# Best Billing Software for Small Business - 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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Billing category. In addition to qualifying for inclusion in the Billing Software category, to qualify for inclusion in the Small Business Billing Software category, a product must have at least 10 reviews left by a reviewer from a small 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 (4,717 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 (1,672 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 | "[A great balance between invoicing, project tracking, and profitability](https://www.g2.com/survey_responses/freshbooks-review-13058067)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,952 reviews) | AI-coded invoice approval with ERP sync | "[All-in-One Invoice View Makes Approvals Fast and Efficient](https://www.g2.com/survey_responses/stampli-review-13061256)" | | 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=1142&focus%5B%5D=96727&focus%5B%5D=1656&focus%5B%5D=5855&focus%5B%5D=6006&focus%5B%5D=1191&focus%5B%5D=147434&focus%5B%5D=164780) Highlighted products: Xero, PayPal Invoicing, Square Point of Sale, Zoho Invoice, BILL AP/AR, FreshBooks, Refrens Accounting, and Anchor. Underlying data: [Grid® JSON](https://www.g2.com/categories/billing/grids.json?focus%5B%5D=xero&focus%5B%5D=paypal-invoicing&focus%5B%5D=square-point-of-sale&focus%5B%5D=zoho-invoice&focus%5B%5D=bill-ap-ar&focus%5B%5D=freshbooks&focus%5B%5D=refrens-accounting&focus%5B%5D=anchor-anchor&segment=small-business) ## 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 18, 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** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bchosen_at%5D=2026-07-19T10%3A02%3A31Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&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%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=2882d43779d8c9cf42eb257d438c30c5adc085aa60fe0ee9938f81b41af329c6&secure%5Burl%5D=https%3A%2F%2Finvoiced.com%2Ffeatures%2Finvoicing%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dg2billing&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **How Do G2 Users Rate vcita?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind vcita?** - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita (1,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1816111/ (150 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Alternative Medicine, Marketing and Advertising - **Company Size:** 86% Small-Business, 11% Mid-Market #### What Are vcita's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Automations (6 reviews) - Customer Support (6 reviews) - Integration (6 reviews) - Integrations (6 reviews) **Cons:** - Integration Issues (7 reviews) - Missing Features (5 reviews) - Expensive (4 reviews) - Lack of Integration (3 reviews) - Linking Issues (3 reviews) ### What Do G2 Reviewers Say About vcita? *AI-generated summary from verified user reviews* **Pros:** - Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly. - Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency. - Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs. - Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients. - Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction. **Cons:** - Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management. - Users express a desire for **missing features** like partial refunds and better integration with task management tools. - Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads. - Users face a **lack of integration** with other services, complicating workflow and task management on vcita. - Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability. #### What Are Recent G2 Reviews of vcita? **"[Outstanding backend system transformed my business](https://www.g2.com/survey_responses/vcita-review-9522081)"** **Rating:** 5.0/5.0 stars *— Neil D.* [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) --- **"[A god-send for our non-profit community mental health service](https://www.g2.com/survey_responses/vcita-review-12206525)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) --- #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ### 2. [Bill360](https://www.g2.com/products/bill360-bill360/reviews) Bill360 is a specialized accounts receivable (AR) automation and payments platform designed specifically for small to medium-sized B2B companies. This innovative solution streamlines the AR process by integrating electronic invoicing, automatic reconciliation, and payment processing into a single, cohesive platform. By leveraging Bill360, businesses can significantly accelerate their cash flow, reduce manual administrative tasks, and minimize the risk of human error, ultimately leading to faster payments and improved financial health. The target audience for Bill360 primarily includes small to medium-sized B2B companies that often struggle with traditional AR processes. These businesses typically face challenges such as delayed payments, high administrative overhead, and inefficient invoicing systems. Bill360 addresses these pain points by automating key functions, allowing companies to focus more on their core operations rather than getting bogged down by tedious paperwork and follow-ups. Additionally, Bill360 offers partnership programs for software companies and accounting firms, enabling them to enhance their service offerings while generating additional revenue. Key features of Bill360 include embedded B2B payment processing, which allows for seamless invoicing and automatic reconciliation. This feature not only simplifies the payment process but also reduces the time spent on administrative tasks. The self-service portal empowers customers by providing them with complete transparency into their accounts, enabling them to view invoices, make payments via a digital wallet, and communicate in real-time. Furthermore, the platform's AI-driven dashboard delivers valuable insights into outstanding balances, late payments, and essential metrics such as Days Sales Outstanding (DSO) and AR aging, facilitating informed decision-making. Other features include auto-reconciliation, compliant surcharging, customizable invoice reminders, customer-managed digital wallets, AutoPay, batch invoicing, and more. Bill360 offers numerous benefits that enhance its value proposition. Users can expect to receive payments an average of 10 days faster than their existing AR processes, saving up to 14 hours per week on administrative tasks. The platform is designed for ease of use, requiring less than an hour of training to get started. It also integrates smoothly with popular accounting software like QuickBooks and Xero, ensuring a hassle-free transition. By providing customers with digital payment options through cards and ACH, Bill360 helps mitigate the risk of check fraud. Additionally, the platform is supported by a dedicated U.S.-based in-house support team, ensuring prompt assistance whenever issues arise. Overall, Bill360 stands out in the AR automation landscape by offering a comprehensive solution tailored to the unique needs of B2B companies. Its combination of efficiency, transparency, and robust support makes it an essential tool for businesses looking to optimize their accounts receivable processes and improve cash flow. **Average Rating:** 4.9/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Bill360?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (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 Bill360?** - **Seller:** [Bill360](https://www.g2.com/sellers/bill360) - **Company Website:** https://www.bill360.com - **Year Founded:** 2021 - **HQ Location:** Tampa, US - **LinkedIn® Page:** https://www.linkedin.com/company/bill360payments (88 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business #### What Are Bill360's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (10 reviews) - Customer Satisfaction (7 reviews) - Easy Setup (5 reviews) - Invoicing (5 reviews) **Cons:** - Email Issues (2 reviews) - Client Confusion (1 reviews) - Data Inaccuracy (1 reviews) - Email Automation Issues (1 reviews) - Login Issues (1 reviews) ### What Do G2 Reviewers Say About Bill360? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive interface** of Bill360, making billing and payments streamlined and efficient. - Users value the **excellent customer support** of Bill360, enhancing their overall experience and addressing issues promptly. - Users praise Bill360 for its **excellent customer satisfaction** , highlighting the efficient support and user-friendly features. - Users find **easy setup** of Bill360 beneficial, leading to streamlined billing processes and saved valuable time. - Users value the **time-saving invoicing features** of Bill360, enhancing efficiency and simplifying customer billing processes. **Cons:** - Users express a need for better **email capabilities** in Bill360, particularly for mass notifications to customers. - Users face **client confusion** with multi-location accounts, complicating the overall user experience with Bill360. - Users note that **settlement reports often lack accuracy** , causing challenges in reconciliation despite timely bank transfers. - Users express frustration over the **lack of mass email functionality** in Bill360, impacting their communication efficiency. - Users find the **login issues** cumbersome, adding another website to navigate after using Quickbooks for invoices. #### What Are Recent G2 Reviews of Bill360? **"[Bill360 Makes Payments Faster with a Convenient “Pay Now” Button](https://www.g2.com/survey_responses/bill360-review-13105168)"** **Rating:** 5.0/5.0 stars *— Trevor H.* [Read full review](https://www.g2.com/survey_responses/bill360-review-13105168) --- **"[Bill360 Makes AR Effortless With Outstanding Support](https://www.g2.com/survey_responses/bill360-review-12276250)"** **Rating:** 5.0/5.0 stars *— Jessica A.* [Read full review](https://www.g2.com/survey_responses/bill360-review-12276250) --- ### 3. [SuiteDash](https://www.g2.com/products/suitedash/reviews) More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. **Average Rating:** 4.8/5.0 **Total Reviews:** 606 **How Do G2 Users Rate SuiteDash?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind SuiteDash?** - **Seller:** [SuiteDash](https://www.g2.com/sellers/suitedash) - **Year Founded:** 2012 - **HQ Location:** Research Triangle Park, NC - **Twitter:** @SuiteDash (1,174 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/suitedash/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 98% Small-Business, 1% Mid-Market #### What Are SuiteDash's Pros and Cons? **Pros:** - Customer Support (20 reviews) - Features (20 reviews) - Easy Setup (17 reviews) - Automation (16 reviews) - Customization (16 reviews) **Cons:** - Learning Curve (24 reviews) - Steep Learning Curve (18 reviews) - Learning Difficulty (9 reviews) - Complex Setup (6 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About SuiteDash? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive customer support** of SuiteDash, feeling supported and empowered in their business operations. - Users love the **comprehensive and integrated features** of SuiteDash, streamlining their workflows while enhancing professionalism. - Users find SuiteDash's **easy setup** essential for daily business operations and appreciate its seamless integration. - Users love the **automation features** of SuiteDash, which streamline operations and enhance daily workflows effectively. - Users love the **customization options** in SuiteDash, allowing them to tailor the platform to fit their unique business needs. **Cons:** - Users find the **learning curve steep** , requiring time and patience to effectively navigate the platform's features. - Users find the **learning curve steep** , requiring time and patience to fully grasp SuiteDash's extensive features. - Users find the **learning difficulty** challenging initially due to the platform's complexity and lengthy setup processes. - Users find the **complex setup** of SuiteDash challenging initially, though tutorials help ease the learning curve. - Users find the **limited customization options** frustrating, as they desire more flexibility in personalizing their experience. #### What Are Recent G2 Reviews of SuiteDash? **"[Client Portal the way it should be.](https://www.g2.com/survey_responses/suitedash-review-8129930)"** **Rating:** 5.0/5.0 stars *— Duane E.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-8129930) --- **"[SuiteDash: Intuitive, Reliable All-in-One with Huge ROI for Solo Operators](https://www.g2.com/survey_responses/suitedash-review-12715474)"** **Rating:** 5.0/5.0 stars *— mike l.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-12715474) --- #### What Are G2 Users Discussing About SuiteDash? - [What is SuiteDash used for?](https://www.g2.com/discussions/what-is-suitedash-used-for) ### 4. [Moon Invoice](https://www.g2.com/products/moon-invoice/reviews) Moon Invoice is a feature-rich invoicing and billing software designed to simplify financial management for freelancers, small business owners, and entrepreneurs. With its comprehensive features and user-friendly interface, Moon Invoice offers a seamless invoicing experience while streamlining overall billing operations for businesses associated with major industries. Built for modern businesses, Moon Invoice is amongst the few invoicing solutions that also offer robust accounting features such as bank reconciliation, linking bank accounts and credit cards, delivery challan, tax reports, financial statement management, and more. Our sophisticated software offers a variety of templates so that you don’t have to create an invoice from scratch. Interestingly, this process will only take 2 minutes or less. On top of that, you get a comprehensive suite of features to manage your financial operations efficiently. You can track expenses, manage purchase orders, and record payments seamlessly within the software. Additionally, Moon Invoice supports 100+ currencies and multiple languages, making it an excellent choice for growing businesses. Here are the primary features of Moon Invoice: - Customizable invoice templates - Estimates, proforma invoices, and POs - WhatsApp & Email share - Expense management - Recurring invoices - 20+ payment integrations - Time tracking - Multi-currency support - 15+ high-quality reports - Quick scan (AI-powered invoicing) - Offline support - Cloud storage - Bank reconciliation - Delivery challans & receipts - 24/7 customer support The software goes beyond invoicing as you can integrate with popular payment gateways, enabling secure and convenient online transactions. This ensures you receive client payments quickly, improving cash flow and reducing administrative burdens. This cloud-based invoicing & billing solution allows you to access your data from anywhere, anytime, and on any device. The mobile app further extends this accessibility, allowing you to manage your invoicing and billing activities on the go. Moon Invoice prioritizes customer support, offering timely assistance to address any queries or concerns. Additionally, we provide regular updates with new features and improvements, ensuring you have access to the latest tools for efficient financial management. **Average Rating:** 4.1/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Moon Invoice?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 7.2/10 (Category avg: 8.6/10) - **Management:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Moon Invoice?** - **Seller:** [Moon Technolabs Pvt Ltd](https://www.g2.com/sellers/moon-technolabs-pvt-ltd) - **Year Founded:** 2009 - **HQ Location:** Ahmedabad, GJ - **Twitter:** @moontechnolabs (1,985 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3123146/ (410 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are Moon Invoice's Pros and Cons? **Pros:** - Automation (1 reviews) - Automation Efficiency (1 reviews) - Comprehensive Features (1 reviews) - Convenience (1 reviews) - Customizability (1 reviews) **Cons:** - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About Moon Invoice? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Moon Invoice, streamlining billing and ensuring faster, error-free payment processes. - Users value the **automation efficiency** of Moon Invoice, significantly saving time and reducing manual work in billing processes. - Users appreciate the **comprehensive features** of Moon Invoice, which streamline billing and enhance overall operational efficiency. - Users appreciate the **convenience** of Moon Invoice, enjoying quick setup and seamless integration for efficient billing management. - Users value the **customizability** of Moon Invoice, enjoying tailored templates and seamless integration for efficient financial management. **Cons:** - Users express frustration over the **lack of third-party integrations** , limiting Moon Invoice's compatibility with essential business tools. #### What Are Recent G2 Reviews of Moon Invoice? **"[Moon Invoice review of the year](https://www.g2.com/survey_responses/moon-invoice-review-11924518)"** **Rating:** 5.0/5.0 stars *— Richard S.* [Read full review](https://www.g2.com/survey_responses/moon-invoice-review-11924518) --- **"[Very helpful.](https://www.g2.com/survey_responses/moon-invoice-review-5091269)"** **Rating:** 4.0/5.0 stars *— Michael M.* [Read full review](https://www.g2.com/survey_responses/moon-invoice-review-5091269) --- #### What Are G2 Users Discussing About Moon Invoice? - [What is the easiest invoice app to use?](https://www.g2.com/discussions/what-is-the-easiest-invoice-app-to-use) - [What are the features of invoices and payments?](https://www.g2.com/discussions/moon-invoice-easy-invoicing-what-are-the-features-of-invoices-and-payments) - [How much does Moon invoice cost?](https://www.g2.com/discussions/how-much-does-moon-invoice-cost) - [What are the features of an invoice?](https://www.g2.com/discussions/moon-invoice-easy-invoicing-what-are-the-features-of-an-invoice) ### 5. [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,408 **How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.4/10 (Category avg: 8.6/10) - **Management:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Mid-Market, 33% Enterprise #### What Are Agentforce Revenue Management (formerly Salesforce Revenue Cloud)'s Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Revenue Management (83 reviews) - Efficiency (75 reviews) - Product Functionality (74 reviews) - Features (73 reviews) **Cons:** - Learning Curve (67 reviews) - Learning Difficulty (65 reviews) - Complexity (61 reviews) - Complex Setup (60 reviews) - Steep Learning Curve (54 reviews) ### What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Agentforce Revenue Management, allowing seamless integration and organization across departments. - Users value the **seamless quote-to-cash process** of Agentforce Revenue Management, enhancing collaboration and efficiency across teams. - Users benefit from the **efficient quote-to-cash process** provided by Salesforce Revenue Cloud, enhancing collaboration and speeding up sales. - Users value the **all-in-one functionality** of Agentforce Revenue Management for seamless quoting and contract management. - Users value the **versatile organization features** of Agentforce, enhancing collaboration and simplifying lead management across departments. **Cons:** - Users find the **steep learning curve** challenging, requiring time and effort to master the platform's complexities. - Users find the platform has a **steep learning curve** , making navigation and feature mastery challenging for newcomers. - Users find the **complexity** of Agentforce Revenue Management challenging, requiring extensive training and time for effective usage. - Users struggle with the **complex setup** of Agentforce Revenue Management, finding it overwhelming and resource-intensive to implement. - Users find a **steep learning curve** in Agentforce Revenue Management, making initial setup and usage quite challenging. #### What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? **"[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)"** **Rating:** 5.0/5.0 stars *— Ankit C.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270) --- **"[Streamlined Complex Pricing and Revenue Workflows in Salesforce](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)"** **Rating:** 4.0/5.0 stars *— Kapil S.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894) --- ### 6. [Sellsy](https://www.g2.com/products/sellsy/reviews) Sellsy is a comprehensive CRM solution; there is no need to hassle with multiple software. Sellsy manages every point of the sales process from prospecting to payment. Companies using Sellsy increase sales, make more informed decisions, and master efficiency. Sellsy can be adapted to fit the needs of your business. Available online, web & mobile devices, at an affordable price. The Sellsy Solution includes: • Lead Generation, Tracking & Scoring • Invoicing • Customer Service Management • Automated Marketing Campaigns and Emails • 360 Customer View • Pipeline View • Collaborative Tools • Project Management • Purchases, Expenses & Margins • E-commerce • POS • Time Tracking & much more! **Average Rating:** 4.0/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Sellsy?** - **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Sellsy?** - **Seller:** [Easybill](https://www.g2.com/sellers/easybill) - **Year Founded:** 2009 - **HQ Location:** La Rochelle, Nouvelle Aquitaine - **Twitter:** @sellsy_app (4,849 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/easybill (173 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 88% Small-Business, 13% Mid-Market #### What Are Sellsy's Pros and Cons? **Pros:** - Automation (1 reviews) - Automation Features (1 reviews) - Ease of Use (1 reviews) - Invoicing (1 reviews) **Cons:** - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) - Not Intuitive (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About Sellsy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Sellsy, enabling effortless bill creation and sending. - Users appreciate the **automation features** of Sellsy, finding it easy to create and send bills automatically. - Users find Sellsy to be **easy to use** , allowing for automation of tasks like bill creation and sending. - Users praise the **easy-to-use invoicing** feature of Sellsy, allowing for automated bill creation and sending. **Cons:** - Users find the **learning curve steep** , taking about a week to fully grasp Sellsy's functionalities. - Users report a **learning difficulty** , noting it takes about a week to grasp Sellsy's functionality. - Users find Sellsy's interface **not intuitive** , making it challenging to navigate and use effectively. - Users find the tool **not user-friendly** , struggling with its lack of intuitiveness and ease of use. #### What Are Recent G2 Reviews of Sellsy? **"[Optimal invoice management, but many features to discover](https://www.g2.com/survey_responses/sellsy-review-11884747)"** **Rating:** 5.0/5.0 stars *— Emilie L.* [Read full review](https://www.g2.com/survey_responses/sellsy-review-11884747) --- **"[good crm solution for small sized business](https://www.g2.com/survey_responses/sellsy-review-12027243)"** **Rating:** 4.0/5.0 stars *— Isaac S.* [Read full review](https://www.g2.com/survey_responses/sellsy-review-12027243) --- #### What Are G2 Users Discussing About Sellsy? - [What is Sellsy used for?](https://www.g2.com/discussions/what-is-sellsy-used-for) ### 7. [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) ### 8. [Bill4Time](https://www.g2.com/products/bill4time/reviews) Bill4Time is a cloud-based time tracking and billing software designed for lawyers, consultants, entrepreneurs, and freelancing professionals. We’re here to make sure your billable time is tracked, organized, invoiced, and accessed securely from any computer or mobile device. Time is money and it’s important to keep track of both. We are dedicated to streamlining your billing system with industry-leading features and an award-winning customer support team. **Average Rating:** 4.7/5.0 **Total Reviews:** 36 **How Do G2 Users Rate Bill4Time?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Accounting:** 9.4/10 (Category avg: 8.7/10) - **Payments:** 9.0/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Bill4Time?** - **Seller:** [Paradigm](https://www.g2.com/sellers/paradigm) - **HQ Location:** New York, New York, United States - **LinkedIn® Page:** https://www.linkedin.com/company/joinparadigm/ (90 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Law Practice, Legal Services - **Company Size:** 97% Small-Business, 8% Enterprise #### What Are Bill4Time's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Billing Ease (4 reviews) - Customer Support (3 reviews) - Helpful (3 reviews) - Intuitive (3 reviews) **Cons:** - Functionality Issues (2 reviews) - Invoicing Issues (2 reviews) - Invoicing Problems (2 reviews) - Limited Features (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Bill4Time? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Bill4Time, highlighting its user-friendly navigation and helpful support. - Users value the **ease of use** of Bill4Time, finding it intuitive and convenient for billing tasks. - Users commend the **immediate and helpful customer support** of Bill4Time, enhancing their overall experience with the product. - Users appreciate the **immediate and helpful support** from Bill4Time, enhancing their overall experience significantly. - Users find Bill4Time to be an **intuitive platform** , making navigation and time entry very easy and convenient. **Cons:** - Users face **functionality issues** with Bill4Time, including a buggy calendar and lack of essential scheduling features. - Users find the **invoicing issues** cumbersome, especially when needing to correct mistakes in batch invoices. - Users find **invoicing problems** frustrating, especially when needing to correct mistakes in batch invoices. - Users find the **limited features** of Bill4Time inadequate for comprehensive scheduling and reporting needs. - Users find the **missing features** of Bill4Time, such as calendar visibility and color-coding, limiting for office coordination. #### What Are Recent G2 Reviews of Bill4Time? **"[Not for users who need hands held, but it stays out of your way does what it needs to.](https://www.g2.com/survey_responses/bill4time-review-10891051)"** **Rating:** 4.0/5.0 stars *— Kirsten A.* [Read full review](https://www.g2.com/survey_responses/bill4time-review-10891051) --- **"[Good Quality Billing Product](https://www.g2.com/survey_responses/bill4time-review-10034258)"** **Rating:** 4.0/5.0 stars *— David M. K.* [Read full review](https://www.g2.com/survey_responses/bill4time-review-10034258) --- ### 9. [Tipalti](https://www.g2.com/products/tipalti/reviews) The agentic AI platform for finance, spanning accounts payable, mass payments, procurement, expenses, and treasury in one connected suite. Tipalti is the first choice for global and multi-entity businesses, with its own global payment network, AI-powered automation, and built-in compliance. Pay 200+ countries and territories in 120 currencies. Close faster. Scale without the headcount. Pre-built integrations for leading ERPs and accounting systems, including NetSuite, QuickBooks, and Sage Intacct, simplify workflows and accelerate financial close by 25%. We do all this while maintaining 98% customer satisfaction and working with some of the world's fastest-growing companies like Amazon Twitch, ClassPass, GoPro, GoDaddy, Twitter, Roblox, and Zola. **Average Rating:** 4.5/5.0 **Total Reviews:** 412 **How Do G2 Users Rate Tipalti?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 8.4/10 (Category avg: 8.7/10) - **Payments:** 8.6/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Tipalti?** - **Seller:** [Tipalti](https://www.g2.com/sellers/tipalti) - **Company Website:** https://tipalti.com - **Year Founded:** 2010 - **HQ Location:** Palo Alto, CA - **Twitter:** @tipalti (2,431 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1770643/ (1,116 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, Controller - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 61% Mid-Market, 32% Small-Business #### What Are Tipalti's Pros and Cons? **Pros:** - Ease of Use (89 reviews) - Efficiency (56 reviews) - Customer Support (51 reviews) - Helpful (48 reviews) - Time-saving (46 reviews) **Cons:** - Payment Issues (23 reviews) - Missing Features (21 reviews) - Poor Customer Support (20 reviews) - Delays (17 reviews) - Poor Reporting (17 reviews) ### What Do G2 Reviewers Say About Tipalti? *AI-generated summary from verified user reviews* **Pros:** - Users find Tipalti's **ease of use** invaluable for streamlining invoicing and enhancing payment processes effortlessly. - Users value the **efficiency** of Tipalti, appreciating its quick payment processing and streamlined vendor management features. - Users value the **responsive customer support** of Tipalti, appreciating the quick assistance during their invoicing process. - Users appreciate the **user-friendly interface and reliable customer support** of Tipalti, enhancing their accounts payable efficiency. - Users appreciate the **time-saving automation** of Tipalti, enhancing efficiency and simplifying vendor payment processes. **Cons:** - Users report experiencing **payment issues** with Tipalti, including delays and poor customer service complicating resolutions. - Users highlight the **missing features** in Tipalti, such as default setups and limited reporting capabilities. - Users report **poor customer support** with Tipalti, experiencing frustrating delays and issues that remain unresolved. - Users report significant **delays** in implementation and customer service, impacting payment processes and overall satisfaction. - Users express concerns about **poor reporting** , highlighting issues with accuracy and functionality in Tipalti's reports. #### What Are Recent G2 Reviews of Tipalti? **"[Super Convenient Mobile Receipt Scanning That Saves Time and is more accurate](https://www.g2.com/survey_responses/tipalti-review-12353376)"** **Rating:** 5.0/5.0 stars *— Rohan D.* [Read full review](https://www.g2.com/survey_responses/tipalti-review-12353376) --- **"[Tipalti’s AP Automation Boosted Efficiency and Vendor Data Accuracy](https://www.g2.com/survey_responses/tipalti-review-13037838)"** **Rating:** 4.5/5.0 stars *— Sabrina C.* [Read full review](https://www.g2.com/survey_responses/tipalti-review-13037838) --- #### What Are G2 Users Discussing About Tipalti? - [What is Tipalti used for?](https://www.g2.com/discussions/what-is-tipalti-used-for) - 1 comment - [What does Tipalti do?](https://www.g2.com/discussions/what-does-tipalti-do) - [What software does accounts payable use?](https://www.g2.com/discussions/what-software-does-accounts-payable-use) - [How much does tipalti cost?](https://www.g2.com/discussions/how-much-does-tipalti-cost) - [Is tipalti safe?](https://www.g2.com/discussions/is-tipalti-safe) - 1 comment ### 10. [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:** 321 **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 ### 11. [WHMCS](https://www.g2.com/products/whmcs/reviews) WHMCS (Web Host Manager Complete Solution) is a comprehensive automation platform designed to streamline the operations of web hosting and domain registrar businesses. Since its inception in 2003, WHMCS has been instrumental in simplifying tasks such as client management, billing, support, and service provisioning, enabling businesses to operate more efficiently. Key Features and Functionality: - Automated Provisioning & Management: WHMCS facilitates the automatic setup and management of hosting accounts and domains, reducing manual intervention and expediting service delivery. - Billing & Automation: The platform automates recurring invoicing and payment collection, ensuring timely and accurate billing processes. - Customer Support Tools: WHMCS includes a ticketing system and self-service tools, centralizing customer communications and providing clients with support resources even during off-hours. - Integration Capabilities: With compatibility across various control panels and service providers, WHMCS offers a flexible and extensible platform that integrates seamlessly with numerous applications and services. Primary Value and Solutions Provided: WHMCS addresses the complexities associated with managing a web hosting business by automating critical operations. This automation leads to significant time and cost savings, allowing businesses to focus on growth and customer satisfaction. By consolidating client management, billing, and support into a single platform, WHMCS enhances operational efficiency and provides a scalable solution tailored to the needs of web hosting providers. **Average Rating:** 4.3/5.0 **Total Reviews:** 54 **How Do G2 Users Rate WHMCS?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 6.3/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind WHMCS?** - **Seller:** [WebPros](https://www.g2.com/sellers/webpros) - **Company Website:** https://webpros.com/ - **Year Founded:** 2017 - **HQ Location:** Switzerland - **LinkedIn® Page:** https://www.linkedin.com/company/webpros/ (733 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Developer, CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 98% Small-Business, 10% Mid-Market #### What Are WHMCS's Pros and Cons? **Pros:** - Automation (5 reviews) - Ease of Use (5 reviews) - Invoicing (4 reviews) - Tools (3 reviews) - Feature Diversity (2 reviews) **Cons:** - Expensive (4 reviews) - Difficult Customization (2 reviews) - Poor Customer Support (2 reviews) - Update Issues (2 reviews) - Account Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About WHMCS? *AI-generated summary from verified user reviews* **Pros:** - Users praise WHMCS for its **seamless automation** , simplifying billing, order fulfillment, and customer management efficiently. - Users find WHMCS to have an **easy-to-use interface** , streamlining tasks like invoice customization and client support. - Users love the **automated billing features** of WHMCS, simplifying invoice management and enhancing customer handling. - Users value the **automation and integration capabilities** of WHMCS, streamlining billing and task management efficiently. - Users value the **feature diversity** of WHMCS, appreciating its comprehensive tools for efficient web hosting management. **Cons:** - Users find WHMCS to be **very expensive** , especially challenging for small start-ups with tight budgets. - Users find **difficult customization** in WHMCS challenging, often necessitating skilled developers or additional hiring costs. - Users find **poor customer support** frustrating, often requiring paid service fees for assistance with WHMCS issues. - Users find **update issues** with WHMCS frustrating, as crashes occur frequently during automatic updates and integration complications arise. - Users find the **account setup difficult** , requiring extensive technical knowledge for customization and design adjustments. #### What Are Recent G2 Reviews of WHMCS? **"[Easy Billing Automation with Seamless Website Integration](https://www.g2.com/survey_responses/whmcs-review-12888898)"** **Rating:** 5.0/5.0 stars *— Aaron S.* [Read full review](https://www.g2.com/survey_responses/whmcs-review-12888898) --- **"[WHMCS is the best billing software for Hosting Companies](https://www.g2.com/survey_responses/whmcs-review-10484349)"** **Rating:** 5.0/5.0 stars *— Mayur S.* [Read full review](https://www.g2.com/survey_responses/whmcs-review-10484349) --- #### What Are G2 Users Discussing About WHMCS? - [Who uses WHMCS?](https://www.g2.com/discussions/who-uses-whmcs) - 1 comment - [What does WHMCS stand for?](https://www.g2.com/discussions/what-does-whmcs-stand-for) - [What is WHMCS automation?](https://www.g2.com/discussions/what-is-whmcs-automation) - [What is the purpose of WHMCS software?](https://www.g2.com/discussions/what-is-the-purpose-of-whmcs-software) ### 12. [Odoo Invoicing](https://www.g2.com/products/odoo-invoicing/reviews) Manage contracts, create recurring invoices,bill timesheets, get paid faster. **Average Rating:** 4.5/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Odoo Invoicing?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Odoo Invoicing?** - **Seller:** [Odoo](https://www.g2.com/sellers/odoo) - **Year Founded:** 2005 - **HQ Location:** Brussels, Belgium - **Twitter:** @Odoo (55,391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 92% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of Odoo Invoicing? **"[Odoo ERP Invoicing](https://www.g2.com/survey_responses/odoo-invoicing-review-9434769)"** **Rating:** 5.0/5.0 stars *— Hamza I.* [Read full review](https://www.g2.com/survey_responses/odoo-invoicing-review-9434769) --- **"[Odoo Invoicing helps us handle hundreds of invoices each day without issues](https://www.g2.com/survey_responses/odoo-invoicing-review-6912360)"** **Rating:** 4.5/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/odoo-invoicing-review-6912360) --- #### What Are G2 Users Discussing About Odoo Invoicing? - [Is Odoo accounting software good?](https://www.g2.com/discussions/is-odoo-accounting-software-good) - [What are the features of Odoo?](https://www.g2.com/discussions/what-are-the-features-of-odoo) - 1 comment - [What is Odoo invoicing?](https://www.g2.com/discussions/what-is-odoo-invoicing) ### 13. [BlueSnap Accounts Receivable Automation](https://www.g2.com/products/bluesnap-accounts-receivable-automation/reviews) The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes. **Average Rating:** 4.6/5.0 **Total Reviews:** 37 **How Do G2 Users Rate BlueSnap Accounts Receivable Automation?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) **Who Is the Company Behind BlueSnap Accounts Receivable Automation?** - **Seller:** [BlueSnap](https://www.g2.com/sellers/bluesnap) - **Year Founded:** 2001 - **HQ Location:** Boston, MA - **Twitter:** @BlueSnapInc (2,163 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/52768/ (157 employees on LinkedIn®) - **Phone:** 1 (781) 790-5013 **Who Uses This Product?** - **Company Size:** 59% Small-Business, 19% Mid-Market #### What Are BlueSnap Accounts Receivable Automation's Pros and Cons? **Pros:** - Automation (6 reviews) - Efficiency (6 reviews) - Payment Processing (6 reviews) - Time-saving (6 reviews) - Ease of Use (5 reviews) **Cons:** - Complexity (4 reviews) - Complicated Reporting (3 reviews) - Limited Customization (3 reviews) - Poor Reporting (3 reviews) - Complex Features (2 reviews) ### What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation of invoicing and payments** with BlueSnap, enabling a focus on more important tasks. - Users appreciate the **efficiency** of BlueSnap Accounts Receivable Automation, enabling smooth invoicing and timely payment collection. - Users value the **efficient payment processing** of BlueSnap Accounts Receivable Automation, enhancing cash flow and reducing manual efforts. - Users value the **time-saving automation** of BlueSnap Accounts Receivable, allowing them to focus on more important tasks. - Users appreciate the **ease of use** of BlueSnap Accounts Receivable Automation, streamlining invoicing and payment processes effectively. **Cons:** - Users find the **complexity of setup and reporting** in BlueSnap challenging, especially under pressure while integrating with tools. - Users find the **reporting features complex and less user-friendly** , complicating their ability to quickly gauge progress. - Users find the **limited customization** frustrating, especially for unique billing scenarios and complex workflows. - Users find the **reporting features cumbersome** , feeling it complicates progress tracking and adds unnecessary effort under pressure. - Users find the **complex features** of BlueSnap Accounts Receivable Automation slow to grasp and can hinder efficiency. #### What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation? **"[Tamed Payment Chaos with Efficient Automation](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572)"** **Rating:** 4.0/5.0 stars *— Ankit K.* [Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572) --- **"[Streamlines AR with Efficient Automation](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931)"** **Rating:** 4.0/5.0 stars *— Fatima K.* [Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931) --- ### 14. [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) ### 15. [Checkbook](https://www.g2.com/products/checkbook/reviews) At Checkbook, we have built a way for businesses and individuals to send and receive Digital Checks, with a few simple clicks. Checkbook.io is solving push payments by providing a seamless experience for both sender and recipient. It requires no recipient onboarding and gives them the power of choice in selecting a payment method for receiving funds, whether it be Instant Pay, Direct Deposit, or a Printable Check. The simple flow has helped our companies reach 99% in digital conversion, which has drastically cut the cost and support of antiquated paper checks. **Average Rating:** 4.1/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Checkbook?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Checkbook?** - **Seller:** [Checkbook](https://www.g2.com/sellers/checkbook) - **Year Founded:** 2015 - **HQ Location:** San Mateo, CA - **Twitter:** @checkbook (622 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4792721/ (52 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 6% Enterprise #### What Are Checkbook's Pros and Cons? **Cons:** - Poor Customer Support (3 reviews) - Lack of Communication Features (2 reviews) - Approval Process Issues (1 reviews) - Cost Issues (1 reviews) - Delays (1 reviews) ### What Do G2 Reviewers Say About Checkbook? *AI-generated summary from verified user reviews* **Cons:** - Users experience **poor customer support** from Checkbook, often receiving no response during urgent banking issues. - Users express frustration over the **lack of communication features** , complicating their experience and causing dissatisfaction. - Users report frequent **approval process issues** with Checkbook, facing delays, poor communication, and unexpected rule changes. - Users report **cost issues** with Checkbook due to unexpected changes in processing timelines and poor communication. - Users express frustration with **delays in processing** , citing poor communication and unexpected policy changes that hinder user experience. #### What Are Recent G2 Reviews of Checkbook? **"[Excellent customer service](https://www.g2.com/survey_responses/checkbook-review-9997338)"** **Rating:** 4.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/checkbook-review-9997338) --- **"[Professional, Strong Technology, Efficient](https://www.g2.com/survey_responses/checkbook-review-9160222)"** **Rating:** 5.0/5.0 stars *— Kristofer K.* [Read full review](https://www.g2.com/survey_responses/checkbook-review-9160222) --- ### 16. [Stripe Invoicing](https://www.g2.com/products/stripe-invoicing/reviews) Stripe Invoicing is designed to save time, reduce effort, and get you paid faster. Our no-code software makes it easy to create, customize, and send invoices and collect payments in just a few clicks. Our Invoicing API automates accounts receivable and dunning, centralizes invoicing and payments, and integrates with your existing systems. Simplify your operations by accepting local payment methods and configuring your invoices to local standards. Learn more at stripe.com/invoicing. **Average Rating:** 4.1/5.0 **Total Reviews:** 25 **How Do G2 Users Rate Stripe Invoicing?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Stripe Invoicing?** - **Seller:** [Stripe](https://www.g2.com/sellers/stripe) - **Year Founded:** 2010 - **HQ Location:** San Francisco, CA - **Twitter:** @stripe (285,306 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2135371/ (15,464 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 80% Small-Business, 20% Mid-Market #### What Are Stripe Invoicing's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Navigation Ease (1 reviews) ### What Do G2 Reviewers Say About Stripe Invoicing? *AI-generated summary from verified user reviews* **Pros:** - Users find Stripe Invoicing **super easy to use** , especially appreciating the shortcuts that enhance navigation. - Users appreciate the **navigation ease** of Stripe Invoicing, finding it super easy to use and efficient. #### What Are Recent G2 Reviews of Stripe Invoicing? **"[Great feature from a great payment processor!](https://www.g2.com/survey_responses/stripe-invoicing-review-8977840)"** **Rating:** 5.0/5.0 stars *— Jasmine M.* [Read full review](https://www.g2.com/survey_responses/stripe-invoicing-review-8977840) --- **"[Fast, Easy Invoicing with Clear Tracking and Flexible Payment Options](https://www.g2.com/survey_responses/stripe-invoicing-review-12978059)"** **Rating:** 4.0/5.0 stars *— Patryk O.* [Read full review](https://www.g2.com/survey_responses/stripe-invoicing-review-12978059) --- ### 17. [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) ConnectBooster is an all-in-one accounts receivable automation tool that connects with the solutions MSPs rely on—CRM/PSA, quoting, and accounting software. With two-way data syncing ConnectBooster eliminates tedious and redundant accounting tasks and stressful collections calls, so your MSP can get paid faster and with less work. **Average Rating:** 4.4/5.0 **Total Reviews:** 18 **How Do G2 Users Rate ConnectBooster?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 9.2/10 (Category avg: 8.7/10) - **Payments:** 7.5/10 (Category avg: 8.6/10) - **Management:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind ConnectBooster?** - **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya) - **Company Website:** https://www.kaseya.com/ - **Year Founded:** 2000 - **HQ Location:** Miami, FL - **Twitter:** @KaseyaCorp (17,411 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kaseya/ (5,471 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 100% Small-Business #### What Are ConnectBooster's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Centralization Management (1 reviews) - Integrations (1 reviews) - Solution Efficiency (1 reviews) **Cons:** - Login Issues (1 reviews) - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About ConnectBooster? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ConnectBooster, streamlining invoicing and payment processes efficiently. - Users value the **centralization of management** in ConnectBooster, enhancing efficiency through a unified platform for ticket resolution. - Users value the **seamless integrations** with the Kaseya product portfolio, enhancing their operational efficiency and functionality. - Users value the **solution efficiency** of ConnectBooster, enjoying seamless ticket-to-invoice processing within a unified platform. **Cons:** - Users occasionally face **login issues** with ConnectBooster, affecting customer access to their portals. - Users face **frustrating bugs** and API limitations in ConnectBooster that hinder overall usability and experience. #### What Are Recent G2 Reviews of ConnectBooster? **"[Streamlined Payment Collection and Better Cash Flow with ConnectBooster](https://www.g2.com/survey_responses/connectbooster-review-12875640)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectbooster-review-12875640) --- **"[Easy Invoicing with Convenient Autopay and Scheduled Payment Options](https://www.g2.com/survey_responses/connectbooster-review-12941428)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/connectbooster-review-12941428) --- ### 18. [BaseBuilders](https://www.g2.com/products/basebuilders/reviews) BaseBuilders.com is an online project management solution built specifically to serve small architecture and engineering firms. Since our founding in 2002, we have been helping firms become more efficient, effective, and profitable. Our integrated database system replaces all those spreadsheets you use to track your projects. Everything from time and expense tracking to scheduling and invoicing, all in a simple to use solution. We are so confident that you will be happy with our solution; we back it up with a 90-day money-back guarantee (see website for details). Imagine having real-time information about the status and profitability of every project at any minute of the day. **Average Rating:** 4.4/5.0 **Total Reviews:** 20 **How Do G2 Users Rate BaseBuilders?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind BaseBuilders?** - **Seller:** [Base Builders](https://www.g2.com/sellers/base-builders) - **HQ Location:** Reno, US - **Twitter:** @BaseBuilders (219 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/base-builders-llc (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager - **Top Industries:** Architecture & Planning - **Company Size:** 100% Small-Business #### What Are BaseBuilders's Pros and Cons? **Pros:** - Progress Tracking (4 reviews) - Project Tracking (4 reviews) - Invoicing (3 reviews) - Project Management (3 reviews) - Automation (2 reviews) **Cons:** - Learning Curve (2 reviews) - Update Issues (2 reviews) - Billing Issues (1 reviews) - Dashboard Issues (1 reviews) - Feature Issues (1 reviews) ### What Do G2 Reviewers Say About BaseBuilders? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective progress tracking** of BaseBuilders, ensuring seamless management of projects and finances. - Users value the **effective project tracking** capabilities of BaseBuilders, enhancing efficiency and management for their firms. - Users value the **clear and professional invoicing** from BaseBuilders, enhancing both project and payment management efficiently. - Users value the **user-friendly interface and robust features** of BaseBuilders, essential for managing projects effectively. - Users value the **automation** features of BaseBuilders, enhancing productivity and streamlining project management effectively. **Cons:** - Users find the **learning curve steep** with BaseBuilders, struggling to grasp its less intuitive features and report generation. - Users face **update issues** that hinder functionality and require manual tracking of expenses and projects. - Users face **billing issues** with BaseBuilders, lacking manual expense entry options and facing limitations on invoicing adjustments. - Users struggle with **dashboard issues** , finding the project search slow and workflow complicated by extra navigation steps. - Users highlight **feature issues** , such as lack of tax entry, project filtering, and invoicing flexibility. #### What Are Recent G2 Reviews of BaseBuilders? **"[Basebuilders Keeps Large Projects Organized and Profitable](https://www.g2.com/survey_responses/basebuilders-review-12662350)"** **Rating:** 5.0/5.0 stars *— Verified User in Architecture & Planning* [Read full review](https://www.g2.com/survey_responses/basebuilders-review-12662350) --- **"[Customizable Reports, Smooth QuickBooks Online Integration, and Responsive Support](https://www.g2.com/survey_responses/basebuilders-review-12723552)"** **Rating:** 4.5/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/basebuilders-review-12723552) --- ### 19. [EBizCharge](https://www.g2.com/products/ebizcharge/reviews) EBizCharge is the leading 𝗲𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘂𝘀𝗲 𝗘𝗕𝗶𝘇𝗖𝗵𝗮𝗿𝗴𝗲 𝘁𝗼: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Speed up collections with built-in billing tools: email pay, payment links, online customer portal, recurring billing, auto pay, saved cards, mobile pay, and more ◉ Automate billing and reconciliation to save time and reduce errors ◉ Reduce risk with enterprise-grade security and PCI-compliance ◉ Consolidate all payment processing needs with their all-in-one payments platform ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ HOW IT WORKS IN YOUR ERP, CRM, & E-COMMERCE PLATFORMS EBizCharge integrates natively with your ERP, CRM, or e-commerce platform through certified software connections, so payments work directly inside the system you already use. Capture pre-authorizations, deposits, sales, and invoice payments from your ERP screens - no separate portals or manual posting. Customers pay through invoice links, branded portals, email pay, or in person, and every payment automatically syncs back to your system for accurate balances and reconciliation. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ FEATURES • Accept credit card, debit card, and ACH payments 𝗻𝗮𝘁𝗶𝘃𝗲𝗹𝘆 in your ERP, CRM, or shopping cart • Send 𝗲𝗺𝗮𝗶𝗹 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗹𝗶𝗻𝗸𝘀 directly to customers for faster invoice collections • Process 𝗯𝗮𝘁𝗰𝗵 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 to efficiently handle multiple invoices at once • Let customers set up 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗯𝗶𝗹𝗹𝗶𝗻𝗴 for subscriptions and automatic invoice payments • Provide a secure 𝗼𝗻𝗹𝗶𝗻𝗲 𝗽𝗼𝗿𝘁𝗮𝗹 where customers can view and pay invoices anytime • Securely 𝘀𝗮𝘃𝗲 𝗰𝗮𝗿𝗱𝘀, with automatic tokenization for maximum security • Run transactions in the office or on the go with 𝗘𝗠𝗩 𝘁𝗲𝗿𝗺𝗶𝗻𝗮𝗹𝘀 • Take 𝗺𝗼𝗯𝗶𝗹𝗲 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 anywhere, anytime with the EBizCharge Mobile App • Accept 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝗰𝗶𝗲𝘀 seamlessly • 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲-𝗴𝗿𝗮𝗱𝗲 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 with PCI compliance, tokenization, encryption, fraud protection, and certified by the PCI-Security Council • 𝗡𝗲𝘅𝘁-𝗱𝗮𝘆 deposits to your bank account • Ability to 𝘀𝘂𝗿𝗰𝗵𝗮𝗿𝗴𝗲 • Dedicated 𝗶𝗻-𝗵𝗼𝘂𝘀𝗲 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 team located in the Irvine, CA headquarters ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ EMBEDDED PAYMENT SOLUTIONS FOR: • 𝗘𝗥𝗣/𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: Acumatica, Dynamics 365 AX, Dynamics 365 Business Central, Dynamics 365 F&O, Dynamics GP, Dynamics NAV, Dynamics SL, Epicor 10, Epicor 9, Epicor Kinetic, Infor CloudSuite Distribution, Infor CloudSuite Industrial, Kechie ERP, Macola, NetSuite, Odoo ERP, Oracle EBS Financials, Oracle Fusion, QuickBooks Desktop, QuickBooks Online, Sage 100, Sage 50, Sage 500, Sage BusinessWorks, Sage Intacct, SAP B1, SAP B1 Cloud, SAP B1 HANA, SAP B1 SQL, SAP ECC • 𝗖𝗥𝗠: Microsoft Dynamics CRM, Odoo CRM, Salesforce, Zoho CRM • 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 / 𝗦𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗖𝗮𝗿𝘁𝘀: Adobe Commerce, AspDotNetStoreFront, BigCommerce, CIMCloud, Drupal Commerce, Dynamicweb, Magento 1 & 2, nopCommerce, OmegaCube, OpenCart, osCommerce, Sana Commerce, SuiteCommerce, WooCommerce, ZenCart • 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝘆 / 𝗣𝗢𝗦 / 𝗢𝘁𝗵𝗲𝗿: Epic (MyChart), Avanue Customer Portal, BlueCherry, FASTTRAK, Ground Alliance, Hudson, Insight Works, Jigx, Paradigm Accounting, Parttrap, PDI Enterprise, POS365, Roima, RUX Software, Serrera Consulting Group, Sod Solutions, Turf Logistics, iBistro, Smartwerks, TylerNet ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ COMPANY INFORMATION With over 21 years in business, EBizCharge is based in Irvine, CA and has grown to process billions in transactions every year for more than 400,000 users across the U.S. and Canada. Recent Awards & Recognition: 2025 • Inc. 5000: Fastest-Growing Private Companies in America • USA TODAY: Top Workplace • Top Workplace: Financial Services Industry • Grand Stevie Award: Highest-Rated New Product or Service of the Year • Gold Stevie Award: Payments Solution • Gold Stevie Award: FinTech Solution • Bronze Stevie Award: Financial Management Solution • People’s Choice Stevie Award: Financial Management, Payments, and FinTech Solution • Gold Globee Award: Payment Processing, Digital Payment, and FinTech Solution • Gold Globee Award: FinTech, Financial Services, Payments, and Banking Disruptors • Gold Globee Award: Emerging FinTech and Payment Solutions Disruptors 2024 • Inc. 5000: Fastest-Growing Private Companies in America • PayTech Awards USA: Best Embedded Payments Solution • OC Register: Top Workplace, Orange County • Gold Globee Award: FinTech Solution • Gold Stevie Award: Best FinTech and Financial Management Solution • & more 2023 - 2018 • Inc. 5000: Fastest-Growing Private Companies in America (2023, 2020, 2019, 2018) • More awards at ebizcharge.com/awards **Average Rating:** 4.8/5.0 **Total Reviews:** 96 **How Do G2 Users Rate EBizCharge?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Accounting:** 9.6/10 (Category avg: 8.7/10) - **Payments:** 9.4/10 (Category avg: 8.6/10) - **Management:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind EBizCharge?** - **Seller:** [EBizCharge](https://www.g2.com/sellers/ebizcharge) - **Company Website:** https://ebizcharge.com/ - **Year Founded:** 2004 - **HQ Location:** Irvine, CA - **LinkedIn® Page:** https://www.linkedin.com/company/959259/ (216 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Manufacturing - **Company Size:** 74% Small-Business, 25% Mid-Market #### What Are EBizCharge's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Payment Processing (7 reviews) - Customer Support (6 reviews) - Integrations (6 reviews) - User Interface (6 reviews) **Cons:** - Error Handling (2 reviews) - Limited Features (2 reviews) - Slow Performance (2 reviews) - Software Bugs (2 reviews) - Technical Issues (2 reviews) ### What Do G2 Reviewers Say About EBizCharge? *AI-generated summary from verified user reviews* **Pros:** - Users praise EBizCharge for its **ease of use** , enjoying smooth integration and an intuitive payment experience. - Users value the **seamless payment processing** of EBizCharge, enhancing user experience with intuitive features and robust support. - Users rave about the **excellent customer support** of EBizCharge, noting quick responses and proactive assistance. - Users value the **seamless integration** of EBizCharge with their ERP system, enhancing user experience and efficiency. - Users love the **intuitive user interface** of EBizCharge for its seamless integration and ease of use. **Cons:** - Users face challenges with **error handling** , experiencing issues like duplication and manual payment imports that hinder efficiency. - Users find **EBizCharge's limited features** frustrating, especially regarding mobile functionality and interface modernization. - Users have experienced **slow performance** , with delays in loading features impacting overall user satisfaction. - Users face issues with **software bugs** in EBizCharge, leading to manual workarounds and syncing difficulties with Acumatica. - Users face **technical issues** like manual payment imports, sync problems, and limited mobile functionality, impacting efficiency. #### What Are Recent G2 Reviews of EBizCharge? **"[Flawless NetSuite Integration, Strong Support, and Real Savings with eBizCharge](https://www.g2.com/survey_responses/ebizcharge-review-12934412)"** **Rating:** 5.0/5.0 stars *— orders s.* [Read full review](https://www.g2.com/survey_responses/ebizcharge-review-12934412) --- **"[Daily Payments, Easy Integration, and Great Support](https://www.g2.com/survey_responses/ebizcharge-review-11326163)"** **Rating:** 5.0/5.0 stars *— Stephanie L.* [Read full review](https://www.g2.com/survey_responses/ebizcharge-review-11326163) --- #### What Are G2 Users Discussing About EBizCharge? - [What does Ebizcharge do?](https://www.g2.com/discussions/what-does-ebizcharge-do) - [Is EBizCharge secure?](https://www.g2.com/discussions/is-ebizcharge-secure) - [What is Chargent?](https://www.g2.com/discussions/what-is-chargent) - [How much does EBizCharge cost?](https://www.g2.com/discussions/how-much-does-ebizcharge-cost) ### 20. [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? **"[Avaza Helps Me Track Time, Bill Accurately, and Build Client Trust](https://www.g2.com/survey_responses/avaza-review-9235185)"** **Rating:** 5.0/5.0 stars *— Trent C.* [Read full review](https://www.g2.com/survey_responses/avaza-review-9235185) --- **"[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) ### 21. [Teamleader](https://www.g2.com/products/teamleader/reviews) Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle? **Average Rating:** 4.3/5.0 **Total Reviews:** 52 **How Do G2 Users Rate Teamleader?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 8.0/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Teamleader?** - **Seller:** [Teamleader](https://www.g2.com/sellers/teamleader) - **Year Founded:** 2012 - **HQ Location:** Ghent,Belgium - **Twitter:** @teamleader (1,022 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/545733/ (345 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 72% Small-Business, 21% Mid-Market #### What Are Teamleader's Pros and Cons? **Pros:** - Project Management (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) - Intuitive (2 reviews) - Invoicing (2 reviews) **Cons:** - Learning Curve (2 reviews) - Account Setup Difficulty (1 reviews) - Complex Processes (1 reviews) - Expensive (1 reviews) - Expertise Required (1 reviews) ### What Do G2 Reviewers Say About Teamleader? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive project management** features of Teamleader, making collaboration easy and organizing tasks enjoyable. - Users commend Teamleader for its **quick and responsive customer support** , enhancing their overall experience with the platform. - Users find Teamleader's **ease of use** exceptional, enjoying its intuitive design and straightforward project management features. - Users love the **intuitive design** of Teamleader, making project management and invoicing easy and enjoyable. - Users appreciate the **clear and intuitive invoicing** feature of Teamleader, streamlining financial management efficiently. **Cons:** - Users find the **learning curve steep** for Teamleader, particularly with advanced features and invoicing processes. - Users find the **account setup difficult** , especially when trying to configure advanced features like custom reporting. - Users find the **complex processes** of Teamleader challenging, especially with inflexible invoice edits and missing features. - Users find Teamleader's pricing to be **on the higher side** , posing challenges for smaller businesses or teams. - Users find it **difficult to set up advanced features** like custom reporting in Teamleader, complicating their user experience. #### What Are Recent G2 Reviews of Teamleader? **"[User-Friendly CRM with Robust Features, Slightly Pricey](https://www.g2.com/survey_responses/teamleader-review-13002639)"** **Rating:** 4.5/5.0 stars *— Saad H.* [Read full review](https://www.g2.com/survey_responses/teamleader-review-13002639) --- **"[Centralized Team Coordination with Room to Grow](https://www.g2.com/survey_responses/teamleader-review-12951995)"** **Rating:** 4.0/5.0 stars *— Jabbie P.* [Read full review](https://www.g2.com/survey_responses/teamleader-review-12951995) --- #### What Are G2 Users Discussing About Teamleader? - [What is Teamleader used for?](https://www.g2.com/discussions/what-is-teamleader-used-for) - 1 comment ### 22. [ConvergeHub](https://www.g2.com/products/convergehub/reviews) ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more **Average Rating:** 4.8/5.0 **Total Reviews:** 36 **How Do G2 Users Rate ConvergeHub?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind ConvergeHub?** - **Seller:** [ConvergeHub](https://www.g2.com/sellers/convergehub) - **Year Founded:** 2016 - **HQ Location:** San Francisco Bay Area, California - **Twitter:** @convergehub (1,799 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/convergehub/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 97% Small-Business #### What Are Recent G2 Reviews of ConvergeHub? **"[Awesome CRM-Software with outstanding support!](https://www.g2.com/survey_responses/convergehub-review-9302524)"** **Rating:** 5.0/5.0 stars *— André P.* [Read full review](https://www.g2.com/survey_responses/convergehub-review-9302524) --- **"[ConvergeHub Streamlines CRM, Sales, Marketing, Support, and Billing in One Platform](https://www.g2.com/survey_responses/convergehub-review-12938035)"** **Rating:** 5.0/5.0 stars *— Hector Francisco A.* [Read full review](https://www.g2.com/survey_responses/convergehub-review-12938035) --- #### What Are G2 Users Discussing About ConvergeHub? - [What is ConvergeHub used for?](https://www.g2.com/discussions/what-is-convergehub-used-for) ### 23. [Pabbly Subscriptions](https://www.g2.com/products/pabbly-subscriptions/reviews) Pabbly Subscriptions is cloud-based software, specializing in subscription billing and management process, with the leading payment gateway integration to facilitate payment collection. It offers features that ease your work such as managing tax on your billing, applying reverse charges on the tax calculations, handle customer portal with single sign-on, customers subscriptions management. Further, you can even promote your products with integrated affiliate management system, set commission rules and handle payouts, etc. **Average Rating:** 4.0/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Pabbly Subscriptions?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 9.2/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Pabbly Subscriptions?** - **Seller:** [Pabbly Subscriptions](https://www.g2.com/sellers/pabbly-subscriptions) - **Year Founded:** 2017 - **HQ Location:** Bhopal, Madhya Pradesh - **Twitter:** @pabblyofficial (455 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pabbly (32 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 94% Small-Business, 12% Mid-Market #### What Are Pabbly Subscriptions's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Easy Implementation (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) - Implementation Ease (1 reviews) **Cons:** - Error Handling (1 reviews) - Insufficient Details (1 reviews) - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About Pabbly Subscriptions? *AI-generated summary from verified user reviews* **Pros:** - Users find Pabbly Subscriptions incredibly **easy to use** , allowing seamless integration even for non-tech savvy individuals. - Users find **easy implementation** of Pabbly Subscriptions effortless, enabling seamless integration without technical expertise. - Users appreciate the **easy integrations** offered by Pabbly Subscriptions, simplifying workflows for all business owners. - Users value the **efficiency** of Pabbly Subscriptions, simplifying integration for both tech-savvy and non-tech-savvy individuals. - Users find Pabbly Subscriptions' **implementation ease** invaluable, allowing anyone to integrate effortlessly without technical skills. **Cons:** - Users often face **logging issues** with Pabbly Subscriptions, causing frustration when important data isn't captured. - Users report **insufficient details** in Pabbly Subscriptions, as logs occasionally fail to capture vital information. - Users report experiencing **software bugs** with Pabbly Subscriptions, particularly with log capturing issues affecting reliability. #### What Are Recent G2 Reviews of Pabbly Subscriptions? **"[Great Subscription Billing and Payment Management Platform](https://www.g2.com/survey_responses/pabbly-subscriptions-review-11367017)"** **Rating:** 5.0/5.0 stars *— Luca P.* [Read full review](https://www.g2.com/survey_responses/pabbly-subscriptions-review-11367017) --- **"[BEST BUSINESS MANAGEMENT SOFTWARE](https://www.g2.com/survey_responses/pabbly-subscriptions-review-10578563)"** **Rating:** 5.0/5.0 stars *— Amoolya K.* [Read full review](https://www.g2.com/survey_responses/pabbly-subscriptions-review-10578563) --- #### What Are G2 Users Discussing About Pabbly Subscriptions? - [What does manage subscription mean?](https://www.g2.com/discussions/pabbly-subscriptions-what-does-manage-subscription-mean) - [What does manage subscription mean?](https://www.g2.com/discussions/what-does-manage-subscription-mean) - [What is subscription billing software?](https://www.g2.com/discussions/pabbly-subscriptions-what-is-subscription-billing-software-e19af7c9-c207-405d-b3cf-ce40ae5c3e9a) - [What is subscription billing software?](https://www.g2.com/discussions/pabbly-subscriptions-what-is-subscription-billing-software) - [What is a subscription management software?](https://www.g2.com/discussions/pabbly-subscriptions-what-is-a-subscription-management-software) ### 24. [SubscriptionFlow](https://www.g2.com/products/subscriptionflow/reviews) SubscriptionFlow is a subscription and revenue management platform that helps businesses to optimize subscription revenue. The software enables subscription businesses to manage subscriptions, recurring billing, payment processing, and subscription lifecycles, and offers other multiple CRM solutions, effortlessly! It is an all-inclusive automated and integrated subscription management and recurring billing platform that allows users to: - Offer online subscription plans - Manage user-based, usage-based, set up fee, etc. and other billing models - Automate monthly payments, embed checkouts, & process payments in multicurrency - Have full control over the Subscription Life Cycle of the customers - Provide customer portal for subscribers - Auto manage the prorated payments of the subscriptions - Store additional data in addition to subscriptions plan and subscribers information - Integrate with multiple third-party applications **Average Rating:** 4.6/5.0 **Total Reviews:** 31 **How Do G2 Users Rate SubscriptionFlow?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Accounting:** 7.8/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind SubscriptionFlow?** - **Seller:** [Subscription Flow](https://www.g2.com/sellers/subscription-flow) - **Year Founded:** 2019 - **HQ Location:** London, England - **Twitter:** @SubscriptionFL (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/subscription-flow (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 65% Small-Business, 32% Mid-Market #### What Are SubscriptionFlow's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Use (4 reviews) - Customizability (3 reviews) - Billing Management (2 reviews) - Cost Efficiency (2 reviews) **Cons:** - Access Limitations (1 reviews) - Access Restrictions (1 reviews) - Difficult Learning (1 reviews) - Learning Curve (1 reviews) - Poor Documentation (1 reviews) ### What Do G2 Reviewers Say About SubscriptionFlow? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **quick and responsive customer support** of SubscriptionFlow, enhancing their overall experience significantly. - Users commend the **ease of use** of SubscriptionFlow, enjoying simple navigation and customizable features for tailored experiences. - Users value the **customizability** of SubscriptionFlow, allowing for tailored solutions that meet their specific business needs. - Users value the **efficient billing management** features of SubscriptionFlow, enhancing workflow and customer satisfaction remarkably. - Users commend the **cost efficiency** of SubscriptionFlow, enjoying significant savings and improved revenue from streamlined processes. **Cons:** - Users note the **lack of free trials** in SubscriptionFlow, making it hard to test the product before committing. - Users wish for **free trial periods** to assess SubscriptionFlow before committing, enhancing confidence in the software's capabilities. - Users find the **difficult learning** curve for advanced configurations challenging, despite helpful onboarding support. - Users find the **learning curve challenging** at first, but it becomes easier and smoother over time. - Users find the **poor documentation** initially confusing, though they adapt with time and support resources. #### What Are Recent G2 Reviews of SubscriptionFlow? **"[Good Documentation](https://www.g2.com/survey_responses/subscriptionflow-review-13071305)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/subscriptionflow-review-13071305) --- **"[SubscriptionFlow turned our billing chaos into automated growth.](https://www.g2.com/survey_responses/subscriptionflow-review-11413475)"** **Rating:** 5.0/5.0 stars *— Arslan T.* [Read full review](https://www.g2.com/survey_responses/subscriptionflow-review-11413475) --- ### 25. [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) ## What Is Billing Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Billing Software? - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [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.