Overall Comment:"I have been very impressed with the level of customer service they have provided. They are always willing to help, always very knowledgeable, if they haven't seen something before, they get development or another team working to resolve the issue. The transaction matching module is really neat, and I am excited to get that up and running. I am also very excited for the AI enhancements coming out. That will save our team so much time and effort around profiles alone."
I would have to say right now, transaction matching is my favorite. It's so easy to build out and the functionality is amazing. Truly helps our end users take work off their plates.
The main issues would be the profiles and reconciliations are disconnected. It would be ideal if the profiles didn't exist and the metadata of the reconciliations were easier to handle. For example, if the duration, was tied to global settings, that would be much more manageable and save a lot of time and effort every month.