--- title: Perfios Reviews meta\_title: 'Perfios Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Perfios works for a business like yours. aggregate\_rating: rating\_value: 3.5 review\_count: 6 scale: '5' date\_modified: '2026-07-12' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Perfios Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Perfios but has limited features. Are you part of the Perfios team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Perfios Software Solutions](https://www.g2.com/sellers/perfios-software-solutions) Discussions [Perfios Community](https://www.g2.com/products/perfios/discuss) Languages Supported English, Hindi Overview by Vigil Viswanathan Show More ## Top-Rated Alternatives [ ![SaasAnt Transactions](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SaasAnt Transactions") SaasAnt Transactions 4.9/5(335) ](https://www.g2.com/products/saasant-saasant-transactions/reviews) [ ![ProperConvert app](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ProperConvert app") ProperConvert app 4.3/5(107) ](https://www.g2.com/products/properconvert-app/reviews) [ ![Quicken](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quicken") Quicken 4.3/5(76) ](https://www.g2.com/products/quicken/reviews) [ View All Alternatives ](https://www.g2.com/products/perfios/competitors/alternatives) ## User Insights Average based on 6 real user reviews. [Log in to unlock pricing and user insights](/login) ![Rishi T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rishi T.") RT Rishi T. Associate Product Manager Mid-Market (51-1000 emp.) 12/22/2024 "Even the free version is quite easy to use and has a lot of features!" 2/5 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. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Mid-Market (51-1000 emp.) 10/24/2024 "Decent product, but terrible customer support" 1.5/5 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. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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