What are the best aspects of this product?
I love that FinancialForce integrates seamlessly with Salesforce. The app is easy to use which helped us to smoothly transition from Salesforce. It is simple to pull financial data into Salesforce dashboards and reports.
What aspects are problematic or could work better?
I have issues with FinancialForce reporting as it needs the services of a specialist programmer to write reports. Plus, the feature lacks a scheduling functionality to send out reports and I cannot run dashboards and graphs from the reports. It is difficult to find programmers to write reports for our company. Another drawback is with action views where I cannot schedule financial info to be sent to our employees and management.
What specific problems in your company were solved by this product?
We have smoothly integrated FinancialForce with Salesforce and this has helped to eliminate manual data entry, improve data integrity, and offer real time info to our management which helps them make smarter business decisions. The app is helping us to scale our company to greater heights without hiring full-time employees.
Are you a current user of this product?
Yes
What is your role with this product?
How long have you been using this product?
1-3 years
What is your company size?
11-50 Employees
What is your industry?
Financial Services
How many people in your company actively use this product?
most employees
How long is your contract with the vendor?
1 year
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