What do users say about Assembly?

Automation, pipelines, team clarity now! Review collected by and hosted on G2.com.

Limited customization, reporting depth ability to edit invoices. Review collected by and hosted on G2.com.

I love how clean and easy to use the platform is. Setting up my client portal was easy to navigate and seamless to set up. Review collected by and hosted on G2.com.

I wish there were more integrations with more tools or that a few of the custom options could be available at the Starter plan. Review collected by and hosted on G2.com.

My clients love how easy it is to use. I like that I can send their invoices and not have to have a separate service to do that. Review collected by and hosted on G2.com.

That adding a second team member requires an upgrade, and to add a client to two locations also requires an upgrade. Review collected by and hosted on G2.com.

I use Assembly for my financial planning firm, and what's really great is the client onboarding process. I'm able to assign immediate tasks that remind clients to fill out their financial planning questionnaires, ensuring they don't forget. I can also assign onboarding tasks, like reading documents or finding account statements, which streamlines and makes the process fluid. It makes it easy for clients to check off tasks. I also really like the features that allow me to customize and add ways for clients to log in and set up appointments with me. I can add different sections for booking appointments, and clients can access their financial planning questionnaires directly from the platform. The ability for clients to access anything they need, including external links directly from Assembly, is very helpful. Review collected by and hosted on G2.com.

I would unselect the embed feature for other documents or sites to be much better and more interactive. I'd rather my clients be able to just access and utilize those sites directly from the embed in Assembly. Review collected by and hosted on G2.com.

I like using Assembly because it saves me time by allowing me to manage CRM, invoicing, file storage, and messages all in one platform. It was very easy to set up, and I'm comfortable recommending it to other bookkeepers. Review collected by and hosted on G2.com.

I would love a dark mode. Easier transitions to each menu would be great also. Review collected by and hosted on G2.com.

It was very easy to set up and felt very intuitive. I love having all the plugins and tools we already use daily in one place, which makes the overall experience more cohesive for our clients. Review collected by and hosted on G2.com.

I honestly don’t really see a downside to using it. I love that you can create automations and hook your clients in from the very beginning by having them sign your agreement right from the portal. Review collected by and hosted on G2.com.

I use Assembly as a client portal for my bookkeeping business and it provides an encrypted environment to share confidential financial information. I like that it consolidates everything, including payments and contracts, in one place. I'm glad I can have the payment processing fees be charged to my clients, which is crucial for maintaining my profit margin. Additionally, I appreciate the magic links feature because it prevents my customers from getting frustrated when they forget their passwords. I don’t want a software that frustrates my clients. Setting up Assembly went smoothly, especially because I watched Chloe’s YouTube videos. Review collected by and hosted on G2.com.

The services section of the billing app is a little clunky. It took me a few tries to delete and recreate services that were recurring instead of one-time. I didn’t realize that subscription items had to be listed as recurring when I created the service item. Review collected by and hosted on G2.com.

I can manage all my client projects in one place. All the intake forms, brand identity, and assets for each project so I don’t have to search through emails and Dropbox folders. Review collected by and hosted on G2.com.

Confusion with QuickBooks integration and invoicing Review collected by and hosted on G2.com.

I really like how easy Assembly is to customize and configure for my small business as a solopreneur. The platform is very configurable, and they're always doing updates and accepting new kinds of app builds that you can put into your Assembly portal. I appreciate their plans and the flexibility of functionality across their plans, which allows you to still get a great deal of functionality and support on the free plan versus more of their paid tiers. My clients have also told me that using Assembly has been really, really easy for them as well. Plus, I love the API functionality they provide on their paid tiers, which allows me to hook up advanced tech into Assembly. The initial setup was super easy, and I was able to do it in less than fifteen minutes. Review collected by and hosted on G2.com.

I wish Assembly had a little bit more integrations with accounting tools like 1-800 Accountant. That would be a little bit more helpful for someone who's just starting out. Review collected by and hosted on G2.com.

I really like the flexibility that Assembly offers. There's the concept of having apps and tailoring workflows for individual customers. The automations that Assembly provides are really unmatched. We were previously doing everything via email, which was driving us nuts. The setup process was super simple and self-explanatory, helped by the community hub and responsive support. It was up and running in like an hour, which was great. Review collected by and hosted on G2.com.

I've been having some trouble with the Google Drive app so far. But I think it's user error. I think there's a security setting on my side, but I'll say Assembly team, I'm gonna have a call with them tomorrow to actually get that sorted out. So, hopefully, it's just a small snag. Review collected by and hosted on G2.com.