Actuarial Software

One thing I dislike about Xero is that some advanced features are limited compared to full ERP systems. For larger or more complex businesses, customization options and detailed inventory management could be improved.

However, for small and medium-sized businesses, Xero still works very efficiently and meets most daily accounting needs. Review collected by and hosted on G2.com.

I find Xero easy to use, saving time through automation, especially with invoices and bank reconciliation. Its reporting features make generating and understanding profit and loss statements and balance sheets simple, reducing the need for many workers. Review collected by and hosted on G2.com.

For someone who has never used a financial system before, the learning curve is steep. Understandably with the product tailored more towards the US market, some terminologies do take some getting used to, but it is just a case of learning. Review collected by and hosted on G2.com.

The system allows you to fixate on the elements of your business that other smaller software cannot tailor to. Because of the sheer level of customization, my processes can be exactly how I need them to be. Review collected by and hosted on G2.com.

There really isn’t much to dislike about Unanet. However, when it comes to Unanet support, I do wish they could meet with me on the same day I have a question. Typically, I end up waiting a day or even two or three, which then delays my ability to respond to the person who originally needed help. Review collected by and hosted on G2.com.

The timekeeping in the sytem and the fact that we bill for our time helps to stremline the invoicing process.

We set up our PTO accrual system in Unanet and employees are able to see their current PTO accrual. Review collected by and hosted on G2.com.

There are some areas where improvement is required. Due to the depth of features, new users may face a learning curve, which can affect ease of use during the initial phase. Implementation timelines may extend when advanced customizations or multiple integrations are involved, and simplifying setup and navigation would improve user adoption.

Customer support response times can sometimes vary based on issue priority and support plans, and faster resolution would enhance the overall experience. Additionally, system performance optimization and more intuitive configuration options would help ensure smoother daily usage and better utilization of features. Review collected by and hosted on G2.com.

NetSuite solves the problem of managing multiple finance and accounting processes across different systems by bringing everything onto a single, integrated platform. It improves data accuracy, real-time visibility, and control over financial operations such as reporting, reconciliations, compliance, and audits. By automating workflows and centralizing information, NetSuite reduces manual effort, minimizes errors, and helps in faster and more informed decision-making. Review collected by and hosted on G2.com.

I find Deltek Vantagepoint can be slow at times, which affects its efficiency. It's also frustrating that custom-built reports are challenging to create and often require the help of a consultant or an in-house developer. Additionally, some functionalities require workarounds to solve, which can be inconvenient and time-consuming. Review collected by and hosted on G2.com.

Deltek Vantagepoint helps with project management and accounting, tracking budgets, producing financials, and enhancing efficiencies. It improves project performance, ensuring profitability and timely delivery while saving time through enhancements. Review collected by and hosted on G2.com.

The platform easy to use but comes with a high licencing cost . The interface has quite steep learning curve.

Also the customer support is occasionally not available for the support. Review collected by and hosted on G2.com.

This helps is scaling tax preparation operations. which helps to management the workflows and bulk filing.

This also helps in speeding the cycle time, we have to just upload the document, prepare return these all reduce delays.

These all helps us in establishing the better client communications, prior year return. Review collected by and hosted on G2.com.

The support experience can be quite inconsistent. At times, I connect with someone who immediately understands the problem and resolves it quickly. However, there are also occasions when I end up spending a long time being passed from one agent to another, with no quick resolution in sight. Review collected by and hosted on G2.com.

Lacerte offers features such as the 1040 Tax Planner and Analyzer, which enable tax professionals to estimate future tax liabilities across different scenarios. With these tools, professionals can engage in proactive tax planning and provide clients with strategic advice that may result in tax savings. Review collected by and hosted on G2.com.

The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune Review collected by and hosted on G2.com.

FloQast helps solve the challenges of tracking close tasks across multiple properties and entities. Before using it, our team relied on manual spreadsheets and email reminders, which made it hard to stay organized and meet deadlines. Now, everything is centralized — I can clearly see what’s been completed, what’s pending, and who’s responsible. It’s also made reviews and reconciliations much faster and easier to track. Overall, FloQast has reduced stress during month-end, improved accountability, and saved us a ton of time. Review collected by and hosted on G2.com.

Being on the Cloud has limited us because we don't have access to Cognos tools we had when on-premises. Some of the operations can take longer than if we were locally hosted. Review collected by and hosted on G2.com.

If you are looking at your first ERP, think long term. Cutting corners to save some money will cost you more in the long run when you find you have to upgrade to Costpoint; many cheaper systems do not handle the data in the way necessary to meet the requirements for government contractors. Review collected by and hosted on G2.com.

We are able to do a lot of automation which reduces the workload on our employees. This has enabled us to take on a larger workforce without having to hire more support staff as many of the manual processes we performed in the past are now being handled by the automation. Review collected by and hosted on G2.com.

There are a few system quirks that can be quite troublesome, and I found that Intuit support was not very effective in resolving them. We experienced problems with our payroll not posting correctly, and no one seemed able to identify the cause. It took several months of making manual corrections before the issue was finally resolved. Review collected by and hosted on G2.com.

This software streamlines our daily accounting tasks, making them much quicker to complete. As a small nonprofit with limited administrative staff, we rely on QBO to help us efficiently manage over 40 actively funded projects, even though we have only a few resources available. Review collected by and hosted on G2.com.

A few workflows could be even more streamlined, but overall things work well. Integrations are improving quickly, and the support team is excellent whenever we need guidance. Review collected by and hosted on G2.com.

"Managing multi-year SaaS and usage-based contracts

Automating revenue recognition (subscriptions, minimum commitments, usage)

Invoicing customers and managing credits/memos

Tax compliance and Avalara sync

Accounts payable and accounts receivable aging reconciliation

Payment collection via Stripe integration

Rillet helps us stay GAAP compliant by structuring minimum usage commitments properly and reduce manual reconciliation with our different revenue streams 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.

Nothing to add here as I found the platform to be very intuitive and user friendly. Team has been prompt with their assistance. Review collected by and hosted on G2.com.

Our company facilitates peer-to-peer lending and we are perhaps the largest in the country. So naturally we handle a large number of transactions on a daily, weekly and monthly basis. This leads to a lot of data being generated. To manage and reconcile this data, we are using Kosh. The platform has features like monitoring unresolved transactions and generating customs reports which my team and I find extremely beneficial. Review collected by and hosted on G2.com.

I have yet to experience a downside of using Campfire. Review collected by and hosted on G2.com.

Consolidating and reporting multiple legal entities with numerous currencies was a headache, and expensive, in Netsuite. Campfire makes it easy and fun! Additionally, Campfire has a dashboard with KPIs that are relevant to my business that I can actually trust. This makes internal and external reporting much easier and less stressful. Review collected by and hosted on G2.com.

There isn’t much to complain about, though I have noticed that loading larger datasets can occasionally take a bit of time, but that's normal for any software! Review collected by and hosted on G2.com.

DualEntry helps us keep our project and financial records consistent between different systems. Before using it, we had to manually enter the same data in multiple places, which often led to errors or missing information. Now, everything updates automatically, so our job costs, invoices, and reports stay accurate and up to date. It saves us a lot of time and helps us avoid confusion between the office and the field. Overall, it’s made our workflow smoother and a lot more reliable. Review collected by and hosted on G2.com.

Although FreshBooks does a great job with ease of use, the reporting features could be more advanced for those who want deeper insights into financial trends. I’d also like a bit more flexibility when customizing invoices and dashboards. Additionally, the cost may feel high for freelancers or very small businesses on a tight budget. Review collected by and hosted on G2.com.

FreshBooks helps me save time by simplifying invoicing, expense tracking, and payment collection all in one place. Instead of juggling spreadsheets or multiple tools, I can manage client billing, track time, and stay on top of cash flow quickly and accurately. It reduces errors, keeps everything organized, and ensures I get paid faster. This efficiency lets me focus more on growing my business instead of being stuck in administrative tasks. Review collected by and hosted on G2.com.

I maybe have some reservations about how the reports are currently being presented. It would be beneficial if there were improvements in the presentation of reports, particularly with the inclusion of tutorials or features that cater to specific needs such as manufacturing accounts. Review collected by and hosted on G2.com.

I handle many clients and manage invoicing efficiently without worrying about backups due to online backup and convenient reconciliation features, enhancing my accounting process. Review collected by and hosted on G2.com.

It can be a bit clunky at times, and to get any customization/changes done on the system can be a bit challenging Review collected by and hosted on G2.com.

The approval mapping feature has saved us a significant amount of time and energy, especially since our structure is quite complex with various projects and subaccounts. With Acumatica, AP items are sent directly to the appropriate approving manager, who can easily access all the information needed to review and approve them. Review collected by and hosted on G2.com.

While Access UBS is robust, some features could be more intuitive for new users, particularly for advanced investment tools. Additional integration options with external accounting or portfolio management software would also improve workflow efficiency. Review collected by and hosted on G2.com.

Access UBS solves the problem of fragmented financial management by consolidating banking, investment, and account monitoring in a single platform. This saves time, reduces errors, and improves visibility into financial performance. For me, it has made managing multiple accounts and investments simpler, faster, and more organized. 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.