In love with
Updated August 19, 2015

In love with

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Overall Satisfaction with

My company offers outsourced accounting services. is one of the technology solutions in our bundled service package. The main problem it addresses is managing Accounts Payable for our clients. We are no longer shuffling paper; no checks to print, no envelopes to stuff, no stamps to adhere, and no paper to file. It's a dream!
  • As mentioned previously, it's a paperless solution. That alone is a huge selling point!
  • My clients can have multi-level approval processes in place, should that be important to them. (such as department supervisor first, and CEO as the second approver)
  • Vendor payments can be set up ahead of time, so that you will never have another late payment again.
  • Each client has a dedicated fax number and a dedicated email for their account, making it easy to put A/P processes in place for clients and vendors alike.
  • On the A/R side, invoicing customers and being paid electronically is fantastic! I personally use to automatically invoice my clients each month; and I'm automatically paid as well.
  • Accounts Receivable is good, but not great. The biggest problem for clients is attempting to manage A/R from the portal when their staff does not have access to the accounting software. In QB, jobs are added as sub-names to Customers for easy management of multiple projects. In those jobs are synced (and appear to be) separate Customers, not jobs associated with Customers.
  • I'm not a fan of the reports in, but I don't personally see that as an issue because I can run reports in the accounting software.
  • Increased efficiency
  • Streamlined processes
  • Easy collaboration
I have not used or evaluated any competitors; however, I have used several banks' bill-pay function which I find to be wholly inefficient and time-consuming. is well suited for a business that pays many vendors. It is not well suited for a business that processes 15 or less vendor payments per month; however, using the A/R side to invoice clients and get paid electronically can more than make up for that shortfall.


Aside from what I've already mentioned, they are continually improving the product and has a fabulous team! Implementation Support Reliability