---
title: Marshmallow Reviews
meta_title: 'Marshmallow Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Marshmallow works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Marshmallow Reviews
**Vendor:** Marshmallow  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Marshmallow
Marshmallow are a team of technologists, product enthusiasts, data scientists and insurance experts providing financial services.






- [View Marshmallow pricing details and edition comparison](https://www.g2.com/products/marshmallow/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-06+15%3A48%3A47+-0500&secure%5Bsession_id%5D=8446c086-bc79-4c5f-bda5-b9875d6b1939&secure%5Btoken%5D=855ac8f50f52af4fbcef059ceabd32099d76b634be5eb9b73cfd4110b81e01b1&format=llm_user)

## Marshmallow Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

## Top Marshmallow Alternatives
  - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (45 reviews)
  - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews)
  - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)