# 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 (352 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 (121 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 (63 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 (Jul 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: July 02, 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** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [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%5Bchosen_at%5D=2026-07-02T21%3A19%3A24Z&secure%5Bdisplayable_resource_id%5D=2029&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2029&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&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=e324b31306918683c519f932cb7ed82bc3f27a8fb085247f2c67d1a1ab3f17d1&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo) --- ## 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:** 352 **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:** 51% Small-Business, 43% Mid-Market #### What Are Agicap's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Features (23 reviews) - Cash Management (21 reviews) - Efficiency (20 reviews) - Customer Support (19 reviews) **Cons:** - Integration Issues (13 reviews) - Missing Features (11 reviews) - Limited Customization (9 reviews) - Difficult Setup (8 reviews) - Implementation Issues (8 reviews) ### What Do G2 Reviewers Say About Agicap? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agicap, benefiting from its intuitive interface and clear cash flow visualization. - Users appreciate the **intuitive design and powerful features** of Agicap, enhancing cash flow management and decision-making. - Users value the **intuitive cash management** of Agicap, enjoying its clear overview and powerful automation features. - Users appreciate the **efficiency** of Agicap, benefiting from intuitive cash management and time-saving automation. - Users commend Agicap for its **excellent customer support** and user-friendly experience, enhancing their overall satisfaction with the tool. **Cons:** - Users face significant **integration issues** with Agicap, causing delays and complicating the initial setup and synchronization process. - Users find the **limited integrations and advanced reporting features** of Agicap challenging for complex financial setups. - Users express frustration over the **limited customization** options in Agicap, hindering tailored solutions for complex needs. - Users often face a **difficult setup** with Agicap, making initial implementation and customization quite challenging. - Users face **implementation issues** with Agicap, including slow setup, ERP management difficulties, and complex currency conversions. #### 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** , appreciating its simplicity and efficiency across desktop and mobile platforms. - Users value the **fast and efficient customer support** provided by Qonto, enhancing their overall experience. - Users value the **efficient financial management** of Qonto, appreciating its simplicity in handling transactions and client support. - Users appreciate the **intuitive interface** of Qonto, making daily financial management effortless and efficient. - Users appreciate the **easy invoicing management** in Qonto, streamlining their financial tracking and client payments. **Cons:** - Users find Qonto **expensive** compared to alternatives, experiencing high fees and limited payment options. - Users face **implementation issues** with Qonto, including slow check deposit processing and limited deposit numbers. - Users report **poor customer support** with Qonto, highlighting unhelpful service and ignored inquiries during urgent situations. - Users criticize the **high pricing issues** of Qonto, preferring alternatives with better deals and user experience. - Users report **approval issues** with Qonto, facing delays, unhelpful support, and frustrating 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 (622 reviews) - Easy Payments (301 reviews) - Integrations (249 reviews) - Easy Setup (248 reviews) - Time-saving (241 reviews) **Cons:** - Payment Issues (177 reviews) - Missing Features (166 reviews) - Technical Issues (153 reviews) - Invoicing Problems (145 reviews) - Vendor Management (139 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of BILL AP/AR, appreciating its organization and minimal training requirements. - Users value the **easy payment process** of BILL AP/AR, enhancing efficiency and simplifying bill management. - Users appreciate the **seamless integration** with QuickBooks and other tools, enhancing AP/AR management efficiency. - Users find the **easy setup** of BILL AP/AR highly beneficial, facilitating quick implementation and minimal training needs. - Users appreciate the **time-saving features** of BILL AP/AR, dramatically streamlining their accounts payable workflow. **Cons:** - Users face significant **payment issues** due to inflexible reporting and lack of access to bank information. - Users find the **missing features** frustrating, particularly the lack of discount terms for vendors and complex inbox navigation. - Users experience **technical issues** with invoice dates and syncing glitches, leading to occasional manual adjustments. - Users report frequent **invoicing problems** , such as confusion over payments and issues with vendor management. - Users find the **vendor management automation lacking** , especially with multiple locations and varied coding complexities. #### 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 value the **ease of use** of QuickBooks Bill Pay, appreciating its straightforward functionality and integration with tools. - Users appreciate the **easy integrations** with other QuickBooks tools, enhancing efficiency for billing and cash flow management. - Users value the **seamless QuickBooks integration** of Bill Pay, enhancing their financial management and accessibility. - Users value the **versatile reporting capabilities** of QuickBooks Bill Pay, enhancing decision-making with accessible and readable insights. - Users value the **accessible budgeting options** of QuickBooks Bill Pay, benefiting from instant payments without extra fees. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , which may deter businesses with tight budgets from using it. - Users find the absence of **check writing functionality** in QuickBooks Bill Pay to be a significant drawback. - Users find the **poor customer support** of QuickBooks Bill Pay frustrating, limited to only chat options. #### 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 appreciate the **ease of use** of Kyriba, simplifying processes and enhancing focus on strategic initiatives. - Users value Kyriba's **centralization of Treasury functions** , enhancing efficiency and allowing teams to focus on strategy. - Users benefit from **centralized visibility and control** in Kyriba, streamlining treasury operations and enhancing decision-making. - Users value Kyriba for its **centralized visibility and control** , simplifying treasury management and enhancing reporting efficiency. - Users value the **time-saving features** of Kyriba, enhancing efficiency in daily financial tasks and reporting. **Cons:** - Users find Kyriba's **complexity** challenging, often needing specialized knowledge for workflows and licensing management. - Users find the **difficulty in report management** challenging, demanding significant effort and knowledge to utilize effectively. - Users note significant **system improvement needs** regarding approval processes and module functionality for Kyriba. - Users find the **learning difficulty** of Kyriba's interface and configuration processes to be a significant challenge. - Users find the **steep learning curve** of Kyriba challenging, requiring significant time and effort to master. #### 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 (40 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 love the **ease of use** of Billtrust, finding it efficient for managing payments and invoices. - Users appreciate the **visibility of invoice statuses** with Billtrust, enhancing their payment tracking and management. - Users value the **streamlined payment processing** that allows easy invoice access and minimizes customer calls. - Users appreciate the **customer satisfaction** from Billtrust's seamless invoicing and user-friendly interface for efficient billing management. - Users appreciate the **efficiency** of Billtrust, enabling quick access to invoices and seamless payment processes. **Cons:** - Users often face **invoicing issues** with delays, inadequate notifications, and challenges with email communication and payments. - Users experience **payment issues** with Billtrust, including delays, incorrect applications, and lack of accessible customer reports. - Users lament the **missing features** of Billtrust, which limits functionality and complicates invoice management across platforms. - Users struggle with **poor customer support** , often finding it difficult to connect with knowledgeable agents for timely assistance. - Users experience **login issues** with Billtrust, including delays in password resets and automatic logouts affecting accessibility. #### 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 (92 reviews) - Reporting Efficiency (53 reviews) - Excel Integration (51 reviews) - Data Management (49 reviews) - Efficiency (46 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 find Datarails' interface to be **user-friendly and intuitive** , allowing for easy reporting and quick adjustments. - Users value the **reporting efficiency** of Datarails, which simplifies financial reporting and enhances budget processing. - Users appreciate the **Excel integration** in Datarails, enabling them to leverage existing skills for efficient data management. - Users value the **data management capabilities** of Datarails, which streamline reporting and improve financial accuracy effortlessly. - Users commend Datarails for its **remarkable efficiency** in simplifying and automating data processes, enhancing productivity significantly. **Cons:** - Users note a **steep learning curve** with Datarails, making initial navigation and troubleshooting challenging for non-tech savvy users. - Users face a **steep learning curve** when starting with Datarails, requiring significant time to master the platform. - Users are frustrated by **missing features** like limited data input options and lack of Excel export capabilities. - Users find a **steep learning curve** with Datarails, requiring training and adaptation to navigate its complexities effectively. - Users often face **complexity in data input and troubleshooting** , making initial use of Datarails challenging despite its benefits. #### 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 find Tesorio's interface to be **easy and user-friendly** , streamlining accounts receivable processes efficiently and effectively. - Users appreciate the **automation capabilities** of Tesorio, enhancing efficiency with real-time sync and customizable insights. - Users appreciate the **collections efficiency** of Tesorio, enhancing communication and insights across teams for better cash management. - Users value the **ease of template editing** in Tesorio, enhancing independence and streamlining invoicing management. - Users appreciate the **comprehensive dashboards** in Tesorio, enhancing visibility and efficiency in managing collections and invoices. **Cons:** - Users feel Tesorio needs **improvement in reporting** and more precise predictions for better accountability and insights. - Users find the **sync issues** with Tesorio frustrating, especially with delays and lack of updates to their ERP. - Users often face **invoicing issues** in Tesorio, including delays and confusion with account hierarchies affecting their searches. - Users find the **email automation issues** cumbersome, leading to inefficiencies in managing communications and reporting. - Users find the **email functionality inadequate** , hindering effective communication and invoice management through Tesorio. #### 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:** 121 **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, simplifying billing and client proposal management effortlessly. - Users appreciate the **ease of use** of Anchor, finding it straightforward and efficient for both themselves and clients. - Users value the **automation of billing** in Anchor, eliminating the need to chase payments and streamlining processes. - Users praise the **efficiency** of Anchor, which streamlines processes and saves significant time in managing proposals and billing. - Users praise the **flexibility** of Anchor, streamlining proposals and billing while enhancing professionalism and efficiency. **Cons:** - Users feel that **payment issues** remain a concern, particularly around creating flexible payment plans for large projects. - Users notice **processing delays** have improved, yet express a desire for quicker next-day funding options. - Users express a need for greater **customization options** in Anchor, feeling limited by the system's constraints. - Users note a **steep learning curve** with Anchor, requiring time and effort to become proficient in its use. - Users note a **persistent delay in payouts** , especially for ACH payments, despite recent improvements in funding speed. #### 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:** 63 **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, 23% Small-Business #### What Are Atlar's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Customer Support (21 reviews) - Implementation Ease (17 reviews) - Efficiency (12 reviews) - Intuitive (12 reviews) **Cons:** - Expensive (3 reviews) - Integration Issues (3 reviews) - Extra Charges (2 reviews) - High Fees (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Atlar? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Atlar, enjoying an intuitive platform that simplifies complex banking integrations. - Users appreciate the **helpful and responsive customer support** at Atlar, making integration and usage seamless and efficient. - Users commend the **implementation ease** with Atlar, noting exceptional support and smooth integration with their systems. - Users commend Atlar for its **efficiency** , enhancing payment processes and offering excellent support throughout integration. - Users find Atlar's platform to be **intuitive and easy to use** , enhancing their efficiency and decision-making. **Cons:** - Users find Atlar **relatively expensive** , especially due to potential hidden costs and additional charges for more bank connections. - Users face **integration issues** that can delay setup, but Atlar is transparent and works to resolve them. - Users should note the **extra charges** for additional bank connections and potential hidden costs during set-up. - Users highlight **high fees** for setup and connections with Atlar, making it costly for lower usage scenarios. - Users note **implementation issues** , particularly with onboarding banks and hidden costs associated with automated connections. #### 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:** Accounts Receivable Specialist, Accounting Manager - **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 value the **ease of use** of Quadient Accounts Receivable, enhancing workflow and simplifying accounts receivable management. - Users value the **automation features** of Quadient Accounts Receivable, enhancing efficiency in managing accounts receivable processes. - Users value the **customer satisfaction** with Quadient Accounts Receivable, praising its helpful support and user-friendly interface. - Users appreciate the **user-friendly customer management** of Quadient Accounts Receivable, helping keep customers informed and organized. - Users value the **ease of reporting** with Quadient Accounts Receivable, enhancing decision-making and workflow customization. **Cons:** - Users experience **payment issues** , often facing failures which detract from the overall reliability of Quadient Accounts Receivable. - Users find it challenging to manage **invoicing issues** , desiring simpler notification and workflow options for payments. - Users find the **missing features** for email customization and workflow separation limit the effectiveness of Quadient Accounts Receivable. - Users report occasional **credit card failures** with Quadient Accounts Receivable, causing inconvenience during transactions. - Users report **communication issues** as conversations aren't grouped, though the inbox functionality is generally good with improvements needed. #### 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 appreciate the **quick implementation and integration** of Causal, enhancing collaboration during budgeting and planning. - Users appreciate the **ease of use and flexibility** of Causal for budgeting and planning, enhancing collaboration. - Users value the **flexible collaboration** features of Causal, enhancing teamwork during budgeting and planning phases. - Users love Causal's **robust data analysis** , seamlessly blending actual and forecasted values with beautiful charts. - Users appreciate the **ease of implementation** of Causal, valuing its quick integration and intuitive interface. **Cons:** - Users find the **difficult learning** curve of Causal challenging, but some seek help from consultants for guidance. - Users find the **insufficient training** of Causal challenging, often requiring external help to overcome the learning curve. - Users feel there are **integration issues** with Causal, suggesting a need for more compatible applications. - Users find the **learning curve challenging** when starting with Causal, often needing additional assistance to navigate it. - Users find **learning difficulty** with Causal, often requiring additional support to get started effectively. #### 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 value Trovata for its **exceptional analytics** , enabling efficient, accurate financial forecasting and real-time visibility across operations. - Users value Trovata's **automation capabilities** , transforming their treasury operations with real-time reporting and reduced manual tasks. - Users value Trovata's **efficiency** in cash forecasting and reporting, drastically reducing manual tasks and time needed for analysis. - Users highlight Trovata's **efficiency improvement** , transforming treasury operations with automation and real-time visibility across financial data. - Users value Trovata for its **exceptional real-time reporting and automation** , significantly streamlining financial management processes. **Cons:** - Users experience a **slight learning curve** during setup, but support helps ease the process significantly. - Users find a **steep learning curve** during initial setup, but support and resources help ease the transition. - Users find Trovata's **complexity in managing data connections** challenging, especially when tracking missing information from multiple banks. - Users find the **difficult setup** of Trovata requires careful planning, though support helps ease the process. - Users face **significant limitations** in forecasting, reporting customization, and experience latency issues with Trovata. #### 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 love Fathom's **powerful features** that enhance reporting clarity and operational customization for financial analysis. - Users find Fathom to be **intuitive and user-friendly** , enhancing their financial planning and reporting experience significantly. - Users appreciate the **versatile reporting options** in Fathom, enhancing clarity and aiding strategic financial tracking. - Users commend the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users value the **efficient reporting capabilities** of Fathom, appreciating its visual appeal and flexibility in data presentation. **Cons:** - Users find **missing features** in Fathom, specifically lacking budget upload ease and limited graphic representation options. - Users find **upload issues** with Fathom frustrating, especially when trying to manage budget data through Excel. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data uploads. - Users face **import issues** with Fathom, finding data uploads cumbersome and error-prone, affecting budget management. - Users feel that **improvements are needed** in structuring multi-company tracking and enhancing report customization and graphics. #### 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 love the **ease of use** of Runway Financial, facilitating seamless integration and simplifying financial planning processes. - Users praise Runway Financial for its **excellent customer support** , highlighting quick responses and proactive problem-solving. - Users appreciate the **seamless integrations** of Runway Financial, enabling real-time data access across multiple systems effortlessly. - Users value Runway Financial's **efficient planning capabilities** , enabling seamless cash flow tracking and insightful scenario modeling. - Users praise the **seamless automation** and integration capabilities of Runway Financial, enhancing efficiency and visibility in finance management. **Cons:** - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note the **learning difficulty** with Runway Financial, particularly for those unfamiliar with SQL and integration processes. - Users find the **complex onboarding process** of Runway Financial challenging, necessitating ongoing support for ease of use. - Users note a **steep learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial software. #### 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 (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **fantastic customer support** from Clockwork.ai, making implementation and ongoing use remarkably smooth. - Users commend Clockwork.ai for its **ease of implementation** , highlighting a smooth and stress-free onboarding experience. - Users rave about the **powerful integration and ease of use** of Clockwork.ai, making financial modeling effortless. - Users value the **customizability** of Clockwork.ai, praising its flexibility and ease in adapting to unique business needs. - Users love the **easy customization** of Clockwork.ai, enabling tailored solutions for diverse business needs quickly and efficiently. **Cons:** - Users note that **performance issues** arise with loading and updating, though they find the delays generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting their overall experience. - Users find that the **slow performance** of Clockwork.ai can hinder their overall experience and efficiency. - Users note that **update issues** can lead to slight delays, though they find it mostly acceptable for data processing. #### 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. [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, enhancing efficiency and clarity in cash management processes. - Users commend the **responsive customer support** of Nilus, effectively addressing inquiries and enhancing user satisfaction. - Users highly value the **time-saving features** of Nilus, simplifying cash management and enhancing efficiency in workflows. - Users highlight how Nilus provides **exceptional time savings** , streamlining cash management and boosting efficiency across multiple banks. - Users value the **intuitive interface and real-time cash visibility** of Nilus, enhancing overall cash management efficiency. **Cons:** - Users find the **difficult setup** process lengthy, though Nilus' support eases the experience significantly. - Users face **connectivity issues** that complicate transaction reviews, but appreciate Nilus's commitment to resolving them. - Users face **unreliable service** with connectivity issues impacting their ability to review transactions and balances 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) --- ### 18. [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 (6 reviews) - Automation (5 reviews) - Easy Integrations (4 reviews) - Flexibility (4 reviews) - Analytics (3 reviews) **Cons:** - Integration Issues (3 reviews) - Slow Performance (3 reviews) - ERP Integration (2 reviews) - Implementation Issues (2 reviews) - Change Management (1 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 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. - Users appreciate the **ease of use** with Embat, benefiting from real-time cash position and centralized financial data. **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 **constant changes and improvements** of Embat difficult to keep up with, impacting usability. #### 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) --- ### 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 value the **automation features** of Serrala, enhancing efficiency and significantly reducing manual workload in cash applications. - Users find Serrala's solution to be **easy to implement** , enhancing financial processes with intuitive and reliable functionality. - Users value the **automation efficiency** of Serrala, achieving a high cash allocation rate and reducing manual effort. - Users find the **easy setup** of Serrala beneficial for quick implementation and streamlined operations. - Users commend Serrala for its **efficiency** , enhancing financial processes and providing valuable insights effortlessly. **Cons:** - Users find **creating rules in autobank difficult** , needing extensive training to effectively use the system. - Users find the **complex interface** challenging, especially for those without a technical background in rule creation. - Users find the **complex setup** in Serrala's Autobank challenging, necessitating extensive training to become proficient. - Users note that there is room for **improvement in the user interface and navigation** , affecting overall user experience. - Users find **difficult learning** curve in Serrala, needing extensive training to create rules in Autobank. #### What Are Recent G2 Reviews of Serrala? **"[Complex processes, but excellent support at the car bank](https://www.g2.com/survey_responses/serrala-review-13057611)"** **Rating:** 4.0/5.0 stars *— Verified User in Furniture* [Read full review](https://www.g2.com/survey_responses/serrala-review-13057611) --- **"[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:** Controller, CFO - **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, simplifying financial reporting and enhancing client understanding. - Users praise Jirav's **responsive customer support** , making integration and troubleshooting quick and efficient. - Users admire the **robust visual presentation** of Jirav's dashboards, enhancing both understanding and communication of financial data. - Users appreciate the **easy setup** of Jirav, facilitated by exceptional onboarding and responsive customer support. - Users appreciate Jirav’s **robust and flexible financial management** features, which significantly enhance reporting and forecasting capabilities. **Cons:** - Users note a **steep learning curve** , particularly transitioning from traditional spreadsheets, yet find long-term benefits worth the effort. - Users experience a noticeable **learning curve** with Jirav initially, especially transitioning from traditional spreadsheet models. - Users face a significant **learning difficulty** , especially when transitioning from Excel, despite good support and onboarding. - Users experience **limited reporting** capabilities, complicating data uploads and creating challenges in report customization. - Users desire the addition of **missing features** like multiple entities support and flexible reporting capabilities 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 commend Syft for its **comprehensive reporting capabilities** , enhancing efficiency and clarity in business decision-making. - Users value the **easy integrations** of Syft, enhancing efficiency and streamlining financial processes effortlessly. - Users value the **financial management capabilities** of Syft, praising its reporting options and seamless QuickBooks integration. - Users value the **seamless integrations** of Syft with platforms like QuickBooks, enhancing efficiency and user experience. - Users value the **reporting efficiency** of Syft, which automates and streamlines the month-end close process significantly. **Cons:** - Users face **connectivity issues** due to limited data options, impacting seamless integration with budget forecasting. - Users find **customization difficulties** in Syft, particularly lacking options for reports and column settings. - Users face **Excel integration issues** due to limited data connection options, affecting custom analytic capabilities. - Users find Syft to be **expensive** , with costs increasing significantly for full access to its features. - Users note a significant **learning curve** in 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. [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 appreciate the **ease of use** of Relay, finding it simple to manage accounts and streamline operations. - Users value the **outstanding customer support** of Relay, providing efficient, responsive assistance for seamless banking management. - Users appreciate the **easy setup** of Relay, enabling a smooth start for small business banking operations. - Users appreciate the **setup ease** of Relay, finding it simple and straightforward for small business operations. - Users value the **convenience of Relay** , appreciating its ease of use and efficient banking operations for businesses. **Cons:** - Users report **payment issues** with Relay, including difficulties in processing refunds and transaction cancellations affecting clients. - Users experience frustrating **approval issues** with Relay, leading to cancelled transactions and delayed payments for clients. - Users experience **poor customer support** from Relay, leaving them stranded during crucial fund access and service transitions. - Users face significant **cancellation issues** with Relay, leading to delays and frustrations in fund access and transactions. - Users report **credit issues** with Relay, citing unauthorized transactions and lack of direct support contact for resolution. #### 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) --- ### 23. [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 benefit from the **collections efficiency** of Kolleno, leading to quicker A/R processes and improved cash flow. - Users value the **automation features** of Kolleno, enhancing payment follow-ups and streamlining cash flow effectively. - Users benefit from **significant time savings** with Kolleno, enjoying quicker A/R processes and improved cash flow. - Users appreciate the **ease of use** of Kolleno, simplifying payment reconciliation and boosting workflow efficiency. - Users value the **easy integrations** of Kolleno, enhancing efficiency and streamlining payment processes with their systems. **Cons:** - Users find the **navigation difficult** , making it hard to locate features and understand 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) --- ### 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:** 84 **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:** 62% Small-Business, 36% 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 to be **extremely easy to use** , simplifying complex financial reporting tasks effortlessly. - Users value the **efficient and visually appealing reporting** capabilities of Joiin for multiple currencies and entities. - Users value the **reporting efficiency** of Joiin, noting its speed and simplicity compared to Excel reporting. - Users commend the **responsive customer support** of Joiin, which understands and incorporates feedback effectively. - Users value the **easy report creation** feature, significantly saving time and simplifying the consolidation process. **Cons:** - Users find the **reporting functionality inefficient** and often resort to exporting data for better formatting. - Users find the **reporting issues** in Joiin lacking, often needing to export data for proper formatting. - Users find the **limited reporting capabilities** of Joiin frustrating, often needing to export data for better management. - Users are disappointed by the **missing features** in Joiin, such as insufficient report formatting and sorting options. - Users have noted **formatting issues** in reports and exports, requiring additional cleanup before sharing. #### What Are Recent G2 Reviews of Joiin? **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- **"[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:** - Financial Management (3 reviews) - Visibility (3 reviews) - Automation (2 reviews) - Cash Management (2 reviews) - Ease of Use (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 appreciate the **real-time visibility** of cash positions and effective financial management provided by Panax. - Users value the **great visibility** of their cash position with Panax, enhancing financial management and trend tracking. - Users find that Panax's **automation features** greatly reduce manual work and enhance efficiency with real-time cash reporting. - Users value the **great visibility of current cash position** and appreciate reduced manual work with Panax. - Users find Panax to be **easy to use** , allowing anyone to efficiently manage finances with minimal technical skills. **Cons:** - Users note **inadequate forecasting** features in Panax, though updates may address these shortcomings in future releases. - Users find the **customization options limited** , which may frustrate more advanced users seeking flexibility. - Users find the **limited customization options** restrictive, particularly impacting the experience for advanced users. - Users note several **missing features** in Panax initially, though updates have addressed many 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)