# Best Cash Flow Management Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Cash flow management software enables businesses to monitor, analyze, and forecast the amount of money coming in and going out. They help companies track real-time inflows and outflows, identify trends, and ensure they have enough liquidity to run smoothly. Advanced systems also use historical financial and operational data to help predict cash flow issues and develop strategies to manage risk more effectively. Cash flow management software is typically used by finance and accounting teams and often integrates with related financial systems, including [accounting software](https://www.g2.com/categories/accounting?source=search), [budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting?source=search), [invoice management software](https://www.g2.com/categories/invoice-management?source=search), and [inventory management software](https://www.g2.com/categories/inventory-management?source=search). To qualify for inclusion in the Cash Flow Management category, a product must: - Provide users with detailed cash flow reports, identifying sources of income and areas of expenditure - Allow editing of one-time and recurring cash flow items, with breakdowns by individual transactions or line items - Integrate with financial systems to sync financial data automatically - Offer cash flow forecasting tools that project future cash positions based on historical data ## Top Cash Flow Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agicap](https://www.g2.com/products/agicap/reviews) | 4.4/5.0 (350 reviews) | Multi-bank cash consolidation with real-time forecasting | "[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)" | | 2 | [Qonto](https://www.g2.com/products/qonto/reviews) | 4.7/5.0 (167 reviews) | Real-time cash visibility with accounting-integrated banking | "[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)" | | 3 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,779 reviews) | AP/AR automation with QuickBooks-anchored cash visibility | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 4 | [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) | 4.5/5.0 (25 reviews) | QBO-native AP disbursement and cash scheduling | "[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)" | | 5 | [Kyriba](https://www.g2.com/products/kyriba/reviews) | 4.5/5.0 (122 reviews) | Centralized global cash visibility and payment automation | "[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)" | | 6 | [Billtrust](https://www.g2.com/products/billtrust/reviews) | 4.4/5.0 (505 reviews) | AI-automated cash application and AR collections | "[Streamlines Payment Applications with Some Hiccups](https://www.g2.com/survey_responses/billtrust-review-12670770)" | | 7 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (355 reviews) | Excel-native cash flow consolidation and forecasting | "[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)" | | 8 | [Tesorio](https://www.g2.com/products/tesorio/reviews) | 4.7/5.0 (236 reviews) | AR collections automation with cash-flow forecasting | "[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)" | | 9 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (120 reviews) | Proposal-to-payment automation with zero A/R | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 10 | [Atlar](https://www.g2.com/products/atlar/reviews) | 4.8/5.0 (62 reviews) | Multi-bank cash visibility with ERP integration | "[Clean, Intuitive, and Reliable—Purpose-Built Features That Deliver](https://www.g2.com/survey_responses/atlar-review-12877846)" | --- ## What Are the Most Common Questions About Cash Flow Management Software? *AI-generated · Last updated: May 26, 2026* ### What is the best software for managing seasonal cash flow fluctuations? Based on G2 reviews, buyers looking for cash flow management software for seasonal swings often prioritize forecasting, visibility across accounts, and easier planning ahead. According to verified users, tools in this category help teams compare forecasts against actuals, monitor liquidity daily, and reduce reliance on spreadsheets. G2 reviewers mention that products with centralized bank data, scenario planning, and automated reporting are especially useful when cash patterns change throughout the year. Recent reviews also show that implementation quality and ease of use matter, since finance teams need to react quickly when inflows and outflows become less predictable. The strongest-reviewed options tend to combine forecasting with real-time visibility into balances and payments. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – used for liquidity planning, forecasting, and consolidated cash visibility across accounts and entities - [Qonto](https://www.g2.com/products/qonto/reviews) – helps businesses track transactions, manage finances on the go, and connect accounting workflows - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports payment scheduling, cash flow visibility, and centralized AP and AR workflows ### What are the top-rated cash flow solutions for invoice-based businesses? Based on G2 reviews, invoice-based businesses often value tools that combine invoicing, payment tracking, collections, and cash visibility in one workflow. According to verified users, recent reviewers highlight benefits such as scheduling bill payments, sending payment reminders, automating approvals, and seeing expected incoming cash more clearly. G2 reviewers mention that these capabilities help reduce manual follow-up and improve confidence around receivables and payables. Review feedback also shows that finance teams want integrations with accounting systems so invoice data stays current without duplicate entry. For invoice-heavy operations, recent reviews consistently point to products that streamline AP, AR, and visibility into upcoming payments as the most practical fit. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – centralizes invoice capture, approvals, payments, and receivables tracking for AP and AR teams - [Agicap](https://www.g2.com/products/agicap/reviews) – gives teams invoice-linked forecasting, payment date visibility, and working capital oversight - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – helps small teams schedule bills, manage contractors, and keep payment workflows inside QuickBooks ### What is the best cash flow tracking platforms for finance teams? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) stands out in recent review volume among products in this dataset with enough recent reviews to qualify. According to verified users, finance teams value real-time cash visibility, consolidated views across multiple bank accounts, and forecasting that reduces manual spreadsheet work. G2 reviewers mention that strong tracking platforms help teams monitor liquidity daily, compare scenarios, and centralize financial data for faster decision-making. Recent feedback also emphasizes usability, responsive support, and smoother onboarding as important factors for finance teams adopting a new platform. Overall, the most appreciated tools for tracking cash flow are the ones that combine visibility, automation, and practical planning workflows in one place. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – centralizes bank accounts, liquidity monitoring, and forecasting for treasury and finance workflows - [Qonto](https://www.g2.com/products/qonto/reviews) – offers real-time transaction visibility and simple finance management for day-to-day operations - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports cash tracking through payment scheduling, approvals, and receivables visibility ### Which is the best cash flow management software for small businesses? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) is the strongest single pick in this dataset under the required shortlist rules because it has the highest recent review volume among qualifying products. According to verified users, small businesses benefit from software that simplifies forecasting, connects bank accounts, and gives a clearer day-to-day liquidity view without heavy manual work. G2 reviewers mention that ease of use, fast onboarding, and centralized cash visibility are especially important for lean teams. Recent reviews also show that small business buyers value tools that reduce spreadsheet dependence while improving planning around invoices, transfers, and future cash needs. Overall, users favor software that balances visibility, automation, and straightforward setup. ### What are the top tools for forecasting cash flow trends? Based on G2 reviews, forecasting-focused buyers tend to look for software that supports scenario planning, automated data flows, and clearer views of expected inflows and outflows. According to verified users, recent review themes include replacing spreadsheet-heavy processes, improving forecast accuracy, and giving finance teams faster access to current and projected cash positions. G2 reviewers mention that the most useful tools often combine forecasting with bank connectivity, reporting, and categorization so teams can analyze trends without as much manual work. Reviews also show that teams appreciate products that make it easier to compare budget versus actuals or short-term forecasts against real activity. In this category, forecasting strength is closely tied to visibility and workflow automation. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – supports liquidity forecasting, scenario comparisons, and real-time oversight across accounts - [Kyriba](https://www.g2.com/products/kyriba/reviews) – used for cash positioning, treasury forecasting, and centralized banking and reporting workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – helps teams consolidate bank data, tag transactions, and build cash forecasts across entities ### Which cash flow management tool offers AI-driven insights? Based on G2 reviews, several products in this dataset are described by users as offering AI-driven capabilities, but the review language varies by workflow. According to verified users, some mention AI-assisted forecasting, more precise liquidity calculations, automated invoice creation, or AI features used to answer finance questions and surface insights. G2 reviewers mention that these features are most helpful when they reduce manual analysis or improve the speed of decision-making. Recent reviews also suggest buyers should look beyond the AI label itself and focus on how well the product connects with existing cash, invoice, or banking processes. In practice, AI-related value in recent reviews is tied to faster forecasting, categorization, reporting, or workflow assistance. ### What are the top cash flow tools for real-time financial visibility? Based on G2 reviews, real-time visibility is one of the most common themes across recent cash flow management software feedback. According to verified users, buyers want a consolidated view of balances, transactions, liquidity, and expected payments without switching across multiple bank portals or spreadsheets. G2 reviewers mention that the best tools for this use case help centralize data from bank accounts, ERPs, and accounting systems while making reports easier to access and understand. Recent reviews also highlight that dashboards, transaction tagging, and automated updates support faster decisions for treasury and finance teams. Tools that deliver immediate access to balances and payment activity tend to be rated highly for operational visibility. **Here are some of the top-rated products on G2:** - [Kyriba](https://www.g2.com/products/kyriba/reviews) – provides centralized visibility into global cash positions, bank balances, and treasury workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – consolidates bank statements and reporting for quick analysis of cash movements - [Atlar](https://www.g2.com/products/atlar/reviews) – gives teams a unified view of balances, transactions, and liquidity across multiple banks ### What is the best platforms for integrating cash flow with accounting systems? Based on G2 reviews, integration with accounting systems is a major buying factor for cash flow management software because it reduces duplicate entry and improves reporting accuracy. According to verified users, recent reviewers frequently call out connections to QuickBooks, NetSuite, Xero, ERPs, and banking platforms as especially valuable for keeping cash data current. G2 reviewers mention that the strongest integration-focused products help automate invoice, payment, and reconciliation workflows while giving finance teams better visibility into current and projected cash. Review themes also show that smooth implementation and reliable syncing matter as much as feature breadth. Buyers typically prefer platforms that fit into existing accounting workflows instead of forcing teams into separate manual processes. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – integrates with accounting systems to automate invoice, approval, and payment workflows - [Kyriba](https://www.g2.com/products/kyriba/reviews) – connects treasury workflows with ERP systems for centralized data and reporting - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – keeps bill payment workflows inside QuickBooks for easier AP management ### Which software offers automated cash flow alerts? Based on G2 reviews, automated cash flow alerts are most often described indirectly through reminders, notifications, scheduled communications, or proactive visibility into payment status and expected cash movements. According to verified users, recent reviews highlight reminders for overdue invoices, notifications around payment requests, and clearer visibility into bills and receivables that are about to hit accounts. G2 reviewers mention that these automations help reduce manual follow-up and support quicker action when timing matters. While not every review uses the word alerts directly, many describe workflows that function like operational cash alerts for finance teams. Buyers looking for this capability should focus on products that automate reminders, payment monitoring, and exception visibility. ### Which platform is best for multi-currency cash flow tracking? Based on G2 reviews, [Kyriba](https://www.g2.com/products/kyriba/reviews) is the strongest single choice in this dataset for multi-currency cash flow tracking. According to verified users, it is frequently used for global cash visibility, foreign exchange workflows, multi-bank reporting, and treasury operations across different entities and currencies. G2 reviewers mention that centralized balances, cash positioning, ERP connectivity, and consolidated reporting are especially valuable when teams need to monitor liquidity across regions. Recent reviews also note that these benefits can come with a steeper setup or configuration effort, but users still emphasize the value of having banking, payments, and treasury data in one place. For multinational cash tracking, recent feedback consistently favors broad treasury visibility and control. ## How Many Cash Flow Management Software Products Does G2 Track? **Total Products under this Category:** 155 ### Category Stats (Jun 2026) - **Average Rating**: 4.55/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: LivePlan (+0.58%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: June 30, 2026* ## How Does G2 Rank Cash Flow Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 7,400+ Authentic Reviews - 155+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Cash Flow Management Software Is Best for Your Use Case? - **Leader:** [Agicap](https://www.g2.com/products/agicap/reviews) - **Highest Performer:** [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) - **Easiest to Use:** [Kolleno](https://www.g2.com/products/kolleno/reviews) - **Top Trending:** [Qonto](https://www.g2.com/products/qonto/reviews) - **Best Free Software:** [Agicap](https://www.g2.com/products/agicap/reviews) --- **Sponsored** ### Aleph Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2029&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=2029&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcash-flow-management&secure%5Btoken%5D=d59be161b695e0105f28c4f1fcfc120c9a8e8d23501bef93a1aa925aa1860041&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Cash Flow Management Software Products in 2026? ### 1. [Agicap](https://www.g2.com/products/agicap/reviews) Agicap is the leading all-in-one modular Cash Flow and Treasury Management platform worldwide. Our next-gen platform offers a Cash Flow Management core solution (bank connectivity, cash balancing, cash forecasts). It also includes a complete range of Accounts Payable and Accounts Receivable automation solutions in order to improve your company's cash performance: supplier invoice management, card spend management, cash collection, DSO analytics, etc. Agicap integrates and consolidates data from multiple sources and develops synergies between Products to meet all your cash challenges. - Banking Connectivity - Accounting Software & ERP Connectivity - Cash Flow Management - Cash Flow Planning - Accounts Payables Automation - Accounts Receivables Automation Since 2016, +8 000 SMEs and Mid-Market customers all across the world trust us. U.S. office: Austin (TX) European offices: Lyon (FR), Berlin (DE), Milan (IT), London (UK), and Barcelona (ES) **Average Rating:** 4.4/5.0 **Total Reviews:** 350 **How Do G2 Users Rate Agicap?** - **Forecast Comparison:** 8.6/10 (Category avg: 8.5/10) - **Forward Looking:** 9.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Agicap?** - **Seller:** [Agicap](https://www.g2.com/sellers/agicap) - **Company Website:** https://agicap.com - **Year Founded:** 2016 - **HQ Location:** Lyon, FR - **Twitter:** @AgicapFrance (926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/agicap/ (805 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, CEO - **Top Industries:** Accounting, Computer Software - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are Agicap's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Customer Support (19 reviews) - Features (19 reviews) - Cash Management (18 reviews) - Efficiency (17 reviews) **Cons:** - Integration Issues (13 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Difficult Setup (8 reviews) - Setup Difficulty (8 reviews) ### What Do G2 Reviewers Say About Agicap? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **user-friendly interface** of Agicap, simplifying cash flow management and financial planning effortlessly. - Users appreciate the **responsive customer support** of Agicap, enhancing their overall experience with the product. - Users value the **seamless expense management** features of Agicap, enhancing financial operations and cash flow visibility. - Users value the **clear and intuitive visibility** into cash flow management, enhancing financial planning and decision-making. - Users praise the **efficiency** of Agicap for its quick setup and effective expense management via phone or computer. **Cons:** - Users face significant **integration issues** , particularly with the DATEV Connection and AMEX API, impacting setup and efficiency. - Users find **limited customization** in Agicap, making it challenging for occasional users to set up advanced features. - Users are frustrated with the **missing features** , particularly regarding limited integrations, customization, and advanced reporting options. - Users struggle with the **difficult setup** of Agicap, finding it complex and time-consuming to implement effectively. - Users find the **setup process difficult and time-consuming** , often requiring extensive support and customization for effective use. #### What Are Recent G2 Reviews of Agicap? **"[Clear cash flow transparency & efficient treasury management](https://www.g2.com/survey_responses/agicap-review-12719720)"** **Rating:** 4.5/5.0 stars *— Julian F.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12719720) --- **"[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)"** **Rating:** 5.0/5.0 stars *— Cecile N.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12827913) --- #### What Are G2 Users Discussing About Agicap? - [What is Agicap used for?](https://www.g2.com/discussions/agicap-what-is-agicap-used-for) - [What is Agicap used for?](https://www.g2.com/discussions/what-is-agicap-used-for) ### 2. [Qonto](https://www.g2.com/products/qonto/reviews) With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European leader in its category. Get started with a powerful Business Account for all your everyday banking needs. - Local IBANs (🇫🇷 French IBAN / 🇩🇪 German IBAN/ 🇮🇹 Italian IBAN / 🇪🇸 Spanish IBAN) - Payment cards: spend up to €200,000/month. No hidden costs. Pay online, in-store, and abroad, whatever the situation, our range of free and premium corporate cards included in your subscription has got you covered. - Transfers: flexible payment methods - from Instant SEPA to SWIFT - so you can pay, and get paid, faster. - Transactions: unlimited history and real-time notifications. - Financing: easy access to integrated financing options. Then, leverage our Financial tools to keep track of your money and help you grow your business. - Invoice management: centralize invoices & receipts in one place, get paid faster & automate your outgoing payments. - Spend management: control team spending with budgets, automatic receipt collection & tailored access. - Bookkeeping: collaborate seamlessly with your accountant, connecting to our suite of tools, and get a full, real-time cash flow overview. **Average Rating:** 4.7/5.0 **Total Reviews:** 167 **How Do G2 Users Rate Qonto?** - **Forecast Comparison:** 8.2/10 (Category avg: 8.5/10) - **Forward Looking:** 8.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind Qonto?** - **Seller:** [Qonto](https://www.g2.com/sellers/qonto) - **Company Website:** https://qonto.com/ - **Year Founded:** 2016 - **HQ Location:** Paris, Île-de-France, France - **Twitter:** @getqonto (8,868 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/qonto (2,343 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Président - **Top Industries:** Accounting, Consulting - **Company Size:** 76% Small-Business, 4% Mid-Market #### What Are Qonto's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Customer Support (9 reviews) - Efficiency (6 reviews) - Intuitive (6 reviews) - Invoicing (6 reviews) **Cons:** - Expensive (4 reviews) - Implementation Issues (4 reviews) - Poor Customer Support (4 reviews) - Pricing Issues (4 reviews) - Approval Issues (3 reviews) ### What Do G2 Reviewers Say About Qonto? *AI-generated summary from verified user reviews* **Pros:** - Users find Qonto to be **easy to use** , with a user-friendly interface for efficient financial management. - Users appreciate the **customer support** from Qonto, finding it easy to contact for assistance when needed. - Users value the **efficiency** of Qonto, benefiting from its fast, organized financial management features on both desktop and mobile. - Users love the **intuitive interface** of Qonto, making daily finance management simple and efficient. - Users find Qonto's **invoicing features extremely helpful** for tracking payments and managing transactions efficiently. **Cons:** - Users find Qonto's **high costs** unappealing, especially when compared to cheaper alternatives with better benefits and UX. - Users are frustrated with **long check deposit processing times** and other technical limitations affecting usability. - Users express frustration with **poor customer support** , citing unhelpfulness, unprofessionalism, and delayed responses to inquiries. - Users are dissatisfied with the **high pricing issues** of Qonto compared to traditional banks and competitors. - Users express frustration with **approval issues** , citing unprofessional staff and excessive document requests during setup. #### What Are Recent G2 Reviews of Qonto? **"[Intuitive Banking, Time-Saving Invoicing with Great Speed and Support](https://www.g2.com/survey_responses/qonto-review-12996477)"** **Rating:** 4.5/5.0 stars *— chipo .* [Read full review](https://www.g2.com/survey_responses/qonto-review-12996477) --- **"[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)"** **Rating:** 5.0/5.0 stars *— Samantha M.* [Read full review](https://www.g2.com/survey_responses/qonto-review-12460835) --- #### What Are G2 Users Discussing About Qonto? - [What is Qonto used for?](https://www.g2.com/discussions/what-is-qonto-used-for) - 1 comment ### 3. [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,779 **How Do G2 Users Rate BILL AP/AR?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind BILL AP/AR?** - **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com) - **Company Website:** https://www.bill.com/ - **Year Founded:** 2006 - **HQ Location:** San Jose, CA - **Twitter:** @billcom (17,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 62% Small-Business, 28% Mid-Market #### What Are BILL AP/AR's Pros and Cons? **Pros:** - Ease of Use (1018 reviews) - Easy Payments (434 reviews) - Easy Integrations (340 reviews) - Easy Setup (325 reviews) - Time-saving (305 reviews) **Cons:** - Invoicing Problems (251 reviews) - Sync Issues (206 reviews) - Payment Issues (177 reviews) - Poor Customer Support (173 reviews) - Missing Features (164 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of BILL AP/AR, enhancing workflow efficiency and simplifying payment management. - Users praise the **easy payments** feature of Bill.com, enhancing efficiency in managing AP workflows seamlessly. - Users appreciate the **easy integrations** with accounting software, enhancing efficiency and simplifying invoice management. - Users appreciate the **easy setup** of BILL AP/AR, requiring minimal training for smooth implementation and usability. - Users appreciate the **time-saving features** of BILL AP/AR, drastically improving efficiency and reducing manual workload. **Cons:** - Users experience **invoicing problems** related to syncing and difficulty managing customer data fields effectively. - Users experience frustrating **sync issues** with BILL AP/AR, leading to time-consuming fixes and manual efforts. - Users experience significant **payment issues** with BILL AP/AR, including challenges with partial payments and frustrating syncing problems. - Users report **poor customer support** experiences, often facing challenges with responsiveness and inconsistent assistance. - Users are dissatisfied with the **missing features** like poor search functionality and lack of email approvals. #### What Are Recent G2 Reviews of BILL AP/AR? **"[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)"** **Rating:** 4.0/5.0 stars *— Samruddi M.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375) --- **"[Great Bill Payment Platform](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619)"** **Rating:** 4.5/5.0 stars *— Jordan Z.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619) --- #### What Are G2 Users Discussing About BILL AP/AR? - [How does Bill com integrate with QuickBooks?](https://www.g2.com/discussions/how-does-bill-com-integrate-with-quickbooks) - 1 comment - [What is Bill COM used for?](https://www.g2.com/discussions/what-is-bill-com-used-for) - 1 comment - [How do I get paid on Bill com?](https://www.g2.com/discussions/how-do-i-get-paid-on-bill-com) - [How long does Bill com take to pay?](https://www.g2.com/discussions/how-long-does-bill-com-take-to-pay) - 2 comments ### 4. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control. **Average Rating:** 4.5/5.0 **Total Reviews:** 25 **How Do G2 Users Rate QuickBooks Bill Pay?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.6/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind QuickBooks Bill Pay?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 12% Mid-Market #### What Are QuickBooks Bill Pay's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Integrations (3 reviews) - QuickBooks Integration (2 reviews) - Reporting (2 reviews) - Budgeting (1 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Bill Pay to be **easy to use** , allowing efficient billing and cash flow management. - Users value the **easy integrations** of QuickBooks Bill Pay, enhancing their billing and cash flow management experience. - Users value the **seamless QuickBooks integration** that enhances efficiency with instant payments and easy fund management. - Users value the **variety of reports** available in QuickBooks Bill Pay, aiding in informed decision-making. - Users appreciate the **budget-friendly payment options** of QuickBooks Bill Pay, making it ideal for small businesses and freelancers. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , especially for businesses operating on a tight budget. - Users find the **lack of check writing** functionality in QuickBooks Bill Pay limits their payment options. - Users find the **customer support limited** to chat, which can hinder effective problem resolution. #### What Are Recent G2 Reviews of QuickBooks Bill Pay? **"[Solid AP workflow for a small consulting firm](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523)"** **Rating:** 4.5/5.0 stars *— Verified User in Mechanical or Industrial Engineering* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523) --- **"[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)"** **Rating:** 5.0/5.0 stars *— Tammy S.* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033) --- ### 5. [Kyriba](https://www.g2.com/products/kyriba/reviews) Kyriba's Liquidity Performance platform is a cloud-based treasury management system (TMS) trusted to transform how organizations eliminate liquidity gridlock and optimize financial operations. The platform consolidates cash management, payment automation, risk management, and cash forecasting functions into a unified solution, providing CFOs and treasury teams with comprehensive tools to manage working capital and liquidity across global operations. Designed for mid-market and enterprise organizations, the platform addresses critical operational challenges related to cash visibility and treasury workflows that create liquidity gridlock. Organizations operating across multiple regions and currencies gain real-time monitoring of cash positions across bank accounts and entities through global connectivity features, including integration with 10,000 banks worldwide - enabling true liquidity performance at scale. The platform incorporates Trusted AI capabilities specifically built for treasury functions, delivering enhanced cash flow forecasting and liquidity analysis through artificial intelligence trained on decades of treasury-specific data. This purpose-built approach generates accurate predictions that finance leaders can rely on for strategic decision-making. Financial risk management features enable users to proactively track and analyze foreign exchange exposure, interest rate risks, and other financial metrics before they impact business performance. Payment automation functionality streamlines processing workflows, significantly reducing manual tasks and operational risks while supporting various payment formats and banking protocols. Advanced cash forecasting tools include scenario modeling capabilities and predictive analytics that transform working capital planning from reactive management into strategic liquidity performance optimization. The cloud-based infrastructure serves nearly 4,000 organizations managing 3.6 billion bank transactions and $51 trillion in payments annually across industries including manufacturing, retail, technology, and pharmaceuticals. Integration options include connectivity with major ERP systems such as SAP, Oracle, NetSuite, Workday, and Microsoft Dynamics, enabling seamless data flow across the financial ecosystem. The platform supports comprehensive treasury accounting functions, bank reconciliation, hedge accounting, and compliance reporting requirements. Multi-entity consolidation features accommodate organizations with complex corporate structures requiring centralized treasury oversight while maintaining subsidiary-level visibility and control. Kyriba's architecture includes API connectivity through the Kyriba Marketplace, enabling integration with third-party financial systems and services to create an extended liquidity network. The platform addresses critical treasury use cases including daily cash positioning, payment processing and approval workflows, FX hedging program management, debt and investment tracking, and regulatory compliance reporting - empowering organizations to transform their liquidity challenges into competitive advantages. **Average Rating:** 4.5/5.0 **Total Reviews:** 122 **How Do G2 Users Rate Kyriba?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **Forward Looking:** 7.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Kyriba?** - **Seller:** [Kyriba](https://www.g2.com/sellers/kyriba) - **Company Website:** https://www.kyriba.com - **Year Founded:** 2000 - **HQ Location:** San Diego, CA - **Twitter:** @kyribacorp (4,762 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/31955 (1,372 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Treasury Manager - **Top Industries:** Insurance, Commercial Real Estate - **Company Size:** 64% Enterprise, 21% Mid-Market #### What Are Kyriba's Pros and Cons? **Pros:** - Ease of Use (29 reviews) - Centralization (28 reviews) - Efficiency (24 reviews) - Financial Management (24 reviews) - Time-saving (23 reviews) **Cons:** - Complexity (13 reviews) - Difficulty (10 reviews) - Improvement Needed (9 reviews) - Learning Difficulty (9 reviews) - Steep Learning Curve (9 reviews) ### What Do G2 Reviewers Say About Kyriba? *AI-generated summary from verified user reviews* **Pros:** - Users find Kyriba's **ease of use** enhances operational efficiency, simplifying processes and facilitating a smoother onboarding experience. - Users value the **centralization of Treasury functions** in Kyriba, enhancing efficiency and focusing on strategic improvements. - Users value Kyriba's **efficiency in centralizing cash management** , enhancing visibility and reducing operational redundancies across treasury functions. - Users value Kyriba for its **centralized visibility and control** , streamlining treasury functions and enhancing reporting accuracy. - Users value Kyriba for its **time-saving capabilities** , significantly reducing time spent on daily financial tasks. **Cons:** - Users find the **complexity of workflows and configurations** in Kyriba burdensome, often requiring additional support and expertise. - Users find the **difficulty in running reports** challenging, requiring extensive knowledge and considerable time investment for proper configuration. - Users report that **system idiosyncrasies** hinder functionality, creating challenges in banking and payment processes. - Users find Kyriba has a **steep learning difficulty** , requiring significant time and effort to master navigation and configurations. - Users face a **steep learning curve** with Kyriba, requiring significant time investment to navigate and configure effectively. #### What Are Recent G2 Reviews of Kyriba? **"[Kyriba Unifies Treasury Functions and Drives Real Operational Improvements](https://www.g2.com/survey_responses/kyriba-review-12412487)"** **Rating:** 4.5/5.0 stars *— Mauricio M.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-12412487) --- **"[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)"** **Rating:** 5.0/5.0 stars *— Mitch H.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-10989447) --- #### What Are G2 Users Discussing About Kyriba? - [What is kyriba certification?](https://www.g2.com/discussions/kyriba-what-is-kyriba-certification) - [What is kyriba certification?](https://www.g2.com/discussions/what-is-kyriba-certification) - [Where is kyriba based?](https://www.g2.com/discussions/kyriba-where-is-kyriba-based) - [Where is kyriba based?](https://www.g2.com/discussions/where-is-kyriba-based) - [What does a treasury management system do?](https://www.g2.com/discussions/kyriba-what-does-a-treasury-management-system-do) ### 6. [Billtrust](https://www.g2.com/products/billtrust/reviews) Billtrust is a specialized B2B order-to-cash software solution designed to help finance leaders streamline their invoicing and payment processes. By transitioning from traditional paper invoicing and check acceptance to efficient electronic billing and payments, Billtrust enables organizations to enhance their cash flow management, reduce operational costs, and improve customer satisfaction. With a focus on leveraging AI-powered technology, Billtrust serves as a comprehensive platform that addresses the unique challenges businesses face in managing their accounts receivable. Targeting finance professionals across various industries, Billtrust is particularly beneficial for organizations that handle large volumes of invoices and payments. Its user-friendly interface and robust features cater to companies seeking to modernize their financial operations while maintaining a strong focus on customer experience. By automating the order-to-cash cycle, Billtrust enables finance teams to allocate their resources more effectively, allowing them to focus on strategic initiatives rather than mundane administrative tasks. With more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. The platform offers a suite of tools designed to facilitate electronic invoicing and payments. This not only accelerates cash flow but also minimizes the costs associated with paper-based invoicing methods. Additionally, Billtrust's AI-driven insights enable finance leaders to make informed decisions, optimize their collections strategies, and improve overall financial performance. The platform is designed to integrate seamlessly with existing financial systems, ensuring that businesses can adopt its solutions without significant disruption. By focusing on the specific needs of finance leaders, Billtrust offers a tailored approach that enhances operational efficiency and fosters stronger customer relationships through improved payment experiences. Overall, Billtrust is a powerful tool for finance leaders looking to modernize their order-to-cash processes. Its combination of advanced technology, industry expertise, and customer-centric design makes it an essential solution for organizations seeking to enhance their financial operations and drive sustainable growth. **Average Rating:** 4.4/5.0 **Total Reviews:** 505 **How Do G2 Users Rate Billtrust?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.5/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Billtrust?** - **Seller:** [Billtrust](https://www.g2.com/sellers/billtrust) - **Company Website:** https://www.billtrust.com/ - **Year Founded:** 2001 - **HQ Location:** Hamilton, NJ - **Twitter:** @Billtrust (1,888 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/billtrust/ (798 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Credit Manager, Accounts Receivable - **Top Industries:** Accounting, Construction - **Company Size:** 44% Enterprise, 39% Mid-Market #### What Are Billtrust's Pros and Cons? **Pros:** - Ease of Use (164 reviews) - Invoicing (93 reviews) - Payment Processing (50 reviews) - Customer Satisfaction (47 reviews) - Efficiency (41 reviews) **Cons:** - Invoicing Issues (38 reviews) - Payment Issues (35 reviews) - Missing Features (31 reviews) - Poor Customer Support (25 reviews) - Login Issues (24 reviews) ### What Do G2 Reviewers Say About Billtrust? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Billtrust, making payment processing for checks and invoices seamless. - Users appreciate the **visibility into invoice statuses** with Billtrust, enhancing their invoicing and payment tracking experience. - Users benefit from the **efficient payment processing** that streamlines invoicing and minimizes customer support calls. - Users cherish the **customer satisfaction** aspect of Billtrust, enjoying easy invoicing and seamless payment management. - Users enjoy the **efficiency** of Billtrust, appreciating its automation and seamless integration that simplifies workflows significantly. **Cons:** - Users experience **invoicing issues** , leading to delays and conflicts due to lack of essential features and communication. - Users experience **payment issues** with Billtrust, including delayed invoices and incorrect payment applications, complicating transactions. - Users experience **missing features** , such as on-demand statements and limitations in algorithm flexibility, impacting efficiency. - Users report **poor customer support** , facing difficulties in getting timely assistance and connecting with knowledgeable agents. - Users face **login issues** with Billtrust, including delayed password resets and problematic automatic logouts. #### What Are Recent G2 Reviews of Billtrust? **"[Data Driven Results Daily](https://www.g2.com/survey_responses/billtrust-review-10858963)"** **Rating:** 4.5/5.0 stars *— Laura H.* [Read full review](https://www.g2.com/survey_responses/billtrust-review-10858963) --- **"[Streamlines Payment Applications with Some Hiccups](https://www.g2.com/survey_responses/billtrust-review-12670770)"** **Rating:** 4.5/5.0 stars *— LILLIAN D.* [Read full review](https://www.g2.com/survey_responses/billtrust-review-12670770) --- #### What Are G2 Users Discussing About Billtrust? - [How long has billtrust been in business?](https://www.g2.com/discussions/how-long-has-billtrust-been-in-business) - 1 comment, 1 upvote - [Is Billtrust legit?](https://www.g2.com/discussions/is-billtrust-legit) - 3 comments, 1 upvote - [What kind of company is billtrust?](https://www.g2.com/discussions/what-kind-of-company-is-billtrust) - [What does Billtrust do?](https://www.g2.com/discussions/what-does-billtrust-do) - 1 comment, 1 upvote ### 7. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 355 **How Do G2 Users Rate Datarails?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Datarails?** - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (423 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Datarails, finding it intuitive and straightforward for generating reports and insights. - Users value the **native Excel integration** of Datarails, enhancing workflows while ensuring robust data governance and ease of use. - Users value the **reporting efficiency** of Datarails, greatly enhancing their data aggregation and analysis capabilities. - Users value the **robust data management features** of Datarails, enhancing workflows and ensuring accuracy across reporting. - Users value the **efficiency** of Datarails, simplifying monthly processes and enhancing financial reporting significantly. **Cons:** - Users find the **learning difficulty** of Datarails challenging, requiring time and experience to navigate effectively. - Users face a **steep learning curve** with Datarails, though support and updates help ease the transition over time. - Users express frustration over **missing features** in Datarails, especially limitations in plans and drill down capabilities. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users find Datarails to have **complex backend navigation** , complicating data tracing and link troubleshooting in models. #### What Are Recent G2 Reviews of Datarails? **"[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)"** **Rating:** 5.0/5.0 stars *— Elizabeth W.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12876184) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 8. [Tesorio](https://www.g2.com/products/tesorio/reviews) Tesorio provides finance leaders with the industry's first AI-driven connected financial operations platform, designed to empower business partners and drive growth while maintaining capital efficiency. By aggregating, structuring, and analyzing real-time primary source data, Tesorio delivers actionable insights and automates workflows for collections, cash application, and cash flow forecasting. Unlike platforms that stop at data reporting or point solutions that address only parts of the cash flow process, Tesorio offers end-to-end intelligent automation and enhances cross-functional collaboration. This enables finance leaders to effectively manage cash flow, optimize payment timing, and make strategic decisions that propel the business forward. Key benefits that Tesorio customers realize include: ▪︎ Reduction in days sales outstanding (DSO) ▪︎ 3x improvement in your collections team’s efficiency ▪︎ 75% decrease in time spent on low-value dunning activities ▪︎ 4x increase in customer-base reached See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator **Average Rating:** 4.7/5.0 **Total Reviews:** 236 **How Do G2 Users Rate Tesorio?** - **Forecast Comparison:** 8.2/10 (Category avg: 8.5/10) - **Forward Looking:** 8.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Tesorio?** - **Seller:** [Tesorio](https://www.g2.com/sellers/tesorio) - **Company Website:** https://www.tesorio.com - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @usetesorio (481 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3608288/ (44 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accounts Receivable Specialist - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 33% Enterprise #### What Are Tesorio's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Automation (16 reviews) - Collections Efficiency (16 reviews) - Invoicing Management (16 reviews) - Collections Management (15 reviews) **Cons:** - Improvement Needed (12 reviews) - Sync Issues (8 reviews) - Invoicing Issues (6 reviews) - Email Automation Issues (4 reviews) - Email Functionality (4 reviews) ### What Do G2 Reviewers Say About Tesorio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly setup** of Tesorio, which simplifies tasks and enhances efficiency for AR teams. - Users benefit from **advanced automation** in Tesorio, enhancing insights and customizability for better financial management. - Users value the **collections efficiency** of Tesorio, enhancing collaboration and visibility across financial teams and processes. - Users value the **ease of accessing and customizing invoice templates** in Tesorio, enhancing overall independence and efficiency. - Users value the **insightful dashboards** of Tesorio, enhancing collections management with clarity and customizable Dunning campaigns. **Cons:** - Users suggest that Tesorio requires **improvements in precision and reporting** for better accountability and insights. - Users express frustration with **sync issues** , citing delays and unsynced cash notes as significant inconveniences. - Users experience **invoicing issues** with delays and confusion over account hierarchies, impacting search results in Tesorio. - Users find **email automation issues** in Tesorio, highlighting difficulties with setup and limited email management functionality. - Users find the **email functionality inadequate** , hindering effective communication and management of important financial documents. #### What Are Recent G2 Reviews of Tesorio? **"[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)"** **Rating:** 5.0/5.0 stars *— Srinivasan S.* [Read full review](https://www.g2.com/survey_responses/tesorio-review-4106350) --- **"[Tesorio Review 2026](https://www.g2.com/survey_responses/tesorio-review-5358601)"** **Rating:** 5.0/5.0 stars *— Mohammed P.* [Read full review](https://www.g2.com/survey_responses/tesorio-review-5358601) --- #### What Are G2 Users Discussing About Tesorio? - [What is Tesorio used for?](https://www.g2.com/discussions/what-is-tesorio-used-for) ### 9. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 120 **How Do G2 Users Rate Anchor?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.9/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving automation** of Anchor, streamlining billing and proposal processes effortlessly. - Users find Anchor to be **incredibly easy to use** , facilitating quick setup and efficient client interactions. - Users appreciate the **automation features** of Anchor, simplifying billing and enhancing the overall sales process significantly. - Users appreciate the **efficiency** of Anchor, streamlining proposals, contracts, and billing to enhance professionalism and save time. - Users appreciate the **flexibility** of Anchor, streamlining proposals, contracts, and billing for a more professional experience. **Cons:** - Users find **payment issues** challenging, particularly with creating plans for large projects and lacking next day funding options. - Users mention **processing delays** have improved, but desire next day funding for better cash flow management. - Users find the **limited customization options** frustrating, wishing for more flexibility in agreements and notifications. - Users note a **steep learning curve** with Anchor, requiring time and guidance to master the software effectively. - Users still face a **10-day delay in payouts** with certain payment methods, hindering cash flow efficiency. #### What Are Recent G2 Reviews of Anchor? **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- ### 10. [Atlar](https://www.g2.com/products/atlar/reviews) Atlar is the AI-native treasury platform that helps finance teams manage payments, cash, forecasting, and bank connectivity — all in one place. Built for modern teams at scaling companies, Atlar is a treasury management platform that replaces spreadsheets, bank portals, and manual workflows with real-time automation and visibility. It connects directly to banks and ERPs to centralize treasury and finance operations, helping teams move faster, reduce risk, and make better cash decisions. Finance and treasury professionals use Atlar to run global payments, automate reconciliation, track cash positions across entities and currencies, and forecast with confidence. Whether managing liquidity, passing audits, or scaling operations, Atlar provides the control and clarity needed at every stage of growth. Atlar is trusted by teams at companies like Acne Studios, Forto, GetYourGuide, Mangopay, Storytel, Tide, and Zilch. They’ve replaced repetitive tasks with real-time workflows and transformed treasury from a cost center into a strategic driver of growth. Key features and benefits include: – Real-time visibility into global cash positions and forecasts across accounts, entities, and banks. – Direct integrations with leading banks and ERPs like NetSuite for streamlined data and payment flows. – Automated payment operations, from approval workflows to execution and reconciliation. – Stronger financial controls with standardized processes and audit-ready oversight. – Liquidity optimization tools to better manage pooling, intercompany flows, and working capital. Atlar is headquartered in Stockholm and backed by Index Ventures and General Catalyst. It is a preferred partner of industry leaders such as NetSuite, Citi, Nordea, and others. **Average Rating:** 4.8/5.0 **Total Reviews:** 62 **How Do G2 Users Rate Atlar?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.5/10) - **Forward Looking:** 9.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Atlar?** - **Seller:** [Atlar](https://www.g2.com/sellers/atlar) - **Company Website:** https://www.atlar.com/ - **Year Founded:** 2022 - **HQ Location:** Stockholm, Sweden - **Twitter:** @atlarhq (37 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/atlarhq/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 75% Mid-Market, 24% Small-Business #### What Are Atlar's Pros and Cons? **Pros:** - Customer Support (18 reviews) - Ease of Use (17 reviews) - Implementation Ease (14 reviews) - Easy Integrations (10 reviews) - Intuitive (10 reviews) **Cons:** - Expensive (3 reviews) - Extra Charges (2 reviews) - High Fees (2 reviews) - Implementation Issues (2 reviews) - Improvement Needed (2 reviews) ### What Do G2 Reviewers Say About Atlar? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Atlar's **quick and supportive customer support** , ensuring seamless implementation and assistance whenever needed. - Users appreciate the **ease of use** of Atlar, making bank account management straightforward and efficient. - Users highlight Atlar's **implementation ease** and intuitive design, making onboarding and daily use incredibly straightforward. - Users find Atlar's **easy integrations** invaluable for efficient cash management and enhanced financial decision-making. - Users appreciate the **intuitive interface** of Atlar, which simplifies data interpretation and enhances overall user experience. **Cons:** - Users find Atlar **relatively expensive** , especially with potential hidden costs and additional fees for extra bank connections. - Users caution about **extra charges** associated with bank connections and implementation fees, which can add up unexpectedly. - Users find the **high fees** of Atlar to be a concern, especially with hidden costs for setup and connections. - Users note the **hidden costs and onboarding time** for new banks can be a consideration when using Atlar. - Users note that **improvement is needed** for bank onboarding times and available bank options within Atlar. #### What Are Recent G2 Reviews of Atlar? **"[Clean, Intuitive, and Reliable—Purpose-Built Features That Deliver](https://www.g2.com/survey_responses/atlar-review-12877846)"** **Rating:** 5.0/5.0 stars *— Camilo G.* [Read full review](https://www.g2.com/survey_responses/atlar-review-12877846) --- **"[Comprehensive Cash Visibility and Reporting Made Simple](https://www.g2.com/survey_responses/atlar-review-11740156)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/atlar-review-11740156) --- ### 11. [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) Quadient Accounts Receivable streamlines the entire order to cash cycle, helping finance teams collect payments faster, eliminate manual work, and manage cash flow with confidence. Designed for B2B organizations, the platform uses automated collection workflows and a frictionless customer payment experience to get customers paying 34% faster, making billing, invoicing, and follow ups smoother for finance teams and their customers. Quadient AR removes operational friction by automating routine tasks across invoicing, collections, and cash application, enabling teams to eliminate 50% of tedious manual work with industry leading automation. With real time, customizable dashboards powered by machine learning, teams can forecast cash flow with up to 94% accuracy while tracking aging, DSO, and payer behavior all in one place for faster, more confident decision making. With this level of clarity, finance teams can reduce bad debt, improve collection rates, and maintain a healthy cash flow. Customers see significant financial impact with Quadient AR delivering an impressive average of 403% ROI over three years, supported by reduced DSO, fewer write offs, and more consistent payment behavior. With automated reminders, multi channel invoice delivery, integrated payments, AI powered cash application, robust credit and dispute management, and seamless integrations with any ERP, Quadient transforms AR from a reactive, manual function into a proactive engine for cash flow acceleration, stronger customer relationships, and long term financial health. **Average Rating:** 4.4/5.0 **Total Reviews:** 145 **How Do G2 Users Rate Quadient Accounts Receivable?** - **Forecast Comparison:** 9.0/10 (Category avg: 8.5/10) - **Forward Looking:** 9.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind Quadient Accounts Receivable?** - **Seller:** [Quadient](https://www.g2.com/sellers/quadient) - **Company Website:** https://www.quadient.com/ - **Year Founded:** 1924 - **HQ Location:** Bagneux, France - **Twitter:** @Quadient (3,878 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quadient/ (3,966 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, Accounts Receivable Specialist - **Top Industries:** Accounting, Computer Software - **Company Size:** 59% Mid-Market, 23% Small-Business #### What Are Quadient Accounts Receivable's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Automation (4 reviews) - Customer Satisfaction (4 reviews) - Customer Management (3 reviews) - Reporting (3 reviews) **Cons:** - Payment Issues (3 reviews) - Invoicing Issues (2 reviews) - Missing Features (2 reviews) - Card Issues (1 reviews) - Communication Issues (1 reviews) ### What Do G2 Reviewers Say About Quadient Accounts Receivable? *AI-generated summary from verified user reviews* **Pros:** - Users find Quadient Accounts Receivable to be **user-friendly and easy to implement** , significantly enhancing daily workflows and efficiency. - Users value the **automation features** in Quadient Accounts Receivable, enhancing efficiency and reducing manual workload significantly. - Users appreciate the **excellent customer support** of Quadient Accounts Receivable, enhancing satisfaction and efficiency in account management. - Users appreciate the **organization and communication** features of Quadient Accounts Receivable, enhancing customer interactions and workflows. - Users value the **ease of reporting** in Quadient Accounts Receivable, enhancing decision-making and workflow efficiency. **Cons:** - Users experience **payment issues** with Quadient Accounts Receivable, often encountering failures during transactions that need attention. - Users find **invoicing issues** with Quadient Accounts Receivable, preferring a more streamlined notification process for multiple invoices. - Users find the **email format lacking** , with limited customization and difficulties in managing invoice and reminder workflows. - Users encounter **credit card failure issues** that cause frustration during transaction processes with Quadient Accounts Receivable. - Users face **communication issues** due to ungrouped conversations, though they find the inbox generally effective. #### What Are Recent G2 Reviews of Quadient Accounts Receivable? **"[collections](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545)"** **Rating:** 4.5/5.0 stars *— Natalia A.* [Read full review](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545) --- **"[Move to Quadient AR (Yaypay) was a great experience](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-10066652)"** **Rating:** 4.5/5.0 stars *— Becky T.* [Read full review](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-10066652) --- #### What Are G2 Users Discussing About Quadient Accounts Receivable? - [What are the benefits and challenges of using Quadient Accounts Receivable by YayPay, and what do you recommend for new users?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-quadient-accounts-receivable-by-yaypay-and-what-do-you-recommend-for-new-users) - [What is YayPay by Quadient used for?](https://www.g2.com/discussions/what-is-yaypay-by-quadient-used-for) ### 12. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Forecast Comparison:** 8.8/10 (Category avg: 8.5/10) - **Forward Looking:** 8.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **automation capabilities** of Causal, praising its simplicity and quick implementation for data integration. - Users appreciate the **ease of use and integration** in Causal, making budgeting and planning straightforward and efficient. - Users appreciate the **collaboration capabilities** of Causal, enhancing teamwork and streamlining budgeting and planning processes. - Users appreciate the **robust data analysis** capabilities of Causal, enjoying seamless integration of actual and forecasted values. - Users appreciate the **ease of implementation** with Causal, enabling quick integration and efficient data management. **Cons:** - Users find the **difficult learning curve** of Causal challenging but manageable with external assistance. - Users find the **insufficient training** on Causal challenging, often needing external help to get started effectively. - Users feel that while Causal offers integrations, there are still **integration issues** that limit its full potential. - Users find the initial phase of Causal to be a bit challenging due to the **learning curve** involved. - Users find the **learning difficulty** of Causal challenging, often requiring additional help for effective onboarding. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 13. [Trovata](https://www.g2.com/products/trovata-trovata/reviews) Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visibility, treasury operations, and stablecoin within a single cloud-based system. Trovata connects to thousands of global banks through direct APIs, SWIFT, and secure file delivery, then normalizes balances and transactions into a real-time, AI-ready data foundation. This standardized dataset powers cash reporting, forecasting, payments, risk management, and accounting workflows across entities and geographies. In addition to traditional bank rails, Trovata supports programmable stablecoin liquidity, enabling faster, more flexible global money movement. Trovata AI is embedded directly into the treasury operating system. Operating within a controlled AWS environment, it acts on real treasury data and workflows to deliver conversational answers, proactive insights, and governed agentic automation, reducing manual work without compromising control or auditability. Trovata is delivered through three connected products. Trovata Cash provides centralized bank data, real-time liquidity dashboards, AI Chat, and automated insights to explain cash movements, surface anomalies, and accelerate forecasting. Trovata TMS extends into full treasury management, where AI Agents automate recurring workflows such as variance analysis, daily cash reporting, reconciliation summaries, and executive updates. Trovata Data offers managed bank connectivity and normalized financial data through APIs, enabling teams to embed liquidity intelligence into internal systems and digital finance applications. Core capabilities include: Direct multibank connectivity with normalized, AI-ready financial data, agentic AI for monitoring activity, explaining variances, and automating treasury workflows, machine learning–supported forecasting and anomaly detection, payment initiation and policy-controlled approvals across bank and stablecoin rails, enterprise-grade security with encrypted data, role-based access, and fully auditable AI Built on modern cloud infrastructure, Trovata supports high-volume global treasury operations for mid-market and enterprise organizations, as well as banks and fintechs embedding AI-driven liquidity capabilities into their products. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Trovata?** - **Forecast Comparison:** 7.4/10 (Category avg: 8.5/10) - **Forward Looking:** 7.4/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Trovata?** - **Seller:** [Trovata](https://www.g2.com/sellers/trovata-ebf25137-9f26-4de2-a1d8-07eba008265f) - **Company Website:** https://www.trovata.io/ - **Year Founded:** 2016 - **HQ Location:** San Diego, CA - **Twitter:** @Trovata_io (577 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/trovata-io (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Treasury Manager - **Top Industries:** Financial Services - **Company Size:** 41% Enterprise, 32% Mid-Market #### What Are Trovata's Pros and Cons? **Pros:** - Analytics (4 reviews) - Automation (4 reviews) - Efficiency (4 reviews) - Efficiency Improvement (4 reviews) - Financial Management (4 reviews) **Cons:** - Learning Curve (2 reviews) - Steep Learning Curve (2 reviews) - Complexity (1 reviews) - Difficult Setup (1 reviews) - Field Limitations (1 reviews) ### What Do G2 Reviewers Say About Trovata? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **unprecedented visibility** provided by Trovata, streamlining treasury operations and enhancing financial forecasts. - Users appreciate Trovata for its **exceptional automation** , transforming treasury operations with real-time visibility and efficiency. - Users value Trovata for its **exceptional efficiency** , drastically reducing manual tasks and enhancing real-time financial reporting. - Users praise Trovata for its **efficiency improvement** , significantly reducing time spent on reporting and cash management tasks. - Users appreciate Trovata for its **exceptional tagging and real-time reporting** capabilities, transforming treasury operations and saving time. **Cons:** - Users experience a **slight learning curve** during initial setup, but the support makes it manageable and valuable. - Users experience a **steep learning curve** during initial setup, though support helps ease the transition effectively. - Users find Trovata's **complexity in handling multiple banks** cumbersome, struggling to manage missing data effectively. - Users find the **difficult setup** of Trovata requires careful planning, despite strong support easing the process. - Users experience **field limitations** in forecasting and reporting customization, along with latency concerns impacting usability. #### What Are Recent G2 Reviews of Trovata? **"[Amazing product, service and price!!](https://www.g2.com/survey_responses/trovata-review-11076640)"** **Rating:** 5.0/5.0 stars *— Erica Jamay P.* [Read full review](https://www.g2.com/survey_responses/trovata-review-11076640) --- **"[Seamless All-in-One Dashboard with Game-Changing Unlimited Retention](https://www.g2.com/survey_responses/trovata-review-12891353)"** **Rating:** 4.0/5.0 stars *— Zackery N.* [Read full review](https://www.g2.com/survey_responses/trovata-review-12891353) --- #### What Are G2 Users Discussing About Trovata? - [What is the use of Trovata?](https://www.g2.com/discussions/what-is-the-use-of-trovata) - 1 comment - [What is TMS banking?](https://www.g2.com/discussions/what-is-tms-banking) - 1 comment - [What does trovata do?](https://www.g2.com/discussions/what-does-trovata-do) - 1 comment ### 14. [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 95 **How Do G2 Users Rate Fathom?** - **Forecast Comparison:** 8.5/10 (Category avg: 8.5/10) - **Forward Looking:** 8.5/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (72 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 54% Small-Business, 35% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users praise Fathom for its **intuitive and powerful features** , enhancing reporting clarity and operational performance. - Users love the **ease of use** of Fathom, finding it intuitive and powerful for financial planning and reporting. - Users commend Fathom for its **versatile and customizable reporting** tools that enhance clarity and audit-readiness. - Users praise the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the platform. - Users benefit from Fathom's **reporting efficiency** , enjoying tailored, visually appealing reports that enhance decision-making and clarity. **Cons:** - Users find **missing features** in Fathom, particularly in budget uploads and custom KPI management, limiting efficiency. - Users find **upload issues** with Fathom, as Excel requirements complicate budget management and hinder automation. - Users find **customization difficult** with Fathom, facing limitations in building bespoke reports and adding custom KPIs. - Users struggle with **import issues** , finding the data upload process clunky and complex, especially with Quickbooks integration. - Users feel that **improvements are needed** in structuring options, reporting clarity, and graphic representation of data. #### What Are Recent G2 Reviews of Fathom? **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- **"[Powerful Assumptions and Sub-Department KPI Tracking Made Easy](https://www.g2.com/survey_responses/fathom-review-12847237)"** **Rating:** 4.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12847237) --- ### 15. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.5/10) - **Forward Looking:** 9.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (10 reviews) - Easy Integrations (10 reviews) - Planning (9 reviews) - Automation (8 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Complexity (4 reviews) - Steep Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Runway Financial, benefiting from its intuitive dashboard and seamless integrations. - Users praise Runway Financial's **exceptional customer support** , highlighting their quick responses and effective issue resolution. - Users value the **seamless integrations** of Runway Financial, enabling real-time data access for effective decision-making. - Users appreciate the **ease of planning** with Runway, enabling seamless segmentation and insightful growth scenario modeling. - Users praise the **seamless automation** of Runway Financial, enhancing integration and providing a unified view of data. **Cons:** - Users note a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note a significant **learning curve** , making it challenging for beginners to fully utilize Runway Financial's features. - Users note a **steep learning curve** with Runway Financial, making it challenging for those unfamiliar with SQL. - Users find the **complexity of setup and ongoing adjustments** in Runway Financial can be challenging without proper support. - Users highlight a **steep learning curve** with Runway Financial, requiring prior knowledge for effective onboarding and usage. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 16. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Forecast Comparison:** 9.7/10 (Category avg: 8.5/10) - **Forward Looking:** 9.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Clockwork.ai?** - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Ease of Use (5 reviews) - Ease of Implementation (4 reviews) - Implementation Ease (3 reviews) - Automation (2 reviews) **Cons:** - Slow Loading (2 reviews) - Slow Performance (2 reviews) - Performance Issues (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **outstanding customer support** from Clockwork.ai, enhancing implementation and ensuring a smooth experience. - Users find Clockwork.ai to be incredibly **easy to use** , streamlining their financial processes with minimal effort. - Users find **ease of implementation** with Clockwork.ai, appreciating its straightforward setup and responsive support team. - Users praise the **implementation ease** of Clockwork.ai, highlighting swift setup and responsive support from the team. - Users praise the **automation capabilities** of Clockwork.ai, appreciating its ease of implementation and flexibility for growth. **Cons:** - Users find the **slow loading** times of Clockwork.ai to be a minor inconvenience during data processing. - Users note a **slow performance** with Clockwork.ai, particularly during loading and updating processes, affecting efficiency. - Users note **performance issues** with Clockwork.ai, such as brief load times that may affect user experience. - Users note that the **update issues** take a few seconds, but it's considered a minor inconvenience overall. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 17. [Embat](https://www.g2.com/products/embat/reviews) Embat is the next-generation treasury management platform, providing a centralised tool for banking connectivity, treasury processes, payment automation and automated accounting and reconciliation. This allows finance teams to save up to 75% of the time usually dedicated to treasury tasks, while providing real-time and global insights on cash and debt positions. Features include: + Real-time Treasury management + Banking & ERP Connectivity + Banking Pool management + Cash flow Forecasting + Corporate Payments centralisation + Automated Accounting and Bank Reconciliation + Intercompany & In-house banking + Counterparty management **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Embat?** - **Forecast Comparison:** 7.6/10 (Category avg: 8.5/10) - **Forward Looking:** 7.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Embat?** - **Seller:** [Embat](https://www.g2.com/sellers/embat) - **Company Website:** https://www.embat.io - **Year Founded:** 2021 - **HQ Location:** Madrid, ES - **LinkedIn® Page:** https://www.linkedin.com/company/embat-io (171 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 74% Mid-Market, 11% Small-Business #### What Are Embat's Pros and Cons? **Pros:** - Integrations (7 reviews) - Automation (6 reviews) - Ease of Use (6 reviews) - Easy Integrations (6 reviews) - Flexibility (6 reviews) **Cons:** - Integration Issues (4 reviews) - Slow Performance (4 reviews) - ERP Integration (2 reviews) - Implementation Issues (2 reviews) - Improvement Needed (2 reviews) ### What Do G2 Reviewers Say About Embat? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent ERP integration** of Embat, significantly saving time and enhancing efficiency in financial management. - Users value the **automation capabilities** of Embat, significantly improving efficiency and financial integration processes. - Users appreciate the **ease of use** with Embat, benefiting from real-time cash position and centralized financial data. - Users value the **easy integrations** with Embat, allowing for swift, reliable setups and enhanced accounting functions. - Users appreciate the **flexibility** of Embat, allowing efficient automation and improved time management for strategic tasks. **Cons:** - Users face **integration issues** with banks, as many do not accept API connections or have outdated information. - Users find the **slow performance** of Embat frustrating, especially during synchronization and reflecting changes in the system. - Users experience **slow ERP synchronization** , with significant delays in reflecting changes and syncing bank movements. - Users are frustrated with the **implementation issues** , facing unexpected costs and ongoing reliance on support for problems. - Users find the **reporting functionality lacking** in flexibility, making it challenging to generate desired reports. #### What Are Recent G2 Reviews of Embat? **"[Fast, Effortless Bank Reconciliation](https://www.g2.com/survey_responses/embat-review-12515902)"** **Rating:** 4.5/5.0 stars *— Ana G.* [Read full review](https://www.g2.com/survey_responses/embat-review-12515902) --- **"[Embat Makes Bank Reconciliation Simple for the Whole Team](https://www.g2.com/survey_responses/embat-review-12516988)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/embat-review-12516988) --- ### 18. [Nilus](https://www.g2.com/products/nilus/reviews) Nilus aims to address the challenges businesses face in managing cash flow effectively. Many companies struggle with predicting and optimizing their cash flow, leading to financial instability. Nilus's AI-driven platform not only provides real-time insights and forecasts but also reduces manual inefficiencies and risks associated with cash flow management. By automating processes, Nilus enhances businesses' ability to seize financial opportunities, allowing them to make informed decisions and improve overall financial planning. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Nilus?** - **Forecast Comparison:** 7.7/10 (Category avg: 8.5/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.3/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Nilus?** - **Seller:** [Nilus](https://www.g2.com/sellers/nilus) - **Company Website:** https://www.nilus.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/nilus-finance (72 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Mid-Market, 8% Enterprise #### What Are Nilus's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customer Support (8 reviews) - Time-saving (5 reviews) - Time Saving (5 reviews) - Cash Management (4 reviews) **Cons:** - Difficult Setup (1 reviews) - Implementation Issues (1 reviews) - Unreliable Service (1 reviews) ### What Do G2 Reviewers Say About Nilus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Nilus, which simplifies cash management and enhances financial planning. - Users praise the **excellent customer support** of Nilus, noting its responsiveness and reliability in providing solutions. - Users love how Nilus delivers **time-saving automation** , streamlining financial management and enhancing overall efficiency. - Users love how Nilus offers **time-saving automation** , simplifying cash management and enhancing overall financial planning. - Users value the **intuitive interface** of Nilus, enhancing cash management and simplifying daily financial operations. **Cons:** - While the **difficult setup** can be time-consuming, Nilus' support makes it manageable during the process. - Users face **connectivity issues** that hinder reviewing transactions and balances, though the team is addressing the problem. - Users face **unreliable service** due to connectivity issues, affecting their ability to review transactions effectively. #### What Are Recent G2 Reviews of Nilus? **"[Nilus - the Bank to ERP automation & cash flow tool that transformed Yotpo's Finance](https://www.g2.com/survey_responses/nilus-review-11523403)"** **Rating:** 5.0/5.0 stars *— Mari O.* [Read full review](https://www.g2.com/survey_responses/nilus-review-11523403) --- **"[Excellent Software for Cash Flow Management](https://www.g2.com/survey_responses/nilus-review-11543605)"** **Rating:** 5.0/5.0 stars *— Alex Z.* [Read full review](https://www.g2.com/survey_responses/nilus-review-11543605) --- ### 19. [Serrala](https://www.g2.com/products/serrala/reviews) Serrala is the global market leader and innovator in finance process automation. Our award-winning suite of applications is the world’s only fully integrated and fully customizable AI finance automation portfolio. Our solutions give finance leaders the power to evolve, optimize their working capital and streamline all workflows, planning, and compliance, by automating all operational processes across Order to Cash, Procure to Pay, Cash Flow Management, and Treasury. Our AI-powered finance automation suite is trusted by thousands of organizations worldwide to gain real-time insights and create operational excellence through high performance engineering and seamless integration. Our solutions deploy as SAP-embedded extensions of ECC and S/4 HANA, or as cloud-native SaaS for any ERP. We’ve been advancing the office of the CFO for over 40 years with solutions that accelerate growth, enhance decision-making, and achieve sustainable finance success by eliminating obstacles to change like outdated manual processes, fragmented tech ecosystems, and poor data visibility and quality. With our help, our customers can apply breakthrough principles like AI to flexibly create a path to a proactive, strategic, and growth-generating finance function. And see results like: - 50% reductions to cost per invoice and 50%+ straight-through processing rates – even with invoice volumes in the millions. - 99% automation of cash application processes and 30% reductions to DSO via automated credit management and collections. - Full liquidity control and visibility across all global accounts and transactions – no matter how complex their architecture or compliance needs. **Average Rating:** 4.4/5.0 **Total Reviews:** 82 **How Do G2 Users Rate Serrala?** - **Forecast Comparison:** 8.1/10 (Category avg: 8.5/10) - **Forward Looking:** 9.4/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.5/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10) **Who Is the Company Behind Serrala?** - **Seller:** [Serrala](https://www.g2.com/sellers/serrala) - **Company Website:** https://www.serrala.com - **Year Founded:** 1984 - **HQ Location:** Norderstedt, DE - **Twitter:** @WeAreSerrala (677 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/serrala/ (813 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 48% Enterprise, 34% Mid-Market #### What Are Serrala's Pros and Cons? **Pros:** - Automation (3 reviews) - Ease of Use (3 reviews) - Automation Efficiency (2 reviews) - Easy Setup (2 reviews) - Efficiency (2 reviews) **Cons:** - Bank Integration (1 reviews) - Complex Interface (1 reviews) - Complex Setup (1 reviews) - Design Improvement (1 reviews) - Difficult Learning (1 reviews) ### What Do G2 Reviewers Say About Serrala? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **automation capabilities** of Serrala, significantly reducing manual workload and enhancing cash transaction insights. - Users find Serrala’s solutions to be **easy to implement and intuitive** , significantly enhancing their financial processes. - Users value the **automation efficiency** of Serrala, significantly reducing manual workload in cash allocation processes. - Users praise the **easy setup** of Serrala, appreciating its quick integration and simple configuration tasks. - Users find Serrala's solutions to be **intuitive and efficient** , greatly enhancing financial processes and insights. **Cons:** - Users find **creating rules in autobank challenging** , requiring extensive training to effectively use the system. - Users find the **complex interface** challenging, especially for those without a technical background in creating and updating rules. - Users find the **complex setup** of Serrala challenging, needing significant training to create rules effectively. - Users note that there's **room for improvement** in the user interface and navigation of Serrala. - Users find that creating rules in Serrala's autobank is challenging, requiring significant training to **overcome difficult learning**. #### What Are Recent G2 Reviews of Serrala? **"[Efficient AP Automation with Top-Notch Support](https://www.g2.com/survey_responses/serrala-review-12675535)"** **Rating:** 5.0/5.0 stars *— Haley M.* [Read full review](https://www.g2.com/survey_responses/serrala-review-12675535) --- **"[Streamlines Financial Processes but EBAM Needs Improvement](https://www.g2.com/survey_responses/serrala-review-12675671)"** **Rating:** 4.0/5.0 stars *— Angel S.* [Read full review](https://www.g2.com/survey_responses/serrala-review-12675671) --- #### What Are G2 Users Discussing About Serrala? - [What is Payference used for?](https://www.g2.com/discussions/what-is-payference-used-for) - [What is Serrala used for?](https://www.g2.com/discussions/what-is-serrala-used-for) - 1 comment, 1 upvote ### 20. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 191 **How Do G2 Users Rate Jirav?** - **Forecast Comparison:** 9.3/10 (Category avg: 8.5/10) - **Forward Looking:** 9.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Jirav, enjoying its intuitive layout and straightforward navigation for reporting. - Users commend Jirav's **responsive customer support** , making integration smooth and enhancing the overall user experience. - Users appreciate the **robust visual presentation** of Jirav dashboards, enhancing understanding and engagement with financial data. - Users highly value the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management** capabilities, enhancing reporting and real-time tracking for effective planning. **Cons:** - Users face a **steep learning curve** when transitioning from traditional models, but support aids in overcoming initial challenges. - Users note a significant **learning curve** initially, but recognize the benefits once familiar with the platform. - Users face a **learning difficulty** transitioning from Excel, despite helpful customer support and onboarding assistance. - Users find the **limited reporting capability** of Jirav frustrating, as it hampers critical data analysis and presentation. - Users express a desire for **missing features** like multiple entities and advanced conditional functions in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 21. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Syft?** - **Forecast Comparison:** 8.6/10 (Category avg: 8.5/10) - **Forward Looking:** 8.5/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Syft?** - **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics) - **Year Founded:** 2016 - **HQ Location:** Wilmington, US - **Twitter:** @Syft_Analytics (511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (97 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 70% Small-Business, 28% Mid-Market #### What Are Syft's Pros and Cons? **Pros:** - Reporting (9 reviews) - Easy Integrations (8 reviews) - Financial Management (8 reviews) - Integrations (7 reviews) - Reporting Efficiency (7 reviews) **Cons:** - Connectivity Issues (2 reviews) - Customization Difficulties (2 reviews) - Excel Integration Issues (2 reviews) - Expensive (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive reporting features** of Syft, which streamline decision-making and save time significantly. - Users appreciate the **easy integrations** of Syft, significantly enhancing reporting efficiency and user experience. - Users praise the **seamless integration and reporting capabilities** of Syft, enhancing financial management for businesses. - Users appreciate the **seamless integrations** of Syft, enhancing efficiency and saving valuable time for financial tasks. - Users value the **reporting efficiency** of Syft, streamlining month-end processes and enhancing global entity management. **Cons:** - Users face **connectivity issues** with Syft, as data sync problems arise and options for data connection are limited. - Users find **customization difficulties** in Syft, particularly with report creation and column settings compared to other tools. - Users face **Excel integration issues** due to limited data connection options, affecting custom analytics capabilities. - Users find Syft **expensive** , noting that costs can quickly increase with additional features and subscription upgrades. - Users note a **steep learning curve** for mastering advanced features, despite helpful training resources available. #### What Are Recent G2 Reviews of Syft? **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 22. [Kolleno](https://www.g2.com/products/kolleno/reviews) Kolleno is an accounts receivable platform that brings together receivables, payments and reconciliation - all in one place. Ranked among the top 50 Softwares in Accounting & Finance by G2, the platform is built for and by finance professionals to automate and optimise finance back-office processes with highly customisable workflows. Kolleno simplifies the management of client payments, related communications, and financial reporting by keeping everything in sync - data, systems, and people. Powered by advanced AI capabilities, Kolleno pulls data from all incoming accounting systems, ERPs and CRMs, enabling users to leverage context-sensitive content across key finance systems, processes and workflows. We foresee traditional finance operations transforming into seamless digital experiences for everyone involved – including CFOs, finance teams and their clients. Ultimately, Kolleno helps businesses to run everyday operations intelligently, freeing up resources to focus on higher-priority, growth-driving activities. Our platform is designed to be user-friendly and intuitive, making it simple for you to get started right away. Ultimately, Kolleno helps you to get the cash in faster and free up your resources to focus on and reinvest in growth-driving activities. Don't waste another moment on manual accounting processes - upgrade to Kolleno today and experience the future of financial management. An example of success offered by Kolleno to a real client in their first 3 months: 📉32% reduction in Days Sales Outstanding (DSO) 💰Reduced outstanding receivables by 50% ⏰40% of time saved a week on manual activities **Average Rating:** 4.9/5.0 **Total Reviews:** 99 **How Do G2 Users Rate Kolleno?** - **Forecast Comparison:** 9.6/10 (Category avg: 8.5/10) - **Forward Looking:** 9.7/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Kolleno?** - **Seller:** [Kolleno](https://www.g2.com/sellers/kolleno) - **Company Website:** https://www.kolleno.com - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @KollenoHQ (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kolleno-limited/?originalSubdomain=uk (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 54% Small-Business, 33% Mid-Market #### What Are Kolleno's Pros and Cons? **Pros:** - Collections Efficiency (5 reviews) - Automation (4 reviews) - Time Saving (4 reviews) - Ease of Use (3 reviews) - Easy Integrations (3 reviews) **Cons:** - Poor Navigation (1 reviews) ### What Do G2 Reviewers Say About Kolleno? *AI-generated summary from verified user reviews* **Pros:** - Users praise Kolleno for its **collections efficiency** , enhancing follow-ups and streamlining payment reconciliation processes. - Users praise the **automation features** of Kolleno, enhancing efficiency and improving cash flow through seamless follow-ups. - Users appreciate the **time-saving efficiency** of Kolleno, enhancing cash flow and speeding up the A/R process. - Users find Kolleno's platform **very easy to use** , greatly simplifying payment reconciliation and collection workflows. - Users value the **easy integrations** of Kolleno, enhancing efficiency and sync with their existing ERP systems. **Cons:** - Users express frustration with **poor navigation** , feeling lost with numerous features and unsure of their availability. #### What Are Recent G2 Reviews of Kolleno? **"[Versatile Collection Process Implementation](https://www.g2.com/survey_responses/kolleno-review-12653670)"** **Rating:** 4.0/5.0 stars *— Fabio O.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-12653670) --- **"[Kolleno is the AI automation tool we needed to level up our business!](https://www.g2.com/survey_responses/kolleno-review-10988432)"** **Rating:** 5.0/5.0 stars *— Dan S.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-10988432) --- ### 23. [Relay](https://www.g2.com/products/relay-financial-relay/reviews) Relay is a financial technology company that helps small and medium-sized businesses in the U.S. take control of their money. The platform combines business check and savings accounts, payments, debit and credit cards, bill pay, invoicing, and expense tracking to make managing cash flow simple and transparent. With built-in controls, approvals, and integrations, Relay streamlines financial operations so teams can focus on growth. Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Relay Visa® Debit Card is issued by Thread Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. The Relay Visa Credit® Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used anywhere Visa credit cards are accepted. **Average Rating:** 4.5/5.0 **Total Reviews:** 25 **How Do G2 Users Rate Relay?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **Forward Looking:** 5.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 5.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Relay?** - **Seller:** [Relay Financial](https://www.g2.com/sellers/relay-financial) - **Company Website:** https://relayfi.com - **Year Founded:** 2018 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://linkedin.com/company/bankwithrelay (359 employees on LinkedIn®) - **Phone:** 1-888-205-9304 **Who Uses This Product?** - **Company Size:** 68% Small-Business #### What Are Relay's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (9 reviews) - Easy Setup (8 reviews) - Setup Ease (7 reviews) - Convenience (6 reviews) **Cons:** - Payment Issues (5 reviews) - Approval Issues (4 reviews) - Poor Customer Support (3 reviews) - Cancellation Issues (2 reviews) - Credit Issues (2 reviews) ### What Do G2 Reviewers Say About Relay? *AI-generated summary from verified user reviews* **Pros:** - Users find Relay's interface **easy to use** , enjoying convenient access and responsive customer support for their banking needs. - Users value the **excellent customer support** provided by Relay, ensuring assistance is readily available whenever needed. - Users love the **easy setup** of Relay, making their transition to the platform smooth and efficient. - Users highly value the **easy setup** of Relay, appreciating its straightforward initial process and smooth transition. - Users appreciate the **convenience** of Relay's mobile banking app, enabling 24/7 access to their accounts effortlessly. **Cons:** - Users face **payment issues** with Relay, especially regarding refunds and customer support accessibility. - Users report significant **approval issues** with Relay, leading to delays and problems accessing funds and services. - Users express frustration with **poor customer support** from Relay, particularly regarding access to funds and transaction issues. - Users face significant **cancellation issues** with Relay, leading to delays and unhelpful support during transitions. - Users express frustration with **credit issues** , including fraudulent transactions and lack of customer support contact options. #### What Are Recent G2 Reviews of Relay? **"[Effortless Banking with Stellar Billing Feature](https://www.g2.com/survey_responses/relay-review-12385060)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospitality* [Read full review](https://www.g2.com/survey_responses/relay-review-12385060) --- **"[Founder-friendly banking with world-class support](https://www.g2.com/survey_responses/relay-review-12428960)"** **Rating:** 5.0/5.0 stars *— Eduardo L.* [Read full review](https://www.g2.com/survey_responses/relay-review-12428960) --- ### 24. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 83 **How Do G2 Users Rate Joiin?** - **Forecast Comparison:** 8.0/10 (Category avg: 8.5/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Joiin?** - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 63% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Reporting (15 reviews) - Reporting Efficiency (15 reviews) - Customer Support (11 reviews) - Report Creation (11 reviews) **Cons:** - Inefficient Reporting (9 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Missing Features (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** remarkable, enabling quick setup and efficient financial reporting with minimal effort. - Users love the **fantastic consolidated reporting** capabilities of Joiin, making reporting across multiple entities a breeze. - Users value the **reporting efficiency** of Joiin, finding it faster and more reliable than Excel for consolidated reports. - Users appreciate the **responsive customer support** of Joiin, enhancing their experience with valuable improvements and suggestions. - Users value the **easy report creation** process in Joiin, enhancing efficiency and saving valuable time. **Cons:** - Users face **inefficient reporting issues** with Joiin, often requiring data export to finalize accounts in other software. - Users find the **reporting issues** in Joiin inadequate, requiring external tools for formatting and finalizing accounts. - Users find the **limited reporting** functionality of Joiin inadequate, often resorting to external tools for finalization. - Users point out several **missing features** in Joiin, including report titles and better chart printing options. - Users note that **formatting issues** in reports hinder usability and require extra work for finalization. #### What Are Recent G2 Reviews of Joiin? **"[Seamless Consolidation with Stellar Support](https://www.g2.com/survey_responses/joiin-review-12624731)"** **Rating:** 5.0/5.0 stars *— Jonothon .* [Read full review](https://www.g2.com/survey_responses/joiin-review-12624731) --- **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 25. [Panax](https://www.g2.com/products/panax/reviews) Automated treasury management that improves visibility, increases capital efficiency, and gives finance teams total control. Panax's mission is to simplify and automate cash flow management for finance teams, transforming this crucial aspect of business operations to be as easy and effortless as breathing, utilizing advanced technology and AI. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Panax?** - **Forecast Comparison:** 7.9/10 (Category avg: 8.5/10) - **Forward Looking:** 9.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.5/10) **Who Is the Company Behind Panax?** - **Seller:** [Panax LTD](https://www.g2.com/sellers/panax-ltd) - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/thepanax/ (75 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 40% Small-Business #### What Are Panax's Pros and Cons? **Pros:** - Automation (2 reviews) - Cash Management (2 reviews) - Efficiency (2 reviews) - Financial Management (2 reviews) - Visibility (2 reviews) **Cons:** - Inadequate Forecasting (1 reviews) - Limitations (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Panax? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation** of Panax, significantly reducing manual work and improving efficiency with real-time updates. - Users value the **real-time visibility of cash positions** and the expertise of account managers for improved efficiency. - Users appreciate the **efficiency** of Panax, minimizing manual work and providing real-time financial insights effortlessly. - Users highlight the **great visibility of cash positions** and the expertise of account managers in financial management. - Users commend the **great visibility** into cash positions and appreciate the financial expertise of account managers. **Cons:** - Users note **inadequate forecasting** features, though there are indications of upcoming improvements from the developers. - Users find the **customization options limited** , which may not satisfy advanced users seeking more flexibility. - Users find the **customization options limited** , which may disappoint more advanced users seeking greater flexibility. - Users note several **missing features** initially, but appreciate the responsive CX team addressing their requests over time. #### What Are Recent G2 Reviews of Panax? **"[Panax bridged the gap between accounting and cash, optimized cash planning and free cash investments](https://www.g2.com/survey_responses/panax-review-9988676)"** **Rating:** 5.0/5.0 stars *— Amit S.* [Read full review](https://www.g2.com/survey_responses/panax-review-9988676) --- **"[Great software and great service. Panax helped us a lot in upgrading our cash management process](https://www.g2.com/survey_responses/panax-review-10297186)"** **Rating:** 5.0/5.0 stars *— אלעד .* [Read full review](https://www.g2.com/survey_responses/panax-review-10297186) --- ## What Is Cash Flow Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Cash Flow Management Software? - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)