Best Billing Software for Small Business

How Many Billing Software Products Does G2 Track?

Total Products under this Category: 911

Category Stats (Nov 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Pennylane (+3.38%) - Among all products in this category, Pennylane recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Billing Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 34,900+ Authentic Reviews
  • 911+ 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.

G2 Grid® for Billing Software

G2 Grid® for Billing Software plotting products by satisfaction and market presence

Highlighted products: PayPal Invoicing, Xero, Square Point of Sale, Zoho Invoice, QuickBooks Bill Pay, Refrens Accounting, Anchor, and BILL AP/AR.

Underlying data: [Grid® JSON](https://www.g2.com/categories/billing/grids.json?focus%5B%5D=paypal-invoicing&focus%5B%5D=xero&focus%5B%5D=square-point-of-sale&focus%5B%5D=zoho-invoice&focus%5B%5D=quickbooks-bill-pay&focus%5B%5D=refrens-accounting&focus%5B%5D=anchor-anchor&focus%5B%5D=bill-ap-ar&segment=small-business)

Xero

Xero is a cloud-based accounting software solution designed to help small business owners and accounting professionals manage their financial operations efficiently. With a user-friendly interface and a focus on automation, Xero enables users to streamline their bookkeeping processes, allowing them to concentrate on growing their businesses rather than getting bogged down by administrative tasks. Targeted primarily at small businesses, Xero caters to a diverse audience that includes entrepreneurs, freelancers, and accounting firms. The platform is particularly beneficial for those who seek to simplify financial management while ensuring compliance with regional tax regulations. Xero's innovative features, such as JAX (Just Ask Xero), an AI financial superagent, enhance the user experience by providing real-time insights and automating routine tasks. This allows users to create quotes, send invoices, and reconcile bank transactions through natural language commands, making financial management more accessible and efficient. One of the key features of Xero is its ability to automate data ingestion from various sources, including banks and e-commerce platforms. This functionality significantly reduces the time spent on manual data entry, with many users reporting an average savings of six hours per month. Additionally, Xero's smart bank reconciliation adapts to user patterns, simplifying the bookkeeping process to a straightforward click-to-confirm operation. This level of efficiency not only saves time but also enhances accuracy in financial reporting. Xero also prioritizes cash flow management, a critical aspect for any business. Users can create customizable online invoices equipped with integrated "Pay Now" buttons, which facilitate faster payments. Coupled with automated payment reminders, Xero helps businesses reduce the time spent on collections, allowing them to focus on revenue generation. Furthermore, Xero's tools are designed to simplify tax compliance across various jurisdictions, making it easier for users to navigate the complexities of tax regulations. The platform is supported by a robust ecosystem of over 1,000 third-party applications and a global directory of certified accountants and bookkeepers. This connectivity ensures that users have access to specialized tools for inventory management, customer relationship management, and financial advice tailored to their specific needs. With a customer support team rated highly by new users, Xero provides the assurance and assistance necessary for businesses to operate confidently in their financial endeavors.

Average Rating: 4.4/5.0

Total Reviews: 1,830

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How Do G2 Users Rate Xero?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Accounting: 8.8/10 (Category avg: 8.7/10)
  • Payments: 8.6/10 (Category avg: 8.7/10)
  • Management: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Xero?

  • Seller: Xero
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Wellington
  • LinkedIn® Page: www.linkedin.com
    6,086 employees on LinkedIn®
  • Ownership: ASX:XRO

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 73% Small, 31% Medium

What Do G2 Reviewers Say About Xero?

AI-generated summary from verified user reviews

Pros
  • Users find Xero to be extremely easy to use, enhancing efficiency in accounting and reconciliations.
  • Users appreciate the easy invoicing feature of Xero, which simplifies billing and enhances overall business efficiency.
  • Users love the automated bank reconciliation in Xero, making financial management fast and hassle-free.
  • Users value the efficiency of Xero, appreciating its simplicity in managing accounting tasks and automating finances.
  • Users value Xero for its simplicity in managing business tasks, enhancing efficiency and user satisfaction significantly.
Cons
  • Users find Xero's lack of offline mode and group company management a significant limitation for their needs.
  • Users find the limited options in Xero frustrating, especially regarding customizations and report flexibility.
  • Users find Xero's limited customization frustrating, especially for reporting and branding needs.
  • Users find accounting limitations in Xero, particularly with group companies and complex reporting challenges.
  • Users report poor customer support that leaves them feeling misled and unable to efficiently manage multiple entities.

What Are Recent G2 Reviews of Xero?

What Are G2 Users Discussing About Xero?

PayPal Invoicing

PayPal Invoicing is a specialized invoicing solution designed to assist users in creating and managing professional invoices efficiently. This tool caters to businesses and freelancers who require a streamlined process for billing clients, regardless of whether those clients have a PayPal account. By simplifying the invoicing process, PayPal Invoicing allows users to focus on their core activities while ensuring timely payments. Targeted primarily at small to medium-sized businesses, freelancers, and service providers, PayPal Invoicing serves a diverse audience that values efficiency and professionalism in their billing practices. It is particularly beneficial for those who manage multiple clients or projects and need a reliable way to track payments and outstanding invoices. The platform supports various use cases, including one-time services, recurring billing for ongoing contracts, and customizable invoicing for unique client needs. One of the key features of PayPal Invoicing is its ability to create customizable templates and data fields. This flexibility allows users to tailor invoices to their specific requirements, making it easier for clients to understand the charges and for users to maintain accurate records for tax reporting purposes. Additionally, the option to set up recurring invoices simplifies the billing process for ongoing services, ensuring that users do not miss out on payments for regular work. Another significant advantage of PayPal Invoicing is its efficiency in facilitating payments. According to PayPal data, 78% of all payments made through PayPal Invoicing are completed within one day of the invoice being sent. This rapid payment turnaround can significantly enhance cash flow for businesses, allowing them to reinvest in their operations or manage expenses more effectively. Furthermore, the service is free to create and send invoices, with fees only applicable when payments are received, making it a cost-effective solution for managing invoicing needs. Overall, PayPal Invoicing stands out in the invoicing category due to its user-friendly interface, customizable options, and rapid payment processing capabilities. By providing a comprehensive invoicing solution that caters to the needs of various users, it helps streamline financial transactions and improve overall business efficiency.

Average Rating: 4.3/5.0

Total Reviews: 260

How Do G2 Users Rate PayPal Invoicing?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.0/10)
  • Accounting: 7.9/10 (Category avg: 8.7/10)
  • Payments: 8.4/10 (Category avg: 8.7/10)
  • Management: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind PayPal Invoicing?

  • Seller: PayPal
  • Company Website:
  • Year Founded: 1998
  • HQ Location: San Jose, CA
  • LinkedIn® Page: www.linkedin.com
    38,773 employees on LinkedIn®
  • Ownership: PYPL

Who Uses This Product?

  • Who Uses This: Owner, Founder
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 78% Small, 13% Medium

What Do G2 Reviewers Say About PayPal Invoicing?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use with PayPal Invoicing, enabling quick invoice creation and seamless payment tracking.
  • Users appreciate the speed and efficiency of PayPal Invoicing, enabling quick invoice creation and streamlined payment tracking.
  • Users rave about the invoicing ease with PayPal, enabling quick, efficient, and professional invoice management.
  • Users appreciate the speed and simplicity of PayPal Invoicing, streamlining their invoicing process and enhancing cash flow.
  • Users appreciate the efficiency of payment processing with PayPal Invoicing, ensuring quick invoices and timely payments.
Cons
  • Users find the fees to be relatively high, particularly when sending many invoices or dealing with international transactions.
  • Users find that the high fees on PayPal Invoicing can significantly impact their overall cost-effectiveness.
  • Users find PayPal Invoicing has limited customization options, hindering more complex invoicing and accounting needs.
  • Users report payment issues like delayed status updates and transaction fees that can frustrate both users and clients.
  • Users face invoicing issues such as slow loading times, high fees, and limited customization and reporting features.

What Are Recent G2 Reviews of PayPal Invoicing?

What Are G2 Users Discussing About PayPal Invoicing?

Square Point of Sale

Square Point of Sale is a powerful, flexible POS system built for every kind of business—from restaurants and retailers to salons and professional services. With Square POS, you can manage your entire operation from one place. Accept payments in person, online, or on the go. Track sales, inventory, and customer preferences in real time, and use built-in analytics to understand how your business is performing across every location and channel. Tailored solutions of every business. Square POS includes seven industry modes: Quick Service, Full Service, Bar, Retail, Bookings, Services, and Standard. Each mode includes features designed for your business type, including order management, KDS, and pre-authorized tabs for restaurants, appointment scheduling for beauty providers, invoices and estimates for service professionals, and inventory and vendor management for retailers. A POS that grows with your business. As your business evolves, Square POS adapts with you. Easily switch modes, add locations, or manage multiple concepts within one app. Square hardware works across every mode, from countertop setups to mobile readers, so you can take payments wherever your customers are. Simplify your operations. Square combines payments, hardware, and software in one unified platform. Accept all major payment types, including tap, chip, swipe, and digital wallets like Apple Pay and Google Pay. Get paid as soon as the next business day, with transparent pricing, no hidden fees, and no long-term contracts. Insights and tools that drive growth. Square POS includes built-in reports that track sales, customers, staff, and inventory in real time. Square AI delivers smart insights to help you make more informed business decisions. And with integrated tools like Square Marketing, Payroll, Banking, and Square Online, you can manage your entire business from one connected platform. Get started in minutes. Square POS is free to download and simple to set up. Train your team quickly and start accepting payments right away. Explore advanced features with a 30-day free trial, and upgrade anytime. Transparent pricing means you always know what you’ll pay—with no contracts or surprises.

Average Rating: 4.6/5.0

Total Reviews: 1,197

How Do G2 Users Rate Square Point of Sale?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Accounting: 8.6/10 (Category avg: 8.7/10)
  • Payments: 8.9/10 (Category avg: 8.7/10)
  • Management: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Square Point of Sale?

  • Seller: Block
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Oakland, California
  • LinkedIn® Page: www.linkedin.com
    11,860 employees on LinkedIn®
  • Ownership: NYSE:SQ

Who Uses This Product?

  • Who Uses This: Owner, Business Owner
  • Top Industries: Retail, Food & Beverages
  • Company Size: 89% Small, 7% Medium

What Do G2 Reviewers Say About Square Point of Sale?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Square Point of Sale, appreciating its simple setup and intuitive interface.
  • Users appreciate the easy payment processing of Square Point of Sale, making transactions simple and efficient across devices.
  • Users appreciate the robust reporting tools of Square Point of Sale, enabling smarter business decisions with ease.
  • Users love the ease of use of Square Point of Sale, making it perfect for beginners and efficient for all.
  • Users highlight the simple setup of Square Point of Sale, appreciating its quick and seamless integration process.
Cons
  • Users express concern over high fees, which can accumulate and impact the cost-effectiveness of Square Point of Sale.
  • Users find the fees to be overly expensive, particularly for credit card processing and integrations with QBO.
  • Users find the access limitations frustrating, especially with connectivity issues impacting overall functionality and usability.
  • Users find the missing features of Square Point of Sale limit its effectiveness for e-commerce and usability.
  • Users report payment issues with Square Point of Sale, citing high fees and slow account verification processes.

What Are Recent G2 Reviews of Square Point of Sale?

What Are G2 Users Discussing About Square Point of Sale?

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Zoho Invoice

Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history. - Managing customers and item information Zoho Invoice helps you maintain all of your customer and item information in one place. Details such as basic contact information, billing and shipping addresses, and tax information can be added to each customer. Similarly, details such as the selling price and product description can be added for each item. When you create transactions, all you have to do is select the right customer and items, and the system takes care of the rest. - Seamless invoicing Zoho Invoice makes managing and monitoring invoices easy. With its intuitive interface, you can create and send invoices with just a few clicks. It gives you the ability to personalize and brand your invoices with pre-designed templates. All the invoices you create are stored and can be referenced or used later as you need them. Besides invoices, you can use Zoho Invoice to create quotes, retainers for advance payments, credit notes for sales returns, and more. - Time tracking Zoho Invoice lets you track time effortlessly and bill your clients for hours spent on your projects. Once you invite users to your projects, they can log hours from their mobile device or desktop. - Payment collection Zoho Invoice offers integrations with 10+ payment gateways to help you collect payments on time. Payments collected through offline payment modes such as cash or checks can be recorded easily too. Payment reminders can be sent automatically, and your users can always keep track of their customers' payments. - Expense tracking Zoho Invoice makes it easier for you to track your expenses—whether they're regular office expenses, mileage expenses, or reimbursable expenses incurred on behalf of customers. You can classify the expenses under different categories to make it easier to review them, and capture expense receipts right from your mobile device and attach them to your expenses. - Client portal The Client portal in Zoho Invoice is a self-service area where your customers can view and update their billing information, view and accept estimates, pay for your invoices, and download statements. If you offer live chat support, your customers can initiate a chat request right from the portal. The whole experience is designed to make it as easy as possible for your customers to get what they need, leaving you free to focus on your business. - Reports Zoho Invoice supports over 30 reports to give you detailed insights into the financial health of your business. With these real-time reports, you can track key metrics such as best-selling products, invoice statuses, pending payments, and more.

Average Rating: 4.7/5.0

Total Reviews: 365

How Do G2 Users Rate Zoho Invoice?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Accounting: 8.7/10 (Category avg: 8.7/10)
  • Payments: 8.8/10 (Category avg: 8.7/10)
  • Management: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Zoho Invoice?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 87% Small, 9% Medium

What Do G2 Reviewers Say About Zoho Invoice?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Zoho Invoice, streamlining invoice generation and expense tracking effortlessly.
  • Users appreciate the ease of invoicing with Zoho Invoice, simplifying tasks that are usually time-consuming and complex.
  • Users value the invoicing ease of Zoho Invoice, allowing effortless generation of professional invoices and expense tracking.
  • Users enjoy the simplicity and ease of use of Zoho Invoice, making invoicing quick and efficient.
  • Users appreciate the neat and user-friendly interface of Zoho Invoice, making invoice generation seamless and professional.
Cons
  • Users find the missing features in Zoho Invoice, such as currency change and HSN code, limiting their invoicing experience.
  • Users report billing issues, including difficulties with refunds and occasional lag during transactions.
  • Users desire more customization options for invoice templates, feeling some flexibility would enhance their overall experience.
  • Users express frustration over poor customer support for multi-currency issues, feeling neglected and compelled to upgrade.
  • Users face significant approval process issues with Zoho Invoice, especially regarding the limitation on changing client currencies.

What Are Recent G2 Reviews of Zoho Invoice?

What Are G2 Users Discussing About Zoho Invoice?

QuickBooks Bill Pay

QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control.

Average Rating: 4.5/5.0

Total Reviews: 41

How Do G2 Users Rate QuickBooks Bill Pay?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Accounting: 9.0/10 (Category avg: 8.7/10)
  • Payments: 9.2/10 (Category avg: 8.7/10)
  • Management: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind QuickBooks Bill Pay?

  • Seller: Intuit
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Mountain View, California
  • LinkedIn® Page: www.linkedin.com
    15,963 employees on LinkedIn®
  • Ownership: VIE:INTU

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 88% Small, 7% Medium

What Do G2 Reviewers Say About QuickBooks Bill Pay?

AI-generated summary from verified user reviews

Pros
  • Users find QuickBooks Bill Pay easy to use, making it suitable for those with basic accounting skills.
  • Users appreciate the easy integrations with QuickBooks, enhancing billing and cash flow management seamlessly.
  • Users benefit from the seamless QuickBooks integration, ensuring instant payments and convenient fund management for their businesses.
  • Users appreciate the easy-to-read reports for effective decision-making and client communication.
  • Users value the budgeting ease with QuickBooks Bill Pay, benefiting from no fees and instant transactions.
Cons
  • Users find QuickBooks Bill Pay expensive, especially for businesses operating on a tight budget.
  • Users note the lack of check writing features in QuickBooks Bill Pay, limiting their payment options.
  • Users express frustration with the limited customer support options of QuickBooks Bill Pay, primarily relying on chat assistance.

What Are Recent G2 Reviews of QuickBooks Bill Pay?

Refrens Accounting

Refrens is an AI-powered accounting software that connects invoicing, bookkeeping, receivables, purchases, expenses, GST compliance, payments, inventory accounting, bank reconciliation, and financial reporting in one system. Create GST and non-GST invoices, quotations, estimates, proforma invoices, credit notes, debit notes, sales orders, delivery notes, purchase orders, e-invoices, e-way bills, and payment receipts. Customize document templates, branding, fields, columns, and formulas; share documents through email, WhatsApp, PDF, or secure links; track payments; and automate recurring invoices, payment reminders, and quotation follow-ups. Automate bill capture with Refrens Eagle Refrens Eagle reduces the manual work involved in recording vendor bills and expenses. Forward purchase invoices, bills, and expense receipts received through WhatsApp or email, and Refrens AI scans the documents, extracts transaction details, and prepares Purchase or Expense entries for review. Teams can verify and save transactions without repeatedly downloading, organizing, and uploading documents into the accounting system. Manage double-entry accounting Refrens supports double-entry accounting with automated ledgers, vouchers, journals, chart of accounts, opening balances, audit trails, and connected bookkeeping. Transactions created through invoices, purchases, expenses, payments, credit notes, debit notes, and other accounting documents automatically flow into the relevant books, helping reduce duplicate data entry and keep records consistent. Reconcile bank transactions Upload bank statements and reconcile transactions against entries already recorded in Refrens. Automatically identify possible matches, review suggested matches, detect duplicates, and create missing accounting entries directly during reconciliation. This helps finance teams keep the Bank Book and accounting records aligned without maintaining separate reconciliation spreadsheets. Manage receivables and payables Track unpaid and overdue invoices, customer balances, vendor balances, due dates, receipts, payments, advances, and ageing. Record full or partial payments, manage Credit Notes, record customer refunds against Credit Notes, generate Refund Receipts, reverse incorrect refunds, and keep refund transactions synchronized with the Books of Accounts. Record expenses and control approvals Record purchases, business expenses, employee reimbursements, petty cash, recurring expenses, and other costs. Configure multi-stage approval workflows with roles, permissions, reminders, escalation rules, super-approvers, and complete activity history so transactions can be reviewed before being finalized. Manage GST compliance Handle GST-related workflows including GSTR-1, QRMP and IFF views, GSTR-2B reconciliation, GSTR-3B summaries, e-invoicing, e-way bills, GST verification, and GST reports. Refrens Trust Score helps review customer and vendor GST filing history, GSTIN status, registration information, and compliance behaviour before extending credit or deciding payment terms. Get accounting insights with AI Freya, Refrens’ AI accounting assistant, helps users get answers and insights from their financial data without manually navigating multiple reports. Refrens MCP also allows teams to work with accounting data through ChatGPT or Claude. Users can create invoices, record payments and expenses, check overdue receivables, review financial information, and perform supported accounting tasks using conversational instructions. Track inventory with accounting Track stock across warehouses with automatic updates from purchases and sales. Manage batches, serial numbers, expiry dates, stock transfers, package items, barcode scanning, valuation, ageing, and stock movement. Credit Notes and Debit Notes can update inventory where applicable, helping keep stock quantities and financial records aligned. Generate financial reports Generate Trial Balance, Balance Sheet, Profit and Loss, Cash Flow, Daybook, ledger reports, receivables and payables ageing, outstanding reports, GST reports, TDS reports, payment reports, inventory valuation, and profitability reports. Refrens also supports customizable Roles and Permissions, custom accounting email templates, bulk uploads, custom formulas, APIs, audit trails, Global Search, and web and mobile access. Businesses can explore selected capabilities through limited Basic access. Accounts Lite starts at $130 per year and includes invoicing, document customization, recurring billing, payment reminders, multi-currency support, reports, contact management, bulk uploads, and higher AI OCR limits. The full Accounts plan starts at $250 per year and adds double-entry accounting, automated bookkeeping, bank reconciliation, financial statements, advanced reports, roles, permissions, and bulk OCR. Pricing may vary by billing period, taxes, usage, optional add-ons, and additional users.

Average Rating: 4.7/5.0

Total Reviews: 168

How Do G2 Users Rate Refrens Accounting?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Accounting: 9.2/10 (Category avg: 8.7/10)
  • Payments: 8.7/10 (Category avg: 8.7/10)
  • Management: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Refrens Accounting?

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 94% Small, 2% Medium

What Do G2 Reviewers Say About Refrens Accounting?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Refrens Accounting, allowing quick and efficient invoicing for seamless workflows.
  • Users appreciate the streamlined invoicing workflow of Refrens Accounting, enhancing efficiency and automation in billing processes.
  • Users love the streamlined invoicing workflow of Refrens, enhancing efficiency and reducing time-consuming tasks.
  • Users love the invoicing ease of Refrens Accounting, enabling quick creation and tracking of professional invoices.
  • Users praise the responsive and helpful customer support of Refrens Accounting, enhancing their overall experience.
Cons
  • Users highlight the missing features, such as integration tools and advanced analytics, limiting the app's full potential.
  • Users note the limited advanced accounting features, feeling customization options need significant improvements for a better experience.
  • Users feel the pricing of Refrens Accounting is high compared to alternatives, making it less accessible for small businesses.
  • Users find the difficult customization options frustrating, limiting their ability to tailor documents to business needs.
  • Users find reporting capabilities inadequate, desiring more advanced features and customization as their business grows.

What Are Recent G2 Reviews of Refrens Accounting?

Anchor

Anchor is billing and payments automation software for accounting firms, bookkeepers, and professional service businesses. It combines proposals, engagement letters, agreements, automated billing, and payment collection in one platform Helping service businesses get paid on time, every time effortlessly. With no subscription fees. Syncing proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

Average Rating: 4.9/5.0

Total Reviews: 130

How Do G2 Users Rate Anchor?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Accounting: 9.6/10 (Category avg: 8.7/10)
  • Payments: 8.5/10 (Category avg: 8.7/10)
  • Management: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Anchor?

  • Seller: Anchor
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About Anchor?

AI-generated summary from verified user reviews

Pros
  • Users love how time-saving Anchor is, allowing quick proposal sending right after Discovery Calls without delays.
  • Users value the ease of use of Anchor, appreciating its mobile-friendliness and efficient proposal management.
  • Users value the automation features of Anchor, allowing for quick proposal creation and seamless integrations with workflows.
  • Users value the efficiency of Anchor, enjoying quick proposal creation and seamless integrations that enhance workflow.
  • Users value the flexibility of Anchor, enabling easy customization and efficient management of billing and payments.
Cons
  • Users report payment issues, including complexities with service splitting and concerns over Plaid's excessive permissions.
  • Users note processing delays have improved, but desire next day funding for a better experience.
  • Users desire greater customization options for email reminders and agreements, seeking more control over communications.
  • Users note a steep learning curve with Anchor, requiring time and effort to set up effectively.
  • Users note a 10-day delay in payouts via ACH, although improvements have been made to funding speeds.

What Are Recent G2 Reviews of Anchor?

BILL AP/AR

BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions.

Average Rating: 4.4/5.0

Total Reviews: 1,795

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How Do G2 Users Rate BILL AP/AR?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Accounting: 8.8/10 (Category avg: 8.7/10)
  • Payments: 8.8/10 (Category avg: 8.7/10)
  • Management: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind BILL AP/AR?

Who Uses This Product?

  • Who Uses This: Controller, Accountant
  • Top Industries: Accounting, Non-Profit Organization Management
  • Company Size: 62% Small, 28% Medium

What Do G2 Reviewers Say About BILL AP/AR?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of BILL AP/AR, noting quick learning and efficient bill management features.
  • Users appreciate the easy payments with Bill.com, simplifying vendor payment processes and enhancing communication efficiency.
  • Users value the seamless integrations of BILL AP/AR, enhancing workflow and simplifying payment management with QuickBooks.
  • Users value the easy setup of BILL AP/AR, appreciating its straightforward implementation and seamless QuickBooks integration.
  • Users value the time-saving features of BILL AP/AR, streamlining invoice management and payment processes efficiently.
Cons
  • Users are frustrated with payment issues, including difficulties in voiding payments and distinguishing client windows.
  • Users find the missing features in BILL AP/AR limiting, particularly with AI functionality and lack of customization options.
  • Users are frustrated by sync errors in BILL AP/AR that lack clarity and require support for resolution.
  • Users face invoicing problems with BILL AP/AR due to a confusing client window and issues with payment voids.
  • Users indicate that vendor management can be complicated, leading to errors and difficulties when handling transactions across systems.

What Are Recent G2 Reviews of BILL AP/AR?

What Are G2 Users Discussing About BILL AP/AR?

Chargebee

Chargebee is the billing and monetization platform built for the AI economy. From fast-scaling startups to global enterprises, we help companies capture, optimize, and scale revenue — no matter their GTM strategy or pricing model. Whether you’re experimenting with usage-based pricing, launching AI-powered products, or expanding globally, Chargebee gives you the flexibility and automation to grow with confidence. Chargebee is trusted by businesses of all sizes, including Zapier, Freshworks, DeepL, Condé Nast, and Pret A Manger, and is proud to have been consistently recognized by customers as a Leader in Subscription Management on G2. To learn more about how Chargebee can help unlock and maximize revenue growth, visit Chargebee.com.

Average Rating: 4.4/5.0

Total Reviews: 1,008

How Do G2 Users Rate Chargebee?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Accounting: 9.2/10 (Category avg: 8.7/10)
  • Payments: 10.0/10 (Category avg: 8.7/10)
  • Management: 9.4/10 (Category avg: 8.8/10)

Who Is the Company Behind Chargebee?

  • Seller: Chargebee
  • Company Website:
  • Year Founded: 2011
  • HQ Location: North Bethesda, MD
  • LinkedIn® Page: www.linkedin.com
    1,306 employees on LinkedIn®
  • Phone: +1 (877) 288 9080

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About Chargebee?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Chargebee, appreciating its intuitive navigation and efficient subscription management.
  • Users value the efficient subscription management of Chargebee, appreciating its ease and seamless integration with payment systems.
  • Users commend Chargebee's excellent and timely customer support, enhancing the overall experience with the product.
  • Users appreciate the efficient billing management of Chargebee, enjoying automated processes and excellent support for subscriptions.
  • Users value the seamless integrations with various apps and payment gateways, enhancing the overall billing experience.
Cons
  • Users express a need for more customization options in Chargebee, particularly for automated emails and payment allocations.
  • Users are frustrated by poor customer support, often encountering complex documentation and unhelpful responses from the team.
  • Users are frustrated by access limitations in Chargebee's free tier, restricting crucial features and causing usability issues.
  • Users find Chargebee to be expensive and complex, complicating subscription management and initial setup challenges.
  • Users express frustration over missing features, particularly limited filtering options and automated email customization.

What Are Recent G2 Reviews of Chargebee?

What Are G2 Users Discussing About Chargebee?

NetSuite

NetSuite is the #1 AI cloud ERP, helping organizations streamline operations, improve visibility, and accelerate growth. For more than 28 years, NetSuite has enabled businesses of all sizes—from startups and high-growth companies to global enterprises—to run their entire business on a single, integrated platform. Today, more than 44,000 organizations across a wide range of industries use NetSuite to run their business in over 220 countries and territories. Built natively in the cloud, NetSuite eliminates the need for on-premises infrastructure and complex upgrades, giving organizations continuous access to the latest innovations, security enhancements, and AI capabilities. Originally built to transform financial management, NetSuite has evolved into a comprehensive business management suite that brings together accounting, financial management, inventory and order management, supply chain, procurement, human resources, CRM, professional services automation, and commerce. NetSuite supports organizations across industries including software and technology, manufacturing, wholesale distribution, retail, services, nonprofit, healthcare, advertising and media, and more, with industry-specific capabilities, workflows, dashboards, KPIs, and reports designed to address unique business requirements. With AI embedded throughout the platform, organizations can automate routine tasks, generate insights faster, and make more informed decisions. Ask Oracle, a conversational AI assistant, enables users to interact with NetSuite through natural language by answering questions, analyzing business data, surfacing insights, and providing guidance—all within the security, roles, permissions, and controls already established in NetSuite. Embedded directly into everyday workflows, Ask Oracle helps users make faster, more informed decisions and take action without disrupting their work. Agents and agentic workflows extend these AI capabilities by helping users complete specific tasks and coordinate work across multiple steps. Built-in analytics, AI-powered insights, and customizable reporting provide teams with everything they need to make solid decisions. NetSuite is highly configurable and extensible, allowing businesses to adapt the platform to their unique processes while supporting growth across multiple subsidiaries, currencies, languages, and geographies. By connecting business-critical data and processes in a single cloud platform, NetSuite provides a real-time, unified view of the business, eliminating disconnected systems, manual spreadsheets, and information silos. Organizations gain a single source of truth that improves collaboration across finance, operations, sales, inventory, HR, and customer service while simplifying compliance and reporting. Whether managing rapid growth, expanding internationally, improving financial close processes, optimizing inventory, or gaining deeper operational insights, NetSuite provides the flexibility, automation, and intelligence organizations need to adapt and scale with confidence. By making trusted data readily available and automating core business processes, NetSuite empowers leaders to respond quickly to changing market conditions and make faster, more informed decisions.

Average Rating: 4.1/5.0

Total Reviews: 5,112

How Do G2 Users Rate NetSuite?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 9.0/10)
  • Accounting: 8.0/10 (Category avg: 8.7/10)
  • Payments: 7.7/10 (Category avg: 8.7/10)
  • Management: 7.5/10 (Category avg: 8.8/10)

Who Is the Company Behind NetSuite?

  • Seller: Oracle
  • Company Website:
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Who Uses This: Controller, Accounting Manager
  • Top Industries: Computer Software, Accounting
  • Company Size: 57% Medium, 31% Small

What Do G2 Reviewers Say About NetSuite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of NetSuite, enabling them to efficiently manage tasks and customize their experience.
  • Users appreciate the extensive customizability of NetSuite, allowing tailored workflows and efficient integration with minimal IT assistance.
  • Users value the robust functionality of NetSuite, appreciating its customization and efficiency in reporting and data management.
  • Users value the extensive customization options of NetSuite, enabling tailored workflows and efficient integration with various systems.
  • Users love the customization capabilities of NetSuite, allowing tailored workflows to meet specific business needs easily.
Cons
  • Users experience a challenging learning curve with NetSuite due to difficult setup and inadequate support during implementation.
  • Users find performance and customer support issues with NetSuite, impacting usability and satisfaction with the system.
  • Users find missing features in NetSuite, including customization limitations and frustration with customer support responsiveness.
  • Users feel that customizations are limited, with many enhancement requests pending and not meeting initial expectations.
  • Users find NetSuite to be not user-friendly, citing unclear interfaces and slow performance as major drawbacks.

What Are Recent G2 Reviews of NetSuite?

What Are G2 Users Discussing About NetSuite?

Mercury

Mercury is the fintech that brings all the ways people and businesses use money into a single product that feels extraordinary to use. With banking*, credit cards, and software, Mercury helps more than 200K ambitious companies and entrepreneurs make better decisions and build their businesses. To learn more, visit Mercury.com. - Used by founders, finance leads, and operators at startups and SMBs - Common use cases: paying vendors and contractors, managing team spend, and reconciliation - Suitable for multi-entity structures that need shared controls and permissions - Supports companies seeking operational efficiency without expanding headcount - Up to $5M in FDIC insurance* on deposits through our partner banks’ sweep networks Mercury combines checking & savings accounts with payments, spend control, and finance ops automation in one place. - Business checking and savings with digital onboarding and a streamlined web/mobile interface - ACH, free domestic and international USD wires from Mercury, low-fee non-USD transfers, and mailed checks - Debit and credit cards** with customizable limits, merchant/category controls, real-time visibility, and cashback - Automated tools for billing, invoicing, and approvals with accounting integrations - Cash management options, including venture debt Mercury addresses the inefficiencies of legacy banking and the fragmentation of multiple finance tools by centralizing workflows and reducing payment friction. - Automates manual tasks like bill pay, invoicing, approvals, and reconciliation to speed up month-end close - Replaces branch visits and opaque fees with transparent, smooth money movement - Compliant onboarding and monitoring designed to protect businesses and reduce surprises - Fast, knowledgeable customer support across multiple channels The data: - Raised $500M in primary and secondary funding from top-tier venture capital firms and angel investors, athletes, entertainers, and 2.5K Mercury customers - $3.5B valuation in March ‘25 - 11 consecutive quarters of profitability based on both EBITDA and GAAP net-income (as of April ‘25) - $500M in revenue in 2024 - More than 200K customers - 40% growth in customers in 2024 - $156B in annual transaction volume in 2024, up 64% year-over-year - Customer NPS of 75*** (compared to banking industry average of 34) - 1 in 3 startups use Mercury**** - More than 50% of YC cohorts choose Mercury *Mercury is a fintech company, not an FDIC-insured bank. Checking and savings accounts are provided through our bank partners Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Deposit insurance covers the failure of an insured bank. Checking and savings account deposits may be held by sweep network banks. Certain conditions must be satisfied for pass-through insurance to apply. Learn more here. **The Mercury Debit Cards are issued by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard®. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. ***Net Promoter Score (NPS) information and ratings are available at https://customergauge.com/benchmarks/blog/financial-services-nps-benchmarks. ****Calculation based on US-based companies that received an angel, pre-seed, seed, or Series A investment reported on Crunchbase in the most recent year.

Average Rating: 4.4/5.0

Total Reviews: 123

How Do G2 Users Rate Mercury?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.0/10)

Who Is the Company Behind Mercury?

  • Seller: Mercury
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    1,785 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 84% Small, 7% Medium

What Do G2 Reviewers Say About Mercury?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Mercury, highlighting its simple integration and user-friendly interface.
  • Users commend the easy setup of Mercury, making business banking effortless and accessible right from the start.
  • Users love the intuitive and user-friendly interface of Mercury, making banking tasks effortless and enjoyable.
  • Users appreciate the easy interface of Mercury, enabling efficient navigation and seamless banking tasks for their businesses.
  • Users appreciate the efficiency of Mercury, streamlining banking tasks and enhancing control over financial operations.
Cons
  • Users face approval issues with Mercury, complicating simple tasks like address updates and resulting in frustrating communication delays.
  • Users report poor customer support with slow response times and unresolved issues leading to significant inconvenience.
  • Users find Mercury's fees for currency payments to be expensive and less competitive compared to other providers.
  • Users find the approval process unreliable, facing unexpected account closures and prolonged payment wait times.
  • Users express concerns over card issues, including lack of a physical card and dissatisfaction with card design.

What Are Recent G2 Reviews of Mercury?

TallyPrime

TallyPrime is an all-in-one business management software designed to help small and medium-sized businesses manage accounting, invoicing, inventory, banking, taxation, payroll, cash and credit management, cost management, and other day-to-day business operations from a single platform, while leveraging AI capabilities to automate data entry and simplify routine business processes. Used across industries such as retail, manufacturing, and services, TallyPrime brings financial and operational information together in one system, helping businesses manage day-to-day processes and maintain visibility across operations. By connecting key business functions, it reduces the need to manage information across multiple disconnected systems. TallyPrime also automates several routine business processes, helping businesses reduce manual effort and improve the accuracy of financial and operational records. By connecting accounting, inventory, taxation, banking, reporting, and other business functions, TallyPrime provides a more unified view of business operations. TallyPrime provides custom dashboards and a wide range of reports that give businesses visibility into financial and operational performance, including inventory, receivables, payables, cash flow, sales, purchases, and other key business metrics. Reports can be customized based on specific business requirements, enabling business owners and managers to focus on the information most relevant to them. Important business reports can also be viewed securely through a web browser on mobile and other supported devices, helping users stay informed about business performance from anywhere. Key capabilities of TallyPrime include: - Accounting and bookkeeping - Invoicing and billing - Inventory management - Banking and reconciliation - AI invoice processor - GST and compliance - Cash and credit management - Cost and profitability management - Customizable business reports and analysis - Payroll management For small and medium-sized businesses looking to manage their day-to-day operations from a single system, TallyPrime combines business management, reporting, automation, and operational visibility to help them manage their business more efficiently and make more informed decisions.

Average Rating: 4.5/5.0

Total Reviews: 304

How Do G2 Users Rate TallyPrime?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Accounting: 9.2/10 (Category avg: 8.7/10)
  • Payments: 8.8/10 (Category avg: 8.7/10)
  • Management: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind TallyPrime?

  • Seller: Tally Solutions
  • Company Website:
  • Year Founded: 1986
  • HQ Location: Bangalore
  • LinkedIn® Page: www.linkedin.com
    5,423 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Senior Accountant
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About TallyPrime?

AI-generated summary from verified user reviews

Pros
  • Users appreciate TallyPrime's ease of use, enabling simple navigation while managing complex accounting tasks efficiently.
  • Users commend TallyPrime for its simplicity and powerful accounting features, enhancing efficiency and accuracy in financial management.
  • Users value the accounting efficiency of TallyPrime, finding it user-friendly and reliable for daily business needs.
  • Users appreciate the interlinked modules in TallyPrime, enabling seamless updates and quick report generation for better decision-making.
  • Users value the accounting ease of TallyPrime, appreciating its simplicity and efficiency in managing complex financial tasks.
Cons
  • Users find TallyPrime lacking in advanced features, hindering workflows like analytics, reporting, and customization ease.
  • Users note the limited customization options in TallyPrime, finding it challenging to modify reports and integrate seamlessly.
  • Users find TallyPrime's poor interface design challenging, leading to difficulties with navigation and customization.
  • Users find the user unfriendliness of TallyPrime frustrating due to its outdated interface and limited customization options.
  • Users find the learning curve challenging for TallyPrime, particularly for those lacking accounting experience.

What Are Recent G2 Reviews of TallyPrime?

What Are G2 Users Discussing About TallyPrime?

FreshBooks

FreshBooks is software that simplifies the complicated world of bookkeeping and accounting. With FreshBooks, you can run your billing, books, and payroll all from one platform—no complicated spreadsheets or convoluted software. With FreshBooks, you’ll save time and get peace of mind. • Run your billing, books, and payroll on the same platform. • Build invoices in seconds and get paid twice as fast. • Create reports that allow you to see the health of your business instantly. • Stay organized for tax time and compliant with tax regulations. • Collaborate with clients, manage billing, and track project profitability.

Average Rating: 4.5/5.0

Total Reviews: 962

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Get 90% off a Lite, Plus, or Premium Plan for 4 months. After the 4-month promotional period, you will be billed at full price for the plan you have selected.

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How Do G2 Users Rate FreshBooks?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Accounting: 7.9/10 (Category avg: 8.7/10)
  • Payments: 8.4/10 (Category avg: 8.7/10)
  • Management: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind FreshBooks?

  • Seller: FreshBooks
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    383 employees on LinkedIn®
  • Phone: 1-866-303-6061

Who Uses This Product?

  • Who Uses This: Owner, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 80% Small, 9% Medium

What Do G2 Reviewers Say About FreshBooks?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of FreshBooks, making accounting accessible for everyone, regardless of their background.
  • Users love the user-friendly invoicing system of FreshBooks, enjoying customization and automation for efficient financial management.
  • Users value the ease of invoicing with FreshBooks, enhancing productivity for small teams and client-based work.
  • Users rave about the outstanding customer support from FreshBooks, appreciating easy access and helpful service for every issue.
  • Users value FreshBooks for its easy-to-use design, enabling effortless invoicing and project tracking for non-accountants.
Cons
  • Users find FreshBooks has missing features, particularly in report customization and handling of multiple clients effectively.
  • Users face invoicing issues, including difficulties with expense integration and limitations on invoice management.
  • Users find FreshBooks expensive, especially with rising costs tied to client numbers and transaction fees.
  • Users are frustrated by limited features, wishing for better reporting and more client options without costly upgrades.
  • Users find pricing issues with FreshBooks, noting costs increase significantly with more users and features.

What Are Recent G2 Reviews of FreshBooks?

What Are G2 Users Discussing About FreshBooks?

Zoho Books

Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively.

Average Rating: 4.4/5.0

Total Reviews: 325

How Do G2 Users Rate Zoho Books?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Accounting: 9.0/10 (Category avg: 8.7/10)
  • Payments: 8.9/10 (Category avg: 8.7/10)
  • Management: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Zoho Books?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 70% Small, 22% Medium

What Do G2 Reviewers Say About Zoho Books?

AI-generated summary from verified user reviews

Pros
  • Users find the interface intuitive and straightforward to navigate, making daily tasks easy even for non-accountants.
  • Users value flexible financial workflows and find routine bookkeeping and accounting tasks easier to manage, keeping day-to-day finances smooth.
  • Users find setup straightforward and easy, helping them get started quickly with minimal effort.
  • Users value automated routine accounting tasks, which save time and reduce manual work on invoices, reminders, and data entry.
  • Users value tax tools for calculations and updates, consolidated records, and GST compliance and filing that help meet requirements.
Cons
  • Users say support is slow to respond, hard to reach, and lacks proactive help for long-term users.
  • Users find features hard to locate, navigation unintuitive, and routine tasks slowed by extra clicks.
  • Users find report customization rigid and limited, with analytics and smart insights also limited.
  • Users find customization limited and difficult, particularly for templates, settings, and workflows.
  • Users face feature restrictions on lower-tier plans, with upgrades or separate subscriptions adding costs.

What Are Recent G2 Reviews of Zoho Books?

What Are G2 Users Discussing About Zoho Books?

HoneyBook

HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required.

Average Rating: 4.5/5.0

Total Reviews: 246

How Do G2 Users Rate HoneyBook?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Accounting: 8.3/10 (Category avg: 8.7/10)
  • Payments: 8.7/10 (Category avg: 8.7/10)
  • Management: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind HoneyBook?

  • Seller: HoneyBook
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    325 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Photographer
  • Top Industries: Photography, Events Services
  • Company Size: 97% Small, 2% Medium

What Do G2 Reviewers Say About HoneyBook?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless payment management of HoneyBook, enhancing organization and professionalism in their business operations.
  • Users love the easy creation of proposals and templates, streamlining client communication and management effortlessly.
  • Users find HoneyBook extremely user-friendly, seamlessly integrating essential business tasks into one efficient platform.
  • Users appreciate the easy customization of HoneyBook, enabling smooth creation of proposals, invoices, and contracts.
  • Users value the streamlined organization and ease of use in managing clients and payments with HoneyBook.
Cons
  • Users experience payment issues, particularly with complicated processes and lack of options for alternative payments.
  • Users find HoneyBook to be too expensive for the value provided, with frustrating data export limitations.
  • Users express frustration over the lack of integration options, complicating project management and data migration processes.
  • Users find limited features in HoneyBook, particularly in workflow automations, which restricts their operational efficiency.
  • Users find the reporting features lacking, complicating efforts to track earnings and improve business performance.

What Are Recent G2 Reviews of HoneyBook?

What Are G2 Users Discussing About HoneyBook?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated