Kushil P.
KP
Kushil P.
Deskside Analyst
Enterprise (> 1000 emp.)
"Great product for any law firm to use"
4/5
What do you like best about SurePoint Finance Core?

The interface is very user friendly, found it less complex to use compared to other document management tools / software. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

I found billing and tracking matters a little more complex at first, but when I got used to it, I found it took less time to do. Review collected by and hosted on G2.com.

Verified User in Hospitality
IH
Verified User in Hospitality
Enterprise (> 1000 emp.)
"Coyote for analysts"
3/5
What do you like best about SurePoint Finance Core?

Easy to use, great for billing and time-management. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

I want to see organized communities/user-groups Review collected by and hosted on G2.com.

Michelle S.
MS
Michelle S.
Office Manager
Law Practice
Small-Business (50 or fewer emp.)
"Good integrated accounting system at an affordable price."
4/5
What do you like best about SurePoint Finance Core?

For our firm, it’s having an integrated system with time and billing and general ledger accounting all in one system. The firm had grown considerably over the last few years but the time and billing and the accounting systems had not. The workflows changed but the firm was impeded in trying to function within a dual entry billing and accounting system that was no longer working for the firm.

The help desk support at Coyote is also terrific. Users can call on the phone or send an email, and Coyote is quick to respond with an answer.

I'll also add that the timekeepers in our firm like having several options as to how they can enter their time. Staff like the ability to attach an electronic document to a record within Coyote, such as an agreement to a matter record, a Form W-9 to a vendor record, or a bank wire notice to a receipts record. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

As newer legal accounting software on the market, Coyote is still refining certain features while working on and adding other features. Not everything is there yet, but the nuts and bolts of the integrated system are. Additionally, I like being able to look up "how to" information in the help section of software. Coyote has that feature but it is still a work in process. Review collected by and hosted on G2.com.

KC
Kelle C.
Director of Information Technology
Law Practice
Mid-Market (51-1000 emp.)
"Coyote Analytics is the good thing that comes in a little package. "
5/5
What do you like best about SurePoint Finance Core?

Everything you need to do, or need to know, is right there in that one desktop icon – time entry, bill printing, e-bill generation, management reporting, collections, bank accounts, inquiry, and on and on.

The dashboards are so customizable that each user can have the information that is important to him/her presented in whichever way desired – and with a simple right click it can be printed, emailed or converted to a PDF.

Reports are easier to design in Coyote than in MS Access – assuming one of the hundreds of existing reports does not already fit your needs.

The Coyote Analytics staff is outstanding, from support to development. Questions receive quick and detailed answers. Coyote Analytic’s clients benefit from each other’s feature requests. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

I can not wait for the existence of an organized Coyote Analytics users group. This would allow users to share favorite custom dashboards, reports, etc., and spark ideas based on ways others use the system. Review collected by and hosted on G2.com.

Claudia G.
CG
Claudia G.
Office Administrator
Law Practice
Small-Business (50 or fewer emp.)
"We love Coyote!!!"
5/5
What do you like best about SurePoint Finance Core?

There are many, many things we love about Coyote. We (billing and financial) will try to be as specific as possible here.

!) First and foremost, if you make a mistake on an vendor invoice or cash receipt (and who doesn't), you can just click the unpost button and all correcting entries are made for you, giving you a new draft on which to make your changes.

2) We scan everything in our office, which is a good thing. Coyote allows you to attach your deposit files to the actual deposit. If you need to check later to see why you did what you did, or whether a client actually allocated a payment as they thought they did, you can easily check the deposit from within Coyote.

3) Attys are able to do their billing online (no more paper).

4) Our attorneys are actually using the software; they didn't use the prior software for whatever reason.

5) There are dashboards on the home page which show an updated snapshot of all key metrics for any business.

6) There are many, many reports. Many of these reports have underlying data with a lot of information. If you know how to use pivot tables in Excel, you can obtain further information in a format of your choice (or, you can just call Coyote and they will prepare a report for you (and probably make it available in their next update).

7) At the client and/or matter level, you can add email messages (you know, those changing an address, billing person, etc.) so that when someone questions why you changed something, you have instant backup showing that it was requested by someone else. What's not to like about this? (Another CYA)

8) Drill down abilities

9) You can change an address on a posted invoice and resend it with the corrected address without having to unpost/repost. This is a major feature.

10) Attorneys can do their prebill edits directly in Coyote saving time in deciphering chicken scratch – not to mention the many forests we save by foregoing paper

11) Attachments – best CYA application ever

12) Collections – you can see everything or filter, you can add notes directly, do adjustments, resend invoice, run a statement, add a follow up task, see when the last payment or statement was processed, you can get to it thru Inquiry as well as Billing

13) You can pull in late posted fees or costs without having to re-run a prebill (another major feature)

14) You can see what’s in WIP from Inquiry whether its posted or still in Draft

15) Notes on the Expense entry is perfect for invoice numbers/which credit card the exp was charged to/whose expense report etc HUGE when one has to find backup to accompany the invoice

16) Love the Items Detail bubble – especially when someone says "I didn’t do that" and you can quickly prove otherwise….yet another CYA (we keep this to ourselves (accounting) though)

17) Love the Check Request – we’re still implementing it but I suspect it will be a huge assist in reducing paper and lost (or never actually submitted) requests

18) What I love most is that they take suggestions from those actually using the program in their daily round and try to implement them.

We have never regretted our move to Coyote Analytics

Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

We can't think of much that we dislike. It has made our job so much easier in so many ways. Review collected by and hosted on G2.com.

Shari P.
SP
Shari P.
Chief Financial Director
Legal Services
Mid-Market (51-1000 emp.)
"Mid size law firm review"
5/5
What do you like best about SurePoint Finance Core?

Coyote has combined the best of other law firm accounting softwares into their product. It's easy to figure out; reports look good and are easy to understand. Very intuitive. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

Still in development of a couple of things. But very agreeable to improvement suggestions.

Cannot get support on the weekends, or at least I didn't. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Very user friendly."
5/5
What do you like best about SurePoint Finance Core?

I have many recurring payments that I do monthly. I like that I can recall the invoice and just copy it to create a new invoice. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

Haven't really found anything that I don't like. Review collected by and hosted on G2.com.