Total 1406 reviews

4.3

All reviews are from verified customers

Rating Distribution

5

Stars

57%

4

Stars

28%

3

Stars

8%

2

Stars

2%

1

Stars

5%

Satisfaction score

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

KR

KIMBERLY R.

Transportation/Trucking/Railroad, N/A employees

1.0
October 2024

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

XC

Xavier C.

Food & Beverages, N/A employees

5.0
October 2024

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

AW

Amanda W.

Accounting, N/A employees

5.0
October 2024

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

AG

Allison G.

Human Resources, N/A employees

5.0
October 2024

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

MC

Maxime C.

Marketing and Advertising, N/A employees

5.0
October 2024

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

EP

Eliane P.

Consumer Services, N/A employees

5.0
October 2024

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

CW

Craig W.

Research, N/A employees

5.0
October 2024

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

GA

Gina A.

Events Services, N/A employees

1.0
October 2024

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

WM

Wanda M.

Information Technology and Services, N/A employees

5.0
October 2024

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

MM

Marsha M.

Health, Wellness and Fitness, N/A employees

4.0
October 2024

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

NF

NATHANIEL F.

Hospitality, N/A employees

4.0
October 2024

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

A

Anonymous

Computer & Network Security, N/A employees

4.0
October 2024

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

BL

Beck L.

Accounting, N/A employees

5.0
October 2024

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

JM

Jenn M.

Consumer Services, N/A employees

1.0
October 2024

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

IC

Ian C.

Accounting, N/A employees

4.0
October 2024

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

JN

Julia N.

Real Estate, N/A employees

5.0
October 2024

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

RP

Risahbh P.

Information Technology and Services, N/A employees

5.0
October 2024

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

PK

Piyush K.

Real Estate, N/A employees

4.0
October 2024

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

JI

Jean-Louis I.

Design, N/A employees

5.0
October 2024

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

MN

Michelle N.

Consumer Services, N/A employees

4.0
October 2024

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