It’s easy to use, and uploading documents is fast. I also like the integration with other products, and the pricing feels fair. The technical support is great, and I’m able to stay in contact with other users who can share tips. The AI summary feature is helpful as well. Review collected by and hosted on G2.com.
At first, it seemed like a cumbersome product. However, after trial and error and assistance, it was easier to use. Some of the summaries I tried to pull were troublesome. It likes to automatically categorize charges, and it can add more time when reconciling the books. Like a cash app transfer is considered an ATM withdrawal or a wire transfer listed as a DRAW. So we are working through the mislabeling of the transactions. Review collected by and hosted on G2.com.





