Actuarial Software

Some of the more advanced features can take a while to learn, especially for new users. Pricing can also get expensive as your business grows and you need to add more features or additional users. From time to time, the system can feel a bit slow, and I wish some of the customization options were more flexible. Review collected by and hosted on G2.com.

Xero helps solve the problem of managing accounting tasks manually and keeping financial information organized. It makes invoicing, expense tracking, bank reconciliation and financial reporting much easier and reduces the amount of time spent on repetitive bookkeeping. This helps me stay on top of my finances, reduce errors and have a clearer view of my business’s financial position. Overall, it saves time and makes day to day financial management more efficient. Review collected by and hosted on G2.com.

I dislike that we cannot leave certain dimensions open after periods close. I also do not like that once something is created at the entity level, admin cannot make it available at the top level. That seems like something easy for admin to handle. But multiple times it has caused difficulties when something (vendor, user, program, etc) is created at the entity rather than the top level. Review collected by and hosted on G2.com.

We have had Sage Intacct as long as I have been with the company. However, other schools do not use Intacct and struggle to report the multiple dmmensions like we do so easily in Sage Intacct. Review collected by and hosted on G2.com.

One of the biggest challenges with NetSuite is that some processes are not very intuitive, particularly when working with financial reporting and CSV imports. Import errors can sometimes be difficult to troubleshoot because the error messages do not always clearly identify the underlying problem.

Financial reporting can also require significant customization to obtain the information in the exact format needed. I would like to see stronger and more user-friendly reporting tools, especially for cash flow analysis and financial statement preparation.

NetSuite is very powerful, but the learning curve can be steep, and relatively simple tasks can sometimes require multiple steps or customized solutions. Review collected by and hosted on G2.com.

NetSuite helps us centralize accounting and financial information across multiple entities and provides a consistent platform for AP, journal entries, bank activity, reconciliations, and financial reporting.

One of the biggest benefits for me is the ability to automate processes that would otherwise require significant manual work. For example, CSV imports allow us to upload large volumes of transactions instead of entering them individually, and saved searches help with reconciliations, research, and recurring reporting.

From a financial reporting perspective, having the ability to drill down from financial statements to the underlying transactions also makes it easier to investigate variances, support balances, and complete month-end and quarter-end reporting. Review collected by and hosted on G2.com.

Lacerte is expensive and like most Intuit products, customer service is lacking. Review collected by and hosted on G2.com.

Completion of complex tax returns and improving efficiencies of preparing tax returns. Review collected by and hosted on G2.com.

The main downside is the cost. The per-return pricing can accumulate rapidly, particularly during the busy filing season. While I find it manageable for my own workflow, firms handling a larger volume of returns might find the expense to be a significant challenge. The interface, although it gets the job done, could benefit from a more modern and user-friendly design. At times, it feels like the system hasn’t evolved to match the standards of more current SaaS platforms. Review collected by and hosted on G2.com.

Cloud Accessibility: Since the platform is cloud-based, I no longer have to worry about installing software locally, handling updates, or being restricted to a single computer. This greatly enhances my mobility and keeps my workflow adaptable.

Integration with QuickBooks Online: The seamless connection with QBO streamlines tax client invoicing, eliminating the need for duplicate data entry and minimizing the chance of errors.

Integration with Advisory Tools: Direct integration with tax advisory software allows me to provide both compliance and advisory services without the hassle of switching between different platforms.

Pricing Flexibility: Although the per-return pricing model can be costly, it eliminates the burden of upfront expenses. I only pay when I file, which aligns perfectly with my just-in-time purchasing strategy.

Accuracy & Reliability: The software ensures that tax filings are accurate and compliant, which helps reduce the risk of mistakes that could result in penalties or dissatisfied clients.

How This Benefits Me:

Efficiency: Having invoicing, advisory, and filing capabilities within a single ecosystem saves me significant time.

Cost Control: I avoid hefty subscription fees and can match my expenses directly to client work.

Mobility: The ability to work from anywhere enhances my responsiveness to clients and supports business continuity.

Client Confidence: Accurate filings and smooth integrations help build trust and credibility with my clients.

Focus on Value: By eliminating technical hassles, I am able to focus more on delivering strategic tax and advisory services, rather than dealing with software management. Review collected by and hosted on G2.com.

A lot of the material in the Learning Hub and the help documentation is outdated. When I try to follow the steps, it often turns into guesswork because the instructions no longer match the current system.

It also feels like sharing ideas in the Idea Portal is of little use. There are many great suggestions that seem like simple fixes, but they’ve been sitting there for literal years.

On top of that, known defects in the system take a long time to be resolved.

The invoice template editor isn’t very user-friendly either, and there’s no option to edit the number of decimal places for percent complete. Review collected by and hosted on G2.com.

Consolidation of multiple programs into one source

User friendly interface

Replacing archaic software

More financial visibility for projects Review collected by and hosted on G2.com.

I don't like how some features are so different from similar features. An example of this is that AR invoices can be unposted but not AP invoices. I would love more dashboard reports.

I wish they would integrate more things without it costing so much for us cause Unanet gets a lot qtrly from us and everyone already.

I wish utilization was easier and I don't like that it's called budget on the reports. Review collected by and hosted on G2.com.

Helps solve MLE, 1099 management with SubK portal, project management and reporting. Review collected by and hosted on G2.com.

The pricing model is predatory. Once they have your data in their system they can simply increase the price at any time. They are doing that now by 40% for Quickbooks online plus. They know that customers won't like it but they also know that the cost of migrating all the data is higher than the price increase. Once they have you locked in they will abuse that position of trust. This is a company that treats you like prey, not a customer. Review collected by and hosted on G2.com.

Its bookkeeping, plain and simple. They integrate with banking platforms which is nice. Review collected by and hosted on G2.com.

The only aspect I wish we could improve is leveraging the AI-driven forecasting in purchasing. Right now, due to market volatility and limited historical data, we can't fully rely on it yet. Some legacy staff struggled with the increased controls and structure, and the change management was tough for a few people. Otherwise, there are no major complaints—the implementation was the easiest I've ever done. Review collected by and hosted on G2.com.

The credit hold system allows us to control which orders go out for customers who are in arrears. Each month, we gather more data, which helps us gain greater visibility into customer buying habits over time. Review collected by and hosted on G2.com.

Rillet is clearly built for the modern finance stack, and it does that very well. If you're in GovCon and need a DCAA-approved accounting system, that's a specific niche it isn't yet designed for, which is worth knowing if you're in that space. For everything else, it covers the bases. Review collected by and hosted on G2.com.

Rillet has completely transformed what my team spends time on. What used to be data entry and manual reconciliation is now handled automatically, which has freed up real capacity to focus on more advanced, higher-value work. The AI takes care of the prep, which means we're spending our time reviewing and making decisions rather than building from scratch every month. Review collected by and hosted on G2.com.

One challenge has been getting everyone to use CMap consistently. We still rely on other tools in parallel, so some information ends up spread across different systems. As a result, I don't think we're making full use of what CMap can do yet.

There is also a bit of a learning curve at the start, particularly for new users, but that becomes easier with use and training. Review collected by and hosted on G2.com.

CMap is helping us bring project information, resource planning, timesheets, and reporting into one place. It gives better visibility of who is working on what, helps identify workload issues, and makes project tracking easier.

For me personally, it has made it easier to record time against projects, track where effort is being spent, and understand resource allocation across the business without having to ask multiple people for updates. Review collected by and hosted on G2.com.

While TaxStar is a great tool overall, one area that could be improved is the system speed and responsiveness at times, especially when handling large files or navigating between modules. Additionally, more customization options and user-friendly guides for new users would be helpful to further enhance the experience. Review collected by and hosted on G2.com.

TaxStar helps solve several challenges related to tax compliance and reporting. It streamlines VAT and Corporate Tax preparation, improves accuracy in filings, and centralizes data in one platform—making the entire tax process more efficient and organized.

However, one issue is the delayed rollout of some important feature updates, which can occasionally affect workflow and limit full utilization of the system. Despite this, the software still provides significant value by saving time and reducing manual errors in our day-to-day tax work. Review collected by and hosted on G2.com.

Nothing as such. It's an amazing product. Review collected by and hosted on G2.com.

If you want hassle free cloud finance management along with features that can help in managing your business, then accoxi is the right choice Review collected by and hosted on G2.com.

Multiple solutions combined in one product which includes accounting, cloud, e-commerce, document management and much more. It's a single point for multiple needs. Review collected by and hosted on G2.com.

I don't really dislike anything about Costpoint. However, I will say that I recently completed several Costpoint certificates on the Deltek Learning Hub and didn't receive the badge or certification email upon completion. I completed the Costpoint Silver Business Intelligence Report Authoring Certification Exam, and also the Costpoint Silver Labor Management Certification exam but didn't receive the badge or certification email for completing these two exams. The automated email stated that I should receive them within a 48 hour period, but it's been greater than that timeframe and I still haven't received. Do you know who I would need to contact or reach out to to receive these certificates? Review collected by and hosted on G2.com.

Deltek Costpoint organizes and simplifies processes like timesheet management, making tracking time easy and correcting errors painless, while improving overall ease of use and efficiency with less staff. Review collected by and hosted on G2.com.

Report customization options are too few, can’t adjust layouts to match local German audit forms. Bulk editing reconciliations runs sluggishly. It lacks native connection to our internal file server, so I manually upload all supporting documents monthly. Also, adjusting settings to meet local finance rules took lots of repeated edits during setup. Review collected by and hosted on G2.com.

We previously handled all closing work via scattered Excel sheets. FloQast consolidates all closing procedures into one platform, unifies team task tracking and provides traceable audit materials. It drastically cuts audit preparation time, minimizes compliance risks and improves cross-team communication. Review collected by and hosted on G2.com.

One thing I dislike about Mekari Jurnal is the live chat feature with customer service. When using this feature, users need to manually close the chat window, which can be inconvenient. In my opinion, it would be better if the chat feature were designed as a floating pop-up on the web page or integrated into a dedicated menu within the dashboard, making it more accessible and user-friendly. Review collected by and hosted on G2.com.

The various automated features for creating journal entries and calculating depreciation are very beneficial to me, as they significantly improve the efficiency of my work and save a considerable amount of time. Review collected by and hosted on G2.com.

The main thing I feel can be improved is the level of customisation available for invoices. The existing options are good, but having more flexibility to customise the layout and fields would be helpful. Some features can also feel a little more than what is needed for simple invoicing and payment tracking. Review collected by and hosted on G2.com.

Refrens is helping me solve the problem of managing quotations, invoices and payment tracking in one place. Earlier, keeping track of invoices and pending payments could become difficult, especially when dealing with multiple clients. With Refrens, I can create invoices quickly, keep client details organised and easily check which payments are pending. This saves time and makes the overall billing process much more organised. Review collected by and hosted on G2.com.

The only thing I didn’t like was that when I had to work with older or customized technology structures from local subsidiaries, synchronization sometimes became complicated and required internal engineering work. Review collected by and hosted on G2.com.

It allows me to audit, track, and understand the global tax landscape from a single place, without having to rely on external consultants for every transactional question. The problems it solves lead to a dramatic optimization of time, compliance, and automation. Review collected by and hosted on G2.com.

I find that DualEntry lacks native GoBD-compliant immutable audit trails, which creates real risk for our client assignments. Edited journal entries do not leave a complete, timestamp-tracked change history. It also cannot export data in standard DATEV formats required for German tax submissions. Our staff has to manually log every adjustment and replicate datasets inside our compliant ERP system, which adds repetitive overhead and opens up human error risks. Without pre-built GoBD templates or DATEV-aligned settings, we spent extra time building internal checklists and designing manual export workflows, which was burdensome. Review collected by and hosted on G2.com.

I use DualEntry to ease our month-end workload for manufacturing clients by utilizing AI-driven bank reconciliation and invoice OCR, which speeds up bookkeeping and reduces manual data entry, but it requires manual validation for GoBD compliance. Review collected by and hosted on G2.com.

I use the Basic Version of Pro Series. I understand that costs do not stay the same. But what really bothers me is that Intuit still only offers four free state downloads each year. Why not more? Why not six or eight? On top of that, if I have two or more clients from a state that is not one of my "free state downloads", I have to pay for each state return to be prepared. Why can't you charge me once, and then allow me to prepare additional returns for that state for no extra charge? I don't understand. I have about 130 tax clients in eight different states. There is no good reason for the way Intuit charges for these additional returns other than greed. Review collected by and hosted on G2.com.

Data entry is quick and easy. It has significantly reduced the amount of time required to generate a set of tax returns. Review collected by and hosted on G2.com.