Best Invoice Management Software - Page 3

How Many Invoice Management Software Products Does G2 Track?

Total Products under this Category: 781

Category Stats (Sep 2026)

  • Average Rating: 4.47/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: PaperLess (+8.97%) - Among all products in this category, PaperLess recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Invoice Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 37,800+ Authentic Reviews
  • 781+ 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 Invoice Management Software

G2 Grid® for Invoice Management Software plotting products by satisfaction and market presence

Highlighted products: Xero, SAP Concur, BILL AP/AR, Stampli, Paylocity, Corpay Cross-Border, Qonto, and Payhawk.

Underlying data: [Grid® JSON](https://www.g2.com/categories/invoice-management/grids.json?focus%5B%5D=xero&focus%5B%5D=sap-concur&focus%5B%5D=bill-ap-ar&focus%5B%5D=stampli&focus%5B%5D=paylocity&focus%5B%5D=corpay-cross-border&focus%5B%5D=qonto&focus%5B%5D=payhawk)

Ottimate

Ottimate is an AI-native Accounts Payable (AP) automation platform that leverages the latest agentic technology to proactively identify opportunities to optimize cash flow and intelligently automate mundane tasks, enabling organizations to strategically maximize working capital while saving tens of thousands in labor costs. Built for unique, industry-specific workflows in hospitality, healthcare, and grocery, Ottimate centralizes AP across multiple locations and empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle. Beyond traditional automation, we give finance teams real-time intelligence, preemptively uncovering efficiency gaps, unexpected cost savings, and strengthening profitability. Insights that used to take 11+ hours to compile now surface within seconds, so teams can regain control of their AP and margins.

Average Rating: 4.6/5.0

Total Reviews: 201

How Do G2 Users Rate Ottimate?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Accounting: 8.7/10 (Category avg: 8.8/10)
  • Cashflow: 7.7/10 (Category avg: 8.4/10)
  • Payments: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Ottimate?

  • Seller: Ottimate
  • Company Website:
  • Year Founded: 2014
  • HQ Location: San Francisco, US
  • Twitter: @ottimate_ap
    605 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    267 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Accountant
  • Top Industries: Hospitality, Restaurants
  • Company Size: 54% Medium, 34% Small

What Do G2 Reviewers Say About Ottimate?

AI-generated summary from verified user reviews

Pros
  • Users find Ottimate very user-friendly, streamlining processes and enhancing efficiency in their Accounts Payable tasks.
  • Users appreciate the invoicing automation of Ottimate, significantly streamlining their Accounts Payable processes and enhancing efficiency.
  • Users value the time-saving features of Ottimate, greatly enhancing productivity and streamlining daily processes.
  • Users appreciate the automation of Ottimate, significantly reducing errors and saving time on tedious tasks.
  • Users appreciate the efficient billing process of Ottimate, significantly speeding up Accounts Payable operations.
Cons
  • Users express frustration with inefficient invoicing due to excessive notifications and inability to customize invoice numbers.
  • Users face challenges with export issues, including manual processes and inconsistent functionality across modules.
  • Users face integration issues with Ottimate, leading to reliance on support for resolution and difficulties syncing systems.
  • Users report slow performance in Ottimate, with noticeable delays in invoice processing and syncing issues.
  • Users report accuracy issues with Ottimate, including unintended inputs and erroneous error flags that disrupt workflow.

What Are Recent G2 Reviews of Ottimate?

What Are G2 Users Discussing About Ottimate?

Conexiom

Conexiom is an industry-leading SaaS solution designed for manufacturers and distributors to modernize their manual B2B quote-to-cash and procure-pay workflows. Leveraging artificial intelligence built on 20 years of deep industry expertise, Conexiom can tackle even complex orders in any format, from a variety of channels such as email, upload and ecommerce portal. It captures, corrects, and transforms emailed and file-based purchase orders, invoices and quotes into accurate ERP or cart entries, significantly enhancing operational efficiency and reducing errors, delays and unnecessary costs while delivering a flexible experience customers will love. By automating up to 85% of your manual order process workload and offering unique touchless processing capabilities, Conexiom frees inside sales teams to focus on customer engagement and relationship building rather than tedious data entry tasks, without asking buyers to change. The platform's ability to integrate seamlessly with existing ERP systems means that organizations can adopt Conexiom without overhauling their current infrastructure, and a newly developed quick configuration gets you set up and seeing value in days. Overall, Conexiom stands out in the market by offering a comprehensive solution that not only modernizes order entry but also transforms the overall customer experience, making it a valuable asset for manufacturers and distributors looking to enhance their operational efficiency and manage costs.

Average Rating: 4.6/5.0

Total Reviews: 66

How Do G2 Users Rate Conexiom?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Accounting: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Conexiom?

  • Seller: Conexiom
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Vancouver, British Columbia
  • Twitter: @ConexiomPowered
    949 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    172 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Electrical/Electronic Manufacturing
  • Company Size: 55% Medium, 24% Small

What Do G2 Reviewers Say About Conexiom?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of Conexiom, automating processes and significantly reducing order processing times.
  • Users value the time-saving automation of Conexiom, significantly reducing manual invoice processing for their teams.
  • Users praise Conexiom for its business growth facilitation, automating processes and significantly improving operational efficiency.
  • Users praise the ease of use of Conexiom, highlighting its streamlined setup and efficient order processing.
  • Users appreciate the easy implementation of Conexiom, streamlining onboarding and enhancing overall operational efficiency.
Cons
  • Users are frustrated by the expensive costs required to access all the new features of Conexiom.
  • Users express concern over missing features as not all updates are accessible without additional costs.
  • Users find the outdated updates frustrating, as new features aren't accessible without additional costs.
  • Users often face challenges due to poor customer support, particularly with confusion over the secure REST API setup.

What Are Recent G2 Reviews of Conexiom?

What Are G2 Users Discussing About Conexiom?

Sequence

Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.

Average Rating: 4.8/5.0

Total Reviews: 74

How Do G2 Users Rate Sequence?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 8.9/10)
  • Accounting: 9.3/10 (Category avg: 8.8/10)
  • Payments: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Sequence?

  • Seller: Sequence HQ
  • Year Founded: 2021
  • HQ Location: London, UK
  • Twitter: @SequenceHQ_
    344 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 70% Small, 30% Medium

What Do G2 Reviewers Say About Sequence?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Sequence, appreciating its intuitive UI and straightforward setup for seamless operations.
  • Users praise the exceptional customer support from Sequence, highlighting their responsiveness and dedication to user satisfaction.
  • Users appreciate the seamless Stripe integration of Sequence, simplifying billing and reducing revenue leakage effortlessly.
  • Users find the easy setup of Sequence enhances their billing cycles, making management smooth and efficient.
  • Users value the automated invoicing feature of Sequence, enhancing efficiency and improving the overall billing process.
Cons
  • Users note the missing features in Sequence, expressing a desire for enhanced customization and advanced options.
  • Users experience billing issues due to unclear communication and complexities in managing pricing and schedules independently.
  • Users report bug issues in Sequence, but appreciate the team's quick response and effective support for fixes.
  • Users experience integration issues with certain systems, requiring additional configuration and manual processes before full functionality.
  • Users note a lack of deeper customization in Sequence, which may not satisfy advanced users' needs.

What Are Recent G2 Reviews of Sequence?

vcita

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all.

Average Rating: 4.5/5.0

Total Reviews: 79

How Do G2 Users Rate vcita?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Accounting: 8.3/10 (Category avg: 8.8/10)
  • Payments: 9.8/10 (Category avg: 8.8/10)

Who Is the Company Behind vcita?

  • Seller: vcita
  • Year Founded: 2010
  • HQ Location: St. Petersburg Florida
  • Twitter: @vCita
    1,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    140 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Alternative Medicine, Marketing and Advertising
  • Company Size: 86% Small, 11% Medium

What Do G2 Reviewers Say About vcita?

AI-generated summary from verified user reviews

Pros
  • Users find vcita's ease of use exceptional, benefiting from seamless integrations and automated features that enhance productivity.
  • Users love the automated reminders and bookings, making client management seamless and efficient for their businesses.
  • Users commend the exceptional customer support from vcita, providing quick assistance and helpful solutions for their needs.
  • Users appreciate the seamless integration capabilities of vcita, enhancing client interaction and streamlining business management.
  • Users value the seamless integration options of vcita, enhancing client interaction and streamlining business operations.
Cons
  • Users face integration issues with vcita, particularly with Google Calendar syncing and availability inaccuracies.
  • Users express frustration over missing features like partial refunds, limited uploads, and costly adjustments to templates.
  • Users find vcita expensive, facing additional costs for basic adjustments and limitations on document uploads.
  • Users find the lack of integration with other services frustrating, leading to disjointed workflows and inefficiencies.
  • Users report linking issues with vcita, resulting in syncing problems and miscommunication with other platforms.

What Are Recent G2 Reviews of vcita?

What Are G2 Users Discussing About vcita?

RazorPayX Corporate Cards

RazorpayX Corporate Cards are tailored financial solutions designed to empower India's tech-first and internet-first businesses by providing seamless access to credit and enhanced control over operational expenses. These cards offer credit limits of up to ₹2 crore without requiring collateral, enabling businesses to manage cash flow effectively and preserve personal credit scores. Key Features and Functionality: - High Credit Limits: Access up to ₹2 crore in credit without collateral, facilitating significant business expenditures. - Seamless Integration: Integrates with the RazorpayX dashboard, providing real-time visibility and control over company-wide expenses. - Cost Efficiencies: Leverage the Savings Negotiator Concierge to unlock up to 30% savings on over 500 curated SaaS, technology, and marketing platforms. - Cashback Rewards: Earn cashback on key technology and marketing expenses, enhancing cost-effectiveness. - Competitive Forex Rates: Benefit from low markup fees of 2.5% on foreign exchange transactions, reducing international payment costs. - Tax Payment Integration: Pay GST returns directly using the card, streamlining complex financial operations. Primary Value and User Solutions: RazorpayX Corporate Cards address the significant credit gap faced by Indian startups and mid-sized businesses, which often encounter barriers to accessing traditional financial systems. By offering collateral-free credit with substantial limits, these cards empower founders and finance teams to manage operational expenses efficiently, maintain liquidity, and focus on business growth without the burden of personal financial risk.

Average Rating: 4.6/5.0

Total Reviews: 23

How Do G2 Users Rate RazorPayX Corporate Cards?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Accounting: 8.1/10 (Category avg: 8.8/10)
  • Cashflow: 9.0/10 (Category avg: 8.4/10)
  • Payments: 9.3/10 (Category avg: 8.8/10)

Who Is the Company Behind RazorPayX Corporate Cards?

  • Seller: Razorpay
  • Year Founded: 2014
  • HQ Location: Bengaluru, Karnataka, India
  • Twitter: @Razorpay
    31,159 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,037 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 52% Medium, 43% Small

What Are Recent G2 Reviews of RazorPayX Corporate Cards?

Webexpenses

Webexpenses is a comprehensive spend management solution designed to assist organizations in effectively managing their financial expenditures. This platform integrates smart Expense Cards with cloud-based software, enabling businesses to gain complete control over their spending activities. Catering to finance teams across various industries and company sizes, Webexpenses automates expense management processes, enforces financial policies, and helps control costs, ultimately allowing companies to allocate resources more efficiently towards growth initiatives. The target audience for Webexpenses includes finance professionals and teams within organizations that seek to streamline their expense management processes. With over 2,000 finance teams utilizing the platform in more than 70 countries, it is evident that Webexpenses addresses a critical need for businesses looking to enhance their financial oversight. The solution is particularly beneficial for organizations that experience high travel and entertainment (T&E) expenses, as it provides tools to reduce spending by up to 30%. Webexpenses offers a range of specific use cases that enhance operational efficiency. For direct company spending, the integrated Expense Cards automate transaction processing, feeding data into the platform in real-time. This feature not only simplifies expense tracking but also ensures that finance teams have immediate access to spending data. For out-of-pocket expenses, users can conveniently create claims by scanning receipts using the intuitive mobile app. This functionality enhances visibility for finance teams and ensures compliance with company policies at the point of sale, significantly improving the overall expense management experience. In addition to expense tracking, Webexpenses provides a unified platform for total spend management, which includes features for invoice processing, payments, and advanced auditing of all transactions. The platform's robust tools are designed to detect errors, prevent fraudulent activities, and maximize tax reclaims. By offering these capabilities, Webexpenses helps organizations achieve compliance while simultaneously saving money and reducing administrative burdens associated with financial management. The combination of automation, policy enforcement, and cost control makes Webexpenses a valuable asset for any organization looking to optimize its spend management processes. By leveraging this platform, businesses can streamline their financial operations, improve visibility into spending patterns, and ultimately drive better financial outcomes.

Average Rating: 4.3/5.0

Total Reviews: 2,372

How Do G2 Users Rate Webexpenses?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Accounting: 8.3/10 (Category avg: 8.8/10)
  • Cashflow: 7.9/10 (Category avg: 8.4/10)
  • Payments: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Webexpenses?

  • Seller: Signifo
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Witney
  • Twitter: @webexpenses
    2,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    138 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager, Account Manager
  • Top Industries: Financial Services, Construction
  • Company Size: 53% Medium, 28% Large

What Do G2 Reviewers Say About Webexpenses?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Webexpenses, allowing for quick and convenient expense management on any device.
  • Users value the ease of use of Webexpenses, praising its intuitive design and streamlined approval process.
  • Users love how Webexpenses offers easy upload features that simplify expense claims and automate reimbursements efficiently.
  • Users appreciate the user-friendly interface of Webexpenses, which simplifies expense management and enhances efficiency.
  • Users value the simplicity and ease of navigation in Webexpenses, making expense claims straightforward and efficient.
Cons
  • Users find the receipt management process slow and glitchy, complicating their experience with uploading and viewing receipts.
  • Users experience receipt scanning issues, with delays and glitches affecting submission and viewing processes.
  • Users frequently face upload issues, finding the process slow and cumbersome when adding repeated receipts to claims.
  • Users find the navigation complicated, especially new ones struggling with features and mobile usability issues.
  • Users report confusing design issues in Webexpenses, impacting navigation and overall user experience significantly.

What Are Recent G2 Reviews of Webexpenses?

Zip

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before. The world’s most influential enterprises trust Zip, including T-Mobile, Anthropic, AMD, Mars, Dollar Tree, OpenAI, and more. Together they’ve saved over $6 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA. Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

Average Rating: 4.6/5.0

Total Reviews: 138

How Do G2 Users Rate Zip?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Accounting: 8.6/10 (Category avg: 8.8/10)
  • Cashflow: 7.0/10 (Category avg: 8.4/10)
  • Payments: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Zip?

  • Seller: Zip
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • Twitter: @theziphq
    536 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,380 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Head of Procurement, Procurement Specialist
  • Top Industries: Computer Software, Financial Services
  • Company Size: 54% Medium, 38% Large

What Do G2 Reviewers Say About Zip?

AI-generated summary from verified user reviews

Pros
  • Users commend Zip for its ease of use, appreciating its user-friendly design and flexibility in workflows.
  • Users commend Zip for its efficient intake-to-pay process, streamlining workflows and enhancing overall productivity.
  • Users appreciate the dynamic and user-friendly features of Zip, allowing easy adjustments to workflows and questions.
  • Users find Zip to be an intuitive and user-friendly tool, enhancing flexibility and ease for all stakeholders.
  • Users love the automation features of Zip, streamlining procurement processes and enhancing efficiency across departments.
Cons
  • Users find Zip's admin features and reporting capabilities lacking, leading to frustration and limited control over functionalities.
  • Users find limited customization in Zip, particularly in reporting and integration features, hindering overall effectiveness.
  • Users find limited features in Zip, desiring more capabilities for contract management and enhanced reporting options.
  • Users experience poor reporting capabilities in Zip, making data extraction and analytics frustratingly difficult.
  • Users find the admin features lacking in Zip, feeling restrictive and preferring more independent control.

What Are Recent G2 Reviews of Zip?

What Are G2 Users Discussing About Zip?

Volopay

Volopay is a financial solution provider that offers corporate cards, automated expense management, and accounting integrations that streamline financial operations, helping businesses save time and money while elevating the role of their finance teams. We are obsessed with empowering finance teams, transforming them from simple bookkeepers into strategic assets within organizations. Aspiring to drive change across the APAC region, we aim to become the go-to financial partner for businesses seeking growth and efficiency.

Average Rating: 4.3/5.0

Total Reviews: 107

How Do G2 Users Rate Volopay?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Accounting: 8.7/10 (Category avg: 8.8/10)
  • Cashflow: 9.0/10 (Category avg: 8.4/10)
  • Payments: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Volopay?

  • Seller: Volopay
  • Year Founded: 2020
  • HQ Location: Singapore
  • Twitter: @volopay
    268 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    132 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Finance Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 46% Medium, 44% Small

What Do G2 Reviewers Say About Volopay?

AI-generated summary from verified user reviews

Pros
  • Users highlight the responsive and helpful customer support of Volopay, enhancing their overall experience significantly.
  • Users praise the ease of use of Volopay, enjoying its user-friendly interface and excellent customer support.
  • Users value the speed and convenience of Volopay's virtual cards for seamless transactions and tracking.
  • Users commend Volopay for its helpful support team, significantly enhancing their expense management experience and integration ease.
  • Users praise Volopay for its simplicity, highlighting its easy-to-use platform and seamless payment experience.
Cons
  • Users face card issues with Volopay, including declines at physical locations and challenges tracking transaction details.
  • Users find Volopay expensive, particularly small businesses that struggle with the pricing structure and transaction fees.
  • Users experience approval issues with virtual cards, leading to declined transactions at certain merchants and locations.
  • Users express concerns about budgeting issues, particularly regarding high costs for small businesses using Volopay.
  • Users find the user interface complex at times, noting a need for a more intuitive navigation experience.

What Are Recent G2 Reviews of Volopay?

What Are G2 Users Discussing About Volopay?

WorkflowMAX

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)

Who Is the Company Behind WorkflowMAX?

  • Seller: WorkflowMAX
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Melbourne
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 76% Small, 14% Medium

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users find WorkflowMax to be easy to use and customize, enhancing their experience with minimal onboarding required.
  • Users appreciate the time tracking simplicity of WorkflowMAX, enhancing productivity and streamlining project management.
  • Users value the easy integration of WorkflowMAX with Xero, enhancing their streamlined invoicing process without double handling.
  • Users appreciate the seamless integration with Xero, enhancing workflow efficiency and minimizing invoice handling.
  • Users love the ease of use of WorkflowMax for managing projects seamlessly and efficiently from start to finish.
Cons
  • Users find the missing features of WorkflowMAX, like multi-currency billing, hinder effective task management.
  • Users find the limited functionality of WorkflowMAX frustrating, noting inefficiencies and outdated processes affecting usability.
  • Users face billing issues, including multi-currency needs and invoice discrepancies that hinder smooth transaction management.
  • Users find that time consumption is an issue with WorkflowMAX due to slow entry processes and multiple clicks.
  • Users express frustration over invoicing problems like discrepancies in quoted and invoice values and missing multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

Pivot

Pivot is a consumer-grade procurement software that helps companies keep their spend under control while enhancing their teams. Native integrations with ERPs and company tools allow implementation in just a few weeks. Intuitive interfaces foster employee adoption, avoiding the need for training. For finance, legal, compliance and security teams, Pivot offers automations that dramatically reduce manual work and endless email threads.

Average Rating: 4.9/5.0

Total Reviews: 27

How Do G2 Users Rate Pivot?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • Accounting: 9.3/10 (Category avg: 8.8/10)
  • Cashflow: 9.3/10 (Category avg: 8.4/10)
  • Payments: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Pivot?

  • Seller: Pivot
  • Year Founded: 2023
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    118 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 81% Medium, 11% Small

What Do G2 Reviewers Say About Pivot?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Pivot, enjoying a simple workflow and excellent customer support.
  • Users love the simple interface of Pivot, which ensures quick onboarding and an excellent user experience.
  • Users value the excellent visibility provided by Pivot, making the procurement process simple and transparent.
  • Users find easy implementation of Pivot beneficial, enhancing usability and team collaboration effortlessly.
  • Users praise the setup ease of Pivot, enjoying a smooth onboarding process and quick implementation.
Cons
  • Users report bug issues with Pivot, though the team promptly addresses and resolves them with feedback.
  • Users note the absence of key features like analytics and sourcing, though they're reportedly in development.
  • Users report occasional software bugs, but the Pivot team promptly addresses and resolves these issues quickly.
  • Users are frustrated by the lack of integrated dashboards in Pivot, impacting their ability to analyze data effectively.
  • Users are disappointed by the lack of integrated dashboards, which hinders their overall experience with Pivot.

What Are Recent G2 Reviews of Pivot?

Rillion

Rillion – AP Automation software for efficient invoice and payment processing Rillion is an accounts payable (AP) automation software that streamlines invoice processing, approvals, and B2B payments. Designed to reduce manual work and improve financial control, Rillion enables AP teams to automate workflows, gain better visibility into cash flow, and enhance compliance. The platform integrates with multiple ERPs and supports midsized organizations across various industries and locations. A core part of the solution is the AI-native invoice capture capability using large language model (LLM) technology. Unlike traditional OCR solutions that rely on templates and predefined formats, Rillion Capture interprets the full invoice content to extract accurate data from both standard and complex invoice layouts –helping increase automation and reduce the need for manual corrections. Key features & unique attributes Rillion automates the purchase-to-pay process while providing flexibility for businesses to customize workflows and enhance security. ✔ AI-powered invoice processing – Automates data capture, invoice coding, approvals, and PO matching. LLM-based capture enables accurate extraction of both header and line-level data without requiring templates or extensive setup. ✔ Multi-entity integration – Manage AP processes across multiple business units while maintaining centralized control. ✔ Customization of workflows – Adapt approval processes and invoice handling to align with internal policies. ✔ Payments as a Service – Enable secure B2B transactions, including virtual card payments and automated reconciliation. ✔ Multi-location support – Streamline AP processes across different offices, departments, or regions with unlimited user access. ✔ Advanced analytics & audit trails – Provides real-time reporting tools, a searchable invoice archive, and a complete time-stamped audit trail for financial oversight. ✔ Seamless ERP integrations – Connects with Microsoft Dynamics BC & F&O, Sage Intacct & X3, SAP B1, Oracle NetSuite, and other popular ERP systems. Value & business impact By leveraging AI-powered automation and secure payment processing, Rillion delivers measurable benefits to AP teams and finance departments: ✔ Higher automation while ensuring compliance with internal policies and external regulations. ✔ Improved cost control and cash flow visibility through real-time tracking and reporting. ✔ AI-powered workflows that adapt over time, reducing manual intervention and increasing efficiency. ✔ Fraud risk reduction with digital payments and virtual cards, minimizing exposure to financial threats. ✔ Time savings on manual reconciliation and payment processing, allowing AP teams to focus on strategic tasks. ✔ Reduced manual effort in invoice validation through more accurate data capture from day one enabled by LLM-based technology. Compliance & security Rillion meets industry security and compliance standards, including SOC 1 & 2, HIPAA, GDPR, and PEPPOL. The platform is also trusted by U.S. and international banks for secure, compliant AP processing. By automating AP workflows and integrating seamlessly with existing financial systems, Rillion helps organizations optimize efficiency, reduce costs, and gain full control over accounts payable operations.

Average Rating: 4.2/5.0

Total Reviews: 129

How Do G2 Users Rate Rillion?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Accounting: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Rillion?

  • Seller: Rillion
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Stockholm, SE
  • Twitter: @RillionGlobal
    67 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    191 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate, Accounting
  • Company Size: 66% Medium, 27% Small

What Do G2 Reviewers Say About Rillion?

AI-generated summary from verified user reviews

Pros
  • Users love Rillion's ease of use, simplifying workflows and streamlining invoice approvals effortlessly.
  • Users value Rillion's simplicity and excellent support, enabling efficient accounts payable management and seamless integration.
  • Users appreciate the responsive and helpful customer support, enhancing their experience with Rillion for effective implementation.
  • Users find Rillion intuitive and easy to use, providing accessible information and a straightforward user experience.
  • Users praise Rillion for its tracking ease, facilitating effortless oversight of approval flows and invoice statuses.
Cons
  • Users find the default invoice view small on laptops and experience clumsiness with workflows and tab limitations.
  • Users find the search function difficult, leading to a frustrating experience when retrieving invoices or vendors.
  • Users face a steep learning curve initially, but functionality improves significantly with practice and training.
  • Users find Rillion not user-friendly, struggling with its unintuitive interface and errors when managing requests and vendors.
  • Users find the missing features of Rillion frustrating, especially in bulk updates and managing multiple sessions efficiently.

What Are Recent G2 Reviews of Rillion?

What Are G2 Users Discussing About Rillion?

MineralTree

MineralTree provides secure, easy-to-use, end-to-end Accounts Payable and payment automation solutions that reduce costs by more than 75%, increase visibility and control, mitigate fraud and risk, while improving cash flow. More than 2,000 mid-sized companies, as well as several financial institutions, rely on MineralTree to help transform the finance function from a cost center to a profit center. With MineralTree, you can be up and running in days.

Average Rating: 4.5/5.0

Total Reviews: 161

How Do G2 Users Rate MineralTree?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Accounting: 8.9/10 (Category avg: 8.8/10)
  • Cashflow: 7.4/10 (Category avg: 8.4/10)
  • Payments: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind MineralTree?

  • Seller: Global Payments
  • Company Website:
  • Year Founded: 1967
  • HQ Location: Atlanta, US
  • Twitter: @GlobalPayInc
    6,042 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18,549 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Controller
  • Top Industries: Accounting, Non-Profit Organization Management
  • Company Size: 62% Medium, 39% Small

What Do G2 Reviewers Say About MineralTree?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in MineralTree, streamlining invoice management and enhancing payment efficiency.
  • Users commend the fantastic customer support of MineralTree, highlighting its responsiveness and user-friendly portal.
  • Users appreciate the seamless integrations MineralTree offers with ERP systems, enhancing efficiency in invoice management and approvals.
  • Users appreciate the efficiency of MineralTree in streamlining invoice management and reducing processing time significantly.
  • Users value the fast and efficient payment processing of MineralTree, enhancing the overall invoicing experience.
Cons
  • Users report significant technical issues with MineralTree, including syncing problems and ineffective invoice capture functionality.
  • Users report integration issues with MineralTree, leading to payment discrepancies and difficulties in ERP synchronization.
  • Users experience significant connectivity issues with MineralTree, raising concerns about data loss and functionality.
  • Users face invoicing issues with MineralTree, such as slow approval visibility and difficulties with invoice capture efficiency.
  • Users express frustration over the missing features like direct credit application and invoice status options in MineralTree.

What Are Recent G2 Reviews of MineralTree?

What Are G2 Users Discussing About MineralTree?

Method CRM

Method CRM is the #1-rated CRM for businesses using QuickBooks — a customizable CRM that adapts to your business, not the other way around. Instead of forcing teams to change their processes to fit the software, Method lets them build the workflows, screens, and automations their business actually uses, without developer resources or enterprise pricing. Method fills the gap between QuickBooks and rigid, one-size-fits-all CRMs. With real-time, two-way sync, teams manage leads, customers, estimates, invoices, and payments in one place while accounting data stays current in both systems. Customers can approve estimates, sign proposals, and pay invoices online through a branded 24/7 portal, streamlining every step from lead to payment. Automating this busywork — fewer steps, less retyping, fewer errors — saves teams hours every week. Nearly 4,000 businesses across construction, field services, manufacturing, warehousing, and professional services trust Method to support the workflows their industries rely on daily. Every account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including a free hour of customization to tailor Method to your business.

Average Rating: 4.4/5.0

Total Reviews: 337

How Do G2 Users Rate Method CRM?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Accounting: 8.3/10 (Category avg: 8.8/10)
  • Cashflow: 8.3/10 (Category avg: 8.4/10)
  • Payments: 7.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Method CRM?

  • Seller: Method Integration Inc.
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Toronto
  • Twitter: @MethodCRM
    2,075 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    112 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Construction, Wholesale
  • Company Size: 88% Small, 10% Medium

What Do G2 Reviewers Say About Method CRM?

AI-generated summary from verified user reviews

Pros
  • Users find Method CRM to be easy to use, enhancing organization and data management for efficient workflow.
  • Users enjoy the outstanding customization options of Method CRM, tailoring workflows to enhance their operational efficiency.
  • Users value the seamless integration with QuickBooks, enhancing their CRM and accounting functionality for improved efficiency.
  • Users value the responsive customer support of Method CRM, ensuring quick assistance and effective solutions whenever needed.
  • Users highlight the extensive customization options of Method CRM, enabling tailored workflows that enhance operational efficiency.
Cons
  • Users find the learning curve for Method CRM steep, complicating initial setup and familiarity with its features.
  • Users experience limited customization, as changes often require costly developer support and can complicate the system.
  • Users experience several glitches and performance issues, particularly with the mobile app and integration syncing.
  • Users find customization costs for Method CRM to be a significant financial burden, impacting overall affordability.
  • Users note the missing features in Method CRM, wishing for improved reporting and comprehensive all-in-one capabilities.

What Are Recent G2 Reviews of Method CRM?

What Are G2 Users Discussing About Method CRM?

Spendesk

Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, and an easily adopted approval process, Spendesk’s single solution makes agile, efficient spending easy for employees. It gives finance leaders complete visibility across company spend. With the launch of its Procure-to-Pay solution, Spendesk is the first European platform to fully integrate procurement and spend management for businesses of up to 1,000 employees.

Average Rating: 4.6/5.0

Total Reviews: 418

How Do G2 Users Rate Spendesk?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Accounting: 8.4/10 (Category avg: 8.8/10)
  • Cashflow: 8.5/10 (Category avg: 8.4/10)
  • Payments: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Spendesk?

  • Seller: Spendesk
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Paris, Île-de-France
  • Twitter: @Spendesk
    2,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    336 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 33% Small

What Do G2 Reviewers Say About Spendesk?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Spendesk, highlighting its intuitive interface and clear expense tracking process.
  • Users feel that Spendesk lacks timely customer support, impacting their overall satisfaction with the service.
  • Users feel the customer support of Spendesk has declined, impacting their overall experience negatively.
  • Users appreciate the ease of understanding of Spendesk, making it simple to track and order finances.
  • Users value the easy submission process of Spendesk, enjoying its user-friendly interface and efficient expense management.
Cons
  • Users report approval issues with Spendesk, facing delays and lack of support that hinder daily operations.
  • Users report severe credit issues with Spendesk, facing unresponsive support and lost funds during urgent business needs.
  • Users report significant delays in support response, leading to frustration and disruption in their purchasing processes.
  • Users report significant payment issues with Spendesk, citing inaccessible funds and poor customer support response.
  • Users report significant processing delays with Spendesk, impacting accessibility to funds and urgent business transactions.

What Are Recent G2 Reviews of Spendesk?

What Are G2 Users Discussing About Spendesk?

DOKKA

DOKKA helps over 3,500 companies transform accounting operations with agentic AI that executes repetitive, process-driven work on behalf of finance teams. Our platform spans two core areas: Accounts Payable Automation and Financial Close Automation. In AP, DOKKA deploys AI agents to capture and process invoices, match POs, route approvals, and prepare transactions for the ERP — reducing invoice processing time by up to 80%. For the financial close, DOKKA’s AI agents execute reconciliations, journal entries, accruals, consolidation, flux analysis, and reporting workflows, helping finance teams close faster with less manual work. Across both AP and Close, DOKKA shifts the role of accounting teams from manually executing processes to reviewing, approving, and supervising AI-driven workflows — with structured controls, audit trails, and the ERP remaining the system of record. DOKKA is building the agentic execution layer for modern finance. Learn more at DOKKA.com.

Average Rating: 4.8/5.0

Total Reviews: 46

How Do G2 Users Rate DOKKA?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 8.9/10)
  • Accounting: 8.6/10 (Category avg: 8.8/10)
  • Cashflow: 5.8/10 (Category avg: 8.4/10)
  • Payments: 7.6/10 (Category avg: 8.8/10)

Who Is the Company Behind DOKKA?

  • Seller: DOKKA.com
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York, US
  • Twitter: @dokkame
    168 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    107 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 57% Medium, 41% Small

What Do G2 Reviewers Say About DOKKA?

AI-generated summary from verified user reviews

Pros
  • Users value the personalized training and responsive support from Dokka, enhancing their onboarding experience significantly.
  • Users appreciate the ease of use of DOKKA, noting its quick setup and helpful personalized training.
  • Users highlight the easy integrations with systems like Netsuite, enhancing the overall efficiency and user experience.
  • Users value the time-saving efficiency of Dokka, significantly enhancing their workflow and allowing better focus on tasks.
  • Users appreciate the smooth and efficient approval process in Dokka, enhancing communication and saving time significantly.
Cons
  • Users find the limited functionality of DOKKA inadequate, wishing for enhanced features and reporting capabilities.
  • Users find the approval flow process lacking functionality, making it challenging to navigate and complete tasks efficiently.
  • Users desire a better sorting function in DOKKA to manage the clutter caused by numerous invoices.
  • Users find the complicated reporting in DOKKA lacking, wishing for clearer metrics and better functionality.
  • Users desire a better sorting function for managing high volumes of invoices more effectively in DOKKA.

What Are Recent G2 Reviews of DOKKA?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated April 9, 2026