Compliance Software

The search feature isn’t very good compared to QBO. The Manual Journal interface isn’t great either, and recurring journals can be a bit tricky to set up and manage. Review collected by and hosted on G2.com.

One thing that really good about is the integrations, especially with Gusto, Brex, and Mercury. The bill syncing from these platforms works really well and honestly saves a lot of time on the bookkeeping side. It reduces a lot of the manual work we’d otherwise have to do.

For us, it mainly helps in keeping client books more organized without spending too much time on initial setup. Reconciliation and day-to-day bookkeeping feel more streamlined, so we can spend more time actually reviewing things instead of just entering data. Review collected by and hosted on G2.com.

One downside of Sage Intacct is that it can have a bit of a learning curve, especially for new users who aren’t familiar with cloud-based accounting systems. Some advanced features and configurations may require training or support to fully utilize. Review collected by and hosted on G2.com.

Sage Intacct helps solve manual accounting inefficiencies by offering a structured UI, strong automation, and real-time financial visibility, making everyday workflows faster and more accurate. It integrates well with other business systems, performs reliably in the cloud, and its intelligent automation and reporting features provide meaningful insights for better decision-making. Review collected by and hosted on G2.com.

One thing I find challenging about Microsoft Power Automate is that debugging flows can sometimes be confusing, especially when something doesn’t work as expected. Error messages are not always very clear, so it can take time to figure out what went wrong, particularly in more complex workflows.

Another downside is that while the interface is generally user-friendly, it can become a bit overwhelming when building larger or more advanced flows. Managing multiple conditions, loops, and actions isn’t always as intuitive as it could be.

There are also some limitations with certain connectors and features unless you move to higher-tier plans, which can make it restrictive depending on your needs. In addition, performance can occasionally be inconsistent, with some flows taking longer to trigger or complete than expected.

Overall, while it’s a powerful tool, there’s definitely a learning curve when you start going beyond the basics, and improving clarity around errors and flow management would make a big difference. Review collected by and hosted on G2.com.

Before using Microsoft Power Automate, a lot of our work involved manual, repetitive tasks like sorting emails, moving files, and sending routine notifications. These processes were time-consuming and also increased the chances of human error, especially when things got busy.

With Power Automate, we’ve been able to streamline many of these workflows. For example, tasks like automatically saving attachments, updating lists, or notifying team members now happen without any manual input. This has significantly reduced the time spent on administrative work and allowed us to focus more on higher-value tasks.

It’s also improved consistency, since processes now follow the same logic every time instead of depending on someone to remember each step. In terms of impact, we’ve saved several hours each week, reduced mistakes, and improved overall response times, especially when it comes to handling incoming requests or important updates. Review collected by and hosted on G2.com.

Certain processes, like generating reports or running searches, can be slower than ideal, particularly with large datasets. These challenges don’t outweigh the benefits, but they can impact efficiency in day-to-day use. Review collected by and hosted on G2.com.

NetSuite solves several key challenges in purchasing and inventory management by centralizing data and automating critical processes. Instead of relying on multiple systems or manual tracking, it provides real-time visibility into inventory levels, purchase orders, and supplier information all in one place. This eliminates guesswork and reduces the risk of errors such as over-ordering or stockouts.

For me, this has made a significant impact on efficiency and accuracy. I can quickly assess what needs to be ordered, track incoming shipments, and manage inventory without switching between tools or spreadsheets. The automation of routine tasks like order creation and reporting also saves time and reduces manual data entry, allowing me to focus more on planning and decision-making rather than administrative work. Review collected by and hosted on G2.com.

Definitely not "plug and play", formal training is necessary and the system will take time to learn. Review collected by and hosted on G2.com.

Accurate reporting and an efficient system. Review collected by and hosted on G2.com.

Honestly, everything about QuickBooks Online is best. However, it is little difficult to learn the system but we get used to it. Review collected by and hosted on G2.com.

I use QuickBooks Online to send invoices daily, track expenses and payments, and manage profit and loss. It keeps documents ready for tax season and simplifies my finance management, saving me a lot of time. Review collected by and hosted on G2.com.

They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. Review collected by and hosted on G2.com.

Do it! Review collected by and hosted on G2.com.

Visibility, controls, extremely long close, organization, dysfunctional excel checklist, and recons being done ad hoc are all the main problems we were solving for with our implementation of FloQast. Both times putting in FloQast, we have been able to drastically shorten close and ensure the financials are more accurate than we ever were before. Review collected by and hosted on G2.com.

Integration depth: While Slack and Gmail connections are solid, some advanced features (like formatting Slack messages with richer layouts or handling Gmail threading intelligently) feel limited. Learning curve for complex flows: Simple automations are easy, but when workflows involve multiple conditional branches, the interface can get a bit overwhelming. A more guided setup or visual cues would help. Notification management: Slack alerts are great, but without fine‑tuned controls, they can become noisy. More granular options for filtering or batching notifications would reduce clutter. Error handling transparency: If a workflow fails (say, due to a Gmail API hiccup), the error messages aren’t always clear. Review collected by and hosted on G2.com.

I use Jotform Workflows to streamline communication between Slack and Gmail, saving time and reducing errors. It automates notifications and emails, eliminating manual follow-ups and repetitive tasks. The drag-and-drop builder is intuitive, allowing easy customization, and it integrates seamlessly with tools I use daily. 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.

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.

LaserFiche is helpful when we deal with large volumes of documents, from the approvals and documents sharing

LaserFiche bas costs issues, where it demands high maintenance costs and requires some IT infrastructure Review collected by and hosted on G2.com.

LaserFiche has resolved the problem of large volumes of physical documents, which are prone to being stolen or destroyed, and this involves digitization and centralized storage

We use LaserFiche to automate the approval process, and this eliminates delays and ensures that our admin has manageable tasks

The security of our documents is maintained through the help of this app, and timely audit is done to see users that have accessed the documents

The process of distributing documents is made easier and faster, and this includes sharing to people in different locations

LaserFiche is suitable for all companies, and this involves those with large amounts of documents. 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.

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.

One drawback of ClearBooks is its limited reporting Review collected by and hosted on G2.com.

ClearBooks solves the problem of managing day‑to‑day bookkeeping and invoicing in a clear, centralized way, benefiting me by saving time on manual accounting, keeping financial records organized, and making it easier to track cash flow and stay compliant. 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.

I've had issues over time, but most of them have been solved. My only current complaint is loans are not automatically expenses and amortizes on a monthly basis. To manage this, their team handles them periodically. My understanding is that a fix for this should be implemented soon. Review collected by and hosted on G2.com.

I have books that I can count on to make good financial decisions, and I don't have to wait until 3 or 4 weeks after the close of a month to get them. 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.

The biggest headache is the pricing model; it’s based on how many clients you have, which feels like a penalty for growing. Also, while it’s great for services, the inventory tools are weak. If you need complex reporting or high-volume product tracking, it quickly feels outmatched by more robust systems that handle scale and detailed reconciliations better. Review collected by and hosted on G2.com.

FreshBooks solves the "accounting fatigue" of manual bookkeeping. By automating professional invoicing, time tracking, and expense categorization, it eliminates administrative dread. For me, this means getting paid faster and staying tax-ready without the manual headache—leaving more energy for actual work instead of spreadsheets. 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.

The mobile app doesn't yet support businesses which have multiple currency transactions. This is something they're aware of and are working on. I've been using this for 9 years, new features are far between. I wish there were more external integrations, as well as a visual editor to produce custom styled invoices. Review collected by and hosted on G2.com.

Try it, you'll love it. Even if you're not well versed in accounting, the layout makes for easy management of your business accounting. For more complicated entries, I've simply relied on a quick call to an accounting firm and took care of the entry. So even more complex entries are well handled. Use the mobile application to understand the full potential of Kashoo. There's a new revamped version soon to be released that will include better dashboards and automated data entry, so look forward to this. Their online webinars are totally worth checking out. Review collected by and hosted on G2.com.

As a small business owner, I need to be able to take care of my accounting whenever and wherever. Kashoo allows this. I don't have any formal accounting training, so I needed a software I could easily learn. Review collected by and hosted on G2.com.