Excel nightmare no more.
February 25, 2014

Excel nightmare no more.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Allocadia (legacy)

Overall Satisfaction with Allocadia

Allocadia is currently being used globally by our field marketing department to manage our budget, track spending, and facilitate the approval processes for invoices.
  • Customer experience is key and Allocadia delivers exceptional service. The support team is fantastic and issues are resolved quickly.
  • The tool lends itself well to customization, which has been especially helpful for us. For example, we have developed approval reports to streamline the invoice approval process and we have been able to customize the tags to see what has been committed, paid, etc
  • The drag and drop feature can be a little finicky on the budgets tab. You have to have just the right touch to get something to nest properly.
  • There is a strange glitch sometimes when selecting a vendor in the actuals tab: No matter how many times I'll select a certain vendor from the drop down, it will somehow choose a random different one.
  • It would be cool if the amounts entered into the PO panel could automatically total up and populate the forecast field.
  • Increased efficiency in budget tracking, proper coding, approval process, making sure finance actuals match marketing actuals.
Previously we were using Excel spreadsheets. This was a nightmare, as the entire spreadsheet would be ruined if one formula was off.
We have found great success in using the tool for our approval process. Coding everything in a one-off process was cumbersome and invoices would often not get paid on time. Now, we have streamlined everything on a weekly basis.

Using Allocadia

We will never go back to using spreadsheets. We have already invested considerable time in getting our process to where it is.