HOA Software

I dislike how long it initially takes to get to the needed pages. Having to open multiple tabs makes searching easier and cuts down on the amount of time I spend waiting for the page to load. It would be easier for me if everything I needed to do with one invoice could be done from the same page. I frequently have to refund invoices, and this can't be done from Intacct. I have to go to Intacct to find the information and take it to Braintree (both EFT and CC versions). There's about a week's waiting period for everything to process and sync; then I have to use Intacct to verse on one page and reprocess on another. It isn't very easy to learn at first either. Since there are so many back and forth steps, a lot of manual fixes, one thing at a time, it takes a lot of patience and asking questions. The terms are more geared towards accountants and not a billing support team. Review collected by and hosted on G2.com.

It helps me find copies of invoices for customers and reverse and reprocess invoices. All of these tasks help the customer get invoices paid and make sure the right customer is paying. Seeing all of the brand invoices in one spot helps show patterns and if any invoices aren't paid. Review collected by and hosted on G2.com.

While Donorbox is a fantastic platform, the processing fees can add up, especially for larger donations. It would be great to have more flexibility in customizing the donor checkout experience.

I would have also liked a little bit more flexibility when designing the campaign look. Review collected by and hosted on G2.com.

Donorbox has helped us streamline our fundraising efforts by providing an easy-to-use platform for collecting donations online. Before using Donorbox, we struggled with managing donor data, tracking contributions, and providing a seamless donation experience. The platform’s automation tools, donor management system, and recurring donation options have significantly improved our ability to engage with supporters. As a result, we were able to raise over $7,000 efficiently and continue growing our donor base with minimal administrative effort. Review collected by and hosted on G2.com.

This is so difficult because there aren't many downsides to the product for us. Almost no downtime in the almost 10 years we have been using it.

I would say it's ability to use other products but now it has an open API so other tools and software work together. That's a gamechanger for our trade show.

I'll keep thinking on this and update but it's game-changer! Review collected by and hosted on G2.com.

Before NoviAMS, we wre trakcing memberships using a clunky spreadsheet. That is a thing of the past.

We used to do so many manual ccounting tasks that are 100% automated and trackable using NoviAMS and QuickBoos Online.

We are saving so much precious staff time now that members can register themselves, download receipts, add their own team members, etc., using their Member Compass dashboard.

Finally, our branding appears seamless with our logo and theme and website all flowing together. We love it! Review collected by and hosted on G2.com.

There are few negative things we have to say about Givebutter; it fits very well with our usecase, but it may not be great for all organizations. This product is not (yet) competitive with some of the software larger organizations use. If you need a complex CMS, automated email engagement, rich connections and APIs, you won't find it here. Additionally, some features such as letter generation and text message outreach are definitely in their infancy.

Customer support is great at resolving issues, and the app is constantly updated, but don't be surprised if you find a few bugs in the user interface. Review collected by and hosted on G2.com.

Givebutter primarily serves as our fundraising platform and basic donor CRM. Donors can easily donate via credit card, check, or even DAF and we keep about 98% of the donation. This is perfect as it allows us to easily create campaigns, write our story, and make easily sharable social media templates for the peer-to-peer fundrasing we primarily engage in. Additionally, we use Givebutter as a simple CRM, keeping track of donor's contact information, donation history, and status of thank you letters and reciepts in one place, in a simple enough manner for most volunteers to use. Review collected by and hosted on G2.com.

The down sides that we encounter lie within in the advanced inventory management. There is a need within our organization to exlude specific locations or customers settings from reorder point auto-calculate functions. We are very location specific and would like more options available regarding inventory management. Review collected by and hosted on G2.com.

NetSuite has allowed our company to grow and evolve. We are able to streamline process and ensure that we are staying ahead of the competition. Review collected by and hosted on G2.com.

The customer is good but the waiting time to have a chat with them can be reduced. Review collected by and hosted on G2.com.

• Faster processing times and a smoother flow of payments.

• Ensuring consistency between AP/AR and accounting systems.

• Clear visibility into outstanding invoices and payment status, which enhances efficiency.

• Industry regulations and standards. Review collected by and hosted on G2.com.

We've been using it for few months and honestly I cannot think at this point of anything that I dislike. Review collected by and hosted on G2.com.

First, it doesn't charge fees that reduce the donation and this is important for our small nonprofit. Zeffy enables us to do different campaigns including peer-to-peer and it's donor managment and CRM features have reduced the time and effort need to track this information. It is like having an additional "staff member" that is cost free. Review collected by and hosted on G2.com.

I wish there was an "hours" setting that I could replace "units" with. I'm not selling goods, but hours of services. It feels a little bit off and I hope clients don't notice it. Review collected by and hosted on G2.com.

The bigest benefit is that it automatically makes new invoice numbers. I don't have to worry about forgetting and accidentily sending out two invoices with the same number. I also appreciate that clients can pay through the invoice itself using stripe, etc. Review collected by and hosted on G2.com.

A couple of hiccups we experienced using Stampli arose when we made edits to a vendor or customer name in our QuickBooks system because Stampli treated the edited vendor and customer name as new vendors and customers.Therefore, the history of transactions in Stampli were only showing under the old version of the name. Stampli is currently unable to make the change on the backend to move the transactions in batches from the old version to the new. The only option is to manually open every invoice and make the change there; however, our company has hundreds of transactions for each and cannot go this route due to time and cost restraints.

The second issue we have is when we have hundreds of invoices received from vendors in the later part of a period and it takes our staff extra time to get the invoice through the entire review process, which the invoice ends up missing the cut off period for export in QuickBooks. The problem is we close our books in QuickBooks then we need to change the date of many vendor invoices in Stampli to the first of the following, open month. Again, we have hundreds of invoices in this case and would like to see a batch option in the future to make for a quick and easy change to all invoice dates at once.

Other than these two specific issues, we love Stampli and recommend the product to others. Review collected by and hosted on G2.com.

Providing ease of mind with invoice management Review collected by and hosted on G2.com.

Nothing to dislike. The team worked almost as an extension of our team, and configured everything for us. Even after we went live, they stayed connected on Slack, and resolved our queries. Review collected by and hosted on G2.com.

Zenskar solved our three major billing headaches.

First, it automated our PLG billing completely - no more downloading usage report, manually creating invoices. Second, it simplified our revenue recognition process, making our finance team much more efficient. Finally, it gave us the flexibility to handle both self-serve and enterprise customers through a single platform. Review collected by and hosted on G2.com.

Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. Review collected by and hosted on G2.com.

Zoho Books helped us move away from Xero, which as helped us integrate with a solid suite of apps to help us deliver products directly to our customers. Books is easy to grasp, highly secure and reliable. We have never had an issue accessing it, even outside of normal business hours. Review collected by and hosted on G2.com.

The downside was not being able to use the system to send the text messages directly. To get the message and link from the computer to the students phone then send it was a bit of a hassle. A lot of my kids did not have cell phones that they were able to use so that extra step was a bit difficult to navigate. Review collected by and hosted on G2.com.

The biggest problem that I did not want to fight with was handling product to sell. Also another plus is no cash handling. Review collected by and hosted on G2.com.

I really have not found anything that I dislike. They have been on top of everything. Review collected by and hosted on G2.com.

Keeping parameters so that there is less fraud. They flag transactions for them to be looked into before they are processed. Review collected by and hosted on G2.com.

I haven't found any downsides for me. I'm a business of one person. I don't know how it works in a business with multiple employees. Review collected by and hosted on G2.com.

I got it when I started my business. I had to keep track of time, have a professional looking way to create invoices, and I wanted monthly reporting. This checked all the boxes for a reasonable price. Review collected by and hosted on G2.com.

It can be a little frustrating to have to pay for different modules, on top of the already high licence costs. We recently moved from 2017 to EMS and some functionality is no longer available. Review collected by and hosted on G2.com.

IMIS provides us with secure data management. It is easy to manage users and members alike. We can automate many routine tasks such as invoicing and reporting, as well as member joining and renewal processes. We have seen a big reduction in manual effort required of our staff, thus saving us time and resources. All of this allows employees to focus on more strategic tasks. Review collected by and hosted on G2.com.

Nothing we have seen so far. They are constantly improving as well. Review collected by and hosted on G2.com.

Integrated Quote to Invoicing - all in one place Review collected by and hosted on G2.com.

One of our biggest cons is the price tag. We are a small nonprofit and every penny spent needs to be for a good reason. It was an expensive decision for us but we have appreciated all the tools and benefits. Review collected by and hosted on G2.com.

The fundraising campaigns were something that we didn't even realize we needed but have been so great. The flexibility to have different campaigns for different needs has been great. I feel like our donor engagement and the tools to thank our donors has been so helpful. Review collected by and hosted on G2.com.

Some features are not available in my country (India) such as Payment collection from the clients and making of GST-compliant invoices. Payment collection is only available in some countries. Review collected by and hosted on G2.com.

Generating Invoices and Estimates for clients.

Sending automatic reminders for collecting payments.

Sending auto-payment receipts.

Payment collection from clients by integration Stripe payment gateway directly in Wave. Review collected by and hosted on G2.com.

The Business operations UI section offers very high flexibility, but the look-and-feel has some room for improvement. I can see that the rehaul of this section is on Tridens' roadmap, which is great news! Review collected by and hosted on G2.com.

When we manage to fully automate the »Order 2 Cash« process we will save plenty of time and resources. Monetization is currently used primarily for annual and monthly billing of our clients for cloud computing services such as secure data storage and SaaS products. Our clients are both commercial and non-commercial, and Monetization offers good distinction between the two in terms of reporting and analytics. Review collected by and hosted on G2.com.

There are a few features I've suggested to support, who have been very receptive to the feedback:

- Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing.

- Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions!

- Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. Review collected by and hosted on G2.com.

Billing

Secure file sharing and storage

Messaging

Meeting scheduler

Contract management

Forms Review collected by and hosted on G2.com.