TrustRadius: an HG Insights company

SOFI

Score9 out of 10

1 Reviews and Ratings

Features

Top Performing Features

  • Configurable Accounting

    Configure accounting rules and segments for each chart of accounts

    Category average: 7.9

  • Standardized Processes

    Centralize financial management to facilitate standardized financial processes

    Category average: 8

  • Journals and Reconciliations

    Automate and synchronize ledgers and processes

    Category average: 8

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.2

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.2

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.2

  • Global Financial Support

    Account using multiple ledgers, multiple currencies, and multiple entities

    Category average: 7.8

  • Primary and Secondary Ledgers

    Record and report across multiple currencies and accounting standards with primary and secondary ledgers

    Category average: 7.9

  • Journals and Reconciliations

    Automate and synchronize ledgers and processes

    Category average: 8

  • Configurable Accounting

    Configure accounting rules and segments for each chart of accounts

    Category average: 7.9

  • Standardized Processes

    Centralize financial management to facilitate standardized financial processes

    Category average: 8