# Best Billing Software for Medium-Sized Businesses - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Billing category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Billing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Billing category. In addition to qualifying for inclusion in the Billing Software category, to qualify for inclusion in the Medium-Sized Business Billing Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## Top Billing Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) | 4.1/5.0 (4,718 reviews) | End-to-end billing with customizable revenue recognition | "[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,673 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Beginner-Friendly Accounting with Fast Support, Helpful AI, and Smooth Hubdoc Uploads](https://www.g2.com/survey_responses/xero-review-13094370)" | | 3 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.3/5.0 (204 reviews) | PayPal-native invoicing with integrated payment collection | "[PayPal Invoicing Makes Billing Fast, Secure, and Effortlessly Organized](https://www.g2.com/survey_responses/paypal-invoicing-review-13057548)" | | 4 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,783 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,182 reviews) | Mobile invoicing with integrated payment collection | "[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)" | | 6 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (360 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)" | | 7 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (959 reviews) | Service-business invoicing with automated recurring billing | "[Straightforward Invoicing and Tracking with a Clean, Easy-to-Navigate Interface](https://www.g2.com/survey_responses/freshbooks-review-12668419)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,952 reviews) | AI-coded invoice approval with ERP sync | "[Clear, Easy Invoice Approvals—Perfect for Remote Teams!](https://www.g2.com/survey_responses/stampli-review-13086931)" | | 9 | [Chargebee](https://www.g2.com/products/chargebee/reviews) | 4.4/5.0 (963 reviews) | — | "[Affordable, Reliable, but Needs UI Enhancements](https://www.g2.com/survey_responses/chargebee-review-13030719)" | | 10 | [Zoho Books](https://www.g2.com/products/zoho-books/reviews) | 4.4/5.0 (320 reviews) | End-to-end invoicing with Zoho-native automation | "[All-in-One Finance Management with a Clean, Intuitive Dashboard](https://www.g2.com/survey_responses/zoho-books-review-12738952)" | ## G2 Grid® for Billing Software ![G2 Grid® for Billing Software plotting products by satisfaction and market presence](https://www.g2.com/categories/billing/grids.png?focus%5B%5D=446&focus%5B%5D=1142&focus%5B%5D=66702&focus%5B%5D=6006&focus%5B%5D=96727&focus%5B%5D=536&focus%5B%5D=39388&focus%5B%5D=3919) Highlighted products: NetSuite, Xero, Stampli, BILL AP/AR, PayPal Invoicing, Agentforce Revenue Management (formerly Salesforce Revenue Cloud), TallyPrime, and Stripe Billing. Underlying data: [Grid® JSON](https://www.g2.com/categories/billing/grids.json?focus%5B%5D=oracle-netsuite&focus%5B%5D=xero&focus%5B%5D=stampli&focus%5B%5D=bill-ap-ar&focus%5B%5D=paypal-invoicing&focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=tallyprime&focus%5B%5D=stripe-billing&segment=mid-market) ## How Many Billing Software Products Does G2 Track? **Total Products under this Category:** 764 ### Category Stats (Jul 2026) - **Average Rating**: 4.41/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Mango Practice Management (+5.19%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month *Last updated: July 21, 2026* ## How Does G2 Rank Billing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 32,800+ Authentic Reviews - 764+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Tabs Tabs is the AI-native revenue automation platform built for modern finance teams.Tabs pulls data directly from the signed PDF to automate workflows including billing, collections, payments, revenue recognition, and reporting all in one place. Tabs integrates with your tech stack - including CRMs like Salesforce and HubSpot, ERPs like NetSuite, Quickbooks, and Rillet, and more - to automatically sync all data across your systems, ensuring consistency with your contract as the source of truth. Hundreds of businesses - including Statsig, Cursor, and Anrok - have been able to scale and supercharge their finance teams, closing books 5x faster, reducing DSO by 50% and scaling revenue without scaling headcount. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bchosen_at%5D=2026-07-21T10%3A28%3A41Z&secure%5Bdisplayable_resource_id%5D=90&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=90&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1404547&secure%5Bresource_id%5D=90&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbilling%2Fmid-market%3Fpage%3D2&secure%5Btoken%5D=32285fb2f8568e7e116c91ac9ba67868f5f662caace38510fb051f6fc4081d39&secure%5Burl%5D=https%3A%2F%2Fwww.tabs.com%2Fdemo-pm-nb-billing%3Futm_source%3DG2%26utm_medium%3DDirectories%26utm_campaign%3DG2_Directories&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [Zenskar](https://www.g2.com/products/zenskar/reviews) Zenskar is an AI-Native Order-to-Cash platform that automates billing, revenue recognition, collections, and SaaS metrics for modern finance teams. Talk to Zenskar like a colleague. Ask questions, give instructions, get insights, and approve decisions through natural conversation without any technical complexity. The platform offers unlimited pricing flexibility to set up subscriptions, usage-based billing, or custom contracts without requiring developers. With 200+ plug-and-play integrations and comprehensive migration support, companies can implement Zenskar in weeks rather than months. Let your finance teams collaborate with AI instead of drowning in spreadsheets or waiting for developers, increasing efficiency without expanding headcount. **Average Rating:** 4.8/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Zenskar?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 9.7/10 (Category avg: 8.7/10) - **Payments:** 9.7/10 (Category avg: 8.6/10) - **Management:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Zenskar?** - **Seller:** [Zenskar](https://www.g2.com/sellers/zenskar) - **Year Founded:** 2022 - **HQ Location:** New York - **LinkedIn® Page:** https://www.linkedin.com/company/zenskar/ (97 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 34% Small-Business #### What Are Zenskar's Pros and Cons? **Pros:** - Billing Efficiency (49 reviews) - Automation (47 reviews) - Integrations (44 reviews) - Ease of Use (35 reviews) - Easy Integrations (35 reviews) **Cons:** - Bug Issues (6 reviews) - Software Bugs (6 reviews) - Difficult Learning (3 reviews) - Learning Curve (3 reviews) - Missing Features (3 reviews) ### What Do G2 Reviewers Say About Zenskar? *AI-generated summary from verified user reviews* **Pros:** - Users value Zenskar for its **billing efficiency** , ensuring timely and accurate invoicing that streamlines their sales processes. - Users praise Zenskar for its **seamless automation** , simplifying billing and revenue recognition with exceptional integration. - Users value the **sophisticated integrations** of Zenskar, which streamline billing and automate processes seamlessly across platforms. - Users appreciate the **ease of use** in Zenskar, highlighting its intuitive UI and seamless integrations. - Users praise Zenskar for its **easy integrations** with various platforms, streamlining billing and enhancing operational efficiency. **Cons:** - Users report some **minor bug issues** with Zenskar, but the support team resolves them promptly and effectively. - Users experience **minor software bugs** , but appreciate the quick resolutions provided by Zenskar's support team. - Users highlight a **difficult learning curve** with Zenskar, but appreciate the responsive support and eventual ease of use. - Users note a **slight learning curve** with Zenskar, but appreciate the responsive support in overcoming it. - Users note the **lack of ready dashboards** and misleading claims, affecting functionality and expected reporting capabilities. #### What Are Recent G2 Reviews of Zenskar? **"[Highly recommended for complex multi-subsidiary billing challenges](https://www.g2.com/survey_responses/zenskar-review-12103097)"** **Rating:** 5.0/5.0 stars *— Anuj G.* [Read full review](https://www.g2.com/survey_responses/zenskar-review-12103097) --- **"[Flexible billing for any pricing model without engineering hacks](https://www.g2.com/survey_responses/zenskar-review-13116882)"** **Rating:** 5.0/5.0 stars *— Prasanna K.* [Read full review](https://www.g2.com/survey_responses/zenskar-review-13116882) --- ### 2. [Certinia Financial Management Cloud](https://www.g2.com/products/certinia-financial-management-cloud/reviews) Certinia FM Cloud: The Engine for Financial Certainty Streamline, simplify, and automate your financial management on the Salesforce platform. Our services-centric FM Cloud software provides a unified information infrastructure, automated billing processes, and connected financial intelligence to move your organization from reactive accounting to a predictive financial engine. Accounting & Finance Automate your financial operations and tackle routine tasks in a few clicks. Generate real-time financial analysis and impeccable compliance reports. Subscription & Usage Billing Whether you deal in time and materials, subscription-based contracts, or fixed-fee services, any billing model can be accommodated. Centralize and manage limitless revenue models tailored to your customers’ needs, not system constraints, while reducing Time-to-Revenue. Revenue Management Automate revenue and cost schedules for a faster period-end close. Eliminate error-prone spreadsheets with automated workflows that ensure compliance with ASC 606 and IFRS 15. Simplify complex recognition processes, streamline audits, and increase operational efficiency. Financial Planning & Analysis Accelerate planning cycles with core financials and analytics on a single platform. Build dynamic, accurate plans and stress-test scenarios to better anticipate spend and generate budgets with audit trails of all the changes being made. Perform FP&A to inform agile, strategic decision-making. Procurement Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source suppliers, and identify savings while controlling maverick spend through automated workflows and 2- or 3-way invoice matching. Order & Inventory Management Simplify the fulfillment of goods and services with a true opportunity-to-cash solution. Get flexible pricing, views into upsell opportunities, and margin at a line level, ensuring your financial truth is defined by your project outcomes. FM Cloud Analytics & Reporting Increase revenue with business insights generated by data-centric architecture. Find intelligence on project profitability to increase margins and improve overall business predictability through automated, service-centric analytics. FM Cloud Communities Reduce DSO and streamline customer service. Connect customers and partners with experts, information, and each other. Collaborate, share data, e-invoice, and enable instant digital payments. **Average Rating:** 4.0/5.0 **Total Reviews:** 418 **How Do G2 Users Rate Certinia Financial Management Cloud?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 7.9/10 (Category avg: 8.6/10) - **Management:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Certinia Financial Management Cloud?** - **Seller:** [Certinia](https://www.g2.com/sellers/certinia) - **Company Website:** https://certinia.com/ - **Year Founded:** 2009 - **HQ Location:** Austin, TX - **Twitter:** @CertiniaInc (12,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/certinia/ (981 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant, Controller - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are Certinia Financial Management Cloud's Pros and Cons? **Pros:** - Integrations (3 reviews) - Accounting Management (2 reviews) - Cloud-Based (2 reviews) - Customer Service (2 reviews) - Customer Support (2 reviews) **Cons:** - Learning Curve (4 reviews) - Complexity (2 reviews) - Learning Difficulty (2 reviews) - Access Restrictions (1 reviews) - Account Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About Certinia Financial Management Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** with Salesforce, enhancing financial data management and operational efficiency. - Users value the **centralized accounting and financial reporting** capabilities of Certinia Financial Management Cloud for efficiency. - Users value the **cloud-based integration** of Certinia Financial Management Cloud for streamlined financial operations and analytics. - Users appreciate the **excellent customer support** of Certinia Financial Management Cloud, enhancing their overall positive experience. - Users commend the **excellent customer support** of Certinia Financial Management Cloud, enhancing their overall experience with the product. **Cons:** - Users find the **steep learning curve** of Certinia Financial Management Cloud challenging, particularly during setup and navigation. - Users find the **complexity of setup and navigation** challenging, particularly for those unfamiliar with Salesforce. - Users find the **learning difficulty** of Certinia Financial Management Cloud to be challenging, especially for newcomers. - Users express concerns about the **dependency on the Salesforce ecosystem** , which may limit flexibility and accessibility. - Users find the **account setup difficult** , leading to a complex experience that hinders efficiency for new users. #### What Are Recent G2 Reviews of Certinia Financial Management Cloud? **"[Seamless Sales to Billing Integration](https://www.g2.com/survey_responses/certinia-financial-management-cloud-review-12701761)"** **Rating:** 4.5/5.0 stars *— Alex C.* [Read full review](https://www.g2.com/survey_responses/certinia-financial-management-cloud-review-12701761) --- **"[Easy to Use, Unifies Finance, Billing, and Customer Data in One Place](https://www.g2.com/survey_responses/certinia-financial-management-cloud-review-12536451)"** **Rating:** 5.0/5.0 stars *— Jessica M.* [Read full review](https://www.g2.com/survey_responses/certinia-financial-management-cloud-review-12536451) --- #### What Are G2 Users Discussing About Certinia Financial Management Cloud? - [What is FinancialForce Financial Management ERP used for?](https://www.g2.com/discussions/what-is-financialforce-financial-management-erp-used-for) - 1 comment - [How much does financial force cost?](https://www.g2.com/discussions/how-much-does-financial-force-cost) - [What is financial accounting software?](https://www.g2.com/discussions/what-is-financial-accounting-software) - 1 comment - [What is enterprise financial management?](https://www.g2.com/discussions/what-is-enterprise-financial-management) - 1 comment - [What is the financial management system?](https://www.g2.com/discussions/what-is-the-financial-management-system) - 1 comment ### 3. [Maxio](https://www.g2.com/products/maxio/reviews) At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics. We believe that in order for SaaS companies to unlock their next stage of growth, their financial operations tech stack must strike the right balance between flexibility, which allows them to pivot quickly in an ever-changing market, and complexity, which supports them as they scale their business, operations, and monetization strategies. No matter how complex your requirements are, Maxio will automate the full spectrum of your subscription lifecycle—from billing and invoicing to ARR management to revenue recognition–all in a single, unified system that allows you to generate custom reports that your investors will love. Maxio is taking finance farther so businesses can go faster. **Average Rating:** 4.3/5.0 **Total Reviews:** 816 **How Do G2 Users Rate Maxio?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 8.1/10 (Category avg: 8.7/10) - **Payments:** 8.1/10 (Category avg: 8.6/10) - **Management:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Maxio?** - **Seller:** [Maxio](https://www.g2.com/sellers/maxio) - **Company Website:** https://www.maxio.com/ - **Year Founded:** 2009 - **HQ Location:** Peachtree Corners, Georgia - **Twitter:** @WeAreMaxio (4,867 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wearemaxio/ (258 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 44% Mid-Market #### What Are Maxio's Pros and Cons? **Pros:** - Ease of Use (130 reviews) - Billing Management (88 reviews) - Integrations (66 reviews) - Customer Support (62 reviews) - Invoicing (62 reviews) **Cons:** - Poor Reporting (44 reviews) - Missing Features (31 reviews) - Integration Issues (30 reviews) - Invoicing Issues (30 reviews) - Limitations (30 reviews) ### What Do G2 Reviewers Say About Maxio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. - Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. - Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. - Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. - Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. **Cons:** - Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. - Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. - Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. - Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. - Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. #### What Are Recent G2 Reviews of Maxio? **"[Effortless Invoicing, Needs User Guidance](https://www.g2.com/survey_responses/maxio-review-12416867)"** **Rating:** 5.0/5.0 stars *— Yessie Z.* [Read full review](https://www.g2.com/survey_responses/maxio-review-12416867) --- **"[Maxio is a fantastic solution for high-growth SaaS Companies](https://www.g2.com/survey_responses/maxio-review-11207176)"** **Rating:** 4.0/5.0 stars *— Verified User in Facilities Services* [Read full review](https://www.g2.com/survey_responses/maxio-review-11207176) --- #### What Are G2 Users Discussing About Maxio? - [Can stripe handle subscriptions?](https://www.g2.com/discussions/can-stripe-handle-subscriptions) - 1 comment - [What is Zoho subscription?](https://www.g2.com/discussions/what-is-zoho-subscription) - 1 comment - [How much does Chargify cost?](https://www.g2.com/discussions/how-much-does-chargify-cost) - [What does Chargify?](https://www.g2.com/discussions/what-does-chargify) ### 4. [Ordway](https://www.g2.com/products/ordway/reviews) Ordway is the world’s most flexible billing and revenue automation platform - specifically designed for today’s innovative “as-a-Service” business models. With Ordway you can bill for subscriptions and usage-based pricing models. You can also use Ordway for revenue recognition (ASC 606) and reporting investor metrics (ARR, TCV, LTV, NDR). Using Ordway reduces your dependency on the spreadsheets and manual processes that work well when you are small, but don’t scale as you grow. Customers that switch to Ordway typically realize immediate benefits. Monthly bill runs and close processes go from weeks to days. Finance teams can scale without adding FTEs. **Average Rating:** 4.6/5.0 **Total Reviews:** 77 **How Do G2 Users Rate Ordway?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.6/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Ordway?** - **Seller:** [Ordway](https://www.g2.com/sellers/ordway) - **Year Founded:** 2018 - **HQ Location:** Washington, District of Columbia - **Twitter:** @ordwaylabs (211 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11682218/ (60 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Mid-Market, 40% Small-Business #### What Are Ordway's Pros and Cons? **Pros:** - Customer Support (14 reviews) - Billing Efficiency (12 reviews) - Billing Management (12 reviews) - Flexibility (11 reviews) - Automation (10 reviews) **Cons:** - Limitations (5 reviews) - Error Handling (3 reviews) - Slow Performance (3 reviews) - Software Bugs (3 reviews) - Billing Issues (2 reviews) ### What Do G2 Reviewers Say About Ordway? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **excellent customer support** from Ordway, highlighting responsiveness and helpfulness in addressing requests. - Users appreciate the **billing efficiency** of Ordway, significantly streamlining complex billing processes and saving valuable time. - Users value the **effortless billing management** of Ordway, finding the platform both intuitive and time-saving. - Users value the **flexibility** of Ordway for easily configuring complex billing models to fit their specific needs. - Users benefit from the **automation capabilities** of Ordway, greatly enhancing billing efficiency and revenue recognition. **Cons:** - Users find **limitations in global cash collections** and occasional latency issues that hinder the overall experience with Ordway. - Users experience **occasional API malfunctions** that disrupt workflow, despite overall satisfaction with Ordway's support and features. - Users note **slow performance** during peak times, especially month-end, despite improvements in the platform's efficiency. - Users note occasional **software bugs** in Ordway, but the team resolves them quickly, minimizing disruption. - Users face **billing issues** with international collections and initial configuration complexities despite strong support from the implementation team. #### What Are Recent G2 Reviews of Ordway? **"[Highly Customizable for Complex Accounting Needs](https://www.g2.com/survey_responses/ordway-review-12794939)"** **Rating:** 5.0/5.0 stars *— Katina D.* [Read full review](https://www.g2.com/survey_responses/ordway-review-12794939) --- **"[Operational efficiency for billing at its best](https://www.g2.com/survey_responses/ordway-review-12252097)"** **Rating:** 5.0/5.0 stars *— Michael T.* [Read full review](https://www.g2.com/survey_responses/ordway-review-12252097) --- #### What Are G2 Users Discussing About Ordway? - [What is Ordway used for?](https://www.g2.com/discussions/what-is-ordway-used-for) ### 5. [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) Designed for and built by Architects , Engineers, Consulting Firms, and Professional Service Practices, BQE CORE is an all-in-one professional services work management platform that enables firms to control every aspect of their operations - project management, project accounting, time & expense, time tracking, billing & invoicing, project-based ERP, professional services automation, and so much more. BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks, and allows your firm to spend more time providing service to your clients instead of managing internal processes. It is built by Architects, Engineers, and CPA's to meet the specific needs of professional services firms. It helps firms bolster their cash flow by expediting their billing process while improving their project management and their ability to analyze performance. BQE CORE utilizes state-of-the-art technologies delivering actionable business intelligence and award winning artificial intelligence including natural language processing and speech recognition. BQE CORE supports a wide range of industries, including architect firms, engineering, legal services and many more. You can access BQE CORE from any browser or mobile device and experience full functionality. The native mobile app includes iPhone and Android devices. CORE also has over 200 report and invoice templates. Invoices for every contract type conceivable. **Average Rating:** 4.3/5.0 **Total Reviews:** 437 **How Do G2 Users Rate BQE CORE?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Accounting:** 8.4/10 (Category avg: 8.7/10) - **Payments:** 8.5/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind BQE CORE?** - **Seller:** [BQE Software, Inc.](https://www.g2.com/sellers/bqe-software-inc) - **Company Website:** https://www.bqe.com - **Year Founded:** 1995 - **HQ Location:** Torrance, CA - **Twitter:** @bqesoftware (3,923 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/151644/ (410 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, Architect - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 79% Small-Business, 19% Mid-Market #### What Are BQE CORE's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - User Interface (5 reviews) - Invoice Management (4 reviews) - Invoicing (4 reviews) - Time Tracking (4 reviews) **Cons:** - Slow Loading (4 reviews) - Slow Performance (4 reviews) - Learning Difficulty (3 reviews) - Complex Usability (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About BQE CORE? *AI-generated summary from verified user reviews* **Pros:** - Users find **BQE CORE's ease of use** to be exceptional, facilitating various business functions seamlessly. - Users appreciate the **intuitive user interface** of BQE CORE, enhancing project management and time tracking efficiency. - Users praise BQE CORE's **efficient invoice management** , enjoying its simplicity and responsive customer support for seamless transactions. - Users praise the **easy invoicing process** in BQE CORE, highlighting its efficiency and helpful customer support. - Users find **time tracking effortless** with BQE CORE, enhancing project management and invoicing capabilities significantly. **Cons:** - Users note that the **slow loading** of BQE CORE can hinder the overall experience, despite its reliability. - Users experience **slow performance** with BQE CORE, noting lag and refresh needs, despite its reliability. - Users find the **learning difficulty** frustrating due to complicated navigation and cumbersome record management. - Users find the **navigation complex** and scheduling training challenging, impacting their overall experience with BQE CORE. - Users find the **learning curve steep** , making initial navigation and training a challenge for new users. #### What Are Recent G2 Reviews of BQE CORE? **"[BQE has all of the pieces we were missing!](https://www.g2.com/survey_responses/bqe-core-review-7306061)"** **Rating:** 4.0/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/bqe-core-review-7306061) --- **"[Good Software](https://www.g2.com/survey_responses/bqe-core-review-11659639)"** **Rating:** 5.0/5.0 stars *— Camilo R.* [Read full review](https://www.g2.com/survey_responses/bqe-core-review-11659639) --- #### What Are G2 Users Discussing About BQE CORE? - [What are the components in a core ERP system?](https://www.g2.com/discussions/what-are-the-components-in-a-core-erp-system) - [What are the 3 most common core ERP components?](https://www.g2.com/discussions/what-are-the-3-most-common-core-erp-components) - [What are two features of a ERP?](https://www.g2.com/discussions/what-are-two-features-of-a-erp) - [What are the main features of ERP?](https://www.g2.com/discussions/bqe-core-what-are-the-main-features-of-erp) ### 6. [Wave](https://www.g2.com/products/wave/reviews) Wave is a comprehensive, cloud-based accounting software tailored for small businesses, freelancers, and entrepreneurs. It offers a suite of financial tools designed to simplify bookkeeping, invoicing, and payroll processes, enabling users to manage their finances efficiently without the need for extensive accounting knowledge. Key Features and Functionality: - Accounting: Track income and expenses, manage cash flow, and access detailed financial reports such as profit and loss statements and balance sheets. - Invoicing: Create and send professional, customizable invoices with ease. - Payments: Accept online payments through credit cards and bank transfers, facilitating faster transactions. - Payroll: Run payroll for employees and contractors, with automatic tax calculations and filings in supported regions. - Receipts: Scan and store receipts to track and organize expenses efficiently. - Mobile App: Manage invoices, expenses, and receipts on-the-go, ensuring financial oversight anytime, anywhere. Primary Value and Solutions Provided: Wave addresses the common challenges faced by small business owners in managing their finances by offering an integrated platform that combines accounting, invoicing, and payroll functionalities. Its user-friendly interface and automation features reduce the time and effort required for financial management, allowing users to focus more on growing their businesses. Additionally, Wave's commitment to security ensures that sensitive financial data is protected, providing peace of mind to its users. **Average Rating:** 4.3/5.0 **Total Reviews:** 322 **How Do G2 Users Rate Wave?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Accounting:** 7.9/10 (Category avg: 8.7/10) - **Payments:** 8.0/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Wave?** - **Seller:** [Wave](https://www.g2.com/sellers/wave) - **Year Founded:** 2009 - **HQ Location:** Ontario, Canada - **Twitter:** @WaveHQ (18,792 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1196866/ (279 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 92% Small-Business, 5% Mid-Market #### What Are Wave's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Invoice Management (6 reviews) - Easy Setup (3 reviews) - Integration Features (3 reviews) - Invoicing (3 reviews) **Cons:** - Missing Features (5 reviews) - Poor Customer Support (5 reviews) - Expensive (2 reviews) - Integration Issues (2 reviews) - Approval Process Issues (1 reviews) ### What Do G2 Reviewers Say About Wave? *AI-generated summary from verified user reviews* **Pros:** - Users find Wave's interface to be **quick and easy to navigate** , making accounting accessible for everyone. - Users value the **efficient invoice management** of Wave, enjoying features like recurring invoicing and automated reminders. - Users find the **easy setup** of Wave a major advantage for quickly connecting with potential clients. - Users love the **easy integration features** of Wave, enabling seamless connections with multiple accounts and platforms. - Users value the **easy invoicing and payment processing** features of Wave, enhancing their overall experience in managing finances. **Cons:** - Users are frustrated by the **missing features** , such as 1099 filing and limited customer service availability. - Users express frustration with **poor customer support** , citing limited communication and difficulty reaching representatives for assistance. - Users feel the product is **expensive** due to costly subscription requirements and high add-on prices for small businesses. - Users are frustrated by the **limited integration** options in Wave, which hinder overall functionality and efficiency. - Users experience **approval process issues** with Wave, facing delays in setting up banking accounts and receiving support. #### What Are Recent G2 Reviews of Wave? **"[Nice UI and templates with solid but basic functionality](https://www.g2.com/survey_responses/wave-review-12842633)"** **Rating:** 4.0/5.0 stars *— Leila B.* [Read full review](https://www.g2.com/survey_responses/wave-review-12842633) --- **"[Great for Freelancers, Challenging for German Compliance](https://www.g2.com/survey_responses/wave-review-13083907)"** **Rating:** 4.0/5.0 stars *— Holderness L.* [Read full review](https://www.g2.com/survey_responses/wave-review-13083907) --- #### What Are G2 Users Discussing About Wave? - [How does Wave Software make money?](https://www.g2.com/discussions/how-does-wave-software-make-money) - 1 comment - [Is Wave Accounting really free?](https://www.g2.com/discussions/is-wave-accounting-really-free) - 3 comments - [Is wave a good accounting software?](https://www.g2.com/discussions/is-wave-a-good-accounting-software) - 2 comments - [What is Wave Software?](https://www.g2.com/discussions/what-is-wave-software) - 2 comments ### 7. [Avaza](https://www.g2.com/products/avaza/reviews) Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device. **Average Rating:** 4.5/5.0 **Total Reviews:** 371 **How Do G2 Users Rate Avaza?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.5/10 (Category avg: 8.6/10) - **Management:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Avaza?** - **Seller:** [Avaza Software](https://www.g2.com/sellers/avaza-software) - **Company Website:** https://www.avaza.com - **Year Founded:** 2014 - **HQ Location:** Neutral Bay - **Twitter:** @AvazaHQ (1,038 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3778536/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 22% Mid-Market #### What Are Avaza's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Time Tracking (15 reviews) - Customer Support (12 reviews) - Time-saving (12 reviews) - User Interface (12 reviews) **Cons:** - Limited Features (11 reviews) - Missing Features (10 reviews) - Limited Customization (6 reviews) - Challenging Reporting (5 reviews) - Reporting Issues (5 reviews) ### What Do G2 Reviewers Say About Avaza? *AI-generated summary from verified user reviews* **Pros:** - Users find Avaza **easy to use** , enabling smooth collaboration and effective project management insights for their teams. - Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management. - Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans. - Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency. - Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity. **Cons:** - Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management. - Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza. - Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza. - Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups. - Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating. #### What Are Recent G2 Reviews of Avaza? **"[Less time reconstructing hours and costs between .NET delivery and invoicing](https://www.g2.com/survey_responses/avaza-review-13133826)"** **Rating:** 4.5/5.0 stars *— Yurii L.* [Read full review](https://www.g2.com/survey_responses/avaza-review-13133826) --- **"[Avaza has help my team stay organized](https://www.g2.com/survey_responses/avaza-review-9237212)"** **Rating:** 4.0/5.0 stars *— Craig S.* [Read full review](https://www.g2.com/survey_responses/avaza-review-9237212) --- #### What Are G2 Users Discussing About Avaza? - [What is Avaza used for?](https://www.g2.com/discussions/what-is-avaza-used-for) ### 8. [LogiSense](https://www.g2.com/products/logisense/reviews) LogiSense is a cloud-based billing platform, specifically designed for today’s usage-based economy. Its built-in flexibility allows businesses to offer customers a wide variety of usage and subscription options; no configuration scenario is too complex. This ground-breaking subscription-based billing and real-time usage rating solution allows companies to diversify products and services, increase operational efficiency, exercise control over changes in the industry and, of course, enjoy a growing and satisfied customer base. LogiSense is an API-first platform based on a microservices architecture at scale, exposed via a transactional RESTful API interface. Features include advanced sharing and pooling and geographic zone-based pricing with deal-specific overrides, as well as automated contract enforcement which negates the manual review of each billing cycle. Learn how LogiSense can enrich your business. **Average Rating:** 4.6/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LogiSense?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 7.0/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind LogiSense?** - **Seller:** [LogiSense](https://www.g2.com/sellers/logisense) - **Year Founded:** 1998 - **HQ Location:** Cambridge, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/56039/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 42% Mid-Market, 32% Small-Business #### What Are Recent G2 Reviews of LogiSense? **"[Partnership in Billing - for when it just needs to work.](https://www.g2.com/survey_responses/logisense-review-5132359)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/logisense-review-5132359) --- **"[Very versatile tool.](https://www.g2.com/survey_responses/logisense-review-4572533)"** **Rating:** 4.5/5.0 stars *— Paula M.* [Read full review](https://www.g2.com/survey_responses/logisense-review-4572533) --- #### What Are G2 Users Discussing About LogiSense? - [What is LogiSense used for?](https://www.g2.com/discussions/what-is-logisense-used-for) ### 9. [ZipBooks](https://www.g2.com/products/zipbooks/reviews) ZipBooks is smart, beautiful, accounting software for contractors, small businesses and accountants. We also make online invoicing and time tracking easier than ever. Our app provides a more intuitive experience and a cleaner layout—plus, it works anywhere. ZipBooks never watermarks invoices, sells your data, or sends you "partner" emails. ZipBooks has all the features you would expect from a mature accounting software solution including the ability to automate transaction import, reconcile your bank account(s), and customize reporting. ZipBooks Accountants enjoy smarter bookkeeping operations such as built-in time-tracking, client texting and payroll integration. **Average Rating:** 4.7/5.0 **Total Reviews:** 86 **How Do G2 Users Rate ZipBooks?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 7.8/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind ZipBooks?** - **Seller:** [ZipBooks](https://www.g2.com/sellers/zipbooks) - **Year Founded:** 2015 - **HQ Location:** Lehi, UT - **Twitter:** @ZipBooks (2,018 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10151820/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 78% Small-Business, 15% Mid-Market #### What Are Recent G2 Reviews of ZipBooks? **"[A simple yet powerful complete accounting solution](https://www.g2.com/survey_responses/zipbooks-review-7875786)"** **Rating:** 4.5/5.0 stars *— Islam A.* [Read full review](https://www.g2.com/survey_responses/zipbooks-review-7875786) --- **"[All around great accounting software](https://www.g2.com/survey_responses/zipbooks-review-5164964)"** **Rating:** 5.0/5.0 stars *— Verified User in Business Supplies and Equipment* [Read full review](https://www.g2.com/survey_responses/zipbooks-review-5164964) --- #### What Are G2 Users Discussing About ZipBooks? - [How do you use a Zipbook?](https://www.g2.com/discussions/how-do-you-use-a-zipbook) - [How much does ZipBooks cost?](https://www.g2.com/discussions/how-much-does-zipbooks-cost) - 1 comment - [Are ZipBooks safe?](https://www.g2.com/discussions/are-zipbooks-safe) - [Are ZipBooks free?](https://www.g2.com/discussions/are-zipbooks-free) ### 10. [Chargent](https://www.g2.com/products/chargent/reviews) Chargent is a comprehensive payment solution designed specifically for Salesforce users, facilitating credit card, ACH, and subscription billing processes. This software seamlessly integrates into the Salesforce ecosystem, allowing businesses to manage their payment transactions directly within the platform. By utilizing Chargent, organizations can streamline their revenue capture, reduce manual data entry, and enhance their order and invoicing workflows, ultimately leading to improved operational efficiency. Targeted primarily at businesses that rely on Salesforce for customer relationship management, Chargent caters to a diverse range of industries, including e-commerce, SaaS, and subscription-based services. Its robust capabilities make it an ideal choice for organizations looking to simplify their payment processes while maintaining a high level of control over their financial transactions. With Chargent, users can easily manage their billing cycles, automate payment collections, and reduce the risk of errors associated with manual data handling. One of the standout features of Chargent is its extensive connectivity to over 30 payment gateways, including popular options like Braintree, CyberSource, Authorize.net, PayPal, and Stripe. This wide array of integrations ensures that users can select the payment methods that best suit their needs and preferences. Additionally, Chargent offers specialized integrations for enhanced functionalities, such as wallet capabilities through PayPal and card surcharging via InterPayments. These features provide flexibility and convenience for both businesses and their customers. Chargent also includes an Automated Collections module, which is designed to manage failed payment retries and send email links for card updates automatically. This functionality significantly reduces subscription churn by ensuring that payment issues are addressed promptly and efficiently. By automating these processes, organizations can focus on their core operations rather than getting bogged down in payment-related tasks. Since its inception in 2008, Chargent has gained the trust of thousands of organizations and millions of end users. Developed by AppFrontier LLC, a company based in San Francisco, Chargent continues to evolve, providing users with a reliable and effective payment solution that integrates seamlessly with Salesforce. This commitment to innovation and user satisfaction positions Chargent as a valuable asset for any organization looking to optimize its payment processing capabilities. **Average Rating:** 4.5/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Chargent?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 6.7/10 (Category avg: 8.7/10) - **Payments:** 6.7/10 (Category avg: 8.6/10) - **Management:** 6.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Chargent?** - **Seller:** [AppFrontier](https://www.g2.com/sellers/appfrontier) - **Company Website:** https://www.appfrontier.com - **Year Founded:** 2008 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2726450/ (23 employees on LinkedIn®) - **Phone:** +1-415-275-1115 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Non-Profit Organization Management - **Company Size:** 44% Mid-Market, 42% Small-Business #### What Are Chargent's Pros and Cons? **Pros:** - Connectivity (1 reviews) - Data Accuracy (1 reviews) - Easy Payments (1 reviews) - Security (1 reviews) - Tracking Ease (1 reviews) **Cons:** - Complex Processes (1 reviews) - Difficult Setup (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Chargent? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless connectivity** of Chargent, facilitating secure real-time payment tracking across multiple gateways. - Users value the **accurate data tracking** of Chargent, ensuring real-time payments and secure processing. - Users value the **easy payments** feature of Chargent, appreciating the real-time tracking and secure processing it provides. - Users value the **secure payment processing** of Chargent, appreciating its real-time tracking of transactions. - Users appreciate the **real-time tracking of payments** with Chargent, ensuring efficient and secure transaction processing. **Cons:** - Users find the **complex setup process** of Chargent to be a significant drawback affecting usability. - Users find the **costly and complex setup** of Chargent to be a significant drawback in their experience. - Users highlight the **high costs and complex setup** of Chargent as significant drawbacks to its use. #### What Are Recent G2 Reviews of Chargent? **"[Chargent : A robust payment solution](https://www.g2.com/survey_responses/chargent-review-10682298)"** **Rating:** 4.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/chargent-review-10682298) --- **"[Reliable and easy payment processing in Salesforce](https://www.g2.com/survey_responses/chargent-review-5128916)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/chargent-review-5128916) --- ### 11. [Multiview ERP](https://www.g2.com/products/multiview-erp/reviews) Discover Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. A Cloud ERP platform is built by accountants, for accountants. Our enterprise resource planning software provides a single point of truth within your organization, enabling visibility across divisional, regional, or product line silos. Our goal? To transform your financial processes with unparalleled ease and efficiency. **Average Rating:** 4.2/5.0 **Total Reviews:** 222 **How Do G2 Users Rate Multiview ERP?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.1/10 (Category avg: 8.7/10) - **Payments:** 7.4/10 (Category avg: 8.6/10) - **Management:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Multiview ERP?** - **Seller:** [Multiview Financial](https://www.g2.com/sellers/multiview-financial) - **Year Founded:** 1990 - **HQ Location:** Ottawa, ON - **Twitter:** @multiviewcorp (147 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/8752179/ (129 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Hospital & Health Care, Accounting - **Company Size:** 79% Mid-Market, 16% Small-Business #### What Are Multiview ERP's Pros and Cons? **Pros:** - User-Friendly (6 reviews) - Detailed Information (5 reviews) - Reporting (5 reviews) - Customization (4 reviews) - Efficiency (4 reviews) **Cons:** - Slow Loading (5 reviews) - Time-Consuming (4 reviews) - Error Handling (3 reviews) - Upload Issues (3 reviews) - Complex Reporting (2 reviews) ### What Do G2 Reviewers Say About Multiview ERP? *AI-generated summary from verified user reviews* **Pros:** - Users find Multiview **very user-friendly** , appreciating its ease of use and functionality, especially with multiple screens open. - Users find that Multiview provides **efficiency and user-friendliness** , streamlining financial processes and data management. - Users value the **customizable reporting features** of Multiview ERP, enhancing flexibility and user experience. - Users value the **extreme flexibility and customization** of Multiview ERP, enhancing their user experience and reporting capabilities. - Users value the **efficiency** of Multiview ERP, enabling smooth workflows and streamlined processes for daily tasks. **Cons:** - Users experience **slow loading** times with Multiview ERP, causing delays in logging in and data retrieval. - Users find the **time-consuming setup** process frustrating, affecting their overall efficiency and experience with Multiview ERP. - Users often face **error handling issues** with Multiview ERP, making it frustrating to resolve problems efficiently. - Users often face **upload issues** and experience slow logins, leading to a frustrating overall experience. - Users face challenges with **complex reporting** , finding the process cumbersome and the interface confusing at times. #### What Are Recent G2 Reviews of Multiview ERP? **"[Recently started using Multiview in our facility. Some things are user friendly, but after upgrade.](https://www.g2.com/survey_responses/multiview-erp-review-11720124)"** **Rating:** 4.0/5.0 stars *— Emily B.* [Read full review](https://www.g2.com/survey_responses/multiview-erp-review-11720124) --- **"[Finance Director Review](https://www.g2.com/survey_responses/multiview-erp-review-10614221)"** **Rating:** 5.0/5.0 stars *— Korlynn A.* [Read full review](https://www.g2.com/survey_responses/multiview-erp-review-10614221) --- #### What Are G2 Users Discussing About Multiview ERP? - [What is Multiview ERP used for?](https://www.g2.com/discussions/what-is-multiview-erp-used-for) - [What does Multiview Financials do?](https://www.g2.com/discussions/what-does-multiview-financials-do) - [How much is Multiview?](https://www.g2.com/discussions/how-much-is-multiview) - [What is a multiview system?](https://www.g2.com/discussions/what-is-a-multiview-system) ### 12. [Peakflo](https://www.g2.com/products/peakflo/reviews) Peakflo AI-powered automation with SOC 2 Type II compliance allows businesses to streamline their finance operations processes. 100+ finance teams, use Peakflo each to: ✅ Save 2000 man-hours/month on finance ops ✅ Get paid faster on customer invoices by 15-25 days ✅ Cut vendor bill payment time by 50% ✅ Streamline travel and expense reimbursements **Average Rating:** 4.5/5.0 **Total Reviews:** 69 **How Do G2 Users Rate Peakflo?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 9.1/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Peakflo?** - **Seller:** [Peakflo](https://www.g2.com/sellers/peakflo) - **Year Founded:** 2021 - **HQ Location:** Singapore, SG - **Twitter:** @GetPeakflo (181 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/peakflo/ (30 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Logistics and Supply Chain, Accounting - **Company Size:** 51% Mid-Market, 29% Small-Business #### What Are Peakflo's Pros and Cons? **Pros:** - Reminders (9 reviews) - Automation (4 reviews) - Custom Solutions (4 reviews) - Solutions (4 reviews) - Vendor Management (4 reviews) **Cons:** - Syncing Issues (4 reviews) - Sync Issues (4 reviews) - Connectivity Issues (2 reviews) - Delays (2 reviews) - Email Issues (2 reviews) ### What Do G2 Reviewers Say About Peakflo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **customized reminders** in Peakflo, enhancing efficiency in managing accounts receivables. - Users appreciate the **automation capabilities** of Peakflo, significantly improving efficiency and accuracy in financial processes. - Users value the **custom solutions** of Peakflo, appreciating tailored workflows and exceptional customer support throughout their experience. - Users value the **user-friendly interface** of Peakflo, facilitating effective navigation and team collaboration for various tasks. - Users find the **excellent vendor management capabilities** of Peakflo enhance collaboration and streamline invoicing processes effectively. **Cons:** - Users express concerns about **syncing issues** , which disrupt workflow and hamper overall usability of Peakflo. - Users report frequent **sync issues** that disrupt workflows and limit Peakflo's operational effectiveness. - Users often face **connectivity issues** like sync failures and difficulties updating vendor selections, hindering their experience. - Users experience **delays in exporting data** and reflecting payments, which can hinder their overall efficiency. - Users experience significant **email delay issues** with payments not reflecting in real-time, causing frustration. #### What Are Recent G2 Reviews of Peakflo? **"[Worth considering for hyperscalers](https://www.g2.com/survey_responses/peakflo-review-12358519)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/peakflo-review-12358519) --- **"[Helpful Customer Success and Customization That Fits Our Needs](https://www.g2.com/survey_responses/peakflo-review-12869921)"** **Rating:** 4.0/5.0 stars *— Verified User in Management Consulting* [Read full review](https://www.g2.com/survey_responses/peakflo-review-12869921) --- ### 13. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Accounting:** 6.9/10 (Category avg: 8.7/10) - **Payments:** 6.3/10 (Category avg: 8.6/10) - **Management:** 6.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (24 reviews) - Task Management (24 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Complexity (12 reviews) - Limited Customization (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. **Cons:** - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 14. [AdSuite](https://www.g2.com/products/adsuite/reviews) AdSuite's Converged Billing is a comprehensive solution tailored for media publishers, designed to streamline and enhance billing operations across various platforms. This advanced system ensures precision in every transaction, accommodating diverse billing models such as impression-based and spot-based billing. By automating complex processes, it eliminates errors, reduces manual efforts, and enhances financial accuracy, providing a solid foundation for financial excellence in the media industry. Key Features and Functionality: - Billing Engine: A sophisticated engine that handles diverse billing models with precision, ensuring accurate and efficient transaction processing. - PDF & EDI Generator: Efficiently creates converged, cross-platform invoices, summaries, statements, and other financial documents tailored to specific needs, enhancing document generation speed and accuracy. - Reports & Insights: Provides actionable insights through comprehensive reporting, enabling informed decision-making and strategic planning by offering a clear view of financial and campaign delivery landscapes. - Client & Order Management: Simplifies complex operations by offering a centralized hub for managing clients and orders, streamlining workflows from order creation to delivery, and reducing manual efforts. Primary Value and User Solutions: AdSuite's Converged Billing addresses the unique challenges faced by media publishers by automating and integrating billing processes across multiple platforms. It eliminates manual errors, enhances financial accuracy, and provides comprehensive insights into financial and operational performance. By streamlining client and order management, it reduces operational complexity, allowing media companies to focus on strategic growth and delivering value to their clients. This solution empowers media organizations to navigate the complexities of the industry with confidence and efficiency. **Average Rating:** 4.1/5.0 **Total Reviews:** 145 **How Do G2 Users Rate AdSuite?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 8.3/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind AdSuite?** - **Seller:** [Audience Platform](https://www.g2.com/sellers/audience-platform) - **Year Founded:** 2019 - **HQ Location:** Miami, Florida - **LinkedIn® Page:** https://www.linkedin.com/company/audience-platform/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 22% Mid-Market #### What Are AdSuite's Pros and Cons? **Pros:** - Features (6 reviews) - Ease of Use (4 reviews) - Automation (3 reviews) - Customer Support (3 reviews) - Integrations (3 reviews) **Cons:** - Complex Processes (1 reviews) - Confusing Interface (1 reviews) - Expensive (1 reviews) - High Fees (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About AdSuite? *AI-generated summary from verified user reviews* **Pros:** - Users value the **analysis and insight feature** of AdSuite, enhancing engagement and optimizing campaign performance. - Users find AdSuite's **ease of use** invaluable, thanks to its intuitive interface and seamless integration with tools. - Users appreciate the **DFY automation** of AdSuite, enhancing campaign optimization and improving ROI through AI-driven insights. - Users commend the **responsive customer support** of AdSuite, which effectively assists them with their advertising needs. - Users appreciate the **seamless integrations** of AdSuite, enhancing workflows and optimizing ad performance through AI-driven insights. **Cons:** - Users find the **complex integration processes** challenging, often necessitating extra setup efforts for optimal use. - Users find the **confusing interface** of AdSuite to be repetitive and intrusive, affecting their overall experience. - Users find the **cost structure challenging** for smaller teams, making AdSuite expensive for limited budgets. - Users find the **high fees** of AdSuite challenging, especially for smaller teams with tighter budgets. - Users find **integration issues** with AdSuite to be challenging and time-consuming, impacting their overall experience. #### What Are Recent G2 Reviews of AdSuite? **"[Simplifying Ad Management in One Place](https://www.g2.com/survey_responses/adsuite-review-12716751)"** **Rating:** 5.0/5.0 stars *— Ankit C.* [Read full review](https://www.g2.com/survey_responses/adsuite-review-12716751) --- **"[User-Friendly Dashboard with Actionable Reporting and Smooth Integrations](https://www.g2.com/survey_responses/adsuite-review-12726110)"** **Rating:** 5.0/5.0 stars *— Aniket N.* [Read full review](https://www.g2.com/survey_responses/adsuite-review-12726110) --- ### 15. [Apptivo](https://www.g2.com/products/apptivo/reviews) Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **How Do G2 Users Rate Apptivo?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Apptivo?** - **Seller:** [Apptivo](https://www.g2.com/sellers/apptivo) - **Year Founded:** 2009 - **HQ Location:** Fremont, California - **Twitter:** @Apptivo (5,946 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/987634/ (223 employees on LinkedIn®) - **Phone:** +1 (855) 345-2777 **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Marketing and Advertising, Construction - **Company Size:** 82% Small-Business, 14% Mid-Market #### What Are Apptivo's Pros and Cons? **Pros:** - Customer Support (33 reviews) - Helpful (20 reviews) - Ease of Use (18 reviews) - Customization (14 reviews) - Customizability (12 reviews) **Cons:** - Learning Curve (11 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Integration Issues (8 reviews) - Improvement Needed (7 reviews) ### What Do G2 Reviewers Say About Apptivo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Apptivo's **excellent customer support** , noted for its responsiveness and detailed documentation throughout the implementation process. - Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience. - Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation. - Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes. - Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs. **Cons:** - Users find the **learning curve steep** with Apptivo, particularly with campaign setup and contact database differentiation. - Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations. - Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms. - Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo. - Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules. #### What Are Recent G2 Reviews of Apptivo? **"[All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting](https://www.g2.com/survey_responses/apptivo-review-12762853)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12762853) --- **"[Work Organization and Activity Tracking Feel More Efficient](https://www.g2.com/survey_responses/apptivo-review-12889408)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/apptivo-review-12889408) --- #### What Are G2 Users Discussing About Apptivo? - [What is Apptivo used for?](https://www.g2.com/discussions/what-is-apptivo-used-for) ### 16. [mHelpDesk](https://www.g2.com/products/mhelpdesk/reviews) Win more jobs with mhelpDesk. Get organized and grow your business with mHelpDesk. 10,000+ businesses have already made the switch. **Average Rating:** 4.0/5.0 **Total Reviews:** 131 **How Do G2 Users Rate mHelpDesk?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 10.0/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind mHelpDesk?** - **Seller:** [mHelpDesk](https://www.g2.com/sellers/mhelpdesk) - **HQ Location:** Fairfax, VA - **Twitter:** @mHelpDesk (1,448 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1409167/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Education Management - **Company Size:** 44% Small-Business, 34% Mid-Market #### What Are mHelpDesk's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - User-Friendly (1 reviews) **Cons:** - Feature Limitations (1 reviews) - Integration Issues (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) - Poor Support (1 reviews) ### What Do G2 Reviewers Say About mHelpDesk? *AI-generated summary from verified user reviews* **Pros:** - Users find mHelpDesk to be very **easy to use** , enhancing their overall satisfaction and experience with the product. - Users find mHelpDesk **user-friendly** , appreciating its ease of use and overall satisfaction with the software. **Cons:** - Users are frustrated by the **lack of features and integrations** , which limits the overall functionality of mHelpDesk. - Users face **integration issues** with mHelpDesk, struggling with limited features and inadequate support. - Users find the **missing features** in mHelpDesk limiting, particularly regarding integrations and support options. - Users report **poor customer support** from mHelpDesk, leading to frustration and unresolved issues. - Users struggle with **poor support** , feeling frustrated and neglected when seeking assistance with mHelpDesk. #### What Are Recent G2 Reviews of mHelpDesk? **"[Very Easy to Use—Love It](https://www.g2.com/survey_responses/mhelpdesk-review-12259973)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/mhelpdesk-review-12259973) --- **"[All encompassing system for scheduling, field reporting, and invoicing](https://www.g2.com/survey_responses/mhelpdesk-review-5316122)"** **Rating:** 4.5/5.0 stars *— Dave F.* [Read full review](https://www.g2.com/survey_responses/mhelpdesk-review-5316122) --- #### What Are G2 Users Discussing About mHelpDesk? - [What is mHelpDesk used for?](https://www.g2.com/discussions/what-is-mhelpdesk-used-for) ### 17. [BluIQ™ by BluLogix](https://www.g2.com/products/bluiq-by-blulogix/reviews) BluIQ is the only cloud-based subscription management platform purpose built for organizations with complex billing requirements who are looking to take advantage of today’s subscription revolution. BluIQ is designed to help companies with complex billing requirements deploy subscription and as-a-Service billing platforms faster and tailored to their business requirements, providing simpler, quicker, and less costly fully customized solutions to complex billing scenarios. BluIQ automates complex recurring billing, subscription management and revenue analytics, enabling companies to quickly scale, unlock new revenue opportunities and monetize new innovations quickly, across any combination of subscription, usage or consumption-based business models. BluIQ helps customers accelerate time to revenue, diversify product portfolios, create streamlined, scalable billing and revenue processes and leverage data to make critical business decisions in real time. BluIQ is configured, not customized, allowing customers to integrate with their existing tech stack by leveraging our Cloud Development Toolkit, an all-in-one component based development toolkit that can be used to update elements or customize the entire experience to match the look and feel of their other applications, using pre-built components that reduce development time and expense by up to 80%. BluIQ is agile, enterprise–grade and flexible, an industry-recognized leader, ranking in MGI Research’s Top Five 360 Billing & Monetization Platforms and consistently recognized for the ability to manage high-volume, high-complexity billing scenarios with unparalleled agility. **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **How Do G2 Users Rate BluIQ™ by BluLogix?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 9.5/10 (Category avg: 8.7/10) - **Payments:** 9.7/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind BluIQ™ by BluLogix?** - **Seller:** [Softrax](https://www.g2.com/sellers/softrax) - **Year Founded:** 1999 - **HQ Location:** Boise, ID - **Twitter:** @SoftraxCorp (313 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/softrax (67 employees on LinkedIn®) - **Phone:** +1 (617) 778-7320 **Who Uses This Product?** - **Top Industries:** Real Estate, Telecommunications - **Company Size:** 58% Mid-Market, 31% Enterprise #### What Are Recent G2 Reviews of BluIQ™ by BluLogix? **"[Great Cloud Development Platform](https://www.g2.com/survey_responses/bluiq-by-blulogix-review-7476616)"** **Rating:** 4.0/5.0 stars *— Sara K.* [Read full review](https://www.g2.com/survey_responses/bluiq-by-blulogix-review-7476616) --- **"[Making subscription manager easy](https://www.g2.com/survey_responses/bluiq-by-blulogix-review-7887949)"** **Rating:** 4.5/5.0 stars *— Badriah B.* [Read full review](https://www.g2.com/survey_responses/bluiq-by-blulogix-review-7887949) --- #### What Are G2 Users Discussing About BluIQ™ by BluLogix? - [What is BluIQ™ by BluLogix used for?](https://www.g2.com/discussions/what-is-bluiq-by-blulogix-used-for) ## What Is Billing Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Billing Software? - [Accounting Software](https://www.g2.com/categories/accounting) - [Subscription Management Software](https://www.g2.com/categories/subscription-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Billing Software? ### What You Should Know About Billing Software ### What is Billing Software? Billing and invoicing software provides a range of functionality that is critical to collecting revenue, the end goal for all successful businesses. These billing solutions may vary in breadth of capabilities or target different professions and business sizes, but each offers the ability to streamline and automate the invoice and billing workflow. Collecting payments from customers can be a struggle, so improving the billing process and increasing the ease of collection to help ensure timely payments is always beneficial. Billing software allows users to build an invoice that will eventually be sent to a customer to collect payment. Often, billing solutions offer pre-built invoice templates for users who are looking for basic, straightforward invoice layouts. They may also offer an invoice creator for companies interested in building out custom invoices, which can be branded and personalized to fit a company’s criteria. Once the invoice is built, users may choose to print and mail the invoice; however, online invoicing is more widely used in today’s business world. Users can set invoice reminders that alert the customer that a payment due date is approaching, making sure that they are aware of what they owe and helping get ahead of the collection process. Customers can reply to payment requests on the spot, either through a payment gateway or directly through the invoice, with a variety of different payment methods. This includes credit card or other forms of electronic payments, which can be set up to recur monthly or on a subscription basis. For project- and service-based companies, time tracking functionality is offered to record hours worked and to bill for those hours accordingly. Hourly rates can be adjusted based on the project or employee; expenses associated with said project and employee can be documented as well. Once that information is recorded, invoices can be sent and payments collected. Billing fits into the overall accounting software ecosystem, and is just one aspect of financial management. These solutions generally integrate with other accounting, ERP, or CRM tools for greater insights and transparency into business processes. As a business grows its customer base, billing software provides one central location for all invoice and collection needs, allowing businesses to stay organized and on top of their finances and overall revenue management. ### Why Use Billing Software? The reasons for using billing software appear simple at first; in actuality, billing solutions provide a breadth of advantages for accounting departments and businesses. The business problems that billing and invoice software solve range from basic organization of invoices, to automated collection, simpler record keeping and tracking, and even improved customer relations. **Improved Organization –** When a business has multiple customers, it can be challenging to keep track of all invoices. That’s where billing and invoice software comes in to play. Billing solutions provide one central location for all invoices, so accountants are never scrambling to find documentation surrounding paid or unpaid bills. This billing hub ensures that businesses can better keep track of all customers and where they stand with their payments. This helps businesses improve customer relationships through the ability to routinely follow up and request payments when they are due. It also helps accounts receivable departments track all incoming finances for better overall accounting. If a business is not using a payment management system, such as a billing and invoicing software, then accounting departments will be spending hours just attempting to organize invoices, let alone make sense of them. **Billing Automation –** Before billing automation, businesses would usually have to create invoices in a basic document creation software (such as Microsoft Word), print the invoice, and mail it to a customer. That customer would usually have to write a check and mail it back to the business. However, billing and invoice software allows users to automate this process from start to finish. Users can create invoices online and send them to customers instantly via email or a client portal. This online invoicing allows customers to then pay instantly through the application, and the business receives its money instantly. This automation saves businesses time and effort, and allows for increased tracking capabilities. The biggest business problem being solved with billing automation is attempting to eliminate late or missed payments by customers. By doing so, businesses can collect money on time and help improve revenue growth month over month, quarter over quarter, and year over year for increased valuation. **Easier Record Keeping and Tracking –** By integrating billing and invoice software with accounting software, users can easily keep track of end-to-end accounting records. Billing software specifically tracks all expenses and records from invoice creation to the payment by the customer. This provides more transparency for businesses and allows for accurate accounting through the end of the billing cycle. These solutions also provide insights into the financial standing of customers, which is a huge benefit when customers are set up for subscription billing. **Improved Customer Relations –** Sending prompt alerts for customers with outstanding balances is not only a good way to ensure timely payments; it is also a way to reach out and build customer relationships. One might believe that these notifications are agitating, but in reality, customers want to pay on time, so being proactive in this scenario is helpful. Additionally, client portals offer a way for accountants on both sides of the invoice to quickly converse as well as a way for companies to provide quick customer service. By staying on top of billing inquiries, businesses can maintain positive relationships with customers and receive timely payments. ### Who Uses Billing Software? Billing and invoicing software is used by a number of different employees within an organization. The main role that utilizes billing solutions are accountants. An accountant is a broad title, but often in-house accountants are in charge of accounts payable and accounts receivable, meaning they are required to collect payments from customers. Those specifically tasked with collection may be considered billing coordinators or collection specialists. Some larger enterprises may employ billing analysts to help forecast and budget based on billing and revenue history. For professional services, a project manager may be in charge of invoicing customers. This is done based on specific projects, how much time was spent on a project, and the hourly cost for the customer. The project manager may be tasked with working with the customer and ensuring timely payments come in, regardless of the progress of the project. In the health care world, medical billers and coders are in charge of collected outstanding payments. This is a much more complex and regulated form of billing collection due to insurance claims and the complications included with that side of the business. For smaller, private practices, the doctor or the office administrator may be in charge of filing insurance claims and collecting payments. Other practices may outsource to medical billing services. Small-business owners may be the ones in charge of collecting payments if the company is not large enough to have its own accounting team. Often, these users will have a small-business accounting tool that offers online invoicing and invoice templates. These solutions are built for those that do not have the expertise of accountants or collection specialists. ### Kinds of Billing Software **Medical billing software –** [Medical billing software](https://www.g2.com/categories/medical-billing) is used by hospitals, physicians’ offices, home health care facilities, and other medical institutions to create, distribute, and manage bills and invoices for the services they provide to patients. Due to the unique industry requirements of the medical industry, and to encourage compliance with medical privacy regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), it is recommended that medical institutions utilize [medical billing software solution](https://www.g2.com/categories/medical-billing) rather than more general billing and invoicing software that can be used across any industry. These tools offer specific functionality that is especially helpful to medical billers and coders, who need to code patient charts following treatment and initiate insurance claims. Medical billing tools are often set up to easily integrate with other tools that are fundamental to running a hospital or medical practice, such as [EHR tools](https://www.g2.com/categories/ehr) and [medical practice management software](https://www.g2.com/categories/medical-practice-management). Medical practice management tools also often include native billing and invoicing features, eliminating the need for a standalone medical billing tool. The decision of whether to use a standalone medical billing product or a medical practice management tool depends largely on the number of physicians, patients, and procedures conducted within the practice, with mid- to large-scale offices or practices being at the level of maturity to consider a more all-encompassing tool. **Legal billing software –** [Legal billing software](https://www.g2.com/categories/legal-billing) is a critical and foundational tool for any law firm. This software enables attorneys to calculate billable hours and generate invoices to ensure payment is being requested for services provided. Legal billing software can be used by lawyers working independently, entire law firms, or by legal departments within a larger organization. Law firms typically bill hourly, and as such time tracking features are important to look out for in this type of billing and invoicing software. These tools provide legal-focused billing features such as retainer-fee and split-fee functionality as well as the ability to create user standards based on the job role of the person whose time is being billed. Additionally, they provide native activity coding features that align directly with the American Bar Association’s uniform task-based activity codes. Automating the uniformity of billing information helps to more easily serve clients and companies who want to track legal cost benchmarks or more closely track legal expenses. What would have been a largely manual administrative task in the past, or with more general billing tools, becomes streamlined and automated with legal billing software. The type of legal billing software that is right for you or your business will largely depend on the type of legal operation you run. Solo practitioners, small firms, and large firms will all have varying needs when it comes to the features of legal billing and invoicing software. Legal billing features are often included in [legal practice management software](https://www.g2.com/categories/legal-practice-management), which provide tools to manage the daily operations of a law firm (including functionality for case management and client management, among other features) in addition to legal billing. **Billing software for small businesses –** In a small business, time is one of the most valuable resources, and accounting teams could always use more of it. Small businesses often rely on a single accountant, or small team, to manage billing and invoicing, accounts payable and receivable, and balancing the company’s general ledger, among myriad other tasks to keep finances in order. [Invoicing software for small business](https://www.g2.com/categories/billing?segment=small-business)can help ease some of the strain when it comes to streamlining billing and collection processes. To keep a small business afloat, efficient, closely monitored billing practices are a must. These tools frequently offer features for time tracking, invoice due dates and reminders, tax calculators, and more. These automations, templatized tasks, and reminders help a busy accountant who is potentially stretched thin. Invoicing software for small businesses is typically a point solution (a tool that only provides billing features), but there are also [small-business accounting tools](https://www.g2.com/categories/small-business-accounting) which introduce automations into a small business’ end-to-end financial management process, including the billing and collections process. There are a number of free invoicing software products, or products which offer a free trial, that can be beneficial to a smaller company that is just starting out and either doesn’t know the extent of tools needed or is looking to limit expenses. These offerings are typically stripped-down versions with a heavy focus on simplicity and ease of use. **Inventory-based billing software –** Companies that sell physical goods may want to consider purchasing an inventory-based billing software tool. As mentioned above, many billing software products are geared toward billing hours or for services. However, companies that maintain an inventory and sell goods may want to consider an inventory-based billing tool with features specific to their use case. ### Billing Software Features Billing and invoicing software features have many benefits; however, most tie back to the simple solution that these products help minimize late or missed payments, as well as optimize and automate the overall collection process. The following are all reasons why businesses should adopt billing software: **Invoice creation –** Billing software offers users easy and simple invoice creation, whereas prior to billing software, users were required to build out each invoice manually. Instead of this labor-intensive process, invoice templates in billing software enable fast and streamlined invoice creation. By providing pre-built invoice templates, users can quickly create an invoice to be sent off to a customer. If one wishes to customize an invoice, they can include a variety of personalized information, such as a logo, business address, company branded colors, and any other necessary information required in the form. Additional invoice information may include receipts to prove expenses and tax rates, among other fields. Each of these customizations helps make sure a business receives all the formal information required to bill a customer. **Online invoicing –** Prior to billing software, businesses had to not only manually create their invoices, but also send them through the mail. This would take a considerable amount of time and make collections for end of month, end of quarter, and end of year time consuming. If a business prefers to print out invoices and mail them, many products offer the ability to print; with the use of billing software, companies can instantly send over an invoice to a customer via online invoicing. This allows simultaneous invoicing to customers all over the world. Businesses can rapidly collect, because customers can submit payment directly through the invoice, no matter their location. This is particularly convenient for global businesses because billing software can record finance records in all currencies and convert to an overall total. The streamlining of the billing process is a major benefit for businesses and a key reason why companies choose billing software. **Automated reminders –** If a lawyer or a project manager has one client, it might not be a burden to call said client and inquire about paying bills every month; for businesses with hundreds or thousands of clients, it can be a major hassle. Billing software allows users to set up automated alerts that send reminders to customers before their payments are overdue. By setting up these automated alerts for all customers, the accounting team at a company never has to worry about remembering who they have or have not bugged to pay their bills. Additionally, no one has to take the time out of their day to call up and pester a customer for money. These automated reminders help ensure that a business misses less payments from its customers. **Estimates –** Similar to building invoices, many billing solutions allow users to build estimates through the use of pre-built templates and many customization options. The benefit of creating estimates inside billing software is that if the customer accepts the estimate, the user can turn the estimate into an invoice quickly and seamlessly, without having to recreate all the information on the invoice. By recording estimate history, businesses can track rates of acceptance and re-evaluate pricing and discounting tactics to optimize landing new business. **Recurring billing –** For long-term customers, businesses can use billing software to set up recurring payments that automatically charge customers in an agreed-upon cadence. If customers have submitted a credit card as preferred payment, it will automatically be run by the business at each correct date. This makes it easier for both the business and customer, since they can worry less about making and receiving the payment and rely on the software to do the work for them. For businesses that use a subscription-based revenue model, these solutions are often considered subscription management software; however, there is some overlap between the two. **Billable time tracking –** Instead of requiring users to record their billable hours in a spreadsheet or complementary solution, billing software often offers time tracking capabilities. This enables employees to record the exact hours that they work on specific projects and then bill at the rate appropriate to that service. This allows high-level insight into the project as a whole and how much it is costing the client. This functionality is used in PSA software, but offers additional project and resource management capabilities. **Flexible billing options –** The subscription management features within billing software enhance these solutions by easily offering different pricing package for certain customers and unique billing structures. These flexible pricing options make life easier on sales teams and accountants by providing reasoning, one-off value details, and the level of discount they are providing to customers as a whole. For professional services or project-based companies, these flexible billing options are very important. Administrators can set billing rates for specific employees or projects instead of having one standard rate across all business units. Additionally, businesses can opt to bill at certain milestones within the project, even if it is not complete. This is particularly convenient when expensing materials for the client. This flexible functionality is prevalent in PSA software. **Payment tracking and reporting –** When a business has alerted a customer of a required payment and they still do not follow through with their contractual agreements, billing software makes it easy to understand who is lapsing. Instead of digging through spreadsheets or books to know who has and has not paid during that payment period, billing software offers payment reports to get a quick view into customers at fault. Also, these payment reports can provide insights into who has possibly overpaid their invoice and has earned a credit, or which customers require a refund. **Revenue reporting –** Billing software can help businesses record and track revenue. Often, these solutions integrate with a CRM or accounting tool that helps track end-to-end financial details. By knowing which accounts have paid their bills and the overall financial standing of the company, businesses can build budgets, forecast, and give clear pictures into their revenue status. Billing data can feed into corporate performance management (CPM) tools to help conduct such projections. **Client portals –** Some billing solutions offer a client portal or a forum for accountants from both parties to communicate with each other to solve problems. Different departments are also provided a centralized location to view and understand billing details. Companies can make payment information and options clear to customers through the methods indicated by the billing software product. In addition to basic communication, a client portal provides a location for customers to see their entire transaction history and any outstanding payments. If a customer needs a copy of a particular invoice or receipt, instead of submitting a request for that document, they can simply download it from their portal. This saves time for both the business and customer. This transparency is also particularly beneficial for project managers who are billing a client for specific tasks or milestones, as well as tracking expenses. The client can have exact insight into the progress of the project and what they are being charged for. **Mobile billing –** Many billing solutions offer a mobile application so that users can send and receive invoices on the go. This is particularly helpful for service businesses, so that when a project or job is completed the employee can send an invoice immediately upon completion. By sending it from a mobile phone, the employee does not need to record the information after the fact; instead, they send the invoice and receive it on the spot. This is an invaluable time-saver for small businesses. ### Billing Software Trends The billing software industry has not taken many progressive steps in terms of innovation in recent years; however, some basic trends in the entire software world are relative to billing and invoicing software, including cloud-based and mobile applications, as well as integrations. In the future, billing solutions may include blockchain technology. Blockchain ledgers would help improve the speed of transactions from business to business. In addition, it would help security concerns by keeping the terms of a contract encrypted, as well as the amount of the transaction private. Blockchain may help billing users optimize ledger recordings by automating the step between billing and general ledger. The payment would be automatically put into a blockchain ledger and the information recorded. This would help improve financial close and make the life of accountants much easier at the end of months, quarters, and years. ### Potential Issues with Billing Software Any time a company is making transactions, there also runs a risk of error. For billing and invoicing software, these errors may come in a variety of different ways. **Failed Transactions –** One error may be a failed transaction, where the customer provides a payment but it does not go through. This may happen when the customer is light on cash or something much less concerning occurs, such as an expired credit card. Regardless, this can cause difficulties for accounting teams because they are not receiving the correct amount of funds on time. **Discounts and Promotions –** Many billing solutions provide flexible payment options, but if these are not communicated properly, customers may pay an incorrect amount. If a sales representative has given an incorrect discount, then this may cause errors. Fortunately, billing solutions usually display how much credit a customer has in the event of overpaying. **Automatic Billing Issues –** This is more likely to be a concern with subscription management software, but it is relevant to billing solutions as well. If a customer is signed up for automatic billing each month, but for some reason has insufficient funds in their account, then the automatic transaction would be rejected. This again becomes problematic when trying to collect funds by a certain date. Additionally, if a customer is unaware that they are enrolled in recurring billing and is subsequently charged, then they may be unhappy. ### Software and Services Related to Billing Software There are a number of related software categories that integrate and work in tandem with billing and invoice software. [Accounting software](https://www.g2.com/categories/accounting) is the most obvious of all billing integrations. By connecting billing and accounting software, companies can improve tracking and recording practices and further automate tedious accounting tasks. Smaller companies may choose to utilize [small-business accounting software](https://www.g2.com/categories/small-business-accounting) that offers all necessary accounting functionality for smaller shops, including invoice creation and online invoicing. Additionally, [ERP systems](https://www.g2.com/categories/erp-systems) may provide billing modules within the accounting solutions offered. [CRM](https://www.g2.com/categories/crm) systems can connect to billing solutions to provide insight into exact accounts and their billing history, as well as denote any outstanding payments they may have. This is convenient because it provides transparency across business units, aligning sales and accounting teams. Sales may also utilize [CPQ software](https://www.g2.com/categories/cpq), which can be impacted by billing in the sense that the quotes provided from a CPQ solution can be turned into an invoice. Again, this helps optimize processes for sales and accounting. For professional service companies, connecting [time tracking](https://www.g2.com/categories/time-tracking) and billing is critical because they frequently bill hourly. Providing insights into the amount of time an employee put into a specific project and how much they earned for the company based on that time tracking is a crucial business process. Often, time and billing capabilities are combined in [professional services automation (PSA) software](https://www.g2.com/categories/professional-services-automation), which can send invoices directly from the tool. Subscription management software offers recurring billing functionality for businesses that use a subscription model for revenue. These payments will be processed automatically. This is particularly convenient for e-commerce businesses that rely on yearly or monthly subscriptions.