Financial Reporting Software

Some of the accounting terms still feel a bit heavy. Setting things up the way my accountant wanted took some trial and error. Occasionally, the reconciliation suggestions aren’t perfect, especially with partial payments, so I have to double-check. Review collected by and hosted on G2.com.

It keeps my finances in one place and makes year-end prep much easier. I can clearly see who’s paid, what’s outstanding, and how much I’ve actually made. For a solo freelancer, it fits well without feeling overcomplicated. Review collected by and hosted on G2.com.

The richness of the product requires more serious support from Acumatica that we seem to have difficulty accessing, at times. We currently use Acumatica as our VAR, and they have structural issues that have led to a negative experience. The transition from Sage 100 was initially painful, taking 3 years to convert. Challenges came from end user non-participation and lack of serious commitment. Review collected by and hosted on G2.com.

Acumatica supports our business from lead management to payment collection. It's flexible and easy to use yet robust, and it lets us adapt to market demands in a functionally correct manner. Review collected by and hosted on G2.com.

What I dislike about Workiva is that it can feel a bit overwhelming for new users, especially with so many features packed into one platform Review collected by and hosted on G2.com.

Workiva is solving the problem of manual, fragmented audit processes and the risk of errors or missed compliance requirements. By centralizing audit documentation, evidence, and workflows in one platform, it ensures that everything is organized, traceable, and easily accessible. This benefits us by reducing time spent on administrative tasks, improving accuracy, streamlining collaboration between audit teams, and ensuring full compliance, making audits faster, more transparent, and far less stressful. 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.

It seems to me that there should be more connectivity with other third parties, for example, with banks, in order to have updated information every day to reconcile accounts more easily. Review collected by and hosted on G2.com.

Sage Intacct automates accounting tasks, reduces manual entry, facilitates report generation, and speeds up invoice creation for clients. 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.

Sometimes, if there's a feature that doesn't work with NetSuite, it can take ages for them to address it with an enhancement because not a lot of customers may want it. Sometimes, there's no workaround, and these enhancement requests can stay in the NetSuite world for ages. Review collected by and hosted on G2.com.

NetSuite consolidates multi-subsidiary accounts quickly, saving two days at month-end. Its 100% cloud-based system allows for real-time financial balance sheet access and is easily customizable to different business needs. Review collected by and hosted on G2.com.

Anaplan has a steep learning curve and requires disciplined model design to stay scalable.

Anaplan is not ideal for highly transactional use cases. Review collected by and hosted on G2.com.

Anaplan replaces fragmented spreadsheet-based planning with a connected platform that supports advanced forecasting, rapid scenario analysis, and governed processes. This results in faster planning cycles, better forecast accuracy, improved transparency, and more reliable model management as solutions scale. Review collected by and hosted on G2.com.

There are a few quirks. nothing that is system breaking but you definately need to learn how to use the systems before you have a full grasp of all the features. Review collected by and hosted on G2.com.

As i mentioned earlier with our budget process it means that the numbers can be shared automatically and will update across all reports in the system meaning less time spent updating reports or recalculating overall figures. Also with monthly management accounts the numbers are available in a view on the system with the click of a button. Review collected by and hosted on G2.com.

The only thing I would like to see "improved" or even just added as a feature is a change the Drilldown function. Currently, the Drilldown pulls up another sheet, but rather than just pull in a list of the transactions or relevant data, it hyperlinks to Acumatica. This is fine. You get to the data. But you have to go into Acumatica to see the data you really want. And then you have to export back to Excel if you want to re-arrange it in any way. It just feels like extra steps that could be reduced. Review collected by and hosted on G2.com.

Velixo solves a number of problems for us. But the biggest is live data. As I mentioned before, having data update in real time as opposed to having to export data to run reports is remarkably valuable. It's huge for us.

We've used it handle our monthly income statement report. We have sheets for MTD, YTD and Rolling 12. It's amazing to be able to set up a parameters page, let Velixo formulas drive the data and enable each team to get their data as needed. Plus, they can obviously look at different versions of the data with different variables. All without someone having to run a new report.

For me specifically, as someone who handles lots of system admin tasks for Acumatica, it's fantastic to have a tool people already know how to use. Not having to spend time training users on how to get the data in Acumatica or honestly even set up a dashboard for them frees up a lot of my time. Velixo doesn't really do anything you can't do in Acumatica. But it does provide a meaningful and near instant way for users to do it without requiring the knowledge of how to configure data in Acumatica. It's flexible. It's real time. And it's familiar.

So, what does it solve for us? Well, it empowers our team to be able to get the data they need. And I am all for empowering team members instead of making them reliant on others or a report that gets sent out once a week. Review collected by and hosted on G2.com.

Honestly, I can't think of anything that I dislike about it. Review collected by and hosted on G2.com.

The most crucial problem that Vena is solving for our organization is bringing our outside excel reports into Vena and having the ease of integrating it with our accounting software and it updating in real time. Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. 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.

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.

QuickBooks Online has deliberately removed the ability to print IRS-compliant 1099 forms with boxes, a feature that existed for years and is still required for many established workflows.

There is no technical limitation here — the data exists, but the form layout is intentionally suppressed to push users into paid e-filing. This forces businesses and accounting firms to either pay extra, manually re-enter data into IRS PDFs, or use third-party services.

This is a clear regression, not an improvement. It increases cost, wastes time, introduces error risk, and creates unnecessary compliance confusion. Removing core functionality to coerce add-on purchases undermines trust in the platform.

If you rely on predictable, standards-based accounting workflows, be aware that QuickBooks can and will remove them without notice. Review collected by and hosted on G2.com.

None. I plan to switch after tax season Review collected by and hosted on G2.com.

Xoro has tons of solutions for teams across all departments, which at times could lead the team to not look into external solutions for niche problems. Review collected by and hosted on G2.com.

They work with multiple clients and continue to adapt and refine modules as well as improve connections with existing and new 3rd party partners across wms, shipping, edi, etc. Review collected by and hosted on G2.com.

There’s a learning curve, and it takes some involvement and curiosity to get the most out of the platform. Review collected by and hosted on G2.com.

We moved away from legacy Excel reports that were difficult to maintain and keep up to date. Since then, our budgeting time has decreased significantly. Drivetrain also lets us do scenario modeling and easily compare outputs, which makes it much simpler to evaluate different assumptions and see the impact. Review collected by and hosted on G2.com.

Like most ERPs, there is a significant learning curve. Success really depends on the quality of training and how disciplined the company is about keeping data clean. The onboarding phase requires a lot of focus and coordination. If a company isn’t fully engaged during this time, it can limit how effectively the system is set up for long-term success. Review collected by and hosted on G2.com.

Before Fulcrum, information may have been scattered across spreadsheets, paper travelers, or legacy ERP systems. Fulcrum centralizes everything into one platform, reducing duplicate data entry and errors. Fulcrum helps us better manage work orders, scheduling, and capacity planning. This ensures we know where each job is in the process and can adjust quickly if priorities change. 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.

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.