Total 10 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

90%

4

Stars

10%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

9

Customer Support

10

Functionality

10

JW

Jorge W.

Mid-Market, 500+ employees

5.0
September 2025

easy setup & exceptional drilldown capability

Pros

Getting the platform up and running is easy and it's simple to operate. It can manage many different businesses, divisions and types of currency.

Cons

The ability to dig into the details is outstanding. We can go all the way down to the original bill which for us means we rarely have to open our main accounting program.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

AA

Angel A.

Enterprise, 500+ employees

5.0
September 2025

highly adaptable

Pros

The system can be fully tailored and adjusted easily when needs change. Being able to quickly insert extra columns for better data review is a major plus. The ability to click into details and export information are also key tools.

Cons

Nothing I specifically dislike. I'd like to be able to break down the data in several different ways without having to export it to Excel.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

CD

Cheryl D.

Mid-Market, 500+ employees

5.0
March 2025

expert training!

Pros

The platform has many advantages beginning with very expert and flexible trainers who help build a strong base for any successful reporting. The software lets users create an endless number of reports comparing this year to past years for review.

Cons

Beyond building reports it can combine different currencies from various units into a single reporting currency which is essential for our monthly summaries.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

DV

Drew V.

Health, Wellness and Fitness, 11-50 employees

4.0
March 2025

simple and excel-based

Pros

I love how simple it is, with all the information right there. This is a huge help and makes everything much easier. I also love being able to completely personalize my view. Having it built within Excel is another benefit as I don't have to learn a whole new program I can work from what I already know.

Cons

I don't like that it's not simple to perform multi-part searches using a control panel. I wish it could easily examine different segments of an account code to filter by both division and department more simply.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

9

Functionality

9

FB

Frank B.

Enterprise, 500+ employees

5.0
March 2025

powerful and polished

Pros

You can build reports that are polished enough for presentations or deep enough for analysis. Either way you have the power to dig right down to the original source like a single transaction or even the scanned bill itself.

Cons

Right now I have no complaints. The platform recently added a function for limited, on-demand data refreshes. My only previous issue was the lack of this and that's now fixed.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

FA

Faraz A.

Mid-Market, 500+ employees

5.0
March 2025

very user-friendly

Pros

It's very user-friendly.

Cons

No drawbacks.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JB

James B.

Mid-Market, 500+ employees

5.0
February 2025

adaptable and efficient

Pros

After the initial setup, the platform is simple and adaptable. Since adopting it, we've made our budgeting process much more efficient and added functions we didn't have before. Over the last three years, we've also incorporated more complex reports for both internal and external use

Cons

You need thorough training to understand the platform but they have expert staff who provide the instruction.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

10

AB

Amy B.

Small-Business, 11-50 employees

5.0
February 2025

easy to learn with excel

Pros

Setting up filters that work across all reports and handling budgets is smooth. It's simple to learn, easy to use and it's all built in Excel.

Cons

I can't think of anything I dislike about it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

PW

Phil W.

Mid-Market, 500+ employees

5.0
December 2024

excel-based with transaction drilldown

Pros

The product lets us construct our financial summaries in Excel pulling results straight from our main accounting system. We can also click into any account to see the individual transactions right on the sheet.

Cons

It's very simple to operate and to build your own reports in your preferred layout.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

CF

Carissa F.

Mid-Market, 500+ employees

5.0
December 2024

transformed financial reporting

Pros

This tool has totally changed how my company puts together financial statements. It's very simple to use and updates drafts rapidly. The launch was smooth and we were fully set up within the first month. We've saved countless hours in our reporting routine and have even been able to develop new types of reports we never had time for before.

Cons

The support team is first-rate! I've been extremely impressed with both the company and the product and I would definitely suggest them.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10