# Best Other Finance & Admin. Software - Page 3

## How Many Other Finance & Admin. Software Products Does G2 Track?

**Total Products under this Category:** 618

### Category Stats (Aug 2026)

- **Average Rating:** 4.41/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Fiplana (+12.5%) - Among all products in this category, Fiplana recorded the largest rating increase compared to last month

_Last updated: August 05, 2026_

## How Does G2 Rank Other Finance & Admin. Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,200+ Authentic Reviews
- 618+ 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 Other Finance & Admin. Software
 ![G2 Grid® for Other Finance & Admin. Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance-admin/grids.png?focus%5B%5D=80374&focus%5B%5D=18561&focus%5B%5D=1329357&focus%5B%5D=20424&focus%5B%5D=60855&focus%5B%5D=1406664&focus%5B%5D=1304823&focus%5B%5D=127888)

Highlighted products: SaasAnt Transactions, Oracle Financial Reporting Compliance Cloud, Motus BYO, Symphony, Quicken, FinQuery Contract Management, Wands for SAP, and PayTraQer.

Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance-admin/grids.json?focus%5B%5D=saasant-saasant-transactions&focus%5B%5D=oracle-financial-reporting-compliance-cloud&focus%5B%5D=motus-byo&focus%5B%5D=symphony-symphony&focus%5B%5D=quicken&focus%5B%5D=finquery-contract-management&focus%5B%5D=insightsoftware-wands-for-sap&focus%5B%5D=paytraqer)

**Sponsored**

### Assembly Neos

Neos is personal injury case management software with intelligence built into every case file. It combines embedded intelligence, workflow automation, case and document management, native intake, and real-time dashboards to help firms handle more cases and drive better results for their clients. Neos has been consistently recognized as a G2 Leader in Legal Case Management, and its built-in AI, NeosAI, won the 2025 LegalTech Breakthrough Award for LegalTech Generative AI Solution of the Year. Key Features & Benefits Embedded Intelligence: Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. Collaboration & Communication: In-app calling, texting, emailing, and calendar management with full communication tracking. Streamlined Intake: Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a seamless transitions into a case. Secure Anywhere Access: Role-based permissions, encryption, and Microsoft Azure-backed AI with no third-party retention. Document Management: AI-enabled generation, templates, bulk sending, and full-text and OCR-enabled search across case files. Real-Time Insights: Custom dashboards, automated reporting, and performance audits to reduce per-case cost. Rich Integrations: Works with RingCentral/Zoom Phone, QuickBooks®, Office 365®, DocuSign®, LawToolBox, and more. Training & Support: 95%+ customer satisfaction, fast ticket resolution, and on-demand training resources. Neos has evolved and will continue to disrupt and transform the legal sector to meet the changing needs of modern law firms. Learn more at https://www.assemblysoftware.com/neos

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=68&secure%5Bchosen_at%5D=2026-08-15T08%3A40%3A52Z&secure%5Bdisplayable_resource_id%5D=352&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1237231&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1237231&secure%5Bresource_id%5D=68&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fother-finance-admin%3Fpage%3D3&secure%5Btoken%5D=ed6398e18e3b8e5fe22839f982eedeb06c0de9dfa255b258b36c90446b3d9581&secure%5Burl%5D=https%3A%2F%2Fwww.assemblysoftware.com%2Fneos%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dg2-clicks-consultation-q2-2026&secure%5Burl_type%5D=custom_url)

### [MS Project Jira Connector](https://www.g2.com/products/ms-project-jira-connector/reviews)

Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate MS Project Jira Connector?

- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind MS Project Jira Connector?

- **Seller:** [Advaiya Solutions](https://www.g2.com/sellers/advaiya-solutions)
- **Year Founded:** 2005
- **HQ Location:** Bellevue, US
- **Twitter:** @Advaiyasolns  
1,064 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8362c9b278827a10b039d00added9c9e8ab7187ea3defd33441cc26e269dd366&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvaiya-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
232 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 80% Large, 20% Small

#### What Are Recent G2 Reviews of MS Project Jira Connector?

**["It's easy to track project progress"](https://www.g2.com/survey_responses/ms-project-jira-connector-review-10712978)**

**Rating:** 5.0/5.0 stars

_— Chandra Sekhar M._

[Read full review](https://www.g2.com/survey_responses/ms-project-jira-connector-review-10712978)

**["Project connector into JIRA"](https://www.g2.com/survey_responses/ms-project-jira-connector-review-5219488)**

**Rating:** 4.0/5.0 stars

_— A E._

[Read full review](https://www.g2.com/survey_responses/ms-project-jira-connector-review-5219488)

#### What Are G2 Users Discussing About MS Project Jira Connector?

- [What does Ms Project Jira Connector do?](https://www.g2.com/discussions/ms-project-jira-connector-what-does-ms-project-jira-connector-do)
- [What does Ms Project Jira Connector do?](https://www.g2.com/discussions/what-does-ms-project-jira-connector-do)
- [Can MS Project integrate with Jira?](https://www.g2.com/discussions/can-ms-project-integrate-with-jira)
- [What is a Jira Connector?](https://www.g2.com/discussions/what-is-a-jira-connector)
- [Can Microsoft Project integrate with Jira?](https://www.g2.com/discussions/can-microsoft-project-integrate-with-jira)

### [Respaid](https://www.g2.com/products/respaid/reviews)

Respaid does Respectful B2B Collection powered by AI Customers like Deel, DoorDash, Twilio got 50% success rate within 20 days, no risk for their brand.

**Average Rating:** 5.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Respaid?

- **Ease of Use:** 9.3/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.7/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Respaid?

- **Seller:** [Respaid](https://www.g2.com/sellers/respaid)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3320bf899d80919a5e65818d3563f76b87c49326ce4697e9d235918624a46614&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frespaid&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Respaid?

**["Lightning-fast Collections!"](https://www.g2.com/survey_responses/respaid-review-11113205)**

**Rating:** 5.0/5.0 stars

_— Max R._

[Read full review](https://www.g2.com/survey_responses/respaid-review-11113205)

**["Respaid delivers top-tier collections while preserving client relationships—a true game-changer!"](https://www.g2.com/survey_responses/respaid-review-10892772)**

**Rating:** 5.0/5.0 stars

_— Christophe G._

[Read full review](https://www.g2.com/survey_responses/respaid-review-10892772)

### [Rightworks Transaction Pro](https://www.g2.com/products/rightworks-transaction-pro/reviews)

Whether you're onboarding new clients, cleaning up records, migrating data, or processing large transaction volumes, Transaction Pro for QuickBooks Desktop and QuickBooks Online makes data management simple. Import, export, and update accounting data from Excel, CSV, and text files in minutes—reducing errors and improving productivity across your accounting workflows.

**Average Rating:** 4.2/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Rightworks Transaction Pro?

- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Ease of Setup:** 7.8/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Rightworks Transaction Pro?

- **Seller:** [Rightworks](https://www.g2.com/sellers/rightworks)
- **Company Website:** rightworks.com
- **Year Founded:** 2002
- **HQ Location:** Nashua, NH
- **Twitter:** @Rightworks\_  
11,415 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e98bd864e9583bd66181d9b5a90caa0bdeb2c9d062c47c94d50c11e06b33f509&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F695193%2F&secure%5Burl_type%5D=linkedin_company_website)  
616 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Medium, 40% Small

#### What Are Recent G2 Reviews of Rightworks Transaction Pro?

**["Wonderful All-Around"](https://www.g2.com/survey_responses/rightworks-transaction-pro-review-5079603)**

**Rating:** 5.0/5.0 stars

_— Kendal S._

[Read full review](https://www.g2.com/survey_responses/rightworks-transaction-pro-review-5079603)

**["Transaction Pro review"](https://www.g2.com/survey_responses/rightworks-transaction-pro-review-10641717)**

**Rating:** 5.0/5.0 stars

_— barbara H._

[Read full review](https://www.g2.com/survey_responses/rightworks-transaction-pro-review-10641717)

#### What Are G2 Users Discussing About Rightworks Transaction Pro?

- [What is the latest version of Transaction Pro?](https://www.g2.com/discussions/what-is-the-latest-version-of-transaction-pro)
- [How do you use transaction pro?](https://www.g2.com/discussions/how-do-you-use-transaction-pro)
- [What is transaction pro?](https://www.g2.com/discussions/what-is-transaction-pro)

### [Svb](https://www.g2.com/products/svb/reviews)

Silicon Valley Bank (SVB is a financial institution dedicated to serving the innovation economy, offering a comprehensive suite of banking and financial services tailored for technology, life sciences, and venture capital sectors. With over 40 years of experience, SVB provides specialized solutions to support companies at every stage of their growth journey, from startups to established enterprises. Key Features and Functionality: - Business Banking: SVB offers business checking accounts, lending options, payment solutions, commercial cards, and a digital banking platform designed to meet the unique needs of innovative companies. - Global Business Solutions: The bank provides global banking services, including international payments and foreign exchange services, facilitating seamless global operations for clients. - Liquidity Management: SVB assists clients in managing their liquidity through cash management accounts and asset management services, helping optimize cash flow and investment strategies. - Global Fund Banking: With extensive experience in banking top funds, SVB offers specialized services for private equity and venture capital funds, supporting their unique financial needs. Primary Value and Solutions: SVB's primary value lies in its deep understanding of the innovation economy and its commitment to providing tailored financial solutions that address the specific challenges faced by technology and life sciences companies. By offering specialized banking services, global business solutions, and expert guidance, SVB empowers its clients to navigate the complexities of growth, manage liquidity effectively, and expand their operations globally. This comprehensive support enables companies to focus on innovation and scaling their businesses with confidence.

**Average Rating:** 4.2/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Svb?

- **Ease of Use:** 8.3/10 (Category avg: 8.8/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.7/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Svb?

- **Seller:** [Silicon Valley Bank](https://www.g2.com/sellers/silicon-valley-bank)
- **Year Founded:** 1983
- **HQ Location:** Santa Clara, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e15ef07cf04975ff58b337bce42fbfac927fb4af201469bfbf2d704bf2af170&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F492307%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,887 employees on LinkedIn®
- **Ownership:** NASDAQ: SIVB

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Small

#### What Are Recent G2 Reviews of Svb?

**["SVB’s Strong Startup Support Helps Companies Succeed"](https://www.g2.com/survey_responses/svb-review-12513992)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/svb-review-12513992)

**["Tailored Banking for Startups and Tech Companies"](https://www.g2.com/survey_responses/svb-review-12668642)**

**Rating:** 4.5/5.0 stars

_— Ignacio C._

[Read full review](https://www.g2.com/survey_responses/svb-review-12668642)

#### What Are G2 Users Discussing About Svb?

- [What is Svb used for?](https://www.g2.com/discussions/what-is-svb-used-for)

### [TaxTrex](https://www.g2.com/products/taxtrex/reviews)

Contact: TaxTrex Address: 1120 South Fwy Ste 127, Fort Worth, TX 76104, USA Phone: (817) 730-9726 Website: https://taxtrex.ai/ About: TaxTrex is a powerful AI-driven platform built specifically for R&D tax credits. It streamlines the entire claims process by guiding users step-by-step, helping them prepare and self-claim credits in as little as 90 minutes. With automated data capture, intelligent risk assessment, and audit-ready documentation, TaxTrex ensures speed, accuracy, and full compliance without the usual complexity.

**Average Rating:** 5.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate TaxTrex?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind TaxTrex?

- **Seller:** [TaxTrex](https://www.g2.com/sellers/taxtrex)
- **Year Founded:** 1984
- **HQ Location:** Fort Worth, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=999b6c04be5f9f4c70412b099749d1cee6bd4f823675828b0763e19b651116e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fswansonreed%2F&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®
- **Phone:** (817) 730-9726

#### Who Uses This Product?

- **Company Size:** 60% Medium, 20% Large

#### What Are Recent G2 Reviews of TaxTrex?

**["An Efficient Tool for Tax Credits"](https://www.g2.com/survey_responses/taxtrex-review-11682569)**

**Rating:** 5.0/5.0 stars

_— Matt A._

[Read full review](https://www.g2.com/survey_responses/taxtrex-review-11682569)

**["Efficient R&D Documentation"](https://www.g2.com/survey_responses/taxtrex-review-11711769)**

**Rating:** 5.0/5.0 stars

_— Mark E._

[Read full review](https://www.g2.com/survey_responses/taxtrex-review-11711769)

### [Archera](https://www.g2.com/products/archera/reviews)

Archera is a cloud cost management and procurement platform designed to help organizations optimize and de-risk their cloud spending on AWS and Azure. By offering tools for automated savings plan and reserved instance management, as well as unique commitment insurance and financing products, Archera enables businesses to achieve significant cost savings while maintaining flexibility in their cloud resource commitments. Key Features and Functionality: - Free Cloud Management Platform: Provides comprehensive management for savings plans, reserved instances, and committed use discounts, along with cost and usage visibility, and long-term forecasting and assessments. - Insured Commitments: Offers flexible-term, insurance-backed commitments that deliver savings on short-term cloud usage, reducing the risk of overcommitment. - Automated Commitment Optimization: Continuously analyzes usage patterns and automatically adjusts commitments to maximize savings while minimizing the risk of over-commitment. - Cost and Resource Usage Visualization: Enables organizations to attribute, track, and display costs and savings from complex billing instruments, facilitating strategic decision-making. - Professional Services: Provides targeted professional service offerings, including managed setup services, expert reviews of commitment strategies, and assistance with long-term forecasting and budgeting. Primary Value and Problem Solved: Archera addresses the complexities and risks associated with cloud resource procurement by offering a platform that automates cost optimization and provides financial products to mitigate the uncertainties of long-term commitments. By enabling flexible, short-term commitments and offering tools for comprehensive cost management, Archera empowers organizations to reduce cloud spending, avoid overcommitment, and focus on innovation without the burden of complex financial planning.

**Average Rating:** 4.6/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Archera?

- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Archera?

- **Seller:** [Archera](https://www.g2.com/sellers/archera)
- **Year Founded:** 2019
- **HQ Location:** Bellevue, WA
- **Twitter:** @ArcheraAi  
87 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6bdde5ce0a333b98b82f7e62e10c7cebc2eafb40e484781e8a5099d0be043bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Farchera-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 69% Small, 29% Medium

#### What Do G2 Reviewers Say About Archera?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **cost-saving capabilities** of Archera, making it essential for effective cloud spending optimization.
- Users highlight the **significant cost savings** Archera provides, especially for startups looking to optimize cloud spending.
- Users find Archera's interface to be **extremely user-friendly** , simplifying management and setup for cloud commitments.
- Users find Archera's **cost management features** exceptional, leading to significant savings and easy tracking of expenses.
- Users commend the **responsive and knowledgeable customer support** of Archera, enhancing their cloud optimization experience.

##### Cons

- Users report **billing issues** with Archera, particularly regarding challenges with the AWS marketplace for Indian addresses.
- Users find the **reservation interface complex** , but appreciate the helpful support available to assist with bookings.
- Users find the **dashboard confusing** , struggling to navigate the crowded UI and locate their settings.
- Users find the **dashboard and UI confusing** , noting it feels cluttered and makes navigation difficult.
- Users find the **steep learning curve** with Archera challenging initially, but it becomes manageable over time.

#### What Are Recent G2 Reviews of Archera?

**["Archera Simplifies Cloud Commitments with Clear Visibility and Fast Savings"](https://www.g2.com/survey_responses/archera-review-12622789)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/archera-review-12622789)

**["Archera Makes Cloud Cost Management Easy with Smart AI Recommendations"](https://www.g2.com/survey_responses/archera-review-12753478)**

**Rating:** 4.0/5.0 stars

_— Ritesh G._

[Read full review](https://www.g2.com/survey_responses/archera-review-12753478)

### [CashBook](https://www.g2.com/products/cashbook-cashbook/reviews)

CashBook is a digital record-keeping app using which you can add entries, segregate records and find overall balance instantly.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate CashBook?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CashBook?

- **Seller:** [CashBook](https://www.g2.com/sellers/cashbook-37d8cc52-78bb-4579-ac8d-0f1f04924e19)
- **Year Founded:** 2020
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=124f7a971758fe53e7a54e40c1f0f1d441365216cad422486addc4df01a23170&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fcashbookapp&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 25% Large

#### What Are Recent G2 Reviews of CashBook?

**["Its My New Buddy in Account Keeping"](https://www.g2.com/survey_responses/cashbook-review-7923329)**

**Rating:** 5.0/5.0 stars

_— Jagadeesh R._

[Read full review](https://www.g2.com/survey_responses/cashbook-review-7923329)

**["CashBook"](https://www.g2.com/survey_responses/cashbook-review-7752385)**

**Rating:** 5.0/5.0 stars

_— Catherine C._

[Read full review](https://www.g2.com/survey_responses/cashbook-review-7752385)

### [Cleo](https://www.g2.com/products/cleo-ai-cleo/reviews)

Cleo sits above your bank accounts and uses AI to analyse your spending and provide actionable insights. Users get a range of features such as easy spending trackers budget goal setting, whilst also help avoid overdraft charges like auto-savings or cash back rewards.

**Average Rating:** 3.6/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Cleo?

- **Ease of Use:** 5.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 0.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Cleo?

- **Seller:** [Cleo AI](https://www.g2.com/sellers/cleo-ai)
- **Year Founded:** 2016
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c71368da49ac5060fa5868645a9bed4b7b857480fa3ec974ca6a692bf9951f83&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcleo-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
508 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cleo?

**["Sass With Class"](https://www.g2.com/survey_responses/cleo-review-7658467)**

**Rating:** 5.0/5.0 stars

_— James M._

[Read full review](https://www.g2.com/survey_responses/cleo-review-7658467)

**["Cleo will borrow you small amounts of money when you need it, legit!"](https://www.g2.com/survey_responses/cleo-review-9438392)**

**Rating:** 5.0/5.0 stars

_— Crystal H._

[Read full review](https://www.g2.com/survey_responses/cleo-review-9438392)

#### What Are G2 Users Discussing About Cleo?

- [What is Cleo used for?](https://www.g2.com/discussions/what-is-cleo-used-for)

### [Corpora](https://www.g2.com/products/corpora/reviews)

Corpora.us Whether you're a startup founder, an employee, or an enterprise admin, we've got you covered on all things 83(b). One-off filers can use our platform to draft, sign, and track their 83(b) elections. Enterprise admins can use our portal to bulk draft hundreds of elections, invite their employees to review and sign, and track the progress of each election. Importantly, we'll take care of the rote work so you don't have to. For each 83(b) election order we receive, we meticulously prepare your package, send it off to the IRS, and track it for you – and share the IRS date-stamped copy of your filing if we get it back. Learn more at corpora.us.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Corpora?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Corpora?

- **Seller:** [Corpora](https://www.g2.com/sellers/corpora)
- **Year Founded:** 2022
- **HQ Location:** DE, USA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=574b47de2e079070feef3cfe07ae910740e8f2ce1b6d4e9af0c758eef68de262&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorporahq%2F&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Corpora?

**["A crucial moment in your business made easy"](https://www.g2.com/survey_responses/corpora-review-10705389)**

**Rating:** 5.0/5.0 stars

_— Jonathan E._

[Read full review](https://www.g2.com/survey_responses/corpora-review-10705389)

**["Corpora: The Best Solution for 83(b) Filing – Reliable, Affordable, and Stress-Free!"](https://www.g2.com/survey_responses/corpora-review-10337623)**

**Rating:** 5.0/5.0 stars

_— Peter H._

[Read full review](https://www.g2.com/survey_responses/corpora-review-10337623)

### [Practice Forward](https://www.g2.com/products/practice-forward/reviews)

Increase your value, help your clients, and build the firm of your dreams with Practice Forward. Practice Forward is the proven roadmap your accounting firm needs to get paid for the valuable knowledge, advice, and strategies you provide your clients. Develop and price your service menu, implement advisory-led sales processes, and standardize your advisory delivery, resulting in your firm being paid for the true value you bring to your clients. Practice Forward provides over 300 robust tools, fueled by personalized consulting, an interactive learning journey, and ongoing support from the Thomson Reuters Business Advisory consultants and Practice Forward peers. With Practice Forward, you can cross the line from transactional work to advisory relationships and capture the value you bring from your knowledge and expertise.

**Average Rating:** 4.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Practice Forward?

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 9.6/10 (Category avg: 8.9/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Practice Forward?

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters  
150,224 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website)  
36,619 employees on LinkedIn®
- **Ownership:** NYSE:TRI

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Practice Forward?

**["Learning modules offer useful instructions"](https://www.g2.com/survey_responses/practice-forward-review-10527563)**

**Rating:** 4.5/5.0 stars

_— Camille H._

[Read full review](https://www.g2.com/survey_responses/practice-forward-review-10527563)

**["Year 3"](https://www.g2.com/survey_responses/practice-forward-review-9901271)**

**Rating:** 5.0/5.0 stars

_— Erin B._

[Read full review](https://www.g2.com/survey_responses/practice-forward-review-9901271)

### [StartFleet.io](https://www.g2.com/products/startfleet-io/reviews)

The StartFleet platform offers global entrepreneurs worldwide a full-stack U.S. Company to run their online business

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate StartFleet.io?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind StartFleet.io?

- **Seller:** [StartFleet.io](https://www.g2.com/sellers/startfleet-io)
- **HQ Location:** CLAYMONT, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=63882cac661e44db89f34cdfb78c911188b84586be5090c346651bc4c97ffed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F86281959&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of StartFleet.io?

**["Excellent service"](https://www.g2.com/survey_responses/startfleet-io-review-6717556)**

**Rating:** 5.0/5.0 stars

_— Phumraphee S._

[Read full review](https://www.g2.com/survey_responses/startfleet-io-review-6717556)

**["Fantastic LLC formation support"](https://www.g2.com/survey_responses/startfleet-io-review-7143381)**

**Rating:** 5.0/5.0 stars

_— R R._

[Read full review](https://www.g2.com/survey_responses/startfleet-io-review-7143381)

#### What Are G2 Users Discussing About StartFleet.io?

- [What is StartFleet.io used for?](https://www.g2.com/discussions/what-is-startfleet-io-used-for)

### [STOCARD](https://www.g2.com/products/stocard/reviews)

Turn your phone into your wallet and redefine your everyday shopping experience.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate STOCARD?

- **Ease of Use:** 9.6/10 (Category avg: 8.8/10)
- **Ease of Setup:** 8.3/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind STOCARD?

- **Seller:** [STOCARD](https://www.g2.com/sellers/stocard)
- **Year Founded:** 2012
- **HQ Location:** Mannheim, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c283570b7d50bde9207d6383ceee90b023c25b7e8e6a5fe2db6f8c686c8b1fb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8627977&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of STOCARD?

**["Never lose access to a card again"](https://www.g2.com/survey_responses/stocard-review-6954168)**

**Rating:** 4.5/5.0 stars

_— Verified User in Non-Profit Organization Management_

[Read full review](https://www.g2.com/survey_responses/stocard-review-6954168)

**["easy solution to the many cards you'd otherwise have to carry"](https://www.g2.com/survey_responses/stocard-review-7228990)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/stocard-review-7228990)

#### What Are G2 Users Discussing About STOCARD?

- [Can I put my loyalty cards on my phone?](https://www.g2.com/discussions/can-i-put-my-loyalty-cards-on-my-phone)
- [Is the Stocard app free?](https://www.g2.com/discussions/is-the-stocard-app-free)
- [How does the Stocard app work?](https://www.g2.com/discussions/how-does-the-stocard-app-work)
- [Is Stocard a safe app?](https://www.g2.com/discussions/is-stocard-a-safe-app)

### [Stripe Atlas](https://www.g2.com/products/stripe-atlas/reviews)

Stripe Atlas is a fast, simple, and reliable way for founders anywhere in the world to start a US company. With Atlas you can incorporate your company, get your tax ID, set up equity for founders, choose your equity pool, select a bank account, and purchase your shares. It comes with free legal templates to help you run your business and exclusive perks with startup tools and services. More than 30,000 startups have used Atlas.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Stripe Atlas?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Stripe Atlas?

- **Seller:** [Stripe](https://www.g2.com/sellers/stripe)
- **Year Founded:** 2010
- **HQ Location:** San Francisco, CA
- **Twitter:** @stripe  
285,306 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b95d13a2f6710ce6a0d1f33f0d007176a318c2b622f6cbe55cdb7b3422dbb86d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2135371%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,464 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Stripe Atlas?

**["Great tool to set a company and manage cap table elements (eventually)"](https://www.g2.com/survey_responses/stripe-atlas-review-9087791)**

**Rating:** 4.5/5.0 stars

_— Ryan M._

[Read full review](https://www.g2.com/survey_responses/stripe-atlas-review-9087791)

**["The best way for startups to create a US company and go to the US market"](https://www.g2.com/survey_responses/stripe-atlas-review-4979666)**

**Rating:** 5.0/5.0 stars

_— Márk P._

[Read full review](https://www.g2.com/survey_responses/stripe-atlas-review-4979666)

#### What Are G2 Users Discussing About Stripe Atlas?

- [Does stripe Atlas open a bank account?](https://www.g2.com/discussions/does-stripe-atlas-open-a-bank-account)
- [When was stripe Atlas founded?](https://www.g2.com/discussions/when-was-stripe-atlas-founded)
- [What do you need for stripe Atlas?](https://www.g2.com/discussions/what-do-you-need-for-stripe-atlas)

### [bling.com.br](https://www.g2.com/products/bling-com-br/reviews)

ERP Saas platform. Billing. Brazilian leader for small companies

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate bling.com.br?

- **Ease of Use:** 10.0/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind bling.com.br?

- **Seller:** [Bling](https://www.g2.com/sellers/bling)
- **Year Founded:** 2008
- **HQ Location:** Bento Gonçalves, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6d72f90f28378d458dc40de90d0d463905ca0141ff8827fff757caf8197cdd3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbling-erp&secure%5Burl_type%5D=linkedin_company_website)  
472 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of bling.com.br?

**["The best ERP you've ever used!"](https://www.g2.com/survey_responses/bling-com-br-review-9523590)**

**Rating:** 5.0/5.0 stars

_— Luiz M._

[Read full review](https://www.g2.com/survey_responses/bling-com-br-review-9523590)

**["Ease and fair price"](https://www.g2.com/survey_responses/bling-com-br-review-10999533)**

**Rating:** 5.0/5.0 stars

_— Luciano F._

[Read full review](https://www.g2.com/survey_responses/bling-com-br-review-10999533)

### [Brigit](https://www.g2.com/products/brigit/reviews)

Providing a transparent and fair alternative that empowers everyday Americans so that they can make ends meet and get the financial relief they deserve.

**Average Rating:** 4.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Brigit?

- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Setup:** 10.0/10 (Category avg: 8.9/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Brigit?

- **Seller:** [Brigit](https://www.g2.com/sellers/brigit)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **Twitter:** @hellobrigitapp  
1,217 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e2bd8f1e98103fec2cfbe66407becfa958c3d1fccf9e99f943ae212d96dfab22&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhellobrigit%2F&secure%5Burl_type%5D=linkedin_company_website)  
125 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Large, 33% Small

#### What Are Recent G2 Reviews of Brigit?

**["Great tool for financials management"](https://www.g2.com/survey_responses/brigit-review-7080318)**

**Rating:** 4.0/5.0 stars

_— Sunita P._

[Read full review](https://www.g2.com/survey_responses/brigit-review-7080318)

**["An excellent service that needs to be offered by my more employers."](https://www.g2.com/survey_responses/brigit-review-3775881)**

**Rating:** 5.0/5.0 stars

_— Robert P._

[Read full review](https://www.g2.com/survey_responses/brigit-review-3775881)

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Similar Categories

- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
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- [Cross-border payments software](/categories/cross-border-payments-software)
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- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)

[Browse Other Finance & Admin. Themes](/categories/other-finance-admin/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 16, 2025

The other finance & admin category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a range of functionalities, from document management and financial data conversion to credit scoring and key performance indicator (KPI) management. They help businesses streamline operations, enhance productivity, and improve financial decision-making. Key features often include document scanning and storage, automated data entry, integration with accounting software, and advanced analytics. These tools are designed to improve efficiency, reduce manual errors, and provide valuable insights for better financial management.

To qualify for inclusion in the Other Finance & Admin category, a product must:

- Provide unique financial or administrative functionalities that do not fit into existing accounting & finance categories
- Offer features that enhance financial operations, such as document management, data conversion, and performance tracking

Show More