Informes Financieros Software

Algunas áreas que se pueden mejorar son los márgenes, el soporte de carga para auditorías y pruebas SOX. La herramienta de muestreo no es tan útil como me gustaría, además la sección de solicitudes y adjuntar cosas a las hojas de cálculo puede ser un poco complicado. La configuración inicial tomó mucho más tiempo de lo que pensaba porque lo hicimos por nuestra cuenta sin pagar por una experiencia personalizada. Reseña recopilada por y alojada en G2.com.

Workiva mantiene nuestro control de versiones en orden, mejora el flujo de trabajo en documentos compartidos, facilita la presentación y el reporte ante la SEC con W Data, asiste en las pruebas de SOX, anotaciones, selección de muestras y solicitudes. Reseña recopilada por y alojada en G2.com.

Occasionally, the feed from Bank of America drops and I have to restart it. It happens maybe once a year, but it's a very easy fix. Xero walks you right through how to reconnect to a bank that is dropped. I'm uncomfortable using AI for my bookkeeping, so I don't love that Xero is pushing some AI help. Reseña recopilada por y alojada en G2.com.

I use Xero for bookkeeping in my small business. It keeps my records tidy and organized, and the app lets me manage invoices on the move. Xero also helps with payment matching, bank feeds, and sales projections. Xero saves me time and stress. Reseña recopilada por y alojada en G2.com.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Reseña recopilada por y alojada en G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Reseña recopilada por y alojada en G2.com.

Absolutely nothing! Honestly, we have not experienced any major challenges with Datarails. The platform has been very helpful for financial reporting, dashboard visibility, and improving overall efficiency for our team. The integration with Excel and the ability to customize reporting has made the process smooth and user-friendly. Reseña recopilada por y alojada en G2.com.

Datarails has helped solve a lot of the inefficiencies that come with manual financial reporting and spreadsheet management. Before using the platform, a large amount of time was spent manually updating reports, consolidating data, and preparing dashboards.

With Datarails, much of that process is automated, which has significantly improved efficiency and reduced manual input and the risk of human error. The dashboard visibility has also been a huge benefit because it allows leadership and stakeholders to quickly review financial performance, variances, cash flow, and budget information in a much more organized and user-friendly way.

Overall, it has helped save time, improve reporting accuracy, and provide faster access to meaningful financial data for decision-making. Reseña recopilada por y alojada en G2.com.

One of the main drawbacks of Vena is that, because it is heavily Excel‑based, performance can slow down with very large models or complex workbooks, especially during peak budgeting cycles. There can also be a learning curve for non‑finance users, as success in Vena still depends on solid Excel skills and understanding of the underlying model structure. Additionally, making structural changes (such as redesigning models or hierarchies) can require more setup time and coordination than more rigid, form‑based planning tools. Reseña recopilada por y alojada en G2.com.

Vena is solving several core planning and coordination challenges that finance teams typically face, and that has delivered clear, day‑to‑day benefits for us.

First, it significantly streamlines budgeting and forecasting cycles. We can run multiple iterations of the budget or forecast in a very short period of time, allowing us to quickly model different scenarios, respond to leadership questions, and incorporate new assumptions without starting from scratch each time. Everything lives in one centralized platform, which eliminates version confusion and reduces time spent reconciling files.

Second, Vena greatly improves cross‑department collaboration. Different departments can work simultaneously within the same system, follow structured workflows, and submit their inputs through controlled processes. This creates better accountability, clearer ownership, and faster turnaround, while still allowing Finance to maintain oversight, consistency, and data integrity.

Third, Vena solves the disconnect between workforce planning and operating expense planning. By linking headcount, compensation, and workforce assumptions directly to OPEX budgets, we gain a much clearer view of the true cost drivers of the organization. This alignment improves forecast accuracy, enables more meaningful variance analysis, and supports more informed decision‑making around hiring and resource allocation.

Overall, Vena allows us to plan faster, collaborate better, and connect financial drivers in a way that supports both operational and strategic decision‑making. Reseña recopilada por y alojada en G2.com.

What I dislike most about Sage Intacct is that sometimes it feels like an incredibly powerful finance engine wrapped inside workflows that still require too many clicks, workarounds, and consulting hours.

The biggest pain points I’ve seen repeatedly from finance teams and user reviews:

Heavy reliance on add-ons and consultants

Many advanced workflows, custom reporting needs, or operational capabilities require additional modules, partner support, or paid consulting. Costs can snowball faster than expected.

Some workflows feel unnecessarily rigid

Editing transactions, handling approvals, bank reconciliations, and intercompany processes can sometimes involve too many steps or reversals. Users frequently mention friction in day-to-day operational accounting.

Permissions and controls can become cumbersome

Strong controls are good for governance, but users sometimes feel basic tasks become overly permission-dependent. Reseña recopilada por y alojada en G2.com.

It's best suited for our business as we are operating in consulting services company spread across multiple countries in Asia and Americas. It enables us managing thousands of timesheets smoothly where we invoice them to customers while keeping in line all the existing operational accounting procedures with real time performance across all regions. Reseña recopilada por y alojada en G2.com.

One of the harder things at my job is when we put a job into Miter we have to wait until the next morning before it will show up in our other system. There is not much I dislike about Netsuite, so far. It has been working great since we got it. Learning it has taken a little bit. The mock cases we went through helped discover any issues we were having. Reseña recopilada por y alojada en G2.com.

When doing the mock cases we were able to go through different screens throughout Miter. Having done them and going back in now has benefited the whole company. I do not know all the issues we went through, but they were all put into Miter as we did the mock cases. It has helped us with tracking jobs so much. Reseña recopilada por y alojada en G2.com.

The implementation expenses are significantly high, and small teams find the tool as a giant

The performance capabilities, more so during the end month time are slow and inefficient Reseña recopilada por y alojada en G2.com.

FloQast has eliminated all the end month close checks that has been manually executed and this increases efficiency and reliability

The app ensures no delays in reconciliation, and this increases the financial reviews and visibility

All the accounting workflows and compliance are well handled by FloQast

There is a successful collaboration between departments and this creates a functional framework

The app has automated tasks like status meetings and email follow up and this reduces the manual struggles

The finance team and the IT team ensures high compliance and close accuracy in al operations Reseña recopilada por y alojada en G2.com.

Nothing! It has met every challenge I have thrown at it. Reseña recopilada por y alojada en G2.com.

I use Velixo for all my financial reporting. It really is a matter of changing the date in one cell and hitting refresh. Beyond that we use it to pull data for analyzing our expenses. preparing accruals, reviewing project profitability. It has become a life changer. Reseña recopilada por y alojada en G2.com.

La configuración inicial de informes complejos y personalizados puede llevar un poco de tiempo. Sin embargo, el equipo de soporte de LiveFlow es muy receptivo y ayuda a cerrar esa brecha rápidamente. Reseña recopilada por y alojada en G2.com.

Tuvimos dificultades con la previsión precisa del flujo de caja. Debido a que nuestros datos reales se actualizaban manualmente, nuestras previsiones a menudo se basaban en suposiciones desactualizadas.

LiveFlow resuelve esto manteniendo nuestros datos reales actualizados. Esto ha hecho que la previsión sea mucho más fácil porque ahora podemos ver nuestra posición de efectivo en tiempo real y nuestra pista de un vistazo. Nos permite realizar análisis de variaciones instantáneos y hacer cambios estratégicos basados en lo que está sucediendo ahora, en lugar de lo que sucedió el mes pasado. Ha ahorrado a nuestro equipo financiero horas de malabares con hojas de cálculo cada semana. Reseña recopilada por y alojada en G2.com.

What I dislike about Anaplan is that some things still feel harder than they should be, especially when trying to understand or navigate someone else’s model. Tracing references, following dependencies, and answering “what will this impact?” can be time‑consuming and fairly manual. There’s also a learning curve for new users—both builders and end users—which means a lot depends on how well the model was originally designed and documented. When models aren’t built cleanly, small changes can take longer than expected to validate and explain. Reseña recopilada por y alojada en G2.com.

Anaplan is solving the problem of disconnected planning and decision‑making. Instead of working in silos or relying on static spreadsheets, it provides a single place where financial, operational, and strategic plans stay connected and update in real time. That benefits me because I spend far less time reconciling numbers and more time actually analyzing scenarios and answering “what if” questions. It also makes conversations with stakeholders more productive—everyone is looking at the same data, so decisions are faster and more confident. Reseña recopilada por y alojada en G2.com.

One of our company files is very large because we imported 4+ years of detailed data from QuickBooks Desktop Enterprise. As a result, I’m unable to open that company file from my mobile device, which prevents me from using features like importing receipts by taking a picture of them or accessing the file on the go.

It would be great if there were a lite version that still allowed access to the basic functions of the company file, even when the full file is too large to open on mobile. Reseña recopilada por y alojada en G2.com.

We previously used QuickBooks Desktop Enterprise, which had to be installed on a remote desktop so all of our staff could access it at the same time.

With QuickBooks Online, staff can work not only from home but also on their personal devices, without needing remote desktop access or any special installation. On top of that, the more modern features, like integrations with several services we already use, have improved our workflow and saved us a lot of time, which has been a nice treat. Reseña recopilada por y alojada en G2.com.

I have been using Aleph for over a year, and I have not come across anything about Aleph that I dislike. Reseña recopilada por y alojada en G2.com.

Aleph Connect makes it easy for me to develop highly customized reports. With Aleph Explore and its drilldowns, I can respond to questions and ad hoc requests on the fly. I also no longer have to deal with large Excel files crashing. And when Accounting makes a last-minute adjustment to the month-end financial results, updating the management reports is only a few keystrokes away. Reseña recopilada por y alojada en G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Reseña recopilada por y alojada en G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Reseña recopilada por y alojada en G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Reseña recopilada por y alojada en G2.com.

Para algunos negocios, hay demasiadas opciones que pueden ser complejas o demasiado poderosas para una empresa más pequeña. Esta herramienta ayudará a su empresa a crecer. Reseña recopilada por y alojada en G2.com.

Tener contabilidad, CRM, sitio web, gestión de canales de terceros y más, todo integrado en un solo sistema, es fácil y asombroso de manejar a diario. Reseña recopilada por y alojada en G2.com.

I'd probably say reporting and analytics. Some of the reporting capabilities are still maturing compared to legacy platforms that have been around forever. But what's impressed me is the pace of iteration. It feels like every week new features, enhancements and reporting improvements are being rolled out. So while there are still areas evolving, it hasn't really slowed us down because the team is highly responsive and the product velocity is extremely strong. Reseña recopilada por y alojada en G2.com.

Rillet offers a sleeker platform for finance teams, reducing reliance on external spreadsheets, improving operational efficiency, and enhancing visibility into financials. It supports native management of tasks like prepaid expenses and reconciliations, saving time and lowering risk, especially during month-end close. Reseña recopilada por y alojada en G2.com.

Por muy buena que sea toda la integración con Stok.ly, mi único pequeño problema es la falta de integración con la tienda de TikTok, lo que significa que tengo que realizar los pedidos manualmente, lo cual no es el problema más perjudicial del mundo, sin embargo, es un pequeño inconveniente. Reseña recopilada por y alojada en G2.com.

Estoy muy satisfecho con Stock.ly en general. Nos mudamos de un sistema muy anticuado el año pasado, y tan pronto como implementamos Stock.ly, comenzó a optimizar la forma en que opera nuestro negocio. Unió nuestro almacén y tienda física y ayudó a eliminar muchos de los problemas con los que habíamos estado lidiando antes. Reseña recopilada por y alojada en G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Reseña recopilada por y alojada en G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Reseña recopilada por y alojada en G2.com.

Xoro tiene muchas soluciones para equipos en todos los departamentos, lo que a veces podría llevar al equipo a no buscar soluciones externas para problemas específicos. Reseña recopilada por y alojada en G2.com.

Trabajan con múltiples clientes y continúan adaptando y refinando módulos, así como mejorando las conexiones con socios externos existentes y nuevos en wms, envío, edi, etc. Reseña recopilada por y alojada en G2.com.

Nada en particular. Es un producto increíble. Reseña recopilada por y alojada en G2.com.

Si deseas una gestión financiera en la nube sin complicaciones junto con características que pueden ayudar a gestionar tu negocio, entonces accoxi es la elección correcta. Reseña recopilada por y alojada en G2.com.

Múltiples soluciones combinadas en un solo producto que incluye contabilidad, nube, comercio electrónico, gestión de documentos y mucho más. Es un punto único para múltiples necesidades. Reseña recopilada por y alojada en G2.com.