Glean - Great product to do more with less and provide greater visibility to vendor spend
June 30, 2023

Glean - Great product to do more with less and provide greater visibility to vendor spend

Zach Cooper, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Glean AI

We use Glean to manage, approve and track all vendor invoices and submit payments to our vendors. It solves multiple problems such as vendor invoice approval controls, spend tracking and management, general ledger entry, invoice payments, accrual and prepaid amortization schedules and entries, and so much much more. It's automated and its easy to use features enable us to save time and money on personnel for vendor management and AP as well as provide greater visibility on vendor spend across the entire organization.
  • Efficiency: The tool automatically brings in and codes our invoices and pulls out relevant data, saving both time and personnel costs and allowing us to focus on higher-value initiatives to benefit our organization
  • Cost: Much cheaper than adding a dedicated AP clerk and/or using other AP platforms that don't provide half as much benefit
  • Automation: The prepaid amortization functionality and automated accruals help cut down on otherwise cumbersome manual workflows and make sure we don't miss anything in our close
  • Visibility: Allowing each department and vendor approval to see historical trends and overall spend is so helpful in allowing them to build their budgets, better understand the source of increases/decreases, and overall monitor their vendors.
  • Current limitation is that they don't (yet) support credit card programs. Once they are able to import/integrate with card programs to truly have all vendor spending in one place, they will be a must-have software for all accounting/finance teams.
  • Automated invoice entry
  • Approval workflows
  • Spend tracking
  • Has saved at least one fractional headcount from being needed to run AP for a fraction of the cost as well as freeing up additional time from having to do compilation of spend tracking and department sharing.
Their cost and billing premise make sense, they allow unlimited users instead of trying to charge you for each and every head, thus allowing you to truly have spend visibility and cost consciousness front of mind for your vendor approvers. Their UI is clean and easy to pick up and understand, even for non-accounting personnel.

Do you think Glean AI delivers good value for the price?

Yes

Are you happy with Glean AI's feature set?

Yes

Did Glean AI live up to sales and marketing promises?

Yes

Did implementation of Glean AI go as expected?

Yes

Would you buy Glean AI again?

Yes

Glean is well suited for any business with multiple vendors and vendor owners/approvers. They help implement controls on approvals/payments that you can't otherwise get in QBO, allow greater visibility across the organization for vendor spend, and cut down on time to manually enter and track invoices.

Glean AI Feature Ratings

Automated Accounts Payable Processes
9
Vendor Management
9
Customizable Approval Policies
7
Financial Document Management
9
Payment Status Tracking
8
Payment Audit Trail
8
Duplicate Bill Detection
8
Advanced OCR
9