--- title: SurePoint Finance Core Reviews meta\_title: 'SurePoint Finance Core Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 17 reviews by the users' company size, role or industry to find out how SurePoint Finance Core works for a business like yours. aggregate\_rating: rating\_value: 4.1 review\_count: 17 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Legal url: https://www.g2.com/categories/legal --- ### SurePoint Finance Core Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find SurePoint Finance Core to be **straightforward and easy to use** , enhancing their overall efficiency and satisfaction. [(4 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974572&qs=pros-and-cons#reviews) Users appreciate the **automation features** of SurePoint Finance Core, streamlining processes and enhancing usability in daily tasks. [(2 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974578&qs=pros-and-cons#reviews) Users appreciate the **comprehensive solutions** of SurePoint Finance Core, benefiting from a user-friendly interface and robust features. [(2 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974574&qs=pros-and-cons#reviews) Users value the **timely customer support** of SurePoint Finance Core, enhancing their overall experience and efficiency. [(2 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974577&qs=pros-and-cons#reviews) Users value the **seamless integrations** of SurePoint Finance Core, enhancing usability without complicating the process. [(2 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974595&qs=pros-and-cons#reviews) Users experience **poor customer support** , with delayed responses and ineffective communication from offshore representatives affecting resolution times. [(2 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1996871&qs=pros-and-cons#reviews) Users are frustrated by the lack of **Split Billing and Multipayors** , as the feature development was abandoned. [(1 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974579&qs=pros-and-cons#reviews) Users face **difficulties generating PDF conflict checks** , requiring manual copy+paste, which complicates their workflow. [(1 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974582&qs=pros-and-cons#reviews) Users find the **formatting limitations** frustrating, as uploading documents involves more steps than necessary. [(1 mentions)](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974598&qs=pros-and-cons#reviews) ### Top Pros or Advantages of SurePoint Finance Core ##### 1. Ease of Use Users find SurePoint Finance Core to be **straightforward and easy to use** , enhancing their overall efficiency and satisfaction. [ See 4 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974572&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "User Friendly, Great Features" What do you like about SurePoint Finance Core? The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested b LD Laur D. Small-Business (50 or fewer emp.) 4.5/5 "EASY!!" What do you like about SurePoint Finance Core? Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web ##### 2. Automation Features Users appreciate the **automation features** of SurePoint Finance Core, streamlining processes and enhancing usability in daily tasks. [ See 2 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974578&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Good product, service so so" What do you like about SurePoint Finance Core? There are many features you can utilize based on your needs. I enjoy being able to personalize dashboards and having customized reports created when ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Records Clerk Review of Coyote" What do you like about SurePoint Finance Core? I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational e ##### 3. Comprehensive Solutions Users appreciate the **comprehensive solutions** of SurePoint Finance Core, benefiting from a user-friendly interface and robust features. [ See 2 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974574&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "User Friendly, Great Features" What do you like about SurePoint Finance Core? The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested b LD Laur D. Small-Business (50 or fewer emp.) 4.5/5 "EASY!!" What do you like about SurePoint Finance Core? Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web ##### 4. Customer Support Users value the **timely customer support** of SurePoint Finance Core, enhancing their overall experience and efficiency. [ See 2 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974577&qs=pros-and-cons#reviews) See Related User Reviews LD Laur D. Small-Business (50 or fewer emp.) 4.5/5 "EASY!!" What do you like about SurePoint Finance Core? Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Records Clerk Review of Coyote" What do you like about SurePoint Finance Core? I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational e ##### 5. Integrations Users value the **seamless integrations** of SurePoint Finance Core, enhancing usability without complicating the process. [ See 2 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974595&qs=pros-and-cons#reviews) See Related User Reviews LD Laur D. Small-Business (50 or fewer emp.) 4.5/5 "EASY!!" What do you like about SurePoint Finance Core? Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Records Clerk Review of Coyote" What do you like about SurePoint Finance Core? I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational e ### Top Cons or Disadvantages of SurePoint Finance Core ##### 1. Poor Customer Support Users experience **poor customer support** , with delayed responses and ineffective communication from offshore representatives affecting resolution times. [ See 2 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1996871&qs=pros-and-cons#reviews) See Related User Reviews SA Stephanie A. Small-Business (50 or fewer emp.) 4.0/5 "Verifiable, Efficient, Streamlined Accounting Records" What do you dislike about SurePoint Finance Core? Detailed questions or reports take a long time to get answers or get created. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Good product, service so so" What do you dislike about SurePoint Finance Core? The customer service is sub par since it has been moved to offshore representatives. My tickets typically do not get resolved within 24-48 hours and t ##### 2. Billing Issues Users are frustrated by the lack of **Split Billing and Multipayors** , as the feature development was abandoned. [ See 1 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974579&qs=pros-and-cons#reviews) See Related User Reviews ![Scott L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott L.") SL Scott L. Mid-Market (51-1000 emp.) 4.0/5 "Great Software but needs to address certain functionality that is lacking" What do you dislike about SurePoint Finance Core? I do not like that you cannot do Split Billing or Multipayors as the module/beta was abandoned. ##### 3. Data Management Users face **difficulties generating PDF conflict checks** , requiring manual copy+paste, which complicates their workflow. [ See 1 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974582&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "Records Clerk Review of Coyote" What do you dislike about SurePoint Finance Core? I only have one dislike about Coyote, though I'm sure it's a work in progress for their IT group. When generating conflict checks, there are often som ##### 4. Formatting Limitations Users find the **formatting limitations** frustrating, as uploading documents involves more steps than necessary. [ See 1 mentions ](https://www.g2.com/products/surepoint-finance-core/reviews?filters%5Bsentiment_snippet%5D=1974598&qs=pros-and-cons#reviews) See Related User Reviews LD Laur D. Small-Business (50 or fewer emp.) 4.5/5 "EASY!!" What do you dislike about SurePoint Finance Core? uploading documents seems to take a bit more steps than it should. I would like to see a desktop version but perhaps that is just coming from being a ## Top-Rated Alternatives [ ![Clio Manage](https://images.g2crowd.com/uploads/product/hd_favicon/2475803944d6946c3c68bd9a898e1d2e/clio-clio-manage.svg "Clio Manage") Clio Manage 4.6/5(997) ](https://www.g2.com/products/clio-clio-manage/reviews) [ ![Juris®](https://images.g2crowd.com/uploads/product/hd_favicon/b06dd5b1d0938ea5a37ff0f0fc031c0f/juris.svg "Juris®") Juris® 3.9/5(26) ](https://www.g2.com/products/juris/reviews) [ ![Smokeball](https://images.g2crowd.com/uploads/product/hd_favicon/f16947056a8460c9f3d536838472e2e1/smokeball.svg "Smokeball") Smokeball 4.7/5(385) ](https://www.g2.com/products/smokeball/reviews) [ View All Alternatives ](https://www.g2.com/products/surepoint-finance-core/competitors/alternatives) SA Stephanie A. Director of Billing Small-Business (50 or fewer emp.) 2/27/2026 "Verifiable, Efficient, Streamlined Accounting Records" 4/5 What do you like best about SurePoint Finance Core? Verifiable, efficient, and streamlined accouting records. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? Detailed questions or reports take a long time to get answers or get created. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? I am able to input all accounting information, receive reports for same and view data output that assists with rates, accountability of team members, and revenue. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Mid-Market (51-1000 emp.) 1/8/2025 "Good product, service so so" 3.5/5 What do you like best about SurePoint Finance Core? There are many features you can utilize based on your needs. I enjoy being able to personalize dashboards and having customized reports created when needed. Timekeeping is overall an easy feature for our attorneys and recording / tracking funds is an easy process within our finance department. I enjoy the filter options and how you can drill down to different information within various grids. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? The customer service is sub par since it has been moved to offshore representatives. My tickets typically do not get resolved within 24-48 hours and the back and forth is frustrating due to the representative not understanding the use of the product, but only reading instructions from the information given to them. I have been give responses that has nothing to do with the issue and it causes delay in resolving our requests. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Coyote being a full service product is beneficial because it meets our timekeeping, reporting, and accounting needs, all in one product. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") UL Verified User in Law Practice Mid-Market (51-1000 emp.) 12/17/2024 "Records Clerk Review of Coyote" 4.5/5 What do you like best about SurePoint Finance Core? I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational elements to be both useful and beneficial. Mostly, I perform conflict checks on cases to generate matter #'s, and going in to matter #'s to edit information or close out the #. In this aspect, I have had no issues, and have much appreciated Coyote's ability to accept edits or closures from one menu, and apply them to the same matter in other menus. This saves me time, while not being difficult to understand. On that note, I've trained others in the usage of Coyote for records clerk purposes, and have found that Coyote is easy to explain, integrate, and understand in a fairly short period of time compared to similar programs. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? I only have one dislike about Coyote, though I'm sure it's a work in progress for their IT group. When generating conflict checks, there are often some difficulties getting that conflict check into PDF format. It is not uncommon that I must do a copy+paste of the conflict report due to difficulties generating it is as a PDF, in which Coyote will state that it has emailed me a copy of the conflict report as a PDF, yet it does not actually send it. While this is not a pervasive issue, some individuals I work with most prefer their conflict reports as PDFs over a copy+paste for the purposes of saving it to a drive, and there has been some mild pushback on me as a result. Overwhelmingly, I have had no real issues, and would still recommendthis product to others. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Largely, the ability to create, modify, and close specific matter #'s within general matter #'s (in regards to both billing, set-up, and data entry). This is beneficial to me as it is an integral aspect of my function at work, and provides the foundation for cases. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite LD Laur D. Legal Assistant Small-Business (50 or fewer emp.) 12/17/2024 "EASY!!" 4.5/5 What do you like best about SurePoint Finance Core? Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web version make integration with other apps non complicated.Customer support is always timelywith responses. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? uploading documents seems to take a bit more steps than it should. I would like to see a desktop version but perhaps that is just coming from being a desktop version user. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Helps with conflict checks well, and easy to implement billing time Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Mid-Market (51-1000 emp.) 12/19/2024 "User Friendly, Great Features" 4.5/5 What do you like best about SurePoint Finance Core? The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested by attorneys and clients. My first introduction to Coyote was in 2012 when the law firm I worked with switched from Legal Insight. We worked with Mike and Maureen and they were awesome. They listened to all of our comments, suggestions, and complaints. The program offered so many features that Legal Insight did not have. They have come a long way since. When I joined the current firm I am with, the time and billing software was Juris. I missed the functionality and great features of Coyote Analytics and had suggested that it was time to replace Juris. At first, the staff were not thrilled about the change due to the learning curve (some have used Juris for at least 15 years) but they soon realized how much easier to use it. There is still room for improvement but we are happy with Coyote Analytics. It's user friendly with great features. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? When expense attachment is exported for ebilling or attached to the invoice, the size is reduced by about 60%. If the receipt was small in the first place, then we end up with a very small image. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Currently, the only issue we have is the new 1099 NEC. We recently updated Coyote but now we have to update it again to get teh new reports. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") UL Verified User in Law Practice Mid-Market (51-1000 emp.) 7/24/2025 "Refresh cash application" 3.5/5 What do you like best about SurePoint Finance Core? The instruction is current. Support is very helpful when you reach out. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? It is great, but the downside was that LMS V can't be edited after posting. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Update the training detail manual. Improve customer service. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Scott L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott L.") SL Scott L. Billing Clerk Mid-Market (51-1000 emp.) 12/17/2024 "Great Software but needs to address certain functionality that is lacking" 4/5 What do you like best about SurePoint Finance Core? I like the reporting and how easy it is to navigate the system. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? I do not like that you cannot do Split Billing or Multipayors as the module/beta was abandoned. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Reporting is very easy with this software and it is benefiting us with the ease of use as a Timekeeper as well as from a Billing and Accounting standpoint. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") UL Verified User in Law Practice Mid-Market (51-1000 emp.) 4/6/2018 "painful" 1/5 What do you like best about SurePoint Finance Core? I like being able to edit time sheet entries before the close of the month. Our previous software did not allow this without going through a number of steps. I like also being able to easily print or save invoices. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? There is no docketing available. There is a calendar, however, it is not the same and is not user friendly. I work in the legal field, many dates need to be docketed with reminders. Coyote requires these be entered separately and multiple times. I would like to be able to send an email with the bill and be given an option to edit the email, if you press the button it just sends. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? None. Review collected by and hosted on G2.com. Show More 4/17/2018 Current UserValidated ReviewerIncentivizedSource: G2 invite LL Lauren L. Associate Legal Services Small-Business (50 or fewer emp.) 3/22/2018 "Review of Coyote Analytics" 5/5 What do you like best about SurePoint Finance Core? It is easy to use, the timers make recording time easy, and the colors make it easy to determine if I have billed enough in one day. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? I don't like that you have to type YES to un-post and edit a prior time entry. Review collected by and hosted on G2.com. Recommendations to others considering SurePoint Finance Core: It is easy to use and allows users to efficiently keep take of time billed. Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? Keeping track of the hours I bill each day. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Garry H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Garry H.") GH Garry H. Business Analyst and Consultant Management Consulting Small-Business (50 or fewer emp.) 10/20/2017 "It is a rather robust software for the legal industry." 4/5 What do you like best about SurePoint Finance Core? It is as easy to use as Quickbooks, it has a nice organization to all the sections. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Core? It doesn't handle special billing situations like Quarterly billing in a way that works with Firm guidelines Review collected by and hosted on G2.com. Recommendations to others considering SurePoint Finance Core: go for it Review collected by and hosted on G2.com. What problems is SurePoint Finance Core solving and how is that benefiting you? We have to track hours worked, billed and paid. We have to bill customers and get paid. we also have to manage multiple bank accounts for operating, trust, payroll etc. and balance each of those accounts each month. In a controller role these are most important to me Review collected by and hosted on G2.com. 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