Automations and integrations have been impressive. We integrated with our on-premises Sage 200 in just five minutes, making it the easiest integration I have ever experienced. The PDF uploader is a real game changer, as it allows us to easily upload copies of invoices to customers, ensuring they receive a copy with every chase. Usually, you would need a hosted AR system to achieve this. The automations are excellent, highly customizable, and feel very natural. Review collected by and hosted on G2.com.
Sometimes, customers may be chased if you forget to hold an invoice. It would be helpful to have a historical report feature and the ability to track improvements over time. Grouping customer sites and establishing parent-child relationships would also be beneficial, allowing customers to access multiple sites through a single portal. Additionally, it would be useful if the chasing process notified customers about any unallocated credits.
But, these small niggles to not affect how great the product is. Review collected by and hosted on G2.com.
Hi Ashley!
Thank you very much for your review. I'm so pleased to hear that you're finding our automations and integrations a great addition to the business, as well as making good use of our PDF uploader to provide copies of invoices to your customers. We appreciate your feedback in regards to the reporting functionality, grouping customers and customer notifications and I'll be sure to pass this over to our development team.
We look forward to continuing to help you get paid faster.
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