Greta E.Verified Reviewer
Fractional CFO · Accounting · Self-employed
★★★★★
March 14, 2026
“Multi-client comms, finally manageable”
What do you like best about Serif?
I run finance for 7 SaaS companies. Each one has its own context, its own people, its own urgency. Serif sorts everything by client first, urgency second — exactly what I would do manually if I had the time.
What do you dislike about Serif?
The per-client tagging took some configuration. Worth it.
What problems is Serif solving and how is that benefiting you?
Context-switching cost across 7 companies. Massively reduced.
Ratings breakdown
Meets Requirements
10.0Ease of Use
9.0Ease of Setup
8.0Quality of Support
10.0Has the product been a good partner?
10.0