HOA Software

While the platform itself is great, the pricing has steadily increased over the past couple of years, which can feel a bit steep for a freelancer or solo business owner. I’d love to see a more budget-friendly tier aimed at independent contractors who don’t need advanced corporate features but still want unlimited invoicing. Review collected by and hosted on G2.com.

Here is a shorter, more natural version that still covers everything they want to hear:

Xero solves my biggest business headache: manual bookkeeping. It completely automates my invoicing and expense tracking, saving me hours of administrative work every week.

The UI / UX is clean and simple, so I can see my cash flow at a glance without needing an accounting degree. The Integrations with my payment apps are seamless, and the overall software Performance is always fast and reliable. While the Support / Onboarding process was smooth when I first signed up, their help center can sometimes feel a bit automated. That said, I really appreciate their new AI / Intelligence features that smartly predict account codes to speed up my daily reconciliation.

My only complaint relates to Pricing / ROI. The software saves me a ton of time, but recent price hikes make the subscription feel a bit heavy for a solo provider. Despite that, the time saved still makes it a worthwhile investment. Review collected by and hosted on G2.com.

So. The issue is that you can't just uncheck the donation for Zeffy and you have to go to a multiple choice box. Then hit custom, then manually type the number 0 (zero). But to the normal eye it looks like the price went from $25 to $30. (Their standard is 17%. I still think for a free donation platform it's good, but I've had to put extra work to make videos and write and tell people how to avoid the Zeffy contribution. Also I have no way of knowing unless I ask, if they paid it or saw my video or not. If they made it easier to understand that the Contribution is optional and start at a less percentage rate, that wouldn't make it look like your trying to hid the fee. Review collected by and hosted on G2.com.

We have a educational element of service and charge for certification. They make it easy to embed on your website and purchase while staying on page. Review collected by and hosted on G2.com.

In my point of view, the donor experience can be improved, when it comes to updating personal donor details. Requiring users to create a Donorbox account just to manage their information adds some friction, and simplifying that would make things smoother for the donors. Review collected by and hosted on G2.com.

I simplified the donation process for users. And this has increased and facilitated the donations.

I have implemented Donorbox mainly to raise one-off and non-regular funds. Also, I can clearly see what the source of the donation is by tracking it using UTM technology in the URLs. Review collected by and hosted on G2.com.

One limitation I noticed is that the reporting and donor management functionality can feel somewhat limited compared to more advanced enterprise CRM platforms. While the standard dashboards and exports work well for day-to-day operations, more detailed segmentation and custom reporting sometimes require additional manual cleanup or external tools.

I also experienced occasional UI clutter as more features and campaigns were added, which can slightly affect navigation efficiency for newer or infrequent users. Review collected by and hosted on G2.com.

Before using Givebutter, fundraising activities, donor communication, event coordination, and reporting were spread across multiple disconnected platforms. That created duplicated work, manual data reconciliation, inconsistent donor tracking, and unnecessary administrative overhead.

Givebutter solved this by centralizing donations, peer-to-peer fundraising, event ticketing, communication workflows, donor management, and reporting into one platform. Instead of manually coordinating donor lists, campaign pages, receipts, follow-ups, and fundraising reports across separate systems, most workflows became automated and much easier to manage.

For example, campaign creation, donation tracking, automated receipts, supporter outreach, and event coordination could all be handled from one dashboard while donor engagement and fundraising performance remained visible in real time. The peer-to-peer fundraising features also helped expand outreach without increasing operational workload significantly.

The biggest benefit was reduced administrative effort, faster campaign setup, better donor visibility, improved fundraising coordination, and a smoother giving experience for supporters across both mobile and desktop platforms. 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.

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.

The only thing I can think that I dislike, and it really isn't a Novi thing, is that it takes some time to download our full membership list. However, our membership list has 28,000 entries, so it might take a little bit of time. Review collected by and hosted on G2.com.

Novi is an all-in-one solution, so it makes everything in our office run smoothly! Review collected by and hosted on G2.com.

Still a long and steep learning curve to handle the inevitable exceptions to anything that is not simple. Review collected by and hosted on G2.com.

Getting our dues billing and collections right is always a challenge when there are so many permutations for member types, categories, chapters, and voluntary donations. iMIS accommodates them all, giving me confidence that our members are billed correctly and the accounting is clean. Communications with members is also accommodated cleanly and efficiently. Review collected by and hosted on G2.com.

The only thing I wish is that it offered a bit more customization when it comes to the color scheme. Other than that, I have nothing negative to say about Stampli! Review collected by and hosted on G2.com.

Stampli addresses the problem of excessive paper use and provides a centralized location for storing all physical invoice copies. Having everything organized online is extremely convenient and efficient. The ability to quickly search for invoices online saves both significant time and money. Review collected by and hosted on G2.com.

I just wish I could spend every day working with their team. I love them all! Review collected by and hosted on G2.com.

Pixl8 has solved so many pain points for us. Here are a few of the most noteworthy problems they’ve helped us address.

Our student membership application process used to be completely manual. Roughly 600 applicants would complete a form, and a staff member had to enter each one into our AMS by hand every year, since we couldn’t previously run them through a renewal process. Now it’s all handled seamlessly through ReadyMembership.

We also used to have a take-home exam that relied on a downloadable PDF. Applicants had to print about 20 pages, handwrite their answers, scan everything, and then submit it for approval. Thanks to the Pixl8 team, our exam has now been digitized — they were able to figure out a way to make it happen!

Finally, our certification application process used to be extremely time-consuming. It involved downloading and manually completing PDF affidavits, waiting for sponsors to download the PDFs and write comments, and tracking where applicants were in the process through spreadsheets. Now the entire workflow has been converted into a 100% digital application and approval process, which has cut down a significant amount of staff time and our applicants can now obtain their certifications in a timelier manner. Review collected by and hosted on G2.com.

The interface continues to be a huge challenge for me. I have it synced with QuickBooks Online but overall do not find the user experience easy or enjoyable. I think because of this I have not dug deeper into the features or how else I could be using it. I do not feel that it's really clear what it's doing or how it's set up. I would want a simpler interface, better instructions and guidance as I use it. The initial setup was not very easy, it took me a while to figure out. I do remember feeling overwhelmed by the setup and interface. Review collected by and hosted on G2.com.

BILL AP/AR saves time by eliminating the need to print, mail, and deposit checks. It speeds up our A/R process when clients pay electronically, helping cash flow. Review collected by and hosted on G2.com.

a more customizable proposal so that my brand and the particular sections I want are included. It'd be nice to just build a document with my logo and even font. I'd like to have an intro, maybe a section where there are different levels and the client can select what services they want, then pop in with timeline to get started, terms and conditions, etc. Some steps can be a little confusing as far as editing services or editing agreements and ensuring the agreement is signed but then billing can start immediately or at a certain date. Review collected by and hosted on G2.com.

I use Anchor to consolidate proposals, agreements, and payments all in one place, simplifying the tracking of scope, billing, and terms. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, while Refrens works well overall, there are a few areas for improvement.

Some advanced features and integrations can be expanded further, especially for scaling businesses. Occasionally, minor performance lags or UI refinements could be improved for a smoother experience.

The AI features are useful but still evolving, and there is scope to make them more powerful and insightful. Also, adding more depth in reports and customization options would make it even better.

That said, none of these are major issues, and the platform continues to improve over time. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, Refrens helps solve the problem of managing invoicing, quotations, payments, and basic accounting in one place. Earlier, handling these tasks across different tools was time-consuming and prone to errors.

With Refrens, everything is streamlined — creating professional invoices, tracking payments, and managing client data becomes quick and organized. This reduces manual work and improves accuracy.

It also helps in maintaining a professional image with clients through well-designed documents and smooth workflows. Overall, it saves time, increases efficiency, and allows us to focus more on business growth instead of operational hassles. 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.

I honestly don’t have any complaints or dislikes about the software. It more than meets our needs and does exactly what we require. Review collected by and hosted on G2.com.

Aplos helps us keep our accounting clear and concise, with reports that are easy to understand. It saves us time and reduces our accounting expense. It also makes it easier to maintain clear records of our donors and contributions. Overall, it lets us keep all our records—income, expenses, budget, donations, and more—in one easy-to-use place. Review collected by and hosted on G2.com.

What I dislike about Tabs is less about major flaws and more about the typical friction that comes with implementing a powerful billing system.

On the UI/UX side, while it’s clean overall, there are moments where more advanced workflows (like complex contract configurations or edge-case billing rules) aren’t as intuitive and require a bit of trial and error. There’s definitely a learning curve once you move beyond the basics.

Integrations have been solid, but getting everything mapped correctly during the initial setup took time. Aligning data between systems—especially if your CRM or accounting setup isn’t perfectly structured—can require extra effort and validation upfront.

From a performance standpoint, it’s generally reliable, but large data operations (like bulk updates or historical adjustments) can occasionally feel a bit heavy.

Pricing-wise, like most billing platforms, it’s an investment. The ROI is there, but it becomes clearer over time as you scale and fully utilize the platform. Early on, it can feel like you’re paying for more capability than you immediately need.

Onboarding and support are helpful, but implementation still requires internal alignment.

For AI and intelligence features, while useful, they still feel like they’re evolving. Overall, most of the downsides are tied to the complexity of billing itself rather than Tabs specifically, but it does mean there’s some upfront effort required to get everything running smoothly. Review collected by and hosted on G2.com.

Tabs is solving the biggest pain point we had with billing—too many manual processes stitched together across different tools. Before, we were juggling spreadsheets, our CRM, and our accounting system just to get invoices out the door and make sure everything tied correctly. Now it’s all centralized, which has made a huge difference in both speed and accuracy.

For me personally, the biggest benefit is how much time it’s saved during each billing cycle. What used to take hours of double-checking formulas and reconciling data now happens in a much more streamlined way. The UI makes it easy to see exactly what’s going on with each customer, and I don’t have to dig through multiple systems to get answers.

The integrations have also been a big part of that improvement. Data flows more cleanly between systems, so we’re not constantly fixing mismatches or chasing down discrepancies. That alone has reduced a lot of back-and-forth internally.

Performance-wise, it’s reliable enough that I don’t have to think about it—it just works when we need it to, especially during critical billing runs. And from a ROI standpoint, it’s been worth it just based on time savings and fewer errors, which ultimately impacts revenue accuracy.

Support and onboarding helped us get to that point faster than expected, especially on the scheduling side of things. There’s still effort required on our side, but having guidance on how to structure things properly made a difference.

One thing I didn’t expect to rely on as much is the AI layer—it saves us a lot of time. And having our contracts easily accessible is a nice benefit.

Overall, Tabs has taken something that used to feel pretty fragmented and made it much more controlled and predictable, which has been a big win for our workflow. Review collected by and hosted on G2.com.

Nothing major, we've implemented a good feedback loop with the Sequence team and they've been very receptive so far. It’s been a smooth experience, and we’re excited to see the team keep improving the product. Review collected by and hosted on G2.com.

We needed a billing setup that could handle a range of pricing models without adding complexity. Sequence gave us that flexibility and reduced the amount of manual intervention needed from the team. 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.

Freshbooks seach works really well for me and I havn’t had any issues with it. The payment fees feel a bit high and payment integrations like strip and PayPal make it simple for clienta to pay in the way that works best for them. Review collected by and hosted on G2.com.

It keeps my invoices, expenses and payments all in one place, so I don’t lose track of billable work anymore. Moth end is a lot less stressful now, and I have much better visibility into who has paid and who still hasn’t thanks from my side, Freshbook. Review collected by and hosted on G2.com.

While GrowthZone is a strong platform overall, there are a few areas that could be improved. Some features are not as intuitive as others, which can require extra time to learn or locate within the system. Occasional system updates or changes can also disrupt workflow if not clearly communicated in advance. Reporting capabilities, while useful, can sometimes feel limited or require additional customization to meet specific needs. Additionally, certain processes involve multiple steps that could be streamlined for efficiency. Despite these drawbacks, the system remains functional and effective, but refining these areas would enhance the overall user experience. Review collected by and hosted on G2.com.

GrowthZone solves many of the challenges associated with managing membership organizations by centralizing data, automating processes, and improving communication. It eliminates the need for multiple systems by combining membership management, billing, event registration, and website updates into one platform. This has significantly reduced manual work, minimized errors, and saved time for our team. The automation of dues billing and member communications ensures consistency and efficiency. Additionally, having real-time access to accurate member information allows us to better serve our members and make informed decisions. Overall, GrowthZone has streamlined our operations and improved both staff productivity and member experience. Review collected by and hosted on G2.com.