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.

data rails requires some set up to get it working, and if it is not set up correctly then it will not work for you, however when set up it works seamlessly Review collected by and hosted on G2.com.

Data rails is solving processing and manual processes, previously we would have to re-paste any new data on top of old data every time a change was made, now with data rails, we just refresh and it's done, it's a massive time saver and also takes away some of the headache of remembering whether the data is the most recent Review collected by and hosted on G2.com.

It can be difficult to get in touch with anyone directly at Acumatica. If your partner isn’t able to help, it often becomes a slow and frustrating process to get issues resolved through Acumatica support. Review collected by and hosted on G2.com.

They are actively working to evolve the product by adding new user interfaces that are much easier to navigate than before, introducing new AI tools that seem promising, and listening to customer feedback to continually refine the product and make it better. Review collected by and hosted on G2.com.

One challenge with Xero is that some accounting workflows have a learning curve, especially for users who don’t work in finance every day. Tasks such as bank reconciliation, report customization, and account setup can take some time to fully understand when you’re new to the platform.

While Xero is powerful once configured properly, I think the onboarding experience could do a better job guiding non-finance users through key processes and explaining accounting concepts within the product itself.

After the initial setup period, navigation becomes much easier, but new users may need some time before they feel fully comfortable using all of the available features. Review collected by and hosted on G2.com.

Xero helps solve the challenge of keeping financial records organized and accessible in one place. Instead of managing invoices, expenses, bank transactions, and reporting across multiple spreadsheets or systems, everything is centralized and easier to track.

One of the biggest benefits is reducing manual work. Features like bank transaction matching and reconciliation help keep records up to date without as much administrative effort. It also makes it easier to review financial reports, monitor cash flow, and understand the overall financial position of the business.

Having that visibility in a single platform improves consistency and helps support better financial decision-making. Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. 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.

It has not yet been able to integrate smoothly with Dental inteligence which was recommended prior to migrating to Sage intacct.That the only complaint l really have with it. Review collected by and hosted on G2.com.

Before migrating to sage intacct l had to manually do Accounts Receivable reconciliations which was time consuming since they made up majority of my bank transactions. Now with sage l don't have to do them individuall l just have to upload one journal and everything will clear up. This has honestly time saving and have reduced my workload by a lot. I do get to download my reports quicker no matter how big the document is. I have not been using it for long but so far it does seem worth it. 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.

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.

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.

A couple of the downsides are that they no longer work with Melio because they have their own payment processing. I have three vendors that each month cannot be paid via QB online and I have to login to Melio separetley and process the payments. Review collected by and hosted on G2.com.

The one thing that QB online does is they have a really good payroll processing platform. All of the taxes are handled and I recently discovered that we can also use the same program for employee time tracking. At the time it seems to be included in the payroll pricing, but I am sure they will charge extra for it in the future. 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.

The downsides are that the UX features aren’t very flexible compared to other reporting tools. Review collected by and hosted on G2.com.

Anaplan is solving problems across supply chain and financial planning. It is helpful for planning and scenario-based use cases. Previously, users used to maintain different Excel files and versions for their zone and product, and consolidation, reconciliation, and reporting were challenging tasks. Anaplan provides a single platform where they can plan and report, and the reconciliation can be calculated by the platform itself according to the design built for that application. It has various connection with third party platform which make it easier to load data and report them and use them for planning 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.

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.

Rillet has reset what I consider normal for software, and now everything else in our stack feels slow by comparison. That's a great problem to have, even if it makes the rest of the tooling harder to be satisfied with. Review collected by and hosted on G2.com.

What used to require manual work or additional headcount now happens automatically, which has let us keep the team intentionally lean. That efficiency compounds over time, and the money we're not spending on extra hires is going back into the parts of the business that actually need it. Review collected by and hosted on G2.com.

The initial setup takes some care. Getting sales channels and customer/delivery records configured the right way isn't always obvious at first, and a few things are easier to do directly in the UI than via import. It's worth investing the time to get it right early, as once it's set up correctly it runs reliably. Review collected by and hosted on G2.com.

It replaced a setup of spreadsheets and a couple of disconnected systems that couldn't scale with us. We now have accurate multi-location stock, faster order processing for our wholesale and trade accounts, and far less manual admin across dispatch and purchasing. We evaluated platforms like Brightpearl and Orderwise and chose Stok.ly for the flexibility and the integrated approach. It has given us proper inventory control and automation as we've grown. 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.

It is not necessarily a dislike but such a comprehensive program is hard to learn. There will be a steep learning curve for novices I've used it for close than a year and am still learning new things daily. Also, the servers are centralized, so sometimes you use access to the system and can't do anything about it. But the SAP team usually resolves those issues quickly. Review collected by and hosted on G2.com.

SAP is basically solving everything. It helps us keep track of how much stock we have in any of our plethora of locations. And I mean multiple times of stock. It helps us create accruals for the payable and receivable invoices and also keep track all the relevant payment specs. Review collected by and hosted on G2.com.