Small Business
Designed for startups and growing businesses
Brand: Perfios Software Solutions
Perfios Financial Data Analysis Software empowers businesses with efficient financial data processing, comprehensive insights, and customizable reporting, enabling informed decision-making and seamless financial management.
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Brand: Perfios Software Solutions
Founded Year: 2008
Perfios Software Solutions is a B2B fintech software company that offers credit decisions, analytics, and onboarding automation services.
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Small Business
Designed for startups and growing businesses
Medium Business
Built for business growth and flexibility
Enterprises
Designed for complex and large-scale business needs
4.2
Out of 5
Overall Rating
Based on
10 Verified Reviews
Rating Breakdown
87% Recommend this Product
Add ReviewUsers generally appreciate Perfios for its efficiency in managing financial data, aiding in loan processing, tax preparation, and budgeting. The software's ability to generate insightful reports and automate checks is frequently highlighted as a major benefit. However, common complaints include a steep learning curve due to its complex interface, limited customization options, and slow customer support during critical times. Some users also note that initial setup costs can be high, which may be a concern for smaller businesses.
Pros
"Helps in organizing and managing financial documents effectively."
"Aggregates financial data effectively and provides useful insights."
"Perfios lets me see all my bank accounts and credit cards in one dashboard."
Cons
"The interface is a bit outdated and takes time to get used to."
Apr 20, 2025
Techjockey Verified
“A Smart Tool for Loan Processing and Credit Checks”
Our finance team uses Perfios to help with loan processing. It pulls in all the financial data we need from the customer's bank accounts and creates smart reports we can use to make decisions. This has helped us cut down the time it takes to check someone’s credit info. The only issue is that some reports take longer to generate, but overall, it has made our loan approvals faster and more accurate.
Pros
Makes it easy to check credit data and process loans faster.
Cons
Some reports take a bit of time to load.
Reason to switch
We used to use CredFlow, but switched to Perfios because it gave us deeper financial reports and was easier to integrate into our workflow.
Apr 9, 2025
Techjockey Verified
“Helpful for Tax Preparation”
I started using Perfios mainly to help with my taxes. It makes it really easy to keep track of my investments and figure out my capital gains. The reports it gives are clear and save me a lot of time when I file my taxes. At first, it was a bit confusing because there are so many tools and reports, but once I got the hang of it, it made tax season much less stressful.
Pros
Perfios calculates capital gains and helps with tax reports.
Cons
It takes a little time to understand all the features.
Reason to switch
I moved from TaxSpanner to Perfios because Perfios gave me better insights on my capital gains and investment tracking, not just tax filing.
Mar 28, 2025
Techjockey Verified
“Efficient for Financial Document Management”
Perfios assists in managing financial documents, making it easier to retrieve and analyze them. It’s efficient and saves time. However, the lack of customization in certain features can be limiting for specific needs.
Pros
Helps in organizing and managing financial documents effectively.
Cons
Some features are not customizable.
Reason to switch
We considered ClearTax for more customization but preferred Perfios’s efficiency.
Perfios
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Perfios software is compatible with Windows and macOS operating systems.
Perfios app is unavailable on Android and iOS devices.
Perfios Software supports web-based deployment.
Perfios financial data analytics software pricing is available on request at techjockey.com.
Perfios financial data analytics Software is designed to serve a wide range of users, including businesses of all sizes, digital marketing agencies, etc.
Perfios Data Analytics software demo is available for free with techjockey.com.
Perfios financial data analytics software does not offer a free trial.
Perfios is a web-based platform. So, you need not download any software or app to use it.
Perfios is a powerful data analysis software that efficiently extracts, categorizes, and analyzes vast amounts of data in real-time. Its capabilities span various data types, making it a reliable and comprehensive tool for effective data management and insights.
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Terms and Condtions
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.