# Crescent Reviews **Vendor:** Crescent **Category:** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 7 ## About Crescent Crescent is a modern business banking platform that helps companies make the most of their money. With industry-leading FDIC protection\*, high-yield checking on all balances\*, and intuitive tools for payments, cards, and cash management, Crescent combines the security of a bank with the flexibility of financial software—so businesses can simplify operations, safeguard funds, and earn more on every dollar. ---- \*See full disclosures at https://www.getcrescent.com/ Crescent Financial Inc. is a financial technology company, not an FDIC-insured depository institution. Banking services are provided Grasshopper Bank, N.A., Members FDIC. ## Crescent Pros & Cons **What users like:** - Users appreciate the **transparency in operations** of Crescent, aiding in effective cash flow management and investment clarity. (1 reviews) - Users value the **easy integrations** of Crescent, which enhance cash flow management and align with existing banking operations. (1 reviews) - Users value the **transparency in financial management** of Crescent, making investment operations clear and seamless. (1 reviews) - Users praise Crescent for its **seamless integrations** with banking, enhancing cash flow management and transparency in operations. (1 reviews) **What users dislike:** - Users feel that **customer support is poor** , lacking responsiveness and helpfulness in addressing specific issues. (1 reviews) ## Crescent Reviews ### 1. Ease of Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about Crescent?** I think it is really nice that Crescent emphasizes transparency in its operations, and provide clear information about how funds are managed and invested. Also the platform is designed to integrate seamlessly with existing business banking operations, making it easy to manage cash flow and maximize returns. **What do you dislike about Crescent?** I know a few of my friends who are users have mentioned that customer support could be more responsive and helpful, especially when dealing with specific issues or concerns. **What problems is Crescent solving and how is that benefiting you?** Traditional savings accounts offer minimal interest. Crescent offers significantly higher yields, meaning my money grows faster. Also I can handle everything via a user-friendly app, makes it easy to manage my savings and track interest without the hassle of visiting a bank. ### 2. Patiently Solved all my Queries **Rating:** 4.5/5.0 stars **Reviewed by:** Rachit J. | Senior Software Developer, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Crescent?** The team at Crescent is truly exceptional and always ready to assist.Im eager to witness the platforms expansion and the introduction of investment options. **What do you dislike about Crescent?** Crescent falls short is in providing visibility into the high-yield opportunities it offers across various asset classes. **What problems is Crescent solving and how is that benefiting you?** Crescents solving the problem of finding a secure place to safeguard my earnings. With interest rates and convenient access to my funds Crescents account has proven advantageous. ### 3. Crescent is easy to implement, and earns us returns on otherwise idle money. **Rating:** 5.0/5.0 stars **Reviewed by:** Ricky D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2022 **What do you like best about Crescent?** Using Crescent gives us access to high yield opportunities we wouldn’t otherwise have access to — and their dashboard gives us visibility to monitor our cash position holistically without logging into numerous other banking accounts. **What do you dislike about Crescent?** Not much. The team was helpful in answering our questions during onboarding and were available to answer my calls quickly — expecting that process to get even faster as they continue to refine it. **What problems is Crescent solving and how is that benefiting you?** Crescent gives us a safe haven for cash as we work through the layers of payout with our subcontractors and vendors. We want to give our subcontractors flexibility of payment, so we in turn need to be flexible with our liquidity of funds…we need to be able to pull out cash quickly, and we can do that with Crescent while earning impressive yields whenever we don’t need funds. We also like the variety of yield opportunities Crescent offers — we can create a ladder effect with yield options that we can cash out immediately as well as options we’re investing in for a later date that we don’t plan on touching in the near future. The extra income earned gives us a safety net when things like supply chains, design changes or even weather create obstacles in our flow of funds. ### 4. Awesome Platform for Idle Cash **Rating:** 5.0/5.0 stars **Reviewed by:** Jake C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2022 **What do you like best about Crescent?** I really like the fact that I can park my extra money in Crescent and withdraw at any given time without any issues or fees. As a business owner, I always set money aside for taxes. Crescent allows me to earn a high yield (FDIC-insured) on this cash that I'm setting aside for taxes (you could kind of say this reduces how much I pay on taxes). Overall I feel that my money is in safe hands earning a decent (but reliable) yield. **What do you dislike about Crescent?** Whenever there were issues getting me onboarded or with my account the Crescent team was quick to fix them and make sure that my concerns were addressed. Not only that, I had a lot of questions in the beginning and the team was happy to answer all of them! **What problems is Crescent solving and how is that benefiting you?** Crescent is allowing me to earn a high yield on idle cash that I have sitting in my business bank accounts. It's an awesome platform for any business or individual that wants to make sure their money is earning more money. ### 5. Easy-to-use treasury management tool with impressive yields **Rating:** 5.0/5.0 stars **Reviewed by:** Boyd O. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2022 **What do you like best about Crescent?** With Crescent, it’s easy to make sure your company’s capital is working for you. Not only do we benefit from the yields they get us access to, but having all of our accounts plugged into one dashboard saves us time and gives us a good idea of where we’re at financially as a company. Crescent gives my finance team the bandwidth to focus on larger strategic initiatives that move our company forward. **What do you dislike about Crescent?** We’ve been satisfied with our use of the product thus far. Excited to see them continue to grow the platform and offer even more yield options. As they grow, the ease of loading funds will improve. **What problems is Crescent solving and how is that benefiting you?** Since working with Crescent it’s become clear that idle business capital, kept on hand for whatever strategic reason, is one of the most overlooked assets we have at our disposal. Our finance team hasn’t historically had time to focus on opening new high-yield accounts each year, and what options we’ve briefly looked into weren’t competitive enough to move the needle. Crescent gives our company access to highyield opportunities across multiple asset classes. We use the extra capital earned with Crescent to spur additional growth, with a lot of our earnings from our treasury going right back into the business to fund sales, support, and marketing budgets. ### 6. Excellent customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly K. | People Resource Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2023 **What do you like best about Crescent?** I appreciated the helpful customer service when I had questions. This is so rare these days. **What do you dislike about Crescent?** Sometimes my browser freezes but I'm not sure if this is our internet service or the program. **What problems is Crescent solving and how is that benefiting you?** Everyone wants to make their money work harder. Crescent helps us find better interest rates! ### 7. Best saving account ever! **Rating:** 5.0/5.0 stars **Reviewed by:** marcus k. | Owner **Reviewed Date:** October 12, 2022 **What do you like best about Crescent?** Crescent is the easiest way to put idle cash to work. I also like that crescent brings several yield options into on platform. **What do you dislike about Crescent?** Crescent has a great start to many more things I believe this team will come up with. **What problems is Crescent solving and how is that benefiting you?** Crescent has settle my anxiety in this market that we are all unsure of. - [View Crescent pricing details and edition comparison](https://www.g2.com/products/crescent/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+11%3A15%3A16+-0500&secure%5Bsession_id%5D=da15a938-b6a0-4ad5-94ee-9a309bbacf44&secure%5Btoken%5D=47322e2624f4db8a3be5a5aec120409c7ef94d45add5eae31e83bf3c353a7736&format=llm_user) ## Crescent Features **Cash Management** - Monitor Cash Positions - Debt and Investments - Cash Pooling - Cash Operations - Schedules - Automated Cash Operations **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Risk and Compliance** - Manage Different Types of Risk - Comply with Financial Regulations - Counterparty Risk Management - Hedging **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Analytics** - Cash Balances - Risk Positions and Scenarios - Expiring Contracts and Payments - Direct Spend Analysis **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Banking** - Banking Connectivity - Bank Account Management - Intercompany Lending - Automated Banking **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Integration** - Financial Systems - Analytics - FX and Trading Paltforms - Multiple Data Sources **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Financial Data Transfer** - Data Exchange - Reporting - Access - Integration **Agentic AI - Treasury Management Systems** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Crescent Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,778 reviews) - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - 4.2/5.0 (555 reviews)