Dancing Numbers vs. Fortra’s Automate

Dancing Numbers is ideal for small to medium-sized businesses needing an easy-to-use, cost-effective accounting solution, particularly during transitions from manual bookkeeping or other software. It’s especially useful for firms with basic accounting needs or limited expertise, offering automation for routine tasks. However, it may not be suitable for large enterprises with complex financial operations, businesses requiring advanced customization, or those in highly regulated industries. It also might fall short for companies with extensive international operations or high transaction volumes.

It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.

Incentivized

• Bulk Data Import
• Bulk Data Export
• Bulk Data Delete
• Data Conversion
• Software Integration

• Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge.
• Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed.
• Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items.

Incentivized

• A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
• An "OR" in their conditional statements - currently there is only "AND".
• Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).

Incentivized

I’ve been using Dancing Numbers for a few months now, and overall, it’s been a great experience. The platform is user-friendly and intuitive, making it relatively easy to navigate even for someone with a moderate level of accounting knowledge. The automated data entry and reconciliation features are particularly helpful, saving us a significant amount of time and reducing manual errors.The integration with various accounting systems is a big plus, allowing us to seamlessly connect with our existing tools. Customer support has been responsive and helpful whenever we’ve had questions or needed assistance.However, there are a few areas where Dancing Numbers could improve. While the core functionalities are strong, some advanced features feel a bit limited compared to competitors. Additionally, the pricing structure could be more flexible to accommodate different business sizes and needs.Overall, Dancing Numbers is a solid choice for businesses looking to streamline their accounting processes with a reliable tool, though there’s room for enhancement in certain areas.

It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.

Incentivized

Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.

Incentivized

Incentivized

• It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
• Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.

Incentivized