# Perfios Reviews **Vendor:** Perfios Software Solutions **Category:** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) **Average Rating:** 3.5/5.0 **Total Reviews:** 6 ## About Perfios Perfios Software Solutions is India’s largest SaaS-based B2B fintech software company enabling 900+ FIs to take informed decisions in real-time. Headquartered in Mumbai, India, Perfios specializes in real-time credit decisioning, analytics, onboarding automation, due diligence, monitoring, litigation automation, and more. Perfios core data platform has been built to aggregate and analyze both structured and unstructured data and provide vertical solutions combining both consented and public data for the BFSI space catering to their stringent Scale Performance, Security, and other SLA requirements. ## Perfios Reviews ### 1. Even the free version is quite easy to use and has a lot of features! **Rating:** 2.0/5.0 stars **Reviewed by:** Rishi T. | Associate Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2024 **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 **What do you dislike about Perfios?** - Not much to dislike except the occasional bugs - Some features are useless **What problems is Perfios solving and how is that benefiting you?** - Personal finance was quite convenient with perfios. - My entire budgetting was done was done with Perfios and Excel - The ability to link bank accounts provided a holistic view of my spending ### 2. Decent product, but terrible customer support **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Perfios?** Large List of products, with good amount of use cases **What do you dislike about Perfios?** Arrogant support and rarely available post purchase, expensive, not customisable **What problems is Perfios solving and how is that benefiting you?** Perfios has certainly helped streamline financial data aggregation and simplified credit decisioning for electronic documents. However, there are some key issues that have caused recurring frustrations: Limited Capability with Scanned Documents, Complex Setup and Integration Slow Updates, Limited International Reach ### 3. The product ownership of Perfios is amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Linh N. | Head Of Engineering & Architecture, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2024 **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. **What do you dislike about Perfios?** Maybe Vietnamese language barrier is challenging when working with Vietnamese users **What problems is Perfios solving and how is that benefiting you?** e-KYC and pre issuance verification process ### 4. OCR for bill digitization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2024 **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. **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. **What problems is Perfios solving and how is that benefiting you?** Process efficiency and cost saving. ### 5. I/We enjoy being a client of Perfios for their delivery and support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** June 17, 2024 **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. **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 **What problems is Perfios solving and how is that benefiting you?** Pre-issuance verification check ### 6. Perfios API is a verify useful get live bank data feeds which is important for a financial app. **Rating:** 2.5/5.0 stars **Reviewed by:** Kirthi V. | Full Stack Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **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. **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. **What problems is Perfios solving and how is that benefiting you?** We used Perfios for getting live bank feed which is used for the bank reconciliation process for the finance app. It helps the customer from uploading the bank statement on a daily basis. - [View Perfios pricing details and edition comparison](https://www.g2.com/products/perfios/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+21%3A45%3A33+-0500&secure%5Bsession_id%5D=f4cf0804-8638-4325-a63c-3a526e4f6edf&secure%5Btoken%5D=c452585664a5bbdbfb8458ce15512a7e4d0426935984f7115e0a969dfd1e2a6e&format=llm_user) ## Perfios Features **Agentic AI - Accounting & Finance** - Autonomous Task Execution ## Top Perfios Alternatives - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) - 4.9/5.0 (242 reviews) - [ProperConvert app](https://www.g2.com/products/properconvert-app/reviews) - 4.3/5.0 (107 reviews) - [Quicken](https://www.g2.com/products/quicken/reviews) - 4.3/5.0 (75 reviews)