HOA Software

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.

I have trouble using a template, renaming it, and creating a new newsletter. A button or direct instructions in the software would be helpful to save me from having to go to the help page. (I only send a quarterly newsletter and forget how it's done). Review collected by and hosted on G2.com.

It helps me use ALL funds for our mission rather than spending on a fund-raising platform. 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 biggest downside for me is the complexity of some sales workflows. In our configuration, certain status changes cannot be reversed, and revisiting a lead marked for future follow-up can require copying the record. That adds extra steps and makes maintaining a clear customer history more difficult.

I would like simpler navigation and more flexibility when handling everyday sales scenarios. The customization options are valuable, but they also require careful setup to keep the process straightforward for the team. Review collected by and hosted on G2.com.

NetSuite helps us keep track of sales activity across multiple people and accounts. By keeping customer records, opportunities, and quotes connected, it gives us a shared view of each deal and its progress.

For me, the main benefit is being able to identify opportunities that need follow-up, see where deals are getting stuck, and give management a clearer picture of the pipeline. Our sales statuses and saved searches help focus attention on records that need action.

Linking quotes to opportunities also makes it easier to track what was proposed and how the deal ultimately turned out. This supports more consistent follow-up and better sales reporting. Review collected by and hosted on G2.com.

I find that some features could be more intuitive, especially when discovering the platform or trying to quickly access certain information. Navigation can sometimes lack fluidity, and it takes a bit of time to get one's bearings. A simpler interface and better highlighting of recent content would make the experience more pleasant on a daily basis. Review collected by and hosted on G2.com.

Hivebrite allows for the creation of infinite groups within a defined community. We can meticulously select the flow of information and the number of people reached. Review collected by and hosted on G2.com.

Almost everything we want/need is possible with the free version of Givebutter. Occasionally we run into an obstacle when we're wanting to take things up a notch, but can't do it with the free version -- mostly when using tools for fancy publications or advanced analytics. (I'm looking forward to when we are financially able to upgrade to Givebutter Plus!) Review collected by and hosted on G2.com.

Using Givebutter has greatly helped with keeping detailed, accurate information on every donation, communication, and donor. Before Givebutter we did not have an efficient way to track everything in one place. This has greatly helped with accuracy and communication within our organization. The bookkeeping setup is excellent, and is so fluid in connecting to the promotion of our fundraisers. Review collected by and hosted on G2.com.

I cannot think of any downsides at this point. Review collected by and hosted on G2.com.

Some of the newest features including the AI Navigator has reduced the time that it takes me to support by members, committees, and board by using this technology really well within Novi.

Novi made my everyday work more efficient and effective by offering things like the QuickBooks Online integration and making it possible to do edits on the website from the frontend. I spend more time now on thought work and less on administrative work. Review collected by and hosted on G2.com.

There are no real issues on my end. As a reviewer and approver, I find just seeing the complete invoice sometimes a little confusing, but it just takes a little moving around to review all the information I want to see. Review collected by and hosted on G2.com.

The biggest benefit I have found is prior to my approval as a first level supervisor, the invoices would be approved, and the work was not done to my satisfaction. They would pay and the job was not done or done well. Now if I'm not happy, I can deny the invoice and have the biller come back and make the necessary changes before getting paid. Review collected by and hosted on G2.com.

We have not run into anything that we dislike. Review collected by and hosted on G2.com.

Donorbox solves the biggest challenge small and emerging nonprofits face: creating a simple, trustworthy way for supporters to donate. The platform removes all the technical barriers—no complicated setup, no coding, no confusing dashboards. For Surface to Success, it allowed us to launch our first donation quickly and present a clean, professional experience to donors. That ease of use helps us focus on our mission instead of managing technology. Review collected by and hosted on G2.com.

1. Limited customization

Some users want more control over invoice/quotation layouts, fields, reports, and branding.

Some system-generated text cannot be completely removed or changed.

2. Advanced features may require a paid plan

The free plan has limitations, particularly around customization and document functionality.

Some users find the paid plans relatively expensive when they only need basic invoicing. Review collected by and hosted on G2.com.

Refrens is primarily solving the problem of scattered, manual financial administration. Instead of managing quotations, invoices, expenses, payments, customers, vendors, and accounting records separately—often using spreadsheets and different software—Refrens brings many of these activities into one platform. Review collected by and hosted on G2.com.

Honestly, there is nothing I dislike about Anchor. I needed a bulk proposal feature and they were able to send me a spreadsheet tailored to my needs with instructions and they would take care of uploading it and adding all the proposals to our account. Review collected by and hosted on G2.com.

Our last platform was disjointed, with Anchor we can see everything all in one place and get a great visual representation of where we are at. We also save a lot of time using the bulk features and the templates. Review collected by and hosted on G2.com.

For some reason, Bill disallowed the use of certain symbols in their Memo section. They used to allow me to use the @ symbol and additional symbols like that, and now they don't. I found it quite helpful to use those and unnecessarily restrictive. I imagine there's a coding reason for it or something like that, but I wished they didn't change that. I also find the Approval process can be confusing at times, because the steps aren't specifically guided as seamlessly as they are in the iPhone app. The app moves me through the approval process really easily and smoothly. The desktop app I don't always know if the approval and payment out has processed correctly. Review collected by and hosted on G2.com.

Bill really keeps the vast majority of my payment management in one easy to use resource. It's very helpful to konw I can just handle the vast majority of my financial payment/management needs inside this program. Review collected by and hosted on G2.com.

The initial API integration required some adjustments on our side and a good understanding of the Monetization data model. The implementation was successful, but more end-to-end examples for less common transaction-rating scenarios would make the first setup easier. Review collected by and hosted on G2.com.

We use Tridens Monetization to calculate transaction fees when pricing depends on cumulative volume within a billing cycle and on additional attributes, including source, destination, and account type. Automating these calculations removes a significant amount of manual work, applies the same rules consistently, and makes it easier to introduce or change rate plans. Review collected by and hosted on G2.com.

A few things that could use some polish: we've run into occasional outages, which doesn't happen too often but could potentially be an issue if I needed to get an urgent invoice out. I'd also love the ability to export just my search results rather than being forced to export every invoice each time - a small thing, but it'd save a lot of time. Lastly, because of how tightly Tabs integrates with our other systems, there are some restrictions on making manual updates or edits, which can be a bit limiting when we need to make a quick fix on the fly. Review collected by and hosted on G2.com.

Automated invoicing, with integrations to our other platforms such as Salesforce and NetSuite. Additional features down the line that could further automate our revenue recognition process. Review collected by and hosted on G2.com.

Honestly I havent been working with it enough to find something I dislike but at the moment I am hard pressed to find something as well. Overall the product works as intended and I hopefully do not find anything I dislike moving foward. Review collected by and hosted on G2.com.

Our first day implementing Bill360 we had a customer use the "pay now" options and that is already a one time customer that we will not have to reach out to in order to get paid. Also the outstanding payments being included on the invoice helps so much. This is one thing our owner has wanted for a long time with our invoicing. Review collected by and hosted on G2.com.

Honestly nothing, maybe that I spent so long looking for a good provider before I landed on Sequence! Review collected by and hosted on G2.com.

Before Sequence we didn't have a proper way to build, send and sign commercial quotes - it lived across documents and manual work. Now quoting, pricing and e-signature sit in one tool, the signed quote flows straight into the billing schedule, and there's approval routing we can turn on as the team grows. It means the sales team can move on a deal without waiting on someone to assemble the paperwork by hand. Review collected by and hosted on G2.com.

The advanced marketing module doesn't allow a preset time to send bulk emails. Someone physically has to push a button to send an email at a certain time.

iMIS online support is great but there should be a phone option for when someone wants to actually talk an issue through quickly. Going backward and forwards via email slows down the help when things go wrong. Review collected by and hosted on G2.com.

iMIS has allows us to bring all elements of member experience into the one platform including our member video library, article library, event registration and website. This was the largest improvement to our system. It also has improved our member journey through the ability to set up automated communications at join date, six weeks and six months which we could not do automatically in our older system. We can also place personalised alerts against member profiles for ease of meaningful communication when a member calls. This means we can prompt conversation more readily knowing that each alert shows us what the member has been involved in at our association and thank them for that involvement Review collected by and hosted on G2.com.

It has been sometimes difficult when creating tickets, it is not so much about the support itself, but it is just as usual in the workforce some situations or wishes are difficult to explain by writing, I honestly support the idea that sometimes a quick meeting could be saving time for us all and avoid misunderstandings Review collected by and hosted on G2.com.

We use to spend hours on solving payment issues with our old providers: lots of issues for payment by credit card from India for example, which required for us to send bankk details and monitor the bank transfers received. We have not had one case of this since starting using RM and the Stripe integration. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

They were fine for a number of years but things dramatically changed this year. With one day notice they changed their processing timelines from 1 day to 3 days. They then had a series of errors that extended the 3 day fund hold to 6 days. They have done a terrible job of communicating, have been combative, and have turned into an awful partner. They are also, with no notice, instituting burdensome rules that I have not seen from other processors and offering no justification for those rules. My guess is that they had a major fraud incident. Something definitely changed on their end. Review collected by and hosted on G2.com.

We use Checkbook to process payments and issue paper checks for our end users. Review collected by and hosted on G2.com.