# Top Free Financial Audit Software ## How Many Financial Audit Software Products Does G2 Track? **Total Products under this Category:** 60 ### Category Stats (Aug 2026) - **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** PRGX (+0.49%) - Among all products in this category, PRGX recorded the largest rating increase compared to last month _Last updated: August 05, 2026_ ## How Does G2 Rank Financial Audit Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,200+ Authentic Reviews - 60+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Financial Audit Software ![G2 Grid® for Financial Audit Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-audit/grids.png?focus%5B%5D=67575&focus%5B%5D=162341&focus%5B%5D=81338&focus%5B%5D=159388&focus%5B%5D=5601&focus%5B%5D=118930&focus%5B%5D=13871&focus%5B%5D=121075) Highlighted products: Suralink, DataSnipper, MindBridge, Caseware, Hubdoc, eftsure, AppZen, and AuditDashboard. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-audit/grids.json?focus%5B%5D=suralink&focus%5B%5D=datasnipper&focus%5B%5D=mindbridge&focus%5B%5D=caseware&focus%5B%5D=hubdoc&focus%5B%5D=eftsure&focus%5B%5D=appzen-appzen&focus%5B%5D=auditdashboard-inc-auditdashboard) **Sponsored** ### Auditi Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1909&secure%5Bchosen_at%5D=2026-08-07T08%3A56%3A10Z&secure%5Bdisplayable_resource_id%5D=1909&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1909&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1909&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-audit%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Fxelix%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-audit%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=95a683cac0f42f79b653d19fd0d1a457ef1aeac92896c5351ec9daa2756816ce&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website) ### [Suralink](https://www.g2.com/pt/products/suralink/reviews) A Suralink é a principal plataforma de colaboração com clientes, projetada para otimizar os fluxos de trabalho de engajamento para equipes de auditoria, impostos e consultoria em empresas de contabilidade. Nossa missão é garantir que os engajamentos permaneçam no caminho certo, dentro do orçamento e funcionem de forma eficiente, fornecendo ferramentas poderosas que melhoram a colaboração e eliminam ineficiências. Com nossa ferramenta de Gerenciamento de Lista de Solicitações, as empresas podem automatizar e simplificar solicitações de documentos, acompanhar o progresso do engajamento em tempo real e garantir que os clientes permaneçam alinhados em cada etapa do processo. O Suralink Workpaper Suite integra-se a qualquer solução de encadernação baseada em Excel e conecta-se diretamente ao Gerenciamento de Lista de Solicitações. Ele automatiza a correspondência de dados para testes de amostra ou análise de população, simplifica revisões com documentos de clientes vinculados e permite o acompanhamento direto com o cliente—tudo isso sem sair de suas planilhas de trabalho do Excel. As respostas dos clientes e os documentos de suporte são sincronizados automaticamente em sua planilha, garantindo atualizações em tempo real e uma colaboração mais fluida. Ao combinar o poderoso e seguro gerenciamento de solicitações de documentos do Gerenciamento de Lista de Solicitações com a integração perfeita do Workpaper Suite com o Excel, a Suralink capacita as empresas a simplificar fluxos de trabalho, reduzir tarefas manuais e promover uma melhor colaboração com os clientes. Essas ferramentas ajudam as empresas a manter os engajamentos no caminho certo, minimizar ineficiências e melhorar as interações com os clientes—garantindo um processo de engajamento mais eficiente e econômico, desde as solicitações iniciais de PBC até a revisão das planilhas de trabalho. A Suralink está sediada em Salt Lake City, Utah, com uma força de trabalho remota em todo o país. **Average Rating:** 4.5/5.0 **Total Reviews:** 176 #### How Do G2 Users Rate Suralink? - **the product tem sido um bom parceiro comercial?:** 8.9/10 (Category avg: 8.9/10) - **Optimização:** 8.9/10 (Category avg: 8.4/10) - **Automação:** 7.8/10 (Category avg: 8.9/10) - **Conformidade:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Suralink? - **Vendedor:** [Suralink](https://www.g2.com/pt/sellers/suralink) - **Website da Empresa:** www.suralink.com - **Ano de Fundação:** 2014 - **Localização da Sede:** Salt Lake City,Utah - **Twitter:** @Suralink 724 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c668bc94e7b5386d191e337ef51b45c65c44a25f04ef86f0df02637ff9cb55cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuralink%2F&secure%5Burl_type%5D=linkedin_company_website) 111 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente Sênior, Parceiro - **Top Industries:** Contabilidade, Consultoria - **Company Size:** 44% Medium, 41% Small #### What Do G2 Reviewers Say About Suralink? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários adoram a **facilidade intuitiva de uso** do Suralink, tornando o processo de integração de clientes rápido e sem complicações. - Os usuários valorizam o **compartilhamento seguro de documentos** da Suralink, garantindo uploads seguros e interações fáceis para informações confidenciais. - Os usuários apreciam a **interface intuitiva** do Suralink, que simplifica o gerenciamento de documentos e melhora a colaboração. - Os usuários valorizam a **configuração inicial fácil** do Suralink, garantindo uma transição suave e uma experiência intuitiva para todos os clientes. - Os usuários destacam a **eficiência e economia de tempo** do Suralink, pois ele automatiza solicitações e melhora a colaboração de forma fluida. ##### Cons - Os usuários estão frustrados com **notificações ruins** do Suralink, que atrasam alertas para novos uploads de clientes e causam confusão. - Os usuários expressam frustração com **recursos ausentes** no Suralink, incluindo limitações na funcionalidade de e-mail e um sistema de notificações inferior. - Os usuários enfrentam **limitações de gerenciamento de arquivos** com o Suralink, tornando difícil anexar arquivos adicionais em threads de e-mail existentes. - Os usuários enfrentam **problemas de acesso** com o Suralink, incluindo dificuldades para localizar arquivos e desafios com a Autenticação Multifator. - Os usuários enfrentam **curvas de aprendizado difíceis** com o Suralink, lutando para fazer upload e acessar documentos de forma eficaz. #### What Are Recent G2 Reviews of Suralink? **["Suralink Mantém Clientes e Empresas Organizados, Claros e Responsáveis"](https://www.g2.com/pt/survey_responses/suralink-review-13074630)** **Rating:** 5.0/5.0 stars _— Claire S._ [Read full review](https://www.g2.com/pt/survey_responses/suralink-review-13074630) **["Simplifica a Colaboração de Auditoria & Forte Rastro de Auditoria"](https://www.g2.com/pt/survey_responses/suralink-review-12989030)** **Rating:** 5.0/5.0 stars _— Sanjay S._ [Read full review](https://www.g2.com/pt/survey_responses/suralink-review-12989030) #### What Are G2 Users Discussing About Suralink? - [What is a PBC accounting?](https://www.g2.com/pt/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/pt/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/pt/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/pt/discussions/what-does-suralink-do) ### [DataSnipper](https://www.g2.com/pt/products/datasnipper/reviews) DataSnipper é a plataforma agente que está transformando a forma como as equipes de auditoria e finanças trabalham. Impulsionado por Agentes de IA, o DataSnipper ajuda os profissionais a reduzir o trabalho manual, analisar documentos e dados mais rapidamente, e focar mais tempo em julgamento e análise onde é mais importante. Em 2025, o DataSnipper entregou mais de $1,4 bilhões em economias de produtividade em fluxos de trabalho de auditoria e finanças, à medida que as organizações adotaram cada vez mais a IA para apoiar processos complexos e regulamentados. No centro dessa inovação estão os Agentes Excel e Agentes de Divulgação, projetados para ir além da automação em nível de tarefa e apoiar fluxos de trabalho completos de auditoria e relatórios diretamente dentro do Excel. A inovação do DataSnipper foi reconhecida globalmente, incluindo a lista Forbes Fintech 50 de 2026 — a única empresa europeia na lista — e as Melhores Invenções de 2025 da TIME na categoria de Inteligência Artificial para o DocuMine, destacando a IA inovadora projetada para ajudar profissionais a analisar grandes volumes de documentos com rapidez e transparência. Confiado por empresas da Fortune 500, agências governamentais, empresas globais e todas as quatro grandes firmas de auditoria, o DataSnipper é usado por profissionais em 175 países para acelerar fluxos de trabalho de auditoria e finanças enquanto mantém total transparência e controle. Agentes de IA: A Próxima Geração de Automação em Auditoria e Finanças No núcleo do DataSnipper estão os Agentes Excel e Agentes de Divulgação, projetados para ir além da automação em nível de tarefa e apoiar fluxos de trabalho completos de auditoria e relatórios: - Agentes Excel — Descreva uma tarefa em linguagem simples e o agente a planeja e executa de ponta a ponta: correspondendo dados de amostra a documentos, extraindo campos-chave e comparando resultados com expectativas. Sem modelos, sem configuração complexa — apenas automação orientada por prompts com saídas explicáveis, prontas para auditoria e com referências cruzadas completas. - Agentes de Divulgação — Transforme dias de revisões manuais de listas de verificação de divulgação em minutos. Analise automaticamente listas de verificação em relação a demonstrações financeiras de acordo com IFRS, GAAP e outros padrões globais, verifique políticas específicas da empresa e vincule cada requisito a evidências transparentes e verificáveis. Recursos de Automação Inteligente O DataSnipper também oferece às equipes de auditoria e finanças um conjunto completo de capacidades de automação diretamente no Excel: - Correspondência de Documentos — Corresponda automaticamente dados do Excel a faturas, extratos bancários, contratos e outros documentos de origem. - Extração de Dados — Extraia dados de documentos com layouts consistentes e aplique a mesma lógica em escala. - DocuMine — Inteligência de documentos impulsionada por IA que permite que as equipes minerem, analisem e verifiquem grandes volumes de documentos. Nomeado para as Melhores Invenções de 2025 da TIME na categoria de Inteligência Artificial, ao lado de Nvidia, Anthropic e DeepSeek. - Extrações de IA — Transforme documentos não estruturados em várias línguas e formatos em dados prontos para análise diretamente no Excel. - Referenciamento Cruzado e Trilha de Auditoria — Cada recorte, extração e saída de IA está vinculado ao seu documento de origem, criando uma trilha de auditoria totalmente rastreável e verificável. - Colaboração em Tempo Real — Trabalhe simultaneamente com membros da equipe no mesmo livro de trabalho, sincronizando dados e referências em tempo real. Por Que as Equipes de Auditoria e Finanças Escolhem o DataSnipper - Vive dentro do Excel — Sem novas ferramentas para aprender. As equipes adotam o DataSnipper imediatamente dentro do ambiente que já conhecem, apoiadas por uma equipe dedicada ao sucesso do cliente. - Mais de $1,4 bilhões em economias de produtividade entregues em 2025 — Impacto mensurável em fluxos de trabalho de auditoria e finanças globalmente. - Mais de 600.000 profissionais em 175 países — Confiado por todas as quatro grandes firmas (Deloitte, EY, KPMG, PwC), empresas da Fortune 500, agências governamentais e empresas globais. - Inovação premiada — 2026 Forbes Fintech 50 (única empresa europeia na lista) · Melhores Invenções de 2025 da TIME (categoria de IA) · Fast Company Next Big Things in Tech 2025 · Líder G2 em Software de Auditoria Financeira. - Escala com sua equipe — Três pacotes (Start, Accelerate, Elevate) para apoiar empresas desde pequenas práticas até organizações globais. Construído para Confiança e Transparência Cada saída de IA é fundamentada em evidências de origem. O DataSnipper não treina ou ajusta modelos com base em dados de clientes. Os prompts e documentos dos clientes são processados temporariamente (até 24 horas) e depois excluídos permanentemente. Certificado SOC 2 Tipo II, com dados criptografados em trânsito e em repouso, e centros de dados regionais nos EUA, UE e Austrália. Veja o DataSnipper em Ação Pronto para automatizar seus fluxos de trabalho de auditoria e finanças com Agentes de IA? Agende uma demonstração personalizada e descubra como o DataSnipper pode ajudar sua equipe a reduzir o trabalho manual, melhorar a qualidade e recuperar tempo para análises de maior valor, tudo sem sair do Excel. **Average Rating:** 4.8/5.0 **Total Reviews:** 218 #### How Do G2 Users Rate DataSnipper? - **the product tem sido um bom parceiro comercial?:** 8.9/10 (Category avg: 8.9/10) - **Optimização:** 8.4/10 (Category avg: 8.4/10) - **Automação:** 9.1/10 (Category avg: 8.9/10) - **Conformidade:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind DataSnipper? - **Vendedor:** [DataSnipper](https://www.g2.com/pt/sellers/datasnipper) - **Website da Empresa:** Datasnipper.com - **Ano de Fundação:** 2017 - **Localização da Sede:** Amsterdam, NL - **Twitter:** @DataSnipper 150 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f617d32d72cb2270af818ce23625eab8e81d0bd8ce35574f623b8dbb52daa783&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatasnipper%2F&secure%5Burl_type%5D=linkedin_company_website) 280 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Auditor, Associado - **Top Industries:** Contabilidade, Serviços Financeiros - **Company Size:** 43% Large, 36% Medium #### What Do G2 Reviewers Say About DataSnipper? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham o DataSnipper **fácil de usar** , facilitando a rápida adoção e processos de revisão eficientes para auditorias. - Os usuários valorizam a **eficiência da gestão de documentos** no DataSnipper, reduzindo significativamente o esforço manual e aumentando a precisão. - Os usuários destacam a **eficiência aprimorada** do DataSnipper, acelerando significativamente os processos de auditoria e a gestão de documentos. - Os usuários destacam a **eficiência que economiza tempo** do DataSnipper, permitindo um processamento de documentos mais rápido e preciso. - Os usuários valorizam a **eficiência de auditoria** do DataSnipper, acelerando significativamente as revisões de documentos e os processos de extração de dados. ##### Cons - Os usuários experimentam **tempos de carregamento lentos** com o DataSnipper, especialmente ao lidar com documentos grandes ou múltiplos uploads. - Os usuários enfrentam **bugs e problemas de extração** com o DataSnipper, levando a frustração durante o processamento de documentos. - Os usuários experimentam **recursos ausentes** , como opções limitadas de personalização e certas ferramentas avançadas bloqueadas por licenças de nível superior. - Os usuários encontram **pobre usabilidade** no DataSnipper, lutando para corrigir recortes e experimentando um desempenho lento da planilha. - Os usuários enfrentam **problemas de desempenho no Excel** com o DataSnipper, particularmente durante o uso intenso de documentos e grandes demonstrações financeiras. #### What Are Recent G2 Reviews of DataSnipper? **["Comprovação de Documentos Eficiente e Recuperação Mais Rápida de Informações do Cliente"](https://www.g2.com/pt/survey_responses/datasnipper-review-12513968)** **Rating:** 5.0/5.0 stars _— Sanjay C._ [Read full review](https://www.g2.com/pt/survey_responses/datasnipper-review-12513968) **["DataSnipper torna as revisões de auditoria mais rápidas com validação fácil e extração rápida de tabelas"](https://www.g2.com/pt/survey_responses/datasnipper-review-13182480)** **Rating:** 4.5/5.0 stars _— Helen S._ [Read full review](https://www.g2.com/pt/survey_responses/datasnipper-review-13182480) #### What Are G2 Users Discussing About DataSnipper? - [Para que é usado o DataSnipper?](https://www.g2.com/pt/discussions/what-is-datasnipper-used-for) - 1 comment ### [Hubdoc](https://www.g2.com/pt/products/hubdoc/reviews) Hubdoc é um aplicativo de contabilidade em nuvem que busca automaticamente documentos financeiros de centenas de bancos, concessionárias, provedores de telecomunicações e fornecedores online; extrai os dados principais; e sincroniza transações perfeitamente com plataformas de contabilidade em nuvem com documentos de origem anexados. Com o Hubdoc, a reconciliação, o processamento de pagamentos e a proteção contra auditorias estão a apenas alguns cliques de distância. **Average Rating:** 4.3/5.0 **Total Reviews:** 87 #### How Do G2 Users Rate Hubdoc? - **the product tem sido um bom parceiro comercial?:** 8.7/10 (Category avg: 8.9/10) - **Optimização:** 8.7/10 (Category avg: 8.4/10) - **Automação:** 9.0/10 (Category avg: 8.9/10) - **Conformidade:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Hubdoc? - **Vendedor:** [Hubdoc](https://www.g2.com/pt/sellers/hubdoc) - **Ano de Fundação:** 2011 - **Localização da Sede:** Toronto, Ontario - **Twitter:** @Hubdoc 10,038 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2295c7c26c6fc6dc64730dc0f0c6d0bb9816254e472002fcf0807fde263a7913&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhubdoc%2F&secure%5Burl_type%5D=linkedin_company_website) 4 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Contador - **Top Industries:** Contabilidade - **Company Size:** 69% Small, 26% Medium #### What Are Recent G2 Reviews of Hubdoc? **["Organização de Arquivos Amigável e Processamento de Contas/Recibos"](https://www.g2.com/pt/survey_responses/hubdoc-review-12701003)** **Rating:** 4.5/5.0 stars _— Jordan Z._ [Read full review](https://www.g2.com/pt/survey_responses/hubdoc-review-12701003) **["Gestão Eficiente de Recibos com Integração Xero Sem Costura"](https://www.g2.com/pt/survey_responses/hubdoc-review-12662862)** **Rating:** 4.5/5.0 stars _— Kristie D._ [Read full review](https://www.g2.com/pt/survey_responses/hubdoc-review-12662862) #### What Are G2 Users Discussing About Hubdoc? - [How good is Hubdoc?](https://www.g2.com/pt/discussions/how-good-is-hubdoc) - [Can Hubdoc convert bank statements?](https://www.g2.com/pt/discussions/can-hubdoc-convert-bank-statements) - [Why is Hubdoc so bad?](https://www.g2.com/pt/discussions/why-is-hubdoc-so-bad) - [What can Hubdoc do?](https://www.g2.com/pt/discussions/what-can-hubdoc-do) ### [AppZen](https://www.g2.com/products/appzen-appzen/reviews) AppZen's proprietary finance AI solutions simplify travel & expense, card, and accounts payable processing tasks by automating complex workflows, policy checks, and approvals that legacy systems can't. Our AI learns your unique spend profile to independently read and take action on more and more documents over time. It fits into current systems with minimal change management, helping global enterprises save thousands of work hours, reduce costs, and drive compliance. Discover why one-third of the Fortune 500 trust our AI's decade of finance training to future-proof their businesses. Connect with us: Web: appzen.com LinkedIn: @appzen Expense Audit: - Our AI Agents autonomously review, decide, and act on high-risk lines to auto-approve, auto-reject or escalate based on your logic - 100% prepayment audit and compliance checks on every line item - 10x more risk detected compared to other approaches - Support for 40+ languages - no for need translation services. - Our AI Agents automate policies and processes ensuring compliance with FCPA, HCP and fapiao regulations. - Pay employees back faster - No more outsourcing or scaling your team as workloads change - Adaptable, customizable solutions for a wide range of business challenges - Keep auditors and managers informed with analytics and actionable insights Autonomous AP + AP Inbox Service Center: - Automate the entire AP process without templates and a seamless handoff to ERP/P2P systems - Our AI Agents answer vendor queries, match and code invoices to drive a touchless invoice lifecycle - Autonomously process up to 80% or more of your invoices with guaranteed accuracy - Automate complex multi-line PO matching, as well as GL code assignments for non-PO invoices - Match multiple invoices at once, even when descriptions don’t match - Eliminate the need for human review Autonomous AP + AppZen Inbox gives you additional features: - AI automatically reads, labels, and immediately takes action on documents–including invoice processing all the way to ERP/P2P handoff - AI researches invoice status, payment updates, and more for you - Generative AI composes an automated response with all relevant data - 8 pre-built AP Inbox Service Center AI Agents ready to deploy **Average Rating:** 4.3/5.0 **Total Reviews:** 76 #### How Do G2 Users Rate AppZen? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Automation:** 8.3/10 (Category avg: 8.9/10) - **Compliance:** 8.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind AppZen? - **Seller:** [AppZen](https://www.g2.com/sellers/appzen) - **Company Website:** www.appzen.com - **Year Founded:** 2012 - **HQ Location:** San Jose, CA - **Twitter:** @appzen 1,405 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=33509b4265b2f151579eec2c8cc40aeea6e64f840cce97e2c0d312726dcbe240&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2829210%2F&secure%5Burl_type%5D=linkedin_company_website) 377 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Computer Software - **Company Size:** 71% Large, 16% Small #### What Do G2 Reviewers Say About AppZen? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **AI-powered accuracy** of AppZen, ensuring comprehensive audit coverage and quick fraud detection. - Users value the **AI-powered automation** of AppZen, which dramatically improves efficiency and accuracy in expense auditing. - Users find that **automation efficiency** significantly reduces manual time spent on auditing travel and expense reports. - Users praise AppZen for its **efficiency in automating approvals** , significantly reducing manual time and increasing accuracy. - Users value the **time-saving automation** of AppZen, significantly reducing manual effort and expediting approval processes. ##### Cons - Users experience a **steep learning curve** with AppZen, finding configurations and reports challenging to navigate effectively. - Users find the **configuration complexity** of AppZen challenging, as it's not very intuitive or user-friendly. - Users face a **complicated reporting** process, requiring time to adjust to policies and inflexible custom reports. - Users face a **learning curve and inflexible dashboards** in AppZen, impacting ease of use and reporting capabilities. - Users find the **difficult setup** of AppZen challenging, as configurations are not user-friendly or intuitive. #### What Are Recent G2 Reviews of AppZen? **["Easy Audit Configuration but Inconsistent Support"](https://www.g2.com/survey_responses/appzen-review-13185314)** **Rating:** 4.0/5.0 stars _— Pavan kumar K._ [Read full review](https://www.g2.com/survey_responses/appzen-review-13185314) **["Automated Expense Auditing with Customizable Intelligence"](https://www.g2.com/survey_responses/appzen-review-13110272)** **Rating:** 4.5/5.0 stars _— Ashleigh G._ [Read full review](https://www.g2.com/survey_responses/appzen-review-13110272) #### What Are G2 Users Discussing About AppZen? - [How do you use Appzen?](https://www.g2.com/discussions/how-do-you-use-appzen) - [Who is the CEO of AppZen?](https://www.g2.com/discussions/who-is-the-ceo-of-appzen) - [How does AppZen help eliminate unnecessary spend?](https://www.g2.com/discussions/how-does-appzen-help-eliminate-unnecessary-spend) - [What does AppZen do?](https://www.g2.com/discussions/what-does-appzen-do) - 1 comment ### [AuditDashboard](https://www.g2.com/pt/products/auditdashboard-inc-auditdashboard/reviews) AuditDashboard é a plataforma de experiência e colaboração do cliente que ajuda firmas de contabilidade e seus clientes a gerenciar como as informações são trocadas durante compromissos de impostos, auditoria, revisão e cibersegurança. A solução de software automatiza a coordenação de compromissos, gestão de documentos e rastreamento de solicitações em um único espaço de trabalho, substituindo a mistura fragmentada de threads de e-mail, rastreadores de planilhas e sistemas desconectados que as firmas tradicionalmente dependiam para coordenar trabalhos de garantia, impostos e consultoria. AuditDashboard é usado por profissionais de contabilidade em firmas de todos os tamanhos, desde práticas regionais até redes globais. Seus usuários abrangem linhas de serviço, incluindo equipes de auditoria e garantia, consultores de garantia de risco, preparadores de impostos corporativos, consultores de consultoria e equipes de finanças corporativas, juntamente com os controladores do lado do cliente, CFOs e equipe financeira que fornecem documentação de suporte. A plataforma é segura por design, respaldada por relatórios SOC 2 Tipo 2 desde 2016, e oferece configuração de marca branca, permitindo que as firmas apresentem um portal com marca que se integra ao seu modelo de entrega de serviços existente. Além da coleta de documentos, o AuditDashboard fornece ferramentas de agendamento para planejar cronogramas e marcos de compromissos, gera visibilidade em tempo real sobre itens pendentes para equipes de firmas e clientes, e aplica automação e inteligência artificial para reduzir a coordenação manual que consome horas de compromisso. A plataforma se conecta com ferramentas que as equipes de contabilidade já usam, incluindo Outlook, Microsoft 365 e Copilot, e sincroniza dados através dos sistemas da firma por meio de integrações nativas e uma API aberta. - Agendamento colaborativo e listas de solicitações preparadas pelo cliente (PBC) para simplificar a coordenação de compromissos e organizar requisitos, solicitações de informações e marcos de compromissos em um espaço de trabalho compartilhado. - Compartilhamento seguro de arquivos com integração ao Outlook e assinaturas eletrônicas totalmente integradas, para que anexos grandes e documentos possam transitar por um sistema de registro em vez de threads de e-mail dispersos. - Insights de compromissos e práticas que revelam gargalos, rastreiam progresso e fornecem relatórios sobre o desempenho de compromissos entre equipes e linhas de serviço. - Inteligência artificial e automação para elevar a experiência do cliente, simplificar tarefas rotineiras e melhorar a capacidade de resposta. - Integrações e uma API aberta que conectam o AuditDashboard com ferramentas existentes de gestão de práticas, gestão de documentos e produtividade. Ao consolidar a coordenação de compromissos em uma plataforma padronizada de experiência do cliente, o AuditDashboard reduz o tempo que a equipe profissional gasta buscando informações e gerenciando fluxos de trabalho administrativos, liberando capacidade para trabalhos substantivos com o cliente. **Average Rating:** 4.8/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate AuditDashboard? - **the product tem sido um bom parceiro comercial?:** 9.5/10 (Category avg: 8.9/10) - **Optimização:** 5.0/10 (Category avg: 8.4/10) - **Automação:** 6.4/10 (Category avg: 8.9/10) - **Conformidade:** 6.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind AuditDashboard? - **Vendedor:** [AuditDashboard](https://www.g2.com/pt/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6) - **Website da Empresa:** www.auditdashboard.com - **Ano de Fundação:** 2013 - **Localização da Sede:** Oakville, Ontario - **Twitter:** @AuditDashboard 569 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=930107b9ba5c910374fa5fa06458a369fa81b990c73238ce1031a3fd19ae1946&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditdashboard%2F&secure%5Burl_type%5D=linkedin_company_website) 8 funcionários no LinkedIn® #### Who Uses This Product? - **Top Industries:** Contabilidade - **Company Size:** 53% Small, 47% Medium #### What Do G2 Reviewers Say About AuditDashboard? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham o **AuditDashboard fácil de usar** com recursos intuitivos e implementação direta, aumentando a eficiência geral. - Os usuários elogiam o **excelente suporte ao cliente** do AuditDashboard, melhorando sua experiência e satisfação geral. - Os usuários apreciam o **painel intuitivo e os recursos de relatórios** que melhoram o desempenho e as relações com os clientes de forma eficaz. - Os usuários elogiam a **eficiência** do AuditDashboard, agilizando todo o processo de auditoria para acesso e uploads mais rápidos. - Os usuários apreciam a **melhoria da eficiência** do AuditDashboard, agilizando o processo de auditoria para acesso mais rápido e uploads antecipados. ##### Cons - Os usuários acham que as **notificações fracas** do Painel de Auditoria tendem a ser ignoradas, reduzindo sua eficácia na comunicação. #### What Are Recent G2 Reviews of AuditDashboard? **["Processamento Simplificado de Documentos com Interface Intuitiva"](https://www.g2.com/pt/survey_responses/auditdashboard-review-13154915)** **Rating:** 5.0/5.0 stars _— Usuário Verificado_ [Read full review](https://www.g2.com/pt/survey_responses/auditdashboard-review-13154915) **["Uma Ferramenta Valiosa para Gerenciar Auditorias de Alto Volume"](https://www.g2.com/pt/survey_responses/auditdashboard-review-13172537)** **Rating:** 5.0/5.0 stars _— Jake S._ [Read full review](https://www.g2.com/pt/survey_responses/auditdashboard-review-13172537) #### What Are G2 Users Discussing About AuditDashboard? - [Para que serve o AuditDashboard?](https://www.g2.com/pt/discussions/what-is-auditdashboard-used-for) ### [Xelix](https://www.g2.com/products/xelix/reviews) Since 2018, Xelix has been a pioneer in the Accounts Payable audit and controls space, leveraging AI to detect payment errors and fraud, automate statement reconciliations, and streamline AP Helpdesk operations. Our platform utilises thousands of large language models (LLMs) to support agentic and adaptive workflows, freeing AP resource to focus on strategic initiatives. Our machine learning models ensure exceptional accuracy, while our use of best-in-class AI allows rapid, efficient processing of large data sets. Trusted by global enterprises like AstraZeneca, BAT, and Virgin Atlantic, we process over 115 million invoices annually and audit more than $750 billion in spend. Designed with an intuitive user interface, the solution is easy for finance teams to adopt, and our seamless integration with ERP and finance systems ensures quick, straightforward deployment. **Average Rating:** 4.8/5.0 **Total Reviews:** 51 #### How Do G2 Users Rate Xelix? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Optimization:** 8.7/10 (Category avg: 8.4/10) - **Automation:** 9.7/10 (Category avg: 8.9/10) - **Compliance:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Xelix? - **Seller:** [Xelix](https://www.g2.com/sellers/xelix) - **Year Founded:** 2018 - **HQ Location:** London, United Kingdom - **Twitter:** @Xelix\_AI 166 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e6a897f065e5b01d29236c412c5f9fa88176b5aeee37d648d1507bd597e62fd7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxelix.&secure%5Burl_type%5D=linkedin_company_website) 180 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Automotive, Retail - **Company Size:** 85% Large, 13% Medium #### What Are Recent G2 Reviews of Xelix? **["Finally chucked my excel template out the door."](https://www.g2.com/survey_responses/xelix-review-9617616)** **Rating:** 5.0/5.0 stars _— Rebecca C._ [Read full review](https://www.g2.com/survey_responses/xelix-review-9617616) **["Excellent AP product, really bolstered our controls"](https://www.g2.com/survey_responses/xelix-review-9457513)** **Rating:** 5.0/5.0 stars _— Kerry H._ [Read full review](https://www.g2.com/survey_responses/xelix-review-9457513) #### What Are G2 Users Discussing About Xelix? - [What is Xelix used for?](https://www.g2.com/discussions/what-is-xelix-used-for) - 1 comment ### [Auditi](https://www.g2.com/products/auditi/reviews) Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Auditi? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Optimization:** 9.0/10 (Category avg: 8.4/10) - **Automation:** 9.0/10 (Category avg: 8.9/10) - **Compliance:** 9.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Auditi? - **Seller:** [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh) - **Year Founded:** 2012 - **HQ Location:** Düsseldorf, Nordrhein-Westfalen - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff90e27a31b4d13c5febea4c64617737ce5b5c87a14a97ae7972e295e5643ed4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditi%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 46% Medium, 38% Small #### What Do G2 Reviewers Say About Auditi? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Auditi, enjoying its intuitive structure and helpful features for efficient workflows. - Users highlight the **intuitive design** of Auditi, making it easy to navigate and implement effectively. - Users value the **intuitive user interface** of Auditi, appreciating its simplicity and effective communication features. - Users appreciate the **effective communication** and quick support from Auditi, simplifying their data exchange processes. - Users value the **efficiency of audits** with Auditi, appreciating its intuitive design and structured data handling. ##### Cons - Users find the **poor communication features** of Auditi hinder their ability to effectively inform clients and manage tasks. - Users find the **audit management process cumbersome** , highlighting inefficiencies in tracking and assigning responsibilities effectively. - Users experience **bug issues** in Auditi, leading to frustrations with functionality and ease of use. - Users find **client management cumbersome** , with difficulties in adding clients and not having direct assignment features. - Users are frustrated with the **inefficient file management process** , making it cumbersome to track overdue items. #### What Are Recent G2 Reviews of Auditi? **["daily use of auditi"](https://www.g2.com/survey_responses/auditi-review-8890691)** **Rating:** 4.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/auditi-review-8890691) **["A responsive and fast way to exchange data and documents with clients - a must have for Audit firms"](https://www.g2.com/survey_responses/auditi-review-9200402)** **Rating:** 5.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/auditi-review-9200402) #### What Are G2 Users Discussing About Auditi? - [What does Auditi do?](https://www.g2.com/discussions/what-does-auditi-do) - [Which software is used for auditing?](https://www.g2.com/discussions/which-software-is-used-for-auditing) - [What should I look for in audit software?](https://www.g2.com/discussions/what-should-i-look-for-in-audit-software) ### [Trullion](https://www.g2.com/products/trullion/reviews) Manual data entry, spreadsheets, and disconnected documents slow accounting and audit teams down and increase the risk of errors in high-stakes workflows. Trullion is an AI-powered accounting platform that brings extraction, validation, testing, and compliance into one system. Built specifically for accounting and audit teams, Trullion automates document-heavy workflows across audit, financial reporting, and lease accounting—helping teams improve accuracy, reduce manual effort, and stay audit-ready. With Trullion, teams can connect structured and unstructured data in one platform. AI automatically extracts key data from contracts, financial statements, invoices, and supporting documents, then matches and validates that data against source documents, prior periods, and system records. This reduces manual review while increasing transparency and confidence in the results. Trullion supports critical accounting workflows, including audit fieldwork, financial statement validation, revenue and lease compliance, and ongoing reporting. Teams can upload large volumes of documents in one click, apply changes at scale, and produce consistent, audit-ready outputs with full traceability back to the source. The platform is designed to keep teams aligned with evolving accounting standards, including ASC 842, IFRS 16, FRS 102, ASC 606, and IFRS 15, so they can go into audits with clarity and confidence. With Trullion, you can: - Extract structured, Excel-ready data from PDFs and complex documents - Match and validate data automatically for vouching, tracing, and testing - Identify inconsistencies across financial statements, versions, and prior periods - Automate lease accounting calculations, journals, and disclosures - Collaborate in one secure platform with full audit trails and permissions By breaking down silos between documents, data, and teams, Trullion gives accounting and audit professionals a complete, end-to-end view of their work—so they can spend less time on manual processes and more time applying judgment. **Average Rating:** 4.7/5.0 **Total Reviews:** 62 #### How Do G2 Users Rate Trullion? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Trullion? - **Seller:** [Trullion](https://www.g2.com/sellers/trullion) - **Company Website:** www.trullion.com - **Year Founded:** 2020 - **HQ Location:** New York, NY - **Twitter:** @Trullion 232 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=414e99afde902c853279d38bfcd3191c1ded0b32a0d8584c9c8a24a6e5b68a8d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmrtflow%2F&secure%5Burl_type%5D=linkedin_company_website) 118 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 50% Medium, 29% Large #### What Do G2 Reviewers Say About Trullion? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **responsive and collaborative customer support** of Trullion, enhancing their overall experience and satisfaction. - Users find Trullion's **ease of use** highly beneficial, promoting staff adoption and improving efficiency across tasks. - Users appreciate the **seamless data matching and extraction** features of Trullion, enhancing efficiency and accuracy in audits. - Users commend Trullion for its **powerful data-matching and financial statement modules** , enhancing audit clarity and efficiency. - Users appreciate the **automation capabilities** of Trullion, enabling faster, accurate data handling and heightened team efficiency. ##### Cons - Users experience **data inaccuracy** issues with Trullion, struggling to extract relevant information from documents effectively. - Users find the **learning curve steep** for Trullion, struggling with navigation and lacking effective training resources. - Users face **system limitations** with data extraction and chat queries, impacting their efficiency and reliability. - Users experience **access restrictions** with Trullion, limiting effective query results and workflow efficiency in analysis tasks. - Users find **difficult navigation** in Trullion's UI, often struggling to locate features on both lease and audit sides. #### What Are Recent G2 Reviews of Trullion? **["Revolutionizing Audits with Seamless Data Matching and Exceptional Support"](https://www.g2.com/survey_responses/trullion-review-12042024)** **Rating:** 4.5/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/trullion-review-12042024) **["AI-Boosted Lease Management with Room for UI Improvement"](https://www.g2.com/survey_responses/trullion-review-12061045)** **Rating:** 4.0/5.0 stars _— AJ V._ [Read full review](https://www.g2.com/survey_responses/trullion-review-12061045) #### What Are G2 Users Discussing About Trullion? - [What is Trullion used for?](https://www.g2.com/discussions/what-is-trullion-used-for) ### [Tickmark](https://www.g2.com/products/tickmark/reviews) Tickmark is a comprehensive cloud-based audit management software designed specifically for audit organizations, accounting practices, and financial professionals who need efficient, compliant, and automated audit workflows. Built to support International Standards on Auditing (ISA) and other major audit frameworks, Tickmark streamlines the entire audit lifecycle from planning and execution to review and reporting. With the launch of Tickmark 2.0, the platform now delivers next-generation capabilities powered by artificial intelligence, real-time collaboration, and seamless integration across audit ecosystems. The software provides fully compliant, standards-based working papers for ISA and other regulatory frameworks, ensuring audit quality and consistency while significantly reducing manual documentation effort. Key features of Tickmark 2.0 include AI-powered audit assistance that intelligently guides auditors through procedures and suggests relevant tests based on engagement context. The platform's AI-driven language localization ensures that working papers are automatically adapted to local languages and regulatory requirements, making international audit engagements seamless and compliant. Real-time online collaboration enables distributed audit teams to work simultaneously on engagements through secure web forms and synchronized workspaces, eliminating version control issues and improving team productivity. The platform also supports offline work mode, allowing auditors to continue working on engagements without internet connectivity, with automatic synchronization once reconnected—ideal for fieldwork in locations with limited network access. Enhanced connectivity and integration capabilities allow Tickmark to connect with other systems. Tickmark's audit working paper templates are designed to meet ISA requirements and other international audit standards, providing structured documentation that supports audit quality reviews and regulatory inspections. The platform includes comprehensive audit libraries and customizable checklists that adapt to each engagement's specific needs. The intuitive interface reduces training time while sophisticated workflow automation ensures nothing falls through the cracks. Built-in quality control mechanisms, reviewer notes, and audit trail functionality provide complete transparency and accountability throughout the engagement. Whether you're conducting financial statement audits or other assurance engagements such as reviews and agreed-upon procedures, Tickmark 2.0 delivers the tools modern audit professionals need to work efficiently, maintain quality, and meet evolving regulatory demands in an increasingly digital audit environment. Tickmark Reporting Tool allows easy compilation of different financial reports (such as Financial Statements reports, Management reports with KPIs and consolidated reports) based on the import of the Trial Balance. The tool can be also used in audit engagements for easy production of lead schedules and analytical reviews. As such, it can significantly improve work done both by auditors as well as corporation with multiple entities. **Average Rating:** 4.6/5.0 **Total Reviews:** 4 #### How Do G2 Users Rate Tickmark? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Optimization:** 10.0/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Tickmark? - **Seller:** [Tickmark Software](https://www.g2.com/sellers/tickmark-software) - **Year Founded:** 2013 - **HQ Location:** Rijeka, HR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e70958bda6e5c99511eee3bf260194af30e81e5dcca60ea863e5de4a5c8e8b54&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftickmark-software%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 25% Medium #### What Are Recent G2 Reviews of Tickmark? **["Tickmark"](https://www.g2.com/survey_responses/tickmark-review-5135635)** **Rating:** 4.0/5.0 stars _— CA Ajinkya J._ [Read full review](https://www.g2.com/survey_responses/tickmark-review-5135635) **["Easy, affordable and great for midsize companies"](https://www.g2.com/survey_responses/tickmark-review-5201384)** **Rating:** 4.5/5.0 stars _— Verified User in Architecture & Planning_ [Read full review](https://www.g2.com/survey_responses/tickmark-review-5201384) #### What Are G2 Users Discussing About Tickmark? - [What is Tickmark used for?](https://www.g2.com/discussions/what-is-tickmark-used-for) ### [Nexly](https://www.g2.com/products/nexly/reviews) Nexly is a financial statement review platform built for audit and financial reporting teams. It streamlines the review process with automated checks, smart annotations, and audit-ready exports—helping teams save time and work more confidently. In short: Nexly makes financial statement review faster and reduces the risk of undetected errors. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### How Do G2 Users Rate Nexly? - **Optimization:** 10.0/10 (Category avg: 8.4/10) - **Automation:** 10.0/10 (Category avg: 8.9/10) - **Compliance:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Nexly? - **Seller:** [Nexly Tech](https://www.g2.com/sellers/nexly-tech) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Nexly? **["Great Financial Statement Review Platform"](https://www.g2.com/survey_responses/nexly-review-11624836)** **Rating:** 5.0/5.0 stars _— Alexander J._ [Read full review](https://www.g2.com/survey_responses/nexly-review-11624836) ### [Accountail](https://www.g2.com/products/accountail/reviews) Accountail is an advanced AI-driven software tailored for accountants and auditors. It streamlines the generation of detailed reports, including financial analyses, tax audits, regulatory compliance assessments, and much more through an intuitive file upload process. Offering customization options, it ensures tailored insights, prioritizes data security, and provides strategic decision support. With an affordable tiered subscription model, it caters to businesses of all sizes. Beyond basic reporting, Accountail excels in predictive modeling and scenario analysis, contributing to strategic planning and risk management. It stands as a crucial asset for professionals, optimizing financial report efficiency and fostering financial insight in the accounting and auditing landscape. #### Who Is the Company Behind Accountail? - **Seller:** [Nunuworks](https://www.g2.com/sellers/nunuworks-c64e397c-d89f-46a3-9525-81b0aefc9256) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [dnl Audit Platform](https://www.g2.com/products/dnl-audit-platform/reviews) dnl: the AI-powered audit platform for disclosure checking, number verification, and report review Who we are dnl (DNL Deep Neuron Lab) builds an AI-powered audit platform for external auditors. Berlin-based and used by more than 13,000 auditors worldwide, we focus on the most time-consuming and inspection-sensitive parts of the audit: completing disclosure checklists, verifying the numbers in financial statements, surfacing findings, and reviewing audit reports. The dnl platform is built for how audit teams actually work: structured, evidenced, and ready to stand up to regulatory inspection. The dnl platform is used by firms including KPMG, BDO, RSM, Forvis Mazars, Baker Tilly, Moore, HLB, Nexia, CLA, and dhpg, as well as reporting teams at organisations such as Porsche. We are active across Europe and the UK, including partnerships with Mercia and the IFRS Foundation on the disclosure checklists in the platform (FRS 101, FRS 102, FRS 105, IFRS, and sector-specific frameworks), and are expanding into North America, with a US GAAP disclosure checklist now available. What we do Disclosure checking (ai/checklist). Working through a disclosure checklist manually takes days and produces a document trail that inspectors will scrutinise line by line. ai/checklist analyses financial statements against the applicable disclosure requirements, whether IFRS, UK GAAP (FRS 101, FRS 102, FRS 105), US GAAP, or ESG frameworks (ESRS, ISSB, GRI), and flags what's present, what's missing, and what needs judgement. Backed by embedded audit agents, it auto-populates responses to complete around 90% of validations in real time, surfacing only the judgement calls that need a human. Every conclusion links back to the specific page and passage in the financial statements, so the evidence trail is built as you work, not reconstructed afterwards. Firms can also bring their own proprietary checklists and methodologies. Number checking (ai/numbers). Financial statements are full of numbers that must agree with each other: totals, cross-references, prior-year comparatives, notes that tie to primary statements. ai/numbers uses evidence agents to tick-and-tie in seconds, running mathematical-accuracy checks alongside internal, external, and prior-year consistency reviews. It flags the few numbers that don't match, and confirms the thousands that do, so the team spends time investigating genuine discrepancies rather than ticking numbers that were always going to agree. It works across structured and unstructured formats, including Excel, PDFs, and report tables. Findings (ai/findings). ai/findings captures and structures audit findings the moment they emerge, as the engagement progresses, so they're organised and ready for the report. No more hunting at the end of the cycle for what was flagged along the way. Report review (ai/report-review), now live. ai/report-review lets teams self-check audit reports before they reach the central review team, catching issues early and submitting with confidence. Each quality check comes with a clear explanation behind the AI's judgement, so it's obvious what's working and what needs a second look, meaning smoother reviews, fewer surprises, and less back-and-forth. Coming soon. ai/accounts turns messy charts of accounts into clean, audit-ready financial statements with AI-driven mapping to the balance sheet and P&L. What makes us stand out Built for auditors, not adapted for them. The dnl platform isn't a general-purpose document tool with an audit use case bolted on. Disclosure requirements, checklist logic, and the evidential standards of audit inspection are the foundation of the product, not a feature layer. The platform is configured around each firm's own methodology, checklist structure, and review patterns. Every output is traceable. Regulators are clear that the auditor remains responsible for conclusions regardless of what technology was used to reach them. The dnl platform is designed around that principle. Nothing is a black box: every check, flag, and extraction links to its source, so the workpaper explains itself. Inspection-ready by design. The FRC's annual inspection reports return to the same themes year after year, and disclosure completeness is a recurring one. The dnl platform's workflow produces documentation that answers the questions inspectors actually ask, with a complete, automatically recorded audit trail. Professional scepticism stays with the professional. The dnl platform handles the mechanical work of matching, checking, and cross-referencing, so auditors can concentrate on the judgements that require experience. Every AI suggestion is reviewed and confirmed by the auditor before it's accepted. The platform accelerates the audit; it doesn't attempt to replace the auditor. Security and data handling Security is built into the core product, in line with the audit-grade accountability the platform supports. dnl is ISO/IEC 27001:2022 certified and GDPR compliant, with data encrypted in transit and at rest and access tightly controlled. Your data is hosted in your own region, whether the EU/EEA, the US, or Australia, and customer data is never used to train, fine-tune, or improve our models. Who it's for Audit firms of all sizes, from teams looking to eliminate the checklist grind to firms responding to inspection findings on disclosure quality. Used across financial audit and ESG/sustainability audit, by partners, engagement auditors, and innovation leads alike. If your busy season involves late nights ticking and tying, the dnl platform was built for you. #### Who Is the Company Behind dnl Audit Platform? - **Seller:** [Deep Neuron Lab](https://www.g2.com/sellers/deep-neuron-lab) - **Year Founded:** 2019 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32685af7a2e390b696d954f0049ecbe4cd96f15091a83a273de40cd799a516f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeep-neuron-lab%2F&secure%5Burl_type%5D=linkedin_company_website) 36 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small ### [UniFi](https://www.g2.com/products/finansys-ltd-unifi/reviews) UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of uses cases. UniFi is enterprise-grade software without the cost. It is one App to replace your 3rd party systems, giving you significant cost savings. It will enhance your Finance, ERP or HR system and keep your data in one place, giving you a single source of truth. This solution leverages modern technology to seamlessly adapt to the future office of the CFO and facilitate closer collaboration between finance and other departments. It can be fully configured and customized to meet diverse requirements, regardless of whether they are finance-related or not. Full users get access to: No-code Application Builder Business Process Management Automation Accounting Automation Middleware & Integration Excel Add-in Work OS Workflow Creator Business Intelligence Document Management Pre-installed Foundation Apps Machine Learning Artificial Intelligence Use cases: 1. Purchasing (P2P) 2. Sales (O2C) 3. Financial Accounting 4. Reporting and Analytics 5. Human Resources 6. Compliance and Audit 7. Middleware & Integration 8. Optical Character Recognition **Average Rating:** 5.0/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate UniFi? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) #### Who Is the Company Behind UniFi? - **Seller:** [FinanSys Ltd](https://www.g2.com/sellers/finansys-ltd) - **Year Founded:** 1998 - **HQ Location:** London, City of London - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5eafff76d8f5540220c52b1c1a8dbafb77f41b63a0f3f3284b9d89c0aa418d6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funifi-platform&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 38% Medium, 38% Small #### What Are Recent G2 Reviews of UniFi? **["Simple Setup, Enterprise Features at a Small Business Cost"](https://www.g2.com/survey_responses/unifi-review-12535714)** **Rating:** 5.0/5.0 stars _— Diogo P._ [Read full review](https://www.g2.com/survey_responses/unifi-review-12535714) **["Robust Features, But Complicated UI"](https://www.g2.com/survey_responses/unifi-review-12464807)** **Rating:** 5.0/5.0 stars _— Jack I._ [Read full review](https://www.g2.com/survey_responses/unifi-review-12464807) Spotlight Categories [Payment Processing Software](https://www.g2.com/categories/payment-processing) [CRM Software](https://www.g2.com/categories/crm) [Managed Detection and Response (MDR) Software](https://www.g2.com/categories/managed-detection-and-response-mdr) [Communication Platform as a Service (cPaaS) Platforms](https://www.g2.com/categories/communication-platform-as-a-service) [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse Financial Audit Themes](/categories/financial-audit/themes)