Compliance Software

I first discovered Zapier years ago, before AI became a part of everyday life and an integral part of computing infrastructure. At that time Zapier was innovative and enabled integration and automation that was difficult to do without advanced programming skills. But at present there are mainstream AI tools that can do what Zapier does that are easier to use. The rapid change in the technology landscape has also pushed me to improve my skills. I am now able to interact with APIs directly, such that I do not need Zapier as much. Review collected by and hosted on G2.com.

It helps with building workflows. This can make executing work tasks easier and help save time, overall this is increased efficiency and quality. Review collected by and hosted on G2.com.

There are a few more admin settings that would be nice to be easier. Managing permissions checked and up to date for several integrations and users can be a little tedious. Review collected by and hosted on G2.com.

It provides the business teams with one single cloud platform for finance activities rather than a scatter gun of spreadsheets and other platforms. And from an IT point of view, it's easier to manage user administration and review permissions, and you get greater visibility of how the platform integrates with other applications. Review collected by and hosted on G2.com.

I see lag time when trying to load large lists. For example, list of recent vendors... it takes time for all the options to load, and being web-based if you have a slower connection, it really takes longer than server based.

Like each program, it has its quarks. Reporting could always use upgrades and the dimensions you use to define reports and fields could be more grand. Review collected by and hosted on G2.com.

It’s modern and flows so much better than 300. Paying bills is a breeze, and cutting checks is much easier too—fewer clicks, with a process that finally makes logical sense. The ability to upload an attachment is really helpful because when you search the payable, you can see the backup instantly. I also like that the payable header includes an attractive banner showing how it was paid, when it was paid, and the trace #.

I also like how reconciliations flow. Once you click and “match” an item, you can filter it out so it’s no longer an option. This has saved hours of searching for a single transaction, since you can search by payee, method of payment, or transaction amount.

Reporting was always an issue in Sage 300. Here, you can pretty much create any report you want as long as the dimensions are available. You can also automate reports so you don’t have to run them every month or for every project—you can literally set it and forget it. Review collected by and hosted on G2.com.

The biggest downside for me is the complexity of some sales workflows. In our configuration, certain status changes cannot be reversed, and revisiting a lead marked for future follow-up can require copying the record. That adds extra steps and makes maintaining a clear customer history more difficult.

I would like simpler navigation and more flexibility when handling everyday sales scenarios. The customization options are valuable, but they also require careful setup to keep the process straightforward for the team. Review collected by and hosted on G2.com.

NetSuite helps us keep track of sales activity across multiple people and accounts. By keeping customer records, opportunities, and quotes connected, it gives us a shared view of each deal and its progress.

For me, the main benefit is being able to identify opportunities that need follow-up, see where deals are getting stuck, and give management a clearer picture of the pipeline. Our sales statuses and saved searches help focus attention on records that need action.

Linking quotes to opportunities also makes it easier to track what was proposed and how the deal ultimately turned out. This supports more consistent follow-up and better sales reporting. Review collected by and hosted on G2.com.

One thing I dislike about QuickBooks Online is that certain features can be hard to navigate, especially when I’m dealing with more complex accounting tasks like correcting transactions or reconciling accounts. I’ve also found that some reports take extra customization before they show the exact information I need. On top of that, the subscription costs can add up as the business grows. Overall, it’s a useful accounting tool, but smoother navigation, more flexible reporting options, and stronger customer support would make the experience even better. Review collected by and hosted on G2.com.

QuickBooks Online helps me solve the challenge of managing my company's finances efficiently and accurately. It allows me to track income and expenses, reconcile bank transactions, manage accounts receivable and payable, process financial reports, and monitor cash flow in one place. This saves time, reduces manual errors, and makes it easier to prepare financial statements, monitor business performance, and make informed decisions. It also helps me stay organized and maintain accurate financial records for tax preparation, budgeting, and regulatory compliance. Review collected by and hosted on G2.com.

The biggest challenge is that Acumatica can be complex and sometimes requires too many steps to accomplish what should be a simple task. It also takes time to learn where information lives and how different modules and settings interact. More intuitive workflows, easier configuration, and clearer error messages would make it much easier for end users to adopt and use efficiently. Review collected by and hosted on G2.com.

Acumatica is helping us centralize information and processes that were previously spread across multiple systems. It gives us better visibility into inventory, purchasing, sales, shipments, and financials, while creating more consistent processes across departments. This has made it easier to track issues, improve accountability, and make operational decisions using more reliable, real-time information. Review collected by and hosted on G2.com.

If I had to name a downside, it’s that building more complex workflows takes some trial and error. Once you add conditional logic and multiple approval steps, it can take a few rounds of testing to get everything routing correctly. Once it’s set up, though, it runs smoothly. Review collected by and hosted on G2.com.

Before Jotform Workflows, requests and approvals were scattered between emails and paper forms. Things got lost, and follow-up depended on whoever happened to remember. Now every request comes through a form and routes automatically to the right person for approval. Each step triggers a notification, so nothing sits forgotten in an inbox. The biggest benefit has been visibility. We can see exactly where a request stands without chasing anyone down. For a small team with limited administrative capacity, that saves real time and lets our staff focus on the people we serve instead of tracking paperwork. Review collected by and hosted on G2.com.

As a relatively new user, I've found that there can be a bit of a learning curve when setting up flows, particularly when troubleshooting errors or working with multiple applications. I've made a few wrong turns along the way and needed quite a bit of trial and error to get some of my flows working as intended.

One challenge I encountered was trying to automate the refresh of Power Query data in Excel. I initially expected this to be fairly straightforward, but discovered some limitations with refreshing Power Query through automated flows. This meant I had to explore alternative approaches and make adjustments to my processes.

I also find that troubleshooting can sometimes be time-consuming, particularly when it's not immediately clear why a flow hasn't worked as expected.

That said, I've been able to work through most of these challenges with the help of AI for troubleshooting and guidance. While the initial setup can take some time, the ongoing efficiency benefits have made the effort worthwhile. Review collected by and hosted on G2.com.

Microsoft Power Automate is helping to reduce the time spent on repetitive manual reporting tasks, particularly when it comes to refreshing and distributing information to management.

Previously, preparing and updating financial and operational reports required considerable manual processing and setup. By automating the data updates for our dashboards, information is now more readily available to executives and managers without the need for someone to manually refresh and prepare reports each time.

This has been particularly beneficial for our debtor and resource allocation dashboards, where having access to regularly updated information helps management monitor performance and make more informed decisions.

The biggest benefit has been freeing up time to focus on more valuable activities, such as analysing results, investigating issues and improving processes, rather than simply preparing data. It's also helping us move towards more accessible, self-service reporting, which reduces the number of ad hoc information requests received by the finance team. 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.

When we’re working with large volumes of data, we sometimes notice that Mekari Jurnal takes a bit longer to process certain tasks. This is most noticeable when we’re handling a high number of transactions or reviewing extensive financial records. Even so, the system generally stays stable throughout, which matters a lot for our day-to-day accounting work. We’re still able to manage our financial information without major disruptions, even when the dataset is larger.

Although faster processing would improve the overall experience, we value the platform’s reliability and consistent performance. For our needs, keeping records accurate and ensuring the system remains stable are just as important as speed. Review collected by and hosted on G2.com.

Mekari Jurnal helps us manage fixed assets and inventory more efficiently, while keeping our accounting records accurate and well organized. Having these functions in one platform makes it easier to monitor company assets, track inventory movements, and keep financial information up to date. It also reduces manual work and minimizes the need to handle data across multiple systems.

With clearer visibility into our assets and inventory, our team can review records more quickly and make sure the financial information stays consistent. Overall, Mekari Jurnal supports our day-to-day operations by simplifying asset and inventory management, helping us maintain reliable accounting records, and enabling better-informed business decisions. Review collected by and hosted on G2.com.

At the moment, I find no inconvenience; the resolution of the issues is swift and efficient. Review collected by and hosted on G2.com.

I have the opportunity to work with AuraQuantic and I must say it is an exceptional experience. This company stands out in the development of BPM (Business Process Management) processes that truly transform the way organizations operate. From the first contact, the AuraQuantic team demonstrated a deep knowledge and commitment to continuous improvement. Additionally, the customer support is outstanding. They are always willing to help and offer customized solutions that fit our specific needs. The training and resources they provide are of high quality, which facilitates the implementation and use of their software. In summary, I recommend AuraQuantic to any company looking to improve its processes and increase its efficiency. Their innovative approach and dedication to the customer really make a difference. Review collected by and hosted on G2.com.

1. Limited customization

Some users want more control over invoice/quotation layouts, fields, reports, and branding.

Some system-generated text cannot be completely removed or changed.

2. Advanced features may require a paid plan

The free plan has limitations, particularly around customization and document functionality.

Some users find the paid plans relatively expensive when they only need basic invoicing. Review collected by and hosted on G2.com.

Refrens is primarily solving the problem of scattered, manual financial administration. Instead of managing quotations, invoices, expenses, payments, customers, vendors, and accounting records separately—often using spreadsheets and different software—Refrens brings many of these activities into one platform. Review collected by and hosted on G2.com.

I value FloQast's standardized month-end close checklist functionality, which is perfect for our busy quarterly tax-filing cycle. It lets us assign reconciliation tasks to our tax-prep team and clearly mark completed audit evidence, eliminating messy manual spreadsheets. Its overdue-task alerts are great for keeping our team aligned on client closing work. FloQast brought centralized close-task tracking we badly needed, greatly improving our workflow. Review collected by and hosted on G2.com.

FloQast lacks built-in templates tailored for small-business tax-filing workflows. During our busy quarterly tax cycle, we cannot auto-populate tax-specific task lists for our client engagements. It also offers no native connection to our CRM, so client contact details cannot flow over automatically. Since our firm has no dedicated IT staff, building custom connectors is out of reach. We must manually input records, which introduces human error risk while we work against strict regulatory deadlines for audit packages and monthly tax submissions. Review collected by and hosted on G2.com.

To enhance FloQast's utility for small businesses, consider developing built-in templates for tax-filing workflows and establishing native CRM integrations. This would streamline processes and reduce manual data entry, minimizing human error and improving efficiency during critical tax cycles. Review collected by and hosted on G2.com.

I use FloQast to streamline our month-end close, centralize tasks, and organize audit-ready documentation. It eliminates messy spreadsheets and flags overdue tasks. However, it doesn't sync with our CRM, so we manually re-key client info since we lack IT staff. Review collected by and hosted on G2.com.

One area that could be improved is the reporting and customization options. Some reports and workflows can take a little time to set up or navigate, especially when you need more specific or customized information. Having more flexible customization and clearer guidance for advanced features would make the experience even better. The current reporting and customization options generally work well for day-to-day needs, but when I need a more specific report or want to tailor the workflow to a particular use case, it can take some extra time to configure everything. Review collected by and hosted on G2.com.

I use Rillet to streamline accounting by reducing manual work and organizing financial information in one place, which simplifies reporting and tracking. Review collected by and hosted on G2.com.

The platform has a learning curve, particularly for users without a technical background when building more advanced workflows.

Providing more ready-made templates (for common processes like expense, leave, approval flows) would significantly speed up adoption. Review collected by and hosted on G2.com.

Before Emakin, many of our processes were either manual or scattered across different systems.

Now, we manage a wide range of operations such as:

Demand and ticket processes

Expense and travel management

Document approval workflows

HR and training-related operations

in a centralized and structured way.

This has helped us:

Reduce manual workload

Increase process visibility

Improve tracking and reporting

Accelerate response times

Overall, it has significantly improved operational efficiency and coordination between teams. Review collected by and hosted on G2.com.

DualEntry has no native CRA-compliant tax templates for Canadian corporate filings, forcing us to export ledgers and manually adjust figures for T2 tax returns. It does not support guaranteed Canada-based data residency, creating PIPEDA compliance risks when storing sensitive client financial records. Native integrations with popular Canadian tax-prep tools are missing, and their support team has limited practical understanding of Canadian tax-code requirements. Since it lacks Entra-ID single sign-on, we manage team access separately. We still manually cross-check outputs to meet CRA reporting and PIPEDA requirements. Compliance-related configuration was a challenge with no built-in Canadian-tax-specific settings, necessitating custom internal workflows for CRA reporting and PIPEDA client-data safeguards. Building these compliance safeguards took extra unplanned-for time. Review collected by and hosted on G2.com.

DualEntry removes manual double-entry bookkeeping by centralizing transactions and simplifying reconciliation. It organizes data and reduces time sorting records, although manual steps are still needed for CRA and PIPEDA compliance. Review collected by and hosted on G2.com.

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. 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.

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.

The user interface feels busy, and the screen design looks very old. Review collected by and hosted on G2.com.

Busy Software has helped us streamline our accounting, inventory management, and billing processes. It cuts down on manual work and errors, saves us time, and delivers accurate financial reports. Overall, it has made our day-to-day business operations smoother and more efficient. Review collected by and hosted on G2.com.