I like how simple ReInvestWealth is and how much time it saves me. Transaction reconciliation and categorizing are quick, and everything is neatly organized with the extra information my accountant needs, so he doesn’t have to keep messaging or emailing me for documents. Connecting my bank account for automatic reconciliation works really well. When I can’t connect an account, uploading PDFs or CSVs for reconciliation is pretty handy. I also like being able to connect an AI assistant like Grokbot to make rules and exceptions, which further streamlines the process and lets me focus on running my business and making money. Setup was super easy. Review collected by and hosted on G2.com.

The only hiccup I ran into was connecting my RBC accounts. My business credit card is through RBC, but ReInvestWealth could never connect because of RBC’s two-step authentication, which can’t be turned off. Review collected by and hosted on G2.com.