Compliance Software

I still have a bit of an issue with the cost, but it can actually be worth it when you realise the hours you gain from all the automated workflows. Once you have the hang of it, it's pretty impressive. Review collected by and hosted on G2.com.

The AI Workflows feature enables the creation of advanced automations using logic, filters, and multi-step actions. For example, you can set up autonomous agents that react to specific triggers and carry out tasks—such as automatically sending an email with our price catalog and notifying me whenever a quote request form is submitted on our website. This has proven to be a significant time saver. Additionally, it's possible to build internal tools and dashboards without any coding, allowing for collaborative planning and visualization of automations. Most importantly, the platform offers secure and compliant automation, making it suitable for large teams. Review collected by and hosted on G2.com.

The setup and initial onboarding process can be a bit overwhelming if you do not have a background in accounting. The customer support response times can also be slow when you need immediate help with a complex issue. Review collected by and hosted on G2.com.

Before Xero, our financial data was scattered across spreadsheets, making it incredibly difficult to get an accurate view of our business health. Xero centralizes all of our transactions and billing in one clean dashboard, allowing us to make faster, data-driven decisions and making tax season much easier. Review collected by and hosted on G2.com.

Sage Intacct is a strong financial management platform, but some areas could be improved. Certain reports and dashboards require a learning curve to customize effectively, especially for new users. During high-volume month-end close activities, navigation between modules can sometimes feel less intuitive than expected. Additionally, some advanced functionalities and integrations may require additional configuration or support, which can increase implementation time. Enhancing user interface consistency and simplifying report customization would further improve the overall user experience. Review collected by and hosted on G2.com.

Sage Intacct helps us solve the challenge of managing and analyzing financial performance across multiple business dimensions. In our organization, we use dimensions such as physician specialties to track revenue, expenses, and profitability by specialty. This allows management to identify high-performing areas, allocate resources more effectively, and make data-driven business decisions.

The platform also streamlines month-end close activities by providing real-time financial data, automated workflows, and detailed audit trails. Instead of relying on manual spreadsheets, we can generate accurate reports quickly and drill down into transactions when investigating variances. This has improved reporting efficiency, increased data accuracy, and provided greater visibility into the financial health of the business. 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.

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.

I don’t have any major issues with it, but there is a bit of a learning curve as workflows get more complex. Simple automations are easy to build; however, once you start adding multiple conditions, approvals, or integrations, it takes some time to understand how everything fits together.

When a flow fails, troubleshooting can also mean digging through the run history to pinpoint exactly where the problem occurred. It’s not especially difficult, but clearer error messages would make debugging faster and more straightforward.

Other than that, it’s been a reliable tool and has worked well for the automation scenarios I’ve explored so far. Review collected by and hosted on G2.com.

It helps cut down on repetitive manual work by automating tasks that would otherwise have to be done again and again. Rather than manually moving information between applications, sending routine notifications, or updating files, workflows can take care of those activities automatically.

From my perspective, it also creates opportunities to automate team processes such as approvals, reporting, and other day-to-day activities using tools that are already part of the Microsoft ecosystem. This saves time, reduces the chance of manual mistakes, and lets people focus on more valuable work instead of routine tasks.

The biggest benefit is that once a workflow is set up, it keeps running consistently without needing constant attention. That improves productivity and makes everyday work noticeably more efficient. 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.

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.

Heads-up: This feedback is based on my hands-on navigation so far. I am still figuring out existing workarounds if they are available.

My primary challenge is with scheduling and data integration. I wanted a scheduled starting point that reads specific columns from an existing Jotform form to trigger conditional emails. However, the system does not let me select a form that is already tied to a form-started workflow. There should be a direct way to trigger scheduled actions based on existing submission data or connected Google Sheets columns.

Additionally, the Podo AI assistant struggled with these scheduling scenarios. It ran into multiple errors, had trouble generating the requested logic, and gave unclear troubleshooting instructions. The AI assistant needs deeper training on all integrations and conditional logic to prevent these hurdles. Because of this, I deleted my scheduled workflow for now.

Lastly, there is a disconnect between Jotform AI Agents and structural Jotform Workflows. I want an automated flow that triggers at the start of an AI chat. The agent could prompt structured, sequential screening questions before switching to a freestyle AI mode. Currently, keeping chat interactions organized within the main workflow logic is not seamless. Review collected by and hosted on G2.com.

Jotform Workflows solves the bottleneck of manual candidate tracking. Instead of manually reviewing every single profile and copying data over, the platform uses a submitted form as a direct starting point to route applicants through conditional gates.

The biggest benefit to my recruiting setup is the mobility it provides. Being able to trigger custom email alerts like my Interview Invite Email via simple mobile inbox approvals allows me to keep the hiring pipeline moving rapidly from anywhere. It ensures high-potential candidates do not slip through the cracks while I am away from my desk. 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.

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.

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.

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.

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.

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.

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 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.

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.

Sometimes the refresh speed is low or going in buffering mode and some cases of missed notifications. Review collected by and hosted on G2.com.

Its implementation and configuration is quick and fast. We are getting MIS data very easily. Review collected by and hosted on G2.com.