Financial Edge (legacy) vs. NMI Merchant Central

• Financial Edge is well suited for traditional day to day accounting, accounts payable, and related needs.
• Financial Edge dashboard does not provide a snapshot view of data that I have found are available through other platforms (like QBO).

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It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.

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• Financial edge is able to be customized in a way that fits our organization.
• Financial edge is able to provide reports to our end-users on budget versus actual account balances.
• Financial edge is able to handle a large volume of transactions with ease, having built-in capabilities for batching and balancing.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• the new clients can be onboarded within minutes and this stands out among other competitive applications
• has ROI calculator within the website making it hassle free
• Shows up risk flags of clients with special monitorX

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• Customer service blames the customer, and never offers solutions other than "wait it out." I've always been told it's my computer, even though everyone else at my work has the same issues.
• Website is constantly "under maintenance" and it somehow never gets better.
• The Database View is outdated and glitchy. Honestly get rid of it.
• The Crystal Report is the only way to handle monthly recurring statements, and Financial Edge does not offer support for it anymore. Good luck figuring that out on your own.

• Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
• Workflow customization is not easy for all users and can require some coding skills on the back end.
• Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's user friendly, when it wants to be.

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I would give this a zero if I could. Here's the deal. Once you request a chat with a representative, they immediately respond. So responsiveness: 10/10. However, they have a tendency to (always) tell you that whatever problem you're experiencing is your problem, not theirs. They offer no solutions and never take responsibility for their website malfunctioning

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

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Financial Edge is more economical than GuideStar, and more focused on the financial successes than simply the management of funds and general data.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Like any enterprise software, there are costs/investments ahead of return. It isn't something you would implement without support.
• During the significant financial downturn, we were able to use FE to forecast trends and make budget adjustments easily. It transformed communication about forecasting and cuts with assurance.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
• The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
• Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info