--- title: Underboss Reviews meta_title: 'Underboss Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Underboss works for a business like yours. date_modified: '2026-09-10' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Underboss Reviews **Vendor:** Underboss **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) ## About Underboss Underboss is finance management software for service-based businesses, automating billing, collections, and bookkeeping. It integrates service tracking, pricing, payments, and client data into one system, eliminating manual tasks. The platform handles custom rates, generates invoices, and tracks payments across methods like cash, checks, Venmo, and cards. Payment reminders and client communications are automated, while transactions are reconciled for bookkeeping accuracy. Business intelligence tools enable financial performance monitoring via desktop or mobile. Underboss uses AI for tasks like invoice generation and reconciliation, paired with human oversight to ensure accuracy and catch anomalies. It supports team collaboration with consistent functionality across devices. The AI chat feature allows natural language queries and activity logging through voice or text, enabling users to ask questions, record events, and request account insights through conversational commands. - [View Underboss pricing details and edition comparison](https://www.g2.com/products/underboss/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-11+03%3A24%3A31+-0500&secure%5Bsession_id%5D=9dc193b6-b0ea-48d4-b9fd-da05aa0475c6&secure%5Btoken%5D=1ceffe23667d0ed912f609b27be8f4bfb3ab3368b2e4d3f04aa9937023c5f55b&format=llm_user) ## Underboss Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top Underboss Alternatives - [Wrike](https://www.g2.com/products/wrike/reviews) - 4.2/5.0 (4,459 reviews) - [Keka](https://www.g2.com/products/keka/reviews) - 4.4/5.0 (2,144 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.4/5.0 (1,736 reviews)