Dancing Numbers vs. Pipefy

Dancing Numbers is ideal for small to medium-sized businesses needing an easy-to-use, cost-effective accounting solution, particularly during transitions from manual bookkeeping or other software. It’s especially useful for firms with basic accounting needs or limited expertise, offering automation for routine tasks. However, it may not be suitable for large enterprises with complex financial operations, businesses requiring advanced customization, or those in highly regulated industries. It also might fall short for companies with extensive international operations or high transaction volumes.

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• Bulk Data Import
• Bulk Data Export
• Bulk Data Delete
• Data Conversion
• Software Integration

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

I’ve been using Dancing Numbers for a few months now, and overall, it’s been a great experience. The platform is user-friendly and intuitive, making it relatively easy to navigate even for someone with a moderate level of accounting knowledge. The automated data entry and reconciliation features are particularly helpful, saving us a significant amount of time and reducing manual errors.The integration with various accounting systems is a big plus, allowing us to seamlessly connect with our existing tools. Customer support has been responsive and helpful whenever we’ve had questions or needed assistance.However, there are a few areas where Dancing Numbers could improve. While the core functionalities are strong, some advanced features feel a bit limited compared to competitors. Additionally, the pricing structure could be more flexible to accommodate different business sizes and needs.Overall, Dancing Numbers is a solid choice for businesses looking to streamline their accounting processes with a reliable tool, though there’s room for enhancement in certain areas.

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

Incentivized