Best Financial Reconciliation Software

How Many Financial Reconciliation Software Products Does G2 Track?

Total Products under this Category: 187

Category Stats (Nov 2026)

  • Average Rating: 4.49/5 (↓0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Talentir (+0.51%) - Among all products in this category, Talentir recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Financial Reconciliation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 5,500+ Authentic Reviews
  • 187+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Financial Reconciliation Software

G2 Grid® for Financial Reconciliation Software plotting products by satisfaction and market presence

Highlighted products: FloQast, Trintech, BlackLine Financial Close Management, DualEntry, DocuClipper, Simetrik, Vena, and Datarails.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-reconciliation/grids.json?focus%5B%5D=floqast&focus%5B%5D=trintech-trintech&focus%5B%5D=blackline-blackline-financial-close-management&focus%5B%5D=dualentry&focus%5B%5D=docuclipper&focus%5B%5D=simetrik&focus%5B%5D=vena&focus%5B%5D=datarails)

FloQast

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 accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.

Average Rating: 4.6/5.0

Total Reviews: 1,407

Who Is the Company Behind FloQast?

  • Seller: FloQast
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Los Angeles, CA
  • LinkedIn® Page: www.linkedin.com
    886 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Accountant, Accounting Manager
  • Top Industries: Accounting, Computer Software
  • Company Size: 58% Medium, 22% Large

What Do G2 Reviewers Say About FloQast?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of FloQast, making learning and adoption quick and efficient.
  • Users enjoy the organized tracking provided by FloQast, making financial processes easier to manage and navigate.
  • Users value the centralized tracking of close checklists and reconciliations in FloQast, enhancing their productivity significantly.
  • Users value the user-friendly interface and seamless integration of FloQast for efficient reconciliations and workflow management.
  • Users appreciate the efficiency FloQast brings, enhancing structure and reducing manual work in the close process.
Cons
  • Users feel the absence of key features in FloQast limits efficiency and complicates their workflow.
  • Users note the limited functionality of FloQast, wishing for greater customization and easier processes for client management.
  • Users find FloQast's complexity and limited customization hinder their experience, especially in reporting and bulk updates.
  • Users experience reconciliation issues with file attachments and syncing time, impacting workflow efficiency in FloQast.
  • Users are frustrated with the slow loading times, which hinder productivity during critical tasks like reconciliations.

What Are Recent G2 Reviews of FloQast?

What Are G2 Users Discussing About FloQast?

Trintech

Trintech delivers a single, unified AI Platform that doesn’t just manage reconciliation and financial close—it executes them. Built on a foundation of core capabilities like transaction matching, account reconciliation, journal entry, and close management, the platform brings data, workflows, and controls together into one connected system of execution. At its core, the platform embeds native AI across every solution to automate and orchestrate end-to-end processes. Extending this further, Trintech AI agents operate seamlessly across ERP and financial systems to carry out targeted tasks—like variance analysis, exception handling, and accrual creation—without requiring system replacement or disruption. The result is a continuous, intelligent operating model where work gets done, not queued. Risks surface earlier, outputs are structured and explainable, and everything is audit-ready by design. With human-in-the-loop governance built in, finance teams stay firmly in control—shifting their focus from manual execution to high-value review and decision-making.

Average Rating: 4.5/5.0

Total Reviews: 636

Who Is the Company Behind Trintech?

  • Seller: Trintech
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Plano, TX
  • LinkedIn® Page: www.linkedin.com
    652 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Redovisningsekonom
  • Top Industries: Accounting, Financial Services
  • Company Size: 40% Medium, 37% Large

What Do G2 Reviewers Say About Trintech?

AI-generated summary from verified user reviews

Pros
  • Users find Trintech easy to use, with a seamless setup and supportive resources enhancing their experience.
  • Users value the ease of task management for standardizing processes and linking dependencies effectively.
  • Users value the time-saving efficiency of Trintech, finding it easy and quick to use in their workflow.
  • Users value the secure and efficient documentation management of Trintech, which streamlines balance reconciliation processes.
  • Users appreciate the time-saving benefits of Trintech, enhancing efficiency and simplifying their financial processes.
Cons
  • Users note the limited functionality of Trintech, particularly regarding basic dashboards and integration support for larger companies.
  • Users face inefficient task management, requiring admin assistance and experiencing delays in job launches and exports.
  • Users find the lack of document preview in Trintech frustrating, requiring too many steps to access information.
  • Users encounter poor navigation, facing challenges in finding information and dealing with a non-intuitive interface.
  • Users report delays in task completions and issues with saving changes, affecting overall efficiency with Trintech.

What Are Recent G2 Reviews of Trintech?

BlackLine Financial Close Management

Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service, empowers businesses to achieve digital transformation. By unifying data and processes, automating repetitive tasks, and enhancing accountability through greater visibility, BlackLine helps organizations work more efficiently. We provide solutions for financial close, accounts receivable, and intercompany accounting—enabling large enterprises and midsize companies across industries to streamline operations with speed, accuracy, and control. BlackLine is a global company with operations in major business hubs worldwide, including Los Angeles, New York, the San Francisco Bay Area, London, Vancouver, Paris, Frankfurt, Tokyo, Singapore and Sydney.

Average Rating: 4.5/5.0

Total Reviews: 1,053

Who Is the Company Behind BlackLine Financial Close Management?

  • Seller: BlackLine
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Woodland Hills, CA
  • LinkedIn® Page: www.linkedin.com
    2,171 employees on LinkedIn®
  • Ownership: NASDAQ: BL

Who Uses This Product?

  • Who Uses This: Senior Accountant, Accounting Manager
  • Top Industries: Accounting, Oil & Energy
  • Company Size: 59% Large, 32% Medium

What Do G2 Reviewers Say About BlackLine Financial Close Management?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive and user-friendly design of BlackLine, making financial close processes seamless and efficient.
  • Users appreciate the integrated modules of BlackLine, which enhance user-friendliness and facilitate effective financial close management.
  • Users value the transparency and efficiency of BlackLine in streamlining account reconciliations and enhancing audit trails.
  • Users appreciate the task management and automation capabilities of BlackLine, enhancing efficiency and standardization in processes.
  • Users value the efficiency of the closing process, resulting in quicker closes and enhanced support for their team.
Cons
  • Users find the limited functionality of BlackLine, including a clunky admin and lack of app support, frustrating.
  • Users experience implementation difficulties with BlackLine Financial Close Management, noting complexity and a long integration process.
  • Users feel the missing features in BlackLine limit integration and task management, impacting efficiency during the financial close.
  • Users express concerns about the steep learning curve and complex setup of BlackLine, requiring significant time and training.
  • Users find BlackLine's initial complexity challenging, requiring extensive setup, training, and external tools for advanced analytics.

What Are Recent G2 Reviews of BlackLine Financial Close Management?

What Are G2 Users Discussing About BlackLine Financial Close Management?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

DualEntry

DualEntry is The Agentic ERP, built to help modern finance teams move faster, automate manual work, and scale without increasing headcount. DualEntry combines a powerful general ledger with AI agents and end-to-end automation to streamline accounting, accounts payable and receivable, revenue recognition, reconciliations, financial reporting, and audit preparation. Built for complex, global businesses, DualEntry supports multi-entity, multi-currency operations and scales with companies from mid-market to IPO and beyond. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: - AI-powered automation. - Faster financial close. - Multi-entity consolidation. - Multi-currency accounting. - Flexible general ledger. - Real-time financial reporting. - Revenue recognition. - Enterprise-grade controls. - Global banking connectivity: 13,000+ bank connections across 60+ countries. - Seamless integrations: 200+ integrations across banking, CRM, AP, AR, and other essential business systems. Move beyond manual accounting. With DualEntry, finance teams can automate workflows end to end, close their books faster, and scale their operations without scaling their headcount. See what your finance team can achieve with The Agentic ERP. Schedule a personalized demo at dualentry.com

Average Rating: 4.9/5.0

Total Reviews: 123

Who Is the Company Behind DualEntry?

  • Seller: DualEntry
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Manufacturing
  • Company Size: 49% Medium, 34% Small

What Do G2 Reviewers Say About DualEntry?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
  • Users admire the intuitive layout and powerful features of DualEntry, enhancing ease of use and efficiency.
  • Users value the efficiency of DualEntry's powerful bulk import and intuitive dashboard for streamlined data management.
  • Users appreciate the seamless integrations in DualEntry, enhancing workflow efficiency and accuracy in financial management.
  • Users appreciate the time-saving automation of DualEntry, allowing teams to focus on strategic decision-making.
Cons
  • Users feel there is confusion due to dependency on the parent company, which could hinder independent operations.
  • Users are disappointed by the absence of a mobile app, limiting access and flexibility for on-the-go use.
  • Users find limited customization in DualEntry, posing challenges for tailored reporting and integration with niche tools.
  • Users find the interface impressive but feel it can be overwhelming due to a lack of guidance for new users.
  • Users find the learning difficulty of DualEntry challenging due to limited guidance for new users during setup.

What Are Recent G2 Reviews of DualEntry?

Simetrik

Simetrik is an AI-Native Financial Control Infrastructure that automates complex reconciliations and financial controls across the entire transaction lifecycle, from cash flows and settlements to ledger and regulatory confidence. By enabling continuous control, companies can close faster, catch discrepancies in real time, protect margins, and scale without adding headcount. With Simetrik, business and technical teams can execute and manage end-to-end financial controls through either an AI-native, spreadsheet-like interface or an AI-ready Headless architecture, without engineering dependency. Meanwhile, CTOs and IT leaders can orchestrate Simetrik directly from their own agents, pipelines, and existing data stack with enterprise-grade scalability and traceability. Designed for high-volume transaction companies such as payment service providers, neobanks, acquirers, issuers, lenders, and marketplaces, Simetrik connects to any data source, processors, card networks, banks, ERPs, and internal databases, and continuously matches transactions against external parties, manages exceptions, automates journal entries, and generates audit-ready reports. The platform covers the end-to-end financial control under 8 Domains: Cash In, Cash Out, Claims & Chargebacks, Fees & Billing, Accounting Automation, Accounting Operations, Reporting & Regulations, and Unified Oversight & Alerts. Key capabilities include: Continuous transaction reconciliation: Matches records at transaction level across multiple sources and formats in real time, not only at month-end, with automatic exception flagging and resolution workflows. AI-native configuration: Finance and operations users build and modify reconciliation logic, accounting rules, and dashboards through a visual, spreadsheet-like interface without engineering dependency. AI-assisted operations: Parses any file format automatically, detects anomalies before they become financial losses, improves matching accuracy over time, and supports natural-language interaction for platform configuration and daily operations. Accounting automation: Generates journal entries from reconciled data, calculates accruals and provisions, and integrates with ERPs such as SAP, Oracle, and NetSuite to eliminate manual data transfers and accelerate financial close. Audit and regulatory readiness: Produces fully traceable, record-level reports for auditors and regulators, with approval workflows and a single source of truth across all financial operations. Simetrik is used by more than 180 enterprise companies operating in 50+ countries. The platform processes 2.5 billion daily records and reconciles over $500 billion in annual transaction volume. Finance teams report reducing month-end close time by an average of 5 days, recovering up to 50% of audit preparation time, and lowering operational losses by 7 to 20 basis points.

Average Rating: 4.8/5.0

Total Reviews: 24

Who Is the Company Behind Simetrik?

  • Seller: Simetrik
  • Year Founded: 2017
  • HQ Location: San Francisco, CO
  • LinkedIn® Page: www.linkedin.com
    393 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Accounting
  • Company Size: 63% Small, 25% Medium

What Are Recent G2 Reviews of Simetrik?

What Are G2 Users Discussing About Simetrik?

DocuClipper

DocuClipper is a leading financial automation platform that transforms how professionals handle financial documentation worldwide. Based in California, our cutting-edge technology specializes in three core solutions: bank statement converter, bank statement analyzer, and invoice OCR services. Our advanced bank statement converter transforms PDF statements from 10,000+ financial institutions into Excel, CSV, and QuickBooks (QBO) formats with 99.6% accuracy. Financial professionals can process hundreds of pages in seconds, eliminating manual data entry while ensuring perfect reconciliation. The AI-powered bank statement analyzer goes beyond conversion by detecting fraud patterns, verifying document authenticity, and providing comprehensive changes to the document. This powerful tool helps lenders, auditors, and legal professionals identify tampering, conduct regulatory compliance checks, and confidently assess financial health. For accounts payable workflows, our invoice OCR technology extracts critical data from invoices with 97.5% accuracy, supporting seamless integration with popular accounting platforms. The custom rules engine automates GL coding and vendor matching, reducing processing costs by 80%. Trusted by 10,000+ professionals, DocuClipper transforms complex financial workflows with enterprise-grade security, AI precision, and intuitive functionality. Try our 14-day free trial to see how our bank statement converter, bank statement analyzer, and invoice OCR solutions can revolutionize your financial documentation processes.

Average Rating: 4.6/5.0

Total Reviews: 124

Who Is the Company Behind DocuClipper?

Who Uses This Product?

  • Who Uses This: Owner, Accountant
  • Top Industries: Accounting, Legal Services
  • Company Size: 93% Small, 2% Medium

What Do G2 Reviewers Say About DocuClipper?

AI-generated summary from verified user reviews

Pros
  • Users find DocuClipper to be incredibly easy to use, streamlining the handling of complex PDFs and saving time.
  • Users value the seamless document conversion of DocuClipper, enhancing efficiency and simplifying financial data management.
  • Users value the time-saving automation of DocuClipper, significantly reducing the effort needed for data extraction.
  • Users highlight the speed and efficiency of DocuClipper, enabling quick document processing and significant time savings.
  • Users commend the fast processing speed of DocuClipper, enabling quick and efficient document conversion.
Cons
  • Users find the monthly subscription cost high, preferring a pay-per-use model for occasional usage like taxes.
  • Users report data inaccuracy issues with dates and addresses, though some problems are easily fixable by comparing files.
  • Users find the limited features of DocuClipper frustrating, particularly regarding accounting functions and data accuracy.
  • Users report limited functionality in DocuClipper, with many features not working as advertised and persistent glitches.
  • Users complain about poor customer support, experiencing long response times and ineffective assistance with issues.

What Are Recent G2 Reviews of DocuClipper?

Datarails

Datarails is the AI finance operating system for the CFO's office, an Excel-connected platform that brings FP&A, cash management, spend control, and month-end close into one flexible, governed workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it consolidates data into a single source of truth, so finance teams spend less time collecting numbers and more time analyzing it. At the core of the platform is FinanceOS, which consolidates your sources, maps your data, and applies your own metric definitions and governance to create a single, trusted version of your numbers. That clean, governed data is then connected to the AI tools finance teams already use, so every answer is grounded in finance-adjusted data you can act on, and reports built once become repeatable processes that run the same way every month. Easy to use and built to fit the way finance teams already work, Datarails supports existing Excel and Google Sheets workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps finance deliver faster reporting, more accurate insights, and confident, data-driven decisions.

Average Rating: 4.6/5.0

Total Reviews: 392

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 70% Medium, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Datarails, finding it simple and effective for managing financial reporting.
  • Users benefit from Datarails' reporting efficiency, simplifying financial reporting and enhancing collaboration across teams.
  • Users value the native Excel integration of Datarails, enhancing workflows while ensuring data accuracy and governance.
  • Users value the seamless Excel integration of Datarails, enhancing workflows while ensuring robust data governance and compliance.
  • Users praise Datarails for its efficiency, streamlining financial processes and saving valuable time in reporting.
Cons
  • Users face a learning difficulty with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
  • Users face a steep learning curve with Datarails, but support and updates ease the onboarding process over time.
  • Users find the missing features in Datarails limiting, especially regarding licenses and drill down capabilities.
  • Users experience a steep learning curve with Datarails but find support helps in overcoming initial challenges.
  • Users find the backend complexity of Datarails challenging, as tracing data points and connections can be cumbersome.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

Vena

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 independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

Average Rating: 4.5/5.0

Total Reviews: 476

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users find the setup difficulty of Vena challenging, often requiring additional support and extended implementation times.

What Are Recent G2 Reviews of Vena?

OneStream - Unified EPM

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

Average Rating: 4.6/5.0

Total Reviews: 150

Who Is the Company Behind OneStream - Unified EPM?

  • Seller: OneStream Software
  • Company Website:
  • HQ Location: Birmingham, Michigan, United States
  • LinkedIn® Page: www.linkedin.com
    1,681 employees on LinkedIn®
  • Ownership: Tom Shea, Bob Powers, Craig Colby
  • Phone: (248) 650-1490

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 62% Large, 28% Medium

What Do G2 Reviewers Say About OneStream - Unified EPM?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of OneStream, enjoying its intuitive workflows and easy learning curve.
  • Users value the flexibility and extensibility of OneStream for managing data across various needs and departments.
  • Users value the flexibility of OneStream, benefiting from its versatile and extensible EPM capabilities.
  • Users appreciate the robust reporting capabilities of OneStream, fostering creativity and connectivity across departments.
  • Users value the flexibility and versatility of OneStream, meeting diverse finance needs efficiently on a unified platform.
Cons
  • Users note a steep learning curve with OneStream, finding the system complex without solid background knowledge.
  • Users find the steep learning curve challenging, as some concepts aren't intuitive and require more in-depth training.
  • Users find the steep learning curve challenging, especially for non-technical individuals, requiring considerable time and effort.
  • Users find the complexity of OneStream daunting, especially with dashboarding and writing business rules without extensive knowledge.
  • Users find dashboard limitations challenging, citing difficulty in performance and lack of design flexibility.

What Are Recent G2 Reviews of OneStream - Unified EPM?

What Are G2 Users Discussing About OneStream - Unified EPM?

M2P Recon360

M2P’s Recon360 provides Financial Institutions comprehensive coverage for payment Reconciliation & Settlement using automated data matching & instant qualification across domestic, forex, and international transactions. This cloud-agnostic platform is capable to process any data set & file format with a highly configurable M2P rule engine. The platform comes with automated flex matching and configures action based on user request, gets instant data qualification & check during aggregation, and generates real-time reports. This ensures maximizing data matching with minimum manual intervention. Features: - Cloud based Platform: Cloud-native and cloud agnostics platform - Payments Hub: Platform customizable and configurable for Regulated FinTechs & Financial Institutions' requirements - End to End Payments Reconciliation: Provide comprehensive coverage across prepaid, credit, and debit cards with major card networks and digital channels - ROI: High ROI with an implementation Time of ~3 weeks - Cost: Flexible pricing model and cost structure based on business requirements - Onboarding Time: Faster onboarding in ~4 weeks - Dynamic Reporting Engine: Provides periodic and dynamic reporting for extraction, refund, settlements, reconciliation, and regulatory reports - Pre-configured rules: Defined rules for automated matching with variable tolerance for increased coverage and minimal manual intervention - Derivatives Reconciliation: Support derivatives reconciliation

Average Rating: 4.7/5.0

Total Reviews: 18

Who Is the Company Behind M2P Recon360?

Who Uses This Product?

  • Top Industries: Banking, Financial Services
  • Company Size: 32% Large, 29% Medium

What Do G2 Reviewers Say About M2P Recon360?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the automation capabilities of M2P Recon360, streamlining reconciliation processes and enhancing efficiency significantly.
  • Users love the ease of use of M2P Recon360, simplifying reconciliation and boosting productivity with its intuitive design.
  • Users appreciate M2P Recon360 for its efficiency and accuracy in streamlining reconciliation processes, enhancing operational productivity.
  • Users praise M2P Recon360 for its exceptional efficiency, simplifying reconciliation with automation and seamless integration.
  • Users value the time-saving automation of M2P Recon360, streamlining reconciliation processes and enhancing overall efficiency.
Cons
  • Users feel that Recon360 requires improved customer support to address high-priority issues promptly and effectively.
  • Users find that even minor updates involve a lengthy change management process, making adjustments cumbersome and time-consuming.
  • Users experience complexity in M2P Recon360, with slow performance and unnecessarily complicated action processes disrupting their workflow.
  • Users find the difficult setup process challenging, requiring significant effort to configure rules for their needs.
  • Users note that the implementation difficulties require significant setup effort to customize rules for their needs.

What Are Recent G2 Reviews of M2P Recon360?

Numeric

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

Average Rating: 4.8/5.0

Total Reviews: 66

Who Is the Company Behind Numeric?

Who Uses This Product?

  • Who Uses This: Accounting Manager
  • Top Industries: Computer Software, Accounting
  • Company Size: 64% Medium, 23% Small

What Do G2 Reviewers Say About Numeric?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Numeric, which streamlines organization and enhances efficiency during monthly closings.
  • Users appreciate the organization features of Numeric, which streamline task management and enhance efficiency during month-end close.
  • Users appreciate the task management features of Numeric, which streamline month-end closings and enhance organizational efficiency.
  • Users experience enhanced efficiency and transparency in the month-end close process with Numeric’s organized task management.
  • Users appreciate the clarity and structure Numeric provides for financial closings, enhancing collaboration and efficiency.
Cons
  • Users express a desire for limited functionality in features like OOO calendar support and year-over-year comparisons.
  • Users find limitations in customization frustrating, particularly regarding category deletion and recurring task dates.
  • Users struggle with inefficient task management due to forced sign-offs and error messages during crucial periods.
  • Users report encountering frequent bugs and internal errors in Numeric, especially during busy refresh periods.
  • Users experience delays due to website timeouts and lack of automation tools, hindering efficiency in closing tasks.

What Are Recent G2 Reviews of Numeric?

CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

Average Rating: 4.3/5.0

Total Reviews: 89

Who Is the Company Behind CCH Tagetik?

  • Seller: Wolters Kluwer
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Alphen Aan Den Rijn, The Netherlands
  • LinkedIn® Page: www.linkedin.com
    22,401 employees on LinkedIn®
  • Ownership: AMS:WKL

Who Uses This Product?

  • Top Industries: Banking, Insurance
  • Company Size: 54% Large, 27% Medium

What Do G2 Reviewers Say About CCH Tagetik?

AI-generated summary from verified user reviews

Pros
  • Users find CCH Tagetik to be an easy to use platform, streamlining daily tasks and optimizing workflows effortlessly.
  • Users appreciate the efficiency of CCH Tagetik, simplifying financial processes and enhancing budget forecasting effortlessly.
  • Users praise CCH Tagetik for its robust and user-friendly features, enhancing efficiency and simplifying financial processes.
  • Users value the powerful reporting features of CCH Tagetik, enabling quick implementation and seamless data integration.
  • Users appreciate the robust data management capabilities of CCH Tagetik, enhancing efficiency and streamlining financial processes.
Cons
  • Users find the learning curve steep, requiring significant effort and training for effective use of CCH Tagetik.
  • Users find the learning difficulty of CCH Tagetik challenging initially, requiring significant effort and training to master.
  • Users find the initial setup and interface complexity of CCH Tagetik to be time-consuming and challenging.
  • Users find the complex usability of CCH Tagetik challenging, requiring significant effort and training to navigate effectively.
  • Users find the complex setup of CCH Tagetik time-consuming and challenging, requiring significant training and effort.

What Are Recent G2 Reviews of CCH Tagetik?

What Are G2 Users Discussing About CCH Tagetik?

Prophix Software

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 225

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 57% Medium, 36% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users find Prophix Software to be time-saving, simplifying data gathering and enhancing workflow efficiency for all departments.
  • Users appreciate the automation capabilities of Prophix, enhancing data consolidation and reporting efficiency across the board.
Cons
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Bluecopa

Most enterprise finance stacks are a fragmented collection of point solutions — AR, AP, reconciliation, and close all managed in separate tools that don't talk to each other. Bluecopa is a unified, AI-native finance operations platform that connects Order-to-Cash, Procure-to-Pay, and Record-to-Report in one system. Powered by SamyxAI, the platform automates cash application, collections, deduction management, AP workflows, reconciliation, and financial close — so enterprise finance teams stay accurate, audit-ready, and fast at scale. Bluecopa integrates with 200+ ERP and business systems, is deployed on GCP, and is SOC 2 Type 2 and ISO 27001 certified. Finance leaders at Flipkart, Diversey, Purplle, Yatra, Porter, and Curefoods run on Bluecopa.

Average Rating: 4.8/5.0

Total Reviews: 26

Who Is the Company Behind Bluecopa?

  • Seller: Bluecopa
  • Year Founded: 2021
  • HQ Location: Hyderabad, IN
  • LinkedIn® Page: www.linkedin.com
    161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 38% Small

What Do G2 Reviewers Say About Bluecopa?

AI-generated summary from verified user reviews

Pros
  • Users value the time-saving capabilities of Bluecopa, streamlining complex finance operations across multiple teams.
  • Users value the fast reconciliation and automation features of Bluecopa, significantly reducing time spent on data processing.
  • Users appreciate the excellent customer support of Bluecopa, highlighting its hands-on and friendly assistance throughout the setup process.
  • Users value the ease of use of Bluecopa, enabling seamless collaboration and simplifying complex finance operations across teams.
  • Users value the effective collaboration provided by Bluecopa, streamlining operations across multiple finance teams.
Cons
  • Users face slow performance issues with Bluecopa, affecting task visibility and requiring assistance more often than preferred.
  • Users experience a notable learning curve with Bluecopa, requiring time to become proficient with the software.
  • Users find Bluecopa's limited functionality a drawback, as it lacks essential features for multi-location finance management.
  • Users experience occasional glitches and slow performance with Bluecopa, necessitating support intervention at times.
  • Users often face dashboard issues with Bluecopa, citing a need for improved functionality and more diverse reporting options.

What Are Recent G2 Reviews of Bluecopa?

Maxima

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 just coordinate the work - they pull data from your finance stack, detect anomalies and generate variance explanations, post journal entries with source data, reconcile to the general ledger, and integrate with your ERP to deliver SOX compliant, real-time close Our team brings together top fintech engineers from Google, Apple, Robinhood, Bolt, and Meta with former accountants and auditors from EY, PwC to solve a decades-old problem with agent prepared, human reviewed accounting.

Average Rating: 4.8/5.0

Total Reviews: 25

Who Is the Company Behind Maxima?

  • Seller: Maxima
  • Company Website:
  • Year Founded: 2024
  • HQ Location: San Mateo, US
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 44% Medium, 40% Large

What Do G2 Reviewers Say About Maxima?

AI-generated summary from verified user reviews

Pros
  • Users laud Maxima for its automation capabilities, streamlining workflows and enhancing efficiency in accounting processes.
  • Users commend Maxima for its responsive customer support and collaborative approach to improving the platform.
  • Users find Maxima's intuitive interface facilitates faster closing and efficient management of complex accounting workflows.
  • Users highlight significant productivity improvements with Maxima, enabling effortless accounting automation and streamlined workflows.
  • Users highlight Maxima's efficiency improvement, significantly reducing close times and enhancing productivity with automated workflows.
Cons
  • Users experience minor bugs with Maxima, but appreciate the team's quick response to resolve these issues.
  • Users find the limited customization options in Maxima manageable due to effective team support and alternative solutions.
  • Users express concerns about reconciliation issues, seeking clearer guidance and adjustments for smoother processing.

What Are Recent G2 Reviews of Maxima?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024