KIMBERLY R.
Transportation/Trucking/Railroad, N/A employees
“Hard to use without help”
Pros
It was useful having all of my accounts gathered in one place.
Cons
It felt very complicated. It really feels like something you have to hand off to a CPA just to manage properly. When I contacted Customer Service, they told him they weren't allowed to assist which made the whole situation even more frustrating.
Rating Distribution
Ease of use
1
Value for money
1
Customer Support
1
Functionality
2
Xavier C.
Food & Beverages, N/A employees
“A lifesaver for small business owners”
Pros
This has been an absolute lifesaver for handling finances in a small business. It really stands out as one of the best tools available for keeping everything organized and under control.
Cons
Honestly, I haven't run into any downsides. It's been a fantastic tool for small business owners.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Amanda W.
Accounting, N/A employees
“organized banking and reports”
Pros
Everything feels well connected between the bank accounts and the accounting reports which makes the whole system feel more organized.
Cons
At times, the vendor tab can be a little difficult to navigate.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Allison G.
Human Resources, N/A employees
“Accountant access is fantastic”
Pros
the biggest benefit is being able to bring my accountant into the system so they can access everything directly and help manage it without any hassle.
Cons
Handling the transactions on my own has been a bit challenging and it definitely takes some time to learn how everything works.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Maxime C.
Marketing and Advertising, N/A employees
“real-time financial tracking”
Pros
Being able to access it from any device is a huge plus and the interface is simple to work with. It also connects really well with third-party apps, while the automatic bank feeds and real-time financial tracking save a lot of time. Overall, it works really well for handling business finances efficiently.
Cons
The slow loading speed can be annoying, especially when working with larger files and the monthly subscription can become expensive over time. The customization options also feel a bit limited for more complex businesses and first-time users may need some time to get comfortable with it.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Eliane P.
Consumer Services, N/A employees
“Practical solution”
Pros
It's very practical, offers solid value for the money and is easy to access whenever I need it.
Cons
I don't have any questionable points or complaints about the product.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Craig W.
Research, N/A employees
“Automates my cash flow”
Pros
It helps automate my transactions and cash flow which gives me more time to focus on growing my business.
Cons
Getting everything set up and syncing all my transactions takes a bit of extra time at first but it's definitely worth it.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Gina A.
Events Services, N/A employees
“Customer service is absolutely horrible”
Pros
Nothing positive has stood out at this point. I honestly don't have any good things to say about it.
Cons
The customer service has been absolutely terrible, the worst I've ever dealt with.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
1
Functionality
2
Wanda M.
Information Technology and Services, N/A employees
“Friendly support team”
Pros
Quite user friendly and whenever something comes up, customer service responds quickly and is very helpful. The friendly support really deserves top marks.
Cons
I haven't run into any issues with it so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Marsha M.
Health, Wellness and Fitness, N/A employees
“Help is always available”
Pros
it feels simple and whenever I need assistance, help is available. There's plenty of support to rely on.
Cons
I really appreciated the 50% introductory discount but once that ends, it feels expensive. Since I use another platform for invoicing, I'm not taking advantage of many of the included features. It would be better if they offered pricing tiers based on the specific tools you actually need.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
8
Functionality
6
NATHANIEL F.
Hospitality, N/A employees
“Love the payroll function”
Pros
The whole payroll process felt much more convenient with it. Love using it!
Cons
It performed well across the board and I honestly didn't run into any issues to complain about.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Computer & Network Security, N/A employees
“Tidy interface and smooth connections”
Pros
The interface is simple and tidy. The integrations work smoothly with other tools.
Cons
Customization options are limited when it comes to creating detailed reports.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
7
Beck L.
Accounting, N/A employees
“Lets me attach receipts to expenses”
Pros
Having the banking automation handle transaction imports has been a huge time-saver. It cuts out a ton of manual entry and being able to attach receipts straight to expenses makes tax time much less stressful. Keeping everything together in one place is a big plus and the reports run fast and give you a clear view of how the business is doing whenever you need it.
Cons
Getting started can feel a little challenging, especially when switching over from Excel or another system. A few people may feel overwhelmed during the initial setup but once that part is behind you, it works really well. The cost can also seem a bit high for smaller businesses that are just getting started, particularly if extra features like payroll are added.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Jenn M.
Consumer Services, N/A employees
“no real support”
Pros
At least it isn't tied to a single computer so it can be accessed from anywhere.
Cons
Even basic tasks take far too many steps and it doesn't handle client payments effectively. Customer service is completely useless and doesn't seem to care at all.
Rating Distribution
Ease of use
1
Value for money
2
Customer Support
1
Functionality
2
Ian C.
Accounting, N/A employees
“Very capable software”
Pros
There's a wide range of features available for tracking different financial areas of my business which makes the software very capable overall.
Cons
A few features or functions that would make the software more usable still haven't been added.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Julia N.
Real Estate, N/A employees
“Happy with my decision”
Pros
Being able to access it from anywhere has been a huge upgrade. We were using the Desktop version before and it kept logging us out and only allowed one user at a time. The online version feels much more user-friendly and my workflow has improved a lot because of it. I'm really happy we switched and now I can even take care of office work from home.
Cons
The interface is completely different from the Desktop version so getting used to the online layout took a little time at first. Still, with some training and a bit of practice, it becomes simple to navigate and understand.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Risahbh P.
Information Technology and Services, N/A employees
“Best option out there”
Pros
It has been the best and most reliable option for managing the ERP system and creating invoices.
Cons
There's really nothing to complain about, everything feels perfect from a user's point of view.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Piyush K.
Real Estate, N/A employees
“Available for all users”
Pros
It's simple to use and being online makes it accessible for everyone who needs it.
Cons
only a limited number of users can be logged in and access it online at the same time.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
7
Jean-Louis I.
Design, N/A employees
“Allows me to pay directly”
Pros
The interface is really well arranged and it connects with all the financial institutions I work with. It also takes a lot of hassle out of payroll and business tax payments by not only tracking those amounts but letting me pay them directly through the software.
Cons
The cash flow projections are pretty poor. One important feature that's still missing is the ability to track upcoming monthly bills and expenses so I can see how future payments will affect my cash position. Right now, I still have to manage that separately outside the system.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Michelle N.
Consumer Services, N/A employees
“Smooth integration with dispatch software”
Pros
Connecting it with our dispatch software has been very convenient and works without much effort.
Cons
Since the recent update, the bank transactions page has made matching transactions harder and the new look is less visually appealing.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
7