Reporting Software

Complexity for Beginners

While Tableau is user-friendly in general, some advanced features like calculated fields, LOD expressions, or table calculations have a steep learning curve.

Example phrasing: “Some of the advanced features like LOD calculations can be tricky for new users to pick up quickly.” Review collected by and hosted on G2.com.

Data Visualization & Storytelling

Turns complex raw data into interactive dashboards, charts, and reports.

Makes insights easy to understand for non-technical stakeholders.

Data Consolidation from Multiple Sources

Connects to databases, spreadsheets, Salesforce, and more, bringing disparate data together in one view.

Faster Decision-Making

Real-time dashboards and drill-down features help identify trends, anomalies, and KPIs instantly.

Self-Service Analytics

Empowers team members to explore data themselves without depending on analysts for every report. Review collected by and hosted on G2.com.

No nothing to dislike about this, it helped a lot to read our business data. Review collected by and hosted on G2.com.

In our organisation there are many line of business and under which there 1000s of sales people, through power bi we are now easily analyse LOB wise business, month on month, week on week and day on day, it shows the business and sales productivity comparsion, graphcs and chart. Also it helps our management to make decision faster and support in preapre the sales strategy & planning. It improved data transparency across teams and made performance tracking much easier for management and othe superiors. Review collected by and hosted on G2.com.

If I had to pick something, it’s that there’s a bit of a learning curve at first with figuring out the different views (tables vs. timeline, etc) but once you get things set up, it’s smooth and well worth the effort. Review collected by and hosted on G2.com.

Before monday, we were using spreadsheets to keep track of jobs, and it eventually became a bit of a mess. With monday, we can track roofing jobs, schedules, and communication all in one place, which has helped us stay more organized. It’s cut down on missed details and the constant back-and-forth check-ins. I can manage crews and projects with more confidence now, even when I’m juggling multiple jobs at once. Review collected by and hosted on G2.com.

We have been one of the oldest user of this platform and when we had a small number of team members that time using this platform was quite expensive for us but gradually when dorto grew bigger and the number of a staff also increased then it became a great tool for us to manage each and every thing related to our work culture and streamline daily operations of our business. Review collected by and hosted on G2.com.

Connecteam also make sure that daily operations of our company is being executed properly. As dortoservices is a completely service based startup, so we need tools like these to manage our day to day workforce challenges in the organization and manage all the tasks and assignments and ti-do list on time. Review collected by and hosted on G2.com.

If you forget to open a link in a new tab, you'll probably go down a rabbit hole and lose whatever view you were working from and then have to track your way back to it, which is sometimes annoying. Date selection for some reports is a bit clunky (better than it used to be, but still, the drop downs are finicky sometimes). The transaction line limit for imports is needlessly small (300 lines for a JE import last time I checked). Review collected by and hosted on G2.com.

It's speeding up bank recs, it's streamlining expense recognition and invoicing. Review collected by and hosted on G2.com.

Custom report writing is a bit cumbersome and takes some learning especially when it comes to understanding reporting groups. When adding new accounts the user needs to be aware that the new account may not be properly mapped to one of the groups and could therefore put reports out of balance. Review collected by and hosted on G2.com.

Allows front line staff to enter purchasing requests that are approved by management cutting down on mistakes and automating the workflow for purchasing. Sage also allows for importing of transactions and transaction activity from the CMS and POS systems which allows for daily and monthly revenue balancing with our core systems thereby cutting down on data entry labor and data entry errors. The internal communication system allows for audit trails and notes to be attached to transactions creating a single source for information related to the financial statements. The collaboration feature keeps things contained in the system and the cloud based solution allows executive management to stay connected when off property. Review collected by and hosted on G2.com.

Area of improvement: The EverythingBenefits area should really be evaluated. The EDI connection process could be easier. The Performance Review platform could be more intuitive. The workflow process required for this process is unreal. Not sure why the development team is not able to add commas to the dollar amounts on the Applicant Tracking platform. It looks very weird to enter a salary range of $150500 - $165900. It would look better with commas. Review collected by and hosted on G2.com.

All of the cases that we currently have open are current. Review collected by and hosted on G2.com.

So far so good. We found the integration process smooth and the platform is quite user-friendly. Review collected by and hosted on G2.com.

Earlier there were metric inconsistencies across departments – those using Tableau got different answers compared to those using Power BI. This led to unnecessary discussions and debate. Kyvos has solved this challenge, making the overall analytics process smoother and faster. Review collected by and hosted on G2.com.

One shortcoming I’ve encountered with the platform is that some features can feel a bit inflexible. Task and project management, in particular, sometimes requires extra steps or more seamless integration tools to support specific workflows effectively. Review collected by and hosted on G2.com.

Hubstaff solves the problem of missing hours, inconsistent timeshares and billing errors enhancing accuracy, eases cost tracking and saves managers time by keeping all data easily accessible.

The platform automates time tracking ensuring accurate logs, optimizing accountability and making workload management simple and transparent Review collected by and hosted on G2.com.

While HROne does a great job overall, one thing I don’t like is that it can sometimes feel a bit overwhelming for new users. Certain features take time to understand, and without enough guided support, the learning curve can feel quite steep. With a little more hand-holding during onboarding—clearer, simpler explanations and more proactive human assistance—the experience would feel far more reassuring and people-centric. Review collected by and hosted on G2.com.

For me, the biggest benefit is the human touch it adds to HR operations. By automating routine work, it frees up time to focus on people rather than paperwork. Employees feel more informed and supported through self-service access, while HR can respond with empathy instead of urgency. It creates a smoother, more transparent, and people-first experience for everyone Review collected by and hosted on G2.com.

I can't think of any specific issues, but maybe if they could introduce more formal invoicing and billing. Review collected by and hosted on G2.com.

I use ClickUp to manage projects, log tasks, and keep track of performance. It solves Customer Success Workflow problems, improves team collaboration, and enhances project management efficiency. 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.

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.

I had a particular experience where I entered the wrong information and it took a little while to figure out how to delete that particular line of information. Once I figured out the format it was easy but initially, I was stumped. Maybe if a user were able to enter notes in the same space as they're entering times, it would make things easier because the user wouldn't have to click on an entirely separate tab in order to enter notes. Review collected by and hosted on G2.com.

I use ClickTime to track my time and work tasks. It helps me know if I'm spending too much or little time on tasks and pinpoint where and when I used my time during the workweek. 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.

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.

Sometimes the system is down. It doesn’t happen very often, but when it does, it can be a bit inconvenient. Review collected by and hosted on G2.com.

Jibble helps us manage attendance and time off for our e-commerce team of around 30 collaborators spread across different parts of the world. It centralizes presence and vacation tracking in one place, making it much easier to stay organized, avoid confusion, and ensure everyone is aligned, regardless of location. Review collected by and hosted on G2.com.

We do not have any dislikes. The application meets our needs, Review collected by and hosted on G2.com.

We’re using this tool to make informed business decisions based on our data, and it’s been incredibly effective. It’s reliable, easy to work with, and has quickly become a valuable part of our decision-making process. Highly recommend it to any team looking to get more out of their data. Review collected by and hosted on G2.com.

Certain reports could offer more customization options. Review collected by and hosted on G2.com.

Keka solves the challenge of managing payroll and HR processes manually by bringing everything onto a single, user-friendly platform. It simplifies payroll processing, attendance, leave management, and employee self-service, reducing errors and saving time. This has helped us run payroll efficiently, stay compliant, and improve the overall experience for both HR teams and employees. 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.