognos Controller is a comprehensive, web-based solution designed to automate and manage the financial close, consolidation, and reporting processes for organizations of all sizes. It enables fina

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 72% Enterprise
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Cognos Controller features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Accounting
    Average: 8.5
    8.3
    Management
    Average: 8.8
    8.3
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,798 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Cognos Controller is a comprehensive, web-based solution designed to automate and manage the financial close, consolidation, and reporting processes for organizations of all sizes. It enables fina

Users
No information available
Industries
  • Financial Services
Market Segment
  • 72% Enterprise
  • 17% Mid-Market
IBM Cognos Controller features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 9.1
8.3
Accounting
Average: 8.5
8.3
Management
Average: 8.8
8.3
Distribution
Average: 8.2
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,798 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM
SAP Business Planning and Consolidation (BPC)
(111)4.3 out of 5
View top Consulting Services for SAP Business Planning and Consolidation (BPC)
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidatio

    Users
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Enterprise
    • 26% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Accounting
    Average: 8.5
    9.0
    Management
    Average: 8.8
    8.6
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,319 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138,451 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidatio

Users
  • Senior Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Enterprise
  • 26% Mid-Market
SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.8
Accounting
Average: 8.5
9.0
Management
Average: 8.8
8.6
Distribution
Average: 8.2
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,319 Twitter followers
LinkedIn® Page
www.linkedin.com
138,451 employees on LinkedIn®
Ownership
NYSE:SAP
G-Accon
(198)4.7 out of 5
Entry Level Price:$50.00
  • 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
    View All Pros and Cons
  • 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
View All Pros and Cons
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®
EngineBI
(10)4.8 out of 5
12th 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.

    EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business inte

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 60% Small-Business
    • 40% 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.
    • Engine BI is a financial intelligence platform that consolidates P&L information, facilitates financial forecasting, and enhances data-driven decision-making capabilities for professional services firms.
    • Reviewers appreciate the user-friendly interface, the ability to easily enter and analyze data, the support provided during implementation, and the valuable insights gained from the platform's focus on KPIs tailored for professional services firms.
    • Reviewers mentioned initial difficulties in navigation and setup, the limitation of data integration only with Quickbooks, and a potential learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EngineBI 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
    Data Analysis
    1
    Data Management
    1
    Ease of Use
    1
    Excel Integration
    1
    Features
    1
    Cons
    Difficult Navigation
    1
    Difficult Setup
    1
    Navigation Issues
    1
    Poor Navigation
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EngineBI features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EngineBI
    Year Founded
    2020
    HQ Location
    Chicago, US
    Twitter
    @RamsayInno
    35 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business inte

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 60% Small-Business
  • 40% 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.
  • Engine BI is a financial intelligence platform that consolidates P&L information, facilitates financial forecasting, and enhances data-driven decision-making capabilities for professional services firms.
  • Reviewers appreciate the user-friendly interface, the ability to easily enter and analyze data, the support provided during implementation, and the valuable insights gained from the platform's focus on KPIs tailored for professional services firms.
  • Reviewers mentioned initial difficulties in navigation and setup, the limitation of data integration only with Quickbooks, and a potential learning curve for new users.
EngineBI 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
Data Analysis
1
Data Management
1
Ease of Use
1
Excel Integration
1
Features
1
Cons
Difficult Navigation
1
Difficult Setup
1
Navigation Issues
1
Poor Navigation
1
View All Pros and Cons
EngineBI features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
EngineBI
Year Founded
2020
HQ Location
Chicago, US
Twitter
@RamsayInno
35 Twitter followers
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
Maxima
(12)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Maxima is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt Rewards, Maxima's AI agents do more than ju

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 58% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Maxima 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
    Automation
    8
    Customer Support
    8
    Ease of Use
    8
    Productivity Improvement
    5
    Efficiency Improvement
    4
    Cons
    Bugs
    1
    Limited Customization
    1
    Reconciliation Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Maxima features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    10.0
    Accounting
    Average: 8.5
    10.0
    Management
    Average: 8.8
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Maxima
    Company Website
    Year Founded
    2024
    HQ Location
    San Mateo, US
    LinkedIn® Page
    www.linkedin.com
    73 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Maxima is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt Rewards, Maxima's AI agents do more than ju

Users
No information available
Industries
No information available
Market Segment
  • 58% Enterprise
  • 33% Mid-Market
Maxima 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
Automation
8
Customer Support
8
Ease of Use
8
Productivity Improvement
5
Efficiency Improvement
4
Cons
Bugs
1
Limited Customization
1
Reconciliation Issues
1
View All Pros and Cons
Maxima features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
10.0
Accounting
Average: 8.5
10.0
Management
Average: 8.8
0.0
No information available
Seller Details
Seller
Maxima
Company Website
Year Founded
2024
HQ Location
San Mateo, US
LinkedIn® Page
www.linkedin.com
73 employees on LinkedIn®
ZoneReconcile
(26)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoneReconcile is a powerful reconciliation solution built inside NetSuite to help finance teams automate transaction matching across banks, credit cards, and payment service providers—reducing close t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 73% Mid-Market
    • 19% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoneReconcile 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
    13
    Time-Saving
    9
    Automation
    7
    Customer Support
    4
    Real-Time Data
    4
    Cons
    Difficult Setup
    4
    Slow Loading
    4
    Change Management
    2
    Customization Difficulty
    2
    Limitations
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoneReconcile features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Accounting
    Average: 8.5
    8.7
    Management
    Average: 8.8
    7.6
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zone & Co
    Year Founded
    2013
    HQ Location
    Boston, MA
    Twitter
    @ZoneandCo
    84 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    279 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoneReconcile is a powerful reconciliation solution built inside NetSuite to help finance teams automate transaction matching across banks, credit cards, and payment service providers—reducing close t

Users
No information available
Industries
No information available
Market Segment
  • 73% Mid-Market
  • 19% Small-Business
ZoneReconcile 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
13
Time-Saving
9
Automation
7
Customer Support
4
Real-Time Data
4
Cons
Difficult Setup
4
Slow Loading
4
Change Management
2
Customization Difficulty
2
Limitations
2
View All Pros and Cons
ZoneReconcile features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
9.0
Accounting
Average: 8.5
8.7
Management
Average: 8.8
7.6
Distribution
Average: 8.2
Seller Details
Seller
Zone & Co
Year Founded
2013
HQ Location
Boston, MA
Twitter
@ZoneandCo
84 Twitter followers
LinkedIn® Page
in.linkedin.com
279 employees on LinkedIn®
Oracle Financial Consolidation and Close
(33)4.0 out of 5
View top Consulting Services for Oracle Financial Consolidation and Close
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Oracle Financial Consolidation and Close Cloud is a cloud-based solution built to optimize the close. Financial Consolidation and Close Cloud is designed to help minimize risk, provide transparency to

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 55% Enterprise
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Oracle Financial Consolidation and Close 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
    Helpful
    1
    Integrations
    1
    Solution Efficiency
    1
    Time Management
    1
    Cons
    Complexity Issues
    1
    Limited Features
    1
    Navigation Difficulty
    1
    Poor Interface Design
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Oracle Financial Consolidation and Close features and usability ratings that predict user satisfaction
    7.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Accounting
    Average: 8.5
    8.7
    Management
    Average: 8.8
    8.7
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    825,309 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198,071 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

Oracle Financial Consolidation and Close Cloud is a cloud-based solution built to optimize the close. Financial Consolidation and Close Cloud is designed to help minimize risk, provide transparency to

Users
No information available
Industries
  • Accounting
Market Segment
  • 55% Enterprise
  • 42% Mid-Market
Oracle Financial Consolidation and Close 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
Helpful
1
Integrations
1
Solution Efficiency
1
Time Management
1
Cons
Complexity Issues
1
Limited Features
1
Navigation Difficulty
1
Poor Interface Design
1
View All Pros and Cons
Oracle Financial Consolidation and Close features and usability ratings that predict user satisfaction
7.2
Has the product been a good partner in doing business?
Average: 9.1
9.3
Accounting
Average: 8.5
8.7
Management
Average: 8.8
8.7
Distribution
Average: 8.2
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
825,309 Twitter followers
LinkedIn® Page
www.linkedin.com
198,071 employees on LinkedIn®
Ownership
NYSE:ORCL
SAP Advanced Financial Closing
(13)4.2 out of 5
View top Consulting Services for SAP Advanced Financial Closing
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAP Financial Closing Cockpit is a comprehensive toolset integrated within SAP S/4HANA and ERP systems designed to plan, execute, and monitor the complex tasks involved in financial period-end closing

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 54% Enterprise
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SAP Advanced Financial Closing 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
    2
    Organization
    2
    Automation
    1
    Consistency
    1
    Financial Closing
    1
    Cons
    Difficult Setup
    1
    Excel Integration Issues
    1
    Inefficient Reporting
    1
    Slow Performance
    1
    UX Improvement
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SAP Advanced Financial Closing features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Accounting
    Average: 8.5
    7.7
    Management
    Average: 8.8
    7.9
    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 Financial Closing Cockpit is a comprehensive toolset integrated within SAP S/4HANA and ERP systems designed to plan, execute, and monitor the complex tasks involved in financial period-end closing

Users
No information available
Industries
No information available
Market Segment
  • 54% Enterprise
  • 23% Mid-Market
SAP Advanced Financial Closing 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
2
Organization
2
Automation
1
Consistency
1
Financial Closing
1
Cons
Difficult Setup
1
Excel Integration Issues
1
Inefficient Reporting
1
Slow Performance
1
UX Improvement
1
View All Pros and Cons
SAP Advanced Financial Closing features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.3
Accounting
Average: 8.5
7.7
Management
Average: 8.8
7.9
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®
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