# Gaviti Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Gaviti the right Accounts Receivable solution for you? Explore 91 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/169544/Gaviti/reviews --- Gaviti 4.5 (91) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Gaviti Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews TM Tyler M Accounts Receivable AnalystComputer Software, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “One of the biggest benefits is that Gaviti automates invoice follow-ups, reminders, and collections workflows so we don’t have to manually chase payments.“ January 5, 2026 LA Lenora A Office ManagerReligious Institutions, 2 - 10 employeesUsed the software for: 6-12 months. “System does NOT show the TRANSACTION numbers from online payments and does not show when acct has a CREDIT balance“ December 5, 2024 sw shayla w account receivable specialistAccounting, 51 - 200 employeesUsed the software for: 1-2 years. “It streamlined collections, improved visibility into aging and customer communications, and helped me manage accounts more efficiently“ December 31, 2025 JK Jodi K Billing CooridinatorConsumer Services, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Creating reports is not the simplest.“ January 9, 2026 sw shayla w account receivable specialistAccounting, 51 - 200 employeesUsed the software for: 1-2 years. “The automation features reduced manual follow-ups, while still allowing room for personalized outreach when needed.“ December 31, 2025 TM Tyler M Accounts Receivable AnalystComputer Software, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “I feel limited on the reporting capabilities of gaviti.“ January 5, 2026 TM Taylor M Credit Collections AnalystAccounting, 1,001 - 5,000 employeesUsed the software for: Less than 6 months. “My overall experience with Gaviti has been positive. Although there have been some hiccups with data displaying correctly within the dashboard, the product has been easy to use and the detailed note taking, scheduling, and reminders have been a great improvement over our previous platforms.“ December 1, 2025 TM Tyler M Accounts Receivable AnalystComputer Software, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Deep analytics is difficult and not intuitively navigable.“ January 5, 2026 ## Showing most helpful reviews Showing 1-25 of 91 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LL Lorvy L. Administrator Glass, Ceramics & Concrete Used the software for: 1-2 years ### "Gaviti is a star!" June 19, 2025 5.0 Gaviti is such a time saver! It indeed helped me do my job a lot easier, faster, and more efficiently. Pros I just love the number of things it can help me do faster to make work a lot easier and more efficiently. Cons Generating reports can be a bit very detailed and can take a lot of steps to filter and complete. It also does not allow me to copy from fields. Review Source Response from Gaviti July 8, 2025 Hi Lorvy, We’re glad to hear that Gaviti has helped streamline your workflow and improve efficiency—making your job easier and faster is exactly what we aim for. We appreciate your note on the complexity of generating reports and the inability to copy from form fields. We’ve submitted a feature request for copy functionality to be added to form fields, as we understand how useful this can be. Additionally, we’re excited to share that Gaviti now offers AI-assisted report generation to help simplify complex reporting tasks and reduce the number of manual steps needed. This enhancement is part of our ongoing commitment to improving user experience and efficiency. Thank you for taking the time to leave a review. AW Amy W. Collections analyst Business Supplies and Equipment Used the software for: 1-2 years ### "Its ok. Wish it was better." June 19, 2025 4.0 I am in the middle with this produce. I like the concept but wish it worked better. It should interface with salesforce so we do not have to touch it. It should also keep our internal contacts instead of me having to fix them all the time. Pros Automatically sends invoices and reminders. I also like the reporting part of it were i can log on and run a spreadsheet to check my open invoices. Cons Have to fix the it all the time and cooperate has to load the invoices making it not automatic. I have to touch it too much. Review Source Response from Gaviti July 10, 2025 Thank you for your feedback, and we’re truly sorry you’re experiencing these issues. None of these problems should be happening, and we completely understand your frustration—especially given how important automation and reliability are in your workflow. We want to highlight that our platform does have an integration with Salesforce, which should help reduce the need for manual intervention, especially when it comes to syncing contacts and automating invoice processing. If this isn’t functioning as expected for you, our team would love the opportunity to investigate and get it working smoothly. Please don’t hesitate to reach out so we can make this right. Thank you for taking the time to leave a review. AC Alicia C. CSA Facilities Services Used the software for: 1-2 years ### "Bare Minimum " September 3, 2024 3.0 Overall it's been okay. Not a whole lot to brag on. Very minimal for our type of business. Pros It's been nice to be able to keep track of correspondence. Cons I can't separate my billing by my region. So reporting wise the whole company is bulked together. It would be nice not to have to filter through my email to find what I need. It would be nice to be able to have a fully operational AR & AP all together in one place. invoices disappearing after payment is kind of wonky. Rather than having a separate place within the software once they've been paid. Switched from [QuickBooks Payroll](https://www.capterra.com/p/174981/QuickBooks/) Our company made that decision for us. This decision was probably made to separate operations from one company to another. We had a pretty large company merge. Review Source Response from Gaviti September 11, 2024 Hi Alicia - We are glad that Gaviti has been helping you keep track of correspondence. We pride ourselves on helping A/R teams get and stay organized. About the separation of billing, it is possible to do this, it's entirely up to you how you choose to structure your business units. Many of our customers use both approaches: some prefer managing everything under a single unit, while others set up multiple subsidiaries based on region, unit, branch, or other criteria. All of these options are supported. Even within a single business unit, you can implement these distinctions using custom fields based on specific criteria. About the disappearing invoices. Invoices don't disappear, it depends on the filters you set up. If you wish, you can apply a filter to view all invoices, including the paid ones, on the same page. Please feel free to reach out to your dedicated customer success manager to help you. JK Jodi K. Billing Cooridinator Consumer Services Used the software for: 6-12 months ### "Gaviti Review " January 9, 2026 4.0 I like the program. As stated it is easy to look up invoices, can find by invoice #, account, or our sales order number. Would recommend to others. Pros Pretty simple to view and navigate. We can add notes to invoices and actually do multiple notes to mulitple orders at the same time. Cons Reporting - could be confusing. Creating reports is not the simplest. It may be the filters we have set up but not very user friendly. Review Source GF Gary F. CEO Accounting Used the software for: 1-2 years ### "Just What We Needed" June 19, 2025 5.0 As a CEO, Gaviti had been a game changer! I can see how we are doing at a glance. I can see who the biggest late paying clients are and manage them better. Pros The way it tracks our staff's efforts to collect money and control the pipeline of aged invoices. Way better than spreadsheets. Cons I wish it had more robust reporting. Sometimes, for our clients, we need to tell a story. For instance, if I could track the receivable aging pipeline over time I could show how good things look now comapred to when we started using Gaviti. Review Source Response from Gaviti July 13, 2025 Thank you for the thoughtful feedback! We're excited to hear that Gaviti has been a game changer for you—especially in tracking team performance and managing aged receivables more effectively than spreadsheets. That visibility is exactly what we aim to deliver for leaders like you. On the reporting side, Gaviti includes fully customizable reporting tools and an AI-powered report builder so you can create nearly any report you need, including historical views of your receivables aging pipeline to tell a compelling before-and-after story. If you'd like help setting this up or tailoring reports for client presentations, your company’s dedicated Customer Success Manager will be happy to assist you. Thank you for taking the time to leave a review! PK Patricia K. Accounts Receivable Specialist Business Supplies and Equipment Used the software for: Less than 6 months ### "New to GAVITI - good experience so far" June 19, 2025 5.0 For the two weeks my company has been using, very pleased. Quick to understand screens. I may not need all the extra information on the dashboard, but, that is how it was set-up by management at my company. Pros Excellent assistance via \[sensitive content hidden\] in Israel with all our company questions. Easy to enter notes whether customer or invoice. Cons When the invoices are emailed to our customers, our customers often "short pay" an invoice, and Gaviti doesn't understand that an invoice could be under appeal, etc. Also, many of my customers are called, and the general email says they are not responding to a previous email. Review Source Response from Gaviti July 8, 2025 We’re thrilled that Gaviti has been easy to use and helpful in tracking customer and invoice notes. We're even more thrilled that you are happy with our customer support. Regarding your comments about short payments and invoice disputes: we completely understand how important it is to account for these situations. Gaviti’s workflows can be customized to recognize and adapt to partial payments and disputes, ensuring that follow-up actions reflect the true status of the invoice. Additionally, we offer a dedicated dispute management product that helps teams track, process, and resolve invoice disputes in a streamlined way. If you would like help updating your workflows or are interested in Dispute Management, please reach out to your company's dedicated customer success manager. Thank you for taking the times to leave a review. NN Natasha N. Customer Service Associate Construction Used the software for: 2+ years ### "Gaviti Overall " June 19, 2025 5.0 I have been using Gaviti for a couple of years now. I personally like that my invoices can be setup as I need them to be, whether that be automated, or special handling, along side, sending out reminders. Pros I absolutely love the automations of these site. Helps keep me free and focused on more important things. Cons I have not found any dislikes with the system personally. Gaviti works as I think it should, as it is a great tool and great functions. Review Source Response from Gaviti July 10, 2025 We're thrilled to hear that Gaviti has made a meaningful impact on your day-to-day work, helping you stay focused on what matters most. It's great to know that our flexible invoicing and reminder tools are delivering the value you expect. We especially appreciate your long-term support over the past few years—it means a lot to us. Thank you for taking the time to leave a review. TR Tiffani R. AR Manager Computer & Network Security Used the software for: Less than 6 months ### "AR Manager" June 20, 2025 5.0 So far my experience has been very positive. As stated, it has saved my team several hours and has allowed us to reach all of our customer base instead of just high dollar accounts. I would recommend Gaviti to other companies. Pros Gaviti is user friendly and easy to learn. Gaviti's automatic communication to customers has saved so much time for my team from sending out manual emails. Cons I wish the activity under the invoice was listed under the notes, such as when a pre-due or past notification has been sent. Instead you have to look at the notes to see what the AR Rep is doing then under Activity to see the emails. It would save me time from having to look under two tabs to see the whole picture. Review Source Response from Gaviti July 20, 2025 We're thrilled to hear that Gaviti has been a user-friendly and time-saving solution for your team — especially in reaching your entire customer base more efficiently. We appreciate your suggestion regarding viewing activity and notes together. While those tabs currently serve distinct purposes, please note that Gaviti’s views are fully customizable, allowing you to tailor your screen setup to better suit your workflow and preferences \[3\]. If you’re not seeing all the information you need in one place, we encourage you to reach out to your dedicated Customer Success Manager, who can walk you through customizing the view to help streamline your experience further. Thank you for taking the time to leave a review. BN Brandon N. Accounts Receivable Specialist Computer Software Used the software for: Less than 6 months ### "My 2 cents on Gaviti" June 30, 2025 4.0 I am pleased with it. I am relatively new to Gaviti, but there are no major concerns or pains it causes Pros I love the ability to see the invoice pdf, past notes, and other information for a specific invoice all from the same screen. Cons I wish there was an ability to see the notes, pdfs, etc of all past open invoices of a company while looking at a more recent invoice of that company. Sometimes I am looking at a brand new invoice for a company, so there are no notes attached to it, but I know that on previous invoices I left notes, but I am unable to access those notes while looking at the newest invoice. Review Source Response from Gaviti July 14, 2025 Thank you for the thoughtful feedback — we’re glad to hear that you’re enjoying the ability to view invoice PDFs, past notes, and related data from the same screen! Regarding your suggestion about accessing notes, PDFs, and other attachments from past invoices while viewing a new one: a helpful tip is to navigate to the customer record, not just the invoice view. The customer record gives you a complete historical overview of all open and past invoices, including attached documents and notes — this can help you access the context you're looking for even when working from a newer invoice with no history yet. We appreciate your input and are always working to improve the user experience. Please feel free to reach out if you need help navigating the customer records or want to share more suggestions. Thank you for taking the time to leave a review. NPT Norman Paul T. Collection Specialist Construction Used the software for: 6-12 months ### "Great for productivity " June 19, 2025 5.0 It has been a pleasant experience using Gaviti and it really helps me keep up my productivity making sure past due invoices are touched Pros helps with productivity and making sure automated emails are being sent for invoices. We can also set the type of workflow so different actions would be made per workflow Cons nothing much really, there can be times that the site is slow and would just load. But it would be a quick fix by refreshing the site Review Source Response from Gaviti July 8, 2025 Hi Norman, We’re glad to hear that Gaviti has been a helpful tool in supporting your productivity and automating invoice follow-ups through customizable workflows. Your feedback reinforces the impact of what we’re building, and we’re happy it's making your day-to-day work smoother. We also appreciate you flagging the occasional slowness with the site. Performance is a top priority for us, and we’re actively working on infrastructure improvements to enhance website speed and overall stability. Thank you for taking the time to leave a review. AR Angie R. Invoicing Specialist and Accounts Receivable Support Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Collections Helper" March 25, 2025 5.0 Awesome way to keep notes on Accounts Receivables. Automatic reminder emails for lower day accounts leaving time to work on the older aging. Pros Second set of hands when it comes to collections. Cons Adjustments of workflows to match customer base. Review Source Response from Gaviti March 31, 2025 We are so glad that Gaviti feels like a second set of hands. Our goal is to take some of the load off and it seems we have achieved it! We understand that managing workflows can sometimes be a bit overwhelming. But we allow you to design and adjust them to align perfectly with your business needs. Please be aware that we offer an AI-powered workflow builder that can generate entire workflows from scratch in minutes and provide real-time optimization suggestions. Should you require personalized assistance, your dedicated customer success manager is always available to help. Thank you for taking the time to write a review. KJ Kelly J. Collections Specialist Accounting Used the software for: 6-12 months ### "Thoughts on Gaviti" December 5, 2024 4.0 good experience with learning the program and still learning. open to learning as much as much as I can to aid me in being as efficient as possible in my role. Pros Easy to locate accounts, ability to review any and all notes from previous users to get a broader look at any prior or consistent issues. Also, can locate any additional contact information. Cons No negative opinions. I've only used this product for a about a year and still learning the ins and outs, but have no complaints about the program. Review Source Response from Gaviti December 18, 2024 Hi Kelly, We are so glad that Gaviti is helping you be efficient and work better. That is why we are here! Thank you for taking the time to write a review. DB DONNA B. CUSTOMER ACCOUNT ADMINISTRATOR LEAD Construction Used the software for: 1-2 years ### "Gaviti review" December 5, 2024 5.0 exceptional program with excellent customer service Pros the automation and how customizeable it is Cons it does so much I lose track of time looking at all the data lol Review Source Response from Gaviti December 10, 2024 Hi Donna, We’re absolutely thrilled to hear that you find Gaviti exceptional—your kind words are music to our ears! While we know you’re not really complaining, we do have a solution to help with the challenge of keeping track of time (yes, we agree—reports can be fun!). Our customizable dashboards allow you to focus on exactly the data you need. You might find it helpful to set up a daily dashboard for quick, essential insights, and a more detailed dashboard for deeper dives when needed. If you’d like assistance with setting this up, please don’t hesitate to reach out to your dedicated Customer Success Manager—they’re always happy to help. Thank you so much for taking the time to leave a review. AL Abigail L. Regional Contract Administrator Construction Used the software for: 6-12 months ### "Regional Contract Administrator" December 6, 2024 5.0 Has been a wonderful experience with Gaviti. Appreciate the staff's help on support tickets within 2 days. Pros I appreciate the communication viewable from the customer directly uploading from emails. Cons Integration issues caused by our software's limitations. Hoping we will get to change our current software to something more compatible with Gaviti in the future. Review Source Response from Gaviti December 15, 2024 Hi Abigail, We're delighted to hear that things are going well. As you know, Gaviti seamlessly integrates with all business systems, so if you’re planning to continue using your current software, don’t hesitate to reach out to your dedicated Customer Success Manager. They’d be happy to explore any opportunities to further optimize your experience and tailor the system to your needs. We appreciate you taking the time to leave us a review. All the best, Sarah AG Andrew G. Job Cost Analyst Information Technology and Services Used the software for: 6-12 months ### "Gaviti Improves Billing and Collections Processes" November 26, 2024 5.0 Pros Gaviti does a much better job at tracking invoices and dates than native ERP systems, and particularly does a better job at logging notes and correspondence both with the customer and with internal team members. It's improved communication between departments exponentially. Cons There is a slight lag time between posting an invoice in our ERP system and it showing up synced with Gaviti. In a perfect world, there would be no lag time. Review Source Response from Gaviti December 10, 2024 Hi Andrew, Thank you for sharing your feedback! We're thrilled to hear that Gaviti has significantly improved your company's A/R operations and overall communication. Your insights are invaluable in helping us refine our platform. Regarding the lag time, we’re always working to enhance our product. If this is affecting your experience, we encourage you to reach out to your dedicated Customer Success Manager, who will be happy to assist. Thank you for taking the time to write a review. NC Nichole C. Account Executive Marketing and Advertising Used the software for: 6-12 months ### "Positive review of Gaviti" December 12, 2024 5.0 easy to use, great for downloading individual invoices to customers. Pros easy to download invoices, great application for visual users. Cons not sure how to find a list of all invoices for the full year? Review Source Response from Gaviti December 19, 2024 Hi Nichole, We’re thrilled to hear that you find Gaviti easy to use. Our goal is always to create intuitive experiences for our users. To quickly locate the invoices you need, you can use the filters available within the customer record view. If you need any assistance or have questions, please don’t hesitate to reach out to your dedicated Customer Success Manager—we’re here to help! We truly appreciate you taking the time to share your feedback. Best regards, Sarah NR Nicole R. Digital Sales Customer Success Public Relations and Communications Used the software for: 1-2 years ### "Good Experience " December 6, 2024 5.0 I like it, i think its good for a company to use. Pros Being able to access invoices at all times Cons Sometimes it doesnt pair with our accounting system immediately Review Source Response from Gaviti December 18, 2024 Hi Nicole - We are glad that you like Gaviti and are finding it valuable. We pride ourselves on smooth connections with other software systems, so if you are finding that Gaviti doesn't pair the way it should with another system, please reach out to your dedicated customer success manager. Thank you for taking the time to leave a review! RL Rina L. AR representative. Accounting Used the software for: 6-12 months ### "Gaviti Review" September 23, 2024 3.0 Pros The organization and all information being on one screen. Cons Gaviti runs very slow. It needs a new software update. Review Source Response from Gaviti October 6, 2024 Hi Rina, Thank you for sharing your feedback! We’re thrilled that Gaviti is supporting your organization, and we truly apologize for the slower performance you’ve experienced. We’ve recently rolled out a major software update designed to enhance speed and performance. We’d appreciate it if you could give it a try, and if you still encounter any issues, please don't hesitate to reach out to your dedicated Customer Success Manager. We’re here to ensure everything runs smoothly for you. Thank you again for taking the time to leave a review. CD Christina D. Account Receivable Represenative Marketing and Advertising Used the software for: 6-12 months ### "Gaviti Review " August 28, 2024 2.0 HORRIBLE - Too many bugs in the system. Ability for more users added slows speed down even further. I should not have to wait for the system to sit and spin after a single notation. I need to have the ability to added a note save it and then moved o the next task. My job is fast paced, I need an accounting system that will not hinder this. Pros Only thing is they send auto reminders. Cons SPEED!!! Inability to use "enter' instead have to tab down 1st. AW SNAP responses are constant. Review Source Response from Gaviti September 9, 2024 Hello Christina, We're truly sorry to hear about the issues you've encountered with Gaviti. We've recently made some system improvements that should address the speed and performance problems you’ve experienced. If you're ever less than satisfied, please don't hesitate to reach out to your company's dedicated Customer Success Manager. Every one of our customers, regardless of size, has a dedicated point of contact to ensure their needs are met. MZ Mary Z. Accounts Receivable Representative Business Supplies and Equipment Used the software for: 6-12 months ### "Accounts Receivable Representitive" August 28, 2024 3.0 Better now that we can notate and tag and flag multiple rather than having to do it individually Pros I like the reports that can be generated as well as being able to have the emailed to myself on a scheduled basis Cons Gaviti is slow when trying to notate and seems to give the "AWW SNAP" sign alot Review Source Response from Gaviti September 8, 2024 I have good news. We just made some updates to the system which should help improve the speed and lagging. Thank you for taking the time to write a review! KL Katina L. Account Receivable Accounting Used the software for: Less than 6 months ### "Gaviti review" July 8, 2024 4.0 Hopefully,All well so far but everything will go smoothly and Gaviti will be set up without lagging Pros My favorite thing to do is bulk edit and tag Cons The problem is the system's severe lag. Hopefully, things will improve soon. Review Source Response from Gaviti September 8, 2024 I have good news. We just made some updates to our system which should help improve the speed and lagging. Thank you for taking the time to write a review! CH Christian H. Head of Global Finance Information Technology and Services Used the software for: 2+ years ### "Excellent Product, helped transform our AR" August 12, 2022 5.0 The team at Gaviti has been excellent from the start, im so thankful we made the decision to partner together in 2020. At the time we had no systematic way to track AR invoices. This has transformed my AR team. The customer service is top notch and they've always been there to support my team. Multi-Entity, Multi-Currency as well, which is our business grows internationally this will continue to be a valuable tool. Pros The user interface is easy to navigate, it was easy to set up, it provides all the management reports we need to run a successful collections team. Cons It doesnt recognize the project in the Sage integration, just the customer, but this is a manageable item. Reason for choosing Gaviti Price, U/I, ease of use, customer service. Review Source JN Johnathon N. Senior A/R & Collections Specialist Marketing and Advertising Used the software for: 1-2 years ### "Great value for your collections related needs!" August 20, 2022 5.0 Pros In addition to the product itself being very easy to use, what I appreciate most about Gaviti is that it does the heavy lifting for those involved in collections. Rather than manually following up on each individual customer, Gaviti can handle the entire follow up process for all customers which frees up the user for more strategic thinking. The administrator also has complete control over workflow email template designs which allows for quick pivoting in targeting and messaging strategy when necessary. On top of that, the system provides useful metrics and is able to manage communication not only internally with the team, but also externally with clients as well. Cons Although the invoice attachment function helps, what would be game-changing is if all open invoices per customer could be attached for download in one email to the customer. Furthermore, when the invoice table is embedded in the email, all of the invoices listed should be available through the link. Hopefully this is already part of the current road map. Other than this specific item, there isn't much to not like about Gaviti. Review Source AK Azhar K. Head - Information Technology Defense & Space Used the software for: 1-2 years ### "Very user friendly, super easy to easy and unmatched customer support" August 13, 2022 4.0 Pros UI and Dashboard is excellent, user friendly, practically no time required for setting up and the most important part is Workflows !Amazing. Cons I wise Gaviti could do a little account reconciliation :) Review Source SL Stephanie L. Accounting team Lead Semiconductors Used the software for: 1-2 years ### "Satisfaction with Gaviti " August 22, 2022 4.0 can upload and extract the data fast and it's working great! great system so far Pros the dashboard which we can easily view the information especially the DSO Cons it would be nice if to add on statement of account delivery Reason for choosing Gaviti by the \[SENSITIVE CONTENT\] Review Source Talk to a Capterra advisor for free and get results within 15 minutes.