MineralTree Reviews & Product Details

As an outsourced accounting firm, speed and convenience is key when it comes to paying client bills. Setting up new vendors, especially 1099 vendors is best done inside QuickBooks. Entering bills is the fastest in QuickBooks vs. entering them in an outside product. We work as we normally do in the accounting and then Mineral Tree is out approval and paying system. Review collected by and hosted on G2.com.

The checks are thin and many vendors have tossed them as they do not look real. We also do not like the Vendor name printing on the envelope since our vendor names contain misc info such as "Needs W9" or "W9=Scorp" The name in the address field should be fine for this purpose. Attaching images to bills is clunky with too many clicks, but they are working to improve this. Review collected by and hosted on G2.com.

MineralTree is user-friendly and efficient. My favorite feature is the Automated Approval process. We have multiple Approvers for each invoice by Department. MineralTree allows us to book invoices first, then automatically sends notices to Approvers. (This eliminates the old method, which involved hundreds of emails to individuals each month, with constant follow up.) It also expedites both the GL posting and payment process. Furthermore, the staff at MineralTree is great! They're always available to answer questions and assist. MineralTree also syncs with our Intacct Accounting system within seconds, with no effort on our part. Review collected by and hosted on G2.com.

There's only 1 aspect of the system that I am hopeful will be worked out at some point: credit memos can't be booked through MineralTree.

We have to book them manually through our Accounting software. Review collected by and hosted on G2.com.

Like many others, I processed checks manually; having to email back and forth to get approvals that only got lost somewhere in the process. With MineralTree everything is in one place and the status is easy to see where it is. Review collected by and hosted on G2.com.

Nothing. Honestly nothing! From sales through implementation everything has been great! Review collected by and hosted on G2.com.

MIneralTree has taken our manual processes for invoice coding, assignment,, and paying and automated them. It has reduced our paper processing with electronic reviewing and processing of invoices. It has given us significant time savings when processing AP and allows other departments responsible for the expenses to easily assign them. Review collected by and hosted on G2.com.

At this point we are very happy with the product and level of service and support provided by the MineralTree team,. Review collected by and hosted on G2.com.

We have been using Mineral Tree for over a year. When we first started we loved all the options it offered. We are able to pay our vendors with our credit card and not give out our actual credit card number. Our credit card information can no longer be compromised. No more overcharging. Now, with the pandemic working remotely we have been able to still send out check payments. This software has made our payable process that much easier. Review collected by and hosted on G2.com.

Sometimes there is an issue with syncing with Netsuite but that is a rare occurence. Review collected by and hosted on G2.com.

MineralTree is an amazing AP automation program. It is very valuable for us to be able to approve all payments with a click of a button and to have all of our invoices available digitally. MineralTree also submits payments to our vendors quickly. Review collected by and hosted on G2.com.

We have been using MineralTree for two years now. There is nothing that we dislike about MineralTree. When there is a problem, the staff is very helpful and solves our problem quickly. Review collected by and hosted on G2.com.

Dual sync with our accounting software and the full start to finish approval to payment process. We also love the ease of moving from company to company within mineral tree. Review collected by and hosted on G2.com.

If i had to say anything I wished the syncing time was quicker or a way to manually sync, but it is not a big deal to wait 5 minutes really. Review collected by and hosted on G2.com.

Invoices are right there to help you enter them correctly. I am able to do everything in one program and support is one click away. Review collected by and hosted on G2.com.

I wish the PO function was easier to decipher. Sometimes green and red look the same for people who are color blind. Also, I wish errors would show up in the search function. Review collected by and hosted on G2.com.

My favorite thing about Mineral Tree is not just the software but the people that work there. Mineral Tree support is the best I have ever seen. From the sales team to implementation and support they will take care of you. Review collected by and hosted on G2.com.

The only downside to MT is related to the design of the software which is being worked on and we should see a new look coming soon. Review collected by and hosted on G2.com.

I enjoy the bi-directional sync between MineralTree and our accounting software Sage Intacct. Review collected by and hosted on G2.com.

Occasionally there are issues, but the MineralTree Customer Support team is great at resolving issues quickly. Review collected by and hosted on G2.com.

The ease of processing large volume check payments in an ever evolving virtual world Review collected by and hosted on G2.com.

Haven't figured out how to link our online bank profile to see the updated bank balance Review collected by and hosted on G2.com.

It’s got a clean, easily navigable UX for finding invoices Review collected by and hosted on G2.com.

Very difficult to auto import and sync to netsuite properly Review collected by and hosted on G2.com.

We have been using this system for two years. What I like best is that I can pay invoices online with the same guidelines as we would a manual check. They approval system is great. Also, the invoices are scanned so you end up with less paper. It is easy to set up and transition to paying online at your own pace. We still write manual checks for reimbursements and a few other type items. So, you can do both. Review collected by and hosted on G2.com.

I no longer have dislikes as they have made great improvements since I first started the system. Review collected by and hosted on G2.com.

I like how simple the software is. As soon as my coworker submits an invoice for approval and payment I get an email. I click the email to review the invoice and then confirm payment. Review collected by and hosted on G2.com.

There should be a way to review which payments have been run and which are still outstanding for a client to run. Review collected by and hosted on G2.com.

I love being able to send approvals through MineralTree. Before, I had to scan everything in, email it, and stalk that email until it was returned to me. There were many times when co-workers would add other information, questions, etc. that I didn't want to be in the email thread. This way it's clear and concise with the ability to add notes that only apply to that invoice. I can also pre-code everything to keep our budget in line. Review collected by and hosted on G2.com.

I dislike the whole payment process in MineralTree. We jumped through a lot of hoops to get it set up. When we finally did, the whole process was changed. We decided to only pay out of our other database, but the banking info is still there in MineralTree, though we'll never access it. Review collected by and hosted on G2.com.

I love being able to go paperless and get approvals remotely. Review collected by and hosted on G2.com.

It'd be nice if ACH's processed a bit faster, we run into a few technical issues, but customer support is quick to help and correct. Review collected by and hosted on G2.com.

MineralTree has significantly improved our accounts payable department. Not only is its user interface easy to navigate and understand, MineralTree has offered us excellent customer service on multiple occasions. Their staff truly cares about the product and customer experience. Review collected by and hosted on G2.com.

I've only encountered a few hiccups while using MineralTree. These small problems usually relate to the manual processing of invoices within the "inbox" tab. MineralTree has, however, reached out to me and other users in an attempt to gather feedback on these drawbacks. I'm sure many of these issues will be corrected within the coming software updates. Review collected by and hosted on G2.com.

My favorite thing about Mineral Tree is that is freed up our staff to do more value based tasks on managing expenses rather than focusing on data entry. Review collected by and hosted on G2.com.

Sometime's it take a few clicks to get through the audit trail but that is minimal in the grand scheme of things. Review collected by and hosted on G2.com.

The support is always helping answer questions for me. The software itself is very helpful in mass processing invoices from vendors. Review collected by and hosted on G2.com.

The occasional minor technical glitch. The support crew is always there to answer my questions though. Review collected by and hosted on G2.com.

It's super easy to approve payments. Saves SO much time relative to actually signing checks, and the integration with QB is great. Review collected by and hosted on G2.com.

This may just be my user setup, but I only have approve/unapprove capabilities. I'd like to be able to approve but change the payment date, as now I have to go back to my team and have them edit and re-send for approval.

The site has also been down a few times in the last few months, so working on uptime would be a recommendation. Review collected by and hosted on G2.com.

MineralTree provides a great way to automate the A/P approval process, as well as the payment process, while also providing easy access for reviewing any invoice in the system. Review collected by and hosted on G2.com.

The biggest disadvantages of MineralTree that I have found are 1) the inability to process credits in the system, 2) the lack of more than 1 default account code, and 3) the inability to identify the correct vendor if we have multiple accounts for the same vendor (and therefore, multiple vendor set-ups) Review collected by and hosted on G2.com.

Our use of MineralTree has greatly reduced the paperwork involved in processing A/P. Our company has a number of people that are required to approve invoices which means tracking invoices is almost impossible. MineralTree give me the power to see which invoices have been distributed and who has not approved their invoices. My vendor statements RARELY have any past due invoice. Most of my vendors upload the invoice directly into MineralTree which is great. Review collected by and hosted on G2.com.

For vendors that I have credits for, the process of applying them and that translating to MineralTree sometimes does not work. Also, I have a vendor that gives discounts, but MineralTree cannot accommodate that aspect as of yet. Review collected by and hosted on G2.com.

I love the ease when using chat. Response time is fast, customer service is efficient and when something needs to be routed to a higher level, the correspondence is prompt and follow-up consistent. Review collected by and hosted on G2.com.

I have not had a single bad experience. We have used MT for years and have only had positive experiences. Review collected by and hosted on G2.com.

What I enjoyed most about Mineral Tree was how seamless it made everything as far as following along during our meeting. Also I do enjoy being able to replay the meetings in case I missed something, this is the first format that I have used which allows that type of support. Review collected by and hosted on G2.com.

During the several meetings we had there were situations when the presentation would lag or have audio technical issues. Review collected by and hosted on G2.com.

Syncing of invoices with my accounting system. Review collected by and hosted on G2.com.

There were no downsides to this product. Review collected by and hosted on G2.com.