The software is very user friendly for both the novice and seasoned users.The layout of pages are easy to navigate and understand. It also helps me keep track my financial information in one place, which allows us to manage our expenses more efficiently. There seems to be some room for improvement with customization options (which we do not use). We have used this product along side an accounting system from QuickBooks so transferring data from QB to PORTAL was simple! Great tool for any business owner looking to save time and resources while maintaining complete visibility into their finances. Keeping records up-to-date has never been easier or faster than having everything in one platform; especially when I am working with multiple people it makes life much simpler. I love that the reports can display historical trends as well as current year results, this gives you better insight into where your money is going during certain times of the year. In addition i like how easy they make adding I like that it has all of my accounts in one place, so I don't have to log into multiple sites or apps to check balances and transactions. It also makes it easy for me to manage everything from one screen! Sometimes there are some bugs with the app which can make things frustrating but they do get fixed pretty quickly. For now, this is working well enough for us. We're able to keep track of our finances much more easily than we used to be before using this software.