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Small business owners and finance teams in the US who want to simplify payments, maximize cash flow, and enhance efficiency. Also ideal for US accountants seeking a more effective AP solution with se
Cloud-based solution for businesses of all sizes that helps in managing subscriptions through product catalogs, multiple payment methods & more.
It is very intuitive, and the integration with QBO makes AP and AR processes efficient and automated. All that with a low price makes this a win win for any business.
What a terrible experience, no explanation as to what is going on, no one could give me any information, and I didn't get any reply to my emails.
My overall experience with Melio has been a positive one. We have multiple locations and the approval process on each invoice being processed has been seamless.
After just a few weeks of using it, I am having today a horrible experience: a payment of $39,000 to my vendor was not processed.
The best feature I found in melio is invoicing which helps in sending invoices to your client/customer and collect payment easily. I also liked interface and the software was easy to use.
I can't trust this group with my financials. If this is the type of service I get trying to make a payment, imagine what would happen in the case there was a mistaken withdrawal.
Melio is a great product we recently had the opportunity to discover. I was very impressed at how easy it integrated to our accounting in Quickbooks.
Checks are lost, sent twice, logged as deposited when not.
They provide outstanding technical and customer support and they will hold your hand until you're finally happy.
Building reporting can be a bit complex & it can be pretty slow to pull certain reports. Inability to link between multiple data sources in reporting which can be frustrating.
On the other hand, the integration of the software with others in the market is very good, such is the case of our CRM that joins perfectly with Zuora.
I don't like the limited data verification in the software. For example, there is no email address validation in API when creating Contacts.
I loved how almost everything I and my company wanted to monitor, such as the money we had coming in and the success of certain products within our catalog, were all possible through Zuora.
Sometimes can be confusing with how it sends to Z billing but for the most part I don't have much to complain about.
They had just purchased Zuora and it was my job to implement it. It was a seamless and great experience.
It’s so slow, it has delayed my sales process by A LOT.
Xavier: Hi, I'm Xavier. I'm the founder of Mixtons. We are a team of six, and I would give Melio a rating of five out of five. So prior to Melio, we used to do everything manually and it made both cash flow and forecasting very difficult. So integrating into Melio allowed us to streamline our processes with our finances and just have a much more seamless process when dealing with smaller accounts, particularly those that were either within Europe or in the US as well. So we chose Melio because frankly, it was the simplest to use. The UX and UI is very intuitive. For me, I'm a dyslexic, so I typically like things to be very simple and Melio ticks all of those boxes, and I know for the rest of the team, for them to integrate and to use, particularly from a payroll and from a cash flow perspective, the feedback from them has been tremendous, and we're going to continue using Melio well into the future. So Melio is probably one of the easiest platforms that I've ever onboarded with. They've got really intuitive UX and UI, but on top of that, they've got really helpful guides. And through their email, they actually send out some really useful handbooks that allow you to understand different parts of their processes. And I didn't actually realize how much they did, but every time they send me another email, it seems that their product and software is much more powerful than I even realized. So I'm still learning, I'm still figuring it out, but in terms of onboarding, it was very simple. So in onboarding with Melio, the only thing I would recommend is making sure that you sit with your team and you make sure that everybody is up to speed on what the changes are going to be, particularly if you're coming from a manual background. Because it's so simple, sometimes it can feel a little bit too good to be true, and some team members may find it more difficult to switch over from old processes onto new ones. So I'll just make sure team clarity is up there as a priority.
Jared D.: I'm Jared, customer success manager. And I would give Zuora a four out of five stars. And for more reviews like this, click the link below. So with Zuora, we are able to charge and manage all of our subscriptions for our SaaS company. So for our annual agreements, if customers are charged annually, quarterly, monthly, we're able to house all of those different products for those different subscriptions within Zuora. And manage those and update those as needed. And then all those funds can be paid out into our bank and recorded on our financials. What we liked most about Zuora was how well that it integrated with our platform. Also, their support team was great. Their onboarding team was great. So getting it implemented, which I know I didn't directly oversee, but I knew there was a lot of concerns about getting everything implemented and migrated over from Strike that we were using before. But from what I saw post import and migration, everything went extremely well and their team was very responsive and very happy to help work out any kinks to get us set up with Zuora correctly. The thing that I'd say I'd like the least is Zuora is... You do have to have a good amount of training in it and be well versed in it to navigate the platform itself. It's not extremely intuitive. And it's a little bit complicated to make certain adjustments and changes and tweaks for different products that you want to set up. And especially with different packages that we were selling, to get all of that set up in the platform definitely took some time. And we had people on our billing team that were Zuora experts that we had to go to for things that you would think would be a little bit more simple. So very powerful tool, able to do a lot. It's just that you do have to work with it quite a bit to get familiar with it. And the actual interface itself maybe feels a little bit dated and a little bit clunky.
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Melio
Zuora
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