# Best Billing Software for Small Business *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. ## How Many Billing Software Products Does G2 Track? **Total Products under this Category:** 757 ### Category Stats (May 2026) - **Average Rating**: 4.42/5 (↑0.01 vs Apr 2026) - **New Reviews This Quarter**: 324 - **Buyer Segments**: Small-Business 71% │ Mid-Market 25% │ Enterprise 5% - **Top Trending Product**: BaseBuilders (+0.374) *Last updated: May 18, 2026* ## How Does G2 Rank Billing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 32,000+ Authentic Reviews - 757+ 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. ## Top Billing Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NetSuite](https://www.g2.com/products/netsuite/reviews) | 4.1/5.0 (4,621 reviews) | End-to-end billing with customizable revenue recognition | "[Review NetSuite ERP](https://www.g2.com/survey_responses/netsuite-review-12772509)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,560 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Clean UI, Reliable Performance, and Great Value](https://www.g2.com/survey_responses/xero-review-12843003)" | | 3 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,778 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Great Bill Payment Platform](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619)" | | 4 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.4/5.0 (181 reviews) | PayPal-native invoicing with integrated payment collection | "[Fast, Professional Invoicing That Helps Clients Pay Faster](https://www.g2.com/survey_responses/paypal-invoicing-review-12757259)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,181 reviews) | Mobile invoicing with integrated payment collection | "[Seamless Payment Collection with Automation](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421)" | | 6 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (952 reviews) | Service-business invoicing with automated recurring billing | "[Straightforward Invoicing and Tracking with a Clean, Easy-to-Navigate Interface](https://www.g2.com/survey_responses/freshbooks-review-12668419)" | | 7 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (353 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Makes Finances Tracking & Bookkeeping Easy with Clear Cash-Flow Tracking](https://www.g2.com/survey_responses/zoho-invoice-review-12560947)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,917 reviews) | AI-coded invoice approval with ERP sync | "[Makes Approving Invoices Easy!](https://www.g2.com/survey_responses/stampli-review-11764454)" | | 9 | [Wave Invoicing](https://www.g2.com/products/wave-invoicing/reviews) | 4.6/5.0 (14 reviews) | Recurring invoicing with integrated payment collection | "[I <3 Wave](https://www.g2.com/survey_responses/wave-invoicing-review-7060148)" | | 10 | [Chargebee](https://www.g2.com/products/chargebee/reviews) | 4.4/5.0 (949 reviews) | — | "[Intuitive and Feature-Rich Billing Solution](https://www.g2.com/survey_responses/chargebee-review-12725103)" | ## Which Type of Billing Software Tools Are You Looking For? - [Billing Software](https://www.g2.com/categories/billing) *(current)* - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- **Sponsored** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bdisplayable_resource_id%5D=90&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=90&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&secure%5Bresource_id%5D=90&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbilling%3Fpage%3D36&secure%5Btoken%5D=3ec59e5f2cd4bbeef0019b45caf47d55cb0891c3c1ae89c7dd3f91603a821fe5&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Billing Software Software ### What does Billing software do? I frame Billing software as the system that turns products, services, subscriptions, projects, and usage into invoices customers can review and pay. Across the G2 feedback I analyzed, users connect this category with invoicing, recurring payments, quote-to-cash workflows, time tracking, estimates, contracts, payment links, customer records, accounting sync, and revenue recognition. These tools help teams create bills, apply the right charges, send reminders, collect payments, and keep billing activity tied to finance or customer systems. The category matters most when invoicing depends on too many spreadsheets, manual calculations, disconnected payment tools, and follow-up emails. ### Why do businesses use Billing software? The clearest pattern I saw in G2 reviews was time lost to manual invoicing and payment follow-up. Users want billing to move faster without losing accuracy across contracts, projects, subscriptions, or customer accounts. - **Faster invoice creation:** Reviewers often value tools that turn quotes, time entries, projects, orders, or customer data into invoices with less manual entry. - **Payment collection:** Users connect billing software with payment links, reminders, recurring payments, online payment options, and cleaner accounts receivable work. - **Time and project billing:** Service teams use billing tools to track billable hours, fixed-fee work, utilization, expenses, and client-level charges. - **Accounting alignment:** G2 reviewers often mention sync with systems like Xero, QuickBooks, NetSuite, or Salesforce when billing needs to match finance records. Pricing, invoice customization, slow performance, sync errors, reporting limits, support delays, and complex setup need close review. ### Who uses Billing software primarily? After reviewing G2 profiles, I found that Billing software supports a wider range of users than finance alone, including: - **Finance and accounting teams:** Create invoices, reconcile payments, manage AR, review revenue, and keep records audit-ready. - **Business owners and founders:** Send estimates, invoices, contracts, and payment requests without a large finance team. - **Project and service teams:** Track billable work, timesheets, expenses, fixed-fee projects, and client profitability. - **Revenue operations teams:** Connect quotes, contracts, subscriptions, renewals, and billing data across sales and finance. - **Administrators and office managers:** Manage customer records, payment status, reminders, templates, and billing workflows. ### What types of Billing software should I consider? When I compare G2 review themes, Billing tools are classified by how a business charges customers and how closely billing needs to connect with finance systems: - **Invoice and payment tools:** Suited to simple invoices, payment links, reminders, customer records, and small business billing. - **Subscription billing platforms:** Built around recurring charges, renewals, plan changes, proration, and customer billing cycles. - **Usage-based billing systems:** Useful for metered pricing, consumption data, credits, overages, and variable customer charges. - **Project and time billing tools:** Designed for agencies, consultants, and service teams that bill by hours, milestones, or fixed-fee work. - **Quote-to-cash platforms:** A strong match when quotes, contracts, invoices, payments, revenue recognition, and accounting need to stay connected. ### What are the core features to look for in Billing software? When I assessed this category against G2 review themes, the features that keep billing accurate, collectible, and connected to finance came down to a few core areas: - **Invoice generation and customization:** Teams need templates, line items, tax fields, discounts, contract details, branding, and flexible invoice layouts. - **Recurring and usage-based billing:** Subscriptions, renewals, proration, metered usage, credits, overages, and plan changes should be manageable without manual recalculation. - **Payment and collection controls:** Payment links, reminders, auto-pay, partial payments, refunds, customer portals, and dunning support help reduce unpaid invoices. - **Accounting and revenue sync:** Billing data should connect with accounting, ERP, CRM, tax, and revenue recognition systems without constant exports. - **Reporting and audit visibility:** AR aging, invoice status, cash collection, revenue reports, customer balances, and change history need clear tracking. ### What trends are shaping Billing software right now? From the G2 themes and market signals I reviewed, several shifts are making billing more complex and more connected to downstream finance work: - **Hybrid pricing is making billing more complex:** Companies are combining subscriptions, usage charges, credits, overages, and multi-year agreements in the same billing motion. - **Usage-based billing is moving closer to revenue recognition:** Finance teams need usage, invoicing, and recognized revenue to line up without month-end spreadsheet fixes. - **E-invoicing is becoming a compliance requirement:** Structured invoice data, real-time tax reporting, and country-specific mandates are making invoice automation harder to treat as optional. - **AI monetization is changing billing design:** AI products are pushing billing teams to price around usage, credits, seats, and changing cost patterns. - **Quote-to-cash is becoming more connected:** Billing is moving closer to quoting, contracts, collections, revenue recognition, and customer account data. ### How should I choose Billing software? Looking across G2 feedback, I suggest starting with the charge type that creates the most billing work today. Service businesses should prioritize time tracking, project billing, expenses, invoice templates, and client-level reporting. Subscription or SaaS teams need stronger recurring billing, usage handling, proration, dunning, and revenue recognition support. Companies with heavier finance needs should review ERP or accounting sync, audit history, tax handling, payment status, and reporting depth. I also advise checking invoice customization, support quality, sync reliability, pricing structure, and performance because G2 reviewers often tie those details to how well billing holds up once volume grows. --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [Xero](https://www.g2.com/products/xero/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,560 **Product Description:** Xero is a cloud-based accounting software solution designed to help small business owners and accounting professionals manage their financial operations efficiently. With a user-friendly interface and a focus on automation, Xero enables users to streamline their bookkeeping processes, allowing them to concentrate on growing their businesses rather than getting bogged down by administrative tasks. Targeted primarily at small businesses, Xero caters to a diverse audience that includes entrepreneurs, freelancers, and accounting firms. The platform is particularly beneficial for those who seek to simplify financial management while ensuring compliance with regional tax regulations. Xero's innovative features, such as JAX (Just Ask Xero), an AI financial superagent, enhance the user experience by providing real-time insights and automating routine tasks. This allows users to create quotes, send invoices, and reconcile bank transactions through natural language commands, making financial management more accessible and efficient. One of the key features of Xero is its ability to automate data ingestion from various sources, including banks and e-commerce platforms. This functionality significantly reduces the time spent on manual data entry, with many users reporting an average savings of six hours per month. Additionally, Xero's smart bank reconciliation adapts to user patterns, simplifying the bookkeeping process to a straightforward click-to-confirm operation. This level of efficiency not only saves time but also enhances accuracy in financial reporting. Xero also prioritizes cash flow management, a critical aspect for any business. Users can create customizable online invoices equipped with integrated "Pay Now" buttons, which facilitate faster payments. Coupled with automated payment reminders, Xero helps businesses reduce the time spent on collections, allowing them to focus on revenue generation. Furthermore, Xero's tools are designed to simplify tax compliance across various jurisdictions, making it easier for users to navigate the complexities of tax regulations. The platform is supported by a robust ecosystem of over 1,000 third-party applications and a global directory of certified accountants and bookkeepers. This connectivity ensures that users have access to specialized tools for inventory management, customer relationship management, and financial advice tailored to their specific needs. With a customer support team rated highly by new users, Xero provides the assurance and assistance necessary for businesses to operate confidently in their financial endeavors. ### What Do G2 Reviewers Say About Xero? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of Xero, making complex accounting tasks feel effortless and stress-free. - Users love the **simple invoicing and tracking** features of Xero, streamlining payment processes and enhancing efficiency. - Users highly value Xero's **effortless transaction management** , streamlining invoicing and payment tracking for improved efficiency. - Users value Xero for its **efficiency** , simplifying financial management and saving time with automatic features and intuitive design. - Users love Xero for its **simple invoicing and payment tracking** , making financial management quick and efficient. **Cons:** - Users find the **missing features** in Xero limiting, especially for advanced reporting and project tracking needs. - Users find **limited options for reporting flexibility** in Xero, needing third-party tools for complex sales analysis. - Users find the **limited customization** options in Xero hinder their ability to generate detailed sales reports and forecasts. - Users find the **limited reporting options** in Xero hinder deep analysis, disrupting workflows and causing extra manual work. - Users criticize the **poor customer support** of Xero, highlighting slow response times and lack of immediate assistance. #### Key Features - Ease of Creating Expense Reports - Invoice Creation and Delivery - Customization - Tags / Dimensions - Collections Automation #### What Are Recent G2 Reviews of Xero? **"[Clean UI, Reliable Performance, and Great Value](https://www.g2.com/survey_responses/xero-review-12843003)"** **Rating:** 5.0/5.0 stars *— Livia L.* [Read full review](https://www.g2.com/survey_responses/xero-review-12843003) --- **"[Effortless Bookkeeping on the Go with Xero](https://www.g2.com/survey_responses/xero-review-12766773)"** **Rating:** 5.0/5.0 stars *— Lisa G.* [Read full review](https://www.g2.com/survey_responses/xero-review-12766773) --- #### What Are G2 Users Discussing About Xero? - [What is Xero used for?](https://www.g2.com/discussions/what-is-xero-used-for) - 3 comments - [Is Xero easy to use?](https://www.g2.com/discussions/is-xero-easy-to-use) - 2 comments - [What are the features of accounting software?](https://www.g2.com/discussions/xero-what-are-the-features-of-accounting-software) ### 2. [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 181 **Product Description:** PayPal Invoicing is a specialized invoicing solution designed to assist users in creating and managing professional invoices efficiently. This tool caters to businesses and freelancers who require a streamlined process for billing clients, regardless of whether those clients have a PayPal account. By simplifying the invoicing process, PayPal Invoicing allows users to focus on their core activities while ensuring timely payments. Targeted primarily at small to medium-sized businesses, freelancers, and service providers, PayPal Invoicing serves a diverse audience that values efficiency and professionalism in their billing practices. It is particularly beneficial for those who manage multiple clients or projects and need a reliable way to track payments and outstanding invoices. The platform supports various use cases, including one-time services, recurring billing for ongoing contracts, and customizable invoicing for unique client needs. One of the key features of PayPal Invoicing is its ability to create customizable templates and data fields. This flexibility allows users to tailor invoices to their specific requirements, making it easier for clients to understand the charges and for users to maintain accurate records for tax reporting purposes. Additionally, the option to set up recurring invoices simplifies the billing process for ongoing services, ensuring that users do not miss out on payments for regular work. Another significant advantage of PayPal Invoicing is its efficiency in facilitating payments. According to PayPal data, 78% of all payments made through PayPal Invoicing are completed within one day of the invoice being sent. This rapid payment turnaround can significantly enhance cash flow for businesses, allowing them to reinvest in their operations or manage expenses more effectively. Furthermore, the service is free to create and send invoices, with fees only applicable when payments are received, making it a cost-effective solution for managing invoicing needs. Overall, PayPal Invoicing stands out in the invoicing category due to its user-friendly interface, customizable options, and rapid payment processing capabilities. By providing a comprehensive invoicing solution that caters to the needs of various users, it helps streamline financial transactions and improve overall business efficiency. ### What Do G2 Reviewers Say About PayPal Invoicing? *AI-generated summary from verified user reviews* **Pros:** - Users find **PayPal Invoicing incredibly easy to use** , facilitating quick invoice creation and prompt client payments. - Users love the **fast and simple invoicing** process, enabling quick payments and professional branding for their businesses. - Users appreciate the **fast and simple invoicing** of PayPal Invoicing, enabling quicker payments and efficient financial tracking. - Users love the **fast and simple invoicing process** of PayPal Invoicing, which accelerates payment and enhances professionalism. - Users appreciate the **quick and reliable payment processing** of PayPal Invoicing, significantly enhancing their invoicing efficiency. **Cons:** - Users find PayPal Invoicing **expensive** due to high transaction fees, impacting small businesses and freelancers adversely. - Users dislike the **high transaction fees** of PayPal Invoicing, which can burden small businesses and freelancers. - Users find the **limited customization** of PayPal Invoicing restricts branding and design options for invoices. - Users express concerns about **transaction and currency conversion fees** that impact budgeting and client satisfaction. - Users face **invoicing issues** , including slow loading times, high fees, and limited customization options affecting their experience. #### Key Features - ERP - Status - Templates - Consolidation - Accounting #### What Are Recent G2 Reviews of PayPal Invoicing? **"[Fast, Professional Invoicing That Helps Clients Pay Faster](https://www.g2.com/survey_responses/paypal-invoicing-review-12757259)"** **Rating:** 4.0/5.0 stars *— Christopher K.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-12757259) --- **"[Easy Invoicing with Secure Payments and a Professional Touch](https://www.g2.com/survey_responses/paypal-invoicing-review-12691410)"** **Rating:** 4.5/5.0 stars *— Josh L.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-12691410) --- #### What Are G2 Users Discussing About PayPal Invoicing? - [What is PayPal Invoicing used for?](https://www.g2.com/discussions/what-is-paypal-invoicing-used-for) - 1 comment - [What are the features of an invoice?](https://www.g2.com/discussions/paypal-invoicing-what-are-the-features-of-an-invoice) - [Is PayPal invoicing free?](https://www.g2.com/discussions/is-paypal-invoicing-free) - 2 comments, 1 upvote ### 3. [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,181 **Product Description:** Square Point of Sale is a powerful, flexible POS system built for every kind of business—from restaurants and retailers to salons and professional services. With Square POS, you can manage your entire operation from one place. Accept payments in person, online, or on the go. Track sales, inventory, and customer preferences in real time, and use built-in analytics to understand how your business is performing across every location and channel. Tailored solutions of every business. Square POS includes seven industry modes: Quick Service, Full Service, Bar, Retail, Bookings, Services, and Standard. Each mode includes features designed for your business type, including order management, KDS, and pre-authorized tabs for restaurants, appointment scheduling for beauty providers, invoices and estimates for service professionals, and inventory and vendor management for retailers. A POS that grows with your business. As your business evolves, Square POS adapts with you. Easily switch modes, add locations, or manage multiple concepts within one app. Square hardware works across every mode, from countertop setups to mobile readers, so you can take payments wherever your customers are. Simplify your operations. Square combines payments, hardware, and software in one unified platform. Accept all major payment types, including tap, chip, swipe, and digital wallets like Apple Pay and Google Pay. Get paid as soon as the next business day, with transparent pricing, no hidden fees, and no long-term contracts. Insights and tools that drive growth. Square POS includes built-in reports that track sales, customers, staff, and inventory in real time. Square AI delivers smart insights to help you make more informed business decisions. And with integrated tools like Square Marketing, Payroll, Banking, and Square Online, you can manage your entire business from one connected platform. Get started in minutes. Square POS is free to download and simple to set up. Train your team quickly and start accepting payments right away. Explore advanced features with a 30-day free trial, and upgrade anytime. Transparent pricing means you always know what you’ll pay—with no contracts or surprises. ### What Do G2 Reviewers Say About Square Point of Sale? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Square Point of Sale, noting its straightforward setup and intuitive navigation. - Users appreciate the **quick and easy payment processing** of Square Point of Sale, enhancing transaction efficiency and customization. - Users appreciate the **customization and automation capabilities** of Square Point of Sale for managing and tracking invoices effectively. - Users value the **ease of use** of Square Point of Sale, simplifying payment collection and management effectively. - Users find the **setup process quick and easy** , facilitating smooth integration for various business needs. **Cons:** - Users express concern over **high fees** associated with Square Point of Sale, which can significantly impact overall costs. - Users find the **processing fees and hardware costs** of Square Point of Sale prohibitively expensive, especially for larger businesses. - Users find **access limitations** frustrating, especially with account setups and reliance on stable internet for functionality. - Users feel the **missing features** limit customization and choice, impacting usability and pricing concerns. - Users express concerns about **upfront charges and processing fees** with Square Point of Sale, affecting overall cost-effectiveness. #### Key Features - Receipts - Loyalty Programs - Inventory Management - Digital Billing - Consolidation #### What Are Recent G2 Reviews of Square Point of Sale? **"[Seamless Payment Collection with Automation](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421)"** **Rating:** 5.0/5.0 stars *— Verified User in Events Services* [Read full review](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421) --- **"[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)"** **Rating:** 5.0/5.0 stars *— Jean R.* [Read full review](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472) --- #### What Are G2 Users Discussing About Square Point of Sale? - [What is Square Point of Sale used for?](https://www.g2.com/discussions/what-is-square-point-of-sale-used-for) - 1 comment - [What is Square Invoices used for?](https://www.g2.com/discussions/what-is-square-invoices-used-for) - 1 comment - [What is Square for Retail used for?](https://www.g2.com/discussions/what-is-square-for-retail-used-for) ### 4. [FreshBooks](https://www.g2.com/products/freshbooks/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 952 **Product Description:** FreshBooks is software that simplifies the complicated world of bookkeeping and accounting. With FreshBooks, you can run your billing, books, and payroll all from one platform—no complicated spreadsheets or convoluted software. With FreshBooks, you’ll save time and get peace of mind. • Run your billing, books, and payroll on the same platform. • Build invoices in seconds and get paid twice as fast. • Create reports that allow you to see the health of your business instantly. • Stay organized for tax time and compliant with tax regulations. • Collaborate with clients, manage billing, and track project profitability. ### What Do G2 Reviewers Say About FreshBooks? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of FreshBooks, appreciating its simplicity and user-friendly design tailored for small business owners. - Users love the **simplicity of invoice management** in FreshBooks, which streamlines their business processes and saves time. - Users value the **invoicing features** of FreshBooks, highlighting its ease and efficiency in managing finances seamlessly. - Users rave about FreshBooks' **exceptional customer support** , noting quick responses and outstanding assistance with any issues. - Users love FreshBooks for its **simple invoicing** that saves time while ensuring accuracy and ease of use. **Cons:** - Users find FreshBooks lacks **flexibility and crucial features** , impacting overall functionality and accessibility of important data. - Users express frustration over **invoicing issues** , particularly with lack of versatility and accessibility of past data after cancellation. - Users find FreshBooks to be **expensive** , particularly for solopreneurs needing extra features without hidden costs. - Users find FreshBooks has **limited features** , particularly in invoice versatility and client usability, hindering workflow efficiency. - Users express concern over **pricing issues** , noting annual rate increases and complications with invoices and tax elements. #### Key Features - Invoice Creation and Delivery - Customization - Invoice Customization - Inventory Reporting - Integration APIs #### What Are Recent G2 Reviews of FreshBooks? **"[Straightforward Invoicing and Tracking with a Clean, Easy-to-Navigate Interface](https://www.g2.com/survey_responses/freshbooks-review-12668419)"** **Rating:** 4.5/5.0 stars *— Urvish M.* [Read full review](https://www.g2.com/survey_responses/freshbooks-review-12668419) --- **"[Slick Invoicing and Time Tracking That Makes Billing Effortless](https://www.g2.com/survey_responses/freshbooks-review-12632716)"** **Rating:** 4.0/5.0 stars *— Jason W.* [Read full review](https://www.g2.com/survey_responses/freshbooks-review-12632716) --- #### What Are G2 Users Discussing About FreshBooks? - [What is FreshBooks used for?](https://www.g2.com/discussions/freshbooks-what-is-freshbooks-used-for) - 1 upvote - [How does FreshBooks work?](https://www.g2.com/discussions/how-does-freshbooks-work) - [Which is better QuickBooks or FreshBooks?](https://www.g2.com/discussions/which-is-better-quickbooks-or-freshbooks) ### 5. [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,778 **Product Description:** BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions. ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of BILL AP/AR, praising its organization and simplicity in processing invoices. - Users value the **easy payments** feature of BILL AP/AR, streamlining invoicing and enhancing remote bill management. - Users appreciate the **seamless integration** with QuickBooks Online and other workplace tools, enhancing workflow efficiency. - Users appreciate the **easy setup** of BILL AP/AR, enabling quick implementation and minimal training for staff. - Users find that BILL AP/AR significantly **saves time** , simplifying the payment process and enhancing workflow efficiency. **Cons:** - Users experience significant **payment issues** due to inflexible reporting and poor access to bank information. - Users find the **missing features** like discount terms for vendors frustrating, hoping for timely updates and improvements. - Users experience **technical issues** with BILL AP/AR, facing glitches and incorrect invoice dates that require manual fixes. - Users experience **invoicing problems** that lead to confusion with payments and invoices not syncing properly. - Users experience **vendor management issues** due to automation limitations and unclear communication regarding non-billing emails. #### Key Features - Self Service - Accounting - Capture - Matching - Digital Billing #### What Are Recent G2 Reviews of BILL AP/AR? **"[Great Bill Payment Platform](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619)"** **Rating:** 4.5/5.0 stars *— Jordan Z.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619) --- **"[Effortless Payments with Room for Improvement](https://www.g2.com/survey_responses/bill-ap-ar-review-11449120)"** **Rating:** 4.5/5.0 stars *— Jose G.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-11449120) --- #### What Are G2 Users Discussing About BILL AP/AR? - [How does Bill com integrate with QuickBooks?](https://www.g2.com/discussions/how-does-bill-com-integrate-with-quickbooks) - 1 comment - [What is Bill COM used for?](https://www.g2.com/discussions/what-is-bill-com-used-for) - 1 comment - [How do I get paid on Bill com?](https://www.g2.com/discussions/how-do-i-get-paid-on-bill-com) ### 6. [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 353 **Product Description:** Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history. - Managing customers and item information Zoho Invoice helps you maintain all of your customer and item information in one place. Details such as basic contact information, billing and shipping addresses, and tax information can be added to each customer. Similarly, details such as the selling price and product description can be added for each item. When you create transactions, all you have to do is select the right customer and items, and the system takes care of the rest. - Seamless invoicing Zoho Invoice makes managing and monitoring invoices easy. With its intuitive interface, you can create and send invoices with just a few clicks. It gives you the ability to personalize and brand your invoices with pre-designed templates. All the invoices you create are stored and can be referenced or used later as you need them. Besides invoices, you can use Zoho Invoice to create quotes, retainers for advance payments, credit notes for sales returns, and more. - Time tracking Zoho Invoice lets you track time effortlessly and bill your clients for hours spent on your projects. Once you invite users to your projects, they can log hours from their mobile device or desktop. - Payment collection Zoho Invoice offers integrations with 10+ payment gateways to help you collect payments on time. Payments collected through offline payment modes such as cash or checks can be recorded easily too. Payment reminders can be sent automatically, and your users can always keep track of their customers' payments. - Expense tracking Zoho Invoice makes it easier for you to track your expenses—whether they're regular office expenses, mileage expenses, or reimbursable expenses incurred on behalf of customers. You can classify the expenses under different categories to make it easier to review them, and capture expense receipts right from your mobile device and attach them to your expenses. - Client portal The Client portal in Zoho Invoice is a self-service area where your customers can view and update their billing information, view and accept estimates, pay for your invoices, and download statements. If you offer live chat support, your customers can initiate a chat request right from the portal. The whole experience is designed to make it as easy as possible for your customers to get what they need, leaving you free to focus on your business. - Reports Zoho Invoice supports over 30 reports to give you detailed insights into the financial health of your business. With these real-time reports, you can track key metrics such as best-selling products, invoice statuses, pending payments, and more. ### What Do G2 Reviewers Say About Zoho Invoice? *AI-generated summary from verified user reviews* **Pros:** - Users find Zoho Invoice to be **incredibly easy to use** , streamlining the billing process with intuitive features. - Users value the **ease of invoicing** with Zoho Invoice, appreciating its efficiency, customization, and user-friendly interface. - Users appreciate the **ease of invoicing** with Zoho Invoice, enhancing their workflow and simplifying client interactions. - Users love the **ease of use and functionality** of Zoho Invoice, making invoicing simple and efficient. - Users love the **neat and user-friendly interface** of Zoho Invoice, enhancing their invoicing experience significantly. **Cons:** - Users are disappointed by the **missing features** in Zoho Invoice, such as currency change and limited templates. - Users are frustrated with **billing issues** , including slow processing and unresponsive refund requests for incorrect subscriptions. - Users find the **limited customization** options for invoice templates somewhat restrictive, wishing for more design flexibility. - Users express frustration with **poor customer support** , particularly regarding multi-currency features being locked behind an upgrade. - Users face **approval process issues** as essential multi-currency support is now restricted, harming the global usability of Zoho Invoice. #### Key Features - Templates - Batch Invoicing - Accounting - Autonomous Task Execution #### What Are Recent G2 Reviews of Zoho Invoice? **"[Intuitive, Efficient, and Recommended by Experts](https://www.g2.com/survey_responses/zoho-invoice-review-12705581)"** **Rating:** 5.0/5.0 stars *— Pablo L.* [Read full review](https://www.g2.com/survey_responses/zoho-invoice-review-12705581) --- **"[Zoho Makes Finances Tracking & Bookkeeping Easy with Clear Cash-Flow Tracking](https://www.g2.com/survey_responses/zoho-invoice-review-12560947)"** **Rating:** 5.0/5.0 stars *— Rahul K.* [Read full review](https://www.g2.com/survey_responses/zoho-invoice-review-12560947) --- #### What Are G2 Users Discussing About Zoho Invoice? - [What is Zoho Invoice used for?](https://www.g2.com/discussions/what-is-zoho-invoice-used-for) - [How do I use Zoho Invoice?](https://www.g2.com/discussions/how-do-i-use-zoho-invoice) - [Is Zoho Invoice free?](https://www.g2.com/discussions/is-zoho-invoice-free) - 3 comments, 1 upvote ### 7. [NetSuite](https://www.g2.com/products/netsuite/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 4,621 **Product Description:** As the world's #1 AI Cloud ERP solution for more than 25 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on financials and ERP, we now provide an AI-powered integrated system that also includes inventory management, HR, professional services automation, and commerce, and is used by more than 43,000 customers in 220 countries. ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in NetSuite, enabling streamlined navigation and customized reporting functionalities. - Users appreciate the **customizability** of NetSuite, enjoying its adaptability to diverse business needs and integrated features. - Users value the **robust functionality** of NetSuite, praising its comprehensive reporting and cross-functional integration. - Users value the **extensive customization options** of NetSuite, enhancing their control and efficiency in accounting tasks. - Users value the **extensive customization** options in NetSuite, enhancing usability and efficiency for specific accounting needs. **Cons:** - Users struggle with the **steep learning curve** of NetSuite, finding setup and customization time-consuming and challenging. - Users find the **interface outdated and unclear** , leading to significant usability issues and a complicated integration process. - Users find some **missing features** in NetSuite complicate settings, reporting, and integration, hindering overall usability. - Users experience **limited customization** in NetSuite, causing frustration with integration and usability across different functionalities. - Users find NetSuite **not user-friendly** , struggling with a steep learning curve and outdated interface elements. #### Key Features - Workflow Capability - Contact & Account Management - Mobile User Support - Custom Reporting - Invoice Customization #### What Are Recent G2 Reviews of NetSuite? **"[Review NetSuite ERP](https://www.g2.com/survey_responses/netsuite-review-12772509)"** **Rating:** 4.5/5.0 stars *— Evan C.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12772509) --- **"[Easy Navigation, Strong Integrations, and Amazing NetSuite Support](https://www.g2.com/survey_responses/netsuite-review-12806676)"** **Rating:** 4.5/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12806676) --- #### What Are G2 Users Discussing About NetSuite? - [Is NetSuite an accounting software?](https://www.g2.com/discussions/is-netsuite-an-accounting-software) - 4 comments - [What is NetSuite built on?](https://www.g2.com/discussions/what-is-netsuite-built-on) - 1 comment - [Is NetSuite a good ERP system?](https://www.g2.com/discussions/is-netsuite-a-good-erp-system) - 3 comments, 1 upvote ### 8. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 119 **Product Description:** Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users find that Anchor provides a **significant time-saving advantage** , streamlining processes and enhancing productivity effortlessly. - Users love the **ease of use** of Anchor, simplifying invoicing and enhancing productivity in their accounting tasks. - Users appreciate the **automation features** in Anchor that streamline invoicing and payment processes, saving valuable time. - Users value the **efficiency** of Anchor, finding it straightforward for both setup and managing client interactions. - Users value the **flexibility** of Anchor, enabling customized proposals and reliable payment collection effortlessly. **Cons:** - Users express concerns about **payment issues** due to Plaid's excessive permission requests and slow support response times. - Users experience **processing delays** with ACH deposits, though improvements have significantly reduced settlement times. - Users desire greater **customization options** for email reminders and agreements, seeking more control over client communications. - Users find a **steep learning curve** with Anchor, requiring time to set up agreements and invoices effectively. - Users experience a **10-day delay** for ACH deposits, which they hope will improve in the future. #### What Are Recent G2 Reviews of Anchor? **"[Anchor Makes Setup Simple and Client Viewing Effortless](https://www.g2.com/survey_responses/anchor-review-12243521)"** **Rating:** 5.0/5.0 stars *— Priscilla G.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12243521) --- **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- ### 9. [Refrens Accounting](https://www.g2.com/products/refrens-accounting/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 115 **Product Description:** Refrens is an accounting software that helps you manage invoicing, accounting, bookkeeping, inventory, expenses, payments, clients, vendors, sales, and other day-to-day operations in one place. Ideal For: SMBs, MSMEs, Startups, Manufacturing Businesses, and Service Businesses. ### What Do G2 Reviewers Say About Refrens Accounting? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Refrens Accounting, simplifying invoicing and enhancing business efficiency. - Users appreciate the **efficiency of invoicing** with Refrens, enabling faster invoice delivery via WhatsApp and email. - Users appreciate the **efficient invoicing features** of Refrens Accounting, enabling quick sending via WhatsApp and email. - Users appreciate the **ease of invoicing** with Refrens Accounting, finding template usage convenient and efficient. - Users appreciate the **helpful customer support** of Refrens Accounting, streamlining operations and enhancing overall experience. **Cons:** - Users find the **missing advanced features** in Refrens Accounting limit its effectiveness for scaling businesses and integration needs. - Users find the **limited customization** options of Refrens accounting restrictive, impacting their ability to align with their brand. - Users find the pricing of Refrens Accounting to be **expensive** , especially for very small businesses seeking advanced features. - Users find the **difficult customization** options in Refrens Accounting limiting their ability to tailor the software for their needs. - Users find **inadequate reporting** in Refrens Accounting, with limited advanced options as business needs grow. #### Key Features - Journal Entries - Invoice Customization - Purchase Orders - Financial Statements - Accounting #### What Are Recent G2 Reviews of Refrens Accounting? **"[Clean, Intuitive UI with Fast Performance and Helpful Support](https://www.g2.com/survey_responses/refrens-accounting-review-12620492)"** **Rating:** 5.0/5.0 stars *— hitessh Prakash L.* [Read full review](https://www.g2.com/survey_responses/refrens-accounting-review-12620492) --- **"[Refrens: Smooth UI, Great Value, and All-in-One Invoice & Tax Reconciliation](https://www.g2.com/survey_responses/refrens-accounting-review-12828590)"** **Rating:** 5.0/5.0 stars *— Hridanshu R.* [Read full review](https://www.g2.com/survey_responses/refrens-accounting-review-12828590) --- ### 10. [Zoho Books](https://www.g2.com/products/zoho-books/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 320 **Product Description:** Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively. ### What Do G2 Reviewers Say About Zoho Books? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Zoho Books, enjoying its seamless integration and simple interface. - Users value the **efficient invoicing automation** in Zoho Books, streamlining processes and enhancing productivity significantly. - Users find the **easy setup** of Zoho Books incredibly helpful, making it accessible for everyone, including less tech-savvy individuals. - Users love the **intuitive user interface** of Zoho Books, making accounting tasks easy and organized for freelancers. - Users admire the **ease of tax management** in Zoho Books, making compliance and bookkeeping straightforward and efficient. **Cons:** - Users express a need for **missing features** such as multi-entity management and enhanced search capabilities in Zoho Books. - Users report **poor customer support** from Zoho Books, with long response times and unresolved issues detracting from their experience. - Users find Zoho Books to be **expensive** , especially for small enterprises needing advanced features across different plans. - Users note a **steep learning curve** for beginners in Zoho Books, especially with advanced features and complex scenarios. - Users find the **limited customization** options in Zoho Books restrictive for unique business needs and reporting flexibility. #### What Are Recent G2 Reviews of Zoho Books? **"[Zoho Books: Clean UI, Reliable Performance, and Great Value for Growing Businesses](https://www.g2.com/survey_responses/zoho-books-review-12665666)"** **Rating:** 5.0/5.0 stars *— Samar S.* [Read full review](https://www.g2.com/survey_responses/zoho-books-review-12665666) --- **"[Zoho Books Makes Invoicing and Payment Tracking Simple and Time Saving](https://www.g2.com/survey_responses/zoho-books-review-12832399)"** **Rating:** 4.5/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/zoho-books-review-12832399) --- #### What Are G2 Users Discussing About Zoho Books? - [What is Zoho Books used for?](https://www.g2.com/discussions/zoho-books-what-is-zoho-books-used-for) - 4 comments - [Is Zoho Books free?](https://www.g2.com/discussions/is-zoho-books-free) - 2 comments - [Are Zoho Books good?](https://www.g2.com/discussions/are-zoho-books-good) - 2 comments, 1 upvote ### 11. [Chargebee](https://www.g2.com/products/chargebee/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 949 **Product Description:** Chargebee is the billing and monetization platform built for the AI economy. From fast-scaling startups to global enterprises, we help companies capture, optimize, and scale revenue — no matter their GTM strategy or pricing model. Whether you’re experimenting with usage-based pricing, launching AI-powered products, or expanding globally, Chargebee gives you the flexibility and automation to grow with confidence. Chargebee is trusted by businesses of all sizes, including Zapier, Freshworks, DeepL, Condé Nast, and Pret A Manger, and is proud to have been consistently recognized by customers as a Leader in Subscription Management on G2. To learn more about how Chargebee can help unlock and maximize revenue growth, visit Chargebee.com. ### What Do G2 Reviewers Say About Chargebee? *AI-generated summary from verified user reviews* **Pros:** - Users find Chargebee's **ease of use** invaluable, streamlining payment processes and enhancing daily operational productivity. - Users appreciate Chargebee's **comprehensive subscription management** , enhancing efficiency and productivity in handling payments and plans. - Users commend Chargebee's **responsive customer support** , providing swift resolutions and enhancing overall business efficiency. - Users praise Chargebee for its **user-friendly billing management** , significantly improving productivity and simplifying daily operations. - Users appreciate the **seamless integration** with payment gateways and thorough support, enhancing their billing automation experience. **Cons:** - Users express frustration with **limited customization** , citing challenges in checkout, reporting, and overall flexibility of Chargebee. - Users criticize Chargebee for **poor customer support** , experiencing slow responses and unresolved issues that hinder productivity. - Users face **access limitations** with Chargebee, experiencing issues with accounts and a frequently buggy interface. - Users find Chargebee to be **expensive** , especially with added costs for basic reporting and advanced features. - Users find **missing features** in Chargebee confusing and detrimental to their workflow, impacting overall usability. #### What Are Recent G2 Reviews of Chargebee? **"[Intuitive and Feature-Rich Billing Solution](https://www.g2.com/survey_responses/chargebee-review-12725103)"** **Rating:** 4.5/5.0 stars *— Eveliina H.* [Read full review](https://www.g2.com/survey_responses/chargebee-review-12725103) --- **"[Simple to Start and Use with the Best Support I've Experienced from any company](https://www.g2.com/survey_responses/chargebee-review-12793070)"** **Rating:** 4.5/5.0 stars *— Zentaro G.* [Read full review](https://www.g2.com/survey_responses/chargebee-review-12793070) --- #### What Are G2 Users Discussing About Chargebee? - [What is Chargebee used for?](https://www.g2.com/discussions/what-is-chargebee-used-for) - 1 comment - [How do you handle a subscription?](https://www.g2.com/discussions/how-do-you-handle-a-subscription) - 1 comment - [Where is Chargebee based?](https://www.g2.com/discussions/where-is-chargebee-based) - 2 comments ### 12. [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,706 **Product Description:** QuickBooks helps you organize your business finances all in one place so you can complete your frequent tasks in fewer steps. Easily get set up, learn and use. No accounting knowledge is necessary and you can quickly import your data from a spreadsheet. Easily create invoices and manage expenses. And, QuickBooks ensures you’ll have reliable records for tax time. Have questions? Step-by-step tutorials show you how to create invoices, record expenses and more. Includes a 60 day money-back guarantee. ### What Do G2 Reviewers Say About QuickBooks Desktop Pro? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Desktop Pro to be extremely **user-friendly** , making accounting tasks simple and efficient for beginners. - Users value the **robustness and reliability** of QuickBooks Desktop Pro for managing complex accounting tasks effectively. - Users value the **comprehensive features** of QuickBooks Desktop Pro, enhancing efficiency for small to mid-sized businesses. - Users appreciate the **clear and user-friendly reporting features** of QuickBooks Desktop Pro, enhancing accessibility for non-accountants. - Users value the **customization options** in QuickBooks Desktop Pro, enhancing their accounting efficiency and organization. **Cons:** - Users find the **limited features** of QuickBooks Desktop Pro restrict their reporting and data management capabilities. - Users express dissatisfaction with the **missing features** of QuickBooks Desktop Pro, feeling it lacks essential functionalities. - Users find QuickBooks Desktop Pro to be **expensive** , especially with limited features and inadequate customer support. - Users report **poor customer support** , with unresolved issues and unresponsive service despite multiple attempts for assistance. - Users find **limited customization** options frustrating, hindering efficiency and adaptability in billing and reporting processes. #### Key Features - Tags / Dimensions - AP Automation - Inventory Reporting - Financial Statements - Customization #### What Are Recent G2 Reviews of QuickBooks Desktop Pro? **"[Efficient Invoicing and Real-Time Reporting](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12704386)"** **Rating:** 4.0/5.0 stars *— Colleen U.* [Read full review](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12704386) --- **"[Reliable Accounting with Room for Cloud Improvement](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12546524)"** **Rating:** 4.0/5.0 stars *— Harikshna K.* [Read full review](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12546524) --- #### What Are G2 Users Discussing About QuickBooks Desktop Pro? - [What are some advanced functionalities in QuickBooks Desktop Pro that are crucial for small business accounting?](https://www.g2.com/discussions/what-are-some-advanced-functionalities-in-quickbooks-desktop-pro-that-are-crucial-for-small-business-accounting) - [What is QuickBooks Desktop Pro used for?](https://www.g2.com/discussions/what-is-quickbooks-desktop-pro-used-for) - 1 comment - [What does QuickBooks Pro do?](https://www.g2.com/discussions/what-does-quickbooks-pro-do) - 1 comment ### 13. [Paddle](https://www.g2.com/products/paddle/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 231 **Product Description:** Paddle is a market leading subscription billing platform that offers a comprehensive payment, tax, compliance and reporting solution for digital businesses, including AI, SaaS, mobile apps, games and digital downloads. Instead of managing a fragmented payments stack, we provide an all-in-one platform that serves as your single source of truth for revenue data. Paddle helps start-ups, enterprise and fast-scaling subscription companies grow faster, automatically. As your Merchant of Record (MoR), we handle: - Checkouts and payment management - Subscription management and billing for one time purchases - Invoicing and renewals - Global tax compliance and remittance - Fraud protection and chargeback processing - Dunning and failed payment recovery - Comprehensive reporting How do we streamline your operations? - We integrate with multiple payment service providers, so you don't have to - We take on the liability for charging and remitting sales tax worldwide - Our systems reconcile revenue data across subscription billing and payments - We implement strategies to reduce churn and recover failed payments - Our team handles billing-related support queries - Our developer-friendly documentation and API-first merchant of record makes it easy to get set up By entrusting Paddle as your Merchant of Record, you can focus on growing your business while we optimize every aspect of your payments and billing process. Ready to simplify your digital product payments? Visit our website and schedule a call to learn how Paddle can transform your payment infrastructure. ### What Do G2 Reviewers Say About Paddle? *AI-generated summary from verified user reviews* **Pros:** - Users praise Paddle for its **prompt and professional customer support** , which efficiently resolves issues and enhances satisfaction. - Users find Paddle to be incredibly **easy to use** , streamlining payment management and enhancing the overall experience. - Users praise Paddle for its **excellent payment processing** , notably its intuitive dashboard and diverse payment method support. - Users value Paddle's **helpful customer support** for its quick responses and clear, effective communication. - Users appreciate the **effective payment management** of Paddle, simplifying compliance and enhancing the international sales experience. **Cons:** - Users find that Paddle requires **improvements in discount code management** , language support, and local payment methods for better accessibility. - Users express concerns about **poor customer support** , highlighting slow response times and limited features in Paddle's service. - Users face **access limitations** due to undisclosed approval requirements, complicating onboarding for new businesses. - Users are frustrated with **billing issues** , including unclear fees, charges for refunds, and lack of currency options. - Users find Paddle's **support services lacking** , experiencing slow response times and unhelpful assistance when seeking help. #### Key Features - Consolidation - Collections - Plan Changes - Templates - Batch Invoicing #### What Are Recent G2 Reviews of Paddle? **"[Streamlined Payments & Reporting, Needs Faster Support](https://www.g2.com/survey_responses/paddle-review-12320247)"** **Rating:** 5.0/5.0 stars *— Wesley S.* [Read full review](https://www.g2.com/survey_responses/paddle-review-12320247) --- **"[Simple integration, clear documentation, and responsive customer support](https://www.g2.com/survey_responses/paddle-review-12268181)"** **Rating:** 4.0/5.0 stars *— William S.* [Read full review](https://www.g2.com/survey_responses/paddle-review-12268181) --- #### What Are G2 Users Discussing About Paddle? - [What is Paddle used for?](https://www.g2.com/discussions/what-is-paddle-used-for) ### 14. [Mercury](https://www.g2.com/products/mercury-mercury/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 119 **Product Description:** Mercury is the fintech that brings all the ways people and businesses use money into a single product that feels extraordinary to use. With banking\*, credit cards, and software, Mercury helps more than 200K ambitious companies and entrepreneurs make better decisions and build their businesses. To learn more, visit Mercury.com. - Used by founders, finance leads, and operators at startups and SMBs - Common use cases: paying vendors and contractors, managing team spend, and reconciliation - Suitable for multi-entity structures that need shared controls and permissions - Supports companies seeking operational efficiency without expanding headcount - Up to $5M in FDIC insurance\* on deposits through our partner banks’ sweep networks Mercury combines checking & savings accounts with payments, spend control, and finance ops automation in one place. - Business checking and savings with digital onboarding and a streamlined web/mobile interface - ACH, free domestic and international USD wires from Mercury, low-fee non-USD transfers, and mailed checks - Debit and credit cards\*\* with customizable limits, merchant/category controls, real-time visibility, and cashback - Automated tools for billing, invoicing, and approvals with accounting integrations - Cash management options, including venture debt Mercury addresses the inefficiencies of legacy banking and the fragmentation of multiple finance tools by centralizing workflows and reducing payment friction. - Automates manual tasks like bill pay, invoicing, approvals, and reconciliation to speed up month-end close - Replaces branch visits and opaque fees with transparent, smooth money movement - Compliant onboarding and monitoring designed to protect businesses and reduce surprises - Fast, knowledgeable customer support across multiple channels The data: - Raised $500M in primary and secondary funding from top-tier venture capital firms and angel investors, athletes, entertainers, and 2.5K Mercury customers - $3.5B valuation in March ‘25 - 11 consecutive quarters of profitability based on both EBITDA and GAAP net-income (as of April ‘25) - $500M in revenue in 2024 - More than 200K customers - 40% growth in customers in 2024 - $156B in annual transaction volume in 2024, up 64% year-over-year - Customer NPS of 75\*\*\* (compared to banking industry average of 34) - 1 in 3 startups use Mercury\*\*\*\* - More than 50% of YC cohorts choose Mercury \*Mercury is a fintech company, not an FDIC-insured bank. Checking and savings accounts are provided through our bank partners Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Deposit insurance covers the failure of an insured bank. Checking and savings account deposits may be held by sweep network banks. Certain conditions must be satisfied for pass-through insurance to apply. Learn more here. \*\*The Mercury Debit Cards are issued by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard®. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. \*\*\*Net Promoter Score (NPS) information and ratings are available at https://customergauge.com/benchmarks/blog/financial-services-nps-benchmarks. \*\*\*\*Calculation based on US-based companies that received an angel, pre-seed, seed, or Series A investment reported on Crunchbase in the most recent year. ### What Do G2 Reviewers Say About Mercury? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Mercury, praising its flexibility and quick online integration for banking services. - Users appreciate the **easy setup** of Mercury, allowing quick transitions to efficient banking tailored for startups. - Users find Mercury's **user-friendly interface** exceptional, appreciating its ease of use and modern design for small businesses. - Users praise Mercury's **easy interface** , making banking tasks intuitive and efficient for small businesses and startups. - Users value Mercury's **efficiency** , highlighting its ease of use and smooth integration for streamlined banking tasks. **Cons:** - Users experience significant **approval issues** with Mercury, leading to frustrating delays and inadequate customer support responses. - Users report significant issues with **poor customer support** , leading to delayed transactions and unresolved account inquiries. - Users feel that Mercury's fees for currency payments are **too expensive** compared to other service providers. - Users face **inconvenient approval process** issues, experiencing delays and account closures without clear explanations from Mercury. - Users face **card issues** , such as not receiving a physical card and dissatisfaction with the card's design. #### Key Features - Employee Reimbursement - Receipt Capture - PCI Regulation Compliant - Internationalization - Approvals #### What Are Recent G2 Reviews of Mercury? **"[Simplifies Banking with Seamless Invoicing](https://www.g2.com/survey_responses/mercury-review-12679881)"** **Rating:** 5.0/5.0 stars *— Marcos O.* [Read full review](https://www.g2.com/survey_responses/mercury-review-12679881) --- **"[Seamless, Modern Banking with a Few Caveats](https://www.g2.com/survey_responses/mercury-review-12038711)"** **Rating:** 5.0/5.0 stars *— Georgios D.* [Read full review](https://www.g2.com/survey_responses/mercury-review-12038711) --- ### 15. [TallyPrime](https://www.g2.com/products/tallyprime/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 278 **Product Description:** TallyPrime is a comprehensive business management software solution designed to assist organizations in efficiently managing their invoicing, accounting, inventory, banking, cash and credit management, taxation, payroll, and cost management, among other essential functions. By consolidating multiple business operations into a single platform, TallyPrime aims to simplify complex processes, allowing users to concentrate on driving business growth rather than getting bogged down by administrative tasks. Targeted primarily at small to medium-sized enterprises, TallyPrime caters to a diverse range of industries, including retail, manufacturing, and services. Its user-friendly interface and intuitive design make it easier to get started with. Businesses can leverage TallyPrime to streamline their operations, ensuring that all financial and operational aspects are interconnected and easily manageable. This integrated approach not only enhances efficiency but also fosters better decision-making and strategic planning. One of the standout features of TallyPrime is its extensive reporting capabilities. With over 400+ insightful business reports, users can gain a comprehensive view of their organization’s performance. These reports can be generated quickly, allowing for real-time analysis and informed decision-making. Furthermore, TallyPrime offers customization options, enabling users to tailor reports to their specific needs. The ability to access reports on mobile or any devices ensures that business owners and managers can stay updated on their operations from anywhere, facilitating easy access of data anytime. In addition to its robust reporting features, TallyPrime automates critical business processes, significantly reducing the time and effort required for routine tasks. This automation not only enhances operational efficiency but also minimizes the risk of human error, leading to more accurate financial records. The software also provides tools for effective cash and credit management, ensuring that businesses maintain healthy financial practices. Overall, TallyPrime stands out in the business management software category by offering a holistic solution that integrates various functions into a single platform. Its focus on automation, extensive reporting capabilities, and user-friendly design make it an invaluable tool for businesses looking to optimize their operations and achieve sustainable growth. ### What Do G2 Reviewers Say About TallyPrime? *AI-generated summary from verified user reviews* **Pros:** - Users love the **user-friendly interface** of TallyPrime, making complex accounting tasks simple and efficient. - Users value the **ease of accounting management** in TallyPrime, highlighting its reliability and strong GST compliance. - Users appreciate the **accounting efficiency** of TallyPrime, benefiting from its fast and accurate financial management capabilities. - Users praise TallyPrime for its **easy-to-use and accurate accounting features** , ensuring reliable financial management and GST compliance. - Users appreciate the **ease of accounting** with TallyPrime, enjoying its fast and reliable financial management features. **Cons:** - Users express concerns over **missing features** like mobile app support and management reporting capabilities. - Users find that TallyPrime has **limited customization** options, often needing technical support for reports and invoices. - Users feel the **poor interface design** of TallyPrime hinders usability and requires significant effort to master. - Users find TallyPrime **user unfriendly** , struggling with its outdated UI and steep learning curve for features. - Users report a **steep learning curve** in TallyPrime, which can be daunting for those new to accounting software. #### Key Features - Payment Processing - Reconciliations - Dashboards - Performance and Reliability - Journal Entries #### What Are Recent G2 Reviews of TallyPrime? **"[Simplified Accounting with TallyPrime, Needs GSTR Fix](https://www.g2.com/survey_responses/tallyprime-review-12802202)"** **Rating:** 4.0/5.0 stars *— Sahil J.* [Read full review](https://www.g2.com/survey_responses/tallyprime-review-12802202) --- **"[Tally Prime is a best digital account management tool which provides best overall experiences](https://www.g2.com/survey_responses/tallyprime-review-12803677)"** **Rating:** 4.0/5.0 stars *— Shiva A.* [Read full review](https://www.g2.com/survey_responses/tallyprime-review-12803677) --- #### What Are G2 Users Discussing About TallyPrime? - [What is TallyPrime used for?](https://www.g2.com/discussions/what-is-tallyprime-used-for) - 2 comments - [What does Tally do?](https://www.g2.com/discussions/what-does-tally-do) - 1 comment - [What are the functions of tally?](https://www.g2.com/discussions/what-are-the-functions-of-tally) - 1 comment ### 16. [Wave Invoicing](https://www.g2.com/products/wave-invoicing/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **Product Description:** Wave Invoicing is a comprehensive, user-friendly invoicing solution tailored for small business owners, freelancers, and entrepreneurs. It enables users to create, customize, and send professional invoices effortlessly, ensuring timely payments and efficient cash flow management. Integrated seamlessly with Wave's suite of financial tools, this platform offers a holistic approach to managing business finances. Key Features and Functionality: - Professional Invoicing: Design and dispatch customized invoices featuring your business logo and colors, enhancing your brand's professionalism. - Recurring Billing: Automate invoicing for repeat clients by setting up recurring invoices and automatic credit card payments, reducing manual tasks. - Online Payments: Accept payments via credit cards, bank transfers, and Apple Pay directly through the invoice, facilitating faster transactions. - Mobile Accessibility: Manage invoices on-the-go with Wave's mobile app, available for both iOS and Android devices. - Automated Reminders: Set up automatic payment reminders to notify clients of upcoming or overdue payments, minimizing delays. - Integrated Accounting: Invoicing data syncs with Wave's accounting features, providing a unified view of your financials. Primary Value and User Solutions: Wave Invoicing addresses the common challenges faced by small business owners in managing billing processes. By offering a streamlined, automated invoicing system, it reduces administrative overhead, ensures timely payments, and enhances cash flow management. The integration with Wave's broader financial ecosystem allows users to have a comprehensive understanding of their business finances, all within a single platform. This holistic approach empowers users to focus more on growing their business and less on manual financial tasks. #### What Are Recent G2 Reviews of Wave Invoicing? **"[I <3 Wave](https://www.g2.com/survey_responses/wave-invoicing-review-7060148)"** **Rating:** 5.0/5.0 stars *— Jeanie Y.* [Read full review](https://www.g2.com/survey_responses/wave-invoicing-review-7060148) --- **"[One of the best Invoicing Software for Freelancers & Small Business](https://www.g2.com/survey_responses/wave-invoicing-review-6995241)"** **Rating:** 4.5/5.0 stars *— Suman B.* [Read full review](https://www.g2.com/survey_responses/wave-invoicing-review-6995241) --- #### What Are G2 Users Discussing About Wave Invoicing? - [Is Wave invoicing really free?](https://www.g2.com/discussions/is-wave-invoicing-really-free) - [Is Wave good for invoices?](https://www.g2.com/discussions/is-wave-good-for-invoices) - [What are the best features of Wave?](https://www.g2.com/discussions/what-are-the-best-features-of-wave) ### 17. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 306 **Product Description:** Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Assembly, which simplifies client information presentation and boosts satisfaction. - Users commend the **easy setup** of Assembly, facilitating a quick launch and seamless initial experience. - Users praise the **fantastic and responsive customer support** provided by Assembly, enhancing their overall experience. - Users find Assembly **intuitive and user-friendly** , enhancing client management and streamlining workflows seamlessly. - Users appreciate the **professional appearance** and seamless integration features, enhancing service delivery and client satisfaction. **Cons:** - Users find the **missing features** limit flexibility and integration, wishing for improved project management and billing options. - Users feel the **limited features** of Assembly restrict its potential, hindering customization and integration opportunities. - Users express frustration over **limited customization** options, wishing for better control and personalization features in Assembly. - Users find Assembly's **limited features** inadequate for their needs, often resorting to workarounds and third-party apps. - Users feel that **integration issues** hinder seamless connectivity with other software, limiting functionality and ease of use. #### What Are Recent G2 Reviews of Assembly? **"[Custom Workflows, Forms, and Easy Client Billing in One System](https://www.g2.com/survey_responses/assembly-review-12715760)"** **Rating:** 5.0/5.0 stars *— John M.* [Read full review](https://www.g2.com/survey_responses/assembly-review-12715760) --- **"[Great platform for a small business owner!](https://www.g2.com/survey_responses/assembly-review-11538246)"** **Rating:** 5.0/5.0 stars *— Amanda G.* [Read full review](https://www.g2.com/survey_responses/assembly-review-11538246) --- #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) ### 18. [Ignition](https://www.g2.com/products/ignition/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **Product Description:** From lead to cash, Ignition transforms your sales, billing and payments process with seamless automation. Over 8,500 service-based businesses, including accounting, agencies, consulting and financial services, trust Ignition to sell, bill and get paid. ✓ Capture leads and manage your sales pipeline ✓ Fast track revenue with branded online proposals ✓ Get paid on time with automated invoicing and payments ✓ Reduce business risk with templated contracts ✓ Automate data collection with online forms ✓ Centralize and manage client billing in one place ✓ Keep track of projected revenue and cash flow ✓ Seamlessly increase pricing and renew proposals in bulk ✓ Connect apps to automate workflows ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Ignition, highlighting its intuitive setup and effective customer support. - Users praise the **extremely helpful customer support** of Ignition for their responsive and thorough assistance. - Users praise the **easy setup** of Ignition, highlighting supportive staff that assist in creating templates and onboarding. - Users value the **time-saving capabilities** of Ignition, streamlining processes and enhancing efficiency in their workflow. - Users praise Ignition for its **efficiency** , simplifying tasks and enhancing client experience through streamlined processes. **Cons:** - Users find the **pricing steep** , making it challenging to justify the monthly subscription costs despite potential savings. - Users note a significant **learning curve** with Ignition, making it challenging to master the platform's features. - Users note **limited customization options** in Ignition, restricting changes after initial approvals and impacting flexibility. - Users are missing **key features** like seamless change orders and proposal versioning, affecting their workflow efficiency. - Users find the **payment issues** concerning pricing and processing fees to be significant barriers to using Ignition. #### What Are Recent G2 Reviews of Ignition? **"[All-in-One System That Simplifies Proposals, Engagement Letters, and Invoicing](https://www.g2.com/survey_responses/ignition-review-12759341)"** **Rating:** 4.5/5.0 stars *— Angela K.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12759341) --- **"[Streamlined Client Onboarding with Professional Ease](https://www.g2.com/survey_responses/ignition-review-12240231)"** **Rating:** 4.0/5.0 stars *— Steven R.* [Read full review](https://www.g2.com/survey_responses/ignition-review-12240231) --- #### What Are G2 Users Discussing About Ignition? - [What is Ignition used for?](https://www.g2.com/discussions/what-is-ignition-used-for) ### 19. [BigTime](https://www.g2.com/products/bigtime/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,651 **Product Description:** BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities. ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users find BigTime remarkably **user-friendly** , simplifying time entry, resource management, and overall workflow integration. - Users appreciate the **ease of time tracking** with BigTime, enhancing workflow efficiency and project management seamlessly. - Users appreciate the **user-friendly interface** of BigTime, finding it easy to log hours and manage tasks. - Users appreciate the **tracking ease** of BigTime, finding it intuitive for managing time and expenses effectively. - Users appreciate the **time-saving features** of BigTime, which streamline tracking tasks and managing expenses efficiently. **Cons:** - Users find the **missing features** like expense duplication and specific templates limit BigTime's efficiency and usability. - Users find **BigTime time-consuming** due to repetitive expense entry and a complex initial setup process. - Users find the **learning curve steep** , with some tasks requiring trial and error to achieve desired customization. - Users find the **manual entry process clunky** and experience issues with losing comments and irrelevant descriptions. - Users experience **software bugs** that hinder billing and create challenges with time entry and reporting functionalities. #### What Are Recent G2 Reviews of BigTime? **"[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)"** **Rating:** 5.0/5.0 stars *— Bidyut Jyoti S.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12647447) --- **"[Strong operational tool for invoicing, tracking, and analytics](https://www.g2.com/survey_responses/bigtime-review-12657814)"** **Rating:** 4.5/5.0 stars *— Brian G.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12657814) --- #### What Are G2 Users Discussing About BigTime? - [How do I track billable hours accurately using BigTime for client projects?](https://www.g2.com/discussions/how-do-i-track-billable-hours-accurately-using-bigtime-for-client-projects) - [What is BigTime used for?](https://www.g2.com/discussions/what-is-bigtime-used-for) - 1 comment, 1 upvote ### 20. [Stampli](https://www.g2.com/products/stampli/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,917 **Product Description:** Stampli is the stress-free finance operations platform. Its AI-driven procure-to-pay solution runs processes from request through payment while remaining fully aligned to the ERP as the system of record, mirroring charts of accounts, entities, dimensions, and approval hierarchies without requiring ERP rework or forcing teams into rigid process models. Rather than adding AI on top of legacy infrastructures, Stampli has embedded intelligence directly into how work happens since being founded in 2015. Stampli AI operates across the full procure-to-pay lifecycle to extract data, code transactions, route approvals, match invoices, handle exceptions, and preserve institutional knowledge. That intelligence has been trained on billions of real-world transactions across $150 billion in annual spend, continuously improving with every correction across thousands of customer environments. The platform delivers end-to-end capabilities across procurement, accounts payable, vendor management, payments, and corporate cards. More than 1,800 businesses trust Stampli to process their finances accurately and efficiently. As volume, entities, and complexity increase, Stampli absorbs growth without proportional headcount, driving faster processing, leaner operations, and smarter spending with full visibility, control, and audit-ready accuracy. ### What Do G2 Reviewers Say About Stampli? *AI-generated summary from verified user reviews* **Pros:** - Users find Stampli's platform incredibly **easy to use** , significantly reducing time spent on invoice processing and communication. - Users value the **user-friendly invoicing process** of Stampli, making invoice approval and management efficient and straightforward. - Users find Stampli's **intuitive interface** essential for managing invoices efficiently, enhancing overall productivity and satisfaction. - Users value Stampli's **efficiency** , appreciating time savings from features like AI-driven coding and user-friendly setup. - Users appreciate the **prompt and helpful customer support** from Stampli, simplifying their invoice processes effectively. **Cons:** - Users face **invoice issues** with Stampli, including slow approval and difficulties with batch edits for vendor names and dates. - Users find **missing features** in Stampli frustrating, particularly regarding batch editing and payment processes, affecting efficiency. - Users face **approval issues** that slow down the invoice process and restrict functionality for some roles. - Users report **technical issues** with invoice recognition and automation, leading to frustration and inefficiencies in the process. - Users face **invoicing issues** with delays and manual edits, complicating the approval and transaction history processes. #### Key Features - Automated Reminders - APIs / Integration - Accounting - KPIs - Capture #### What Are Recent G2 Reviews of Stampli? **"[Makes Approving Invoices Easy!](https://www.g2.com/survey_responses/stampli-review-11764454)"** **Rating:** 5.0/5.0 stars *— sam j.* [Read full review](https://www.g2.com/survey_responses/stampli-review-11764454) --- **"[Boosts Productivity with Smart Invoice Coding and Seamless Sage Intacct Integration](https://www.g2.com/survey_responses/stampli-review-12849988)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/stampli-review-12849988) --- #### What Are G2 Users Discussing About Stampli? - [What is Stampli used for?](https://www.g2.com/discussions/what-is-stampli-used-for) ### 21. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **Product Description:** QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control. ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Bill Pay to be **easy to use** , making billing and cash flow management straightforward for everyone. - Users value the **easy integrations** of QuickBooks Bill Pay, enhancing billing and cash flow management for small businesses. - Users value the **seamless QuickBooks integration** that enhances their financial management and payment processing efficiency. - Users value the **comprehensive reporting** features of QuickBooks Bill Pay for informed decision-making and ease of use. - Users appreciate the **budget-friendly payment options** of QuickBooks Bill Pay, benefiting small businesses with no fees. **Cons:** - Users find QuickBooks Bill Pay **expensive** , which can strain businesses with tight budgets significantly. - Users find the **lack of check writing** in QuickBooks Bill Pay to be a significant limitation. - Users find the **limited customer support** of QuickBooks Bill Pay frustrating due to the lack of phone assistance. #### Key Features - Accounting #### What Are Recent G2 Reviews of QuickBooks Bill Pay? **"[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)"** **Rating:** 5.0/5.0 stars *— Tammy S.* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033) --- **"[Solid AP workflow for a small consulting firm](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523)"** **Rating:** 4.5/5.0 stars *— Verified User in Mechanical or Industrial Engineering* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523) --- ### 22. [Tabs](https://www.g2.com/products/tabs/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 93 **Product Description:** Tabs is the AI-native revenue automation platform built for modern finance teams.Tabs pulls data directly from the signed PDF to automate workflows including billing, collections, payments, revenue recognition, and reporting all in one place. Tabs integrates with your tech stack - including CRMs like Salesforce and HubSpot, ERPs like NetSuite, Quickbooks, and Rillet, and more - to automatically sync all data across your systems, ensuring consistency with your contract as the source of truth. Hundreds of businesses - including Statsig, Cursor, and Anrok - have been able to scale and supercharge their finance teams, closing books 5x faster, reducing DSO by 50% and scaling revenue without scaling headcount. ### What Do G2 Reviewers Say About Tabs? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **responsive customer support** of Tabs, enhancing overall productivity and simplifying billing processes. - Users value the **automation of the QTC process** , significantly reducing manual work and improving efficiency for accounting teams. - Users highlight the **automation and centralization of invoicing** in Tabs, greatly enhancing workflow and efficiency. - Users appreciate the **automation and centralization of invoicing** in Tabs, drastically reducing manual labor and enhancing efficiency. - Users value the **ease of use** of Tabs, appreciating its intuitive interface that streamlines invoicing and financial processes. **Cons:** - Users face **invoicing issues** in Tabs, as legacy invoices lack integration, causing confusion and difficulties in management. - Users note the **missing features** in Tabs, particularly the need for direct contract and proposal creation on the platform. - Users experience **processing delays** during onboarding and contract management, but anticipate improvements from the Tabs team. - Users face **billing issues** with Tabs, particularly with payment application and ACH tracking needing improvement. - Users experience **integration issues** with Tabs, leading to delays and a reliance on external tools for workflow efficiency. #### What Are Recent G2 Reviews of Tabs? **"[Streamlined Invoicing: Reduced Monthly Invoicing Time](https://www.g2.com/survey_responses/tabs-review-12613166)"** **Rating:** 5.0/5.0 stars *— Erika Louisse S.* [Read full review](https://www.g2.com/survey_responses/tabs-review-12613166) --- **"[Tabs Streamlines Billing with a Clean UI, Flexible Invoicing, and Strong Integrations](https://www.g2.com/survey_responses/tabs-review-12622191)"** **Rating:** 5.0/5.0 stars *— David S.* [Read full review](https://www.g2.com/survey_responses/tabs-review-12622191) --- ### 23. [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 134 **Product Description:** Stripe Billing is a fast and flexible way to bill customers. Offer recurring payments globally and capture more revenue with Stripe’s recovery tools. Choose how you monetize, with support for tiered pricing and metered billing. Get started with little or no code by using flexible pre-built components like the pricing table and customer portal, or use our APIs for a fully custom integration. Learn more on stripe.com/billing/features. ### What Do G2 Reviewers Say About Stripe Billing? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **outstanding payment processing** capabilities of Stripe Billing, simplifying their subscription and billing management. - Users appreciate the **outstanding subscription management capabilities** of Stripe Billing, making integration and workflow seamless. - Users appreciate the **easy integrations** of Stripe Billing, enhancing workflow and saving valuable engineering time. - Users value the **seamless integrations** of Stripe Billing, enhancing workflow efficiency and saving engineering time significantly. - Users praise the **ease of use** of Stripe Billing, enjoying its straightforward integration and flexible billing options. **Cons:** - Users find Stripe Billing **expensive** , particularly for startups, due to high per-transaction fees and limited pricing options. - Users find **pricing issues** with Stripe Billing problematic, especially for startups facing high transaction fees and regional variability. - Users face **access limitations** with Stripe Billing, experiencing issues with account restrictions and lack of currency options. - Users find **complex pricing** problematic, particularly for startups due to high fees and lack of flexible options. - Users find the **high fees** of Stripe Billing a burden, especially for startups with tight margins. #### Key Features - Automation - Packages - Dimensions - Templates - Accounting #### What Are Recent G2 Reviews of Stripe Billing? **"[Set It and Forget It: Simplifies Billing with Ease](https://www.g2.com/survey_responses/stripe-billing-review-12740123)"** **Rating:** 4.5/5.0 stars *— James L.* [Read full review](https://www.g2.com/survey_responses/stripe-billing-review-12740123) --- **"[Amazing developer experience, but the pricing stings](https://www.g2.com/survey_responses/stripe-billing-review-11388276)"** **Rating:** 4.5/5.0 stars *— Maximiliano J.* [Read full review](https://www.g2.com/survey_responses/stripe-billing-review-11388276) --- #### What Are G2 Users Discussing About Stripe Billing? - [What do you like most about Stripe Billing for payment processing, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-stripe-billing-for-payment-processing-and-what-improvements-would-you-suggest) - [What is Stripe Billing used for?](https://www.g2.com/discussions/what-is-stripe-billing-used-for) - [Does stripe do invoicing?](https://www.g2.com/discussions/does-stripe-do-invoicing) ### 24. [vcita](https://www.g2.com/products/vcita/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **Product Description:** vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. ### What Do G2 Reviewers Say About vcita? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of vcita, appreciating its seamless integrations and automated features for better client management. - Users appreciate the **automation features** of vcita, enabling seamless client booking and timely reminders effortlessly. - Users praise the **exceptional customer support** from vcita, appreciating prompt responses and helpful guidance for their needs. - Users value the **seamless integration** with various apps, enhancing workflow and client interaction effortlessly. - Users value the **seamless integrations** of vcita, enhancing client interactions and streamlining their business processes. **Cons:** - Users experience **integration issues** with vcita, especially with Google Calendar, leading to confusion and inaccurate availability. - Users express frustration over **missing features** like partial refunds, template adjustments, and document upload limits. - Users find vcita to be **expensive** , needing costly upgrades for basic template adjustments and functionality. - Users struggle with **lack of integration** , needing better connections to other services and task-management tools. - Users often face **linking issues** , leading to inaccurate availability and difficulties integrating with other platforms like Gcal. #### What Are Recent G2 Reviews of vcita? **"[A god-send for our non-profit community mental health service](https://www.g2.com/survey_responses/vcita-review-12206525)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) --- **"[Outstanding backend system transformed my business](https://www.g2.com/survey_responses/vcita-review-9522081)"** **Rating:** 5.0/5.0 stars *— Neil D.* [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) --- #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) ### 25. [SuiteDash](https://www.g2.com/products/suitedash/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 605 **Product Description:** More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. ### What Do G2 Reviewers Say About SuiteDash? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive customer support** of SuiteDash, feeling supported and empowered in their business endeavors. - Users highlight the **extensive and integrated features** of SuiteDash, making daily operations seamless and efficient. - Users find the **easy setup** of SuiteDash enhances their daily business operations and overall experience significantly. - Users love the **automation capabilities** of SuiteDash, enhancing workflows and streamlining daily operations for businesses. - Users love the **customization options** in SuiteDash, allowing personalization for their unique business needs and workflows. **Cons:** - Users note a **steep learning curve** with SuiteDash, requiring time and patience to master the platform's features. - Users note a **steep learning curve** with SuiteDash, requiring significant time and patience to master the platform. - Users find the **learning curve steep** , which may hinder efficient use of SuiteDash despite available training resources. - Users find the **complex setup** of SuiteDash can be challenging initially, requiring time and effort to learn effectively. - Users express disappointment with the **limited customization** options, wishing for more flexibility in personalizing their experience. #### What Are Recent G2 Reviews of SuiteDash? **"[SuiteDash: Intuitive, Reliable All-in-One with Huge ROI for Solo Operators](https://www.g2.com/survey_responses/suitedash-review-12715474)"** **Rating:** 5.0/5.0 stars *— mike l.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-12715474) --- **"[Client Portal the way it should be.](https://www.g2.com/survey_responses/suitedash-review-8129930)"** **Rating:** 5.0/5.0 stars *— Duane E.* [Read full review](https://www.g2.com/survey_responses/suitedash-review-8129930) --- #### What Are G2 Users Discussing About SuiteDash? - [What is SuiteDash used for?](https://www.g2.com/discussions/what-is-suitedash-used-for) ## What Is Billing Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Billing Software? - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Billing Software? ### What You Should Know About Billing Software ### What is Billing Software? Billing and invoicing software provides a range of functionality that is critical to collecting revenue, the end goal for all successful businesses. These billing solutions may vary in breadth of capabilities or target different professions and business sizes, but each offers the ability to streamline and automate the invoice and billing workflow. Collecting payments from customers can be a struggle, so improving the billing process and increasing the ease of collection to help ensure timely payments is always beneficial. Billing software allows users to build an invoice that will eventually be sent to a customer to collect payment. Often, billing solutions offer pre-built invoice templates for users who are looking for basic, straightforward invoice layouts. They may also offer an invoice creator for companies interested in building out custom invoices, which can be branded and personalized to fit a company’s criteria. Once the invoice is built, users may choose to print and mail the invoice; however, online invoicing is more widely used in today’s business world. Users can set invoice reminders that alert the customer that a payment due date is approaching, making sure that they are aware of what they owe and helping get ahead of the collection process. Customers can reply to payment requests on the spot, either through a payment gateway or directly through the invoice, with a variety of different payment methods. This includes credit card or other forms of electronic payments, which can be set up to recur monthly or on a subscription basis. For project- and service-based companies, time tracking functionality is offered to record hours worked and to bill for those hours accordingly. Hourly rates can be adjusted based on the project or employee; expenses associated with said project and employee can be documented as well. Once that information is recorded, invoices can be sent and payments collected. Billing fits into the overall accounting software ecosystem, and is just one aspect of financial management. These solutions generally integrate with other accounting, ERP, or CRM tools for greater insights and transparency into business processes. As a business grows its customer base, billing software provides one central location for all invoice and collection needs, allowing businesses to stay organized and on top of their finances and overall revenue management. ### Why Use Billing Software? The reasons for using billing software appear simple at first; in actuality, billing solutions provide a breadth of advantages for accounting departments and businesses. The business problems that billing and invoice software solve range from basic organization of invoices, to automated collection, simpler record keeping and tracking, and even improved customer relations. **Improved Organization –** When a business has multiple customers, it can be challenging to keep track of all invoices. That’s where billing and invoice software comes in to play. Billing solutions provide one central location for all invoices, so accountants are never scrambling to find documentation surrounding paid or unpaid bills. This billing hub ensures that businesses can better keep track of all customers and where they stand with their payments. This helps businesses improve customer relationships through the ability to routinely follow up and request payments when they are due. It also helps accounts receivable departments track all incoming finances for better overall accounting. If a business is not using a payment management system, such as a billing and invoicing software, then accounting departments will be spending hours just attempting to organize invoices, let alone make sense of them. **Billing Automation –** Before billing automation, businesses would usually have to create invoices in a basic document creation software (such as Microsoft Word), print the invoice, and mail it to a customer. That customer would usually have to write a check and mail it back to the business. However, billing and invoice software allows users to automate this process from start to finish. Users can create invoices online and send them to customers instantly via email or a client portal. This online invoicing allows customers to then pay instantly through the application, and the business receives its money instantly. This automation saves businesses time and effort, and allows for increased tracking capabilities. The biggest business problem being solved with billing automation is attempting to eliminate late or missed payments by customers. By doing so, businesses can collect money on time and help improve revenue growth month over month, quarter over quarter, and year over year for increased valuation. **Easier Record Keeping and Tracking –** By integrating billing and invoice software with accounting software, users can easily keep track of end-to-end accounting records. Billing software specifically tracks all expenses and records from invoice creation to the payment by the customer. This provides more transparency for businesses and allows for accurate accounting through the end of the billing cycle. These solutions also provide insights into the financial standing of customers, which is a huge benefit when customers are set up for subscription billing. **Improved Customer Relations –** Sending prompt alerts for customers with outstanding balances is not only a good way to ensure timely payments; it is also a way to reach out and build customer relationships. One might believe that these notifications are agitating, but in reality, customers want to pay on time, so being proactive in this scenario is helpful. Additionally, client portals offer a way for accountants on both sides of the invoice to quickly converse as well as a way for companies to provide quick customer service. By staying on top of billing inquiries, businesses can maintain positive relationships with customers and receive timely payments. ### Who Uses Billing Software? Billing and invoicing software is used by a number of different employees within an organization. The main role that utilizes billing solutions are accountants. An accountant is a broad title, but often in-house accountants are in charge of accounts payable and accounts receivable, meaning they are required to collect payments from customers. Those specifically tasked with collection may be considered billing coordinators or collection specialists. Some larger enterprises may employ billing analysts to help forecast and budget based on billing and revenue history. For professional services, a project manager may be in charge of invoicing customers. This is done based on specific projects, how much time was spent on a project, and the hourly cost for the customer. The project manager may be tasked with working with the customer and ensuring timely payments come in, regardless of the progress of the project. In the health care world, medical billers and coders are in charge of collected outstanding payments. This is a much more complex and regulated form of billing collection due to insurance claims and the complications included with that side of the business. For smaller, private practices, the doctor or the office administrator may be in charge of filing insurance claims and collecting payments. Other practices may outsource to medical billing services. Small-business owners may be the ones in charge of collecting payments if the company is not large enough to have its own accounting team. Often, these users will have a small-business accounting tool that offers online invoicing and invoice templates. These solutions are built for those that do not have the expertise of accountants or collection specialists. ### Kinds of Billing Software **Medical billing software –** [Medical billing software](https://www.g2.com/categories/medical-billing) is used by hospitals, physicians’ offices, home health care facilities, and other medical institutions to create, distribute, and manage bills and invoices for the services they provide to patients. Due to the unique industry requirements of the medical industry, and to encourage compliance with medical privacy regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), it is recommended that medical institutions utilize [medical billing software solution](https://www.g2.com/categories/medical-billing) rather than more general billing and invoicing software that can be used across any industry. These tools offer specific functionality that is especially helpful to medical billers and coders, who need to code patient charts following treatment and initiate insurance claims. Medical billing tools are often set up to easily integrate with other tools that are fundamental to running a hospital or medical practice, such as [EHR tools](https://www.g2.com/categories/ehr) and [medical practice management software](https://www.g2.com/categories/medical-practice-management). Medical practice management tools also often include native billing and invoicing features, eliminating the need for a standalone medical billing tool. The decision of whether to use a standalone medical billing product or a medical practice management tool depends largely on the number of physicians, patients, and procedures conducted within the practice, with mid- to large-scale offices or practices being at the level of maturity to consider a more all-encompassing tool. **Legal billing software –** [Legal billing software](https://www.g2.com/categories/legal-billing) is a critical and foundational tool for any law firm. This software enables attorneys to calculate billable hours and generate invoices to ensure payment is being requested for services provided. Legal billing software can be used by lawyers working independently, entire law firms, or by legal departments within a larger organization. Law firms typically bill hourly, and as such time tracking features are important to look out for in this type of billing and invoicing software. These tools provide legal-focused billing features such as retainer-fee and split-fee functionality as well as the ability to create user standards based on the job role of the person whose time is being billed. Additionally, they provide native activity coding features that align directly with the American Bar Association’s uniform task-based activity codes. Automating the uniformity of billing information helps to more easily serve clients and companies who want to track legal cost benchmarks or more closely track legal expenses. What would have been a largely manual administrative task in the past, or with more general billing tools, becomes streamlined and automated with legal billing software. The type of legal billing software that is right for you or your business will largely depend on the type of legal operation you run. Solo practitioners, small firms, and large firms will all have varying needs when it comes to the features of legal billing and invoicing software. Legal billing features are often included in [legal practice management software](https://www.g2.com/categories/legal-practice-management), which provide tools to manage the daily operations of a law firm (including functionality for case management and client management, among other features) in addition to legal billing. **Billing software for small businesses –** In a small business, time is one of the most valuable resources, and accounting teams could always use more of it. Small businesses often rely on a single accountant, or small team, to manage billing and invoicing, accounts payable and receivable, and balancing the company’s general ledger, among myriad other tasks to keep finances in order. [Invoicing software for small business](https://www.g2.com/categories/billing?segment=small-business)can help ease some of the strain when it comes to streamlining billing and collection processes. To keep a small business afloat, efficient, closely monitored billing practices are a must. These tools frequently offer features for time tracking, invoice due dates and reminders, tax calculators, and more. These automations, templatized tasks, and reminders help a busy accountant who is potentially stretched thin. Invoicing software for small businesses is typically a point solution (a tool that only provides billing features), but there are also [small-business accounting tools](https://www.g2.com/categories/small-business-accounting) which introduce automations into a small business’ end-to-end financial management process, including the billing and collections process. There are a number of free invoicing software products, or products which offer a free trial, that can be beneficial to a smaller company that is just starting out and either doesn’t know the extent of tools needed or is looking to limit expenses. These offerings are typically stripped-down versions with a heavy focus on simplicity and ease of use. **Inventory-based billing software –** Companies that sell physical goods may want to consider purchasing an inventory-based billing software tool. As mentioned above, many billing software products are geared toward billing hours or for services. However, companies that maintain an inventory and sell goods may want to consider an inventory-based billing tool with features specific to their use case. ### Billing Software Features Billing and invoicing software features have many benefits; however, most tie back to the simple solution that these products help minimize late or missed payments, as well as optimize and automate the overall collection process. The following are all reasons why businesses should adopt billing software: **Invoice creation –** Billing software offers users easy and simple invoice creation, whereas prior to billing software, users were required to build out each invoice manually. Instead of this labor-intensive process, invoice templates in billing software enable fast and streamlined invoice creation. By providing pre-built invoice templates, users can quickly create an invoice to be sent off to a customer. If one wishes to customize an invoice, they can include a variety of personalized information, such as a logo, business address, company branded colors, and any other necessary information required in the form. Additional invoice information may include receipts to prove expenses and tax rates, among other fields. Each of these customizations helps make sure a business receives all the formal information required to bill a customer. **Online invoicing –** Prior to billing software, businesses had to not only manually create their invoices, but also send them through the mail. This would take a considerable amount of time and make collections for end of month, end of quarter, and end of year time consuming. If a business prefers to print out invoices and mail them, many products offer the ability to print; with the use of billing software, companies can instantly send over an invoice to a customer via online invoicing. This allows simultaneous invoicing to customers all over the world. Businesses can rapidly collect, because customers can submit payment directly through the invoice, no matter their location. This is particularly convenient for global businesses because billing software can record finance records in all currencies and convert to an overall total. The streamlining of the billing process is a major benefit for businesses and a key reason why companies choose billing software. **Automated reminders –** If a lawyer or a project manager has one client, it might not be a burden to call said client and inquire about paying bills every month; for businesses with hundreds or thousands of clients, it can be a major hassle. Billing software allows users to set up automated alerts that send reminders to customers before their payments are overdue. By setting up these automated alerts for all customers, the accounting team at a company never has to worry about remembering who they have or have not bugged to pay their bills. Additionally, no one has to take the time out of their day to call up and pester a customer for money. These automated reminders help ensure that a business misses less payments from its customers. **Estimates –** Similar to building invoices, many billing solutions allow users to build estimates through the use of pre-built templates and many customization options. The benefit of creating estimates inside billing software is that if the customer accepts the estimate, the user can turn the estimate into an invoice quickly and seamlessly, without having to recreate all the information on the invoice. By recording estimate history, businesses can track rates of acceptance and re-evaluate pricing and discounting tactics to optimize landing new business. **Recurring billing –** For long-term customers, businesses can use billing software to set up recurring payments that automatically charge customers in an agreed-upon cadence. If customers have submitted a credit card as preferred payment, it will automatically be run by the business at each correct date. This makes it easier for both the business and customer, since they can worry less about making and receiving the payment and rely on the software to do the work for them. For businesses that use a subscription-based revenue model, these solutions are often considered subscription management software; however, there is some overlap between the two. **Billable time tracking –** Instead of requiring users to record their billable hours in a spreadsheet or complementary solution, billing software often offers time tracking capabilities. This enables employees to record the exact hours that they work on specific projects and then bill at the rate appropriate to that service. This allows high-level insight into the project as a whole and how much it is costing the client. This functionality is used in PSA software, but offers additional project and resource management capabilities. **Flexible billing options –** The subscription management features within billing software enhance these solutions by easily offering different pricing package for certain customers and unique billing structures. These flexible pricing options make life easier on sales teams and accountants by providing reasoning, one-off value details, and the level of discount they are providing to customers as a whole. For professional services or project-based companies, these flexible billing options are very important. Administrators can set billing rates for specific employees or projects instead of having one standard rate across all business units. Additionally, businesses can opt to bill at certain milestones within the project, even if it is not complete. This is particularly convenient when expensing materials for the client. This flexible functionality is prevalent in PSA software. **Payment tracking and reporting –** When a business has alerted a customer of a required payment and they still do not follow through with their contractual agreements, billing software makes it easy to understand who is lapsing. Instead of digging through spreadsheets or books to know who has and has not paid during that payment period, billing software offers payment reports to get a quick view into customers at fault. Also, these payment reports can provide insights into who has possibly overpaid their invoice and has earned a credit, or which customers require a refund. **Revenue reporting –** Billing software can help businesses record and track revenue. Often, these solutions integrate with a CRM or accounting tool that helps track end-to-end financial details. By knowing which accounts have paid their bills and the overall financial standing of the company, businesses can build budgets, forecast, and give clear pictures into their revenue status. Billing data can feed into corporate performance management (CPM) tools to help conduct such projections. **Client portals –** Some billing solutions offer a client portal or a forum for accountants from both parties to communicate with each other to solve problems. Different departments are also provided a centralized location to view and understand billing details. Companies can make payment information and options clear to customers through the methods indicated by the billing software product. In addition to basic communication, a client portal provides a location for customers to see their entire transaction history and any outstanding payments. If a customer needs a copy of a particular invoice or receipt, instead of submitting a request for that document, they can simply download it from their portal. This saves time for both the business and customer. This transparency is also particularly beneficial for project managers who are billing a client for specific tasks or milestones, as well as tracking expenses. The client can have exact insight into the progress of the project and what they are being charged for. **Mobile billing –** Many billing solutions offer a mobile application so that users can send and receive invoices on the go. This is particularly helpful for service businesses, so that when a project or job is completed the employee can send an invoice immediately upon completion. By sending it from a mobile phone, the employee does not need to record the information after the fact; instead, they send the invoice and receive it on the spot. This is an invaluable time-saver for small businesses. ### Billing Software Trends The billing software industry has not taken many progressive steps in terms of innovation in recent years; however, some basic trends in the entire software world are relative to billing and invoicing software, including cloud-based and mobile applications, as well as integrations. In the future, billing solutions may include blockchain technology. Blockchain ledgers would help improve the speed of transactions from business to business. In addition, it would help security concerns by keeping the terms of a contract encrypted, as well as the amount of the transaction private. Blockchain may help billing users optimize ledger recordings by automating the step between billing and general ledger. The payment would be automatically put into a blockchain ledger and the information recorded. This would help improve financial close and make the life of accountants much easier at the end of months, quarters, and years. ### Potential Issues with Billing Software Any time a company is making transactions, there also runs a risk of error. For billing and invoicing software, these errors may come in a variety of different ways. **Failed Transactions –** One error may be a failed transaction, where the customer provides a payment but it does not go through. This may happen when the customer is light on cash or something much less concerning occurs, such as an expired credit card. Regardless, this can cause difficulties for accounting teams because they are not receiving the correct amount of funds on time. **Discounts and Promotions –** Many billing solutions provide flexible payment options, but if these are not communicated properly, customers may pay an incorrect amount. If a sales representative has given an incorrect discount, then this may cause errors. Fortunately, billing solutions usually display how much credit a customer has in the event of overpaying. **Automatic Billing Issues –** This is more likely to be a concern with subscription management software, but it is relevant to billing solutions as well. If a customer is signed up for automatic billing each month, but for some reason has insufficient funds in their account, then the automatic transaction would be rejected. This again becomes problematic when trying to collect funds by a certain date. Additionally, if a customer is unaware that they are enrolled in recurring billing and is subsequently charged, then they may be unhappy. ### Software and Services Related to Billing Software There are a number of related software categories that integrate and work in tandem with billing and invoice software. [Accounting software](https://www.g2.com/categories/accounting) is the most obvious of all billing integrations. By connecting billing and accounting software, companies can improve tracking and recording practices and further automate tedious accounting tasks. Smaller companies may choose to utilize [small-business accounting software](https://www.g2.com/categories/small-business-accounting) that offers all necessary accounting functionality for smaller shops, including invoice creation and online invoicing. Additionally, [ERP systems](https://www.g2.com/categories/erp-systems) may provide billing modules within the accounting solutions offered. [CRM](https://www.g2.com/categories/crm) systems can connect to billing solutions to provide insight into exact accounts and their billing history, as well as denote any outstanding payments they may have. This is convenient because it provides transparency across business units, aligning sales and accounting teams. Sales may also utilize [CPQ software](https://www.g2.com/categories/cpq), which can be impacted by billing in the sense that the quotes provided from a CPQ solution can be turned into an invoice. Again, this helps optimize processes for sales and accounting. For professional service companies, connecting [time tracking](https://www.g2.com/categories/time-tracking) and billing is critical because they frequently bill hourly. Providing insights into the amount of time an employee put into a specific project and how much they earned for the company based on that time tracking is a crucial business process. Often, time and billing capabilities are combined in [professional services automation (PSA) software](https://www.g2.com/categories/professional-services-automation), which can send invoices directly from the tool. Subscription management software offers recurring billing functionality for businesses that use a subscription model for revenue. These payments will be processed automatically. This is particularly convenient for e-commerce businesses that rely on yearly or monthly subscriptions.