FinancialForce Financial Management ERP Reviews & Product Details

Systems Administrator
Food & Beverages
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Because Financial Force was designed as a Salesforce native application it offers a great deal of flexibility and customization to our unique business needs. It is fully Lightning compatible and integrates easily with a number of third party Salesforce exchange products to extend functionality. Conga, Avalara and Chargent are good examples.

You can take advantage of all the automation and robust reporting solutions which Salesforce offers. FFA has an active and helpful user community. The case support system works very well and most problems can be resolved quickly. FFA uses an agile development model and takes many user ideas and incorporates those in their frequent version upgrades. Review collected by and hosted on G2.com.

What do you dislike?

The core accounting product has good documentation but some other components are lagging on good documentation.

Care should be taken when planning your implementation to understand how some of your choices will impact the meager data storage limits that Salesforce provides. You can easily exceed these limits, forcing you to purchase additional storage at high cost. If you run a lot of small transactions instead of fewer large transactions and employ multiple FFA products, data flowing between them using intermediate records can exacerbate this problem. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We employ Financial Force Accounting and the Supply Chain Management (SCM) product to run our daily operations. As a food processor in an increasingly challenging regulatory environment, FFA and SCM play a key role in maintaining the integrity and quality of our coffee and meeting the diverse needs of our customers.

SCM in particular was selected to solve many technical challenges around sourcing our coffee and managing and managing our small batch, made to order production process.

We run multiple brands as separate companies and FFA's support for multi-company with a single chart of accounts was a better fit for our inter-company accounting than our previous ERP solution.

Being able to customize our business accounting to fit our process instead of the reverse is very important to us. Review collected by and hosted on G2.com.

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FinancialForce Financial Management ERP Overview

What is FinancialForce Financial Management ERP?

FinancialForce Accounting is a fully featured and innovative financial management system that takes a fresh approach to keeping track of the numbers. This cloud accounting application is built on the Salesforce1 platform. With a groundbreaking accounting system design, it's not just linked to Salesforce like other accounting systems - if you use Salesforce, it's part of the same solution. Accounting highlights ۢ Create accurate orders and invoices from Salesforce CRM in one click ۢ Reduce the resources needed for billing and ordering ۢ Enjoy real time reporting and multi-dimensional business analysis ۢ Shorten your period close and improve cash flow ۢ Give Finance, Sales & Service a 360 view of the customer ۢ Full accounting functionality that can scale with you

FinancialForce Financial Management ERP Details
Languages Supported
English
Product Description

FinancialForce Financial Management ERP is a full-featured financial system that takes a fresh approach to keeping track of the numbers, built on Force.com.

How do you position yourself against your competitors?

FinancialForce.com is a unique new breed of business application. Built on the Salesforce1 Platform, we were born as a customer-centric, outward-facing, social platform that enables business to connect all parts of the customer journey to the operational systems that complete the customer transactions. This means a sales person can have visibility into the status of an order in the order management system, accounting can review and approve an order before it gets routed for fulfillment while CEOs gain insight into the KPI’s of the complete transaction lifecycle. Many vendors scramble to “integrate” to Salesforce1 but the result is just another managed “interface” destined to be brittle and lack the flexibility that native Salesforce1 applications provide. Financialforce.com embraced this vision as the first Force.com Application Exchange Partner and we continue to commit our Company to the execution of the vision of ERP at Customer Speed.


Seller Details
Seller
FinancialForce.com
Company Website
Phone
1-866-743-2220
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@FinancialForce
13,687 Twitter followers
LinkedIn® Page
www.linkedin.com
764 employees on LinkedIn®
Description

Cloud ERP Solution on the Salesforce Platform. Financial Management, Professional Services Automation, Human Capital Management & Supply Chain Management.


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FinancialForce Financial Management ERP Reviews

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Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We have been using Financial Force over five years now. It has proved to been very reliable system. During years we have made only couple of support cases. FF support has been very professional and responsive. Review collected by and hosted on G2.com.

What do you dislike?

We have had some performance issues when invoicing over 3500 invoices in batch run. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We used to have five different invoice system before Financial Force. Now we invoice all our products with FF and have different invoicing types: Subscription, transactions, one-time billing and fixed periods. We have reduced manual billing work with FF. Review collected by and hosted on G2.com.

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Validated Reviewer
Review source: Invitation from G2
What do you like best?

Financial force is modern system which easily integrated crm and sales force. Its allows us to much flexibility and growth potential.

Its goods project management for services provide by the organizations which includes implementation and customization. We found that its great flexible with team. Review collected by and hosted on G2.com.

What do you dislike?

During the implementation shown some errors and default fields are not enough there need some more customizations. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Financial force very help for resources planning and how to use limited resources in optimum way in the organizations.

And also very helpful for hours tracking. Review collected by and hosted on G2.com.

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Open Discussions in FinancialForce Financial Management ERP
UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

financialforce financial is a platform that is greatly distinguished by providing all the resources needed to run a good financial management at the enterprise level, the service provides easy availability through its website, has an automation system that I consider fantastic because its operation is very precise and saves many hours of work, its system is perfectly suited to the needs of users, has a section that provides easy access to reports and detailed graphs that allows you to quickly know everything that happens in terms of financial environment. In our company since this service was executed, it has provided us with a great experience due to the wide range of utilities it has, the software has no limits to work and in its totality we can say that it is very productive. Review collected by and hosted on G2.com.

What do you dislike?

The learning curve of this software is impressive when you are a beginner, really this is one of the most delicate parts that you have to take into account when you acquire this service, because being a very complete system it can become difficult to use it properly, I think it is necessary to see more tutorials to help people to have a better integration with financialforce financial, among other aspects I can say with much solidity that the operation of this program is very good and stable. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

financialforce financial management ERP is an optimal software to use in any kind of organization, I recommend that people with some experience use it because it is a very broad tool and can be complex to use when you are an amateur, its system is very modern, functional and adaptable to perform the most demanding operations, I can define fiancialForce as a robust system for good financial management. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

In our company we have worked with this service for several years and the utility that we have been able to give him has been many, since mainly we used it for the management of accounts, finances, invoicing, control of income, inventories, among many others. It allows us to know daily the results we obtain through reports and graphs. Your automation system has been very useful for our team since it allows us to execute multiple tasks quickly and with high precision. In definition, I can conclude that we are very happy to have this ingenious tool for our team. Review collected by and hosted on G2.com.

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Validated Reviewer
Review source: Invitation from G2
What do you like best?

In FinancialForce we can create an invoice from an opportunity in one click, the invoice is automatically populated with the relevant information. there is an option to email the invoice to our customer or we can print it as well. from a posted invoice we can drill into transactions to see the accounting entries and where the debits and credits have been posted to. Review collected by and hosted on G2.com.

What do you dislike?

I dont see any dislikes in the FinancialForce application Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I definitely recommend it as there are many dashboards that give us a view of any specific part of our business . accounts receivable dashboard which displays customer balances, income analysis and various trends. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Financial force accounting and Salesforce CRM work together flawlessly this provides a 360-degree view of an account offering us greater visibility across our business for example sales or operations are able to see cash received from customers as well as created invoices or credit notes. Review collected by and hosted on G2.com.

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Senior DevOps Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The best Cloud based powerful and functional financial management platform with online access and it offers many functional options which helps the users a lot especially on accurate billing of services and very good on analysis.

The Salesforce integration is very effective and also the multiple reporting simplifies various processes and its performance is also amazing since it enables the user to deal with various complex data across the organization. Review collected by and hosted on G2.com.

What do you dislike?

On my side i have not seen any performance problems or issues on the tool configurations. After quick tool usage learning nothing else to worry about. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Excellent and the most reliable financial management easy package and quite effective solution on accounting and billing. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Quick reporting, great financial management and easy billing and also enables simple handling of companies big data. Review collected by and hosted on G2.com.

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Salesforce Solution Architect
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

FinancialForce is first and foremost built on the Salesforce platform. This means that you get the flexibility of Salesforce with the power of an ERP. It connects seamlessly into the data that already is there so there is no integration and no double entry. Review collected by and hosted on G2.com.

What do you dislike?

It took a bit to get working, but this comes with the flexibility. We have reciently run into limits and timeouts that are due to the larger teams as we have grown. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you have all the stakeholders involved. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using it for invoicing and professional services automation. Review collected by and hosted on G2.com.

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UA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

User friendly structure and best for chartered accountants. Review collected by and hosted on G2.com.

What do you dislike?

Bit complicated for Normal accountants you should have a great knowledge for that Review collected by and hosted on G2.com.

Recommendations to others considering the product:

No recommendations as such . Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are introducing auto posting of entries which will help user to do work efficiently and effectively Review collected by and hosted on G2.com.

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AN
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

It's practical to use if you are already using Salesforce platform. So you would have your apps in one place. Because it's in the cloud you can access it whenever you want as long as you have internet.

FinancialForce app offers a lot of flexibility in customisation that would fit your need.

Most processes can be automated. Review collected by and hosted on G2.com.

What do you dislike?

Because it's built on Salesforce platform you are at the mercy of the cloud performance. Salesforce is known for having performance degradation.

They don't offer any archiving tools or anonymisation for the data older than 7 years Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are a small or medium company and don't to worry about hosting an Accounting software, FinancialForce Accounting would be your solution. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

FinancialForce Accounting reduced manual task as it offers the possibility of automatisation, which is easy to do.

We used to have a hosted accounting system, which meant we needed to have a server and maintain it. With FinancialForce Accountingwe didn't have to worry about that anymore as it's hosted in the cloud.

We also had an issue using multi-company accounting entries and intercompany transactions. FinancialForce Accounting offers this tool an most intercompany transactions were automated.

Review collected by and hosted on G2.com.

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CF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Easy to use and smart features are mainly good Review collected by and hosted on G2.com.

What do you dislike?

New functions, live updates if it can improve little more then many companies will buy it Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Many financial issue can be solve with this ERP with live updates Review collected by and hosted on G2.com.

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Deputy Vice President-Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Quick , smarter financial decisions Finance staff are clearly undetsatnd for making quick desssions Review collected by and hosted on G2.com.

What do you dislike?

Price is at higher end need to be changed based on the company size and functions used by Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is very good erp for the providing real time financials with accurate information on time. Best ERP solution Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We can eliminate the errors and able to provide accurate and quick reports Review collected by and hosted on G2.com.

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Director of Operations
Consumer Goods
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The best thing about FinancialForce is that it is native to the Salesforce.com Platform. Financialforce delivers deep visibility and powerful controls to simplify, optimize and leverage inventory and finance data across the entire organization. Lean team productivity: Running all functions from quoting customs, shipping, inventory management, automated purchase orders and replenishment of inventory all - 100% on Financialforce Review collected by and hosted on G2.com.

What do you dislike?

FinancialForce Accounting and SCM Records take up a very large portion of our data storage. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Comparing Sales Numbers vs. Revenue with just a click! Providing more timely information to make decisions, and with less effort. Also, having the CRM records tied to financial and procurement data allow anyone in the company to see what's going on with the customers account and order - creating superior customer service. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are no longer guessing on inventory available or replenishment, reducing costly inventory issues, while improving cash flow. Moreover, Financialforce accounting has reduced our Month-end processes from two weeks to four days! Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

There is literally nothing to like as an end user. It is the most painful experience I've ever had. Review collected by and hosted on G2.com.

What do you dislike?

The UI

The UX

The set-up

The pain

The complete and utter mis-match between what we do as an organisation and what we report on

This is honestly a solution for a dying business - One that has processess and roles that won't change for years to come - Not for a business of 10 people

If you're an Oracle, Deloitte or CapGemini - Go wild! This will be your thing. Go spend all your money on it.

If your company has less than 500 consultants or their roles are re-defined more than once a decade - Stay away. It's horrible. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Life is too short. I honestly recommend that you talk to your team before implementing anything like this. There has to be something out there with a decent API, and a decent user experience. This is just all kinds of wrong. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

How to master the phrase:

"garbage in -> garbage out" Review collected by and hosted on G2.com.

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Response from Terry Kraft of FinancialForce Financial Management ERP

Customer satisfaction is our number one priority, so we would love to have the opportunity to learn more details in order to achieve a resolution. Please contact us at info@financialforce.com or via your customer community access, so we may engage with you directly and improve your experience. Thank you!

Finance Executive
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Since FFA is integrated with salesforce CRM, it makes it possible for me to link my financial transactions with actual opps and offers which allows tracking and monitoring of data easier. It makes reporting and reconciliation easier and allows for better decision-making Review collected by and hosted on G2.com.

What do you dislike?

We often face storage issues, for a cloud platform having limited/expensive storage capacity is definitely a downside Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are data-intensive company with a large customer base, with tools like dataloader we are able to post transactions in bulk which I think is really helpful, although this feature is available in other software but since we have the ability to customize the software in -house and also because of FF's excellent customer support it is almost like having a custom-built software. Review collected by and hosted on G2.com.

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UN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The audit trail in FFA is great compared to Quickbooks and the fact that FFA is built on top of the salesforce platform so we can integrate systems and use quantitative data in our qualitative reports has been a game changer. FFA is a lot quicker than QB too and more users can access it at the same time. Review collected by and hosted on G2.com.

What do you dislike?

Permissions. I do not like that financial force doesn't allow for our budget owners to access specific reports without being able to build reports to see other segments of the business. Also not a fan of the fact that I can't discard journal entries in bulk that have not been posted yet. The FFR reports are not very user friendly and I am needing a better way to have non profit related reports. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are in need of an accounting system that will grow with the organization and has the capability of integrating with Salesforce where our development information is housed. We have benefited from the integration and have found we rely more on our System Administrators for help (less silos of information and data sharing). We have seen check request/payable invoice processing time has decreased and more visibility to where we are in the process. Review collected by and hosted on G2.com.

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UT
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Using Excel report and being able to customize them in many ways Review collected by and hosted on G2.com.

What do you dislike?

hard to navigate payments matched and unmatched and that Notes cannot be exported or a list view is not possible. Being able to do so allow a collections team to manage daily activities needed Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Possibly using Collections Plus Review collected by and hosted on G2.com.

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Technical Consultant
Financial Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Can be customized and optimized to automated many redundant processes (highly recommend partnering with the right Implementation Partner (consulting team) to build this out). The initial investment (time and capital) will be the difference between an amazing, streamlined, and efficient Accounting system and one that does the job. Review collected by and hosted on G2.com.

What do you dislike?

Not so much a dislike, as something that new/prospective users need to understand: DO YOUR IMPLEMENTATION THE RIGHT WAY! Fully commit your organization and change management practices for 1-2 years (depending on complexity, etc.) - Don't "phone it in"! Over-allocate funds to this project, get the "nice-to-haves", don't put it off. In order for FinancialForce Accounting to transform your business, you need to be prepared for transformation, internally. This will enable you to get everything you could imagine out of this system and will truly transform your business. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make the switch - The best positioned and forward-thinking companies will centralize their business data, with Salesforce being an obvious choice. With that, it just makes sense to have your Financials in the same place to truly understand your business's performance. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

By having our Financial data (payables, receivables, etc.) centralized alongside our CRM data, we've opened a new world of opportunities with regards to Analytics - Enabling us to operate in a leaner, more efficient, and forward looking direction. Review collected by and hosted on G2.com.

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Finance & Systems Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

FinancialForce's extensive resources (documentation, video training, and community) make learning the application possible without consultants and formal training. I couldn't be more impressed with their all-in approach on the Salesforce platform. FF documentation is as good as you can find in any other native Salesforce platform application. This made implementation so much easier than other ERP applications. FF customer service is equally as impressive: when there are issues to deal with, you get fast responses and talk directly with the subject matter experts.They follow up until the issue is resolved using proper case management.

The application itself is tried as true, despite being a young application. It just flat out works. The more I learn about the platform, the more I can leverage FinancialForce and vice versa.

I was also so delighted to find out how much power comes with the FF license, for example - you get Conga licenses! Review collected by and hosted on G2.com.

What do you dislike?

Toggling between page views is a little tedious at times and makes administering certain pages a little harder than expected.

FinancialForce Reporting is quite powerful but the learning curve is steep. It required a developer consultant too to manage Visualforce page templates. But the tool is quite powerful so that was somewhat expected. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would not try to use cheaper alternatives. FinancialForce is an incredible application you can rely on. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

What problems are we NOT solving with FinancialForce Accounting?!! We integrate with our manufacturing ERP (Rootstock) out of the box and enjoy all our data going through one roof (SFDC). We now have a 360 degree view of the customer as we originally envisioned 10 years ago when we embarked on "CRM". Review collected by and hosted on G2.com.

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Assistant reseach manager
Accounting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Financialforce Accounting software is easy to use since its cloud-based platform and also has free demos at all levels.Also this software has been an amazing financial and accounting breakthrough within our organization by highly solving accounting management predicaments we were experiencing. FinancialForce software has helped in time tracking as well as workflow tracking within our company. Also its an amazing invoice and inventory control software our company has ever used. Its an amazing user-customer collaboration and this has really eased communication regime within our company. This software has the best customization options which helps to satisfy all our clients needs at all time.Also this software is the best integration regime which helps to solve accounting problems through other software's such as zoho software. This software has an exception ap automation systems which lack in other software's making it more unique. Also its has multiple features such as dashboards which helps a lot in managing payroll within our company. FinancialForce is really impressive. Review collected by and hosted on G2.com.

What do you dislike?

I rarely find negative things about FinancialForce software since it has been a milestone in solving financial and accounting predicaments within our company. The only concern we have as a company is that the management team to check on updating software's features as well as speed so as to enhance its efficiency. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

FinancialForce software has been a game changer in our company and we are fully satisfied. We are saying thank you and continue doing the same globally.This platform is impressive. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were experiencing problems in accounting management as well as poor user-customer collaboration, poor customization options, poor payroll management, poor ERP systems, poor integration regime .Through this software all this downfalls have been completely eradicated. Review collected by and hosted on G2.com.

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Staff Accountant
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

the wide range of functionality allows users to be able to include additional custom details that help with reporting on the user side. I like how clean the application looks. Review collected by and hosted on G2.com.

What do you dislike?

the upgrades do not fix everything that seems to come up wrong. I had to download a new add-in from the website and it was broken. I had to reach out to the Community to ask for additional assistance since the Contractor we had with Financial Force could not give additional details to the software she said i needed. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are solving the issue we were having with accuracy in reporting. our ability to build and upload the reporting functionality has helped us not only cut back on our closing time but has allowed us to report more accurate numbers for each month. Review collected by and hosted on G2.com.

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