MineralTree Software


 

MineralTree is a cloud-based payment automation and invoicing system that is an ideal fit for small and midsize businesses. By integrating with NetSuite, Intacct, Microsoft Dynamics GP and QuickBooks, MineralTree allows users to maintain their existing accounting system and payment workflow while smoothing out their payment process.

Because of MineralTree’s third-party integration, users will not need to enter data twice. The system features a bi-directional sync between both systems so that all data can be safely shared between the two. If a company does not currently use an accounting system, MineralTree can stand alone as a payment processing system.

MineralTree features ways to issue payments by check, ACH​ or credit card, and automates the entire paying process once payments are approved. The system also separates user types, meaning MineralTree is optimized for the person using it, including Accounting Managers, Approvers and more.

 

MineralTree - Accounting Manager Dashboard
 
  • MineralTree - Accounting Manager Dashboard
    Accounting Manager Dashboard
  • MineralTree - Automated Data Entry of Invoice
    Automated Data Entry of Invoice
  • MineralTree - Inbox with Captured Invoices
    Inbox with Captured Invoices
  • MineralTree - Open Invoices
    Open Invoices
  • MineralTree - Payment Approval Dashboard
    Payment Approval Dashboard
  • MineralTree - Payment Review and Authorization
    Payment Review and Authorization
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

33 Reviews of MineralTree

 
Software Advice Reviews (10)
More Reviews (23)

Showing 1-10 of 10

from IQ BackOffice
Specialty: Accounting / CPA
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

Super simple to use and relieves the workload of processing

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After using several other disbursement products, I found Mineral Tree to be extremely easy to use. We even rolled out to a client and had them using it to approve payments before we could train them officially. It was just that simple to use for the approvals and the processing. The fact that it integrates directly to the ERP and keeps payment data updated via the API means no worrying about extracts and file transfers. We just get down to the business of paying the bills.

Pros

Integration and simple interface.

Cons

Only a few UX tweaks could be drummed up to be cons - personal preferences. Not really any true cons.

Advice to Others

Review your options and check with the competitors on how you may have to handle the data extracts. With integration via API into the major systems, and an install-able integration tool on other stand alone ERP's, you'd be hard pressed to find a more streamlined, and connected solution.

 
 

from Bournes Energy
Specialty: Oil & Gas / Energy
Number of employees: 51-200 employees Employees number: 51-200 employees

Mineral Tree has saved many a headache!!

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I love Mineral Tree! I no longer have to chase paper around the office or remember to pay a certain vendor in the future. All of this means I only have to "touch" an invoice once; which means I have time to focus on other tasks I'm assigned. My managers have transparency with regard to payables.

 
 

from OndaVia, Inc.
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

Great product

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Saves time, provides powerful capabilities to small companies.

 
 

from NuoDB
Specialty: Software / Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

MineralTree Review

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MineralTree is a cost effective solution for automating your AP process. We are able to send invoice approvals to managers directly through the system and it is a pretty straightforward application. We have MineralTree integrated with our quickbooks software.

Pros

I like the ease of use and without very little training it is pretty easy to get up an running and use the system. I like the approval routing features as well as the ability to upload PDF's of the invoices for review as well as having them stored electronically for our records.

Cons

We do occasionally have some issues/bugs with getting MineralTree and Quickbooks to sync regularly as they should. We typically are able to troubleshoot the problem on our own and get it resolved quickly, but it would be nice if this was a smoother integration.

 
 

from Agrivida
Specialty: Agriculture

Mineral Tree Time Saving

Ease-of-use

Functionality

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Value for Money

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Likes Best

The ease of the initial installation of Mineral Tree.

Likes Least

The voice communication has some limitations. It takes a few times to reach a live person.

Recommendations

Have a follow up meeting after the first month to discuss any issues.

 
 

from Pluralsight, LLC
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

MineralTree

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Likes Best

Ease of use and implementation. Also, connects easily with bank account and ERP system.

Likes Least

Still feels like a small business so it's hard to get the updates or improvements we need on a timely basis

Recommendations

We have extensively tested and used this software and have been able to see what works and what doesn't.

 
 

from Jitasa
Specialty: Other

Love it, especially with some additional features

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Functionality

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Likes Best

Easy to use, great customer support. The most beneficial part is not having to cut the checks

Likes Least

Lack of mobile support/responsiveness - Add this and you'll be a very competitive product.
Better User invoice approval process - Currently users have to submit an invoice, then approve. They should be able to submit and approve in the same step.

Recommendations

Definitely streamlines our AP payment process. Eliminates paper shuffling!

 
 

from A Place For Rover, Inc.
Specialty: Software / Technology

They send check so we don't have to

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Likes Best

That it syncs to our financial systems and updates customer records.

Likes Least

Sometimes it isn't timely with the syncing between systems.

Recommendations

Integration was easy and seamless for us and our customers

 
 

from A Place for Rover Inc
Specialty: Accounting / CPA

Review of MineralTree

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Likes Best

I appreciate the simplicity of the webpage, and the logical flow.

Likes Least

There are a lot of things that go wrong. These issues range from constant issues with synching with Quickbooks to our payee's receiving emails we have asked that they not receive.

Recommendations

I would recommend keeping a close eye on the transaction amounts and the details for each vendor.

 
 

from Apnea Care Inc.
Specialty: Healthcare / Social Services

Easy check managaement!

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Likes Best

Easy to use and a great value! Works well with my QuickBooks program.

Likes Least

Software updates are a little difficult like any other program changes.

Recommendations

You have tro try it to see how easy it is to use, and see the time you save!

 
 
 
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