# Page 2 | Chase Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Chase Software the right Job Costing solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/206180/Chase-Software/reviews

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Chase Software

4.7 (77)

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Last updated March 13th, 2026

# Page 2 - Reviews of Chase Software

## Showing most helpful reviews

Showing 26-50 of 77 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BG

Brett G.  
Financial Manager  
Financial Services  
Used the software for: 2+ years

### "GreymatterFinch Chase Product Review"

July 12, 2023

4.0

Happy overall. No issues with the produce itself. A few support issues which were dealt with effectively resulting in some great service down the line.

Pros

The customisation available (to date) has added value to operations.

Cons

It is challenging to learn (complex software).

Review Source

rF

roger F.  
Traffic Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase review -Integer hotspot 2022"

April 26, 2022

5.0

Overall EXCELLENT experience and cannot imagine functioning effectively without chase . Seamless opening of job bags and attach any external documents which is imperative especially know in these covid times with a lot of members working remotely .tasking and allocating work with ease and the ability to see immediate capacity with the resource planner function . Raising CE and ease of generating PO's ,invoices etc and especially having financial information instantaneously

Pros

Very simple an easy to use . Many feature which streamline all internal processes .. Customised for each Agency and its unique needs .

Cons

no real negatives i have experienced and need improvement on . have had some minor tech issues with Office 365 etc but these are quickly resolved

Review Source

Response from Chase Software

May 18, 2022

Hi Roger, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

SW

Shirley W.  
Finance and Operations  
Marketing and Advertising  
Used the software for: 2+ years

### "Brillaint product"

May 24, 2022

5.0

The initial setup was easy and the subsequent support invaluable. The Chase Insight was set up so easy and is perfect for our clients needs

Pros

The support we get is invaluable and Chase is so easy to use

Cons

Nothing, it is perfect for our needs and we have not had one issue

Reason for choosing Chase Software

We did not have an alternative

Review Source

Response from Chase Software

June 2, 2022

Hi Shirley, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

LF

Liza F.  
Finance Operations  
Media Production  
Used the software for: 2+ years

### "Brilliant software"

June 10, 2022

5.0

I was tasked to customise Chase to be SOX complaint, which initially seemed like a daunting task . However the Chase team were great at ensuring my questions were answered fully, while giving throughout advice and insights on Chase functionality. The process landed up being seamless. We had training sessions & manuals made up for us. Chase is a world class platform, the functionalities are top notch and makes reporting super easy.

Pros

Easy to use, efficient, a few clicks gets the job done in literally seconds. Also the flow from one document to the next is so quick as it's all linked. Brilliant layout and flow.

Cons

Nothing I really enjoy using this platform.

Review Source

Response from Chase Software

June 14, 2022

Hi Liza, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

JE

Jackie E.  
Account Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase software overview"

September 21, 2022

5.0

The experience is good. It's efficient and easy to use and whenever I get an error exporting etc, the team helps speedily.

Pros

The tracking of job numbers for me is the easiest way to track even the oldest job numbers that one needs to search for. The collaboration with Sage helps our accounting firm to do their jobs more easily too.

Cons

I unfortunately dont make use of evey aspect of chase because currently in my capacity we dont need it. maybe one day I will become more familiar with more aspects of chase.

Review Source

Response from Chase Software

October 3, 2022

Hi Jackie. Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Easily tracking job numbers and the statuses of these jobs is something we built purposefully - to quickly find the first to latest job created in Chase. Integration with accounting packages is another element we pride ourselves in. Making finance-life easier for agency and accountants. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

NS

Noluthando S.  
Financial Accountant  
Sports  
Used the software for: 2+ years

### "Finance Perspective"

July 7, 2022

5.0

So far the system is working best for finance, as we get to see when jobs are finished and get to prompt the production people that jobs need to be closed.

Pros

Segregation of Duties. The people who are responsible for the Jobs they create get to track the job's progress. Then finance gets to approve billing instructions, issue client tax invoices, approve suppliers and make supplier payments.

Cons

The production people who are suppose to get the feel and the know about the software, but always ask the finance people how the system works. Yet Finance are the last people in the chain of events.

Review Source

Response from Chase Software

August 18, 2022

Hi Noluthando. Thank you for taking the time to complete our review. Your patronage towards Chase and transparent review is highly appreciated. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

AF

Anna F.  
Financial Controller  
Marketing and Advertising  
Used the software for: 2+ years

### "Support in CHase"

March 14, 2023

5.0

We have an amazing New Account Manager \[sensitive content hidden\], he has totally transformed my experience with Chase. This has opened up so much learning and improvements its totally mind blowing. Every session we have to review or be trained i learn not only what we are supposed to discuss. But he shows me other features and gets really involved in finding solutions. So pleased he is our AM and it has totally transformed my working life.

Pros

Once you understand the logic of the database, the choice is endless of the reports and navigation within the system via Insights

Cons

Its taken a long time to learn all the features. The system is so big that you cannot comprehend all that it includes and constant training is a must.

Review Source

YM

Yvonne M.  
Head of Brand/Marketing  
Accounting  
Used the software for: 2+ years

### "Chase Software "

June 13, 2022

5.0

Overall experience has been impressive and the Account Executives and Support teams have been readily available to assist with refresher training and resolving technical issues.

Pros

This software has been crucial in the reporting and campaign management of our in-house creative agency process. The platform is user friendly and reports clearly outline the time allocations for each task.

Cons

The on-boarding process for new license users can be disjointed given our internal IT criteria.

Reason for choosing Chase Software

Software was chosen given that it is the preferred platform for advertising management. In our effort to develop/shape in-house capabilities, it made sense to use similar tools to those applied by external advertising agencies.

Review Source

Response from Chase Software

August 18, 2022

Hi Yvonne. Thank you for taking the time to complete our review. Reporting is the backbone of decision making and we're glad we contribute positively towards campaign management, amongst other business elements. The world class level of support you receive from your dedicated account manager and our support centre is a part of our product offering that will never change and sets us apart from the rest. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

SA

Sally A.  
Group Financial Controller  
Marketing and Advertising  
Used the software for: 2+ years

### "Easy to use, fully customizable"

October 26, 2020

5.0

The Chase team have a can-do attitude. They have worked with me continuously to adapt their systems to the many changes that have arisen in our business, both on the process and reporting side. Turnaround on queries is fast and support is always available at crucial times.

Pros

Chase makes it easy to track and control every aspect of a job: from the quoting stage, to billing, tracking suppliers' orders and payments, internal and external communication about the job and capturing of time. Everything is done in one place! Menus are easy to follow, documents are simple to look up, progress can be followed by a series of tasks and charts. Access and integration to other systems is fully customizable. This system can be configured for both small and large businesses with the desired level of control in place every step of the way.

Cons

Currently there is a separate module for the BI portion of the product. Most general reports can be obtained directly from the main modules, but in-depth custom reports are obtained through a different module. Looking forward to when everything is available on one platform.

Review Source

Response from Chase Software

November 13, 2020

Hi Sally Thanks for your continued support and the great review you've shared with us. We're proud to be working with you and the Publicis team, and we can't wait for you to see our new releases in the near future!

BA

Belinda A.  
FINANCIAL MANAGER  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase review"

May 10, 2023

4.0

Cashflow management has become easier and quicker

Pros

Ability to be up and running with Chase is quick and seemless.

Cons

Some of the reports are not set-up properly, has incorrect values.

Reason for choosing Chase Software

Cheaper and quicker to install

Review Source

AS

Amanda S.  
Managing Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase Software Review"

June 23, 2022

5.0

Benefit: ability to translate and track billable hours

Pros

The best feature of Chase is the amazing support team - there are similar products in the market, at similar pricing but what sets Chase apart is the wonderful service we get for the support teams. Fast, efficient and very helpful.

Cons

Nothing to report on the negative - have only had positive reports from staff and personally find the system useful and effective

Review Source

Response from Chase Software

August 18, 2022

Hi Amanda. Thank you for taking the time to complete our review. Correct, using a world class application is one thing, receiving interstellar levels of support when required pushes your experience to an unmatched level. This is an element of our product offering we pride ourselves in. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

KB

Kimberley B.  
Marketing Co-Ordinator  
Information Technology and Services  
Used the software for: 1-2 years

### "Chase Software saves me so much time"

December 5, 2022

5.0

With Chase I can track expenditure and most importantly with the reporting break down Brand expenditure, department spent and category allocations

Pros

I use Chase software mainly for loading all the invoicing incoming for our Marketing and Sales Departments and also to invoice out to our Suppliers. The most important thing is also the excellent reports that I can generate at each month end. Chase have been absolutely amazing and Genevieve has really gone the extra mile by taking the time to also understand our business and then adapting/adding/changing various things in Chase to meet our needs. Once you know and understand what Chase can and cannot do it is really easy to use. I think the most important thing as well is the service and aftercare that you get from Chase. There is nothing they wont do to try and assist where possible. Its great knowing that no matter what my query is/has been \[SENSITIVE CONTENT\] has always been there to provide support and also great suggestions.

Cons

I don't have any comment here as most of the issues that I had were very easily resolved by Chase and their customer support

Review Source

lP

lily P.  
Production accountant  
Marketing and Advertising  
Used the software for: 2+ years

### "user friendly"

August 17, 2022

5.0

nothing that needs to be resolve, user friendly

Pros

very easy to work with, love chase and don't have any issues

Cons

nothing that i don't like about this system, for me it does the job

Review Source

Response from Chase Software

August 24, 2022

Hi Lily. Thank you for taking the time to complete our review. Ease of use is crucial in todays fast paced work environment and I'm glad we contribute positively to that requirement. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

AC

Adrianne C.  
Glorified Accounts Clerk  
Marketing and Advertising  
Used the software for: 2+ years

### "Overall Chase review"

May 8, 2023

4.0

You know I love it. Life would be horrendous without Chase for me and for the rest of us in Finance.

Pros

Ease of use. Reports that are crucial to what I do. Integration with Sage which Chase (Rovigo) assists with if there are issues. It would take a week to get hold of Sage and another to get a solution. Just generally all round ready to assist. Especially for a Gogo.

Cons

Would like a few more report options on Work type codes.

Review Source

JRJ

Jode Reece J.  
Traffic Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase"

February 10, 2022

5.0

Amazing! I absolutely am a HUGE Chase fanatic and the support team are absolutely amazing.

Pros

Planner - it is the easiest and most effective project management tool on Chase.

Cons

If Chase and Teams could fully integrate, that would be life changing for project managers.

Review Source

PM

Pamela M.  
Debt Collector  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase Feedback"

May 25, 2023

5.0

A lot really, the features are just good

Pros

as a finance person, i find chase easy to use, because we get our reports done well on time. Tracking jobs costs etc

Cons

None, the product is good to use. The help option need to be a bit flexible

Review Source

LB

Lumka B.  
Finance Admin  
Marketing and Advertising  
Used the software for: 2+ years

### "An entry level finance admin review"

August 18, 2022

4.0

Pros

The planning, being able to manage job costs and being able to pull out clear and concise financial reports which are easy to understand.

Cons

What I liked least about this software is that there isn't an app on Google Play or the Apple Store 😅

Review Source

Response from Chase Software

August 24, 2022

Hi Lumka. Thank you for your Chase review. Financial planning, managing job cost and accurate reporting are elements of our product we pride ourselves in and glad you see the value too. Please reach out to us if your satisfaction level ever changes. Enjoy the remainder of your day. Regards, The Chase Team.

MB

Margret B.  
Traffic Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase"

April 27, 2023

5.0

It has made my job significantly easier

Pros

Monitoring jobs in progress and keeping track of who is working on what.Monitoring time tracking .Keeping track of all work done on a job in one place

Cons

The report from the tab Time & Task, Time by user should have an additional report that shows the total time per job. currently it shows the task time only

Review Source

MP

Megan P.  
Chief Operations Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Chase Software Feedback from Ogilvy Nam!"

February 14, 2023

5.0

Timesheets are a great tool - we sell time, and time is money, money needs to be billable!

Pros

I love that we can pull reports and use this as a tool to effectively manage our time in terms of sales and ensure we bill what we put in!

Cons

At a stage we struggled with getting staff to fill in timesheets. After some time, they did do this but then filled it in incorrectly, this messed up our figures.

Reason for choosing Chase Software

Not applicable

Review Source

CP

Caroline P.  
Operations Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Chase Software Experience"

June 8, 2022

4.0

I find the system easy to understand and use.

Pros

User friendly Easy to navigate to find old jobs etc Quick search to check the billing process etc

Cons

I do have issues with Chase support, they fix 1 problem and another arises.

Reason for choosing Chase Software

Chase is the preferred software used by the Avatar Group

Review Source

Response from Chase Software

June 14, 2022

Hi Caroline, Thank you for taking the time to complete our review. We aim to keep our service and product offering at world class levels. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

JE

Joanne E.  
Traffic Manager  
Management Consulting  
Used the software for: 2+ years

### "Great features, easy to use and customise with fantastic support"

September 9, 2020

5.0

Excellent service and support - Chase was very willing to customise the software to meet our requirements and make our life easier

Pros

Wow there are so many features I love - 1. The planner - giving you an overview of everyone's work 2. The timer - which allows the resource to start a clock when they begin a job and then stop it so they capture accurate time 3. The ability to link Jira - so you can do everything once

Cons

When a resource captures the incorrect time or on the incorrect job - it is sometimes a mission to fix the time as you have to zero the time on the timesheet of the resource - you cant do it as an administrator

Reason for choosing Chase Software

Chase was already being used by our company but I wouldn't choose any other software

Review Source

Response from Chase Software

October 14, 2020

Thanks for your feedback, Joanne! Regarding your timesheet woes, Paul has been in touch to show you how our Timesheet settings allow you to easily correct or delete entries on behalf of others. If there's anything else we can do to improve your Chase experience please don't hesitate to let us know!

JB

Jin B.  
Finance Administrator  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Simple & Easy to Use Software - Must try!"

April 30, 2022

5.0

Pros

The software was simple and very easy to use. We messed around with it for a bit, but caught on quickly on the features and how to utilize it best.

Cons

There wasn't much about the software we didn't like, but the interface could've been a bit more simple.

Review Source

Response from Chase Software

May 18, 2022

Hi Jin, Thank you for taking the time to complete our review. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

MH

Mike H.  
Owner  
Graphic Design  
Used the software for: 2+ years

### "Outstanding time and billing management software for single or multiple users"

May 5, 2023

5.0

The reports function is exceptionally helpful - especially viewing time spent on jobs by client within a specified timeframe.

Pros

The software is very easy to use and understand, with practical and useful feature, with very helpful support staff.

Cons

I don't use the software to its maximum efficiency, thus unsure of what is lacking.

Review Source

NK

Nolene K.  
Project Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Excellent Software"

October 13, 2022

5.0

Studio crew daily capacity. Being able to see how much time was spend on a job. ...and many more benefits.

Pros

It is flexible and easy for new comers to learn to learn.

Cons

The way it exports to csv or excel. That it don't have a "white board" as we know it.

Review Source

Response from Chase Software

October 19, 2022

Hi Nolene. Thank you for taking the time to complete our review. Ease of use is critical in todays fast paced environments, thank you for acknowledging this attribute of Chase. Capacity planning and time spent goes hand in glove, glad we can make the glove fit the hand. We aim to keep our service and product offering on a 10/10 level. Please reach out if your satisfaction level ever changes. We welcome any Chase related requests or queries. Enjoy the remainder of your day. Regards, The Chase Team.

CG

Candice G.  
Head of Internal Operations  
Marketing and Advertising  
Used the software for: 2+ years

### "OLC Review"

May 18, 2023

4.0

Its been good.

Pros

That you are able to build more bespoke reports for our requirements. I would like to see more job related reports in the near future.

Cons

That it hangs when pulling various reports.

Reason for choosing Chase Software

It was a requirement from one of our global clients.

Review Source

Response from Chase Software

September 12, 2023

Dear Candice Thank you for your review and feedback. We're happy to hear upon follow-up and investigation by our dedicated Support Team, that the speed issue when extracting Reports is resolved.

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