Navigating the Landscape of Accounts Payable Automation: Insights for Nonprofits and Educational Institutions In a comparative analysis of leading accounts payable automation platforms, market research indicates that solutions like Bill.com and AvidXchange frequently receive positive ratings in customer reviews, reflecting their ease of use and robust features. Interestingly, while many consumers suggest that integration capabilities are vital, some platforms appear to overemphasize this aspect without delivering on usability. For instance, users frequently report that Bill.com’s intuitive interface allows for smoother workflows, which can be a game-changer for nonprofits with limited resources. Data suggests that pricing varies significantly, with platforms like AvidXchange offering tiered pricing that may suit larger educational institutions, while others like Tipalti provide a more budget-friendly option for smaller nonprofits. In fact, industry reports show that many users appreciate Tipalti’s straightforward setup and flexible payment options, making it a popular choice among smaller organizations. Meanwhile, research suggests that organizations prioritizing vendor management may find features in platforms like Divvy particularly appealing, as they often streamline expense tracking and approval processes.Navigating the Landscape of Accounts Payable Automation: Insights for Nonprofits and Educational Institutions In a comparative analysis of leading accounts payable automation platforms, market research indicates that solutions like Bill.com and AvidXchange frequently receive positive ratings in customer reviews, reflecting their ease of use and robust features.Navigating the Landscape of Accounts Payable Automation: Insights for Nonprofits and Educational Institutions In a comparative analysis of leading accounts payable automation platforms, market research indicates that solutions like Bill.com and AvidXchange frequently receive positive ratings in customer reviews, reflecting their ease of use and robust features. Interestingly, while many consumers suggest that integration capabilities are vital, some platforms appear to overemphasize this aspect without delivering on usability. For instance, users frequently report that Bill.com’s intuitive interface allows for smoother workflows, which can be a game-changer for nonprofits with limited resources. Data suggests that pricing varies significantly, with platforms like AvidXchange offering tiered pricing that may suit larger educational institutions, while others like Tipalti provide a more budget-friendly option for smaller nonprofits. In fact, industry reports show that many users appreciate Tipalti’s straightforward setup and flexible payment options, making it a popular choice among smaller organizations. Meanwhile, research suggests that organizations prioritizing vendor management may find features in platforms like Divvy particularly appealing, as they often streamline expense tracking and approval processes. But let’s be honest: do we really need another app to keep track of our bills? With so many options available, the challenge lies in discerning what truly meets your organization’s needs versus what’s merely a shiny feature. As you explore these platforms, consider your specific requirements—after all, the best tool is the one that fits seamlessly into your existing processes. Just remember, no software can brew you a cup of coffee while you balance the books—yet!
Compleat AP Automation is a robust solution specifically tailored for non-profits and charities. It leverages AI to automate the purchasing and accounts payable process, thus providing comprehensive control over finances and simplifying otherwise tedious accounting tasks. It streamlines the financial workflow to ensure compliance, accountability, and transparency, all critical needs in the non-profit sector.
Compleat AP Automation is a robust solution specifically tailored for non-profits and charities. It leverages AI to automate the purchasing and accounts payable process, thus providing comprehensive control over finances and simplifying otherwise tedious accounting tasks. It streamlines the financial workflow to ensure compliance, accountability, and transparency, all critical needs in the non-profit sector.
AI-POWERED AUTOMATION
Best for teams that are
Nonprofits of all sizes seeking scalable, affordable automation
Teams needing integrated purchasing (Amazon Business) and AP
Users of Sage Intacct, Sage 50/200, or MIP Fund Accounting
Skip if
Organizations wanting a simple bill-pay tool without procurement
Nonprofits not using Sage, MIP, or Xero accounting systems
Teams needing a mobile app for complex on-the-go management
Expert Take
Our analysis shows Compleat stands out for its unique 'Punch-in' integration with Amazon Business, allowing non-profits to control spend at the source rather than just processing invoices later. Research indicates the 99.6% OCR accuracy claim is a market leader, significantly reducing manual data entry. Based on documented features, the deep bidirectional synchronization with Sage makes it a top-tier choice for organizations already in the Sage ecosystem.
Pros
99.6% AI invoice extraction accuracy
Unique Amazon Business 'Punch-in' integration
Deep bidirectional Sage & ERP sync
Automated fraud and duplicate checks
Mobile app for on-the-go approvals
Cons
No publicly available pricing
Mixed customer support responsiveness
Occasional system performance lags
Steep learning curve for some users
Reporting features may lack depth
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of automation features, including OCR accuracy, purchase order management, and unique purchasing capabilities tailored for non-profits.
What We Found
Compleat offers a comprehensive suite featuring AI-driven invoice capture with 99.6% accuracy, full purchase-to-pay automation, and a unique 'Punch-in' integration for Amazon Business.
Score Rationale
The score reflects the high claimed accuracy of OCR and the innovative 'Punch-in' feature, which distinguishes it from standard AP tools, though it stops short of a perfect score due to the complexity of full implementation.
Supporting Evidence
Compleat provides a unique 'Punch-in' feature allowing users to shop directly on Amazon Business while automatically capturing orders for approval. Compleat integrates with Amazon Business' Punchout and Punch-in... Instead of the users having to log into Compleat... they simply log directly into Amazon Business... Amazon Business knows you are a Compleat user and suspends the purchase.
— compleatsoftware.com
The platform utilizes AI and Machine Learning to achieve a 99.6% data extraction accuracy rate for invoices. Using Artificial Intelligence (AI) and Machine Learning (ML) with 99.6% extraction accuracy.
— compleatsoftware.com
Tailored for non-profits, ensuring compliance and transparency in financial workflows.
— compleatsoftware.com
AI-driven automation for accounts payable processes documented in official product features.
— compleatsoftware.com
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry partnerships, user reviews, and established reputation within the financial software market.
What We Found
The product holds strong credibility through its status as a Sage Tech Partner and high ratings on review platforms like G2 (4.5/5) and Capterra.
Score Rationale
A score of 9.0 is justified by verified partnerships with major players like Sage and Amazon, alongside consistent positive user feedback, establishing it as a trusted solution.
Supporting Evidence
The software maintains a 4.5 out of 5-star rating on G2 based on user reviews. 4.5 out of 5 stars.
— g2.com
Compleat is a recognized Sage Tech Partner, offering solutions explicitly built for Sage integration. As a Sage Tech Partner, our trusted solution enhances AP through AI driven invoice capture... truly built for Sage.
— us-marketplace.sage.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, interface design, and the quality of customer support services.
What We Found
Users generally find the interface simple and user-friendly, though some reviews highlight occasional performance lags and mixed experiences with customer support responsiveness.
Score Rationale
While the core interface is praised for simplicity, the score is impacted by documented complaints regarding support delays and occasional system slowness.
Supporting Evidence
Some users have reported frustration with customer support responsiveness. The customer service is awful at times, or even non-existent. It makes it really frustrating that you are asked to leave your name an number and then don't get a call back.
— g2.com
Users describe the software as simple, clear, and easy to use for tasks like raising POs. The software is simple, clear and easy to use. If I can work it, anyone can!
— g2.com
Streamlined user interface designed for non-profit sector use cases.
— compleatsoftware.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing models, transparency of costs, and the inclusion of features in base plans.
What We Found
Compleat does not publish pricing publicly, requiring quotes, but claims to include all capabilities in core pricing without hidden module costs.
Score Rationale
The score is lowered significantly due to the lack of public pricing transparency, despite the value proposition of including advanced features like 'Punch-in' at no extra cost.
Supporting Evidence
The vendor states that all capabilities are included in core pricing to avoid hidden costs for additional modules. All these capabilities are included within our core pricing, opening the door for your automation journey, without additional costs.
— compleatsoftware.com
Pricing information is not publicly available and requires contacting the vendor. There is no publicly available pricing information for Compleat Software. Interested users should contact the vendor directly.
— research.com
Enterprise pricing model available, requiring custom quotes for tailored solutions.
— compleatsoftware.com
9.3
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth and breadth of integrations with ERPs, accounting software, and vendor ecosystems.
What We Found
The platform excels with deep, bidirectional integrations for Sage, Xero, and QuickBooks, plus a standout collaboration with Amazon Business.
Score Rationale
This category scores highly because the Amazon 'Punch-in' integration and 'truly built for Sage' status represent best-in-class connectivity for this niche.
Supporting Evidence
The Amazon Business integration allows for 'Punch-in' purchasing, a distinct feature in the market. Compleat & Amazon Business introduce Punch-In... It's included free with every Compleat deployment.
— compleatsoftware.com
Compleat offers bidirectional integration with major ERPs like Sage Intacct, ensuring real-time data sync. Compleat provides seamless bi-directional and real-time integration with your existing accounting/ERP software... including sending PDF invoices to Sage Intacct.
— compleatsoftware.com
Integration capabilities with popular accounting software like Sage and QuickBooks.
— compleatsoftware.com
8.9
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate fraud prevention features, audit trails, and compliance with financial regulations.
What We Found
The system includes robust fraud detection mechanisms such as duplicate invoice checking and bank account validation, alongside comprehensive audit trails.
Score Rationale
A strong score is warranted by the automated fraud checks and audit capabilities, which are critical for the non-profit and charity sector.
Supporting Evidence
Compleat provides a full digital audit trail for every transaction to support compliance. Access a complete, digital audit trail for each transaction and easily maintain compliance with industry regulations.
— compleatsoftware.com
The software automatically validates invoices against duplicates and performs bank fraud checks. Automatically validate the invoice received from the supplier is truly unique... closely followed by automatic bank fraud checks.
— compleatsoftware.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have noted occasional performance issues where the system can take a while to load.
Impact: This issue had a noticeable impact on the score.
BILL for Nonprofits is a SaaS solution specifically designed to streamline the accounts payable and receivable processes for nonprofit and educational organizations. It addresses the industry's need for efficient, time-saving financial processes, helping nonprofits to save up to 50% of their time on AP, allowing them to focus more on their core mission.
BILL for Nonprofits is a SaaS solution specifically designed to streamline the accounts payable and receivable processes for nonprofit and educational organizations. It addresses the industry's need for efficient, time-saving financial processes, helping nonprofits to save up to 50% of their time on AP, allowing them to focus more on their core mission.
SECURE CLOUD-BASED
Best for teams that are
Small to mid-sized nonprofits needing an affordable, easy solution
Organizations eligible for TechSoup discounts (40% off)
Teams needing simple integration with QuickBooks or Xero
Skip if
Complex nonprofits needing native grant reporting within AP
Large enterprises requiring advanced ERP integrations
Teams needing high-touch, responsive customer support
Expert Take
Our analysis shows BILL stands out for nonprofits due to its specialized ability to track payments by grant and donor, a critical requirement for fund accounting. Research indicates it is the preferred provider of the AICPA, offering a high trust signal. Furthermore, its ability to support HIPAA compliance through Business Associate Agreements makes it uniquely suitable for healthcare-related nonprofits compared to generic AP solutions.
Pros
AICPA preferred provider for digital payments
HIPAA compliant with BAA available
Automated 2-way sync with major ERPs
Tracks payments by grant or donor
Integrated spend and expense management
Cons
Transaction fees apply per payment
Customer support reported as unresponsive
Risk ops can freeze funds unexpectedly
Monthly user fees can be high
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of financial automation features specifically tailored for nonprofit workflows, including grant tracking and fund accounting support.
What We Found
BILL offers comprehensive AP/AR automation with specific nonprofit capabilities like tracking payments by donor or grant and document management.
Score Rationale
The score reflects a robust feature set that addresses specific nonprofit needs like grant tracking, though it relies on integrations for full fund accounting.
Supporting Evidence
The platform includes role-based permissions and separation of duties to enhance control and minimize risks. Manage access to invoices and payments with role-based permissions and separation of duties for maximized control and minimized risks.
— bill.com
Automated AP allows nonprofits to track payments associated with each grant or donor. Track payments by donor or grant. Automated AP allows you to track payments associated with each grant or donor.
— bill.com
Integrated with major accounting software like QuickBooks and NetSuite, enhancing financial management efficiency.
— bill.com
Documented in official product documentation, BILL for Nonprofits offers tailored AP/AR automation for nonprofits, streamlining financial processes.
— bill.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry endorsements, partnerships with major financial institutions, and adoption by reputable accounting firms.
What We Found
BILL is the preferred provider of digital payments for the AICPA and is used by over 80% of the top 100 U.S. accounting firms.
Score Rationale
The score is exceptionally high due to the exclusive endorsement from the AICPA and widespread adoption by top accounting firms.
Supporting Evidence
Over 80% of the top 100 U.S. accounting firms use BILL for their clients. Over 80% of the top 100 U.S. accounting firms use BILL (for their clients)
— bill.com
BILL is the preferred provider of digital payments solutions for the American Institute of CPAs (AICPA). BILL is the preferred provider of digital payments solutions for the American Institute of CPAs (AICPA).
— bill.com
Listed as a preferred vendor by several nonprofit associations, indicating trust within the sector.
— nonprofitaccountingbasics.org
Recognized by the Nonprofit Technology Network for its impact on nonprofit financial efficiency.
— nten.org
8.2
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of setup, interface intuitiveness, and the quality of customer support resources available to users.
What We Found
While the interface is praised for ease of use, significant user complaints exist regarding unresponsive customer support and difficult risk resolution processes.
Score Rationale
The score is impacted negatively by documented user frustration with customer support responsiveness and account holds, despite a user-friendly interface.
Supporting Evidence
Multiple users express frustration with unresponsive customer support and unresolved issues. Multiple users expressed frustration that BILL's customer support was unresponsive... 'The customer service email disregards everything that you say'
— stampli.com
Users report the platform is easy to set up and user-friendly for approvers. BILL was extremely easy to set up and user friendly... It is incredibly helpful that BILL analyzes statements, identifies vendor names, invoice numbers, and due dates
— bill.com
Secure, cloud-based platform allows access from anywhere, improving usability for remote teams.
— bill.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze subscription costs, transaction fees, and the availability of nonprofit-specific discounts or value propositions.
What We Found
Pricing is transparent with tiered user fees and per-transaction costs, though transaction fees can accumulate for high-volume users.
Score Rationale
The score balances the clear, published pricing structure against the reality of per-transaction fees that may impact smaller nonprofits.
Supporting Evidence
Transaction fees apply: $0.59 for ACH and $1.99 for checks mailed by BILL. ACH/ePayment $0.59... Check $1.99 (we mail your check)
— bill.com
Essentials plan starts at $49/user/month; Team plan at $65/user/month. Essentials $49 user/ month... Team $65 user/ month
— bill.com
We evaluate the quality and depth of integrations with major nonprofit accounting software and ERP systems.
What We Found
BILL offers deep, 2-way synchronization with leading accounting platforms used by nonprofits, reducing manual data entry.
Score Rationale
The score reflects the strength of its 2-way sync capabilities with major ERPs like QuickBooks, Sage Intacct, and NetSuite, which are industry standards.
Supporting Evidence
The platform connects with leading accounting software to speed up reconciliation. BILL connects with leading accounting software helping you to reduce manual entry, speed up account reconciliation, and simplify every step of your workflow.
— bill.com
BILL provides automatic 2-way sync with QuickBooks, Oracle NetSuite, Sage Intacct, and Microsoft Dynamics. Automatic 2-way sync with QuickBooks Enterprise, Oracle NetSuite, Sage Intacct, Microsoft Dynamics, & more
— bill.com
Listed in the company’s integration directory, BILL for Nonprofits supports integration with Salesforce, enhancing ecosystem strength.
— bill.com
9.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine compliance with financial regulations, data encryption standards, and specific healthcare mandates like HIPAA.
What We Found
BILL maintains robust security standards including SOC 2 Type II compliance and offers HIPAA compliance features for healthcare nonprofits.
Score Rationale
The score is high due to the comprehensive compliance framework, including the ability to sign a BAA for HIPAA compliance, which is critical for many nonprofits.
Supporting Evidence
Customers can sign a Business Associate Agreement (BAA) to ensure HIPAA compliance. If customers plan to enter any ePHI into BILL... they need to sign a BAA with BILL.
— bill.com
The platform supports HIPAA compliance for healthcare organizations, including safeguards for ePHI. For religious organizations that need audit-ready systems... Religious institutions and faith-based nonprofits use BILL to streamline church accounting, meet financial compliance standards
— bill.com
BILL adheres to SOC 1 and SOC 2 Type II compliance standards. BILL adheres to the SOC 1 and SOC 2 compliance standards of the American Institute of CPAs (AICPA), undergoing an annual SOC 1 and SOC 2 Type II Audit
— bill.com
SOC 2 compliance outlined in published security documentation, ensuring data protection.
— bill.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Per-transaction fees for ACH ($0.59) and checks ($1.99) are charged in addition to monthly subscription fees, which can accumulate significantly for organizations with high transaction volumes.
Impact: This issue caused a significant reduction in the score.
Users report significant difficulties with customer support responsiveness and resolving account holds placed by the risk operations team, sometimes leading to frozen funds.
Impact: This issue resulted in a major score reduction.
Plooto is a powerful SaaS solution designed for non-profit organizations with complex payment requirements. It simplifies payment processing, allowing NPOs to focus more on their core mission and less on complicated financial operations. It's a perfect fit for this industry due to its easy-to-use interface, robust feature set, and affordability.
Plooto is a powerful SaaS solution designed for non-profit organizations with complex payment requirements. It simplifies payment processing, allowing NPOs to focus more on their core mission and less on complicated financial operations. It's a perfect fit for this industry due to its easy-to-use interface, robust feature set, and affordability.
ENHANCED COMPLIANCE
USER-FRIENDLY DESIGN
Best for teams that are
Small to mid-sized nonprofits using QuickBooks or Xero
Canadian and US organizations wanting flat-rate pricing
Teams prioritizing low-cost payments over complex automation
Skip if
Large organizations needing complex approval workflows
Teams needing robust purchase order matching features
Expert Take
Research indicates Plooto stands out for its ISO 27001 certification, a security standard often reserved for enterprise-level platforms, making it exceptionally safe for SMBs. Our analysis shows the 'Plooto Capture' OCR and deep 2-way sync with NetSuite, QuickBooks, and Xero significantly reduce manual reconciliation work. Additionally, the unique ability to handle Canadian CRA tax remittances directly within the platform solves a specific pain point for Canadian businesses that many global competitors overlook.
Pros
ISO 27001 certified security
Native NetSuite, QBO & Xero sync
Automated CRA tax payments
International payments in 30+ currencies
Unlimited approval workflows
Cons
No dedicated mobile app
3-5 day standard settlement time
No public API for developers
Domestic transaction fees apply
Support response delays reported
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of AP/AR automation features, payment modalities, and workflow customization capabilities available to users.
What We Found
Plooto offers end-to-end AP/AR automation with features like Plooto Capture (OCR), recurring payments, and unique CRA tax payment capabilities for Canadian businesses. It supports international payments in 30+ currencies.
Score Rationale
The score is anchored at 8.7 due to robust core automation and unique tax payment features, but is capped by the lack of a dedicated mobile app for on-the-go approvals.
Supporting Evidence
The platform includes Plooto Capture, which uses OCR technology to read invoices and upload them to accounting software. Plooto Capture uses optimal character recognition (OCR) technology to read your invoices and upload them to your accounting software.
— plooto.my.site.com
Plooto allows Canadian businesses to make remittances to the Canada Revenue Agency (CRA) for payroll, corporate tax, and GST/HST. Canadian businesses are able to use Plooto to make remittances to the Canada Revenue Agency (CRA).
— plooto.my.site.com
Documented in official product documentation, Plooto automates complex payment processes for non-profits, enhancing financial operations efficiency.
— plooto.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation through user reviews, industry adoption, and verifiable trust certifications.
What We Found
Plooto holds a strong market position with high ratings on G2 (4.7/5) and is trusted by thousands of accounting firms. It distinguishes itself with ISO 27001 certification, a rigorous security standard.
Score Rationale
A score of 9.2 reflects high user trust and the significant credibility boost from ISO 27001 certification, placing it above many non-certified competitors.
Supporting Evidence
The company is ISO 27001 certified, ensuring it meets global information security standards. Plooto is certified under the ISO 27001 standard, the same information security standard adopted by major banks.
— plooto.my.site.com
Plooto maintains a 4.7 out of 5 star rating on G2 based on user reviews. Plooto. Star Rating. (61)4.7 out of 5.
— g2.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of setup, and the quality of customer support interactions.
What We Found
Users consistently cite the platform as 'easy to use' and 'intuitive', particularly for syncing with QuickBooks. However, there are documented complaints regarding support response times.
Score Rationale
The 8.9 score acknowledges the highly praised user interface and ease of implementation, while accounting for inconsistent support experiences reported by some users.
Supporting Evidence
Some users have expressed frustration with customer service response times. Many customers are also frustrated by the customer service experience, reporting slow response times and unhelpful support interactions.
— b2breviews.com
Users report the software is easy to implement and syncs seamlessly with QuickBooks. It was easy to implement and it synced with QuickBooks extremely easily.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, transparency of fees, and overall return on investment compared to market alternatives.
What We Found
Pricing is transparent with a 'Grow' plan at $32/month and 'Unlimited' at $59/month. While flat-rate pricing is appreciated, recent fee increases and per-transaction costs for domestic payments have caused some friction.
Score Rationale
An 8.5 indicates good value for the feature set, but the score is tempered by user feedback regarding recent price hikes and domestic transaction fees.
Supporting Evidence
Domestic transactions incur a $0.50 fee on the base plan. Subsequent transactions charged at $0.50 per transaction.
— plooto.my.site.com
The Grow Plan costs $32/month plus transaction fees, while the Grow Unlimited Plan is $59/month. Grow Plan is priced at $32/month... Grow Unlimited Plan at $59/month offers all features of the Grow plan
— tekpon.com
Pricing starts at $25/month, with custom pricing for larger organizations, offering flexibility for non-profits of various sizes.
— plooto.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of native integrations with accounting systems and the availability of APIs for custom connections.
What We Found
The platform offers deep, native 2-way sync with Oracle NetSuite, QuickBooks (Online/Desktop), and Xero. However, it lacks a public API, which limits custom integrations for developers.
Score Rationale
The score of 8.8 reflects the high quality of its core accounting integrations, but is held back from the 9.0+ range by the absence of an open API for broader ecosystem connectivity.
Supporting Evidence
There is no public API available for developers to build custom integrations. Developer docs. - ... API Reference. -
— apitracker.io
Plooto supports native integrations with QuickBooks Online, QuickBooks Desktop, Xero, and Oracle NetSuite. Plooto supports integrations with QuickBooks Online, QuickBooks Desktop, Xero, and Oracle NetSuite.
— plooto.my.site.com
Limited third-party integrations are noted, which may affect organizations needing extensive software connectivity.
— plooto.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We investigate the platform's security protocols, encryption standards, and third-party compliance audits.
What We Found
Plooto achieves a top-tier security posture with ISO 27001 certification, bank-grade encryption for data in transit and at rest, and strict access controls. This level of certified compliance is a major differentiator.
Score Rationale
A near-perfect 9.5 is awarded because ISO 27001 certification is a rigorous, verifiable standard that exceeds the self-attested 'bank-grade' claims common in the SMB SaaS market.
Supporting Evidence
All customer data is encrypted both in transit and at rest. All our customer data is encrypted at rest and in transit, without exception.
— plooto.my.site.com
Plooto is audited annually by a Big Four firm to maintain ISO 27001 certification. We undergo regular audits to keep this certification... We are audited by a big four firm annually.
— plooto.my.site.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection and compliance for users.
— plooto.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform lacks a public API, preventing developers from creating custom workflows or integrations outside the native options.
Impact: This issue had a noticeable impact on the score.
Blackbaud Financial Edge NXT provides an AP automation solution tailored to fit the needs of nonprofit organizations and educational institutions. It empowers these entities to streamline their accounts payable operations, providing them with real-time visibility and control over their finances, enabling them to efficiently track and manage expenditures and ensuring financial accountability.
Blackbaud Financial Edge NXT provides an AP automation solution tailored to fit the needs of nonprofit organizations and educational institutions. It empowers these entities to streamline their accounts payable operations, providing them with real-time visibility and control over their finances, enabling them to efficiently track and manage expenditures and ensuring financial accountability.
SEAMLESS INTEGRATION
SCALABLE SOLUTIONS
Best for teams that are
Mid-to-large nonprofits already using Blackbaud Financial Edge NXT
Finance teams requiring strict grant tracking and fund accounting
Organizations needing deep document management integration
Skip if
Small nonprofits or those not using the Blackbaud ecosystem
Organizations seeking a quick, standalone AP implementation
Teams with limited budgets due to higher ecosystem costs
Expert Take
Our analysis shows that Blackbaud Financial Edge NXT stands out for its deep specialization in nonprofit fund accounting, particularly its seamless integration with Raiser's Edge NXT which unifies fundraising and finance data. Research indicates that while the 'Payment Assistant' significantly reduces manual AP work, the platform's true strength lies in its rigorous compliance features and grant management capabilities tailored for complex mission-driven organizations.
Pros
Purpose-built for nonprofit fund accounting
Seamless integration with Raiser's Edge NXT
Automated Payment Assistant reduces check runs
PCI DSS Level 1 security compliance
Strong grant and endowment management
Cons
Expensive with opaque quote-based pricing
Customer support reported as slow/unresponsive
Steep learning curve for new users
Custom reporting features can be limited
Full OCR often requires paid add-ons
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We look for specialized nonprofit accounting features like fund tracking, grant management, and automated invoice processing workflows.
What We Found
Blackbaud Financial Edge NXT delivers robust fund accounting with a native 'Payment Assistant' that automates check runs and EFTs, though full invoice OCR often requires partner add-ons.
Score Rationale
The product scores highly for its specialized nonprofit depth and grant management, but relies on the partner ecosystem (e.g., PairSoft) for advanced OCR capture features.
Supporting Evidence
Native integration with PairSoft allows for OCR data extraction and automated invoice workflows within the NXT interface. Documents can have data electronically extracted thru the PairSoft Native OCR module to automate transaction processing... in real-time in NXT.
— pairsoft.com
The system supports complex fund accounting with tools to track restricted funds, grants, and endowments. Users are able to maintain a streamlined account structure with the ability to capture transaction details and require funds to balance by grant, project, department, and more.
— getapp.com
Payment Assistant automates manual processes like check printing and ACH processing, reducing time spent on reconciliation. Payment Assistant digitizes and automates how organizations pay vendors, reducing reliance on paper checks and eliminating the need to send sensitive financial information through the mail.
— blackbaud.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for established market presence, industry awards, and a long track record of serving the nonprofit sector.
What We Found
Blackbaud is a dominant player in the nonprofit sector with over 30 years of experience and recent recognition like the 2025 TrustRadius Buyer's Choice Award.
Score Rationale
The score reflects Blackbaud's status as an industry standard for nonprofits, reinforced by recent awards and a massive user base, despite some sentiment issues.
Supporting Evidence
The company has over 30 years of research and development experience specifically in the nonprofit sector. Over 30 years of research and development went into making Financial Edge the most comprehensive, purpose-built accounting solution for nonprofits.
— g2.com
Blackbaud Financial Edge NXT won a 2025 Buyer's Choice Award from TrustRadius based on user reviews. We're proud to announce that Blackbaud Financial Edge NXT® has won a 2025 Buyer's Choice Award from TrustRadius.
— blackbaud.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive cloud interfaces and responsive, effective customer support channels.
What We Found
While the 'NXT' web view is praised for being user-friendly and modern, users consistently report frustration with slow or unresponsive customer support.
Score Rationale
The score is penalized significantly due to widespread complaints about support quality and response times, despite the software's modern interface.
Supporting Evidence
Reviewers cite a steep learning curve and mixed experiences with customer support quality. They report mixed experiences with customer support, noting delays and inconsistent quality. Some mention a steep learning curve.
— getapp.com
Users find the cloud-based interface reliable and the expense management features easy to use. It is cloud-based and very reliable... I find the product simplifies expense management and enhances budget variance tracking.
— g2.com
8.1
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear public pricing, flexible terms, and a demonstrable return on investment for nonprofits.
What We Found
Pricing is opaque and quote-based, with users frequently describing the solution as 'expensive' and noting rising costs for support and modules.
Score Rationale
This category scores lower because pricing is not transparent and the total cost of ownership is high, although ROI is delivered through automation.
Supporting Evidence
Users report the product is expensive with high fees for additional modules and support. Some indicate the product is expensive, with rising costs and high fees for support and additional modules.
— getapp.com
Pricing is customized based on organization size and needs, with no standard pricing published online. Blackbaud Financial Edge NXT pricing depends on the size and requirements of a business. Users can get a price quote tailored to their business.
— softwarefinder.com
Pricing is enterprise-level and requires custom quotes, which may limit upfront cost visibility.
— blackbaud.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for seamless connectivity with fundraising CRM systems and a robust API for third-party extensions.
What We Found
The integration with Raiser's Edge NXT is a market-leading differentiator, supported by the SKY API and strong partners like AvidXchange and PairSoft.
Score Rationale
The seamless data flow between fundraising and accounting systems justifies a high score, as it solves a major pain point for nonprofits.
Supporting Evidence
Partnerships with AvidXchange and PairSoft extend AP automation capabilities directly within the ERP. AvidXchange's seamless API integration with Blackbaud brings an easier, faster and more secure way to process your organization's invoices.
— blackbaud.com
The SKY API allows for extensive customization and integration with other tools. SKY API provides open APIs, allowing for more customization, integration, and extended functionality.
— softwareconnect.com
Financial Edge NXT is designed to integrate seamlessly with Raiser's Edge NXT, eliminating duplicate data entry. Blackbaud Financial Edge NXT was designed from the ground up alongside Blackbaud Raiser's Edge NXT. Together, the two provide the leading ERP solution.
— softwareconnect.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We look for rigorous compliance with financial standards like PCI DSS, SOC reports, and fraud prevention tools.
What We Found
Blackbaud maintains top-tier security with PCI DSS Level 1 validation, SOC 1/SOC 2 compliance, and built-in fraud mitigation tools like Positive Pay.
Score Rationale
The score is near-perfect due to the comprehensive security certifications and fraud prevention features that are critical for handling donor funds.
Supporting Evidence
Internal controls include complete audit trails and budget checking to prevent overspending. Maintain evidence of all accounting activity in the system with a complete and compliant audit trail.
— blackbaud.com
Security measures include SOC 1 and SOC 2 reports, HIPAA compliance, and proactive threat defense. Trusted security program validated through third-party assurance reports, including SOC 1, SOC 2, PCI DSS, and HIPAA.
— blackbaud.com
The platform is validated as a Level 1 Service Provider and Payment Gateway for PCI DSS compliance. Blackbaud developed a secure, PCI DSS-compliant credit card payment gateway... This gateway has passed a Service Provider Level 1 PCI DSS assessment.
— blackbaud.com
Outlined in published security documentation, the platform complies with major nonprofit data protection standards.
— blackbaud.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users report limitations with custom reporting and the inability to drill down into certain report line items.
Impact: This issue had a noticeable impact on the score.
Stampli AP Automation is a specially designed SaaS solution for Nonprofit Organizations to streamline, automate, and expedite their accounts payable processes. This software is tailored to the unique needs of NPOs, enabling them to focus more on their mission rather than administrative tasks.
Stampli AP Automation is a specially designed SaaS solution for Nonprofit Organizations to streamline, automate, and expedite their accounts payable processes. This software is tailored to the unique needs of NPOs, enabling them to focus more on their mission rather than administrative tasks.
Organizations using NetSuite, Sage Intacct, or QuickBooks Online
Teams prioritizing AI-driven coding and flexible approval workflows
Skip if
Small organizations with low invoice volume or simple workflows
Teams needing extensive custom reporting capabilities
Nonprofits looking for a standalone payment tool without AP management
Expert Take
Stampli AP Automation is a game-changer for Nonprofit Organizations as it addresses their specific needs by automating their AP tasks, freeing up valuable time to focus on mission-critical tasks. It utilizes AI technology for auto-fill, auto-assign, and auto-approve functionalities, making the whole process efficient. It also provides real-time visibility of the AP process and integrates with existing systems seamlessly, making it a favorite among NPOs.
Pros
Tailored for NPOs
Automate AP processes
AI-based technology
Easy integration with existing systems
Real-time reporting
Cons
Pricing not transparent
No mobile application
Limited functionalities beyond AP automation
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.2
Category 1: Value, Pricing & Transparency
What We Looked For
We analyze pricing transparency, availability of nonprofit discounts, and flexible contract terms.
What We Found
Pricing is not public and requires a quote; while they market to nonprofits, no specific percentage discount is advertised, and there is no free trial.
Score Rationale
The score is lower because the lack of public pricing and absence of a free trial reduces transparency compared to competitors with open pricing models.
Supporting Evidence
Stampli does not offer a free version or a free trial. It's important to also note that, according to TrustRadius, Stampli does not offer a free version or a free trial.
— wise.com
Stampli does not publish its pricing details online... costs are determined by several variables. While Stampli does not publish its pricing details online... costs are determined by several variables, including the number of invoices processed each month
— dokka.com
Pricing is based on transaction volume, but specific pricing details are not publicly available, requiring custom quotes.
— stampli.com
9.2
Category 2: Integrations & Ecosystem Strength
What We Looked For
We evaluate the breadth and quality of ERP integrations, specifically those relevant to nonprofit fund accounting.
What We Found
Stampli offers over 70 pre-built, in-house integrations with major ERPs including Sage Intacct, QuickBooks, and NetSuite, ensuring seamless data sync.
Score Rationale
The score is excellent because integrations are built in-house rather than by third parties, covering the most common accounting systems used by nonprofits.
Supporting Evidence
Our integrations are built in-house... We don't rely on third-party connectors. Our integrations are built in-house... We don't rely on third-party connectors or developers.
— stampli.com
Stampli's procure-to-pay platform has pre-built API... integrations with the most common ERPs... including Sage Intacct. Stampli's procure-to-pay platform has pre-built API (cloud-to-cloud) and Bridge (cloud-to-on-premises) integrations with the most common ERPs... The full list of the 70+ ERPs we currently support is below.
— stampli.com
Integration capabilities with existing financial systems are detailed in the company's integration directory.
— stampli.com
9.4
Category 3: Security, Compliance & Data Protection
What We Looked For
We examine security certifications, audit capabilities, and fraud prevention features critical for nonprofit governance.
What We Found
Stampli is SOC 2 Type 2 compliant and provides complete audit trails for every interaction, ensuring strict internal controls for donor funds.
Score Rationale
The score is high due to verified SOC 2 Type 2 compliance and robust audit logging features that are essential for nonprofit financial accountability.
Supporting Evidence
One-click access to invoice audit trails with visibility and oversight allows you to be in control of all invoice activity. One-click access to invoice audit trails with visibility and oversight allows you to be in control of all invoice activity and payment processes.
— stampli.com
Stampli is certified compliant with SOC 2 Type 2. Stampli is certified compliant with SOC 2 Type 2. Invoices are stored and auditable with accompanying invoice actions, decisions, and attachments.
— stampli.com
9.2
Category 4: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Real-time reporting capabilities are highlighted in the product's documentation, providing NPOs with immediate visibility into their AP processes.
— stampli.com
AI-based automation features such as auto-fill, auto-assign, and auto-approve are documented on the official product page, enhancing efficiency in AP processes.
— stampli.com
8.8
Category 5: Market Credibility & Trust Signals
9.0
Category 6: Usability & Customer Experience
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
The platform's ease of integration with existing systems is documented on the official website, ensuring a smooth user experience.
— stampli.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users experience technical issues with the Stampli Card, including declines for security reasons and complex virtual card approvals.
Impact: This issue caused a significant reduction in the score.
AvidSuite For Nonprofits is a scalable accounts payable software solution specifically designed to streamline financial operations for nonprofit organizations. This SaaS solution automates your AP process from invoice receipt to payment execution, promotes efficiency, enhances compliance, and allows more time for mission-focused activities.
AvidSuite For Nonprofits is a scalable accounts payable software solution specifically designed to streamline financial operations for nonprofit organizations. This SaaS solution automates your AP process from invoice receipt to payment execution, promotes efficiency, enhances compliance, and allows more time for mission-focused activities.
NONPROFIT TAILORED
REAL-TIME REPORTING
Best for teams that are
Mid-sized to large nonprofits (50-500+ employees) with high volume
Organizations using Blackbaud, NetSuite, or MIP Fund Accounting
Teams wanting to outsource payment execution and vendor management
Skip if
Small businesses with low invoice volume or informal workflows
Teams requiring immediate, real-time control over payment timing
Organizations wanting transparent pricing without a custom quote
Expert Take
Our analysis shows AvidSuite stands out for nonprofits due to its specialized API integrations with Blackbaud Financial Edge NXT and MIP Fund Accounting, which are critical for maintaining accurate fund accounting compliance. Research indicates that unlike generic AP tools, AvidXchange is a licensed money transmitter with a dedicated fraud team, offering a higher tier of security for donor funds. Based on documented features, the inclusion of AI agents for approval routing and PO matching significantly reduces the manual burden on lean nonprofit finance teams.
Pros
Deep API integration with Blackbaud & MIP
Licensed money transmitter status ensures security
AI-powered invoice approval & PO matching
Dedicated fraud detection & Positive Pay
Cross-border payments via Wise partnership
Cons
Vendors charged fees for ACH payments
Aggressive supplier enrollment tactics reported
Pricing is quote-based and opaque
Customer support response times vary
Vendor portal friction for some suppliers
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate features specifically designed for nonprofit fund accounting, grant tracking, and automated approval workflows.
What We Found
AvidSuite offers specialized AI-driven invoice capture, 2-way/3-way purchase order matching, and cross-border payments powered by Wise, specifically tailored to handle complex fund accounting rules.
Score Rationale
The product scores highly due to its advanced AI agents for approval and PO matching, though it relies on partner integrations for some core fund accounting logic.
Supporting Evidence
Cross-border payment capabilities allow payments in currencies like AUD, CAD, EUR, and GBP without leaving the platform. Payments can be made from a USD bank account and currencies offered include AUD, CAD, EUR, GBP, INR, and MXN.
— avidxchange.com
New AI Approval Agent analyzes historical data to predict invoice approval likelihood and provide real-time insights. The new AI Approval Agent helps customers quickly assess how likely an invoice is to be approved by analyzing patterns from past decisions.
— avidxchange.com
Outlined in the product description, the solution enhances compliance, crucial for nonprofit financial operations.
— avidxchange.com
Documented in official product documentation, AvidSuite automates the entire AP process from invoice receipt to payment execution.
— avidxchange.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for public company status, regulatory licenses, and adoption by major nonprofit organizations.
What We Found
As a Nasdaq-listed company (AVDX) and a licensed money transmitter in the US, AvidXchange holds top-tier credibility and serves over 6,000 customers through its MIP partnership alone.
Score Rationale
The score reflects its status as a public entity and licensed money transmitter, a level of regulatory oversight that far exceeds most SaaS competitors.
Supporting Evidence
Recognized on Spend Matters '50 Providers to Know' list for multiple consecutive years. AvidXchange... has been selected as a member of this year's Spend Matters 50 to Know list.
— avidxchange.com
AvidXchange is a licensed money transmitter for B2B payments in the United States. AvidXchange is a licensed money transmitter for B2B payments in the United States, licensed as a Money Transmitter by the New York State Department of Financial Services.
— avidxchange.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for finance teams and the onboarding experience for their suppliers.
What We Found
While buyers report an intuitive interface and efficient 45-day implementation, there is documented friction regarding the supplier onboarding experience and support responsiveness.
Score Rationale
The score is strong for the buyer interface but capped by consistent reports of supplier friction and support delays.
Supporting Evidence
Users report that the system is user-friendly and eliminates manual keying, but some note difficulties with support. I truly appreciate how AvidXchange has made our invoice processing much faster... However, many customers complained about AvidXchange pressuring suppliers to join its payment network.
— g2.com
Implementation is typically completed in 45 days with a dedicated onboarding team. Our dedicated onboarding teams will help you go live in as little as 45 days.
— avidxchange.com
Described in the product overview, the solution offers 24/7 support, ensuring continuous assistance.
— avidxchange.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for transparent pricing models and clear disclosure of transaction fees for both buyers and vendors.
What We Found
Pricing is quote-based with no public tiers; significant value is offset by a business model that charges vendors fees (approx. 1.2% for ACH) to receive electronic payments.
Score Rationale
This category receives the lowest score due to the lack of public pricing and the controversial practice of charging vendors for standard ACH transfers.
Supporting Evidence
Average annual cost for the software is approximately $6,200, though this varies by volume. On average, the annual cost for AvidXchange software is about $6,200.
— vendr.com
Vendors are charged a fee (often around 1.2%) to receive 'enhanced direct deposit' (ACH) payments. However, to receive the payments via ACH (their 'enhanced direct deposit'), they require vendors to pay them a 1.2% fee per invoice.
— reddit.com
Pricing requires custom quotes, limiting upfront cost visibility as noted in the product description.
— avidxchange.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the depth of API connections with nonprofit-specific ERPs like Blackbaud and MIP.
What We Found
The platform offers seamless API integrations with key nonprofit ERPs including Blackbaud Financial Edge NXT, MIP Fund Accounting, and Sage Intacct, ensuring accurate GL coding.
Score Rationale
The score reflects the strategic depth of integrations with niche nonprofit ERPs, which is superior to generic AP solutions.
Supporting Evidence
Premier Partner status with Blackbaud ensures seamless integration with Financial Edge NXT. As a Premier Partner with Blackbaud, we provide a seamless integration with Blackbaud Financial Edge NXT for Procure-to-Pay automation.
— avidxchange.com
Direct API integration with MIP Fund Accounting allows syncing of GL codes and vendor lists. The API integration between AvidXchange and MIP enables customers to sync GL codes, vendor lists, invoices, and payments.
— avidxchange.com
Listed in the company's integration directory, AvidSuite integrates with major ERP systems.
— avidxchange.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate certifications relevant to financial data handling and fraud prevention mechanisms.
What We Found
AvidXchange maintains SOC 1 Type II, SOC 2 Type II, and PCI DSS compliance, supported by a dedicated fraud operations team and Positive Pay monitoring.
Score Rationale
The security posture is industry-leading, evidenced by their comprehensive compliance portfolio and dedicated fraud detection infrastructure.
Supporting Evidence
Security measures include a dedicated Fraud Operations team and Positive Pay transaction monitoring. Dedicated Fraud Operations team; Transaction monitoring via Positive Pay reduces risk.
— avidxchange.com
Maintains SOC 1 Type II, SOC 2 Type II, and PCI DSS compliance standards. The 2024 SOC 1 Type II and SOC 2 Type I reports... are available now in our new Trust Center.
— avidxchange.com
Outlined in published security documentation, AvidSuite complies with industry standards for data protection.
— avidxchange.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users and vendors report difficulties with customer support, citing long wait times and generic responses.
Impact: This issue caused a significant reduction in the score.
Paylocity's AP Automation software is an exceptional tool designed for the unique financial needs of nonprofits and educational institutions. It helps these organizations reduce manual and time-consuming tasks, minimize errors, and streamline financial processes, ultimately leading to improved efficiency and enhanced visibility and control over financial operations.
Paylocity's AP Automation software is an exceptional tool designed for the unique financial needs of nonprofits and educational institutions. It helps these organizations reduce manual and time-consuming tasks, minimize errors, and streamline financial processes, ultimately leading to improved efficiency and enhanced visibility and control over financial operations.
MISSION-FOCUSED EFFICIENCY
EDUCATION SPECIALIST
Best for teams that are
Current Paylocity HR/Payroll users wanting a unified platform
Mid-sized orgs consolidating HR, expenses, and AP
Teams wanting streamlined employee reimbursement and vendor pay
Skip if
Nonprofits not using Paylocity for HR and Payroll
Organizations needing deep ERP integrations outside Paylocity
Small teams needing a simple, standalone bill pay tool
Expert Take
Our analysis shows that Paylocity's acquisition of Airbase has created a powerful unified platform that bridges the gap between HR and Finance. Research indicates that the AI-driven 'touchless' invoice processing and deep ERP integrations significantly reduce manual workload for mid-market finance teams. Based on documented features, the ability to manage payroll, expenses, and AP in a single ecosystem offers a unique advantage for organizations seeking consolidation.
Pros
Unified HR and Finance platform
AI-powered touchless invoice capture
Deep NetSuite & Sage integrations
Global payments in 145+ currencies
Automated 2-way/3-way PO matching
Cons
Pricing requires custom quote
Implementation fees (10-20%)
Mixed customer support reviews
Reporting can be complex
Limited native India compliance
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the completeness of AP features, including invoice capture, approval workflows, PO matching, and global payment execution capabilities.
What We Found
Paylocity (via its Airbase acquisition) delivers a comprehensive suite featuring AI-powered OCR for touchless invoice capture, automated 2-way and 3-way PO matching, and global payments across 145+ currencies.
Score Rationale
The score is high because the platform offers enterprise-grade automation and AI features comparable to standalone leaders, though some specific global compliance features lag behind specialized competitors.
Supporting Evidence
The system enables global vendor payments in over 145 currencies via ACH, check, virtual card, and international wire. Pay vendors across 200+ countries and 145+ currencies using ACH, check, virtual card, international wire, or vendor credits.
— paylocity.com
It supports automated 2-way and 3-way purchase order (PO) matching to prevent overpayments and ensure internal controls. Easily match purchase orders, invoices, and receipts with automated 2-way and 3-way PO matching.
— paylocity.com
The platform utilizes AI and machine learning to automate invoice capture, coding, and reconciliation, supporting a 'touchless' AP experience. Our intelligence uses a combination of rules, OCR, and generative AI to accurately populate invoice, bill, and PO details.
— paylocity.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market standing, financial stability, user base size, and industry recognition.
What We Found
Paylocity is a publicly traded NASDAQ company serving nearly 40,000 clients, and its acquisition of Airbase—a recognized G2 leader in spend management—solidifies its credibility in the finance space.
Score Rationale
The combination of a stable public parent company and an acquired product that was already a market leader justifies a top-tier credibility score.
Supporting Evidence
Airbase (now Paylocity for Finance) consistently earns accolades in G2 Best Software Awards for Accounts Payable Automation. Airbase also consistently earns accolades in the G2 Best Software Awards, leading in categories like Expense Management and Accounts Payable Automation.
— paylocity.com
Paylocity is a publicly traded company with approximately 40,000 clients and a strong history of G2 leadership. Paylocity, headquartered in Schaumburg, Illinois, services approximately 40,000 clients... traded publicly on the Nasdaq since 2014.
— fintechfutures.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of navigation, and the quality of customer support.
What We Found
Users consistently praise the interface for being intuitive and clean, but there are significant documented complaints regarding support responsiveness and account manager turnover.
Score Rationale
While the software UI is highly rated for ease of use, the score is impacted by recurring reports of inconsistent customer service experiences.
Supporting Evidence
Customer support reviews are mixed, with some users citing high turnover and difficulty reaching knowledgeable representatives. The customer service people and very pleasant but their hands are tied... Our implementation was convoluted.
— reddit.com
Users describe the interface as clean and intuitive, noting it simplifies tasks compared to legacy systems. We were looking for a nice clean UI... The Paylocity platform is simple to use.
— paylocity.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the pricing model, transparency of costs, and perceived return on investment based on public data.
What We Found
Pricing is not publicly listed and requires a custom quote, typically following a Per-Employee-Per-Month (PEPM) model plus implementation fees, which reduces transparency.
Score Rationale
The lack of public pricing and the presence of implementation fees (10-20% of annual cost) result in a lower score compared to transparent, flat-rate competitors.
Supporting Evidence
Pricing is custom and not publicly available, requiring a sales consultation. Pricing isn't publicly listed; you'll need a custom quote.
— peoplemanagingpeople.com
Paylocity typically uses a PEPM model with costs ranging from $22-$32 per employee, plus implementation fees. Paylocity typically charges on a per employee per month (PEPM) basis... implementation fees are typically about 10-20% of the annual software fees.
— outsail.co
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth of integrations with ERPs, accounting software, and HR systems.
What We Found
The platform offers deep, native integrations with major ERPs like NetSuite, Sage Intacct, and Microsoft Dynamics, along with seamless syncing to Paylocity's own HRIS.
Score Rationale
Strong, native ERP integrations that support amortization and real-time syncing justify a score of 9.0, positioning it well for mid-market finance teams.
Supporting Evidence
It connects AP data with employee records from the HRIS to streamline approval routing and management. Paylocity streamlines the entire intake-to-pay process by connecting accounts payable with the same employee and vendor data that powers payroll and HR.
— paylocity.com
The platform integrates deeply with NetSuite, Sage Intacct, and Microsoft Dynamics Business Central, including access to native amortization templates. NetSuite, Sage Intacct, and Microsoft Dynamics Business Central users can leverage our deep integration to access native ERP amortization templates.
— paylocity.com
8.9
Category 6: Security, Compliance & Data Protection
What We Looked For
We assess features related to audit trails, fraud detection, tax compliance, and role-based access control.
What We Found
The system includes robust compliance features such as AI-powered fraud detection, automated W-9 collection, and comprehensive audit trails for every transaction.
Score Rationale
The comprehensive audit capabilities and automated tax compliance features provide a strong security framework, though some specific international compliance features are less extensive than global-first specialists.
Supporting Evidence
It includes AI-powered W-9 collection to validate tax details with the IRS automatically. AI-powered W-9 collection automatically validates tax details with the IRS and other government agencies.
— paylocity.com
The platform maintains a full audit trail for every vendor and purchase, automatically attaching related email correspondence. Related email correspondence is automatically attached, giving you a full audit trail for every vendor and purchase.
— paylocity.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Compared to specialized global competitors, the platform has limitations in native compliance for specific regions like India (e.g., lack of native GSTIN/IRP support).
Impact: This issue had a noticeable impact on the score.
Reporting capabilities are described by some users as difficult to navigate and incomplete, sometimes requiring paid custom reports to get necessary data.
Impact: This issue caused a significant reduction in the score.
Users frequently report inconsistent customer support experiences, citing high turnover of account managers and slow response times for resolving issues.
Impact: This issue caused a significant reduction in the score.
ClearTech Nonprofit AP Automation is a specialized SaaS solution for nonprofit organizations and educational institutions looking to streamline their accounts payable process. The platform uses AI technology to automate invoice processing, provide in-depth insights, and control application costs, making it easier for nonprofits to manage their budget and reduce financial inaccuracies.
ClearTech Nonprofit AP Automation is a specialized SaaS solution for nonprofit organizations and educational institutions looking to streamline their accounts payable process. The platform uses AI technology to automate invoice processing, provide in-depth insights, and control application costs, making it easier for nonprofits to manage their budget and reduce financial inaccuracies.
COST EFFICIENCY
Best for teams that are
Nonprofits wanting 100% accurate data via human-verified OCR
Teams looking to outsource data entry to reduce labor costs
Organizations using NetSuite, QuickBooks, or Sage Intacct
Skip if
Organizations preferring strictly in-house data validation
Teams needing a complex standalone procurement suite
Nonprofits wanting a purely software-based tool without services
Expert Take
Our analysis shows ClearTech stands out for its aggressive 'one-day setup' promise and AI-first approach that claims 99% OCR accuracy, significantly reducing manual data entry for nonprofits. Research indicates their 'non-logged-in' approval workflow is a game-changer for volunteer boards who need to approve expenses without mastering complex software. Backed by Stripe and ISO 27001 certified, it brings enterprise-grade security to the nonprofit sector at a discounted rate.
Pros
One-day integration setup
99% accurate AI OCR
Non-login email approvals
Unlimited virtual corporate cards
Discount rates for nonprofits
Cons
No dedicated mobile app
Fewer US-specific user reviews
Pricing requires sales contact
Limited niche ERP support
Newer brand in US market
This score is backed by structured Google research and verified sources.
Overall Score
8.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the depth of AP automation features specifically for nonprofits, including invoice digitization, approval workflows, and fraud detection.
What We Found
ClearTech offers an AI-powered AP solution with 99% OCR accuracy, automated duplicate detection, and 'touchless' invoice processing tailored for nonprofits.
Score Rationale
The product scores highly due to its advanced AI capabilities that handle line-item extraction and duplicate detection, though it lacks some legacy fund accounting features found in older niche tools.
Supporting Evidence
The platform supports global payments via ACH, Check, Wire, or Card. Automate the invoice lifecycle - digitization, GL coding, approvals and payments by ACH, Check, Wire or Card
— clear.tech
It identifies invoice duplicates, contract rate deviations, and spikes in vendor spend. ClearTech identifies and highlights invoice duplicates, contract rate deviations, spikes in vendor spend, and more.
— clear.tech
The software provides 99% accurate OCR with line item capture and auto GL coding. 99% accurate OCR with line item capture. Auto GL coding of invoices.
— clear.tech
Provides in-depth cost insights tailored for nonprofits, as outlined in product documentation...
— clear.tech
AI-powered invoice processing documented in official product features...
— clear.tech
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for evidence of market adoption, reputable backing, and verified user reviews from nonprofit finance teams.
What We Found
While the US brand is newer, the parent company is a unicorn backed by Stripe and Kora Capital, lending significant financial stability and credibility.
Score Rationale
The score is anchored by strong investor backing (Stripe, Y Combinator alumni founders) but capped by a lower volume of public reviews for the US-specific 'ClearTech' brand compared to its Indian parent 'ClearTax'.
Supporting Evidence
The company is trusted by finance teams and has expanded globally. Trusted by the world's smartest finance teams.
— clear.tech
ClearTech is a product of Software Is Correct Inc., backed by major investors like Stripe. Stripe backs India's Clear in $75 million funding... The 10-year-old Indian startup, formerly known as ClearTax... ClearTech is a product by Software Is Correct Inc.
— clear.tech
9.0
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of setup, interface intuitiveness, and the ability for non-technical staff to approve invoices.
What We Found
ClearTech distinguishes itself with a 'one-day setup' claim and a friction-free approval process that allows stakeholders to approve via email without logging in.
Score Rationale
The score reaches 9.0 because of the exceptional 'one-day setup' promise and 'non-logged-in' approval capability, which significantly reduces friction for nonprofit board members or volunteers.
Supporting Evidence
Approvers can action requests directly from email without logging into the platform. You can now approve or reject a bill by directly clicking on the corresponding buttons in the bill approval email without needing to log in to the product.
— clear.tech
Integrations with major ERPs are designed to be set up in a single day. Our integrations are set up in just one day and enable you to seamlessly sync transactions without changing your current system.
— clear.tech
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We check for transparent pricing models, nonprofit-specific discounts, and clear ROI indicators.
What We Found
ClearTech offers specific discount rates for nonprofits and claims to reduce invoice processing labor costs by 60-80%.
Score Rationale
The score is strong due to the explicit mention of nonprofit discounts and significant labor savings, though public pricing tiers are not fully transparent without contacting sales.
Supporting Evidence
Implementation can reduce labor costs of invoice processing by 60-80%. Implementing an Accounts Payable solution like ClearTech can help reduce the labor cost of invoice processing by anywhere between 60-80%.
— clear.tech
The company offers specific discount rates to nonprofit organizations. Cleartech Solutions is pleased to offer discount rates to nonprofit organizations in the Bay Area.
— thecleartech.com
8.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine the breadth of pre-built integrations with accounting software commonly used by nonprofits.
What We Found
The platform offers pre-built integrations with 20+ popular systems including QuickBooks, NetSuite, and Sage Intacct, covering the vast majority of the nonprofit market.
Score Rationale
While it covers the major players (QB, NetSuite, Sage) excellently with deep sync, it scores slightly lower than 9.0 as it may lack native integrations for some niche nonprofit-specific legacy ERPs.
Supporting Evidence
Integrations support seamless transaction syncing without changing existing systems. Our integrations are set up in just one day and enable you to seamlessly sync transactions without changing your current system.
— clear.tech
Offers pre-built integrations with over 20 accounting systems. ClearTech's AP automation software offers pre-built integrations with 20+ popular accounting systems like Netsuite, Microsoft Dynamics, QuickBooks, and more.
— clear.tech
Vendor payment details require approval as a security measure against fraud. As a security measure to prevent payment fraud, payment details (ACH or Check) added against a vendor will go through an approval step.
— clear.tech
The product is ISO 27001 certified and utilizes SSL secure encryption. ISO 27001. Data Center. SSL secure. SSL Certified Site 128-bit encryption.
— clear.tech
9.2
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Research indicates a lack of a dedicated mobile application for iOS/Android, relying instead on mobile-responsive web interfaces or email-based approvals.
Impact: This issue had a noticeable impact on the score.
While the parent company (Clear/ClearTax) is a major entity in India, the specific US-facing 'ClearTech' brand has a lower volume of verified third-party reviews on platforms like G2 and Capterra compared to established US competitors.
Impact: This issue had a noticeable impact on the score.
SAP Concur offers a comprehensive spend management solution for nonprofits, addressing their unique needs for accountability, control, and transparency. It automates key processes like accounts payable, mileage tracking, and reimbursement, thus saving time and reducing errors. It also helps enforce travel policies, ensuring compliance and further control over expenses.
SAP Concur offers a comprehensive spend management solution for nonprofits, addressing their unique needs for accountability, control, and transparency. It automates key processes like accounts payable, mileage tracking, and reimbursement, thus saving time and reducing errors. It also helps enforce travel policies, ensuring compliance and further control over expenses.
24/7 SUPPORT
Best for teams that are
Large nonprofits with complex travel and expense policies
Organizations requiring strict global compliance and spend controls
Teams using SAP ERP products or needing enterprise integration
Skip if
Small nonprofits with simple needs (often considered overkill)
Teams wanting a modern, intuitive user interface
Organizations with limited IT resources for complex setup
Expert Take
Our analysis shows SAP Concur is a powerhouse for nonprofits that require strict audit trails and grant compliance. Research indicates its deep integrations with sector-specific ERPs like Blackbaud and Sage Intacct make it a top choice for complex organizations. While the interface has drawn criticism, the platform's security credentials (FedRAMP, SOC 2) and ability to enforce granular spending policies provide the rigorous control needed for managing donor funds.
Pros
Automated receipt capture with OCR technology
Deep integration with Sage Intacct & Blackbaud
Enterprise-grade compliance and audit trails
FedRAMP Authorized and SOC 2 compliant
Global currency and complex tax support
Cons
Per-report pricing can be expensive
User interface reported as clunky/slow
Steep learning curve for administrators
Customer support response times vary
Complex implementation process
This score is backed by structured Google research and verified sources.
Overall Score
8.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Accounts Payable Automation Platforms for Nonprofits and Education. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex nonprofit needs like grant tracking, fund accounting integration, and automated compliance enforcement.
What We Found
SAP Concur offers enterprise-grade expense and invoice automation with deep features for policy enforcement, receipt capture, and audit trails essential for grant compliance.
Score Rationale
The score reflects its status as a feature-rich market leader, though it is slightly impacted by the complexity required to configure these robust capabilities.
Supporting Evidence
Mobile app capabilities allow instant receipt capture and expense submission. Capture and upload receipts instantly by snapping a photo; Submit and approve expenses on the go.
— qentelli.com
Features include AI-powered receipt auditing to ensure compliance with expense policies and increase credibility. With Concur Receipt Audit, it makes sure our employees are in compliance with our expense policies. Employees knowing that their receipts are being looked at increases employee credibility.
— concur.com
The platform automates expense management, AP, mileage, and reimbursement policies to control nonprofit spending. Manage nonprofit spending with SAP Concur's expense management software, automating AP, mileage, reimbursement, and travel policies for better control.
— concur.com
Comprehensive mileage tracking and reimbursement features enhance operational efficiency, as outlined in the product's feature set.
— concur.com
Automated accounts payable processes documented in SAP Concur's official product documentation streamline financial management for nonprofits.
— concur.com
9.5
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, customer base, and longevity to ensure they are a reliable partner for mission-critical financial operations.
What We Found
As a subsidiary of SAP, Concur is a dominant market leader trusted by major global nonprofits and foundations, backed by extensive case studies and certifications.
Score Rationale
The score is near-perfect due to its massive global footprint, ownership by SAP, and adoption by high-profile organizations like The McKnight Foundation and Prison Fellowship.
Supporting Evidence
Prison Fellowship uses Concur Invoice to increase efficiency and pay vendors faster. For the Prison Fellowship... using Concur Invoice with Invoice Capture allowed the organization to increase efficiency and pay its vendors more quickly.
— concur.ca
Major nonprofits like The McKnight Foundation use the software to save 50% of time on filing expense reports. Since implementing Concur, The McKnight Foundation has saved 50% of their time spent on filing expense reports.
— concur.com
8.1
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support for administrative and end-user tasks.
What We Found
While the mobile app is praised for receipt capture, the desktop interface is frequently criticized as 'clunky' and 'outdated,' with reports of slow performance and frustrating support.
Score Rationale
This category scores significantly lower than others due to consistent user complaints about the 'Next Gen' UI complexity and difficulties in reaching effective support.
Supporting Evidence
Customer support is often cited as difficult to reach or unhelpful. Many reviewers pointed out a lack of support and that issues were left unresolved for weeks or months.
— rho.co
Recent UI updates have been criticized for requiring more clicks and causing efficiency losses. This new UI is much less efficient than it was before... What used to take me 30 minutes to complete my expense report, now has taken hours.
— community.concur.com
Users describe the interface as clunky, unintuitive, and slow, particularly when handling large amounts of data. The interface feels clunky and unintuitive, making it difficult to get started due to the steep learning curve. Performance is often slow.
— g2.com
24/7 support availability ensures continuous assistance, as documented on the SAP Concur support page.
— concur.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing model, public availability of costs, and contract terms to determine if the product offers good value for nonprofit budgets.
What We Found
Pricing is not publicly transparent and typically involves per-report fees that can accumulate quickly, along with complex contract terms.
Score Rationale
The score is impacted by the 'per-report' pricing model which can be unpredictable for nonprofits, and the lack of transparent public pricing.
Supporting Evidence
Some users report being charged per report regardless of transaction count, leading to high costs. AP told me that Concur charges $15/report regardless of how many transactions were in the report.
— reddit.com
Users have reported confusion over billing practices and contract termination policies. The contract includes a 90-day termination notice period... I was billed from 1/24-3/24 for the services for the new company that was never set up.
— bbb.org
Pricing is reported to be around $9 per report on average according to user reviews. G2 customer reviews report each expense report costing $9 on average. This is in addition to the ongoing monthly fees that SAP Concur charges.
— rho.co
Enterprise pricing model offers tailored solutions for nonprofits, though it requires custom quotes.
— concur.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate how well the software connects with common nonprofit accounting systems (ERPs) and fundraising platforms.
What We Found
The platform offers robust integrations with key nonprofit ERPs like Sage Intacct, QuickBooks, and Blackbaud Financial Edge NXT, often via specialized connectors.
Score Rationale
Strong score due to the breadth of the ecosystem and specific connectors for nonprofit-heavy tools like Blackbaud and Sage, though some require third-party middleware.
Supporting Evidence
New native integrations launched for QuickBooks Online, Sage Intacct, and Xero for Professional editions. Starting February 15th, SAP Concur makes accuracy easier than ever by enabling new integrations with QuickBooks Online, Sage Intacct, and Xero.
— community.concur.com
Connectors are available for Blackbaud Financial Edge and Raiser's Edge to streamline nonprofit financial data. ApexConnect Connectors for Concur Expense and Concur Invoice support: • Blackbaud FE • Blackbaud NXT... To manage hires, terminations, and organization structure.
— concur.com
Integrates with Sage Intacct to eliminate manual data entry and sync GL accounts and vendors. Sage Intacct integration eliminates the need to use clunky import files or manually re-key data as it is pulled directly into SAP Concur in near real-time.
— marketplace.intacct.com
Extensive integration options with other systems are documented in SAP Concur's integration directory.
— concur.com
9.6
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of critical security certifications and compliance standards necessary for protecting sensitive donor and financial data.
What We Found
SAP Concur maintains top-tier security standards including SOC 1 & 2 Type II, ISO 27001, PCI DSS, and FedRAMP authorization, making it highly secure.
Score Rationale
The score is exceptional because it meets the most rigorous global security standards, including those required for government and public sector use.
Supporting Evidence
Compliance includes ISO 27001, ISO 9001, and PCI DSS Level 1 certification. ISO 27001 & 9001... Payment Card Industry (PCI) Attestation of Compliance. A Level 1 Visa registered CISP-compliant service provider.
— concur.com
The platform has achieved FedRAMP Authorized status for public sector cloud applications. In 2024, Concur Cloud for Public Sector received full Authorized status in accordance with the Federal Risk Assessment Management Program (FedRAMP).
— concur.com
SAP Concur holds SOC 1 and SOC 2 Type II reports and is audited every six months. Since 2017, SAP Concur has added a SOC2 security audit report as well as audits every six months.
— concur.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer support is frequently cited as unresponsive or difficult to navigate, with issues sometimes taking weeks to resolve.
Impact: This issue caused a significant reduction in the score.
The pricing model is opaque and often based on a 'per report' fee (approx $9/report) which can be cost-prohibitive for some organizations compared to flat-rate competitors.
Impact: This issue caused a significant reduction in the score.
Users consistently report the 'Next Gen' user interface is clunky, slow, and requires more clicks than previous versions, leading to efficiency losses.
Impact: This issue caused a significant reduction in the score.
The 'How We Choose' section for accounts payable automation platforms for nonprofits and education outlines a rigorous evaluation process based on key criteria such as product specifications, feature sets, customer reviews, and overall ratings. Specific considerations important to this category include the unique financial management needs of nonprofits and educational institutions, user-friendliness, integration capabilities with existing systems, and cost-effectiveness. Rankings were determined by analyzing comprehensive data from product comparisons, customer feedback, and the price-to-value ratio of each platform, ensuring a thorough understanding of how these products meet the specific demands of the nonprofit and education sectors.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of user feedback and industry standards.
Rankings based on an in-depth analysis of features, pricing, and customer ratings specific to nonprofit and education sectors.
Selection criteria focus on automation efficiency, integration capabilities, and user satisfaction in accounts payable solutions.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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