What problems is Survio solving and how is that benefiting you?
Before Survio, our old survey tool was constantly derailing our quarterly vendor audits, and I was stuck cleaning up mess after mess every single cycle. I’m Everlyne Kidaha, Finance Operations Manager at Alamo Peak Financial Group in San Antonio. We’re a 51–200 person financial services firm, and I’m the one who tests, configures, and maintains all our finance tools. Back in Q3 of 2024, I tried migrating our AP vendor compliance survey templates on that old platform, and it went horribly wrong. The migration broke the whole template, and every CSV I exported came out with garbled encoding. I spent days manually rebuilding all our supplier surveys and correcting broken response data. It pushed our audit deliverables late, and I had to scramble to get everything ready for the compliance team.
That’s when I started testing alternatives, and Survio worked out for us. Last quarter, we ran our annual vendor review for Southwest Accounting Partners, our outsourced AP provider. I logged in, built out the survey myself, set up all our custom fields for contract tiers, SLA tracking, and audit reference codes. I ran a bunch of test submissions first to check everything, just to make sure nothing would break once we sent it out.
My workflow stays the same every time: once responses roll in, I export the CSV straight out of Survio. I tidy the dataset up quickly, then upload it into HostMy, our reporting database. From HostMy, I generate summary PDFs and save them into Nextcloud for our formal compliance archive. I also grab short weekly snapshots and drop them into our Rocket.Chat channel so the accounting team can keep tabs without logging into Survio.
It’s not perfect, and it definitely doesn’t replace our ERP or expense automation stack. But the biggest win for me is that I no longer fight corrupted templates and garbage text in CSV exports every audit cycle. I spend way less time troubleshooting broken survey data, so I can focus on comparing finance vendors, rolling out new platforms, and tracking ROI instead of spending whole days repairing messy survey outputs. Review collected by and hosted on G2.com.