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Finatical Software

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5 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2023

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Finatical Software Reviews

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Profile Name
Star Rating
4
1
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Verified User in Accounting
UA
Verified User in Accounting
09/16/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Dependable QBO-to-Excel Refresh and Insightful Dashboards

Dependable software that allows the ability to refresh financial information in excel following changes made in QBO. The ability to customize reports for what is needed by the client. The dashboard templates that give the client a full preview of the financial information in graphs. It has saved me hours not having to pull new reports from QBO as the data changes.
TS
Tamara S.
12/02/2025
Validated Reviewer
Review source: Seller invite

Excellent system integration and customer service

I appreciate how well Excel integrates with QBO, allowing me to link my accounts in different groupings. The recent updates to the dashboard and the addition of account headers have also been a positive improvement. It is very easy to use and the support I have received is amazing as well.

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HQ Location:
Durham, US

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What is Finatical Software?

Finatical Software is a company that specializes in developing innovative financial software solutions tailored to meet the needs of businesses. Focused on enhancing financial management and operational efficiency, Finatical Software offers a range of products designed to streamline accounting, budgeting, and financial analysis processes. Their software aims to help organizations optimize their financial workflows and gain deeper insights into their financial data.

Details

Year Founded
2023