Gaviti Reviews & Product Details

The ability for users in finance, sales and operations all to view and add notes to any outstanding invoice has helped get everyone on the same page. Everyone now plays a role in collections and we're all pulling in the same direction. The transparency and accountability increases with Gaviti have been tremendous. Review collected by and hosted on G2.com.

Somtimes we have billing contacts that vary on a project by project basis, even for the same client. It would be helpful to be able to set billing contacts on a project level rather than a client level for these instances so that we can ensure specific invoices and collections emails are going to the right people without having to switch off an automated workflow. Review collected by and hosted on G2.com.

Gaviti's most valuable feature is its collections software, which offers a user-friendly interface that allows you to raise disputes and assign them to the appropriate colleague for resolution. I also appreciate the excellent option to pause individual invoices within workflows, along with other useful and easy-to-use functionalities. These two sections are used daily and are of great value. Implementation was quite seamless, too. Support is quite helpful and available. Review collected by and hosted on G2.com.

The cash application section is less user-friendly compared to the collections and disputes sections. It also lacks the range of options needed to handle the various situations that can arise during cash application. Integration for cash app was not ease and fast as expected. Review collected by and hosted on G2.com.

Exposure is key for us. With such large portfolios, it's simply not possible to personally handle every single invoice. When we make sure the data imported into Gaviti is accurate, it significantly expands our ability to connect with clients. I also value the auto-reminder feature—extra reminders are always useful. The On-Demand email options are convenient, too. Overall, Gaviti serves as an excellent, agnostic invoice platform. Review collected by and hosted on G2.com.

The dispute management tool does not automatically resolve disputes when an invoice is paid. Even after the invoice balance has been settled, we are still required to manually mark the dispute as resolved. This would be a convenient option to have available. Review collected by and hosted on G2.com.

Gaviti is an excellent Accounts Payable platform that significantly streamlines my Accounts Receivable processes. Its intuitive design makes it simple for both me and my clients to use. I rely on it daily for managing invoices, requesting payments, and ensuring seamless integration with my regular workflow. Review collected by and hosted on G2.com.

I would strongly encourage Gaviti to focus on improving the performance speed and flexibility of custom reporting. The occasional lag in the system, along with the complexity of pulling specific data for analysis, sometimes hinders my efficiency. Allowing integration with a wider range of existing payment processors would significantly enhance the platform's value and ease of adoption. Review collected by and hosted on G2.com.

Gaviti makes those doing collections stay on track and saves so much time! I love the automation of it sending notifications on a cadence that we prescribe and then providing me with notifications to call on certain days, etc. I can set it and forget it until I get a notification to act, and the automated notifications to clients lets me focus on other things, because I know Gaviti is handling that part for me. I love it!!! Review collected by and hosted on G2.com.

Downsides:

1. It always requires I enter my username twice before taking me to the password (a small but annoying bug...I'm sure this will get fixed soon!)

2. I sometimes have to shut it down and re-log in, because sometimes the filters stay in place when they shouldn't. Also a minor bug with an easy, but annoying work-around. Review collected by and hosted on G2.com.

Gaviti helped me in many ways. I don't have to constantly remind myself about such task because it has a feature where it automatically sends reminder to each of my customers. It also filters work that I need to prioritize first. Notes are easy to check, and it is also user friendly. I have a guide what to work on first especially those with higher balances or flagged as high risk. For some reason I was not able to use the company email on this review which is nmariano@binswangerglass.com. Review collected by and hosted on G2.com.

It takes some time to load sometimes. Not sure if it's my internet connection but it loads up when few notes were entered. So far, I got no other problem with it. Review collected by and hosted on G2.com.

Can hold all of our partners for invoicing. Keeps track of uncollected payments. Fairly clean layout. Simple to use. Very easy to send emails. A game changer for our team. Has helped us save many hours keeping track of payments. Review collected by and hosted on G2.com.

Some of the page formats are cumbersome. For example, I can't open up Customer account details in another page, instead it shows up as a pop up for half of my screen. I also can't copy and paste the emails on the Customer account page. I should be able to download all the invoices from an Account page rather than it direct me to the Invoice Search page and then allow me to download the invoices. Review collected by and hosted on G2.com.

I work in collections and I love the ability to see the previous history/notes for an invoice. I can the automated emails that have been sent to the customer, as well as who else has called or reached out to the customer. It makes my job easier by not double calling the same customer as another employee and makes our team more efficient Review collected by and hosted on G2.com.

I wish there was an ability to see all of the notes for previous invoices all in one place. It is only possible to see the notes of one invoice at a time. This can make things a little more difficult when there is a new outstanding invoice, that doesn't have any notes, but I know that there are notes on a previous invoice with the same invoice. Without leaving the page, I would love to be able to see the history of previous invoices of the same customer. Review collected by and hosted on G2.com.

It's able to maintain all of our invoicing and easy to pull up and use. Easy to understand dashboard and search capability. Reduced our teams bandwidth by using Gaviti. Review collected by and hosted on G2.com.

Logging in takes a little longer than I feel is necessary. I have to click 3 times before being logged in. Should only need to enter credentials once, click login, and be done. Page formatting could be improved upon. As an example, I'm unable to open an account in another page. It displays as a pop up. Review collected by and hosted on G2.com.

I like that it keeps all billing things in one place, from their current balance, completed payments, and contact info. I also really like how it makes graphs of all sorts of data because it's easy to present to my team. Review collected by and hosted on G2.com.

I don't like how difficult it is to copy contact info. For example, sometimes I need to send an email to a client and I have to go to the edit page of their contact info, and then I have to like very carefully copy the contact info. I wish that it would just display contact info and I could double click to highlight and copy/paste. Review collected by and hosted on G2.com.