Craig Solomons
Owner
Exchange rate makes budgeting a yearly argument
We use about a third of it and pay for all of it. Excellent free education and certification content. Beyond that it is more ordinary than the marketing suggests. It sits squarely in the middle for us, useful but not something I would champion. I would shortlist it, not necessarily pick it.
What works
Sales teams adopt it voluntarily, which is rare. The interface is clear once you learn it.
What does not
There is no local accounting integration without Zapier. Support escalation is slow on technical issues.
Response from the vendor12 Jun 2024
Thank you for the review. We are glad the compliance side is working well for you. On the reporting point, we would like to show you what is possible with the custom report builder, so please book a session with our team.
