Financial Reporting Software

Some areas that can be improved are markups, uploading support for audit and SOX testing. The sampling tool isn't as useful as I would like it to be, plus the request section and attaching things to spreadsheets can be a little finicky. The initial setup took much longer than I thought because we did it on our own without paying for a catered experience. Review collected by and hosted on G2.com.

Workiva keeps our version control in check, enhances workflow on shared documents, facilitates SEC filing and reporting with W Data, assists in SOX testing, markups, sample selection, and requests. Review collected by and hosted on G2.com.

We would appreciate more customisation and reporting flexibility as we continue to scale, along with deeper automation and AI capabilities for more complex operational workflows and enterprise-level integrations such as Employment Hero. Review collected by and hosted on G2.com.

Xero primarily solves our payroll and finance administration by streamlining payroll, compliance, invoicing, and reconciliations, which saves us time, reduces manual work, and improves operational visibility. Review collected by and hosted on G2.com.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Review collected by and hosted on G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Review collected by and hosted on G2.com.

Absolutely nothing! Honestly, we have not experienced any major challenges with Datarails. The platform has been very helpful for financial reporting, dashboard visibility, and improving overall efficiency for our team. The integration with Excel and the ability to customize reporting has made the process smooth and user-friendly. Review collected by and hosted on G2.com.

Datarails has helped solve a lot of the inefficiencies that come with manual financial reporting and spreadsheet management. Before using the platform, a large amount of time was spent manually updating reports, consolidating data, and preparing dashboards.

With Datarails, much of that process is automated, which has significantly improved efficiency and reduced manual input and the risk of human error. The dashboard visibility has also been a huge benefit because it allows leadership and stakeholders to quickly review financial performance, variances, cash flow, and budget information in a much more organized and user-friendly way.

Overall, it has helped save time, improve reporting accuracy, and provide faster access to meaningful financial data for decision-making. Review collected by and hosted on G2.com.

One of the main drawbacks of Vena is that, because it is heavily Excel‑based, performance can slow down with very large models or complex workbooks, especially during peak budgeting cycles. There can also be a learning curve for non‑finance users, as success in Vena still depends on solid Excel skills and understanding of the underlying model structure. Additionally, making structural changes (such as redesigning models or hierarchies) can require more setup time and coordination than more rigid, form‑based planning tools. Review collected by and hosted on G2.com.

Vena is solving several core planning and coordination challenges that finance teams typically face, and that has delivered clear, day‑to‑day benefits for us.

First, it significantly streamlines budgeting and forecasting cycles. We can run multiple iterations of the budget or forecast in a very short period of time, allowing us to quickly model different scenarios, respond to leadership questions, and incorporate new assumptions without starting from scratch each time. Everything lives in one centralized platform, which eliminates version confusion and reduces time spent reconciling files.

Second, Vena greatly improves cross‑department collaboration. Different departments can work simultaneously within the same system, follow structured workflows, and submit their inputs through controlled processes. This creates better accountability, clearer ownership, and faster turnaround, while still allowing Finance to maintain oversight, consistency, and data integrity.

Third, Vena solves the disconnect between workforce planning and operating expense planning. By linking headcount, compensation, and workforce assumptions directly to OPEX budgets, we gain a much clearer view of the true cost drivers of the organization. This alignment improves forecast accuracy, enables more meaningful variance analysis, and supports more informed decision‑making around hiring and resource allocation.

Overall, Vena allows us to plan faster, collaborate better, and connect financial drivers in a way that supports both operational and strategic decision‑making. Review collected by and hosted on G2.com.

The error messages aren't the most helpful. I would prefer there be a more drilled down explanation of certain errors, perhaps with links to resources within Community explaining them. Review collected by and hosted on G2.com.

We have trimmed a lot of time out of our AP data entry as it relates to invoice entry thanks to AI. We are also in the process of using some of the reporting and dashboard features to enable outside departments to access their financial data in real time. These are functions that wouldn't have been possible using our previous software. Review collected by and hosted on G2.com.

One issue is that it doesn’t connect with POS systems like Square or Shopify unless you purchase additional software, which defeats the purpose—especially when we’re already paying a high price for multiple systems. At the moment, we export our sales from Shopify and Square, then export and import our inventory from NetSuite back into Shopify and Square. Overall, that workflow is tedious and time-consuming.

The custom reporting options are great, but I wish there were a more user-friendly way to build, organize, and manage those reports. SuiteAnswers can be helpful, but if you don’t already have prior knowledge of how something works in NetSuite, it can be difficult to navigate and learn. The system can also run very slowly when generating reports. Review collected by and hosted on G2.com.

Having everything in one place on a single platform—inventory management, sales, reporting, accounting, and purchasing management—makes things much easier. I also like the real-time dashboards for sales, inventory, probability, and operations. Review collected by and hosted on G2.com.

Nothing! It has met every challenge I have thrown at it. Review collected by and hosted on G2.com.

I use Velixo for all my financial reporting. It really is a matter of changing the date in one cell and hitting refresh. Beyond that we use it to pull data for analyzing our expenses. preparing accruals, reviewing project profitability. It has become a life changer. Review collected by and hosted on G2.com.

The implementation expenses are significantly high, and small teams find the tool as a giant

The performance capabilities, more so during the end month time are slow and inefficient Review collected by and hosted on G2.com.

FloQast has eliminated all the end month close checks that has been manually executed and this increases efficiency and reliability

The app ensures no delays in reconciliation, and this increases the financial reviews and visibility

All the accounting workflows and compliance are well handled by FloQast

There is a successful collaboration between departments and this creates a functional framework

The app has automated tasks like status meetings and email follow up and this reduces the manual struggles

The finance team and the IT team ensures high compliance and close accuracy in al operations Review collected by and hosted on G2.com.

The initial setup of complex, custom-mapped reports can take a little bit of time. However, the LiveFlow support team is super responsive and helps bridge that gap quickly. Review collected by and hosted on G2.com.

We struggled with accurate cash flow forecasting. Because our actuals were updated manually, our forecasts were often based on outdated assumptions.

LiveFlow solves this by keeping our actuals current. This has made forecasting so much easier because we can now see our real-time cash position and runway at a glance. It allows us to perform instant variance analysis and make strategic pivots based on what is happening now, rather than what happened last month. It has saved our finance team hours of spreadsheet gymnastics every week. Review collected by and hosted on G2.com.

What I dislike about Anaplan is that some things still feel harder than they should be, especially when trying to understand or navigate someone else’s model. Tracing references, following dependencies, and answering “what will this impact?” can be time‑consuming and fairly manual. There’s also a learning curve for new users—both builders and end users—which means a lot depends on how well the model was originally designed and documented. When models aren’t built cleanly, small changes can take longer than expected to validate and explain. Review collected by and hosted on G2.com.

Anaplan is solving the problem of disconnected planning and decision‑making. Instead of working in silos or relying on static spreadsheets, it provides a single place where financial, operational, and strategic plans stay connected and update in real time. That benefits me because I spend far less time reconciling numbers and more time actually analyzing scenarios and answering “what if” questions. It also makes conversations with stakeholders more productive—everyone is looking at the same data, so decisions are faster and more confident. Review collected by and hosted on G2.com.

I have been using Aleph for over a year, and I have not come across anything about Aleph that I dislike. Review collected by and hosted on G2.com.

Aleph Connect makes it easy for me to develop highly customized reports. With Aleph Explore and its drilldowns, I can respond to questions and ad hoc requests on the fly. I also no longer have to deal with large Excel files crashing. And when Accounting makes a last-minute adjustment to the month-end financial results, updating the management reports is only a few keystrokes away. Review collected by and hosted on G2.com.

One of our company files is very large because we imported 4+ years of detailed data from QuickBooks Desktop Enterprise. As a result, I’m unable to open that company file from my mobile device, which prevents me from using features like importing receipts by taking a picture of them or accessing the file on the go.

It would be great if there were a lite version that still allowed access to the basic functions of the company file, even when the full file is too large to open on mobile. Review collected by and hosted on G2.com.

We previously used QuickBooks Desktop Enterprise, which had to be installed on a remote desktop so all of our staff could access it at the same time.

With QuickBooks Online, staff can work not only from home but also on their personal devices, without needing remote desktop access or any special installation. On top of that, the more modern features, like integrations with several services we already use, have improved our workflow and saved us a lot of time, which has been a nice treat. Review collected by and hosted on G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Review collected by and hosted on G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Review collected by and hosted on G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Review collected by and hosted on G2.com.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. Review collected by and hosted on G2.com.

Some of its features seem hastily rolled out and like they weren't ready for showtime. For example, there's report for bridging from ARR to CARR that didn't have correct calculation logic (at least for us). Review collected by and hosted on G2.com.

Disconnect between our billing system and GL. Now billing, rev rec, and SaaS reporting (ARR) is all rolled into one. Not feeling like our GL is stuck in the stone ages with Xero. Automatic cash and stripe transaction matching. Review collected by and hosted on G2.com.

As great as all the integration is with Stok.ly, my only minor issue is the lack of integration with TikTok shop, meaning I have to manually place orders, which isn't the most detrimental issue in the world, however, it is a minor inconvenience Review collected by and hosted on G2.com.

I’m very pleased with Stock.ly overall. We moved from a very out-of-date system last year, and as soon as we implemented Stock.ly, it started streamlining the way our business operates. It brought our warehouse and brick-and-mortar shop together and helped squash many of the problems we’d been dealing with before. Review collected by and hosted on G2.com.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Review collected by and hosted on G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Review collected by and hosted on G2.com.

A few minor things. It's best on desktop - we've found it tough to maneuver on iPad and haven't even attempted phone yet, so if your team works on the go, that's something to know upfront. The reporting is plentiful, but there's a learning curve to figure out which reports actually serve your business best. And like most ERPs, learning which fields work for your workflow takes some trial and error - though there are plenty of custom field options to get you where you need to go.go. Review collected by and hosted on G2.com.

We were really struggling with inventory tracking - specifically, getting visibility into serial numbers on the outbound side with our 3PL. We shared the struggle with Xorosoft and they scoped and built out a solution with us. Now we have real systems in place to track inventory out in the world, which means we can service our customers faster and with more accuracy. As we scale, that kind of visibility is everything. Review collected by and hosted on G2.com.

The main downside is the steep learning curve during the Onboarding phase. Because the system is incredibly vast and handles complex global data, it can be overwhelming for new team members in the customer service hub to master every module. The initial training requires a significant time investment.

Additionally, from a Pricing/ROI perspective, while the software is powerful, it requires a very stable and high-speed internet connection to maintain peak Performance. During high-traffic events like Black Friday, we sometimes experience slight latency in cloud synchronization between the warehouse and our front-end interface. I would also like to see more intuitive AI/Intelligence shortcuts for common repetitive tasks to further reduce our average handling time, as some manual steps in the refund process still feel a bit legacy Review collected by and hosted on G2.com.

The primary problem SAP S/4HANA Cloud solves for us is data fragmentation across our global retail operations. Before, tracking a complex customer journey—from an online order to a store return in a different country—was manual and prone to errors. Now, it centralizes everything in one source of truth.

The main benefit is the drastic reduction in our 'Average Handling Time' (AHT). I can instantly verify stock availability in real-time and process refunds or replacements with confidence that the financial and inventory data is accurate. It has transformed our customer service from being reactive to proactive, as we can identify shipping bottlenecks before the customer even calls us. This level of AI/Intelligence and Integration ensures that we maintain high customer satisfaction even during high-pressure seasons. Review collected by and hosted on G2.com.