Float Cash Flow vs. Wrike

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

Incentivized

I believe it's well suited if you have multiple jobs/projects that you need to keep organized. We work with multiple job types from print/creative to web, copy and digital ads so it helps us stay organized. I don't think it would be suitable for a company that doesn't have a lot of jobs to manage. We average over 1,200 requests a year.

Incentivized

• Cash flow management.
• Forecasting out how much you can spend.
• Quickbooks integration.

Incentivized

• Excellent dashboards that are easy to use and give amazing insights.
• User friendly interface that is also easy to interact with.
• Lot of integrations.
• Robust project and task management features.
• Facilitate seamless team collaboration and communication.
• Highly customizable and multiple project views.

• Quickbooks integration could be improved to automatically include recurring transactions.
• Pricing is a little steep for smaller businesses.

Incentivized

• Email alerts sometimes send too slowly.
• If you put a project on hold, it can be hard to find it once you are ready to return to it.
• Sometimes there are too many steps/tasks and the main page can get cluttered.

Incentivized

I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.

Incentivized

It does take some time and work to really understand and use it properly, but I think the accessibility to help and documentation make that completely feasible. Once you know how to use it, I find it to be very user-friendly, and have very few complaints.

Incentivized

Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.

Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX

Incentivized

During my learning phase with Wrike, I initially struggled with setting up automation rules and request forms. However, Wrike support was always my go-to, resolving issues within seconds or minutes. Their assistance made the learning process much easier. My best experience was receiving step-by-step screenshots to follow, with the support team on standby until I was completely satisfied.

Incentivized

We had staff in person provide some training

Incentivized

I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.

Incentivized

There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group

Jira did not at all help us get our work done as content creators. I think that was because Jira wasn't quite right for our uses. Wrike fits our needs so much better. I can't tell you enough the relief I felt when we adopted Wrike and I never had to use Jira again.

Incentivized

company purchase

Incentivized

The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business

I do not use professional services.

Incentivized

• We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
• We are able to make adjustments to our contractors and services to grow our business faster.

Incentivized

• Different teams (e.g., contracting, compliance, provider relations) can view updates in real time, comment directly on tasks, and escalate items when needed.
• Wrike allows us to template the contracting process (from intake to signature) to ensure consistency across payers and reduce administrative overhead.
• Leadership can see the status of negotiations at a glance, identify bottlenecks, and prioritize resources accordingly.

Incentivized