# 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. ## Top Billing Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) | 4.1/5.0 (4,688 reviews) | End-to-end billing with customizable revenue recognition | "[NetSuite Unifies Core Processes with Powerful Visibility and Reporting](https://www.g2.com/survey_responses/netsuite-review-12967208)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,616 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Perfect for Sole Traders – Simple, Intuitive and Stress-Free](https://www.g2.com/survey_responses/xero-review-12985482)" | | 3 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,779 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 4 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.4/5.0 (184 reviews) | PayPal-native invoicing with integrated payment collection | "[Fast, Convenient Invoicing With Instant Payments and Smart Reminders](https://www.g2.com/survey_responses/paypal-invoicing-review-12958055)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,182 reviews) | Mobile invoicing with integrated payment collection | "[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)" | | 6 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (358 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)" | | 7 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (955 reviews) | Service-business invoicing with automated recurring billing | "[Slick Invoicing and Time Tracking That Makes Billing Effortless](https://www.g2.com/survey_responses/freshbooks-review-12632716)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,940 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 (956 reviews) | — | "[Simple to Start and Use with the Best Support I've Experienced from any company](https://www.g2.com/survey_responses/chargebee-review-12793070)" | ## How Many Billing Software Products Does G2 Track? **Total Products under this Category:** 762 ### Category Stats (Jun 2026) - **Average Rating**: 4.41/5 (↓0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: BaseBuilders (+1.64%) - Among all products in this category, BaseBuilders recorded the largest rating increase compared to last month *Last updated: June 24, 2026* ## How Does G2 Rank Billing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 32,400+ Authentic Reviews - 762+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. [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=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1585&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&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%3Fsegment%3Dsmall-business&secure%5Btoken%5D=5defd2c3fcfb18440560f0632797ef38c64b508d42ccd43d8cefb63ae2f14575&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [Xero](https://www.g2.com/products/xero/reviews) Xero is a cloud-based accounting software solution designed to help small business owners and accounting professionals manage their financial operations efficiently. With a user-friendly interface and a focus on automation, Xero enables users to streamline their bookkeeping processes, allowing them to concentrate on growing their businesses rather than getting bogged down by administrative tasks. Targeted primarily at small businesses, Xero caters to a diverse audience that includes entrepreneurs, freelancers, and accounting firms. The platform is particularly beneficial for those who seek to simplify financial management while ensuring compliance with regional tax regulations. Xero's innovative features, such as JAX (Just Ask Xero), an AI financial superagent, enhance the user experience by providing real-time insights and automating routine tasks. This allows users to create quotes, send invoices, and reconcile bank transactions through natural language commands, making financial management more accessible and efficient. One of the key features of Xero is its ability to automate data ingestion from various sources, including banks and e-commerce platforms. This functionality significantly reduces the time spent on manual data entry, with many users reporting an average savings of six hours per month. Additionally, Xero's smart bank reconciliation adapts to user patterns, simplifying the bookkeeping process to a straightforward click-to-confirm operation. This level of efficiency not only saves time but also enhances accuracy in financial reporting. Xero also prioritizes cash flow management, a critical aspect for any business. Users can create customizable online invoices equipped with integrated "Pay Now" buttons, which facilitate faster payments. Coupled with automated payment reminders, Xero helps businesses reduce the time spent on collections, allowing them to focus on revenue generation. Furthermore, Xero's tools are designed to simplify tax compliance across various jurisdictions, making it easier for users to navigate the complexities of tax regulations. The platform is supported by a robust ecosystem of over 1,000 third-party applications and a global directory of certified accountants and bookkeepers. This connectivity ensures that users have access to specialized tools for inventory management, customer relationship management, and financial advice tailored to their specific needs. With a customer support team rated highly by new users, Xero provides the assurance and assistance necessary for businesses to operate confidently in their financial endeavors. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,616 **How Do G2 Users Rate Xero?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.8/10 (Category avg: 8.7/10) - **Payments:** 8.6/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Xero?** - **Seller:** [Xero](https://www.g2.com/sellers/xero-390f429b-8d4b-4170-a85d-f071f0cc536d) - **Company Website:** https://www.xero.com - **Year Founded:** 2006 - **HQ Location:** Wellington - **Twitter:** @Xero (77,493 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50780/ (6,186 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 72% Small-Business, 33% Mid-Market #### What Are Xero's Pros and Cons? **Pros:** - Ease of Use (840 reviews) - Invoice Management (363 reviews) - Transactions (314 reviews) - Efficiency (302 reviews) - Simple (275 reviews) **Cons:** - Missing Features (314 reviews) - Limited Options (172 reviews) - Limited Customization (138 reviews) - Accounting Limitations (132 reviews) - Poor Customer Support (119 reviews) ### What Do G2 Reviewers Say About Xero? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Xero, valuing its automatic invoicing and compatibility with other systems. - Users love Xero's **automatic invoice generation** , simplifying operations and reducing time spent on billing and payments. - Users value the **efficient transaction handling** in Xero, enabling easy reconciliations and smooth financial workflows. - Users appreciate Xero’s **efficiency** , as it simplifies invoicing, reporting, and streamlines financial management effectively. - Users find Xero's **simplicity in invoicing and payment tracking** invaluable for maintaining an efficient financial workflow. **Cons:** - Users find Xero has **missing features** and lacks flexibility, making it challenging and time-consuming to use effectively. - Users find the **limited features** of Xero hinder customization and basic reporting and forecasting capabilities. - Users find Xero has **limited customization** in reporting, making it challenging to analyze data thoroughly. - Users find the **reporting limitations** in Xero restrictive, impacting workflow and making detailed analysis more cumbersome. - Users express frustration with the **poor customer support** , particularly due to the absence of immediate telephone assistance. #### What Are Recent G2 Reviews of Xero? **"[Perfect for Sole Traders – Simple, Intuitive and Stress-Free](https://www.g2.com/survey_responses/xero-review-12985482)"** **Rating:** 5.0/5.0 stars *— Philip D.* [Read full review](https://www.g2.com/survey_responses/xero-review-12985482) --- **"[Xero Brings Clear Financial Visibility and Organized Accounting in One Place](https://www.g2.com/survey_responses/xero-review-12992762)"** **Rating:** 4.5/5.0 stars *— Dar F.* [Read full review](https://www.g2.com/survey_responses/xero-review-12992762) --- #### What Are G2 Users Discussing About Xero? - [What is Xero used for?](https://www.g2.com/discussions/what-is-xero-used-for) - 4 comments - [Is Xero easy to use?](https://www.g2.com/discussions/is-xero-easy-to-use) - 3 comments, 2 upvotes - [What are the features of accounting software?](https://www.g2.com/discussions/xero-what-are-the-features-of-accounting-software) - [Is XERO a good accounting software?](https://www.g2.com/discussions/is-xero-a-good-accounting-software) - 4 comments, 1 upvote - [What is Xero software used for?](https://www.g2.com/discussions/what-is-xero-software-used-for) - 4 comments ### 2. [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) PayPal Invoicing is a specialized invoicing solution designed to assist users in creating and managing professional invoices efficiently. This tool caters to businesses and freelancers who require a streamlined process for billing clients, regardless of whether those clients have a PayPal account. By simplifying the invoicing process, PayPal Invoicing allows users to focus on their core activities while ensuring timely payments. Targeted primarily at small to medium-sized businesses, freelancers, and service providers, PayPal Invoicing serves a diverse audience that values efficiency and professionalism in their billing practices. It is particularly beneficial for those who manage multiple clients or projects and need a reliable way to track payments and outstanding invoices. The platform supports various use cases, including one-time services, recurring billing for ongoing contracts, and customizable invoicing for unique client needs. One of the key features of PayPal Invoicing is its ability to create customizable templates and data fields. This flexibility allows users to tailor invoices to their specific requirements, making it easier for clients to understand the charges and for users to maintain accurate records for tax reporting purposes. Additionally, the option to set up recurring invoices simplifies the billing process for ongoing services, ensuring that users do not miss out on payments for regular work. Another significant advantage of PayPal Invoicing is its efficiency in facilitating payments. According to PayPal data, 78% of all payments made through PayPal Invoicing are completed within one day of the invoice being sent. This rapid payment turnaround can significantly enhance cash flow for businesses, allowing them to reinvest in their operations or manage expenses more effectively. Furthermore, the service is free to create and send invoices, with fees only applicable when payments are received, making it a cost-effective solution for managing invoicing needs. Overall, PayPal Invoicing stands out in the invoicing category due to its user-friendly interface, customizable options, and rapid payment processing capabilities. By providing a comprehensive invoicing solution that caters to the needs of various users, it helps streamline financial transactions and improve overall business efficiency. **Average Rating:** 4.4/5.0 **Total Reviews:** 184 **How Do G2 Users Rate PayPal Invoicing?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 8.2/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind PayPal Invoicing?** - **Seller:** [PayPal](https://www.g2.com/sellers/paypal) - **Company Website:** https://www.paypal.com/ - **Year Founded:** 1998 - **HQ Location:** San Jose, CA - **Twitter:** @PayPal (1,112,487 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1482/ (36,915 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Founder - **Top Industries:** Information Technology and Services, Apparel & Fashion - **Company Size:** 74% Small-Business, 16% Mid-Market #### What Are PayPal Invoicing's Pros and Cons? **Pros:** - Ease of Use (93 reviews) - Invoicing (86 reviews) - Invoicing Ease (82 reviews) - Invoicing Management (76 reviews) - Payment Processing (54 reviews) **Cons:** - Expensive (59 reviews) - High Fees (56 reviews) - Limited Customization (34 reviews) - Payment Issues (33 reviews) - Invoicing Issues (31 reviews) ### What Do G2 Reviewers Say About PayPal Invoicing? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of PayPal Invoicing, making professional invoicing quick and effortless. - Users love the **fast and simple invoicing** process of PayPal Invoicing, enabling quicker payments and better cash flow. - Users value the **fast and simple invoicing** process of PayPal Invoicing, enhancing timely payments and cash flow. - Users value the **fast and simple invoicing** process of PayPal Invoicing, which facilitates quicker payments and streamlined management. - Users appreciate the **fast and reliable payment processing** of PayPal Invoicing, enhancing professionalism and client trust. **Cons:** - Users find the **transaction fees high** , especially affecting small businesses and freelancers' cash flow management. - Users find that the **high transaction fees** of PayPal Invoicing can be burdensome for small businesses and freelancers. - Users find the **limited customization** options for invoices somewhat restrictive, impacting their overall satisfaction with PayPal Invoicing. - Users dislike the **payment issues** with PayPal Invoicing, citing high fees and reduced client preference. - Users report **invoicing issues** including slow loading times, limited features, and high fees affecting their overall experience. #### What Are Recent G2 Reviews of PayPal Invoicing? **"[Fast, Convenient Invoicing With Instant Payments and Smart Reminders](https://www.g2.com/survey_responses/paypal-invoicing-review-12958055)"** **Rating:** 4.5/5.0 stars *— Raymond D.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-12958055) --- **"[It ended up having a much bigger positive impact than I expected](https://www.g2.com/survey_responses/paypal-invoicing-review-12995716)"** **Rating:** 5.0/5.0 stars *— Phil J.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-12995716) --- #### 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 - [What do I need to send a PayPal invoice?](https://www.g2.com/discussions/what-do-i-need-to-send-a-paypal-invoice) - 1 comment - [How does invoicing work on PayPal?](https://www.g2.com/discussions/how-does-invoicing-work-on-paypal) - 2 comments ### 3. [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) Square Point of Sale is a powerful, flexible POS system built for every kind of business—from restaurants and retailers to salons and professional services. With Square POS, you can manage your entire operation from one place. Accept payments in person, online, or on the go. Track sales, inventory, and customer preferences in real time, and use built-in analytics to understand how your business is performing across every location and channel. Tailored solutions of every business. Square POS includes seven industry modes: Quick Service, Full Service, Bar, Retail, Bookings, Services, and Standard. Each mode includes features designed for your business type, including order management, KDS, and pre-authorized tabs for restaurants, appointment scheduling for beauty providers, invoices and estimates for service professionals, and inventory and vendor management for retailers. A POS that grows with your business. As your business evolves, Square POS adapts with you. Easily switch modes, add locations, or manage multiple concepts within one app. Square hardware works across every mode, from countertop setups to mobile readers, so you can take payments wherever your customers are. Simplify your operations. Square combines payments, hardware, and software in one unified platform. Accept all major payment types, including tap, chip, swipe, and digital wallets like Apple Pay and Google Pay. Get paid as soon as the next business day, with transparent pricing, no hidden fees, and no long-term contracts. Insights and tools that drive growth. Square POS includes built-in reports that track sales, customers, staff, and inventory in real time. Square AI delivers smart insights to help you make more informed business decisions. And with integrated tools like Square Marketing, Payroll, Banking, and Square Online, you can manage your entire business from one connected platform. Get started in minutes. Square POS is free to download and simple to set up. Train your team quickly and start accepting payments right away. Explore advanced features with a 30-day free trial, and upgrade anytime. Transparent pricing means you always know what you’ll pay—with no contracts or surprises. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,182 **How Do G2 Users Rate Square Point of Sale?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 8.6/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Square Point of Sale?** - **Seller:** [Block](https://www.g2.com/sellers/block) - **Company Website:** https://block.xyz/ - **Year Founded:** 2009 - **HQ Location:** Oakland, California - **Twitter:** @Square (309,691 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joinblock/ (12,254 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Business Owner - **Top Industries:** Retail, Food & Beverages - **Company Size:** 89% Small-Business, 7% Mid-Market #### What Are Square Point of Sale's Pros and Cons? **Pros:** - Ease of Use (121 reviews) - Payment Processing (58 reviews) - Features (44 reviews) - Simple (42 reviews) - Setup Ease (41 reviews) **Cons:** - High Fees (30 reviews) - Expensive (24 reviews) - Access Limitations (19 reviews) - Missing Features (17 reviews) - Payment Issues (17 reviews) ### What Do G2 Reviewers Say About Square Point of Sale? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** with Square Point of Sale, appreciating its quick setup and intuitive navigation. - Users appreciate the **ease of payment processing** with Square Point of Sale, facilitating seamless transactions across devices. - Users value the **robust reporting tools** in Square Point of Sale for data-driven decision making and convenience. - Users appreciate the **ease of use** of Square Point of Sale, making it ideal for beginners and efficient in operations. - Users commend the **easy setup** of Square Point of Sale, appreciating its quick and straightforward installation process. **Cons:** - Users express concerns about **high fees** , noting transaction and add-on costs can accumulate as businesses expand. - Users find the **fees for Square Point of Sale** to be higher compared to other options, impacting overall affordability. - Users find **access limitations** frustrating, as programming can be tedious and requires a stable internet connection to function. - Users report **missing features** like unreliable mobile add-ons and basic layout hindering navigation and e-commerce integration. - Users face **payment issues** , noting high transaction fees and slow verification processes that hinder business growth. #### What Are Recent G2 Reviews of Square Point of Sale? **"[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) --- **"[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) --- #### 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) - [What are the key features of a point of sale system?](https://www.g2.com/discussions/square-point-of-sale-what-are-the-key-features-of-a-point-of-sale-system) - 1 comment - [Is Square Point of Sale free?](https://www.g2.com/discussions/is-square-point-of-sale-free) - 2 comments, 1 upvote ### 4. [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history. - Managing customers and item information Zoho Invoice helps you maintain all of your customer and item information in one place. Details such as basic contact information, billing and shipping addresses, and tax information can be added to each customer. Similarly, details such as the selling price and product description can be added for each item. When you create transactions, all you have to do is select the right customer and items, and the system takes care of the rest. - Seamless invoicing Zoho Invoice makes managing and monitoring invoices easy. With its intuitive interface, you can create and send invoices with just a few clicks. It gives you the ability to personalize and brand your invoices with pre-designed templates. All the invoices you create are stored and can be referenced or used later as you need them. Besides invoices, you can use Zoho Invoice to create quotes, retainers for advance payments, credit notes for sales returns, and more. - Time tracking Zoho Invoice lets you track time effortlessly and bill your clients for hours spent on your projects. Once you invite users to your projects, they can log hours from their mobile device or desktop. - Payment collection Zoho Invoice offers integrations with 10+ payment gateways to help you collect payments on time. Payments collected through offline payment modes such as cash or checks can be recorded easily too. Payment reminders can be sent automatically, and your users can always keep track of their customers' payments. - Expense tracking Zoho Invoice makes it easier for you to track your expenses—whether they're regular office expenses, mileage expenses, or reimbursable expenses incurred on behalf of customers. You can classify the expenses under different categories to make it easier to review them, and capture expense receipts right from your mobile device and attach them to your expenses. - Client portal The Client portal in Zoho Invoice is a self-service area where your customers can view and update their billing information, view and accept estimates, pay for your invoices, and download statements. If you offer live chat support, your customers can initiate a chat request right from the portal. The whole experience is designed to make it as easy as possible for your customers to get what they need, leaving you free to focus on your business. - Reports Zoho Invoice supports over 30 reports to give you detailed insights into the financial health of your business. With these real-time reports, you can track key metrics such as best-selling products, invoice statuses, pending payments, and more. **Average Rating:** 4.7/5.0 **Total Reviews:** 358 **How Do G2 Users Rate Zoho Invoice?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Zoho Invoice?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 87% Small-Business, 9% Mid-Market #### What Are Zoho Invoice's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Invoicing (12 reviews) - Invoicing Ease (10 reviews) - Simple (6 reviews) - User Interface (6 reviews) **Cons:** - Missing Features (3 reviews) - Limited Customization (2 reviews) - Poor Customer Support (2 reviews) - Approval Process Issues (1 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About Zoho Invoice? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho Invoice, which simplifies invoicing and enhances client communication. - Users appreciate the **ease of generating invoices** with Zoho Invoice, streamlining their workflow effectively and efficiently. - Users love the **ease of generating and distributing invoices** with Zoho Invoice, appreciating its simplicity and customization. - Users love the **free and user-friendly interface** of Zoho Invoice, making invoicing simple and efficient. - Users appreciate the **neat and functional user interface** of Zoho Invoice, making invoicing efficient and straightforward. **Cons:** - Users face **missing features** like currency change and template options, impacting the usability of Zoho Invoice. - Users feel there is **limited customization** in Zoho Invoice templates, wishing for more design flexibility and options. - Users express frustration over **poor customer support** , feeling abandoned without assistance for essential features like multi-currency support. - Users express frustration over the **approval process issues** in Zoho Invoice, feeling it restricts necessary functionality for global operations. - Users report struggles with **billing issues** , including difficulties in obtaining refunds for incorrect subscriptions. #### What Are Recent G2 Reviews of Zoho Invoice? **"[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/zoho-invoice-review-13033429) --- **"[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) --- #### 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 - [What are the features of invoice?](https://www.g2.com/discussions/zoho-invoice-what-are-the-features-of-invoice) - 1 comment - [What is Zoho Invoice?](https://www.g2.com/discussions/what-is-zoho-invoice) - 1 comment ### 5. [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,779 **How Do G2 Users Rate BILL AP/AR?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.8/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind BILL AP/AR?** - **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com) - **Company Website:** https://www.bill.com/ - **Year Founded:** 2006 - **HQ Location:** San Jose, CA - **Twitter:** @billcom (17,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 62% Small-Business, 28% Mid-Market #### What Are BILL AP/AR's Pros and Cons? **Pros:** - Ease of Use (622 reviews) - Easy Payments (434 reviews) - Simple (280 reviews) - Efficiency (279 reviews) - Easy Setup (248 reviews) **Cons:** - Invoicing Problems (251 reviews) - Sync Issues (206 reviews) - Payment Issues (177 reviews) - Missing Features (164 reviews) - Technical Issues (152 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users find BILL AP/AR to be **extremely user-friendly** , allowing seamless access and efficient invoice processing. - Users find **easy payments** with Bill.com, praising its intuitive interface and reliable ERP integration for effortless workflows. - Users appreciate the **simplicity and ease of use** of BILL AP/AR, notably for its efficient invoice processing. - Users value the **efficiency** of BILL AP/AR, as it streamlines workflows and simplifies payment processes significantly. - Users love the **easy setup** of BILL AP/AR, making implementation and invoice processing a breeze. **Cons:** - Users face **invoicing problems** with difficulties in syncing, approver management, and editing fields in the platform. - Users experience **sync issues** with BILL AP/AR, making payment tracking cumbersome and time-consuming. - Users face **payment issues** with Bill AP/AR, including frustrations with partial payments and syncing problems. - Users are frustrated by the **missing features** in BILL AP/AR, particularly regarding search, approvals, and vendor discounts. - Users face **technical issues** with BILL AP/AR, including date inaccuracies and document attachment problems that hinder workflow. #### What Are Recent G2 Reviews of BILL AP/AR? **"[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)"** **Rating:** 4.0/5.0 stars *— Samruddi M.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375) --- **"[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) --- #### 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) - [How long does Bill com take to pay?](https://www.g2.com/discussions/how-long-does-bill-com-take-to-pay) - 2 comments ### 6. [FreshBooks](https://www.g2.com/products/freshbooks/reviews) FreshBooks is software that simplifies the complicated world of bookkeeping and accounting. With FreshBooks, you can run your billing, books, and payroll all from one platform—no complicated spreadsheets or convoluted software. With FreshBooks, you’ll save time and get peace of mind. • Run your billing, books, and payroll on the same platform. • Build invoices in seconds and get paid twice as fast. • Create reports that allow you to see the health of your business instantly. • Stay organized for tax time and compliant with tax regulations. • Collaborate with clients, manage billing, and track project profitability. **Average Rating:** 4.5/5.0 **Total Reviews:** 955 **How Do G2 Users Rate FreshBooks?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Accounting:** 7.9/10 (Category avg: 8.7/10) - **Payments:** 8.4/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind FreshBooks?** - **Seller:** [FreshBooks](https://www.g2.com/sellers/freshbooks) - **Company Website:** https://www.freshbooks.com/ - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @freshbooks (28,085 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/116468/ (391 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 80% Small-Business, 9% Mid-Market #### What Are FreshBooks's Pros and Cons? **Pros:** - Ease of Use (208 reviews) - Customer Support (113 reviews) - Simple (87 reviews) - Helpful (64 reviews) - Time Tracking (51 reviews) **Cons:** - Invoicing Issues (40 reviews) - Limited Features (34 reviews) - High Fees (32 reviews) - Missing Features (29 reviews) - Limited Customization (24 reviews) ### What Do G2 Reviewers Say About FreshBooks? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of FreshBooks, making daily accounting tasks simple and stress-free. - Users rave about FreshBooks' **responsive customer support** , ensuring quick resolutions and exceptional assistance for all queries. - Users love the **simplicity and efficiency** of FreshBooks, making accounting tasks manageable for small business owners. - Users value the **excellent customer support** from FreshBooks, highlighting prompt assistance and helpful feature guidance. - Users appreciate the **ease of time tracking** in FreshBooks, facilitating efficient time logging and reporting. **Cons:** - Users report frequent **invoicing issues** with FreshBooks, including crashes, incorrect dates, and confusion over multiple delivery addresses. - Users are frustrated by **limited features** in FreshBooks, citing removals and lack of necessary tools for larger businesses. - Users feel that the **high fees** of FreshBooks may be burdensome for freelancers and small businesses on a budget. - Users are dissatisfied with the **missing features** in FreshBooks, noting limitations in invoicing and customization options. - Users find the **limited customization** in FreshBooks restrictive, seeking more flexibility in reporting and templates. #### What Are Recent G2 Reviews of FreshBooks? **"[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) --- **"[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) --- #### 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) - [What is FreshBooks?](https://www.g2.com/discussions/what-is-freshbooks) - 1 comment - [What is FreshBooks used for?](https://www.g2.com/discussions/what-is-freshbooks-used-for) - 1 comment, 1 upvote ### 7. [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) 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. **Average Rating:** 4.1/5.0 **Total Reviews:** 4,688 **How Do G2 Users Rate NetSuite?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.9/10) - **Accounting:** 8.0/10 (Category avg: 8.7/10) - **Payments:** 7.7/10 (Category avg: 8.6/10) - **Management:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind NetSuite?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** https://www.oracle.com/middleware/technologies/api-manager.html - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accounting Manager - **Top Industries:** Computer Software, Accounting - **Company Size:** 57% Mid-Market, 31% Small-Business #### What Are NetSuite's Pros and Cons? **Pros:** - Ease of Use (521 reviews) - Customizability (342 reviews) - Functionality (318 reviews) - Customization Options (304 reviews) - Customization (278 reviews) **Cons:** - Learning Curve (354 reviews) - Improvement Needed (306 reviews) - Missing Features (265 reviews) - Limited Customization (229 reviews) - Not User-Friendly (227 reviews) ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users find NetSuite's interface to offer **ease of use** , making functionalities straightforward and customizable for their needs. - Users value the **customizability** of NetSuite, enhancing reporting, inventory management, and integration across their operations. - Users appreciate the **robust functionality** of NetSuite, facilitating seamless integration, customization, and effective reporting capabilities. - Users value the **extensive customization options** of NetSuite, significantly enhancing their business management capabilities. - Users love the **customization capabilities** of NetSuite, allowing impactful changes tailored to their business needs. **Cons:** - Users find the **steep learning curve** of NetSuite frustrating, making initial navigation and setup time-consuming. - Users find the **complex reports** and interface of NetSuite need significant improvements for better usability. - Users find **missing features** in areas like project tasks and cash-flow management, leading to limitations and frustrations. - Users are frustrated by the **limited customization** options in NetSuite, affecting both aesthetics and functionality. - Users find the **interface not user-friendly** , often struggling with reports and requiring technical expertise for configurations. #### What Are Recent G2 Reviews of NetSuite? **"[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)"** **Rating:** 5.0/5.0 stars *— David K.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12905951) --- **"[NetSuite Unifies Core Processes with Powerful Visibility and Reporting](https://www.g2.com/survey_responses/netsuite-review-12967208)"** **Rating:** 4.5/5.0 stars *— Abhishek G.* [Read full review](https://www.g2.com/survey_responses/netsuite-review-12967208) --- #### 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 - [What is a NetSuite software?](https://www.g2.com/discussions/what-is-a-netsuite-software) - 3 comments ### 8. [Refrens Accounting](https://www.g2.com/products/refrens-accounting/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 125 **How Do G2 Users Rate Refrens Accounting?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Accounting:** 9.2/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Refrens Accounting?** - **Seller:** [Naman Sarawagi](https://www.g2.com/sellers/naman-sarawagi) - **Year Founded:** 2018 - **HQ Location:** Bengaluru, IN - **Twitter:** @RefrensApp (1,619 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/refrens (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Director - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 93% Small-Business, 2% Mid-Market #### What Are Refrens Accounting's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Invoice Management (45 reviews) - Invoicing (38 reviews) - Invoicing Ease (24 reviews) - Customer Support (17 reviews) **Cons:** - Missing Features (27 reviews) - Limited Customization (14 reviews) - Expensive (5 reviews) - Difficult Customization (4 reviews) - Inadequate Reporting (4 reviews) ### What Do G2 Reviewers Say About Refrens Accounting? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Refrens Accounting exceptional, streamlining invoicing and record-keeping effortlessly. - Users find the **user-friendly invoicing tools** in Refrens Accounting efficient, streamlining their invoicing and quotation processes. - Users appreciate the **simplicity and efficiency of invoicing** in Refrens Accounting, streamlining financial work effectively. - Users value the **simplicity of invoicing** in Refrens Accounting, enabling effortless client management and communication. - Users highlight the **outstanding customer support** of Refrens Accounting, enhancing their experience while managing their business. **Cons:** - Users find that **missing features** such as customization options limit the overall effectiveness of Refrens Accounting. - Users find that **customization options are limited** , affecting their experience and access to advanced accounting features. - Users find the **pricing too high** , especially for small businesses compared to other available software options. - Users find the **difficult customization** options in Refrens limiting, impacting document flexibility and branding alignment. - Users find **inadequate reporting** options limiting, especially as their accounting needs grow more complex over time. #### 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) --- **"[Effortless Client Management and Fast Invoicing in One Clean Platform](https://www.g2.com/survey_responses/refrens-accounting-review-12943282)"** **Rating:** 5.0/5.0 stars *— Verified User in Graphic Design* [Read full review](https://www.g2.com/survey_responses/refrens-accounting-review-12943282) --- ### 9. [Zoho Books](https://www.g2.com/products/zoho-books/reviews) Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently track payables and receivables, customise invoices, and set up automated payment reminders for your clients. The platform allows you to connect and reconcile bank accounts, fetching and matching transactions seamlessly. Zoho Books also includes customer and vendor portals, making it easy for all parties to keep track of their transactions with you. Payment gateways integrated within the platform provide your customers with multiple reliable payment methods, ensuring hassle-free payments. The user-friendly interface simplifies navigation for you and your team, enhancing productivity. With over 70 detailed reports, Zoho Books offers valuable insights into your financial health. Security is a top priority, and Zoho Books safeguards your data and privacy with stringent access controls, ensuring only authorized users can access your information. The free mobile app keeps you updated with your financial transactions on the go, providing flexibility and convenience. Zoho Books is an all-in-one platform equipped with every feature a business needs to manage its accounting tasks and organise transactions effectively. **Average Rating:** 4.4/5.0 **Total Reviews:** 320 **How Do G2 Users Rate Zoho Books?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Zoho Books?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, Account Executive - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 70% Small-Business, 22% Mid-Market #### What Are Zoho Books's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Invoice Management (19 reviews) - Easy Setup (11 reviews) - User Interface (11 reviews) - Tax Management (10 reviews) **Cons:** - Missing Features (15 reviews) - Poor Customer Support (11 reviews) - Expensive (4 reviews) - Learning Curve (4 reviews) - Limited Customization (4 reviews) ### What Do G2 Reviewers Say About Zoho Books? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Zoho Books, facilitating smooth transactions and effortless integration with other apps. - Users appreciate the **invoicing automation** in Zoho Books, which streamlines processes and saves valuable time effectively. - Users find the **easy setup** of Zoho Books to be straightforward, enhancing their overall experience efficiently. - Users love the **user-friendly interface** of Zoho Books, which simplifies accounting tasks and enhances overall productivity. - Users appreciate the **effortless tax management** in Zoho Books, which ensures compliance and reduces bookkeeping hassle. **Cons:** - Users express a desire for more **flexibility and features** , citing limitations in account management and support accessibility. - Users report **poor customer support** with slow response times and unresolved issues hindering their experience with Zoho Books. - Users find Zoho Books **expensive** , particularly for small enterprises needing advanced features, which can strain budgets. - Users note a **steep learning curve** for beginners, particularly when dealing with advanced features and complex scenarios. - Users find the **limited customization** in reports and templates restrictive, hindering their ability to tailor the platform. #### What Are Recent G2 Reviews of Zoho Books? **"[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) --- **"[All-in-One Finance Management with a Clean, Intuitive Dashboard](https://www.g2.com/survey_responses/zoho-books-review-12738952)"** **Rating:** 4.5/5.0 stars *— Pramoda H.* [Read full review](https://www.g2.com/survey_responses/zoho-books-review-12738952) --- #### 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 - [What is Zoho Books used for?](https://www.g2.com/discussions/what-is-zoho-books-used-for) - 2 comments - [What is Zoho Books software?](https://www.g2.com/discussions/what-is-zoho-books-software) - 1 comment ### 10. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) 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. **Average Rating:** 4.9/5.0 **Total Reviews:** 120 **How Do G2 Users Rate Anchor?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **Accounting:** 9.6/10 (Category avg: 8.7/10) - **Payments:** 8.5/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 3% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (25 reviews) - Automation (18 reviews) - Efficiency (17 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (9 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users find that Anchor provides a **time-saving experience** , allowing them to automate tasks and streamline their workflow. - Users love the **user-friendly interface** of Anchor, which streamlines invoicing and proposal creation effortlessly. - Users value the **automation features** of Anchor, which streamline invoicing and enhance efficiency in managing payments. - Users appreciate the **efficiency** of Anchor, allowing seamless setup and streamlined processes that enhance productivity. - Users appreciate the **flexibility** of Anchor, enabling easy customization and reliable payment scheduling for their businesses. **Cons:** - Users struggle with **payment issues** due to slow responses and complications in account verification with Plaid integration. - Users experience **processing delays** with client approvals for invoices, though speed has improved significantly overall. - Users express frustration over the **limited customization** options for email reminders and agreements, seeking more control. - Users note a **steep learning curve** in setting up Anchor, but find support helpful throughout the process. - Users experience a **delay in ACH payments** , with a 10-day wait time that could hinder cash flow. #### What Are Recent G2 Reviews of Anchor? **"[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) --- **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- ### 11. [Chargebee](https://www.g2.com/products/chargebee/reviews) Chargebee is the billing and monetization platform built for the AI economy. From fast-scaling startups to global enterprises, we help companies capture, optimize, and scale revenue — no matter their GTM strategy or pricing model. Whether you’re experimenting with usage-based pricing, launching AI-powered products, or expanding globally, Chargebee gives you the flexibility and automation to grow with confidence. Chargebee is trusted by businesses of all sizes, including Zapier, Freshworks, DeepL, Condé Nast, and Pret A Manger, and is proud to have been consistently recognized by customers as a Leader in Subscription Management on G2. To learn more about how Chargebee can help unlock and maximize revenue growth, visit Chargebee.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 956 **How Do G2 Users Rate Chargebee?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) **Who Is the Company Behind Chargebee?** - **Seller:** [Chargebee](https://www.g2.com/sellers/chargebee) - **Company Website:** https://www.chargebee.com/ - **Year Founded:** 2011 - **HQ Location:** North Bethesda, MD - **Twitter:** @chargebee (7,333 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2277385/ (1,258 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 72% Small-Business, 22% Mid-Market #### What Are Chargebee's Pros and Cons? **Pros:** - Ease of Use (230 reviews) - Subscription Management (162 reviews) - Integrations (113 reviews) - Customer Support (105 reviews) - Features (93 reviews) **Cons:** - Access Limitations (64 reviews) - Poor Customer Support (62 reviews) - Limited Customization (60 reviews) - Missing Features (53 reviews) - Limited Functionality (46 reviews) ### What Do G2 Reviewers Say About Chargebee? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Chargebee, praising its intuitive setup and efficient payment management. - Users highlight the **user-friendly subscription management** features of Chargebee, significantly enhancing their daily workflow and productivity. - Users value the **easy integrations** of Chargebee, enhancing automation and flexibility in billing processes. - Users love the **responsive customer support** at Chargebee, enabling quick resolutions and efficient platform usage. - Users appreciate the **robust feature set** of Chargebee, enjoying its powerful auto-billing and integration capabilities. **Cons:** - Users find **access limitations** in Chargebee frustrating due to restrictions on payment methods and navigation challenges. - Users experience **poor customer support** with Chargebee, often feeling responses are unhelpful or scripted despite some improvements. - Users find the **limited customization** options in Chargebee restrict their ability to tailor subscriptions effectively. - Users feel the **missing features** hinder usability, such as subscription division by cost center and dual name display. - Users find the **limited functionality** of Chargebee frustrating, hindering essential revenue insights and inventory management. #### What Are Recent G2 Reviews of Chargebee? **"[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) --- **"[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) --- #### 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 - [What is subscription billing software?](https://www.g2.com/discussions/chargebee-what-is-subscription-billing-software) - 1 comment - [Is Chargebee safe?](https://www.g2.com/discussions/is-chargebee-safe) - 2 comments ### 12. [Paddle](https://www.g2.com/products/paddle/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 232 **How Do G2 Users Rate Paddle?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Paddle?** - **Seller:** [Paddle](https://www.g2.com/sellers/paddle) - **Company Website:** https://paddle.com - **Year Founded:** 2012 - **HQ Location:** London, United Kingdom - **Twitter:** @PaddleHQ (17,970 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/paddle/ (395 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 89% Small-Business, 8% Mid-Market #### What Are Paddle's Pros and Cons? **Pros:** - Customer Support (36 reviews) - Ease of Use (32 reviews) - Payment Processing (24 reviews) - Helpful (22 reviews) - Payment Management (19 reviews) **Cons:** - Improvement Needed (17 reviews) - Poor Customer Support (13 reviews) - Access Limitations (10 reviews) - Billing Issues (9 reviews) - Poor Support Services (9 reviews) ### What Do G2 Reviewers Say About Paddle? *AI-generated summary from verified user reviews* **Pros:** - Users value the **quick and friendly customer support** of Paddle, consistently resolving issues efficiently and professionally. - Users appreciate the **ease of use** with Paddle, benefiting from clear dashboards and responsive support throughout their experience. - Users commend Paddle for its **excellent communication and intuitive billing features** , enhancing the payment processing experience significantly. - Users value the **quick and friendly customer support** from Paddle, appreciating their effective communication and problem-solving skills. - Users appreciate Paddle's **effective payment management** that simplifies billing, invoicing, and compliance for international sales. **Cons:** - Users note the need for **improvement in discount code management** and multilingual support for a better overall experience. - Users face **poor customer support** , experiencing delayed responses that hinder timely resolution of issues and queries. - Users face **access limitations** with Paddle due to undisclosed approval requirements that hinder onboarding for new businesses. - Users express concerns over **billing issues** , such as unclear fee structures and recent price increases affecting transactions. - Users report **poor support services** , citing slow response times and inadequate assistance for detailed inquiries. #### What Are Recent G2 Reviews of Paddle? **"[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) --- **"[Paddle makes the hard, boring stuff easy](https://www.g2.com/survey_responses/paddle-review-7295215)"** **Rating:** 5.0/5.0 stars *— Kal S.* [Read full review](https://www.g2.com/survey_responses/paddle-review-7295215) --- #### What Are G2 Users Discussing About Paddle? - [What is Paddle used for?](https://www.g2.com/discussions/what-is-paddle-used-for) ### 13. [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,707 **How Do G2 Users Rate QuickBooks Desktop Pro?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 9.0/10 (Category avg: 8.6/10) - **Management:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind QuickBooks Desktop Pro?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) - **Ownership:** VIE:INTU **Who Uses This Product?** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Accounting, Construction - **Company Size:** 80% Small-Business, 15% Mid-Market #### What Are QuickBooks Desktop Pro's Pros and Cons? **Pros:** - Ease of Use (52 reviews) - Comprehensive Features (14 reviews) - Reliability (13 reviews) - Simple (13 reviews) - Customizability (12 reviews) **Cons:** - Limited Features (13 reviews) - High Fees (10 reviews) - Not Intuitive (10 reviews) - Complex Reporting (9 reviews) - Missing Features (9 reviews) ### What Do G2 Reviewers Say About QuickBooks Desktop Pro? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of QuickBooks Desktop Pro invaluable for managing accounting tasks effortlessly. - Users appreciate the **comprehensive features** of QuickBooks Desktop Pro, enhancing efficiency for accounting and billing management. - Users highlight the **reliability** of QuickBooks Desktop Pro, consistently meeting their needs and providing great value. - Users value the **convenient remote access** of QuickBooks Desktop Pro, enhancing their work flexibility and efficiency. - Users value the **customizability** of QuickBooks Desktop Pro, enhancing their billing and financial management to meet specific needs. **Cons:** - Users express frustration with the **limited features** of QuickBooks Desktop Pro, feeling it lacks essential tools and updates. - Users are frustrated by the **high fees** for QuickBooks Desktop Pro, feeling it's exploitative and burdensome for small businesses. - Users find QuickBooks Desktop Pro to be **not intuitive** , requiring extensive training to navigate its dated interface. - Users find the **complex reporting** in QuickBooks Desktop Pro frustrating, limiting their ability to share information easily. - Users express concerns about **missing features** in QuickBooks Desktop Pro, limiting effectiveness and user satisfaction. #### What Are Recent G2 Reviews of QuickBooks Desktop Pro? **"[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) --- **"[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) --- #### 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 - [Is QuickBooks desktop being phased out?](https://www.g2.com/discussions/is-quickbooks-desktop-being-phased-out) - [What is QuickBooks Desktop Pro Standard?](https://www.g2.com/discussions/what-is-quickbooks-desktop-pro-standard) ### 14. [Mercury](https://www.g2.com/products/mercury-mercury/reviews) Mercury is the fintech that brings all the ways people and businesses use money into a single product that feels extraordinary to use. With banking\*, credit cards, and software, Mercury helps more than 200K ambitious companies and entrepreneurs make better decisions and build their businesses. To learn more, visit Mercury.com. - Used by founders, finance leads, and operators at startups and SMBs - Common use cases: paying vendors and contractors, managing team spend, and reconciliation - Suitable for multi-entity structures that need shared controls and permissions - Supports companies seeking operational efficiency without expanding headcount - Up to $5M in FDIC insurance\* on deposits through our partner banks’ sweep networks Mercury combines checking & savings accounts with payments, spend control, and finance ops automation in one place. - Business checking and savings with digital onboarding and a streamlined web/mobile interface - ACH, free domestic and international USD wires from Mercury, low-fee non-USD transfers, and mailed checks - Debit and credit cards\*\* with customizable limits, merchant/category controls, real-time visibility, and cashback - Automated tools for billing, invoicing, and approvals with accounting integrations - Cash management options, including venture debt Mercury addresses the inefficiencies of legacy banking and the fragmentation of multiple finance tools by centralizing workflows and reducing payment friction. - Automates manual tasks like bill pay, invoicing, approvals, and reconciliation to speed up month-end close - Replaces branch visits and opaque fees with transparent, smooth money movement - Compliant onboarding and monitoring designed to protect businesses and reduce surprises - Fast, knowledgeable customer support across multiple channels The data: - Raised $500M in primary and secondary funding from top-tier venture capital firms and angel investors, athletes, entertainers, and 2.5K Mercury customers - $3.5B valuation in March ‘25 - 11 consecutive quarters of profitability based on both EBITDA and GAAP net-income (as of April ‘25) - $500M in revenue in 2024 - More than 200K customers - 40% growth in customers in 2024 - $156B in annual transaction volume in 2024, up 64% year-over-year - Customer NPS of 75\*\*\* (compared to banking industry average of 34) - 1 in 3 startups use Mercury\*\*\*\* - More than 50% of YC cohorts choose Mercury \*Mercury is a fintech company, not an FDIC-insured bank. Checking and savings accounts are provided through our bank partners Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Deposit insurance covers the failure of an insured bank. Checking and savings account deposits may be held by sweep network banks. Certain conditions must be satisfied for pass-through insurance to apply. Learn more here. \*\*The Mercury Debit Cards are issued by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard®. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. \*\*\*Net Promoter Score (NPS) information and ratings are available at https://customergauge.com/benchmarks/blog/financial-services-nps-benchmarks. \*\*\*\*Calculation based on US-based companies that received an angel, pre-seed, seed, or Series A investment reported on Crunchbase in the most recent year. **Average Rating:** 4.5/5.0 **Total Reviews:** 119 **How Do G2 Users Rate Mercury?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Mercury?** - **Seller:** [Mercury](https://www.g2.com/sellers/mercury-d05da646-a155-46e3-a2d5-db2bad2e5bd1) - **Company Website:** https://mercury.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, CA - **Twitter:** @mercury (42,985 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mercuryhq (1,622 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 84% Small-Business, 7% Mid-Market #### What Are Mercury's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Easy Setup (11 reviews) - User Interface (11 reviews) - Easy Interface (9 reviews) - Efficiency (7 reviews) **Cons:** - Approval Issues (7 reviews) - Poor Customer Support (6 reviews) - Expensive (4 reviews) - Approval Process (3 reviews) - Card Issues (3 reviews) ### What Do G2 Reviewers Say About Mercury? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Mercury, enjoying its flexible integration and online account setup. - Users appreciate the **easy setup** of Mercury, allowing quick access to banking services tailored for startups. - Users praise Mercury's **user-friendly interface** , making banking effortless and efficient for small businesses. - Users enjoy the **easy interface** of Mercury, making banking tasks smooth and efficient for small businesses. - Users value the **efficient banking experience** of Mercury, appreciating its intuitive features and seamless integration for businesses. **Cons:** - Users face significant **approval issues** with Mercury, experiencing difficulties in address updates and transaction processing. - Users express frustration with Mercury's **poor customer support** , facing delays and unresolved issues that compromise reliability. - Users find Mercury's fees for currency exchanges to be **expensive** compared to other service providers, affecting overall value. - Users report significant issues with the **approval process** , experiencing abrupt account closures and lengthy transaction delays. - Users face **card issues** with Mercury, including missing physical cards and disappointing debit card design. #### What Are Recent G2 Reviews of Mercury? **"[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) --- **"[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) --- ### 15. [TallyPrime](https://www.g2.com/products/tallyprime/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 284 **How Do G2 Users Rate TallyPrime?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 9.2/10 (Category avg: 8.7/10) - **Payments:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind TallyPrime?** - **Seller:** [Tally Solutions](https://www.g2.com/sellers/tally-solutions) - **Company Website:** https://tallysolutions.com/ - **Year Founded:** 1986 - **HQ Location:** Bangalore - **Twitter:** @tallysolutions (14,693 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/15674/ (4,900 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant, Senior Accountant - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 59% Small-Business, 35% Mid-Market #### What Are TallyPrime's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Accounting Management (27 reviews) - Accounting Efficiency (23 reviews) - Accounting (21 reviews) - Reporting (20 reviews) **Cons:** - Missing Features (18 reviews) - Limited Customization (13 reviews) - Poor Interface Design (13 reviews) - User Unfriendliness (13 reviews) - Learning Curve (12 reviews) ### What Do G2 Reviewers Say About TallyPrime? *AI-generated summary from verified user reviews* **Pros:** - Users find TallyPrime's **ease of use** remarkable, simplifying accounting tasks and streamlining software integration. - Users find TallyPrime's **simple accounting features** invaluable for efficient financial management and compliance. - Users value the **accounting efficiency** of TallyPrime, appreciating its simplicity and speed for managing business operations. - Users value the **ease of use** in TallyPrime, which simplifies accounting and payroll management effectively. - Users value the **efficient and straightforward reporting** capabilities of TallyPrime, enhancing their accounting experience significantly. **Cons:** - Users find TallyPrime's **missing features** like limited automation and poor cloud access frustrating for modern accounting needs. - Users find TallyPrime has **limited customization** , making it challenging to tailor reports and features effectively. - Users find the **poor interface design** of TallyPrime outdated and not user-friendly, impacting their overall experience. - Users find TallyPrime's **user unfriendliness** frustrating due to its outdated interface and lack of modern features. - Users find the **learning curve steep** due to TallyPrime's outdated interface and lack of modern features. #### What Are Recent G2 Reviews of TallyPrime? **"[Reliable Accounting Software for Daily Accounting, GST Compliance, and Financial Reporting](https://www.g2.com/survey_responses/tallyprime-review-12953673)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/tallyprime-review-12953673) --- **"[TallyPrime’s “Go To” Search Bar Makes Accounting and GST Compliance Effortless](https://www.g2.com/survey_responses/tallyprime-review-12955670)"** **Rating:** 5.0/5.0 stars *— Ruchi P.* [Read full review](https://www.g2.com/survey_responses/tallyprime-review-12955670) --- #### 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 - [What are the four features of tally?](https://www.g2.com/discussions/what-are-the-four-features-of-tally) - 1 comment - [What is tally and its features?](https://www.g2.com/discussions/what-is-tally-and-its-features) ### 16. [Wave Invoicing](https://www.g2.com/products/wave-invoicing/reviews) 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. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Wave Invoicing?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Accounting:** 9.7/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Wave Invoicing?** - **Seller:** [H&R Block](https://www.g2.com/sellers/h-r-block) - **Year Founded:** 1955 - **HQ Location:** Kansas City, MO - **Twitter:** @HRBlock (37,024 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3671/ (16,089 employees on LinkedIn®) - **Ownership:** HRB **Who Uses This Product?** - **Company Size:** 87% Small-Business, 7% Enterprise #### 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) - [What are the features of Wave Accounting software?](https://www.g2.com/discussions/what-are-the-features-of-wave-accounting-software) ### 17. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control. **Average Rating:** 4.5/5.0 **Total Reviews:** 25 **How Do G2 Users Rate QuickBooks Bill Pay?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind QuickBooks Bill Pay?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 12% Mid-Market #### What Are QuickBooks Bill Pay's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Integrations (3 reviews) - QuickBooks Integration (2 reviews) - Reporting (2 reviews) - Budgeting (1 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of QuickBooks Bill Pay, simplifying accounting and enhancing cash flow management. - Users love the **easy integrations** of QuickBooks Bill Pay, facilitating seamless connections with other QuickBooks tools. - Users value the **seamless QuickBooks integration** for efficient payment processing and easy access to funds. - Users value the **easy-to-understand reports** from QuickBooks Bill Pay, enhancing decision-making and client communication. - Users value the **affordable budgeting** options of QuickBooks Bill Pay, ideal for small businesses and freelancers. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , particularly impacting those with tight budgets. - Users find the **absence of check writing** in QuickBooks Bill Pay a significant limitation for their needs. - Users express frustration with **poor customer support** , as assistance is limited to chat only, lacking personal interaction. #### 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) --- ### 18. [Assembly](https://www.g2.com/products/assemblysoftware/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 316 **How Do G2 Users Rate Assembly?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Accounting:** 8.3/10 (Category avg: 8.7/10) - **Payments:** 8.7/10 (Category avg: 8.6/10) - **Management:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Assembly?** - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** https://assembly.com/ - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot (60,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/assemblycom/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small-Business, 4% Mid-Market #### What Are Assembly's Pros and Cons? **Pros:** - Ease of Use (147 reviews) - Easy Setup (80 reviews) - Customer Support (75 reviews) - Intuitive (73 reviews) - Integrations (72 reviews) **Cons:** - Missing Features (96 reviews) - Limited Features (66 reviews) - Limited Customization (47 reviews) - Lacking Features (44 reviews) - Integration Issues (33 reviews) ### What Do G2 Reviewers Say About Assembly? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Assembly, which enhances client interactions and streamlines information sharing. - Users enjoy the **easy setup** of Assembly, enabling quick implementation and seamless customer interactions without issues. - Users appreciate the **responsive customer support** of Assembly, valuing the helpful assistance and quick solutions provided. - Users value the **intuitive setup and easy integration** of Assembly, streamlining client management and improving productivity. - Users love the **seamless integrations** of Assembly, enhancing workflows and centralizing client management efficiently. **Cons:** - Users express a need for **missing features** , hoping for improved integration and support for rich text and HTML. - Users find the **limited features** of Assembly restrict useful integrations and hinder overall customization opportunities. - Users desire more **customization options** for Assembly, especially for the client-facing portal and order forms. - Users note the **lack of features** on Assembly, reminiscent of a ‘beta version’, but hope for future updates. - Users find **integration issues** with Assembly, desiring better compatibility with other services like payment processing and Zapier. #### What Are Recent G2 Reviews of Assembly? **"[Smooth Client Data Capture with a Stable, White-Label-Friendly UI](https://www.g2.com/survey_responses/assembly-review-13020502)"** **Rating:** 4.5/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/assembly-review-13020502) --- **"[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) --- #### 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) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### 19. [Ignition](https://www.g2.com/products/ignition/reviews) 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 **Average Rating:** 4.7/5.0 **Total Reviews:** 121 **How Do G2 Users Rate Ignition?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 10.0/10 (Category avg: 8.7/10) - **Payments:** 10.0/10 (Category avg: 8.6/10) - **Management:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Ignition?** - **Seller:** [Ignition](https://www.g2.com/sellers/ignition) - **Company Website:** https://www.ignitionapp.com/ - **Year Founded:** 2013 - **HQ Location:** Chippendale, Australia - **Twitter:** @ignitionapp (11,259 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2602590/ (330 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Accounting, Marketing and Advertising - **Company Size:** 89% Small-Business, 3% Mid-Market #### What Are Ignition's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Customer Support (36 reviews) - Easy Setup (33 reviews) - Time-saving (31 reviews) - Efficiency (30 reviews) **Cons:** - Expensive (16 reviews) - Learning Curve (9 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Payment Issues (9 reviews) ### What Do G2 Reviewers Say About Ignition? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Ignition, enjoying seamless navigation and efficient quote creation for client interactions. - Users praise the **first-rate customer support** of Ignition, enhancing efficiency and client onboarding significantly. - Users appreciate the **easy setup** of Ignition, enabling quick and smooth implementation for new clients and proposals. - Users praise Ignition for its **time-saving integration** , simplifying proposals, invoicing, and client interactions effortlessly. - Users appreciate the **efficiency** of Ignition, streamlining operations and enhancing professionalism in client interactions. **Cons:** - Users find the **high price** of Ignition to be a significant downside, even if the product's value is recognized. - Users note a **significant learning curve** with Ignition, requiring time and effort for effective software use. - Users desire more **flexible customization options** for billing and forms to better meet their unique client needs. - Users find the **missing customization features** in Ignition's Forms limit their ability to send effective checklists. - Users find **payment issues** frustrating due to high fees and lack of partial refund options, complicating transactions. #### 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) ### 20. [HoneyBook](https://www.g2.com/products/honeybook/reviews) HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. **Average Rating:** 4.5/5.0 **Total Reviews:** 228 **How Do G2 Users Rate HoneyBook?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Accounting:** 8.2/10 (Category avg: 8.7/10) - **Payments:** 8.6/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind HoneyBook?** - **Seller:** [HoneyBook](https://www.g2.com/sellers/honeybook) - **Company Website:** https://www.honeybook.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @honeybook (4,476 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2527444/ (320 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Photographer - **Top Industries:** Photography, Events Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are HoneyBook's Pros and Cons? **Pros:** - Payment Management (19 reviews) - Easy Creation (8 reviews) - Ease of Use (6 reviews) - Easy Customization (6 reviews) - Product Value (6 reviews) **Cons:** - Payment Issues (5 reviews) - Expensive (4 reviews) - Lack of Integration (4 reviews) - Limited Features (4 reviews) - Poor Reporting (4 reviews) ### What Do G2 Reviewers Say About HoneyBook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **convenient all-in-one payment management** of HoneyBook, enhancing organization and streamlining client interactions. - Users love the **easy creation** of materials with HoneyBook's user-friendly templates and automation features, enhancing business efficiency. - Users value the **ease of use** of HoneyBook, seamlessly integrating various business functions into their workflow. - Users value the **easy customization** of HoneyBook, enhancing workflow with tailored templates and streamlined processes. - Users love the **ease of use and organization** with HoneyBook, making client management and payments seamless. **Cons:** - Users face **payment issues** with complicated processes and lack of options for alternative payments and fee calculations. - Users find HoneyBook **too expensive** , with significant price hikes and inadequate value for the increased cost. - Users face **lack of integration** , complicating data export and limiting interaction with other platforms, making transition difficult. - Users express concerns about **limited features** in HoneyBook, especially regarding workflow automations and user experience. - Users find the **reporting features lacking** , leading to difficulty in tracking earnings and a frustrating experience. #### What Are Recent G2 Reviews of HoneyBook? **"[Honeybook Feels Like a Virtual Assistant for My Business](https://www.g2.com/survey_responses/honeybook-review-13032698)"** **Rating:** 4.5/5.0 stars *— Nikki M.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-13032698) --- **"[Streamlined Event Booking with Intuitive Workflows and Stellar Support](https://www.g2.com/survey_responses/honeybook-review-12999446)"** **Rating:** 5.0/5.0 stars *— Dustin F.* [Read full review](https://www.g2.com/survey_responses/honeybook-review-12999446) --- #### What Are G2 Users Discussing About HoneyBook? - [What is HoneyBook used for?](https://www.g2.com/discussions/honeybook-what-is-honeybook-used-for) - [Is HoneyBook secure?](https://www.g2.com/discussions/is-honeybook-secure) - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments ### 21. [Stampli](https://www.g2.com/products/stampli/reviews) Stampli delivers stress-free finance with Procure-to-Pay that works for you. The platform spans procurement, accounts payable, vendor management, payments, and Stampli Card, with Stampli AI embedded directly into ERP-integrated workflows. Stampli AI performs on average 87% of finance work across 2,700+ unique fields, with all suggested entries subject to human review and approval before posting to the ERP. With Stampli, finance teams control spend, move work faster, and turn operational data into smarter decisions. Founded in 2015, Stampli serves 1,800+ unique customers operating inside their ERP ecosystem across 2,800+ entities, with 400k+ invoices processed per week and $390B+ in cumulative spend processed. Stampli is backed by $148 million in funding from top investors including Blackstone, Insight Venture Partners, SignalFire, and Bloomberg Beta. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,940 **How Do G2 Users Rate Stampli?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.9/10) - **Accounting:** 9.0/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Stampli?** - **Seller:** [Stampli](https://www.g2.com/sellers/stampli) - **Company Website:** https://www.stampli.com - **Year Founded:** 2015 - **HQ Location:** Mountain View, California - **Twitter:** @stampli (9,159 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5273577/ (305 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Staff Accountant - **Top Industries:** Accounting, Hospital & Health Care - **Company Size:** 61% Mid-Market, 28% Small-Business #### What Are Stampli's Pros and Cons? **Pros:** - Ease of Use (669 reviews) - Invoicing (350 reviews) - Intuitive (307 reviews) - Efficiency (300 reviews) - Customer Support (289 reviews) **Cons:** - Invoice Issues (159 reviews) - Missing Features (130 reviews) - Approval Issues (119 reviews) - Technical Issues (106 reviews) - Invoicing Issues (104 reviews) ### What Do G2 Reviewers Say About Stampli? *AI-generated summary from verified user reviews* **Pros:** - Users find Stampli's platform **extremely easy to use** , simplifying invoice processing and enhancing team communication. - Users value Stampli for its **user-friendly invoicing process** , making invoice approval and expense management efficient and straightforward. - Users commend Stampli for its **intuitive interface** , making invoice approval and management exceptionally easy and efficient. - Users appreciate the **efficiency** of Stampli, significantly reducing manual entry and streamlining the invoice processing experience. - Users value the **prompt and helpful customer support** , enhancing their experience with Stampli significantly. **Cons:** - Users encounter **invoice issues** with Stampli, facing delays and manual adjustments that hamper efficiency and workflow. - Users face **missing features** in Stampli, lacking batch processing for edits and payment functionalities for efficiency. - Users experience **approval issues** , noting delays and restrictive functionality that complicate invoice management. - Users experience **technical issues** with Stampli, including inaccuracies in invoice payment recognition and automation faults. - Users face **invoicing issues** with delays and the need for manual edits, complicating transaction management in Stampli. #### 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) --- **"[Fast, Efficient Invoicing that's also easy](https://www.g2.com/survey_responses/stampli-review-13020349)"** **Rating:** 4.5/5.0 stars *— Jason Z.* [Read full review](https://www.g2.com/survey_responses/stampli-review-13020349) --- #### What Are G2 Users Discussing About Stampli? - [What is Stampli used for?](https://www.g2.com/discussions/what-is-stampli-used-for) ### 22. [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) 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. **Average Rating:** 4.4/5.0 **Total Reviews:** 134 **How Do G2 Users Rate Stripe Billing?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.9/10) - **Accounting:** 8.9/10 (Category avg: 8.7/10) - **Payments:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Stripe Billing?** - **Seller:** [Stripe](https://www.g2.com/sellers/stripe) - **Year Founded:** 2010 - **HQ Location:** San Francisco, CA - **Twitter:** @stripe (285,306 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2135371/ (15,464 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 77% Small-Business, 18% Mid-Market #### What Are Stripe Billing's Pros and Cons? **Pros:** - Payment Processing (5 reviews) - Subscription Management (5 reviews) - Easy Integrations (4 reviews) - Integrations (4 reviews) - Ease of Use (3 reviews) **Cons:** - Expensive (5 reviews) - Pricing Issues (4 reviews) - Access Limitations (2 reviews) - Complex Pricing (2 reviews) - High Fees (2 reviews) ### What Do G2 Reviewers Say About Stripe Billing? *AI-generated summary from verified user reviews* **Pros:** - Users love the **effective payment processing** of Stripe Billing, seamlessly managing subscriptions and quick payouts. - Users appreciate the **flexibility and comprehensive controls** of Stripe Billing for seamless subscription management. - Users value the **easy integrations** of Stripe Billing, enabling seamless management of subscriptions and payouts. - Users admire Stripe Billing's **seamless integrations** and appreciate the substantial time saved in managing billing processes. - Users find Stripe Billing to be **easy to use** , benefiting from seamless integrations and straightforward setup processes. **Cons:** - Users find the **pricing structure expensive** , especially for businesses handling international transactions and multi-country catalogs. - Users find the **pricing issues** with Stripe Billing to be costly, particularly for international transactions and varying fees. - Users face **access limitations** with Stripe Billing, experiencing issues with currency handling and unclear support processes. - Users find the **complex pricing structure** of Stripe Billing burdensome and challenging for startups to manage effectively. - Users find the **high fees** of Stripe Billing challenging, particularly for startups with tighter margins and scaling needs. #### 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) - [Can you do recurring payments with Stripe?](https://www.g2.com/discussions/can-you-do-recurring-payments-with-stripe) - 1 comment - [What is stripe billing?](https://www.g2.com/discussions/what-is-stripe-billing) - 1 comment ### 23. [BigTime](https://www.g2.com/products/bigtime/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,681 **How Do G2 Users Rate BigTime?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 8.2/10 (Category avg: 8.7/10) - **Payments:** 7.8/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind BigTime?** - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Company Website:** https://bigtime.net/ - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware (2,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (167 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, President - **Top Industries:** Accounting, Architecture & Planning - **Company Size:** 74% Small-Business, 18% Mid-Market #### What Are BigTime's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Time Tracking (76 reviews) - User Interface (47 reviews) - Tracking Ease (44 reviews) - Intuitive (40 reviews) **Cons:** - Missing Features (22 reviews) - Manual Entry (16 reviews) - Time-Consuming (16 reviews) - Learning Curve (15 reviews) - Software Bugs (15 reviews) ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of BigTime, finding it straightforward for time tracking and reporting. - Users find BigTime's **time tracking feature** to be user-friendly and effective for managing resources and workloads. - Users appreciate the **easy-to-use interface** of BigTime, which simplifies time tracking and enhances project management efficiency. - Users appreciate the **tracking ease** of BigTime, finding time logging and project management simple and efficient. - Users value the **intuitive interface** of BigTime, making navigation and tracking hours straightforward and effortless. **Cons:** - Users face challenges with **missing features** , such as inadequate documentation and limitations in report clarity and invoice adjustments. - Users find the **manual entry cumbersome** due to misaligned columns and lack of task-saving features, interrupting workflow. - Users find the **implementation process time-consuming** , especially in customizing dashboards and managing resource management tasks. - Users struggle with a **steep learning curve** due to unclear navigation, documentation, and report generation challenges. - Users face occasional **software bugs** that can disrupt functionality, such as stuck reports and lost timesheet entries. #### What Are Recent G2 Reviews of BigTime? **"[Easy to use](https://www.g2.com/survey_responses/bigtime-review-13000892)"** **Rating:** 4.5/5.0 stars *— Swapnil R.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-13000892) --- **"[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 ### 24. [Tabs](https://www.g2.com/products/tabs/reviews) 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. **Average Rating:** 4.8/5.0 **Total Reviews:** 93 **How Do G2 Users Rate Tabs?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Accounting:** 9.3/10 (Category avg: 8.7/10) - **Payments:** 9.1/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Tabs?** - **Seller:** [Tabs](https://www.g2.com/sellers/tabs-58857afb-9f53-4a00-a89c-fe75834c0b29) - **Company Website:** https://tabs.inc - **HQ Location:** New York, New York - **Twitter:** @get_tabs (24 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/teamtabs/ (208 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Accounting - **Company Size:** 55% Small-Business, 36% Mid-Market #### What Are Tabs's Pros and Cons? **Pros:** - Customer Support (47 reviews) - Automation (39 reviews) - Invoicing (38 reviews) - Invoicing Management (36 reviews) - Ease of Use (34 reviews) **Cons:** - Invoicing Issues (8 reviews) - Missing Features (8 reviews) - Processing Delays (8 reviews) - Billing Issues (7 reviews) - Integration Issues (7 reviews) ### What Do G2 Reviewers Say About Tabs? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **responsive customer support** of Tabs, enhancing their overall experience and problem resolution. - Users value the **automation of invoice reminders** , significantly saving time and enhancing collection efficiency for teams. - Users commend the **effortless invoicing process** with Tabs, as it automates tasks and enhances cash flow management. - Users value the **streamlined invoicing process** in Tabs, enhancing efficiency and transforming cash flow management. - Users highlight the **ease of use** of Tabs, simplifying complex workflows and boosting efficiency for smaller teams. **Cons:** - Users face **invoicing issues** with complex contracts and cumbersome discount implementation, requiring support from Tabs' team. - Users note some **missing features** in Tabs, but appreciate the team's responsiveness to feedback and quick improvements. - Users experience **processing delays** for contracts during onboarding, but these issues are typically resolved swiftly. - Users face **billing issues** requiring support interventions, highlighting a need for improved automation and user management. - Users report **integration issues** between Tabs and other systems, complicating processes like sales tax and payment management. #### What Are Recent G2 Reviews of Tabs? **"[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) --- **"[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) --- ### 25. [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **How Do G2 Users Rate vcita?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Accounting:** 8.7/10 (Category avg: 8.7/10) - **Payments:** 9.3/10 (Category avg: 8.6/10) - **Management:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind vcita?** - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita (1,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1816111/ (154 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Alternative Medicine, Marketing and Advertising - **Company Size:** 86% Small-Business, 11% Mid-Market #### What Are vcita's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Automations (6 reviews) - Customer Support (6 reviews) - Integration (6 reviews) - Integrations (6 reviews) **Cons:** - Integration Issues (7 reviews) - Missing Features (5 reviews) - Expensive (4 reviews) - Lack of Integration (3 reviews) - Linking Issues (3 reviews) ### What Do G2 Reviewers Say About vcita? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of vCita, making client bookings and scheduling efficient and seamless. - Users value the **automated reminders and confirmations** , enhancing client interactions and simplifying business management. - Users commend the **exceptional customer support** of Vcita, appreciating their prompt assistance and helpful solutions. - Users appreciate the **seamless integration** of vcita with websites and calendars, enhancing appointment booking and management. - Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and customer interaction. **Cons:** - Users face significant **integration issues** with vcita, leading to confusion and inefficiencies with scheduling and calendars. - Users desire more **missing features** , such as partial refunds and better task management integrations with vcita. - Users find the platform **expensive** due to mandatory upgrades for essential features and limitations on document uploads. - Users struggle with **lack of integration** for merchant services and task management, impacting overall efficiency on vcita. - Users face significant **linking issues** with vcita, complicating integrations and affecting client communications. #### What Are Recent G2 Reviews of vcita? **"[Outstanding backend system transformed my business](https://www.g2.com/survey_responses/vcita-review-9522081)"** **Rating:** 5.0/5.0 stars *— Neil D.* [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) --- **"[A god-send for our non-profit community mental health service](https://www.g2.com/survey_responses/vcita-review-12206525)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) --- #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ## 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.