Financial Reporting Software

I wish the AI feature was a little bit more fleshed out, but time will tell with that. Review collected by and hosted on G2.com.

Workiva allows us to create a control library, and its search functions make it easy to find a control. Review collected by and hosted on G2.com.

It's clearly still a new system, a few of the widgets need work and there are some nuances you come across every so often that shows how young it is in development. However, they have been quick to rectify a lot of these so credit to the team. Review collected by and hosted on G2.com.

Datarails is able to take our data from various sources, be it a Sage Intacct Integration or a flat file and make it easily manipulatable. We have struggled with KPI reporting in the past so the fact we can get quick and easy KPIs ahead of the leaders of the business on working day 1 is fantastic. 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.

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.

Some of the downsides on NetSuite would be how outdated it seems in terms of viewing and navigation. I do feel like it could be updated. We are also currently implementing NSPB (Planning & Budgeting) for a while now and believe it's a bit more different than NetSuite. We wish it were as beginner friendly as NetSuite. Review collected by and hosted on G2.com.

My configuring all the data we have into one setting stone that is easy for us to view on a monthly basis. 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 main thing I dislike about Vena is that some administrative tasks still feel more rigid than they need to be. Building or adjusting templates can take longer than expected, especially when you’re trying to make structural changes rather than simple updates. It’s powerful, but not always quick. Review collected by and hosted on G2.com.

Vena is solving the problem of inconsistent, manual, spreadsheet‑heavy reporting and budgeting. Before Vena, we were dealing with version control issues, disconnected data sources, and workflows that depended on chasing contributors for updates. Vena centralizes everything, enforces structure, and removes the friction that slows down financial and operational cycles. Review collected by and hosted on G2.com.

I still use Microsoft CoPilot for the creating aspect of report and formula building. Hard to beat the creator of Excel when it comes to building efficient formulas and reports, although VI has been very quickly closing that gap in the time I've been using Velixo, and I suspect may overtake CoPilot in that area too before long. Review collected by and hosted on G2.com.

Velixo streamlines and reduces reporting time. We can generate reports faster and cleaner than ever before, with less manual editing, copying, or pasting. 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.

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.

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.

Scenario modelling UX is the biggest gap - planners still can't fluidly compare alternative demand or supply assumptions without custom NUX page engineering. Performance under heavy multi-dimensional load is inconsistent; optimization requires deep expertise. Native reporting for downstream workstreams requires significant manual effort. There's also no automated architecture documentation, which concentrates knowledge in a small team Review collected by and hosted on G2.com.

We run a monthly tactical planning cycle forecasting courier supply and demand across 6 active countries. Recruitment target and equipment demand is derived directly from courier demand within the same model, ensuring consistency between planning domains. The model also serves as a top-down target comparison against budget and financial objectives, giving finance and operations a shared source of truth Review collected by and hosted on G2.com.

Nothing at this time. It fits our needs. Review collected by and hosted on G2.com.

Aleph allows us to do our jobs faster with more confidence and accuracy. It saves us from manually consolidating data to do ad-hoc requests, reduces copy/paste errors, and streamlines our annual budget process. It's like having another team member in our department. Review collected by and hosted on G2.com.

Nothing really, only issue is trying to work out what to include in reports when there is so much scope and variation. I find it hard to leave things out of my month end reports as there is so much available. I would like it if I could update an ai generated written report for the next month, as it creates the calculations but I often edit the ai wording, but I cannot just update those ai calculations/equations to re use my report from the prior month. Review collected by and hosted on G2.com.

Accuracy / Speed / Professional easy to read reporting - game changer for preparing client reports. 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.

For some businesses, there are too many options which may be complex or too powerful for smaller companies. This tool will help your company grow. Review collected by and hosted on G2.com.

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

Workday Adaptive Planning is kinda hard because it takes super long to load big charts and things. Sometimes the screens look really old like a computer from a long time ago. If you want to change stuff you have to learn hard rules and codes that are confusing. Also, it costs a whole lot of money so small companies can not buy it. Review collected by and hosted on G2.com.

Workday Adaptive Planning stops people from losing their work when old Excel files crash all the time. It brings all the numbers from different computers into one safe place so nobody gets confused. This helps you do your homework or business math way faster without making silly mistakes. Plus, you can guess what happens next in your business game without waiting for a super slow computer. Review collected by and hosted on G2.com.

Some parts of Stok.ly can feel a bit overcomplicated, and they take longer to learn than they probably need to. There are also a few workflows where small tweaks could save a lot of clicks and make day-to-day tasks much quicker.

We’ve come across a few bugs too, especially during the initial setup. On the plus side, the team is responsive when we raise issues and is willing to look at ways to improve the system. Review collected by and hosted on G2.com.

The main problem Stok.ly solves for us is keeping control of stock across multiple stores and our warehouse. Previously, a lot of this relied on spreadsheets, separate systems, and a fair amount of manual work.

Now we have a single place to see what stock we have, where it is, what’s selling, and what needs ordering or moving between locations. It’s made purchasing, transfers, and day-to-day stock management much easier and, most importantly, it gives us better information to base decisions on. 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.