# Best Billing Software for Small Business - Page 4 *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 (4,718 reviews) | End-to-end billing with customizable revenue recognition | "[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,673 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Beginner-Friendly Accounting with Fast Support, Helpful AI, and Smooth Hubdoc Uploads](https://www.g2.com/survey_responses/xero-review-13094370)" | | 3 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.3/5.0 (204 reviews) | PayPal-native invoicing with integrated payment collection | "[PayPal Invoicing Makes Billing Fast, Secure, and Effortlessly Organized](https://www.g2.com/survey_responses/paypal-invoicing-review-13057548)" | | 4 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,783 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,182 reviews) | Mobile invoicing with integrated payment collection | "[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)" | | 6 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (360 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)" | | 7 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (959 reviews) | Service-business invoicing with automated recurring billing | "[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 | "[Clear, Easy Invoice Approvals—Perfect for Remote Teams!](https://www.g2.com/survey_responses/stampli-review-13086931)" | | 9 | [Chargebee](https://www.g2.com/products/chargebee/reviews) | 4.4/5.0 (963 reviews) | — | "[Affordable, Reliable, but Needs UI Enhancements](https://www.g2.com/survey_responses/chargebee-review-13030719)" | | 10 | [Zoho Books](https://www.g2.com/products/zoho-books/reviews) | 4.4/5.0 (320 reviews) | End-to-end invoicing with Zoho-native automation | "[All-in-One Finance Management with a Clean, Intuitive Dashboard](https://www.g2.com/survey_responses/zoho-books-review-12738952)" | ## G2 Grid® for Billing Software ![G2 Grid® for Billing Software plotting products by satisfaction and market presence](https://www.g2.com/categories/billing/grids.png?focus%5B%5D=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** ### JumpCloud JumpCloud® delivers a unified identity, device, and access management platform that makes it easy to securely manage identities, devices, and access across your organization. With JumpCloud, IT teams and MSPs enable users to work securely from anywhere and manage their Windows, Apple, Linux, and Android devices from a single platform. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bchosen_at%5D=2026-07-21T03%3A37%3A03Z&secure%5Bdisplayable_resource_id%5D=1387&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=36316&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36316&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%3D4&secure%5Btoken%5D=1dc4369c77a1f5179f8b534177af2cda35990f37e7ae98230a0a05a1a9761206&secure%5Burl%5D=https%3A%2F%2Fjumpcloud.com%2Flp%2Funified-enpoint-management-g2%3Futm_source%3DG2-Paid%26utm_medium%3DPaid-Directory%26utm_content%3DSaaS_Management%26utm_campaign%3DG2Clicks&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [GoDaddy Bookkeeping](https://www.g2.com/products/godaddy-bookkeeping/reviews) GoDaddy Bookkeeping was a cloud-based accounting solution tailored for small businesses and freelancers, designed to simplify financial management by automating tasks such as income and expense tracking, invoicing, and tax preparation. Originally developed by Outright in 2008, it was acquired by GoDaddy in 2012 and rebranded as GoDaddy Bookkeeping. The service was discontinued on June 18, 2022. Key Features and Functionality: - Income and Expense Tracking: Automatically imported transactions from linked bank and credit card accounts, categorizing them for easy monitoring. - Invoicing: Enabled users to create, customize, and send professional invoices, facilitating prompt payments. - Financial Reporting: Generated essential financial statements, including profit and loss reports, providing insights into business performance. - Tax Preparation: Organized expenses into tax-ready categories, assisting users in preparing for tax filings. - E-commerce Integration: Seamlessly connected with popular platforms like eBay, Etsy, and Amazon, allowing for automatic import of sales data. Primary Value and User Solutions: GoDaddy Bookkeeping addressed the needs of small business owners and freelancers by offering an intuitive platform that streamlined financial tasks. By automating transaction imports and categorization, it reduced manual data entry, saving time and minimizing errors. The integration with e-commerce platforms provided a centralized view of sales and expenses, essential for online sellers. Additionally, its tax preparation features simplified the process of organizing financial data for tax reporting, alleviating a common pain point for many entrepreneurs. **Average Rating:** 4.1/5.0 **Total Reviews:** 36 **How Do G2 Users Rate GoDaddy Bookkeeping?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (Category avg: 8.7/10) - **Payments:** 10.0/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind GoDaddy Bookkeeping?** - **Seller:** [GoDaddy](https://www.g2.com/sellers/godaddy) - **Year Founded:** 1997 - **HQ Location:** Scottsdale, AZ - **Twitter:** @GoDaddy (274,844 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7846/ (9,011 employees on LinkedIn®) - **Ownership:** NYSE:GDDY **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 87% Small-Business, 5% Mid-Market #### What Are GoDaddy Bookkeeping's Pros and Cons? **Pros:** - Reporting Features (2 reviews) - Accurate Data (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Efficiency (1 reviews) **Cons:** - Missing Features (2 reviews) - Inventory Management (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About GoDaddy Bookkeeping? *AI-generated summary from verified user reviews* **Pros:** - Users value the **robust reporting features** of GoDaddy Bookkeeping, facilitating informed financial decisions with ease. - Users value the **accurate data** provided by GoDaddy Bookkeeping for efficient financial analysis and reporting. - Users appreciate the **ease of use** of GoDaddy Bookkeeping, finding it quick and efficient for analyzing financial data. - Users value the **easy access** to reporting tools for efficient financial data analysis and quick data retrieval. - Users appreciate the **efficiency** of GoDaddy Bookkeeping, finding it quick and easy to analyze financial data. **Cons:** - Users note the **missing payroll and inventory management features** , which limit GoDaddy Bookkeeping's functionality for some businesses. - Users find the **inventory management features lacking** , yet still see value for money for small businesses. - Users find the **slow performance** of GoDaddy Bookkeeping frustrating, impacting their overall efficiency and productivity. #### What Are Recent G2 Reviews of GoDaddy Bookkeeping? **"[Exceptional Reporting Tools and Effortless Data Access](https://www.g2.com/survey_responses/godaddy-bookkeeping-review-12063916)"** **Rating:** 5.0/5.0 stars *— Derek U.* [Read full review](https://www.g2.com/survey_responses/godaddy-bookkeeping-review-12063916) --- **"[Online accounting solution designed for small businesses](https://www.g2.com/survey_responses/godaddy-bookkeeping-review-11028852)"** **Rating:** 4.0/5.0 stars *— Anna B.* [Read full review](https://www.g2.com/survey_responses/godaddy-bookkeeping-review-11028852) --- #### What Are G2 Users Discussing About GoDaddy Bookkeeping? - [What is GoDaddy Bookkeeping used for?](https://www.g2.com/discussions/what-is-godaddy-bookkeeping-used-for) - [What is the easiest bookkeeping software?](https://www.g2.com/discussions/godaddy-bookkeeping-what-is-the-easiest-bookkeeping-software) - [What accounting software do bookkeepers use?](https://www.g2.com/discussions/what-accounting-software-do-bookkeepers-use) - [What is the best software for a bookkeeping business?](https://www.g2.com/discussions/what-is-the-best-software-for-a-bookkeeping-business) - [How much does GoDaddy bookkeeping cost?](https://www.g2.com/discussions/how-much-does-godaddy-bookkeeping-cost) ### 2. [Holded](https://www.g2.com/products/holded/reviews) Holded is the solution in the cloud that has everything you need to manage your business – anytime, anywhere. How about changing hours of work with a simple click? Holded simplifies your day-to-day, automating tasks and streamlining your accounting and invoicing. Start using this world-class cloud ERP today. 50% Discount for the first 3 months on all plans. **Average Rating:** 4.2/5.0 **Total Reviews:** 25 **How Do G2 Users Rate Holded?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 9.4/10 (Category avg: 8.7/10) - **Payments:** 9.0/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Holded?** - **Seller:** [Holded Technologies SL](https://www.g2.com/sellers/holded-technologies-sl) - **Year Founded:** 2016 - **HQ Location:** Barcelona, Catalonia - **Twitter:** @holded_ES (3,162 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5381407/ (252 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 84% Small-Business, 8% Mid-Market #### What Are Holded's Pros and Cons? **Pros:** - Accounts Payable (1 reviews) - Easy Upload (1 reviews) - Invoice Management (1 reviews) **Cons:** - Expensive (1 reviews) ### What Do G2 Reviewers Say About Holded? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **invoice scanning feature** of Holded's Accounts Payable, making work effortless and efficient. - Users love the **easy upload feature** that simplifies scanning invoices, streamlining their workflow efficiently. - Users value the **easy invoice scanning** feature of Holded, simplifying their invoicing process significantly. **Cons:** - Users find the pricing model **expensive** , especially with additional costs for each user in Holded. #### What Are Recent G2 Reviews of Holded? **"[Efficient Automation, Improvable Support](https://www.g2.com/survey_responses/holded-review-12722930)"** **Rating:** 4.0/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/holded-review-12722930) --- **"[Intuitive ERP with Integrations, but Slow Support](https://www.g2.com/survey_responses/holded-review-12471755)"** **Rating:** 4.5/5.0 stars *— Sergio M.* [Read full review](https://www.g2.com/survey_responses/holded-review-12471755) --- #### What Are G2 Users Discussing About Holded? - [What is Holded used for?](https://www.g2.com/discussions/what-is-holded-used-for) ### 3. [AdSuite](https://www.g2.com/products/adsuite/reviews) AdSuite's Converged Billing is a comprehensive solution tailored for media publishers, designed to streamline and enhance billing operations across various platforms. This advanced system ensures precision in every transaction, accommodating diverse billing models such as impression-based and spot-based billing. By automating complex processes, it eliminates errors, reduces manual efforts, and enhances financial accuracy, providing a solid foundation for financial excellence in the media industry. Key Features and Functionality: - Billing Engine: A sophisticated engine that handles diverse billing models with precision, ensuring accurate and efficient transaction processing. - PDF & EDI Generator: Efficiently creates converged, cross-platform invoices, summaries, statements, and other financial documents tailored to specific needs, enhancing document generation speed and accuracy. - Reports & Insights: Provides actionable insights through comprehensive reporting, enabling informed decision-making and strategic planning by offering a clear view of financial and campaign delivery landscapes. - Client & Order Management: Simplifies complex operations by offering a centralized hub for managing clients and orders, streamlining workflows from order creation to delivery, and reducing manual efforts. Primary Value and User Solutions: AdSuite's Converged Billing addresses the unique challenges faced by media publishers by automating and integrating billing processes across multiple platforms. It eliminates manual errors, enhances financial accuracy, and provides comprehensive insights into financial and operational performance. By streamlining client and order management, it reduces operational complexity, allowing media companies to focus on strategic growth and delivering value to their clients. This solution empowers media organizations to navigate the complexities of the industry with confidence and efficiency. **Average Rating:** 4.1/5.0 **Total Reviews:** 145 **How Do G2 Users Rate AdSuite?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 8.3/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind AdSuite?** - **Seller:** [Audience Platform](https://www.g2.com/sellers/audience-platform) - **Year Founded:** 2019 - **HQ Location:** Miami, Florida - **LinkedIn® Page:** https://www.linkedin.com/company/audience-platform/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 61% Small-Business, 22% Mid-Market #### What Are AdSuite's Pros and Cons? **Pros:** - Features (6 reviews) - Ease of Use (4 reviews) - Automation (3 reviews) - Customer Support (3 reviews) - Integrations (3 reviews) **Cons:** - Complex Processes (1 reviews) - Confusing Interface (1 reviews) - Expensive (1 reviews) - High Fees (1 reviews) - Integration Issues (1 reviews) ### What Do G2 Reviewers Say About AdSuite? *AI-generated summary from verified user reviews* **Pros:** - Users value the **analysis and insight feature** of AdSuite, enhancing engagement and optimizing campaign performance. - Users find AdSuite's **ease of use** invaluable, thanks to its intuitive interface and seamless integration with tools. - Users appreciate the **DFY automation** of AdSuite, enhancing campaign optimization and improving ROI through AI-driven insights. - Users commend the **responsive customer support** of AdSuite, which effectively assists them with their advertising needs. - Users appreciate the **seamless integrations** of AdSuite, enhancing workflows and optimizing ad performance through AI-driven insights. **Cons:** - Users find the **complex integration processes** challenging, often necessitating extra setup efforts for optimal use. - Users find the **confusing interface** of AdSuite to be repetitive and intrusive, affecting their overall experience. - Users find the **cost structure challenging** for smaller teams, making AdSuite expensive for limited budgets. - Users find the **high fees** of AdSuite challenging, especially for smaller teams with tighter budgets. - Users find **integration issues** with AdSuite to be challenging and time-consuming, impacting their overall experience. #### What Are Recent G2 Reviews of AdSuite? **"[Simplifying Ad Management in One Place](https://www.g2.com/survey_responses/adsuite-review-12716751)"** **Rating:** 5.0/5.0 stars *— Ankit C.* [Read full review](https://www.g2.com/survey_responses/adsuite-review-12716751) --- **"[User-Friendly Dashboard with Actionable Reporting and Smooth Integrations](https://www.g2.com/survey_responses/adsuite-review-12726110)"** **Rating:** 5.0/5.0 stars *— Aniket N.* [Read full review](https://www.g2.com/survey_responses/adsuite-review-12726110) --- ### 4. [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews) Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today! **Average Rating:** 3.9/5.0 **Total Reviews:** 37 **How Do G2 Users Rate Mango Practice Management?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 8.9/10) - **Accounting:** 7.8/10 (Category avg: 8.7/10) - **Payments:** 8.1/10 (Category avg: 8.6/10) - **Management:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Mango Practice Management?** - **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv) - **Company Website:** https://www.profitsolv.com/ - **Year Founded:** 2020 - **HQ Location:** Knoxville, US - **Twitter:** @ProfitSolv (18 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/profitsolv/ (179 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 89% Small-Business, 14% Mid-Market #### What Are Mango Practice Management's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Billing (4 reviews) - Invoicing (4 reviews) - Client Management (3 reviews) - Features (3 reviews) **Cons:** - Limited Options (3 reviews) - Missing Features (3 reviews) - Billing Issues (2 reviews) - Slow Processing (2 reviews) - Software Bugs (2 reviews) ### What Do G2 Reviewers Say About Mango Practice Management? *AI-generated summary from verified user reviews* **Pros:** - Users find Mango Practice Management to be an **easy and user-friendly tool** , facilitating smooth transitions and efficient workflows. - Users praise the **user-friendly billing system** of Mango Practice Management, enhancing client engagement and invoice creation. - Users appreciate the **user-friendly invoicing system** in Mango, facilitating seamless billing and customization for diverse engagements. - Users value the **client management capabilities** of Mango, enhancing invoicing and organization for their practices. - Users praise the **amazing abundance of features** in Mango Practice Management, simplifying various tasks for accounting firms. **Cons:** - Users find the **limited options** in billing and reporting features frustrating, highlighting a need for more flexibility. - Users are disappointed by the **missing features** in Mango Practice Management, particularly the lack of billing flexibility. - Users find the lack of **billing flexibility** frustrating, specifically with combining clients and recurring payment options. - Users face **slow processing** with Mango, experiencing latency, recurring issues, and delayed bug fixes that hinder usability. - Users face **frequent software bugs** with Mango, causing frustration due to ongoing glitches and recurring issues. #### What Are Recent G2 Reviews of Mango Practice Management? **"[Mango Practice Management Keeps Everything Organized and Easy to Navigate](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)"** **Rating:** 5.0/5.0 stars *— Liz F.* [Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13068103) --- **"[S Mango Practice Management Streamlines Scheduling, Billing, and Daily Operations](https://www.g2.com/survey_responses/mango-practice-management-review-12817752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-12817752) --- #### What Are G2 Users Discussing About Mango Practice Management? - [What is Mango Practice Management used for?](https://www.g2.com/discussions/what-is-mango-practice-management-used-for) ### 5. [Chargent](https://www.g2.com/products/chargent/reviews) Chargent is a comprehensive payment solution designed specifically for Salesforce users, facilitating credit card, ACH, and subscription billing processes. This software seamlessly integrates into the Salesforce ecosystem, allowing businesses to manage their payment transactions directly within the platform. By utilizing Chargent, organizations can streamline their revenue capture, reduce manual data entry, and enhance their order and invoicing workflows, ultimately leading to improved operational efficiency. Targeted primarily at businesses that rely on Salesforce for customer relationship management, Chargent caters to a diverse range of industries, including e-commerce, SaaS, and subscription-based services. Its robust capabilities make it an ideal choice for organizations looking to simplify their payment processes while maintaining a high level of control over their financial transactions. With Chargent, users can easily manage their billing cycles, automate payment collections, and reduce the risk of errors associated with manual data handling. One of the standout features of Chargent is its extensive connectivity to over 30 payment gateways, including popular options like Braintree, CyberSource, Authorize.net, PayPal, and Stripe. This wide array of integrations ensures that users can select the payment methods that best suit their needs and preferences. Additionally, Chargent offers specialized integrations for enhanced functionalities, such as wallet capabilities through PayPal and card surcharging via InterPayments. These features provide flexibility and convenience for both businesses and their customers. Chargent also includes an Automated Collections module, which is designed to manage failed payment retries and send email links for card updates automatically. This functionality significantly reduces subscription churn by ensuring that payment issues are addressed promptly and efficiently. By automating these processes, organizations can focus on their core operations rather than getting bogged down in payment-related tasks. Since its inception in 2008, Chargent has gained the trust of thousands of organizations and millions of end users. Developed by AppFrontier LLC, a company based in San Francisco, Chargent continues to evolve, providing users with a reliable and effective payment solution that integrates seamlessly with Salesforce. This commitment to innovation and user satisfaction positions Chargent as a valuable asset for any organization looking to optimize its payment processing capabilities. **Average Rating:** 4.5/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Chargent?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 6.7/10 (Category avg: 8.7/10) - **Payments:** 6.7/10 (Category avg: 8.6/10) - **Management:** 6.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Chargent?** - **Seller:** [AppFrontier](https://www.g2.com/sellers/appfrontier) - **Company Website:** https://www.appfrontier.com - **Year Founded:** 2008 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2726450/ (23 employees on LinkedIn®) - **Phone:** +1-415-275-1115 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Non-Profit Organization Management - **Company Size:** 44% Mid-Market, 42% Small-Business #### What Are Chargent's Pros and Cons? **Pros:** - Connectivity (1 reviews) - Data Accuracy (1 reviews) - Easy Payments (1 reviews) - Security (1 reviews) - Tracking Ease (1 reviews) **Cons:** - Complex Processes (1 reviews) - Difficult Setup (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Chargent? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **seamless connectivity** of Chargent, facilitating secure real-time payment tracking across multiple gateways. - Users value the **accurate data tracking** of Chargent, ensuring real-time payments and secure processing. - Users value the **easy payments** feature of Chargent, appreciating the real-time tracking and secure processing it provides. - Users value the **secure payment processing** of Chargent, appreciating its real-time tracking of transactions. - Users appreciate the **real-time tracking of payments** with Chargent, ensuring efficient and secure transaction processing. **Cons:** - Users find the **complex setup process** of Chargent to be a significant drawback affecting usability. - Users find the **costly and complex setup** of Chargent to be a significant drawback in their experience. - Users highlight the **high costs and complex setup** of Chargent as significant drawbacks to its use. #### What Are Recent G2 Reviews of Chargent? **"[Chargent : A robust payment solution](https://www.g2.com/survey_responses/chargent-review-10682298)"** **Rating:** 4.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/chargent-review-10682298) --- **"[Reliable and easy payment processing in Salesforce](https://www.g2.com/survey_responses/chargent-review-5128916)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/chargent-review-5128916) --- ### 6. [AvidXchange](https://www.g2.com/products/avidxchange/reviews) AvidXchange is the AI-powered accounts payable (AP) and payments solution built for mid-market businesses. We combine AI that eliminates manual work with over 25 years of experience and data intelligence to get it right, so finance teams can move faster, pay smarter, and operate with complete confidence. Over 8,000 growth-driven businesses rely on AvidXchange to deliver greater efficiency, tighter control, and real-time visibility into their AP process and to execute millions of payments with accuracy and enhanced security through our proprietary payment network. For more information, visit avidxchange.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 324 **How Do G2 Users Rate AvidXchange?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Accounting:** 8.6/10 (Category avg: 8.7/10) - **Payments:** 8.2/10 (Category avg: 8.6/10) - **Management:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind AvidXchange?** - **Seller:** [AvidXchange](https://www.g2.com/sellers/avidxchange-2026-07-15) - **Company Website:** https://www.avidxchange.com/ - **Year Founded:** 2000 - **HQ Location:** Charlotte, NC - **Twitter:** @AvidXchange (2,657 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/avidxchange-inc- (1,697 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounts Payable, Accounts Payable Manager - **Top Industries:** Real Estate, Accounting - **Company Size:** 50% Mid-Market, 40% Small-Business #### What Are AvidXchange's Pros and Cons? **Pros:** - Ease of Use (71 reviews) - Invoicing (53 reviews) - Time-saving (34 reviews) - Efficiency (26 reviews) - Accounts Payable (23 reviews) **Cons:** - Poor Customer Support (32 reviews) - Delays (26 reviews) - Payment Issues (26 reviews) - Vendor Management (25 reviews) - Invoicing Issues (22 reviews) ### What Do G2 Reviewers Say About AvidXchange? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of AvidXchange, enhancing efficiency in accounts payable processes and user satisfaction. - Users appreciate the **efficient invoicing automation** of AvidXchange, streamlining AP workflows and enhancing visibility. - Users value the **time-saving capabilities** of AvidXchange, significantly reducing hours spent on accounts payable tasks. - Users highlight the **efficiency** of AvidXchange, significantly streamlining their accounts payable and invoicing processes. - Users value the **streamlined accounts payable automation** of AvidXchange, enhancing efficiency and control in invoicing processes. **Cons:** - Users report **poor customer support** , often facing unresolved issues and delays in response from AvidXchange's team. - Users frequently experience **delays** in payment processing and customer support, impacting the overall efficiency of AvidXchange. - Users often face **payment issues** with AvidXchange, causing delays and requiring frequent support interactions for resolution. - Users face issues with **slow vendor payments** and limited options for payment methods in AvidXchange. - Users experience **invoicing issues** due to inaccurate indexing, leading to increased workload and inefficiencies in processing. #### What Are Recent G2 Reviews of AvidXchange? **"[Secure Payments and Increase in Value-Add Activities](https://www.g2.com/survey_responses/avidxchange-review-12954842)"** **Rating:** 5.0/5.0 stars *— Verified User in Real Estate* [Read full review](https://www.g2.com/survey_responses/avidxchange-review-12954842) --- **"[Centralized Invoice Workflow That Keeps Reviews and Grant Coding on Track](https://www.g2.com/survey_responses/avidxchange-review-12579678)"** **Rating:** 4.0/5.0 stars *— Marsha S.* [Read full review](https://www.g2.com/survey_responses/avidxchange-review-12579678) --- #### What Are G2 Users Discussing About AvidXchange? - [What is AvidXchange used for?](https://www.g2.com/discussions/what-is-avidxchange-used-for) - 1 comment ### 7. [Zenskar](https://www.g2.com/products/zenskar/reviews) Zenskar is an AI-Native Order-to-Cash platform that automates billing, revenue recognition, collections, and SaaS metrics for modern finance teams. Talk to Zenskar like a colleague. Ask questions, give instructions, get insights, and approve decisions through natural conversation without any technical complexity. The platform offers unlimited pricing flexibility to set up subscriptions, usage-based billing, or custom contracts without requiring developers. With 200+ plug-and-play integrations and comprehensive migration support, companies can implement Zenskar in weeks rather than months. Let your finance teams collaborate with AI instead of drowning in spreadsheets or waiting for developers, increasing efficiency without expanding headcount. **Average Rating:** 4.8/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Zenskar?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 9.7/10 (Category avg: 8.7/10) - **Payments:** 9.7/10 (Category avg: 8.6/10) - **Management:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Zenskar?** - **Seller:** [Zenskar](https://www.g2.com/sellers/zenskar) - **Year Founded:** 2022 - **HQ Location:** New York - **LinkedIn® Page:** https://www.linkedin.com/company/zenskar/ (97 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 34% Small-Business #### What Are Zenskar's Pros and Cons? **Pros:** - Billing Efficiency (49 reviews) - Automation (47 reviews) - Integrations (44 reviews) - Ease of Use (35 reviews) - Easy Integrations (35 reviews) **Cons:** - Bug Issues (6 reviews) - Software Bugs (6 reviews) - Difficult Learning (3 reviews) - Learning Curve (3 reviews) - Missing Features (3 reviews) ### What Do G2 Reviewers Say About Zenskar? *AI-generated summary from verified user reviews* **Pros:** - Users value Zenskar for its **billing efficiency** , ensuring timely and accurate invoicing that streamlines their sales processes. - Users praise Zenskar for its **seamless automation** , simplifying billing and revenue recognition with exceptional integration. - Users value the **sophisticated integrations** of Zenskar, which streamline billing and automate processes seamlessly across platforms. - Users appreciate the **ease of use** in Zenskar, highlighting its intuitive UI and seamless integrations. - Users praise Zenskar for its **easy integrations** with various platforms, streamlining billing and enhancing operational efficiency. **Cons:** - Users report some **minor bug issues** with Zenskar, but the support team resolves them promptly and effectively. - Users experience **minor software bugs** , but appreciate the quick resolutions provided by Zenskar's support team. - Users highlight a **difficult learning curve** with Zenskar, but appreciate the responsive support and eventual ease of use. - Users note a **slight learning curve** with Zenskar, but appreciate the responsive support in overcoming it. - Users note the **lack of ready dashboards** and misleading claims, affecting functionality and expected reporting capabilities. #### What Are Recent G2 Reviews of Zenskar? **"[Highly recommended for complex multi-subsidiary billing challenges](https://www.g2.com/survey_responses/zenskar-review-12103097)"** **Rating:** 5.0/5.0 stars *— Anuj G.* [Read full review](https://www.g2.com/survey_responses/zenskar-review-12103097) --- **"[Flexible billing for any pricing model without engineering hacks](https://www.g2.com/survey_responses/zenskar-review-13116882)"** **Rating:** 5.0/5.0 stars *— Prasanna K.* [Read full review](https://www.g2.com/survey_responses/zenskar-review-13116882) --- ### 8. [Fiskl Accounting](https://www.g2.com/products/fiskl-accounting/reviews) Discover Fiskl: The All-In-One AI-Powered Finance Management and Accounting App for Small Businesses Managing your small business finances doesn't have to be painful and time-consuming. Fiskl makes it easy with a comprehensive suite of accounting, invoicing, reporting, and financial tools tailored for entrepreneurs' needs. Trusted by over 70,000 SMEs globally, Fiskl provides award-winning financial management accessible anywhere via mobile. Key features include: 🔹 Full Accounting Capabilities: Fiskl delivers complete double-entry accounting covering invoicing, bank/credit card connections, expense tracking, reconciliation, financial statements, and more. 🔹 AI-Powered Automation: Our proprietary auto-categorization engine uses AI to automatically categorize transactions, match transfers, and reconcile accounts, saving hours of manual work. 🔹 Mobile Apps: Our iOS and Android apps enable managing finances on the go with full accounting on mobile - a must for today's businesses. 🔹 Multi-Currency: Advanced multi-currency support across 168 currencies with automated reconciliation of foreign transactions. 🔹 Global Tax Handling: Built-in tax compliance for 100+ countries with automated VAT calculations and reporting. 🔹 Multi-Language Invoicing: Create professional invoices in over 60 languages to smoothly communicate with international clients. 🔹 Extensive Payment Options: Fiskl integrates with leading payment gateways like Stripe, PayPal, Apple Pay, and many more. 🔹 Bank Feeds & Sync: Automatically import transactions from over 21,000 banks globally into accounting via bank feeds and our syncing engine. 🔹 Custom Reporting: Build fully customizable financial statements with drag-and-drop simplicity to track KPIs for your business. 🔹 Collaboration: Client portals allow sharing invoices and accounting visibility with your customers and accountant. 🔹 API & Integrations: Fiskl APIs enable connecting other tools like POS systems, e-commerce platforms, and CRMs. 🔹 Suitable for Any Industry: Users range from freelancers to retail stores to agencies - Fiskl caters to all types of small businesses. With Fiskl's automation, mobile access, seamless global coverage, and intuitive design, you can say goodbye to accounting hassles. Instead of juggling spreadsheets, enjoy insightful financial overviews in minutes via desktop or mobile. Join the thousands of entrepreneurs who have made the switch to Fiskl. Sign up today and take control of your business finances! **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Fiskl Accounting?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Fiskl Accounting?** - **Seller:** [Fiskl Limited](https://www.g2.com/sellers/fiskl-limited) - **Year Founded:** 2014 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/fiskl/about (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Recent G2 Reviews of Fiskl Accounting? **"[Simple, User friendly and powerful App](https://www.g2.com/survey_responses/fiskl-accounting-review-5023487)"** **Rating:** 5.0/5.0 stars *— Thanushka I.* [Read full review](https://www.g2.com/survey_responses/fiskl-accounting-review-5023487) --- **"[Great app for small businesses](https://www.g2.com/survey_responses/fiskl-accounting-review-4954734)"** **Rating:** 5.0/5.0 stars *— Verified User in Public Relations and Communications* [Read full review](https://www.g2.com/survey_responses/fiskl-accounting-review-4954734) --- #### What Are G2 Users Discussing About Fiskl Accounting? - [What is Fiskl used for?](https://www.g2.com/discussions/what-is-fiskl-used-for) ### 9. [MonetizeNow](https://www.g2.com/products/monetizenow/reviews) MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly. **Average Rating:** 4.9/5.0 **Total Reviews:** 40 **How Do G2 Users Rate MonetizeNow?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind MonetizeNow?** - **Seller:** [MonetizeNow](https://www.g2.com/sellers/monetizenow) - **Company Website:** https://monetizenow.io - **Year Founded:** 2021 - **HQ Location:** Santa Clara, CA - **Twitter:** @MonetizeNowIo (38 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/monetizenow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 57% Mid-Market, 35% Small-Business #### What Are MonetizeNow's Pros and Cons? **Pros:** - Customer Support (12 reviews) - Ease of Use (12 reviews) - Efficiency (7 reviews) - Helpful (7 reviews) - Billing Efficiency (6 reviews) **Cons:** - Missing Features (8 reviews) - Difficult Customization (5 reviews) - Limitations (3 reviews) - System Limitations (3 reviews) - Complexity (2 reviews) ### What Do G2 Reviewers Say About MonetizeNow? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive support** from MonetizeNow, consistently getting proactive help and quick answers to their needs. - Users value the **ease of use** of MonetizeNow, appreciating its intuitive UI and responsive support team. - Users value the **significant efficiency gains** from MonetizeNow, simplifying complex tasks and enhancing overall productivity. - Users value the **exceptional support** from MonetizeNow, appreciating their responsiveness and problem-solving approach. - Users value the **billing efficiency** of MonetizeNow, appreciating its automation and excellent support during implementation. **Cons:** - Users note **missing features** in MonetizeNow, requiring heavy customization and still awaiting essential updates and bug fixes. - Users find the **difficult customization** process challenging, especially for complex billing and configuration needs. - Users find it frustrating that **current usage data cannot be pulled** , complicating reporting and analysis tasks. - Users find **system limitations** frustrating, as current features don't meet complex billing needs and lack detail. - Users find the **complexity of implementation** challenging, especially those without coding experience in configuring pricing rules. #### What Are Recent G2 Reviews of MonetizeNow? **"[Reliable Billing with Stellar Support](https://www.g2.com/survey_responses/monetizenow-review-12304886)"** **Rating:** 5.0/5.0 stars *— Margot B.* [Read full review](https://www.g2.com/survey_responses/monetizenow-review-12304886) --- **"[MonetizeNow Streamlines Contracts with Best-in-Class Customer Success](https://www.g2.com/survey_responses/monetizenow-review-12209417)"** **Rating:** 5.0/5.0 stars *— Payton M.* [Read full review](https://www.g2.com/survey_responses/monetizenow-review-12209417) --- ### 10. [LogiSense](https://www.g2.com/products/logisense/reviews) LogiSense is a cloud-based billing platform, specifically designed for today’s usage-based economy. Its built-in flexibility allows businesses to offer customers a wide variety of usage and subscription options; no configuration scenario is too complex. This ground-breaking subscription-based billing and real-time usage rating solution allows companies to diversify products and services, increase operational efficiency, exercise control over changes in the industry and, of course, enjoy a growing and satisfied customer base. LogiSense is an API-first platform based on a microservices architecture at scale, exposed via a transactional RESTful API interface. Features include advanced sharing and pooling and geographic zone-based pricing with deal-specific overrides, as well as automated contract enforcement which negates the manual review of each billing cycle. Learn how LogiSense can enrich your business. **Average Rating:** 4.6/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LogiSense?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 7.0/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind LogiSense?** - **Seller:** [LogiSense](https://www.g2.com/sellers/logisense) - **Year Founded:** 1998 - **HQ Location:** Cambridge, Ontario - **LinkedIn® Page:** https://www.linkedin.com/company/56039/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 42% Mid-Market, 32% Small-Business #### What Are Recent G2 Reviews of LogiSense? **"[Partnership in Billing - for when it just needs to work.](https://www.g2.com/survey_responses/logisense-review-5132359)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/logisense-review-5132359) --- **"[Very versatile tool.](https://www.g2.com/survey_responses/logisense-review-4572533)"** **Rating:** 4.5/5.0 stars *— Paula M.* [Read full review](https://www.g2.com/survey_responses/logisense-review-4572533) --- #### What Are G2 Users Discussing About LogiSense? - [What is LogiSense used for?](https://www.g2.com/discussions/what-is-logisense-used-for) ### 11. [Total Synergy](https://www.g2.com/products/synergy-aec/reviews) Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com **Average Rating:** 4.4/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Total Synergy?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Total Synergy?** - **Seller:** [Total Synergy](https://www.g2.com/sellers/total-synergy) - **Company Website:** https://totalsynergy.com - **Year Founded:** 1999 - **HQ Location:** North Sydney, Australia - **Twitter:** @totalsynergy (468 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/203382/ (67 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Civil Engineering, Architecture & Planning - **Company Size:** 77% Small-Business, 13% Mid-Market #### What Are Total Synergy's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Customer Support (2 reviews) - Project Management (2 reviews) - Project Tracking (2 reviews) - Task Tracking (2 reviews) **Cons:** - Billing Issues (1 reviews) - Cost Issues (1 reviews) - Expensive (1 reviews) - Integration Issues (1 reviews) - Lack of Integration (1 reviews) ### What Do G2 Reviewers Say About Total Synergy? *AI-generated summary from verified user reviews* **Pros:** - Users find Total Synergy's **ease of use** remarkable, streamlining project management and enhancing daily workflows effortlessly. - Users praise the **amazing customer support** of Total Synergy, enhancing their overall experience and project management. - Users value the **user-friendly interface** of Total Synergy, making project management tasks easier and more efficient. - Users appreciate the **effective project tracking** of Total Synergy, streamlining management and reducing workload significantly. - Users appreciate the **efficient task tracking** of Total Synergy, simplifying project management and reducing workload significantly. **Cons:** - Users express concerns about **high billing issues** with the Enterprise version of Total Synergy affecting long-term use. - Users express concern about the **high cost** of Total Synergy, potentially impacting long-term usage decisions. - Users point out the **high cost** of Total Synergy, raising concerns about long-term usage after the first year. - Users note the **integration issues** between Total Synergy and Xero, limiting seamless communication between the two systems. - Users find the **lack of integration** between Total Synergy and Xero limits seamless data exchange and workflow efficiency. #### What Are Recent G2 Reviews of Total Synergy? **"[Well-Designed for Breaking Down Complex, Technical Projects](https://www.g2.com/survey_responses/total-synergy-review-12866139)"** **Rating:** 4.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12866139) --- **"[Quick, Easy Revenue Forecasting with Incredible Help Desk Support](https://www.g2.com/survey_responses/total-synergy-review-12611012)"** **Rating:** 4.0/5.0 stars *— Jennifer C.* [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12611012) --- ### 12. [mHelpDesk](https://www.g2.com/products/mhelpdesk/reviews) Win more jobs with mhelpDesk. Get organized and grow your business with mHelpDesk. 10,000+ businesses have already made the switch. **Average Rating:** 4.0/5.0 **Total Reviews:** 131 **How Do G2 Users Rate mHelpDesk?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 10.0/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind mHelpDesk?** - **Seller:** [mHelpDesk](https://www.g2.com/sellers/mhelpdesk) - **HQ Location:** Fairfax, VA - **Twitter:** @mHelpDesk (1,448 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1409167/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Education Management - **Company Size:** 44% Small-Business, 34% Mid-Market #### What Are mHelpDesk's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - User-Friendly (1 reviews) **Cons:** - Feature Limitations (1 reviews) - Integration Issues (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) - Poor Support (1 reviews) ### What Do G2 Reviewers Say About mHelpDesk? *AI-generated summary from verified user reviews* **Pros:** - Users find mHelpDesk to be very **easy to use** , enhancing their overall satisfaction and experience with the product. - Users find mHelpDesk **user-friendly** , appreciating its ease of use and overall satisfaction with the software. **Cons:** - Users are frustrated by the **lack of features and integrations** , which limits the overall functionality of mHelpDesk. - Users face **integration issues** with mHelpDesk, struggling with limited features and inadequate support. - Users find the **missing features** in mHelpDesk limiting, particularly regarding integrations and support options. - Users report **poor customer support** from mHelpDesk, leading to frustration and unresolved issues. - Users struggle with **poor support** , feeling frustrated and neglected when seeking assistance with mHelpDesk. #### What Are Recent G2 Reviews of mHelpDesk? **"[Very Easy to Use—Love It](https://www.g2.com/survey_responses/mhelpdesk-review-12259973)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/mhelpdesk-review-12259973) --- **"[All encompassing system for scheduling, field reporting, and invoicing](https://www.g2.com/survey_responses/mhelpdesk-review-5316122)"** **Rating:** 4.5/5.0 stars *— Dave F.* [Read full review](https://www.g2.com/survey_responses/mhelpdesk-review-5316122) --- #### What Are G2 Users Discussing About mHelpDesk? - [What is mHelpDesk used for?](https://www.g2.com/discussions/what-is-mhelpdesk-used-for) ### 13. [Paymo](https://www.g2.com/products/paymo/reviews) Paymo is a complete time-tracking, project-management, and invoicing & payments solution for client-focused teams of up to 20 people. From task planning to payment, Paymo helps agencies and independent professionals deliver work on time, stay profitable, and manage projects without multiple tools. It is ideal for digital, creative, and marketing agencies, consulting businesses, and architecture firms. It allows you to manage client projects and business tasks, track work time, and invoice clients from one place, wherever you are. The primary focus of the software is helping teams track work time and manage projects from start to finish: - split projects into task lists and tasks and assign them to your employees or co-workers - automatically track work time at the office via web timer or on the go via mobile apps - submit and approve timesheets - keep everyone involved in a project up to date with what's happening through discussions - create customizable static and live reports and track business performance - store all the files related to the project - so everyone can access them anytime - visualize your team's work, eliminate bottlenecks, and reduce the idle time in your projects - keep track of time spent on all computer activities and allocate that time to projects - track expenses, generate estimates and invoices for the client, and get paid online - with milestones, the team knows when major project stages are due to be completed - save projects as templates and use them when you need to create a similar project - track project and client profitability **Average Rating:** 4.6/5.0 **Total Reviews:** 584 **How Do G2 Users Rate Paymo?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 7.8/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Paymo?** - **Seller:** [Paymo](https://www.g2.com/sellers/paymo) - **Year Founded:** 2008 - **HQ Location:** Bihor, Romania - **Twitter:** @Paymo (3,121 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5368468/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 83% Small-Business, 11% Mid-Market #### What Are Paymo's Pros and Cons? **Pros:** - Time Tracking (5 reviews) - Intuitive (4 reviews) - Invoicing (3 reviews) - Progress Tracking (3 reviews) - Time-saving (3 reviews) **Cons:** - Poor Customer Support (3 reviews) - App Functionality (2 reviews) - Integration Issues (2 reviews) - Lack of Customization (2 reviews) - Limited Features (2 reviews) ### What Do G2 Reviewers Say About Paymo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **precise time tracking** of Paymo, which simplifies billing and enhances productivity monitoring effectively. - Users find Paymo's interface **intuitive and effortless to learn** , enhancing their task management and productivity experience. - Users appreciate the **customizable and intuitive invoicing** features of Paymo, which simplify billing and enhance productivity. - Users value the **progress tracking** feature of Paymo, which enhances project management and simplifies productivity insights. - Users value the **time-saving features** of Paymo, enhancing billing and productivity with intuitive tracking and invoicing. **Cons:** - Users express frustration with **poor customer support** from Paymo, often left without responses or timely assistance. - Users express frustration over **irreversible task deletion** and issues with unresponsive customer service and invoicing. - Users express frustration with **integration issues** , citing unresponsiveness and lack of customization from Paymo's support team. - Users find a **lack of customization** in Paymo, limiting options and features for tailored user experience. - Users express frustration over **limited features** , particularly missing dark mode and customization options in Paymo. #### What Are Recent G2 Reviews of Paymo? **"[Has everything I need to organize my workflow](https://www.g2.com/survey_responses/paymo-review-11287195)"** **Rating:** 5.0/5.0 stars *— Verified User in Online Media* [Read full review](https://www.g2.com/survey_responses/paymo-review-11287195) --- **"[Paymo is easy to use and effective at what it does](https://www.g2.com/survey_responses/paymo-review-11115079)"** **Rating:** 4.5/5.0 stars *— Verified User in Graphic Design* [Read full review](https://www.g2.com/survey_responses/paymo-review-11115079) --- #### What Are G2 Users Discussing About Paymo? - [What is Paymo used for?](https://www.g2.com/discussions/what-is-paymo-used-for) - [What are some unique features of project management software?](https://www.g2.com/discussions/paymo-what-are-some-unique-features-of-project-management-software) - [How do you use paymo?](https://www.g2.com/discussions/how-do-you-use-paymo) - [Is paymo free?](https://www.g2.com/discussions/is-paymo-free) - 3 comments - [What is paymo?](https://www.g2.com/discussions/what-is-paymo) ### 14. [Express Invoice](https://www.g2.com/products/express-invoice/reviews) Express Invoice Free Invoicing Software for Windows is a complete and easy invoicing system. This easy to use invoicing software manages and tracks your billing on Windows. You can use Express Invoice to create invoices, quotes, and orders. You can also add multiple users and enable remote web access. Express Invoice Free allows you to create invoices that can be printed, emailed, or faced directly to the recipient. The reporting feature allows you to keep track of payments, overdue accounts, sales performance, and more. Express Invoice Free Invoicing Features: \* Easily create quotes, orders, and invoices \* Customize text, logo, heading, and more \* Send or save files as PDF \* Email and fax directly from application \* Automatically send out statements to customers \* Supports multiple tax rates \* Reporting feature including accounting, sales, unpaid invoices, and more \* Secure mobile web access **Average Rating:** 4.4/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Express Invoice?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 8.1/10 (Category avg: 8.7/10) - **Payments:** 7.3/10 (Category avg: 8.6/10) - **Management:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Express Invoice?** - **Seller:** [NCH Software](https://www.g2.com/sellers/nch-software) - **Year Founded:** 1993 - **HQ Location:** Greenwood Village, CO - **Twitter:** @nchsoftware (9,910 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/285305/ (79 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 85% Small-Business, 15% Mid-Market #### What Are Recent G2 Reviews of Express Invoice? **"[Simplicity and comfort](https://www.g2.com/survey_responses/express-invoice-review-9051757)"** **Rating:** 4.5/5.0 stars *— Miguel Ángel A.* [Read full review](https://www.g2.com/survey_responses/express-invoice-review-9051757) --- **"[Invoicing Gets Easy with Express Invoice!](https://www.g2.com/survey_responses/express-invoice-review-8844656)"** **Rating:** 5.0/5.0 stars *— Prabhjit S.* [Read full review](https://www.g2.com/survey_responses/express-invoice-review-8844656) --- #### What Are G2 Users Discussing About Express Invoice? - [What is Express Invoice Plus?](https://www.g2.com/discussions/express-invoice-what-is-express-invoice-plus) - [What is Express Invoice Plus?](https://www.g2.com/discussions/what-is-express-invoice-plus) - [Is Express Invoice really free?](https://www.g2.com/discussions/is-express-invoice-really-free) - 1 comment - [What are the unique features of billing software?](https://www.g2.com/discussions/express-invoice-what-are-the-unique-features-of-billing-software) - [What are the features of an invoice?](https://www.g2.com/discussions/what-are-the-features-of-an-invoice) ### 15. [Multiview ERP](https://www.g2.com/products/multiview-erp/reviews) Discover Multiview ERP. For over 30 years, we've been redefining ERP solutions for organizations from startups to Fortune 500 companies across 40+ industries. A Cloud ERP platform is built by accountants, for accountants. Our enterprise resource planning software provides a single point of truth within your organization, enabling visibility across divisional, regional, or product line silos. Our goal? To transform your financial processes with unparalleled ease and efficiency. **Average Rating:** 4.2/5.0 **Total Reviews:** 222 **How Do G2 Users Rate Multiview ERP?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.1/10 (Category avg: 8.7/10) - **Payments:** 7.4/10 (Category avg: 8.6/10) - **Management:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Multiview ERP?** - **Seller:** [Multiview Financial](https://www.g2.com/sellers/multiview-financial) - **Year Founded:** 1990 - **HQ Location:** Ottawa, ON - **Twitter:** @multiviewcorp (147 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/8752179/ (129 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Hospital & Health Care, Accounting - **Company Size:** 79% Mid-Market, 16% Small-Business #### What Are Multiview ERP's Pros and Cons? **Pros:** - User-Friendly (6 reviews) - Detailed Information (5 reviews) - Reporting (5 reviews) - Customization (4 reviews) - Efficiency (4 reviews) **Cons:** - Slow Loading (5 reviews) - Time-Consuming (4 reviews) - Error Handling (3 reviews) - Upload Issues (3 reviews) - Complex Reporting (2 reviews) ### What Do G2 Reviewers Say About Multiview ERP? *AI-generated summary from verified user reviews* **Pros:** - Users find Multiview **very user-friendly** , appreciating its ease of use and functionality, especially with multiple screens open. - Users find that Multiview provides **efficiency and user-friendliness** , streamlining financial processes and data management. - Users value the **customizable reporting features** of Multiview ERP, enhancing flexibility and user experience. - Users value the **extreme flexibility and customization** of Multiview ERP, enhancing their user experience and reporting capabilities. - Users value the **efficiency** of Multiview ERP, enabling smooth workflows and streamlined processes for daily tasks. **Cons:** - Users experience **slow loading** times with Multiview ERP, causing delays in logging in and data retrieval. - Users find the **time-consuming setup** process frustrating, affecting their overall efficiency and experience with Multiview ERP. - Users often face **error handling issues** with Multiview ERP, making it frustrating to resolve problems efficiently. - Users often face **upload issues** and experience slow logins, leading to a frustrating overall experience. - Users face challenges with **complex reporting** , finding the process cumbersome and the interface confusing at times. #### What Are Recent G2 Reviews of Multiview ERP? **"[Recently started using Multiview in our facility. Some things are user friendly, but after upgrade.](https://www.g2.com/survey_responses/multiview-erp-review-11720124)"** **Rating:** 4.0/5.0 stars *— Emily B.* [Read full review](https://www.g2.com/survey_responses/multiview-erp-review-11720124) --- **"[Finance Director Review](https://www.g2.com/survey_responses/multiview-erp-review-10614221)"** **Rating:** 5.0/5.0 stars *— Korlynn A.* [Read full review](https://www.g2.com/survey_responses/multiview-erp-review-10614221) --- #### What Are G2 Users Discussing About Multiview ERP? - [What is Multiview ERP used for?](https://www.g2.com/discussions/what-is-multiview-erp-used-for) - [What does Multiview Financials do?](https://www.g2.com/discussions/what-does-multiview-financials-do) - [How much is Multiview?](https://www.g2.com/discussions/how-much-is-multiview) - [What is a multiview system?](https://www.g2.com/discussions/what-is-a-multiview-system) ### 16. [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews) OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team. **Average Rating:** 3.6/5.0 **Total Reviews:** 82 **How Do G2 Users Rate OfficeTools by CARET?** - **Has the product been a good partner in doing business?:** 6.2/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 7.4/10 (Category avg: 8.6/10) - **Management:** 7.3/10 (Category avg: 8.7/10) **Who Is the Company Behind OfficeTools by CARET?** - **Seller:** [CARET](https://www.g2.com/sellers/caret-891b58ed-205f-4e4e-a01f-a392a0b14764) - **Year Founded:** 1983 - **HQ Location:** San Diego, CA - **LinkedIn® Page:** https://www.linkedin.com/company/get-caret/ (362 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Accounting, Financial Services - **Company Size:** 97% Small-Business, 2% Enterprise #### What Are Recent G2 Reviews of OfficeTools by CARET? **"[Office Automation](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678)"** **Rating:** 5.0/5.0 stars *— Usman H.* [Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678) --- **"[Office Tools is a Game Changer - Updated June 29th 2022](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066)"** **Rating:** 4.0/5.0 stars *— Alessandro C.* [Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066) --- #### What Are G2 Users Discussing About OfficeTools by CARET? - [What do you like most about OfficeTools for practice management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-officetools-for-practice-management-and-what-could-be-improved) - [What is OfficeTools used for?](https://www.g2.com/discussions/what-is-officetools-used-for) ### 17. [InvoicePlane](https://www.g2.com/products/invoiceplane/reviews) InvoicePlane is a self-hosted open source application for managing quotes, invoices, clients and payments. **Average Rating:** 4.4/5.0 **Total Reviews:** 14 **How Do G2 Users Rate InvoicePlane?** - **Accounting:** 7.7/10 (Category avg: 8.7/10) - **Payments:** 9.4/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind InvoicePlane?** - **Seller:** [InvoicePlane Project](https://www.g2.com/sellers/invoiceplane-project) - **Year Founded:** 2014 - **HQ Location:** Berlin, Germany - **Twitter:** @InvoicePlane (336 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11678459/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 93% Small-Business, 7% Mid-Market #### What Are Recent G2 Reviews of InvoicePlane? **"[Convenient Way To Send Out and Manage Invoices](https://www.g2.com/survey_responses/invoiceplane-review-4731683)"** **Rating:** 4.5/5.0 stars *— Karl J.* [Read full review](https://www.g2.com/survey_responses/invoiceplane-review-4731683) --- **"[Excellent Invoicing for small/medium businesses](https://www.g2.com/survey_responses/invoiceplane-review-9017844)"** **Rating:** 4.0/5.0 stars *— Verified User in Primary/Secondary Education* [Read full review](https://www.g2.com/survey_responses/invoiceplane-review-9017844) --- #### What Are G2 Users Discussing About InvoicePlane? - [What is InvoicePlane used for?](https://www.g2.com/discussions/what-is-invoiceplane-used-for) ### 18. [Metaprise](https://www.g2.com/products/metaprise-metaprise/reviews) Our mission is to revolutionize financial management by providing advanced, AI-driven AR/AP solutions that empower businesses of all sizes to optimize cash flow, automate operations, and seamlessly manage global transactions. We strive to deliver innovative, end-to-end financial solutions that integrate effortlessly with existing systems, enhance security, and drive efficiency, enabling our clients to focus on growth and success in an increasingly complex and connected world. **Average Rating:** 4.8/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Metaprise?** - **Accounting:** 9.5/10 (Category avg: 8.7/10) - **Payments:** 9.7/10 (Category avg: 8.6/10) - **Management:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Metaprise?** - **Seller:** [Metaprise](https://www.g2.com/sellers/metaprise) - **Year Founded:** 2021 - **HQ Location:** New York, US - **Twitter:** @MetapriseLLC (493 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/metaprise-commerce-online-bank (49 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 17% Mid-Market #### What Are Metaprise's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Easy Payments (11 reviews) - Payment Processing (8 reviews) - Efficiency (5 reviews) - Security (5 reviews) **Cons:** - Technical Issues (3 reviews) - Data Management (2 reviews) - Delays (2 reviews) - Slow Performance (2 reviews) - Accuracy Issues (1 reviews) ### What Do G2 Reviewers Say About Metaprise? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Metaprise, enjoying its seamless interface and convenient payment options. - Users enjoy the **easy payments** process of Metaprise, enhancing convenience for managing transactions and subscriptions. - Users find Metaprise provides a **seamless and secure payment processing** experience, enhancing convenience for online transactions. - Users praise the **efficiency** of Metaprise for seamless payment processing and invoicing across international clients. - Users appreciate the **strong security measures** of Metaprise, enhancing their confidence in online transactions and protecting against issues. **Cons:** - Users report experiencing **website downtime** , leading to delays in transactions and frustration during use. - Users experience **memory management issues** with Metaprise, especially when the application is used intensively. - Users face **delays** due to website downtime and payment lags, impacting transaction efficiency and customer service. - Users experience **slow performance** in Metaprise, particularly with the mobile app and memory management issues during intensive use. #### What Are Recent G2 Reviews of Metaprise? **"[Reliable payment solutions](https://www.g2.com/survey_responses/metaprise-review-7927651)"** **Rating:** 4.5/5.0 stars *— Tom V.* [Read full review](https://www.g2.com/survey_responses/metaprise-review-7927651) --- **"[Interactive payment provider](https://www.g2.com/survey_responses/metaprise-review-7895022)"** **Rating:** 4.5/5.0 stars *— Kapil V.* [Read full review](https://www.g2.com/survey_responses/metaprise-review-7895022) --- ## What Is Billing Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Billing Software? - [Accounting Software](https://www.g2.com/categories/accounting) - [Subscription Management Software](https://www.g2.com/categories/subscription-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Billing Software? ### What You Should Know About Billing Software ### What is Billing Software? Billing and invoicing software provides a range of functionality that is critical to collecting revenue, the end goal for all successful businesses. These billing solutions may vary in breadth of capabilities or target different professions and business sizes, but each offers the ability to streamline and automate the invoice and billing workflow. Collecting payments from customers can be a struggle, so improving the billing process and increasing the ease of collection to help ensure timely payments is always beneficial. Billing software allows users to build an invoice that will eventually be sent to a customer to collect payment. Often, billing solutions offer pre-built invoice templates for users who are looking for basic, straightforward invoice layouts. They may also offer an invoice creator for companies interested in building out custom invoices, which can be branded and personalized to fit a company’s criteria. Once the invoice is built, users may choose to print and mail the invoice; however, online invoicing is more widely used in today’s business world. Users can set invoice reminders that alert the customer that a payment due date is approaching, making sure that they are aware of what they owe and helping get ahead of the collection process. Customers can reply to payment requests on the spot, either through a payment gateway or directly through the invoice, with a variety of different payment methods. This includes credit card or other forms of electronic payments, which can be set up to recur monthly or on a subscription basis. For project- and service-based companies, time tracking functionality is offered to record hours worked and to bill for those hours accordingly. Hourly rates can be adjusted based on the project or employee; expenses associated with said project and employee can be documented as well. Once that information is recorded, invoices can be sent and payments collected. Billing fits into the overall accounting software ecosystem, and is just one aspect of financial management. These solutions generally integrate with other accounting, ERP, or CRM tools for greater insights and transparency into business processes. As a business grows its customer base, billing software provides one central location for all invoice and collection needs, allowing businesses to stay organized and on top of their finances and overall revenue management. ### Why Use Billing Software? The reasons for using billing software appear simple at first; in actuality, billing solutions provide a breadth of advantages for accounting departments and businesses. The business problems that billing and invoice software solve range from basic organization of invoices, to automated collection, simpler record keeping and tracking, and even improved customer relations. **Improved Organization –** When a business has multiple customers, it can be challenging to keep track of all invoices. That’s where billing and invoice software comes in to play. Billing solutions provide one central location for all invoices, so accountants are never scrambling to find documentation surrounding paid or unpaid bills. This billing hub ensures that businesses can better keep track of all customers and where they stand with their payments. This helps businesses improve customer relationships through the ability to routinely follow up and request payments when they are due. It also helps accounts receivable departments track all incoming finances for better overall accounting. If a business is not using a payment management system, such as a billing and invoicing software, then accounting departments will be spending hours just attempting to organize invoices, let alone make sense of them. **Billing Automation –** Before billing automation, businesses would usually have to create invoices in a basic document creation software (such as Microsoft Word), print the invoice, and mail it to a customer. That customer would usually have to write a check and mail it back to the business. However, billing and invoice software allows users to automate this process from start to finish. Users can create invoices online and send them to customers instantly via email or a client portal. This online invoicing allows customers to then pay instantly through the application, and the business receives its money instantly. This automation saves businesses time and effort, and allows for increased tracking capabilities. The biggest business problem being solved with billing automation is attempting to eliminate late or missed payments by customers. By doing so, businesses can collect money on time and help improve revenue growth month over month, quarter over quarter, and year over year for increased valuation. **Easier Record Keeping and Tracking –** By integrating billing and invoice software with accounting software, users can easily keep track of end-to-end accounting records. Billing software specifically tracks all expenses and records from invoice creation to the payment by the customer. This provides more transparency for businesses and allows for accurate accounting through the end of the billing cycle. These solutions also provide insights into the financial standing of customers, which is a huge benefit when customers are set up for subscription billing. **Improved Customer Relations –** Sending prompt alerts for customers with outstanding balances is not only a good way to ensure timely payments; it is also a way to reach out and build customer relationships. One might believe that these notifications are agitating, but in reality, customers want to pay on time, so being proactive in this scenario is helpful. Additionally, client portals offer a way for accountants on both sides of the invoice to quickly converse as well as a way for companies to provide quick customer service. By staying on top of billing inquiries, businesses can maintain positive relationships with customers and receive timely payments. ### Who Uses Billing Software? Billing and invoicing software is used by a number of different employees within an organization. The main role that utilizes billing solutions are accountants. An accountant is a broad title, but often in-house accountants are in charge of accounts payable and accounts receivable, meaning they are required to collect payments from customers. Those specifically tasked with collection may be considered billing coordinators or collection specialists. Some larger enterprises may employ billing analysts to help forecast and budget based on billing and revenue history. For professional services, a project manager may be in charge of invoicing customers. This is done based on specific projects, how much time was spent on a project, and the hourly cost for the customer. The project manager may be tasked with working with the customer and ensuring timely payments come in, regardless of the progress of the project. In the health care world, medical billers and coders are in charge of collected outstanding payments. This is a much more complex and regulated form of billing collection due to insurance claims and the complications included with that side of the business. For smaller, private practices, the doctor or the office administrator may be in charge of filing insurance claims and collecting payments. Other practices may outsource to medical billing services. Small-business owners may be the ones in charge of collecting payments if the company is not large enough to have its own accounting team. Often, these users will have a small-business accounting tool that offers online invoicing and invoice templates. These solutions are built for those that do not have the expertise of accountants or collection specialists. ### Kinds of Billing Software **Medical billing software –** [Medical billing software](https://www.g2.com/categories/medical-billing) is used by hospitals, physicians’ offices, home health care facilities, and other medical institutions to create, distribute, and manage bills and invoices for the services they provide to patients. Due to the unique industry requirements of the medical industry, and to encourage compliance with medical privacy regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), it is recommended that medical institutions utilize [medical billing software solution](https://www.g2.com/categories/medical-billing) rather than more general billing and invoicing software that can be used across any industry. These tools offer specific functionality that is especially helpful to medical billers and coders, who need to code patient charts following treatment and initiate insurance claims. Medical billing tools are often set up to easily integrate with other tools that are fundamental to running a hospital or medical practice, such as [EHR tools](https://www.g2.com/categories/ehr) and [medical practice management software](https://www.g2.com/categories/medical-practice-management). Medical practice management tools also often include native billing and invoicing features, eliminating the need for a standalone medical billing tool. The decision of whether to use a standalone medical billing product or a medical practice management tool depends largely on the number of physicians, patients, and procedures conducted within the practice, with mid- to large-scale offices or practices being at the level of maturity to consider a more all-encompassing tool. **Legal billing software –** [Legal billing software](https://www.g2.com/categories/legal-billing) is a critical and foundational tool for any law firm. This software enables attorneys to calculate billable hours and generate invoices to ensure payment is being requested for services provided. Legal billing software can be used by lawyers working independently, entire law firms, or by legal departments within a larger organization. Law firms typically bill hourly, and as such time tracking features are important to look out for in this type of billing and invoicing software. These tools provide legal-focused billing features such as retainer-fee and split-fee functionality as well as the ability to create user standards based on the job role of the person whose time is being billed. Additionally, they provide native activity coding features that align directly with the American Bar Association’s uniform task-based activity codes. Automating the uniformity of billing information helps to more easily serve clients and companies who want to track legal cost benchmarks or more closely track legal expenses. What would have been a largely manual administrative task in the past, or with more general billing tools, becomes streamlined and automated with legal billing software. The type of legal billing software that is right for you or your business will largely depend on the type of legal operation you run. Solo practitioners, small firms, and large firms will all have varying needs when it comes to the features of legal billing and invoicing software. Legal billing features are often included in [legal practice management software](https://www.g2.com/categories/legal-practice-management), which provide tools to manage the daily operations of a law firm (including functionality for case management and client management, among other features) in addition to legal billing. **Billing software for small businesses –** In a small business, time is one of the most valuable resources, and accounting teams could always use more of it. Small businesses often rely on a single accountant, or small team, to manage billing and invoicing, accounts payable and receivable, and balancing the company’s general ledger, among myriad other tasks to keep finances in order. [Invoicing software for small business](https://www.g2.com/categories/billing?segment=small-business)can help ease some of the strain when it comes to streamlining billing and collection processes. To keep a small business afloat, efficient, closely monitored billing practices are a must. These tools frequently offer features for time tracking, invoice due dates and reminders, tax calculators, and more. These automations, templatized tasks, and reminders help a busy accountant who is potentially stretched thin. Invoicing software for small businesses is typically a point solution (a tool that only provides billing features), but there are also [small-business accounting tools](https://www.g2.com/categories/small-business-accounting) which introduce automations into a small business’ end-to-end financial management process, including the billing and collections process. There are a number of free invoicing software products, or products which offer a free trial, that can be beneficial to a smaller company that is just starting out and either doesn’t know the extent of tools needed or is looking to limit expenses. These offerings are typically stripped-down versions with a heavy focus on simplicity and ease of use. **Inventory-based billing software –** Companies that sell physical goods may want to consider purchasing an inventory-based billing software tool. As mentioned above, many billing software products are geared toward billing hours or for services. However, companies that maintain an inventory and sell goods may want to consider an inventory-based billing tool with features specific to their use case. ### Billing Software Features Billing and invoicing software features have many benefits; however, most tie back to the simple solution that these products help minimize late or missed payments, as well as optimize and automate the overall collection process. The following are all reasons why businesses should adopt billing software: **Invoice creation –** Billing software offers users easy and simple invoice creation, whereas prior to billing software, users were required to build out each invoice manually. Instead of this labor-intensive process, invoice templates in billing software enable fast and streamlined invoice creation. By providing pre-built invoice templates, users can quickly create an invoice to be sent off to a customer. If one wishes to customize an invoice, they can include a variety of personalized information, such as a logo, business address, company branded colors, and any other necessary information required in the form. Additional invoice information may include receipts to prove expenses and tax rates, among other fields. Each of these customizations helps make sure a business receives all the formal information required to bill a customer. **Online invoicing –** Prior to billing software, businesses had to not only manually create their invoices, but also send them through the mail. This would take a considerable amount of time and make collections for end of month, end of quarter, and end of year time consuming. If a business prefers to print out invoices and mail them, many products offer the ability to print; with the use of billing software, companies can instantly send over an invoice to a customer via online invoicing. This allows simultaneous invoicing to customers all over the world. Businesses can rapidly collect, because customers can submit payment directly through the invoice, no matter their location. This is particularly convenient for global businesses because billing software can record finance records in all currencies and convert to an overall total. The streamlining of the billing process is a major benefit for businesses and a key reason why companies choose billing software. **Automated reminders –** If a lawyer or a project manager has one client, it might not be a burden to call said client and inquire about paying bills every month; for businesses with hundreds or thousands of clients, it can be a major hassle. Billing software allows users to set up automated alerts that send reminders to customers before their payments are overdue. By setting up these automated alerts for all customers, the accounting team at a company never has to worry about remembering who they have or have not bugged to pay their bills. Additionally, no one has to take the time out of their day to call up and pester a customer for money. These automated reminders help ensure that a business misses less payments from its customers. **Estimates –** Similar to building invoices, many billing solutions allow users to build estimates through the use of pre-built templates and many customization options. The benefit of creating estimates inside billing software is that if the customer accepts the estimate, the user can turn the estimate into an invoice quickly and seamlessly, without having to recreate all the information on the invoice. By recording estimate history, businesses can track rates of acceptance and re-evaluate pricing and discounting tactics to optimize landing new business. **Recurring billing –** For long-term customers, businesses can use billing software to set up recurring payments that automatically charge customers in an agreed-upon cadence. If customers have submitted a credit card as preferred payment, it will automatically be run by the business at each correct date. This makes it easier for both the business and customer, since they can worry less about making and receiving the payment and rely on the software to do the work for them. For businesses that use a subscription-based revenue model, these solutions are often considered subscription management software; however, there is some overlap between the two. **Billable time tracking –** Instead of requiring users to record their billable hours in a spreadsheet or complementary solution, billing software often offers time tracking capabilities. This enables employees to record the exact hours that they work on specific projects and then bill at the rate appropriate to that service. This allows high-level insight into the project as a whole and how much it is costing the client. This functionality is used in PSA software, but offers additional project and resource management capabilities. **Flexible billing options –** The subscription management features within billing software enhance these solutions by easily offering different pricing package for certain customers and unique billing structures. These flexible pricing options make life easier on sales teams and accountants by providing reasoning, one-off value details, and the level of discount they are providing to customers as a whole. For professional services or project-based companies, these flexible billing options are very important. Administrators can set billing rates for specific employees or projects instead of having one standard rate across all business units. Additionally, businesses can opt to bill at certain milestones within the project, even if it is not complete. This is particularly convenient when expensing materials for the client. This flexible functionality is prevalent in PSA software. **Payment tracking and reporting –** When a business has alerted a customer of a required payment and they still do not follow through with their contractual agreements, billing software makes it easy to understand who is lapsing. Instead of digging through spreadsheets or books to know who has and has not paid during that payment period, billing software offers payment reports to get a quick view into customers at fault. Also, these payment reports can provide insights into who has possibly overpaid their invoice and has earned a credit, or which customers require a refund. **Revenue reporting –** Billing software can help businesses record and track revenue. Often, these solutions integrate with a CRM or accounting tool that helps track end-to-end financial details. By knowing which accounts have paid their bills and the overall financial standing of the company, businesses can build budgets, forecast, and give clear pictures into their revenue status. Billing data can feed into corporate performance management (CPM) tools to help conduct such projections. **Client portals –** Some billing solutions offer a client portal or a forum for accountants from both parties to communicate with each other to solve problems. Different departments are also provided a centralized location to view and understand billing details. Companies can make payment information and options clear to customers through the methods indicated by the billing software product. In addition to basic communication, a client portal provides a location for customers to see their entire transaction history and any outstanding payments. If a customer needs a copy of a particular invoice or receipt, instead of submitting a request for that document, they can simply download it from their portal. This saves time for both the business and customer. This transparency is also particularly beneficial for project managers who are billing a client for specific tasks or milestones, as well as tracking expenses. The client can have exact insight into the progress of the project and what they are being charged for. **Mobile billing –** Many billing solutions offer a mobile application so that users can send and receive invoices on the go. This is particularly helpful for service businesses, so that when a project or job is completed the employee can send an invoice immediately upon completion. By sending it from a mobile phone, the employee does not need to record the information after the fact; instead, they send the invoice and receive it on the spot. This is an invaluable time-saver for small businesses. ### Billing Software Trends The billing software industry has not taken many progressive steps in terms of innovation in recent years; however, some basic trends in the entire software world are relative to billing and invoicing software, including cloud-based and mobile applications, as well as integrations. In the future, billing solutions may include blockchain technology. Blockchain ledgers would help improve the speed of transactions from business to business. In addition, it would help security concerns by keeping the terms of a contract encrypted, as well as the amount of the transaction private. Blockchain may help billing users optimize ledger recordings by automating the step between billing and general ledger. The payment would be automatically put into a blockchain ledger and the information recorded. This would help improve financial close and make the life of accountants much easier at the end of months, quarters, and years. ### Potential Issues with Billing Software Any time a company is making transactions, there also runs a risk of error. For billing and invoicing software, these errors may come in a variety of different ways. **Failed Transactions –** One error may be a failed transaction, where the customer provides a payment but it does not go through. This may happen when the customer is light on cash or something much less concerning occurs, such as an expired credit card. Regardless, this can cause difficulties for accounting teams because they are not receiving the correct amount of funds on time. **Discounts and Promotions –** Many billing solutions provide flexible payment options, but if these are not communicated properly, customers may pay an incorrect amount. If a sales representative has given an incorrect discount, then this may cause errors. Fortunately, billing solutions usually display how much credit a customer has in the event of overpaying. **Automatic Billing Issues –** This is more likely to be a concern with subscription management software, but it is relevant to billing solutions as well. If a customer is signed up for automatic billing each month, but for some reason has insufficient funds in their account, then the automatic transaction would be rejected. This again becomes problematic when trying to collect funds by a certain date. Additionally, if a customer is unaware that they are enrolled in recurring billing and is subsequently charged, then they may be unhappy. ### Software and Services Related to Billing Software There are a number of related software categories that integrate and work in tandem with billing and invoice software. [Accounting software](https://www.g2.com/categories/accounting) is the most obvious of all billing integrations. By connecting billing and accounting software, companies can improve tracking and recording practices and further automate tedious accounting tasks. Smaller companies may choose to utilize [small-business accounting software](https://www.g2.com/categories/small-business-accounting) that offers all necessary accounting functionality for smaller shops, including invoice creation and online invoicing. Additionally, [ERP systems](https://www.g2.com/categories/erp-systems) may provide billing modules within the accounting solutions offered. [CRM](https://www.g2.com/categories/crm) systems can connect to billing solutions to provide insight into exact accounts and their billing history, as well as denote any outstanding payments they may have. This is convenient because it provides transparency across business units, aligning sales and accounting teams. Sales may also utilize [CPQ software](https://www.g2.com/categories/cpq), which can be impacted by billing in the sense that the quotes provided from a CPQ solution can be turned into an invoice. Again, this helps optimize processes for sales and accounting. For professional service companies, connecting [time tracking](https://www.g2.com/categories/time-tracking) and billing is critical because they frequently bill hourly. Providing insights into the amount of time an employee put into a specific project and how much they earned for the company based on that time tracking is a crucial business process. Often, time and billing capabilities are combined in [professional services automation (PSA) software](https://www.g2.com/categories/professional-services-automation), which can send invoices directly from the tool. Subscription management software offers recurring billing functionality for businesses that use a subscription model for revenue. These payments will be processed automatically. This is particularly convenient for e-commerce businesses that rely on yearly or monthly subscriptions.