Actuarial Software

Coming from a one-time purchase software that has unlimited tax returns was hard to adjust to however since we've been able to grow our volume so much we've been able to lower the cost per credit to prepare a return. Review collected by and hosted on G2.com.

ProConnect allows us to increase our efficiencies by being able to serve more clients without having to bring on additional staff = higher margin. Review collected by and hosted on G2.com.

What I like least about Sage is that there is so much to learn. I had to take alot of training classes in order to just use what I would use for my everyday job. This system unfortunately not be for everyone. I'm a super fast learner but even this was difficult to use starting out and was really confusing. Also, the trainers weren't very good to me. I learned alot just trial and error onmy own- playing around with the system. There is still so much for me to learn as well and it seems as though the learning never ends. I also do not think I have access to the customer support, I believe just our leadership does. Which means I have to reach out to multiple people in order to get help with something. The trainers only helped at the beginnig, but not to use going forward. Review collected by and hosted on G2.com.

Sage is solving to get our grants in the system but I am still not using everything that is offered fully. I feel llike I still do not know everything yet, even though I have been using this for almost a year now, I believe. Review collected by and hosted on G2.com.

It's difficult to see how much PTO or Vacation I have used. I would love to see that metric available always. In order to find that info, I have to run a report and manually calculate how much time I have charged to those categories. I also find that the reporting component is difficult to pick up, so I think that can be streamlined a bit. Review collected by and hosted on G2.com.

Easily and auccrately charging time among various projects as well as submitting expense reports Review collected by and hosted on G2.com.

If I were to have one dislike of the system it is this, sometimes the user interface feels a little clunky. A lot of the people who use the product in our business need more of an easy-to-use interface. Review collected by and hosted on G2.com.

We've used NetSuite to save time and money on payroll processing and bill payments. We've also gained greater visibility on who is spending what and when. We have established workflows that help us manage spending / signing authority limits and spending approvals. We've upgraded our PO processes to make them more streamlined and user friendly. And the list goes on and on and on. Review collected by and hosted on G2.com.

What I liked least about FloQast was the initial learning curve for the team. While the platform is user-friendly, getting everyone up to speed took some time. Review collected by and hosted on G2.com.

FloQast addresses several key challenges in our accounting processes. One major problem it solves is the inefficiency of the month-end close. By automating reconciliations and streamlining workflows, it has significantly reduced the time and effort required to complete our close process.

Additionally, FloQast enhances collaboration within the team, ensuring everyone is aligned and accountable for their tasks. This transparency has minimized miscommunication and errors, leading to more accurate financial reporting.

The benefit of these improvements is twofold: we not only save time and reduce stress during the close, but we also gain greater confidence in our financial data, which supports better decision-making within the organization Review collected by and hosted on G2.com.

They don't have a native integration with one of our AP tools: the workaround is pretty straight forward with a CSV upload/download process that Rillet's engineering team customized for us, but I'm hoping they roll out a native integration at some point. There's no fixed asset register yet. Review collected by and hosted on G2.com.

Book close, rev rec, open AR, ARR reporting, Stripe reconciliations, visibility of prepaid schedule Review collected by and hosted on G2.com.

There is not much I can say I dislike. I could nitpick at a few minor features, but it would be doing a disservice to the platform. However, if I had to select one improvement I wish would be made, it would be the ability to generate production order from the inventory replenishment screen. Review collected by and hosted on G2.com.

Set an implementation plan, have full team buy-in, dedicate the resources needed to meet the plan, and execute the plan. Review collected by and hosted on G2.com.

We are seeing benefits in almost every aspect of our business including reductions of inventory on-hand, improved cash collections, data entry processing time, IT cost savings, and my personal favorite A 75% REDUCTION IN PAPER USAGE. Review collected by and hosted on G2.com.

Abound does an amazing job with their present day service offering - however, I would really like to see the catalog expand. Supporting more document types would allow us to use Abound as an all-in-one tax filing solution and not rely on multiple vendors. Review collected by and hosted on G2.com.

We use Abound for our tax filing purposes, especially 1099 filing and the related TIN verification process.

When it comes to 1099 filing, we have been able to easily integrate their API with our core backend systems. This allows us to automatically file documents, handle corrections and voids with little to no manual work. As for the TIN verification service, it is very fast and straightforward to use, which helps us reduce the risk of errors and ensure compliance.

We were satisfied with the ease of integration and automation of these processes, as it reduced the day to day manual efforts to minimum, while our customers are satisfied with a stable and efficient service. Review collected by and hosted on G2.com.

Nothing to add here as I found the platform to be very intuitive and user friendly. Team has been prompt with their assistance. Review collected by and hosted on G2.com.

Our company facilitates peer-to-peer lending and we are perhaps the largest in the country. So naturally we handle a large number of transactions on a daily, weekly and monthly basis. This leads to a lot of data being generated. To manage and reconcile this data, we are using Kosh. The platform has features like monitoring unresolved transactions and generating customs reports which my team and I find extremely beneficial. Review collected by and hosted on G2.com.

Side Menubar should have the option to slide to the left side of screen when the reports are being viewed. Review collected by and hosted on G2.com.

QuickBooks Online has took a prime spot in maintaining our organisation's Accounting and Financial analysis areas.

1. Tax Calculations: Complex tax calculations and compliance with tax liablity law are hectic at the period end. QBO with its feature of segregating tax component from the total invoice/bill amount have made it easier.

2. Financial Analysis: Any business that thrive to make its existence in the market will need a better analysis team that is driven by the tech analysis. Various Reports in QBO covers wide range of areas in the business that may be Human Resource cost, Product Cost, Financial standings of business period after period have been in the important role in analysis. Review collected by and hosted on G2.com.

The program seems to freeze up or is tying to catch up with the speed of use. Not sure if it is doing updates during the day but it can stall work for minutes. Review collected by and hosted on G2.com.

Right now is helping us keep track of when people are not doing their timesheets and how often. The reports we pull are helpful with knowing if we are keeping in compliance with timekeeping. Review collected by and hosted on G2.com.

some time falsly show duplicate invoices. Review collected by and hosted on G2.com.

Save time and better control over cash and better sync with ERP . No duplicacy , Powerfull Al tool . Review collected by and hosted on G2.com.

Pricing of the ClearBooks software after the 30-day free trial might make it unattractive for small businesses with a tight budget. It would be great if they can come out with more affordable pricing policies for the small businesses. Review collected by and hosted on G2.com.

With ClearBooks the Accounting & Bookkeeping process has become much simpler and chances of errors have reduced significantly. As a small business owner, with ClearBooks installed in my business I can now focus on the core business operations while leaving the accounting function on it. Review collected by and hosted on G2.com.

The only problem I've had over the years is that occasionally the bank connection will stop of automatically disconnect. It's not a huge problem but definitely a minor inconvenience. Review collected by and hosted on G2.com.

Freshbooks makes it easy to do my accounting, invoicing, and project estimation, all from a simply to use application. It also makes payment processing extremely easy. Review collected by and hosted on G2.com.

Report Section would be good to add also a total column Review collected by and hosted on G2.com.

Cryptoworth stands out as a powerful and user-friendly crypto accounting subledger tool. Its comprehensive features, excellent customer support, and ability to handle complex digital asset transactions make it a valuable solution for businesses and financial professionals in the crypto space. Review collected by and hosted on G2.com.

It would help if some of the reports were a little more changeable to my particular needs. The reports are all the basic reports I need, just would like a little more flexibility when I want to do a little research. Review collected by and hosted on G2.com.

One of the biggest headaches with our old system was that a single customer could have only one ship-to address. We do a lot of drop shipments for our dealers and it has been great being able to enter and save multiple ship-to addresses for a single bill-to customer. Review collected by and hosted on G2.com.

The mobile app doesn't yet support businesses which have multiple currency transactions. This is something they're aware of and are working on. I've been using this for 9 years, new features are far between. I wish there were more external integrations, as well as a visual editor to produce custom styled invoices. Review collected by and hosted on G2.com.

Try it, you'll love it. Even if you're not well versed in accounting, the layout makes for easy management of your business accounting. For more complicated entries, I've simply relied on a quick call to an accounting firm and took care of the entry. So even more complex entries are well handled. Use the mobile application to understand the full potential of Kashoo. There's a new revamped version soon to be released that will include better dashboards and automated data entry, so look forward to this. Their online webinars are totally worth checking out. Review collected by and hosted on G2.com.

As a small business owner, I need to be able to take care of my accounting whenever and wherever. Kashoo allows this. I don't have any formal accounting training, so I needed a software I could easily learn. Review collected by and hosted on G2.com.

Customer support can be difficult to work with, whether it’s their staff not knowing how some features work, providing incorrect responses, or giving canned answers for the wrong issue. I feel like they've improved over the past year, but it’s still a challenge. The chat experience still feels like you're just a ticket in their queue, not like you’re having a real conversation with a human. Review collected by and hosted on G2.com.

Bonsai provides a single platform for managing proposals, contracts, and time tracking, all the way through to invoicing. It’s helped my team and me build a structured process for customer engagements and has streamlined everything related to time tracking and billing clients, making the entire workflow more efficient. Review collected by and hosted on G2.com.

The only downfall I can think of is if you are unaware of how the system works you can't take full advantage of it. I don't know that this is a Blackline fault, more likely it is a failing of my company for not offering more effective training on the system when someone new starts. Review collected by and hosted on G2.com.

Now that I have more of an idea of how Blackline can be used I believe it will help eliminate a lot of manual extraction & manipulation of data. I'm excited to see how much time I can claw back and use in more useful ways. Review collected by and hosted on G2.com.

Coming from the Booke software, I think the Sovos validation checks is a little bit more confusing to follow. I am starting to understand it overall as I have used Sovos for about 3 years, but it just seemed more complicated on how to run it, as well as how to follow the trail, compared to the Booke software (at least at first).

It can take a little bit of time to run PDFs of the statements to review outside of the system, but overall I don't have any dealbreakers that would make me switch to a different platform. Review collected by and hosted on G2.com.

It makes our reporting very efficient and easy to meet our regular deadline involving reporting. Review collected by and hosted on G2.com.