---
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
**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



- [View Perfios pricing details and edition comparison](https://www.g2.com/products/perfios/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+15%3A07%3A12+-0500&secure%5Bsession_id%5D=7a6ccc99-956b-48a9-a41b-c683cd8ae9fc&secure%5Btoken%5D=6f0ff84ea304338a0b1cae4b38c4ff28ecd59d2bf30e556b20dfbb9902ce970a&format=llm_user)

## Perfios Features
**Additional Functionality**
- Distinct Finance & Accounting Functionality
- Specialized or Emerging Capabilities
- Niche Application

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

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