We run inventory on the Plus plan and it is accurate enough that we stopped keeping a parallel spreadsheet. That was the whole reason we upgraded and it paid off.
Pros
Bank feeds connect to every institution we use, including our small credit union.
Cons
Useful features keep moving to higher tiers, so staying still costs more over time.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Patrick Paredes
General Manager, Vertex Machine Works
United States·Retail·11 to 50 employees
4.0
Mar 7, 2025
Used 6 to 12 months
It does the job and my bookkeeper is happy
Reporting is the part I underrated. Class tracking lets me see profit by location without exporting anything, and I run the same three reports every Monday in about two minutes.
Pros
Reporting is deep. Class and location tracking answers questions other tools cannot.
Cons
Useful features keep moving to higher tiers, so staying still costs more over time.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Yosef Delacroix
Head of Operations, Vertex Machine Works
Canada·Nonprofit·1 to 10 employees
5.0
Mar 7, 2025
Verified userUsed less than 6 months
It does the job and my bookkeeper is happy
We run inventory on the Plus plan and it is accurate enough that we stopped keeping a parallel spreadsheet. That was the whole reason we upgraded and it paid off.
Pros
Reporting is deep. Class and location tracking answers questions other tools cannot.
Cons
Sales tax setup for economic nexus took our accountant a full afternoon.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Brendan Desai
People Operations Lead, Lantern Creative
United States·Healthcare·11 to 50 employees
1.0
Jan 31, 2025
Used 1 to 2 years
Support is the worst part of the product
Renewal came in 22 percent higher with no notice and no new features. When I called to ask, the rep offered a discount I had to ask for. Charging loyal customers more and rewarding whoever complains loudest is a choice.
Pros
The mobile app is good enough to capture receipts on the road.
Cons
The interface carries twenty years of features and common tasks sit too many clicks deep.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Quentin Donovan
Studio Director, Clearview Windows
United States·Marketing·51 to 200 employees
4.0
Jan 24, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Every accountant we called already knew it
We moved off spreadsheets two years ago and I have not thought about the ledger since. The bank rules learned our vendors within about six weeks and now roughly 90 percent of transactions categorize themselves. My accountant pulls what she needs without asking me for anything.
Pros
The mobile app is good enough to capture receipts on the road.
Cons
The price increases every year at renewal, and the increases are not small.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Spencer Sharma
Office Manager, Falcon Ridge Landscaping
United States·Education·11 to 50 employees
5.0
Aug 18, 2024
Verified userUsed 1 to 2 years
It does the job and my bookkeeper is happy
Sales tax across four states was the thing I dreaded and it handles it. Not perfectly, and I still check it, but it tracks what we owe where and the return prep is straightforward now.
Pros
The 1099-NEC flow in January actually works and files for us.
Cons
The price increases every year at renewal, and the increases are not small.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Zachary Dubois
Office Manager, Meridian Dental Group
United States·Software·1 to 10 employees
4.0
Jul 29, 2024
Verified userUsed less than 6 months
It does the job and my bookkeeper is happy
We run inventory on the Plus plan and it is accurate enough that we stopped keeping a parallel spreadsheet. That was the whole reason we upgraded and it paid off.
Pros
The mobile app is good enough to capture receipts on the road.
Cons
The interface carries twenty years of features and common tasks sit too many clicks deep.
Canada
United States