HOA Software

Our experience with Donorbox has been generally very satisfactory, but we have found some areas for improvement. For example, the dashboard is currently only available in English and French, which can be a barrier for teams that communicate exclusively in Spanish. Having an interface fully translated into Spanish would further facilitate navigation and the full utilization of all its features. Review collected by and hosted on G2.com.

So far I have not had any problems and I have not needed assistance. Review collected by and hosted on G2.com.

The user interface can feel outdated and unintuitive at times, especially for new users. Navigation between modules isn't always seamless, and basic tasks can take a few extra steps compared to other platforms. The reporting tool, while powerful, has a steep learning curve. Building custom reports or adjusting templates often requires technical knowledge or admin-level access, which slows down self-service reporting. Initial implementation takes time and often requires third-party consultants. Some features that should be standard—like advanced billing or multi-entity consolidations—may come at an extra cost. Also, certain modules lack flexibility unless custom-built. Review collected by and hosted on G2.com.

Sage Intacct is helping us streamline and automate our financial processes—especially around accounts payable, receivable, and multi-entity consolidations. Before using it, we struggled with manual data entry, scattered spreadsheets, and delayed reporting. Now, we benefit from centralized data, real-time financial insights, and faster month-end closes. It solves the challenge of managing complex financial operations across departments and entities. With Sage Intacct, we’ve improved accuracy, reduced manual errors, and saved time on reconciliations and reporting. It also ensures compliance with audit trails and supports better decision-making with reliable, timely data. Review collected by and hosted on G2.com.

I wish I had more options when editing transactions because some of our staff aren't widely tech savvy and make mistakes. It kind of sucks having to delete a transaction and re-post it because some things can't be edited. I think admins should have that ability. I would also like to look at the different transactions that are in each pay out in order to balance our books easier. Review collected by and hosted on G2.com.

The credit card fee being covered by the donor is fantastic. Also, it makes it so easy to be able to look up specific donors and compare totals between different campaigns or years. It's much easier to view what you need on GiveButter than it is on QuickBooks 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.

Our experience with Bill.com has been extremely disappointing. Their verification process is an absolute nightmare — we were asked to submit the same documents 4-5 times, and even after doing so, they continued to flag issues without providing any clear resolution.

What made this worse was the quality of their support. Every interaction with their support team felt like going in circles — no real ownership, no actionable guidance, just the same scripted responses that don’t actually address the problem. It's clear that their internal processes and customer support infrastructure are broken.

We chose Bill.com expecting it to simplify our AR workflows — instead, it created more headaches and delays. We’ve wasted far too much time on something that should be straightforward. I would strongly advise others to consider alternative solutions before committing to this platform. Review collected by and hosted on G2.com.

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Zeffy disburses funds on a weekly basis so we have to wait a bit before the donated funds are available to us. In our situation this isn't really a problem but I suppose it could be for someone else. Review collected by and hosted on G2.com.

As a small nonprofit, we don't get donations every month. The company we were previously using to process our donations decided to add a monthly fee whether we received donations or not. We did not want to have to pay the monthly fee. Zeffy does not charge a monthly fee or a transaction fee. Review collected by and hosted on G2.com.

I like this product but there are some issues which i faced during my usage. As a user I have to post multiple transfer entries from one bank account to other. so I cant do this via upload csv for this i have to do multiple manual entries. Review collected by and hosted on G2.com.

Netsuite is mainly helping us in Accounting. It helps us in monitoring Inventory accurately and recording accounts payable via PO. This is very helpful and make our work easy. With the help of this we can easily monitor inventory, In this way it is helping us. As we have multiple transaction with the help of import facility we imported those transactions and easily record the same. Review collected by and hosted on G2.com.

more expensive that other platforms but it perhaps does more Review collected by and hosted on G2.com.

We’ve been using iMIS for years, and with ISG Solutions as our trusted partner, the experience has only gotten better. iMIS is a powerful, flexible platform that allows us to manage member data, events, fundraising, communications, and more—all in one place. Its ability to integrate with other systems and adapt to our evolving needs has been a game-changer.

We recently completed a successful migration to iMIS EMS, and it went incredibly smoothly thanks to ISG’s expert guidance and support. They helped us prepare every step of the way—ensuring our data was clean, our customizations were preserved where needed, and our team felt confident navigating the new environment. The transition has opened the door to even more functionality and improved performance.

What truly sets our experience apart is the support we get from ISG. Their team is knowledgeable, responsive, and genuinely invested in our success. Whether we’re tackling a complex integration, implementing a new module, or simply need advice, ISG brings the insight and expertise we count on.

The combination of iMIS’s robust capabilities and ISG’s strategic partnership has helped us streamline operations, make data-driven decisions, and better serve our members. We couldn’t ask for a better team or a better platform.

Use Case: Membership management, event registration, fundraising, reporting

Liked Best: Integrated functionality and outstanding support from ISG

Liked Least: Nothing significant—any issues we’ve had were quickly resolved by ISG

Highly recommend both iMIS and ISG to any organization looking to elevate their member engagement and operational efficiency. Review collected by and hosted on G2.com.

Not too much. It is one of my vendors that I am very happy with. If I had to have a suggestion, it would be on the savable templates. They are not editable in a way that streamlines our processes, so we generally have to create a brand new template or deal with the way its done. (add a line in the template at the top for alphabetical purposes vs. having to add at bottom). Also, I wish there were more customizable workflows. We have to manually select the workflows b/c we have many managers for similar invoices. I wish we could have workflow templates we could select vs. having to manually add approvers. Review collected by and hosted on G2.com.

Having the proper approval workflows, easy account coding and direct import into our system; streamlining payments to vendors; easy database for invoice management Review collected by and hosted on G2.com.

Limited number of clients on the basic plan.

Some advanced accounting features are missing, so it’s not ideal for complex bookkeeping.

Reporting options are basic if you're trying to do deeper financial analysis. Review collected by and hosted on G2.com.

FreshBooks is helping me manage my finances more confidently as someone new to accounting and freelancing. Before using it, I found it difficult to keep track of payments, client invoices, and expenses. FreshBooks has made invoicing simple and professional, allowing me to send bills quickly and even set up automatic reminders for clients. It also lets me track the time I spend on each project and record expenses in an organized way, which is helping me understand how much I’m actually earning from each job. The clear dashboard and simple reports make it easy to see where my money is coming from and going, even though I don’t have an accounting background. Overall, it’s saving me time, reducing confusion, and helping me build better habits around managing money in my early career. Review collected by and hosted on G2.com.

The UI, though clean, could benefit from a few more customization options to suit different team workflows. That said, the support team has been very responsive, and once everything is set up, the system runs smoothly. Review collected by and hosted on G2.com.

DualEntry has actually sped up our month-end close. What used to take days of reconciliation is now just hours, courtesy of its smart bank matching and AI-driven transaction categorization. It automatically extracts data from our payroll (Payfit), HR systems (Zelt, Oracle HCM, IntelliHR), and revenue streams (Salesforce) with fewer exceptions and no more data silos. The result? A faster, more accurate close process and a finance organization with more time to think about strategy, not about spreadsheets. Review collected by and hosted on G2.com.

Not so much. They have provided a free sandbox and allowed us to implement and test the product without any upfront payment. They also stayed connected via Slack and helped us with queries after implementation. Review collected by and hosted on G2.com.

Manual billing was a bottleneck for our growth. Zenskar came, automated it all, and helped us scale up across different geographies. Review collected by and hosted on G2.com.

• Would benefit from more customized templates specific to branding and marketing

• Mobile app can be limiting for more advanced tasks Review collected by and hosted on G2.com.

As a real estate agency operating in Mauritius, Zoho Invoice has proven to be an invaluable tool for managing our billing process with efficiency and professionalism. From creating VAT-compliant invoices to issuing sales receipts and quotations for property transactions, the system is both flexible and robust.

One of the standout features is its seamless integration with Zoho Books, allowing us to sync invoices with our accounting records, track payments in real time, and generate detailed financial reports. We also appreciate the multi-bank support, which lets us clearly present our account details across different banks (Absa and MCB in our case) directly on the invoices.

The ability to automate reminders, customize layouts with our branding, and include detailed property descriptions (such as plot numbers, location, and agency commission breakdowns) enhances the client experience and reduces manual follow-ups.

Support from the Zoho team has been excellent—prompt, knowledgeable, and willing to go the extra mile. Review collected by and hosted on G2.com.

They are still building out new features that would be helpful for our team. The team has implemented new capabilities to support our pricing structure. Since these features require updates on their end, we appreciate their willingness to enable them quickly so we can make edits ourselves. Their responsiveness and commitment to setting us up for success is truly valued Review collected by and hosted on G2.com.

MonetizeNow is helping us streamline and optimize our CPQ process. Review collected by and hosted on G2.com.

I have no criticism of the software at all. It is a great product. Review collected by and hosted on G2.com.

It is a great product. Highly recommended. Review collected by and hosted on G2.com.

We were able to reach our goal of $10,000 in a month-long campaign. FanAngel's fee of 7% allowed us to keep much more of the funds that we raised, compared to the 20% fee of a competitor platform that we used last year. I highly recommend FanAngel. 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.

This isn't something I dislike about FreeWill specifically, but I'd like to see more data on the long -term longevity of some of these commitments. Will we actually see the bequests from people who leave us in their will through FreeWill when they are in their 30's, 40's, and 50's? Review collected by and hosted on G2.com.

We used to utliize the national featureship and that brought us 60 new contacts and $8 million in commitments so it helped us sifnificantly increase the number of people who left us in their will. We have since downgraded and now it allows us to offer our current members a way to create a will for free. Review collected by and hosted on G2.com.

While Zoho Books is overall a fantastic platform, there are a few areas that could be improved. The biggest one for me is the limited customization in certain reports and templates—sometimes I wish I could tweak layouts or add specific fields more freely. Also, the learning curve can be a bit steep for beginners, especially when exploring advanced features like workflows or integrations. Lastly, while support is generally helpful, response times can be slower during peak hours. But none of these are deal-breakers, and the regular updates show that Zoho is actively listening to feedback. Review collected by and hosted on G2.com.

Zoho Books is helping me solve the biggest pain points in day-to-day accounting—manual data entry, delayed invoicing, and GST compliance headaches. Before using it, I had to juggle multiple tools to manage billing, track payments, file returns, and generate reports. Now, everything is in one place and flows automatically.

It’s especially valuable for managing accounts receivable and payable, real-time financial tracking, and tax filing—all without spending hours each week. The automation (like recurring invoices, bank feeds, and payment reminders) has freed up a lot of time, which means I can focus more on analysis, decision-making, and supporting clients rather than just recording transactions.

In short, it’s made accounting not just faster, but smarter. Review collected by and hosted on G2.com.

There were no downsides that I ran into with the 12-15 projects that we did. Review collected by and hosted on G2.com.

It is helping us raise more money than we have ever raised in our organization. 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.