---
title: Perfios’ Data Aggregation and Analytics Reviews
meta_title: 'Perfios’ Data Aggregation and Analytics Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Perfios’ Data Aggregation and Analytics works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Perfios’ Data Aggregation and Analytics Reviews
**Vendor:** Perfios Software Solutions  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Perfios’ Data Aggregation and Analytics
Perfios Insights evaluates borrowers behavior and determines overall credit health by extracting, categorizing and then analyzing data relevant financial statement. This also includes checking the documents shared by the borrower for potential fraudulent tampering and transactions using built Fraud check utility (FCU) solution. Perfios Insights supports analysis of, 1. Bank statements 2. Tax statements 3. Pay slips 4. Company financial statements 5. Credit Card statements 6. GST






- [View Perfios’ Data Aggregation and Analytics pricing details and edition comparison](https://www.g2.com/products/perfios-data-aggregation-and-analytics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-17+09%3A43%3A14+-0500&secure%5Bsession_id%5D=ce7d4237-ac2e-43e3-83e8-2049f84ac685&secure%5Btoken%5D=28b47e29d27722fb6508cee9dc2b9913179db61fde4b58f1eff3cde14e8d7d56&format=llm_user)

## Perfios’ Data Aggregation and Analytics 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

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