Who Uses This Software?

Mid-size companies that seek to improve the efficiency and accuracy of their accounts payable process and are using NetSuite, Microsoft Dynamics GP, Sage Intacct, QuickBooks.


Average Ratings

56 Reviews
  • 4 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • MineralTree
  • www.mineraltree.com/
  • Founded 2010
  • United States

About Invoice-To-Pay

Exclusively for companies using NetSuite, Sage Intacct, Microsoft Dynamics GP and QuickBooks and processing at least 50 payments per month. No settlement accounts. Check, ACH, credit card, virtual card payment options. Mobile access. Approval hierarchy. Built-in fraud protection. MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solution streamlining AP, giving customers unparalleled visibility and significant cost savings.


Invoice-To-Pay Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • For Government
  • For Nonprofits
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Approval Process Control
  • Bank Reconciliation
  • Cash Management
  • Check Printing
  • Duplicate Payment Alert
  • Fraud Detection
  • General Ledger Entry
  • Vendor Management

Invoice-To-Pay Reviews Recently Reviewed!


I have used many features of the mineraltree system and found each one user friendly.

Jun 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The mineraltree system seems to be ahead of most. The sync capabilities with various accounting software has made invoice paying less cumbersome. The ability to scan invoices and able to search and retrieve for verification has been eased. Our approval process is a two part and being able to simply scan, submit, verify and pay has cut down on wasted time as well as wasted money. We currently use QuickBooks and have found the sync process is easy and fast. We are able to get vendors paid and payments posted quickly. The ACH payment process in the beginning took some getting use to but now that I am use to the process, it is my preference however not all vendors we deal with utilize ACH yet. Overall, we have been very happy with all mineraltree has to offer and all their improvements over the years.

Cons: It took some getting use to but as with any software there is a learning curve. ACH payments are the most difficult if you are syncing with Quickbooks and your bank. When a ACH payment is paid its not broken out in your banking reconciliation as to who was paid it is just an amount so if you have multiple ACH payments on the same day it is not clear who is paid what. I have learned to date my payments days apart as to not have this lump sum amount. I find it very simple now and just requires a payment date to be entered in mineraltree that separates ACH payments.

Overall: Ease of tracking, reconciling and vendor payments

Slashing Time

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to capture and retain documents for review and recovery has been a wonderful resource. Being able to streamline the review, approval, and payment process with such ease has made the accounts payable process mobile which works great with our company. Most of all the continued improvement of the software impresses me. MineralTree continues to strive to fill gaps and provided services that directly benefit the A/P process .

Cons: There is still an opportunity to solve the issue of vendors that require an additional document be included with a payment. These payments are currently still done manually outside of MineralTree.

Overall: We started using MineralTree hard and fast. We utilized the multiple review & approval process, the document capture and nearly every payment method possible. We saved time being able to pull documents for audit with the great search feature. This used to be time consuming searching in filing cabinets. The payment process saves time where we used to print manual checks, stuff the envelopes and then attach the bill stub to be filed. Now it is at the push of the button. So many of my vendors have commented how they appreciate the email remittance that is sent out with each payment. Then things amped-up when Invoice Automation rolled out. This cut processing time in half.

Recommendations to other buyers: I value most the partnership that MineralTree has made with my company. When things have a hiccup and everyone has them the most important factor is how the teams respond to the challenges and the communication. MineralTree has been top notch.

Vendor Response

by MineralTree on July 13, 2016

Thanks for taking the time to review MineralTree, Kristi! Later this year you will see enhancements to our vendor remittance emails allowing you to attach additional documentation.

Great Tool To Streamline AP Invoice Entry and Payments

Jun 22, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, streamlined AP processes well, highly responsive customer service team, very collaborative and user-focused. Not a sign-up and never hear from them again kind of company - very engaged and a rarity in today's marketplace.

Cons: Would like the window pop-up for invoice entry to be larger so it fills more of the screen overall like the homepage does. Other than that, really no complaints to date.

Overall: MineralTree has been great to work with-especially in terms of feedback. When we originally started using the software, some features were missing that we really wanted to see added, so we shared our feedback with the CS Team and our requests were answered in the next two releases. That is immensely valuable as we know that if our needs ever changed and we required the software to function in a different capacity, we could work with the MineralTree team to devise a solution to fit our needs. There have been very few issues thus far, the only one worth mentioning being a glitch that caused a delay in invoice processing for a day or two; upon reporting the issue the team immediately responded and kept us informed of the status of the fix so we were never left wondering. The amount of time spent capturing vendor invoices has been greatly reduced, and errors minimized since entry is automated. Now, instead of spending time on data entry we can automate that portion and better utilize our staff for approval and review, and other more meaningful tasks that can add value to the business versus simply keying in invoices. While we don't utilize the system for Payments currently, I've personally used the software for another business and leveraged Payments. The Payments made check issue incredibly easy, especially when the check-signer was busy or out-of-town. Overall, highly recommend and very pleased.

Recommendations to other buyers: Try it!

Vendor Response

by MineralTree on July 13, 2016

Thanks for the review, Brooke. You'll be excited to hear that we will be enhancing the invoice screen in an upcoming feature release. Stay tuned!

Very effective and highly functional platform

Nov 10, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines.

Great for remote or decentralized staffing environment

Process workflow is very straightforward

Thoughtfully designed in-process management tools and reporting options

Customer support staff have been very prompt and thorough

Cons: May create some process flow challenges for smaller staffed organizations that may lack the staff leveling opportunity for the different authorization and approval levels built into the platform. I think this can be readily addressed in the approach you take to defining how the process flow will work within your unique operating group.

Overall: I think the MineralTree product configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines. In that much of our staff works remotely, MineralTree offers our multiple users an easy to navigate platform that readily allows them to focus on their part in the process for entering, approving, and paying vendor invoicing activity. The process workflow is very straightforward, offering a range of (invoice) in-process management tools and reporting options to keep each of the individual users well informed throughout the transaction cycle. While I have only interacted with their customer support staff on a few occasions, they were very prompt and thorough in responding back to my requests. Transactional history is readily accessible through a variety of different reporting and visualization options, offering a full range of accounting and financial management alternatives for tracking our Company¿s activity. I would recommend the MineralTree platform to other organizations looking to simplify the cash disbursements cycle in their Company, particularly those working in decentralized approval environments.

Recommendations to other buyers: I would recommend the MineralTree platform to other organizations looking to simplify the cash disbursements cycle in their Company, particularly those working in decentralized approval environments.

Vendor Response

by MineralTree on December 12, 2016

Patrick, we appreciate your review and are so happy to hear you would recommend MineralTree!

Capterra-loader

MineralTree has assisted me by allowing me to use email less & by tracking the history of invoices.

Mar 27, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that I may use it with Intacct fairly efficiently. My emails have gone down exponentially since we added MineralTree last year. With so many people offsite, plus with certain in-house authorizers known to lose paperwork, digital was the way to go. However, by using email to send invoices and get the approvals back, I felt like all I did was babysit my A/P email all day, not to mention that I had to stalk some people who simply refused to address the emails. Now I can have most invoices sent by email to my invoice reader account, which drops into MineralTree. I can access it ASAP, or let it read it. If the vendor has one approver, that's set up too, hence cutting down a lot of time attempting to get a simple code and approve done. Truly a time saver.

Cons: There are times I get shuttled into places I didn't attempt to go to, so the system will begin filling in account codes, the wrong approver, etc. Other times I sit waiting for my screen to move, which takes away some of the efficiency I got back from moving things out of email. About 30% of the time, I have to kill the tab, sign back in, and start over. There are times it's my fault because I clicked on something too quickly, but sometimes it just "happens". Glitches are fairly frequent compared to Intacct.

Overall: Better time management and a faster way to get items approved so I may pay them quickly.

MineralTree is the go to for AP Automation

Jun 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best part of the software is its ease of use. Setup was a breeze, and syncing is always on point. Invoice Capture is also a nice feature of the software helping assist with recurring bills that are easy to enter so we can focus on more complicated bill entry. Customer Service is incredible on the off chance there is a problem.

Cons: The biggest con I would say is its US only. If there was some way to have the software sync with our UK account as well it would be great.

Overall: I have been using MineralTree for 2+ years and can't give them enough praise. They have been a lifesaver when it comes to Accounts Payable and have contributed to countless hours saved in automating the AP process. No company should be cutting physical checks, worry about signatures, paper documents, chasing people for approvals etc. MineralTree can handle everything from invoice capture to payment and automating everything in between.

Vendor Response

by MineralTree on July 13, 2016

Thanks, Peter! We appreciate you taking some time to review MineralTree. You'll be happy to hear that we are planning to expand support to international entities as well as support international payments.

Capterra-loader

Best valued software we have added to our organization in a long time! it's so effecient

Mar 27, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Customer service is always a phone call away and willing to solve any problem that we run into. Also the software has created much needed transparency for our organization and allowed for our app process to be mobilized and no longer require executives in the office to execute. Not only does the software pay for itself we also have saved hundreds on postage!

Cons: The software has its moments where it is clunky and we are not allowed to make minor changes with completely locking or unlocking editing powers. Also it does not enable the end users to fully track their invoices with as much breath as we would hope. Then there are the little system quirks like having to constantly refresh the keys. With having multiple organizations this become quite the task when they start dropping connection. Then the other pain point would be the bathing to our GL system utilizing GP. Payment batches are delayed a day, and the invoices are all posted to one day instead of their invoice date which would be preferred. Posting at month end with two open periods is a nightmare!

Overall: Comdata cash back
Increased efficiency
Increased transparency
cloud based operating system

Initial Experience with MineralTree AP

Mar 13, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The combination of easy capture with the approval process. Paying the invoices in addition is just a great plus. Getting all three in one solution is going to be a big help.

Cons: I think the user interface is very plain in a few areas. The "Search" screen is very crude by today's standards though it is adequate. And while I understand the need for security, for anyone who works with the application all day the 5 minute timeout is a significant inconvenience. Complex passwords, two factor authentication are all reasonable to get logged in. However, once logged in there has to be some latitude for the customer to determine that their workstation is in a secure location and that the timeout can be increased.

Overall: I have found the MineralTree application to be very functional in providing us an automated process to capture, approve and pay our vendor invoices. It is easy to learn, setup and begin using. As with any application, there are a few user interface and feature changes we'd like to see... but it is light years ahead of our prior process. I think MineralTree will be a very efficient and cost effective solution for us.

Recommendations to other buyers: Only that with your integration to Intacct... I think it would be a great service for you to add the ability to pay expense reports to employees as well. You'd have to access the reports and the employee records... but the process would be identical to paying vendors. Then you'd handle all the payments from Intacct not just vendor payments.

Seamless AP automation

Mar 27, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very much like that it integrates directly with our accounting system (we use Sage Intacct). We also wanted a solution with very accurate scanning / input of invoices and that directly supported multiple payment methods. We have been very happy with Mineraltree and believe it has reduced our AP proocessing time by about 80%.

Cons: Overall we have been very happy with the software. It would be nice if you could email a copy of invoice directly from application when you need to refer it to someone for a question but overall this is a minor issue.

Overall: Reduced AP processing time about 80%.

Vendor Response

by MineralTree on March 28, 2018

We appreciate you taking the time to provide a review for MineralTree. 80% reduction in accounts payable processing time is an excellent endorsement to validate just how effective automation is and it's great that you have benefited from MineralTree. I would love the chance to thank you and have included my contact information here.

Mineral Tree - a refreshing work-in-progress

Aug 31, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Their customer service first and foremost, followed by the ease of use with the product.

Cons: The features that we would really like to see are still being developed. But who is patient in this day and age of technology?? :)

Overall: We started using Mineral Tree on a monthly trial basis in June. Overall they have been everything that they have promised. In addition, their customer service has been really excellent, which is a BIG selling point for us! We are still in the "infant" stages of working through kinks, but Mineral Tree has definitely reduced our processing time and expense for AP. They are indeed, what they claim to be, and are continuing to work on upgrading their product to improve both what they have now, and to add additional features that will be very useful to us in the future. I really like the way they work with you to set up the approval system for MT like we need it. They have been very nice to work with.

Recommendations to other buyers: I would definitely recommend that you investigate Mineral Tree for your AP needs, to see if it is the right fit for your company. They have a good, competitive product at a competitive price, and it is worth your time.

Vendor Response

by MineralTree on December 12, 2016

Judy - Thanks so much for your review! We are excited to continue our partnership and look forward to adding additional functionality in the near future.

Mineral Tree helps streamline AP Processing for SMB

Oct 14, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Solid internal control and separation of duties. Also speed at which new features and functionality are delivered.

Cons: Too many clicks to review the history and detail on a paid invoice.

Overall: I've used Mineral Tree with two different software integrations for about 2 years now. I'm impressed with the stability and speed at which improvements and new functionality is introduced. The application provides separate approval workflows for the invoice as well as the payments. This is very valuable in the organizations that I work with as invoices are approved by the various department heads, but the payments are approved by the CFO. No other bill pay solution I've found provides this separation.

Vendor Response

by MineralTree on December 12, 2016

Darla, thanks so much for your review! We're glad you love our segregation of duties functionality.

Very simple, streamlined process for paying invoices!

Jun 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love the integration with Quickbooks Online! It adds the bill automatically, then matches it to the payment that comes through the bank. So much time is saved on manual entry.

Cons: There is a small period of time when you get up and running that the ACH function will take longer to hit vendor accounts (5-7 days rather than 2-3 days). Once you get over that stage, it works great.

Overall: Saves a ton of time on AP entry and removes the need for all physical document storage.

MineralTree has been a fantastic application for our company's AP processes.

Jul 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: MineralTree eliminated our paper check system.
The user interface is intuitive.
The dual authentication process ensures system security.
Invoice validation by responsible parties is quick and easy.
Invoice approval by department heads, executives and board members can be done remotely.
Invoice payments have short turnaround time when needed.
MineralTree has made changes based on customer feedback.
Integration with our accounting software has been streamlined without dual entry for AP.

Cons: The refresh process is slow when approving invoices for final payment.
Viewing multiple invoices for payment could have better navigation.
When paying invoices, I have to scroll to see the approvers (icon) for every invoice. Should be moved up to be visible without scrolling.

invoice to pay

Aug 26, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I can access it from home

Cons: the timing in syncing with our erp

Overall: Invoice to pay works pretty good with our NetSuite program. It is user friendly and easy to access, the only issue I would say is the timing in sync'ing with our ERP. We have been using the system for around a year now. Being able to access the system away from work is good. My approvers are able to approve while out of the office so this works well. I am interested in the enhanced invoice approval workflow.

Recommendations to other buyers: not at this time

Vendor Response

by MineralTree on December 12, 2016

Thanks so much for your review, Voncellina!

Mineral Tree has made our company's AP process much more efficient.

Jun 29, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The automated capturing of the invoices, the time saved, and most importantly the customer service/MT team.

Cons: The inability to easily search for past vendor payments & invoices, from the invoice posting screen.

Timesaving

Jul 13, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Not having to file invoices and mail out checks.

Cons: The inability to make certain changes once an invoice has been posted.

Overall: Mineral Tree is a huge time saver and really cuts down on the need for filing paperwork, having to get checks signed and having to mail out checks.

Vendor Response

by MineralTree on July 14, 2016

Lynn, thanks so much for your review! For Intacct users, the only invoice field that cannot be modified after posting to Intacct is the GL posting date. In the coming weeks we will be updating our sync capabilities, at which point we will be able to support changes to that field as well. Should you have any questions about field updates, please contact MineralTree support at 855-672-9669.

AP made easy

Jul 26, 2016
3/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to navigate. Friendly customer service.

Cons: Program can be glitchy at times. A few tweaks could make the program even more user friendly. Default itemization of all invoices

Overall: MT has been a great asset to our community! Overall, I would recommend this product to any company for their AP.

Recommendations to other buyers: Offer an option to turn on/off the itemization of invoices. Allow for a full-screen view of invoices under the invoice details section. Updating the search algorithm to allow more flexibility when searching for invoices/vendors/payments, etc.

Vendor Response

by MineralTree on July 28, 2016

Thanks for the review, Ken! Currently, you can turn on/off the itemization of invoices at a company level. We are releasing a new feature in the coming weeks that updates the invoice detail screen in its entirety, but in the meantime, you can view an invoice in full-screen via the computer icon button in the document viewer. We¿d love to speak with you directly to hear more feedback - our Director of Customer Success will be reaching out to you soon.

MT Enhances Control of AP

Jul 14, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Mineral Tree automatically syncs to my clients' Intacct accounts and the customer service is exceptional.

Cons: I wish the invoice viewing portal was better designed and that the inbox email capture system was more reliable.

Overall: MineralTree is a great software for automating your AP workflow. It allows for multiple levels of control throughout the invoice to pay process. I can easily code and confirm invoices for company owners to review for payment. Additionally, invoice approvals can be required for invoices that meet certain criteria (e.g., amounts, vendors).

Recommendations to other buyers: If you have recently made changes in your Intacct account check to see when the most recent sync was. If Intacct has not yet synced to Mineral Tree the GL balance you are viewing may be wrong.

Vendor Response

by MineralTree on July 26, 2016

Thanks for the review, Zachariah! You'll be happy to hear that in the next few weeks we will be releasing a redesigned invoice detail screen that is much easier to use.

We have been using for a couple years and are very pleased. Big time saver for payables

Mar 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Low setup cost, great customer service which we have barely had to use, excellent training and updatees

Cons: Would like to see more enhancements to software/system and the ability to add documents to the system for specific vendor or inhouse use

Vendor Response

by MineralTree on March 28, 2018

Hi Jeff, Thank you so much for your excellent review of MineralTree. We continue to be thrilled with the results companies, like yours, have derived when they make the move to an automated AP process and clearly you are seeing an impact in the overall reduction of time.

MineralTree is extremely intuitive, and an effective AP tool

Apr 11, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The product is great for a small business who uses quickbooks. You can assign approvers, and manage AP efficiently.

Cons: This software can be glitchy. I would like reports which tell me which invoices are stuck with certain approvers.

Capterra-loader

Helped speed up our AP Process

Jul 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has removed a lot of the manual work and allowed for a quicker more accurate process. It is also a great value for the money!

Cons: Sometimes we have syncing issues between NetSuite and the platform, but support is quick to respond.

Capterra-loader

Easy to Use, quick implementation process, and great value for the service!

Jul 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Mineraltree is an easy to use interface with high powered tech behind it. It saves us multiple headcounts at a fraction of the cost while providing us accurate data quickly.

Cons: There is a lack of customisability which I view as both good and bad. While it hurts my user experience it shows a focus on creating a better overall product across all customers.

It's been a mostly "meh" experience

Mar 27, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: The ability to have multiple vendors send their invoices to one repository versus me having to send everything in. Also, that, for the most part, checks are being cut someplace else.

Cons: It is a very clunky software. It takes a while for pages to load or won't load at all so have to refresh the page. It's hard to navigate back to the page you were looking at RIGHT before, you always seem to have to go back to the home screen. Example- I want to review invoices for Company A. Instead of being able to click from one invoice to the next, I have to go to the search tab and re-find that company to go back to the company page, find the invoice I was looking for. Each time i'm looking at a company. Also,

What a relief!

Jul 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This software is easy to set up and easy to use. PDF'ing and creating bills in Netsuite is super convenient and the approval trails work as intended.

Cons: My only complaint is the less than real time sync with Netsuite. It's minor, but after you create bills in the platform you have to wait several minutes before they sync to Netsuite and can be submitted.

Worth every penny

Jun 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The amount of time it saved from cutting manual checks.

Cons: We've had issues when working with it in QB's hosted on Right networks. However, the customer support has been fantastic!

Overall: I am using MineralTree for a second company if that tells you anything. It seamlessly integrates, the customer support is fantastic, and built-in controls make my audits a breeze.

Recommendations to other buyers: Use it...now.

Vendor Response

by MineralTree on July 13, 2016

Thanks for taking a few minutes to review MineralTree, Sean.

Invoicing Made Easy!!!

Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The multi-tiered admin approval. This feature makes it easy for other accounting admin to approve invoices under a certain dollar amount or for invoices involving a little more verification, you can payment approvals to require more than one approval.

Cons: I don't like the new layout.

Overall: Mineral Tree has simplified the A/P processing. Easy invoice uploads, approvals, and biller portal payments all through one platform. I would recommend this product for all organizations big and small.

Recommendations to other buyers: I thinks its great.

Vendor Response

by MineralTree on October 07, 2016

Hi Shernite, Thanks so much for your review. We'd love to hear your feedback regarding our new design and layout. If you're interested in sharing your feedback, please get in touch with us by emailing marketing@mineraltree.com!

Time Saving!

Aug 26, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Approval routing and auto data entry

Cons: There have been some bugs but support team is always quick to address!

Overall: Mineraltree has saved our company an abundance of time! Eliminating data entry and the auto approval process has been a huge benefit!

Vendor Response

by MineralTree on August 29, 2016

Thanks for the review, Shannon! I'm glad MineralTree is saving OneSpace time on AP.

Easy check managaement!

Nov 23, 2015
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and a great value! Works well with my QuickBooks program.

Cons: Software updates are a little difficult like any other program changes.

Recommendations to other buyers: You have tro try it to see how easy it is to use, and see the time you save!

Vendor Response

by MineralTree on July 29, 2016

Ed, thanks for the review! We are working to improve communication about software updates and make this as easy as possible going forward.

Life Saver!

Oct 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our company switched from Concur to MineralTree and this system has been a life saver. With the connector between the system and QuickBooks Online my month end process is simple now and has saved me several business days during close. You can do the math to see the monthly and then yearly savings. The image capture feature is a huge help as well when it comes to audits. Do yourself a favor and at least give them a shot.

Pros: The customer service experience is top notch, the image capture system is above and beyond, and the automatically filled out invoicing information again saves time on every invoice.

Cons: Nothing I can even think of.

Recommendations to other buyers: At least give them a shot.

MineralTree

Sep 13, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use and implementation. Also, connects easily with bank account and ERP system.

Cons: Still feels like a small business so it's hard to get the updates or improvements we need on a timely basis

Recommendations to other buyers: We have extensively tested and used this software and have been able to see what works and what doesn't.

Good, with a few issues

Mar 27, 2018
3/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Fast Startup, easy to use interface. Replaces the need to scan A/P invoices and checks for archiving. Gives more research ability to users.

Cons: System is slow. lack of some basic tools to easily navigate. Have to use 2 logins for different roles, lack of intercompany functionality. Very hard to mass update vendor routing / approval rules. Needs to ability to designate full detail for certain vendors, summary for others.

Overall: Better more detailed control over invoice routing. Easier to determine approval has occurred when selecting invoices for payment.

MineralTree is a must have to scale your Finance Team!

Aug 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: MineralTree has saved a tremendous amount of time across our entire company. The entire accounts payable cycle is virtually automated through MineralTree. Invoices are captured and read via OCR when received via email from vendors, automatically routed to the appropriate team member for approval, and coded and posted to our ERP system by our Senior Accountant. Payments are submitted for review to the proper approvers and sent to vendors via the selected method (ACH, check, etc.). MineralTree has transformed our team and allowed us to focus our time on more value-add initiatives.

Vendor Response

by MineralTree on August 29, 2016

Thanks for the review, Jason! I'm glad to hear MineralTree is improving the AP process at your company.

Mineral Tree Time Saving

Sep 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of the initial installation of Mineral Tree.

Cons: The voice communication has some limitations. It takes a few times to reach a live person.

Recommendations to other buyers: Have a follow up meeting after the first month to discuss any issues.

Easy to use, missing some features

Nov 15, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy connection to Netsuite, bills sync in 10 min.

Cons: Still making improvements to the software, limited reporting.

Overall: Mineral Tree was easy to connect to Netsuite and I like the real time sync. Their reporting is a little limited, ie can't run a report on your own to see all invoices pending review by a certain employee. There have been a few bugs that need fixing, but Customer Service is always available to help.

Vendor Response

by MineralTree on December 12, 2016

Paige, thanks so much for your review. Our Director of Customer Success will keep you informed as more functionality is rolled out!

They send check so we don't have to

Jun 30, 2016
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: That it syncs to our financial systems and updates customer records.

Cons: Sometimes it isn't timely with the syncing between systems.

Recommendations to other buyers: Integration was easy and seamless for us and our customers

Vendor Response

by MineralTree on July 29, 2016

Thanks for taking the time to review MineralTree, Julie. You'll be happy to hear that we are releasing a product update next month that will speed up the time between sync cycles.

MineralTree Review

Jun 30, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Comments: MineralTree is a program that allows my company to pay vendors in a shared economy setting. It consolidates a lot of our work, and does make our lives significantly easier by automating our payment process.

Pros: The process of synchronizing payments with QuickBooks, and processing payments is easy to use and slick.

Cons: There have been several times when synching with Quickbooks has been significantly delayed that have hindered our workflow. Other than this, great product.

Vendor Response

by MineralTree on July 13, 2016

Thanks for reviewing MineralTree!

MineralTree Review

Oct 05, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: MineralTree is a cost effective solution for automating your AP process. We are able to send invoice approvals to managers directly through the system and it is a pretty straightforward application. We have MineralTree integrated with our quickbooks software.

Pros: I like the ease of use and without very little training it is pretty easy to get up an running and use the system. I like the approval routing features as well as the ability to upload PDF's of the invoices for review as well as having them stored electronically for our records.

Cons: We do occasionally have some issues/bugs with getting MineralTree and Quickbooks to sync regularly as they should. We typically are able to troubleshoot the problem on our own and get it resolved quickly, but it would be nice if this was a smoother integration.

My disbursement hero

Aug 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Api integration - no manual file transfers
Interface design
Ease of use

Cons: None at this time

Overall: Working with mineral tree with clients has been very easy to implement a and use. Our clients love it, our support is top notch, and they continue to release updates based on valued feedback from users and partners

Vendor Response

by MineralTree on August 29, 2016

Sharif, thanks so much for your review! I am so glad your clients love MineralTree and it has been easy to implement and use. Let us know if you have any questions going forward.

Super simple to use and relieves the workload of processing

Oct 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: After using several other disbursement products, I found Mineral Tree to be extremely easy to use. We even rolled out to a client and had them using it to approve payments before we could train them officially. It was just that simple to use for the approvals and the processing. The fact that it integrates directly to the ERP and keeps payment data updated via the API means no worrying about extracts and file transfers. We just get down to the business of paying the bills.

Pros: Integration and simple interface.

Cons: Only a few UX tweaks could be drummed up to be cons - personal preferences. Not really any true cons.

Recommendations to other buyers: Review your options and check with the competitors on how you may have to handle the data extracts. With integration via API into the major systems, and an install-able integration tool on other stand alone ERP's, you'd be hard pressed to find a more streamlined, and connected solution.

Review of MineralTree

Jun 30, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3.5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I appreciate the simplicity of the webpage, and the logical flow.

Cons: There are a lot of things that go wrong. These issues range from constant issues with synching with Quickbooks to our payee's receiving emails we have asked that they not receive.

Recommendations to other buyers: I would recommend keeping a close eye on the transaction amounts and the details for each vendor.

Vendor Response

by MineralTree on July 29, 2016

Thanks for the review, William. We are working to reduce sync errors and improve reporting so stay tuned for future product releases.

worked well enough

Apr 30, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The product worked for our business when we first started up. It did our business invoices well. No complaints there.

Cons: There are a lot more software programs that work better and easier as well as offer more for the money.

Capterra-loader

My experience using MineralTree has been great. I wish I knew about it earlier in my career.

Dec 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: -The two way communication between our accounting software and MineralTree
-Real time updates
-User friendly
-no need to print checks on our end our log into the bank to set up ach batches
-minimizes the risk of duplicate payments as it automatically marks things paid in the accounting software

Good AP software

Nov 14, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Connected to Netsuite.

Cons: Needs more work on reporting.

Overall: Pretty easy to use, connected to Netsuite really quickly, which is a good feature when it comes to closing for the month.

Recommendations to other buyers: Needs more support from reporting.

Vendor Response

by MineralTree on December 12, 2016

Helen, thanks for your review! Our Director of Customer Success will keep you informed as more functionality is rolled out.

Great for a growing company

Feb 27, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We used this product to automate the AP process in my previous company. It really simplified the approvals process. Great workflow functionality.

Cons: Not needed at all companies. This software is really for a company with high transaction volume and many approval levels.

Mineral Tree has saved many a headache!!

Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I love Mineral Tree! I no longer have to chase paper around the office or remember to pay a certain vendor in the future. All of this means I only have to "touch" an invoice once; which means I have time to focus on other tasks I'm assigned. My managers have transparency with regard to payables.

MineralTree Review

Dec 06, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the data capture elements as well as an organized way to manage accounts payable.

Cons: There are a few workflow issues; however, they are all minor and have no effect on actual operating

Overall: Our company switched over to MineralTree from a regular paper to Quickbooks system. The data capture and ease of use have been a tremendous asset to saving our company time. Quit wasting time on accounts payable and get back to working on your business.

Recommendations to other buyers: This software is for companies with relatively high invoice inflow and little time to manage that inflow.

Vendor Response

by MineralTree on December 12, 2016

Kyle, thanks so much for your review! I'm glad you are saving time with Invoice Capture - it's a great feature and 99.5% accurate!

Love it, especially with some additional features

Jul 27, 2016
4/5
Overall
4.5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use, great customer support. The most beneficial part is not having to cut the checks

Cons: Lack of mobile support/responsiveness - Add this and you'll be a very competitive product. Better User invoice approval process - Currently users have to submit an invoice, then approve. They should be able to submit and approve in the same step.

Recommendations to other buyers: Definitely streamlines our AP payment process. Eliminates paper shuffling!

Vendor Response

by MineralTree on July 29, 2016

Thanks for your review, Don! We're working to expand our mobile support, and will keep you posted on our progress. We're also continually enhancing our invoice approval configurations, and the setting that you've suggested is high on the list.

Maria Hernandez

Dec 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Cons: i like that its easy, good features

Overall: I find MineralTree to be easy. Very complex, very easy to get around, helpful tips. Customer service is always on point when being called. The features are very helpful as well.

Good solution for cutting checks

Jun 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use

Overall: I have used MT to pay checks from QuickBooks Online for the past 6 months and it has been an easy process, and saves a ton of time compared to even doing a few manually.

Vendor Response

by MineralTree on July 13, 2016

Thanks, Josh! We appreciate you taking a few moments to review MineralTree.

The most difficult system

Dec 02, 2016
1/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Always difficult and a challenge to use. There is little or no customer support. They force frequent changes of my password

Vendor Response

by MineralTree on December 12, 2016

Alan, thanks for your review. I apologize for the customer support issues you are facing. Our Director of Customer Success will be in touch and will be your main point of contact. As for your password changes, we enforce a password change every 90-days to maintain the highest level of security for our customers.

Great Way to Eliminate Manual Bill Entry into your Accounting Software

Oct 06, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The system captures almost all of pertinent invoice details and creates a journal entry for you. Additionally, it allows for level of QA and approval that was a much need control.

Cons: The system does not currently allow for Credit Memos to be synced with QuickBooks. Also the reporting has improved but could use some more refinement.

Vendor Response

by MineralTree on October 09, 2017

Thank for for taking the time to submit a review for MineralTree Invoice-to-Pay. We are thrilled you no longer have to manually enter your bills into QuickBooks!

Needs a little work

Nov 15, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Some features like split approval should be considered. Rerouting and partial approval can be helpful. Rest is very slick.

Vendor Response

by MineralTree on December 12, 2016

Hugo - Thanks for your review!

Seamless process for invoice processing

Jul 11, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Mineral tree's alert system makes sure that all parties who need to submit expense reports or freelancer invoices are able to do so quickly, and can update those involved on the status of their claims/payments without bothering our finance team constantly to check status.

Cons: The user interface isn't great, but that is more about personal preference than any functionality issues.

Mineral Tree Review

Nov 15, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: NetSuite connection

Cons: No reports

Overall: I like the connection to NetSuite and being able to view the invoice in NetSuite. I would like to see a reporting option in Mineral Tree which we could use to run reports for accrued expenses at month end.

Recommendations to other buyers: No

Vendor Response

by MineralTree on December 12, 2016

Thanks so much for reviewing MineralTree, Kelly! Our Director of Customer Success will keep you informed as more functionality is rolled out.

Easy to use accounting software

Apr 12, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: Invoice-to-pay has automated my accounts payable. It is easier to keep a check on due dates and the payment is done automatically. I recommend this software.

Great product

Oct 05, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Saves time, provides powerful capabilities to small companies.

Pros: Time saving, makes us bigger and more capable without adding accounting resources