The features are build for corporates (accountants and auditors), which is great, because the most tools focus on privates, who do not have the same requirements. The calculation and all the options to ensure a proper tracking including cost basis etc. is great. Once you are familiar with the tool the setup and implementation and integration is easy and if you have questions the customer support is fast and helpful. Review collected by and hosted on G2.com.
If you have no experience with the tool you need someone who is showing / explaining the features, but then it is easy in use. Plus a reconciliation feature is not implemented yet, this would bring a huge benefit for the users. Review collected by and hosted on G2.com.
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Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.
