Likelihood to Recommend We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.
Read full review Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.
Read full review Pros Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators. Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does. Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users. Read full review Gathering information needed for registration. Making the registration process efficient. Guiding us through the process when we hit snags. Read full review Cons It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often. It will be nice to have visual (graphs, etc.) report template available It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too. Read full review Better navigation. More marketing and make it very reachable to customers. Login is difficult. Read full review Usability I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.
Read full review UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.
Read full review Support Rating I have not needed support yet
Read full review The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.
Read full review Alternatives Considered Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft.
Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.
Read full review ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.
Read full review Return on Investment Increase team transparency Increased reporting Read full review Better speed. Better quality for optimal cost. Saves a lot of time. Read full review ScreenShots