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Saipa Article Clerk at a financial services firm with 11-50 employees
User
May 2, 2022
Easy to use with great time tracking and easy uploading
Pros and Cons
  • "My favorite feature is time tracking."
  • "This website has truly helped us keep on board with all our clientele, literally."
  • "If there was an option to print out a report per client that we have time-tracked, it would be really useful."
  • "If there was an option to print out a report per client that we have time-tracked, it would be really useful."

What is our primary use case?

My company uses Monday to keep track of tasks for every employee. We set up meetings and engage in active conversations about due dates and timelines being adhered to. 

Monday is used for uploading critical documents which can be accessed by permitted co-workers. We use it to keep track of financial statement procedures. We are a financial and auditing firm, the website allows for multiple boards which we like to use per client. This website has truly helped us keep on board with all our clientele. 

How has it helped my organization?

Monday is really easy to use. The website allows for unlimited boards and practically a virtual board. We mainly use it to keep track of financial statement procedures, that is, where exactly are the auditors along with the audit. We also use boards to maintain our clientele information, for example, usernames, passwords, emails, addresses, tax numbers, and company registration numbers, the possibilities are endless.

This website has truly helped us keep on board with all our clientele, literally.

What is most valuable?

My favorite feature is time tracking. It is extremely precise and useful. We also provide accounting services at the firm and it is so mundane to sit with a stopwatch every time we work on a client. 

This feature helps us bill the clients for the exact hours and minutes. Some clients have a tough time believing the time spent on their company. 

What needs improvement?

If there was an option to print out a report per client that we have time-tracked, it would be really useful. This way we can attach supporting documentation to our clients, with proof of the hours worked on for their company. 

In respect of time tracking, the reports option would be of great help in implementing invoices to clients. As we provide many services to our clients, for example, tax submissions, vat submissions, company, and individual submissions. We also provide registrations and deregistrations of various elements in businesses. Trust is vital. We are able to print out reports to support our time spent on these companies and individuals. In addition to this feature, I would like for Monday to introduce personal chats, this will help communicate and address information to related persons. 

I would also like for Monday to introduce more customizations to the columns, such as notify, approving, etc.  

Buyer's Guide
monday.com
May 2026
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
895,151 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for about a year.

What do I think about the stability of the solution?

The app is definitely one of the most stable.

What do I think about the scalability of the solution?

The scale has great scope. This is used throughout my firm.

How are customer service and support?

I have not yet needed any support.

Which solution did I use previously and why did I switch?

I have used Monday only, and I absolutely love it.

How was the initial setup?

I'm not sure how easy or difficult the setup was.

What about the implementation team?

The setup was handled in-house.

What was our ROI?

The ROI can be found in great tracking, task allocation, and easy management.

What's my experience with pricing, setup cost, and licensing?

The price is totally worth it, however, the advertising could use some help.

Which other solutions did I evaluate?

I did not evaluate other options.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1850625 - PeerSpot reviewer
Article Trainee at Capstone Financials
User
May 2, 2022
Saves time, is user-friendly and has great organization capabilities
Pros and Cons
  • "The feature that I have found most valuable is the boards on Monday which allow for allocation, time tracking, and storing of important information."
  • "Since we started using Monday.com, we have been able to do work more efficiently and keep track of everything."
  • "The product can be improved by allowing for some sort of autonomous deadline creation."
  • "The product can be improved by allowing for some sort of autonomous deadline creation."

What is our primary use case?

I work in an accounting and auditing firm and I use Monday.com every day.

We use it for many purposes, mainly for keeping track of all the clients in the company as well as what work is required and when such work is due.

We use Monday.com to store passwords and completed financials, tax returns, and so forth.

Allocating work and keeping time spent on a project is always helpful along with due dates, emails, and reminders being sent and storing contact details, the multiple columns, and pages, Monday.com does it all.

How has it helped my organization?

Monday.com has improved our organization in many ways including planning, amongst many employees and many projects, and tracking time spent on a project as well as who does the work. 

We are able to store valuable information such as digital files, contact information, due dates, and so forth and not have to worry about whether it is safe or not.

Since we started using Monday.com, we have been able to do work more efficiently and keep track of everything. Everyone enjoys using Monday.com and cannot go a day without it. 

What is most valuable?

The feature that I have found most valuable is the boards on Monday which allow for allocation, time tracking, and storing of important information. This is quite valuable when it comes to an organization that is big, has many clients, and many employees.

We are able to keep track of clients and what they require and who needs to do what and we can get rid of the old whiteboard/pen and paper, saving us time and money and helping us go green. It is very user-friendly and the interface is clean.

What needs improvement?

The product can be improved by allowing for some sort of autonomous deadline creation. I'm not very certain of the possibility, however, it would be great.

Another aspect of improvement that would be great would be integration with other websites or applications such as Sage and CaseWare. Being able to directly upload information and so forth back and forth between two websites or applications would create a huge game-changer, that would completely allow Monday.com to the true title of "all in one place".

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

The stability is excellent. There have been no issues on my side.

What do I think about the scalability of the solution?

The scalability is good.

How are customer service and support?

I have not had a need to reach out to support and therefore have no experience yet.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We did not use a different solution previously.

How was the initial setup?

It was straightforward and we did not have any issues. It was just your normal expected setup.

What about the implementation team?

We had an in-house implementation.

What was our ROI?

The ROI is impressive and has improved in many aspects. We are quite highly satisfied.

What's my experience with pricing, setup cost, and licensing?

Getting Monday is the best decision you can make - it is worth it.

Which other solutions did I evaluate?

We did look into Notion.

What other advice do I have?

It changed the way our business works and it is great.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
monday.com
May 2026
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
895,151 professionals have used our research since 2012.
reviewer1850631 - PeerSpot reviewer
Web Developer at LastMile
User
May 2, 2022
Fair pricing, great support and useful automation
Pros and Cons
  • "Automation is definitely my favorite feature as it makes our lives so much easier."
  • "Automation is definitely my favorite feature as it makes our lives so much easier."
  • "Monday.com is always upgrading its features. I struggle to keep up with it all as I am not a tech expert."
  • "Monday.com is always upgrading its features. I struggle to keep up with it all as I am not a tech expert."

What is our primary use case?

I run a laser treatments business and use Monday.com to keep all my important information together in one place. 

How has it helped my organization?

I run a laser treatments business and use monday.com to keep all my important information together in one place. 

What is most valuable?

Automation is definitely my favorite feature as it makes our lives so much easier. Also, being able to create a hiring process on Monday.com which links a form to our website has definitely helped us a lot.

What needs improvement?

Monday.com is always upgrading its features. I struggle to keep up with it all as I am not a tech expert. However, if I had to pick an area that could be improved it would be the user-friendliness of the platform compared to other similar apps. 

For how long have I used the solution?

I've used the solution for three years. 

What do I think about the stability of the solution?

It seems pretty stable to me. I've never been concerned. 

What do I think about the scalability of the solution?

It could be as big as Microsoft. It's scalable.

How are customer service and support?

Customer support at Monday.com is great. They are always giving fast replies and useful answers. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I did not previously use a different solution.

How was the initial setup?

The initial setup is very straightforward. 

What about the implementation team?

I handled the initial setup in-house. 

What was our ROI?

I've seen an ROI of 350%

What's my experience with pricing, setup cost, and licensing?

The product offers fair pricing.

Which other solutions did I evaluate?

I also looked into Asana.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1850640 - PeerSpot reviewer
Head of Media Production at Sacret-Life
User
May 2, 2022
Great project tracking with helpful organization features and request forms capabilities
Pros and Cons
  • "The best feature is the form for requests for new projects."
  • "Since we started using Monday about a year ago, our creative team has been organized and we don't miss any deadlines."
  • "The solution could be improved by adding more plugins for Adobe (not just Photoshop) and adding a plugin for Discord."
  • "The solution could be improved by adding more plugins for Adobe (not just Photoshop) and adding a plugin for Discord."

What is our primary use case?

The solution helps to organize our workflow, to stay on top of projects and too manage team projects and to see if our team is overworked. 

We use it for our graphic department and our video production, making it easy to see where are we with the projects. The request forms saved us a lot of time and made things more organised, without them we would have a big mess and miss communication with our creative team. Our main use case is to track our projects if they are done in time so we don't miss any deadlines or if the team is overworked. 

How has it helped my organization?

Monday has drastically improved our workflow by helping us stay on top of up-and-coming projects or our internal projects. 

Before using Monday we were sending e-mails for project requests. The number of emails made everything confusing and some projects missed their deadlines since we weren't organized. 

Since we started using Monday about a year ago, our creative team has been organized and we don't miss any deadlines. We stay on top of projects and see what has a higher priority and what can be done later. 

What is most valuable?

The best feature is the form for requests for new projects. This made our workflow much easier. Before the creative request, we tried to enter requests manually, however, that lead to misinformation or missing key features. Since we started implementing the request form, our creative team has more than enough information to start creating and making the deadline. Project tracking is also one of the best features so we know where the project is and how close to the finished product it is.

What needs improvement?

The solution could be improved by adding more plugins for Adobe (not just Photoshop) and adding a plugin for Discord. Our creative team loves using Discord as the main source for communications. If there was a plugin that would combine the two that would be amazing. Similar to the plugin for Photoshop, we would love to see another plugin where we could see in the threads updates of the projects, if the project is done, and if the project is stuck (and needs some helping hands). If this would be all synchronized it would help our team a lot.

For how long have I used the solution?

We have been using the service for about one year.

What do I think about the stability of the solution?

We haven't had any problems with Monday. We are impressed with the stability of this site. We didn't notice any crashes with the app (iOS and Android) so the stability is excellent.

What do I think about the scalability of the solution?

Scaling means being able to create and control customer experiences for any type of customer, any size group of customers, and for any or all portions of a business. Ever since we started using Monday, this solution made us scale much faster. 

How are customer service and support?

Support is excellent.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We tried using Trello. For our line of business, Monday is the only solution that we need.

How was the initial setup?

For our new members of our team, Monday was and is the easiest solution to pick up and start working on. For users that never met with this solution, it was surprisingly easy for them to pick up and start working on projects.

What about the implementation team?

We implemented this through our in-house creative team.

What was our ROI?

We are well organised with the solution, which, for us, represents a 25% ROI.

What's my experience with pricing, setup cost, and licensing?

We advise upgrading to a pro user account. The features alone that you get will save you time and money in the long run.

Which other solutions did I evaluate?

We Googled a lot of other solutions, however, we found out that Monday is the one we need and is easier to pick up for new members.

What other advice do I have?

We would just like to see more plugin support, like a plugin for Discord

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1850670 - PeerSpot reviewer
Communications Specialist at Northeastern REMC
User
May 2, 2022
Helps with organization, has automation capabilities, and allows for use of subitems
Pros and Cons
  • "Subitems really help me stay organized when a project has more than one piece."
  • "I cannot say enough good things about Monday.com."
  • "There are so many bells and whistles that I don't feel like I'm using Monday to its full potential."
  • "There are so many bells and whistles that I don't feel like I'm using Monday to its full potential."

What is our primary use case?

Our marketing team uses Monday.com as a project management system. We are currently a two-person team and this solution helps us stay on track and provide updates about various projects. We look forward to expanding the use of Monday.com into other departments. 

When I used Monday at my last job, we had a team of four which meant there were so many moving pieces and projects. Monday helped us silo everything we were working on into one place. Our boss could easily see items needing review and could get a status update pretty easily.

How has it helped my organization?

Instead of using flagged emails, a spreadsheet, or a paper calendar as a way to keep track of various projects, I can easily create an item on Monday. Nothing gets lost, and I can add notes and details to each item. 

Subitems really help me stay organized when a project has more than one piece. (Which happens more often than not.) The automation is very helpful in the review process on many projects. Having an email sent to the person requesting the project automatically when the status changes save so much time.

What is most valuable?

The introduction of subitems has been a game-changer. I love being able to group together different pieces of projects under one item. It keeps me more organized. 

I also love having different automation set up to make our workflow between us and different departments seamless. I have boards for each month so I know what I should be focusing on. 

I also like being able to sort projects based on who owns them or how I've tagged them. I've just recently started looking into the different ways to view a board, and I can't wait to dig in further.

What needs improvement?

There are so many bells and whistles that I don't feel like I'm using Monday to its full potential. I know that's on me, however, maybe offering more webinars or having users show other users how they use Monday, in full detail with examples would help. Perhaps having industry-related groups that could have a "show and tell" every month would be helpful. I'd love to find someone who has a job similar to mine in the same industry show me how they use Monday. There are so many options and ways to use it effectively. 

For how long have I used the solution?

I've used Monday.com since late 2018. I liked it so much that I also took it with me to my new job in 2019.

What do I think about the stability of the solution?

I've never had an issue with stability. It works exactly like I want it to when I want it to.

What do I think about the scalability of the solution?

Monday can be fully customized and used in so many different ways. I can't even imagine the possibilities. 

Which solution did I use previously and why did I switch?

My other solution was using my Inbox, a paper calendar, and a spreadsheet. Using Monday makes way more sense. 

How was the initial setup?

I thought it was straightforward, however, having all of the options available make it a little overwhelming at first.

What about the implementation team?

It was set up in-house by me.

What was our ROI?

I'm unsure as to if we've seen an ROI.

What's my experience with pricing, setup cost, and licensing?

Any setup cost or money spent will be well worth it by all of the time you get back into your day.

Which other solutions did I evaluate?

I did not evaluate other options.

What other advice do I have?

I cannot say enough good things about Monday.com. I'm a customer for life.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1848375 - PeerSpot reviewer
Assistant Director of Events for Institutional Advancement at The Southern Baptist Theological Seminary
User
May 2, 2022
Makes assigning tasks easy, has great notification capabilities, and helps with organization
Pros and Cons
  • "Monday.com has been helpful to us in multiple ways, however, primarily it has been great in the ability to think through details and assign them to different coworkers."
  • "Monday.com has been helpful to us in multiple ways, however, primarily it has been great in the ability to think through details and assign them to different coworkers."
  • "Monday.com can be improved by becoming even more simplistic in settings/layout."
  • "Monday.com can be improved by becoming even more simplistic in settings/layout."

What is our primary use case?

The primary use case of Monday.com in our office experience is for event planning, organization, promotion, and execution. It is helpful in the process of identifying what needs to be done, who needs to do it, and when it needs to be done. 

Overall, it is really helpful in the behind-the-scenes processes of event planning. Our environment for event planning is a non-profit educational organization and our events range from 50 to 12,000 people in attendance. We primarily use it for mid-size events, however, it has been helpful in other types, too. 

How has it helped my organization?

It has helped us organize details and tasks that need to take place leading up to an event. 

It helpfully can assign tasks to co-workers while also notifying them. There are several sections where they can fill in more information about details. 

In event planning, it is easy to let small things slip through the cracks as you are attempting to execute the big picture of the event, however, details like name cards, reserved signs, table numbers, and smaller gifts can be forgotten in the process. Monday.com is helpful in reminding us who is helping with those small things.

What is most valuable?

The features that are most valuable to us include creating sections of lists in an event, being able to assign tasks to different people (and having them automatically get notified), assigning different aspects like dates/details to these tasks, and also being able to attach important documents to tasks like schedules, menus, and other event details. 

Monday.com has been helpful to us in multiple ways, however, primarily it has been great in the ability to think through details and assign them to different coworkers. 

What needs improvement?

Monday.com can be improved by becoming even more simplistic in settings/layout. 

I have had multiple co-workers tell me about their confusion at first glance of the website. However, they typically get used to it. 

I would recommend creating an even simpler layout of the main screen as well as of the settings. I have had difficulty trying to figure out how to adjust the settings for various items, including setting up notifications. 

Overall, I think Monday.com is user-friendly, however, improvements can be made.

For how long have I used the solution?

I've used the solution for about two years.

Which solution did I use previously and why did I switch?

We tried using Slack, however, it was not very user-friendly because I have had many co-workers tell me they could not understand how to use it. Comparatively, Monday.com was easier to learn to use on a daily basis. 

What's my experience with pricing, setup cost, and licensing?

It is a little pricey, yet worth it if you have the extra revenue stream.

Which other solutions did I evaluate?

We have not yet evaluated other options.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1850961 - PeerSpot reviewer
UK Software Developer at Raise.Digital
User
May 2, 2022
Flexible and feature-rich with great color coding
Pros and Cons
  • "Since Monday is so flexible, it allows us to maintain projects in our own way."
  • "Having the ability to build what is essentially a more feature-rich spreadsheet and then pull reports from that is excellent from a reporting perspective."
  • "There are some small usability issues which can be an inconvenience."
  • "There are infrequent periods of downtime which can have an impact on our usage."

What is our primary use case?

We use Monday to help manage our software development projects. Its flexible boards also allow us to easily record a variety of business data. 

Monday's workspace functionality allows us to group boards by relevance. When we have a client for whom we do a lot of projects we can have a workspace dedicated to them. This also allows us to share certain boards with clients where necessary. That way they can see progress and contribute by providing information for marking tasks as complete. 

We also have some administration boards which contain sensitive business data that can be made private.

How has it helped my organization?

Since Monday is so flexible, it allows us to maintain projects in our own way. It doesn't force us to use a particular structure or make it difficult to add information which we find useful.

Having the ability to build what is essentially a more feature-rich spreadsheet and then pull reports from that is excellent from a reporting perspective. Using statuses allows you to enforce what information a user can enter and is colour-coded without faffing with conditional formatting. It is also possible to create formula columns and hide columns if you want to do more complex operations.

What is most valuable?

Being able to extend boards to include dashboards is very useful. We can have a board summarising an area of our business and see at a glance the status of everything going on there. Being able to build these into graphs and formulae provides good insights into progress (or lack thereof).

We have a large board which provides an overview of our business. The dashboards we have created then give us an instant oversight as to what is happening and what potentially might happen. As you can add multiple dashboards to the same board you can filter them to summarise the data from a variety of standpoints.

What needs improvement?

There are infrequent periods of downtime which can have an impact on our usage. Since we rely very heavily on Monday, when it goes down we really feel it. These happen a little too often for our liking, however, to say they happen all the time would be an exaggeration.

There are some small usability issues which can be an inconvenience. Changing deadlines often causes the date to jump or change unexpectedly. The application tries to be live so that your colleagues changes happen in real-time. This sometimes causes problems though and it gets confused, showing you old data which you've already updated yourself.

For how long have I used the solution?

I've used the solution for around two years.

Which solution did I use previously and why did I switch?

We have previously used Basecamp and ActiveCollab. Both of those are excellent products, however, Monday has more flexibility when it comes to the data we are using.

What's my experience with pricing, setup cost, and licensing?

The cost is fairly high yet not unreasonable. It can take some time to set up your boards. That said, the time invested is worth it. You can also duplicate an existing board or create templates making the task near enough instant the next time you have to do it.

Which other solutions did I evaluate?

We looked at more general project management solutions like Trello and Jira. However, those would not suit our requirements.

What other advice do I have?

Explore the range of different columns, automation, and apps available within Monday when you first start using it. It seems simple at first yet there is a lot of depth available to suit almost any of your needs.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1848273 - PeerSpot reviewer
Humanitarian Coordinator at Act for Peace
User
May 1, 2022
Great templates with helpful Gantt and Kanban views and easy prioritization capabilities
Pros and Cons
  • "I enjoy being able to switch between different views of a board, such as Gantt or Kanban, as this provides alternative ways of viewing tasks and managing workload."
  • "Monday.com has enabled my organization to get on top of both individual and collaborative project management-related duties."
  • "The key limitation I face is that I don't find the tool to be fully intuitive as more time is required for me to learn how to use it optimally."
  • "The key limitation I face is that I don't find the tool to be fully intuitive as more time is required for me to learn how to use it optimally."

What is our primary use case?

I work in a fast-paced humanitarian space with a core focus on project and partner management. 

The organization has a need for a platform that quickly processes information and shares updates on tasks and projects across a small size team (less than 30 people). 

Monday.com has been most helpful for our task management and documentation of processes and achievements. By listing weekly tasks under specific project boards, these can be updated as progressed or completed, and linked to other boards and members of the team to monitor progress.

How has it helped my organization?

Monday.com has enabled my organization to get on top of both individual and collaborative project management-related duties. For example, I am able to effectively schedule key work plan milestones and provide updates for my managers/directors to view and comment on. Team members linked to specific tasks will also receive notifications when I update the status or add comments to a task.

We also use tools for shared task implementation so that team members can use the platform in the ideation phase to brainstorm or share updates on progress for development of a task. Tasks can be updated with short reports or links to reports on external platforms. We also document the submission dates or completion of key milestones, and this can be easily viewed using colour coding or changing to Kanban view.

What is most valuable?

One of the most valuable features is templates, and customizing templates or creating our own to match our flow. This has meant that we can have a standard way of documenting across the team and supports with an easy way of finding information. 

I enjoy being able to switch between different views of a board, such as Gantt or Kanban, as this provides alternative ways of viewing tasks and managing workload. This also supports prioritization. I can easily see which tasks are outstanding, which are stuck, and which have been completed.

What needs improvement?

There are so many features and possibilities that I am not yet aware of or adept at using, which may be limiting my experience. To learn these, I need to spend more time exploring the site and tutorials on offer, however, time is often not a luxury I have. I have resorted to using the tool at the most simple level to list tasks and mark progress as I go. Therefore, I would say that the key limitation I face is that I don't find the tool to be fully intuitive as more time is required for me to learn how to use it optimally.

For how long have I used the solution?

I've used the solution for almost one year.

What do I think about the stability of the solution?

There have been no issues with stability - the tool has proven to be solid, bug free and there hasn't been issues with loss of inputs as everything entered is automatically saved.

What do I think about the scalability of the solution?

Monday.com has real potential to continue advancing and being a leader among the numerous tools available today. 

How are customer service and support?

We have not needed to reach out to live customer support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

Previously, we used shared spreadsheets and documents that would be uploaded to a server and then link shared via email. Monday.com provides a much more efficient process for sharing project updates.

How was the initial setup?

I found it intuitive at a basic level to get started, however, once I wanted to link boards or increase functionality I realized I would need to seek support and/or watch tutorials to get the most out of it.

What about the implementation team?

We implemented the solution with our in-house team.

What was our ROI?

I'm unsure if we have had any ROI.

What's my experience with pricing, setup cost, and licensing?

The cost of the solution is reasonable.

Which other solutions did I evaluate?

No, we did not evaluate other options. 

What other advice do I have?

I'd advise others to consider whether it will be useful for your whole team. It is more beneficial when everyone can use it and access the shared boards to promote better monitoring, cross-learning, and teamwork.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2026
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.