G2

Ieva G.

Accountant

Mid-Market (51-1000 emp.)

2/4/2026

"Streamlined Cash Receipts and Bank Reconciliations."

5/5

What do you like best about Proclaim?

Cash Receipts and Bank Reconciliation

Recording receipts against invoices is straightforward, and I can apply payments either partially or in full across multiple matters. The bank reconciliation tools are solid as well: I regularly import bank statements, match them to ledger entries, and work through any exceptions. Overall, this helps tighten cash control and cuts down the time I spend on reconciliations. I also run ageing reports to monitor overdue balances and identify collection priorities. These reports can be exported to Excel for further analysis or shared with the team for client discussions. Review collected by and hosted on G2.com.

What do you dislike about Proclaim?

Limited Reporting Flexibility:

Proclaim offers standard reports, but customisation is pretty limited:

Creating bespoke financial reports often requires exporting to Excel and tweaking.

The report designer is less intuitive than modern BI tools available now, so tailoring reports to specific accounting needs can be very time consuming and you have to be familiar with SQL. Review collected by and hosted on G2.com.

What problems is Proclaim solving and how is that benefiting you?

Our processes were fragmented and time consuming. Time recording, billing, and client financial data were spread across different places, which increased the risk of errors and made it difficult to get a real-time view of aged debtors, WIP, and cash flow. Month end close involved significant manual reconciliation, and producing management reports meant exporting data and then reworking it in Excel. Tracking disbursements and ensuring accurate VAT treatment also required extra checks, which slowed down routine finance tasks.

Proclaim has allowed our accounting processes to be more centralised and controlled. Time recording, billing, disbursements, and client balances are now managed within a single system, improving data accuracy, visibility, and overall oversight. Review collected by and hosted on G2.com.