UI looks modern and easy to navigate, which simplifies the internal team's training. Plus, the Stacks team were great with onboarding and training as well as ongoing customer support.
The automated matching in the cash reconciliation tool works well with minimal errors made. Review collected by and hosted on G2.com.
To move past the initial rollout stage and drive higher automation, we need enhanced visibility through live stats providing insights into fully automated matching rates, common error trends, accounts with the lowest automation levels, and a breakdown of transactions that consistently require manual intervention.
UI: for a cash rec tool, it needs to be a bit more interactive from the user perspective - more varied sorting and filtering, all pages displaying the checklist/bank rec that the team is working on, live status if others are working on the same account.
Journals: suggested journals for unmatched transactions, drop-downs, and pre-filled suggested info for all journal fields to speed up posting, as the user can currently complete postings faster in NetSuite by copying a previous journal.
The Stacks cash rec tool currently handles matching very well. However, the journaling functionality needs additional work. Because journaling isn't quite there yet, users are slower to fully transition to Stacks—instead, they are combining it with NetSuite, which ultimately diminishes the value-add of the new tool. Review collected by and hosted on G2.com.