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Perfios Reviews & Product Details

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Perfios Reviews (6)

Reviews

Perfios Reviews (6)

3.5
6 reviews
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Rishi T.
RT
Associate Product Manager
Mid-Market (51-1000 emp.)
"Even the free version is quite easy to use and has a lot of features!"
What do you like best about Perfios?

- Clean , minimalist design

- Comprehensive features for budgeting and financial planning

- Ability to sync credit cards and bank accounts into your dashboard Review collected by and hosted on G2.com.

What do you dislike about Perfios?

- Not much to dislike except the occasional bugs

- Some features are useless Review collected by and hosted on G2.com.

Verified User in Banking
UB
Mid-Market (51-1000 emp.)
"Decent product, but terrible customer support"
What do you like best about Perfios?

Large List of products, with good amount of use cases Review collected by and hosted on G2.com.

What do you dislike about Perfios?

Arrogant support and rarely available post purchase, expensive, not customisable Review collected by and hosted on G2.com.

Linh N.
LN
Head Of Engineering & Architecture
Enterprise (> 1000 emp.)
"The product ownership of Perfios is amazing"
What do you like best about Perfios?

I have worked with Perfios in one digital project to enable self-verifying insurance benefit for life insurance using e-KYC technology. The professional level and the commitment in improving the product really impress me. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

Maybe Vietnamese language barrier is challenging when working with Vietnamese users Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Mid-Market (51-1000 emp.)
"OCR for bill digitization"
What do you like best about Perfios?

The product being offered is extensive and not limited to specific features as it continues to evolved over time. Perfios able to adapt to the market change and provide solution that fits business needs. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

There is none in specific but perhaps more on the costing wise as it was due the extensive solution that being offered. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Enterprise (> 1000 emp.)
"I/We enjoy being a client of Perfios for their delivery and support"
What do you like best about Perfios?

I have been working with Perfios for their delivery on Pre-issuance verification check project to comply with the regulation on life insurance. Their delivery meets expectations and I appreciate their consistent and continuous improvements basis client feedbacks. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

As a client outside of India, I would expect Perfios to communicate their public holidays in advance and ensure the business continuity Review collected by and hosted on G2.com.

KV
Full Stack Engineer
Small-Business (50 or fewer emp.)
"Perfios API is a verify useful get live bank data feeds which is important for a financial app."
What do you like best about Perfios?

The most helpful thing about Perfios is that the bank login and data aggregation are faster, which makes it the most reliable for customers. Review collected by and hosted on G2.com.

What do you dislike about Perfios?

The categorizing of payment is very poor. It does not have a manual account adding and aggregation feature. The UI and error handling is not customizable. It does have a high upfront cost to get the API. Review collected by and hosted on G2.com.

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