--- title: ByAllAccounts Reviews meta\_title: 'ByAllAccounts Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how ByAllAccounts works for a business like yours. aggregate\_rating: rating\_value: 3.5 review\_count: 4 scale: '5' date\_modified: '2026-06-22' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # ByAllAccounts Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by ByAllAccounts but has limited features. Are you part of the ByAllAccounts team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Morningstar ByAllAccounts gathers, transforms, and delivers financial account data. * * * Seller [Morningstar](https://www.g2.com/sellers/morningstar) Discussions [ByAllAccounts Community](https://www.g2.com/products/byallaccounts/discuss) Overview by Janice Lam Show More ## Top-Rated Alternatives [ ![Crunchbase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Crunchbase") Crunchbase 4.4/5(412) ](https://www.g2.com/products/crunchbase/reviews) [ ![Perplexity](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Perplexity") Perplexity 4.4/5(356) ](https://www.g2.com/products/perplexity/reviews) [ ![AlphaSense](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AlphaSense") AlphaSense 4.6/5(348) ](https://www.g2.com/products/alphasense/reviews) [ View All Alternatives ](https://www.g2.com/products/byallaccounts/competitors/alternatives) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services (This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.) Small-Business (50 or fewer emp.) 10/30/2019 "Works, but needs quite a bit of setup" 3.5/5 What do you like best about ByAllAccounts? Once the accounts are linked By All Accounts updates the vales daily. (theoretically) Review collected by and hosted on G2.com. What do you dislike about ByAllAccounts? The data seems to be incorrect occasionally and the customer service is not the best at times when dealing with how By All Accounts integrates with Office. Review collected by and hosted on G2.com. What problems is ByAllAccounts solving and how is that benefiting you? Aggregating client accounts into Morningstar Office. Consistent data aggregation without manually updating accounts. Review collected by and hosted on G2.com. Show More Current User (The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.)Validated Reviewer (Validated through LinkedIn)Incentivized (This reviewer was offered a nominal gift card as thank you for completing this review.)Source: G2 invite (Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.) (Copy Review URL) ![Verified User in Religious Institutions](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Religious Institutions") UR Verified User in Religious Institutions (This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.) Mid-Market (51-1000 emp.) 9/26/2018 Business partner of the seller or seller's competitor, not included in G2 scores. "Perfect for business " 5/5 What do you like best about ByAllAccounts? I love that as a financial expert I am able to manage certain aspects of my business properly and more smoothly Review collected by and hosted on G2.com. What do you dislike about ByAllAccounts? There is really nothing to dislike about by all accounts. They have done my company so well Review collected by and hosted on G2.com. What problems is ByAllAccounts solving and how is that benefiting you? The benefit of ByAllAccounts has been to increase my pocket book! They have increased our profits tremendously! Review collected by and hosted on G2.com. Show More Current User (The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.)Validated Reviewer (Validated through LinkedIn)Incentivized (This reviewer was offered a nominal gift card as thank you for completing this review.)Source: G2 invite (Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.) (Copy Review URL) ![Verified User in Mental Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mental Health Care") UM Verified User in Mental Health Care (This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.) Small-Business (50 or fewer emp.) 9/27/2018 "Easy and intuitive tool" 4.5/5 What do you like best about ByAllAccounts? I love that this software allows me to manage clients funds and accounts in the most simple and easy way Possible. It makes entering money and tracking changes easy and makes it almost impossible to make mistakes Review collected by and hosted on G2.com. What do you dislike about ByAllAccounts? I wish there was a way to help connect my clients in with the software so they can use it from home. Review collected by and hosted on G2.com. What problems is ByAllAccounts solving and how is that benefiting you? I appreciate that this software helped me reduce errors and made managing numbers less of a headache Review collected by and hosted on G2.com. Show More Validated Reviewer (Validated through LinkedIn)Incentivized (This reviewer was offered a nominal gift card as thank you for completing this review.)Source: G2 invite (Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.) (Copy Review URL) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting (This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.) Small-Business (50 or fewer emp.) 9/27/2018 "ByAllAccounts is average" 2.5/5 What do you like best about ByAllAccounts? ByAllAccounts is great for my small business in keeping track of simple transactions. Review collected by and hosted on G2.com. What do you dislike about ByAllAccounts? ByAllAccounts can be clunky to use sometimes, but the simple interface makes it worth it. Review collected by and hosted on G2.com. What problems is ByAllAccounts solving and how is that benefiting you? Keeping accounts more organized and making sure customers are paying on time. Review collected by and hosted on G2.com. Show More Validated Reviewer (Validated through a business email account)Incentivized (This reviewer was offered a nominal gift card as thank you for completing this review.)Source: G2 invite (Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.) (Copy Review URL) ### There are not enough reviews of ByAllAccounts for G2 to provide buying insight. 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