# Best Billing Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Billing software enables companies to create and send invoices to customers for products and services delivered, reducing the time and effort required to manage invoicing, improving billing accuracy, and supporting diverse billing models including project billing and recurring billing. ### Core Capabilities of Billing Software To qualify for inclusion in the Billing software category, a product must: - Provide features to create multiple types of invoices - Be able to consolidate multiple invoices into one or split an invoice - Include templates for invoices and other documents - Allow users to send invoices in different formats (PDF, MS Word) through various communication channels such as email and e-fax - Offer reports and analytics on the status of each invoice - Include payment alert notifications - Integrate with software solutions such as ERP, CRM, and accounting packages ### Common Use Cases for Billing Software Accounting professionals, salespeople, and project managers use billing software to manage invoicing across different business models and customer types. Common use cases include: - Generating and sending invoices for project-based professional services engagements - Managing recurring billing cycles for subscription-based or utility services - Providing customers with estimates or pro forma invoices ahead of final billing ### How Billing Software Differs from Other Tools Billing software focuses on invoice creation and distribution, while the final stage of the billing process, receiving and reconciling payments, is typically handled by [accounting software](https://www.g2.com/categories/accounting) or a module within a larger [ERP system](https://www.g2.com/categories/erp-systems). Billing software integrates with these platforms, as well as [CRM software](https://www.g2.com/categories/crm), to pull in customer and product data for accurate invoice generation. ### Insights from G2 on Billing Software Based on category trends on G2, invoice template flexibility and integration with accounting platforms stand out as top strengths. These platforms deliver reductions in manual billing effort and improved on-time payment rates as core benefits of adoption. ## 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 (4,715 reviews) | End-to-end billing with customizable revenue recognition | "[Real-Time Visibility Across Finance, Inventory, Purchasing, and Sales](https://www.g2.com/survey_responses/netsuite-review-12905951)" | | 2 | [Xero](https://www.g2.com/products/xero/reviews) | 4.4/5.0 (1,668 reviews) | Cloud-native invoicing with automated bank reconciliation | "[Beginner-Friendly Accounting with Fast Support, Helpful AI, and Smooth Hubdoc Uploads](https://www.g2.com/survey_responses/xero-review-13094370)" | | 3 | [PayPal Invoicing](https://www.g2.com/products/paypal-invoicing/reviews) | 4.3/5.0 (203 reviews) | PayPal-native invoicing with integrated payment collection | "[PayPal Invoicing Makes Billing Fast, Secure, and Effortlessly Organized](https://www.g2.com/survey_responses/paypal-invoicing-review-13057548)" | | 4 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,783 reviews) | QuickBooks-integrated AP/AR approval workflows | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 5 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,182 reviews) | Mobile invoicing with integrated payment collection | "[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)" | | 6 | [Zoho Invoice](https://www.g2.com/products/zoho-invoice/reviews) | 4.7/5.0 (360 reviews) | Zero-cost invoicing with automated payment reminders | "[Zoho Invoice Makes Invoicing Fast, Organized, and Professional](https://www.g2.com/survey_responses/zoho-invoice-review-13033429)" | | 7 | [FreshBooks](https://www.g2.com/products/freshbooks/reviews) | 4.5/5.0 (959 reviews) | Service-business invoicing with automated recurring billing | "[A great balance between invoicing, project tracking, and profitability](https://www.g2.com/survey_responses/freshbooks-review-13058067)" | | 8 | [Stampli](https://www.g2.com/products/stampli/reviews) | 4.6/5.0 (1,952 reviews) | AI-coded invoice approval with ERP sync | "[All-in-One Invoice View Makes Approvals Fast and Efficient](https://www.g2.com/survey_responses/stampli-review-13061256)" | | 9 | [Chargebee](https://www.g2.com/products/chargebee/reviews) | 4.4/5.0 (963 reviews) | — | "[Affordable, Reliable, but Needs UI Enhancements](https://www.g2.com/survey_responses/chargebee-review-13030719)" | | 10 | [Zoho Books](https://www.g2.com/products/zoho-books/reviews) | 4.4/5.0 (320 reviews) | End-to-end invoicing with Zoho-native automation | "[All-in-One Finance Management with a Clean, Intuitive Dashboard](https://www.g2.com/survey_responses/zoho-books-review-12738952)" | ## G2 Grid® for Billing Software ![G2 Grid® for Billing Software plotting products by satisfaction and market presence](https://www.g2.com/categories/billing/grids.png?focus%5B%5D=446&focus%5B%5D=1142&focus%5B%5D=96727&focus%5B%5D=6006&focus%5B%5D=1656&focus%5B%5D=5855&focus%5B%5D=1191&focus%5B%5D=66702) Highlighted products: NetSuite, Xero, PayPal Invoicing, BILL AP/AR, Square Point of Sale, Zoho Invoice, FreshBooks, and Stampli. Underlying data: [Grid® JSON](https://www.g2.com/categories/billing/grids.json?focus%5B%5D=oracle-netsuite&focus%5B%5D=xero&focus%5B%5D=paypal-invoicing&focus%5B%5D=bill-ap-ar&focus%5B%5D=square-point-of-sale&focus%5B%5D=zoho-invoice&focus%5B%5D=freshbooks&focus%5B%5D=stampli) ## How Many Billing Software Products Does G2 Track? **Total Products under this Category:** 764 ### Category Stats (Jul 2026) - **Average Rating**: 4.4/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Mango Practice Management (+6.73%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Billing Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 32,800+ Authentic Reviews - 764+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Billing Software Is Best for Your Use Case? - **Leader:** [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - **Highest Performer:** [Tabs](https://www.g2.com/products/tabs/reviews) - **Easiest to Use:** [Anchor](https://www.g2.com/products/anchor-anchor/reviews) - **Top Trending:** [Tabs](https://www.g2.com/products/tabs/reviews) - **Best Free Software:** [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) --- **Sponsored** ### Giftsenda Giftsenda is an international corporate gifting platform, designed to enable Marketing, Sales, Human Resources, and Customer Experience teams to break through the noise and make meaningful business connections. Our top-rated platform enables businesses to send personalized gifts, rewards and SWAG to employees, clients and leads worldwide in just a few clicks. Dream up a campaign online and we’ll deliver gifts in over 200 countries using digital and direct mail delivery methods. Through CRM and HRM integrations and automations businesses can incorporate gifting as part of their workflows. Our tracking capabilities enable users to see the ROI reports of each gifting campaign in your dashboard. This platform is the go-to tool for businesses looking to improve their brand image, increase customer and employee loyalty and retention, and build a strong sales pipeline. For those that are not looking to commit to long-term platform use, there is the option to launch once-off gifting campaigns. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=90&secure%5Bchosen_at%5D=2026-07-17T22%3A32%3A24Z&secure%5Bdisplayable_resource_id%5D=367&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=163896&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=163896&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&secure%5Btoken%5D=5e7c752ea046415af49a829ce4c0b528fefd30295b6e5c8ceb3a4a50d5183d57&secure%5Burl%5D=https%3A%2F%2Fwww.giftsenda.com%2F&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Billing Software Products in 2026? ### 1. [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:** 4,715 **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 (568 reviews) - Customizability (363 reviews) - Functionality (337 reviews) - Customization Options (320 reviews) - Customization (300 reviews) **Cons:** - Learning Curve (383 reviews) - Improvement Needed (335 reviews) - Missing Features (286 reviews) - Limited Customization (248 reviews) - Not User-Friendly (243 reviews) ### What Do G2 Reviewers Say About NetSuite? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in navigating and customizing reports, enhancing efficiency and productivity. - Users value the **customizability** of NetSuite, which adapts seamlessly to diverse business needs and processes. - Users value the **robust reporting and integration capabilities** of NetSuite, enhancing cross-functional business operations seamlessly. - Users benefit from **extensive customization options** in NetSuite, greatly enhancing data management and user experience. - Users value the **customization options** in NetSuite, enhancing usability and control for streamlined data management. **Cons:** - Users find the **learning curve steep** , making initial setup and customization time-consuming and frustrating. - Users find the **interface outdated** and experience significant challenges with usability and integration complexities. - Users find the **missing features** in NetSuite frustrating, particularly with complex settings and limited customization options. - Users express frustration with **limited customization** options in NetSuite, impacting functionality and integration across workflows. - Users find NetSuite to have a **not user-friendly** interface, causing frustration during setup and navigation. #### What Are Recent G2 Reviews of NetSuite? **"[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) --- **"[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) --- #### 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 ### 2. [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:** 1,668 **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:** 73% Small-Business, 32% Mid-Market #### What Are Xero's Pros and Cons? **Pros:** - Ease of Use (851 reviews) - Invoice Management (366 reviews) - Transactions (314 reviews) - Efficiency (304 reviews) - Simple (279 reviews) **Cons:** - Missing Features (319 reviews) - Limited Options (173 reviews) - Limited Customization (142 reviews) - Accounting Limitations (134 reviews) - Poor Customer Support (121 reviews) ### What Do G2 Reviewers Say About Xero? *AI-generated summary from verified user reviews* **Pros:** - Users find Xero's **ease of use** enhances their accounting experience, allowing focus on business instead of software complexities. - Users value the **simplicity of invoicing and payment tracking** in Xero, streamlining their financial management effortlessly. - Users appreciate Xero for its **simple invoicing and streamlined payment tracking** , enhancing overall financial management efficiency. - Users find Xero to greatly enhance **efficiency** , streamlining financial management and saving valuable time and effort. - Users appreciate the **simplicity and ease of use** of Xero, enhancing invoicing and payment tracking significantly. **Cons:** - Users find the **missing features** of Xero, like lack of support and robust reporting, limiting for advanced needs. - Users find **limited options** in Xero's reporting features, lacking flexibility for custom sales analysis or forecasting. - Users find **limited customization** in Xero's reporting features, impacting detailed sales analysis and forecasting capabilities. - Users find the **reporting limitations** in Xero hinder deeper analysis and disrupt workflow efficiency during busy periods. - Users face challenges due to **poor customer support** , particularly with slow response times and no immediate phone assistance. #### What Are Recent G2 Reviews of Xero? **"[Intuitive UI and Seamless Integrations That Streamline Our Workflow](https://www.g2.com/survey_responses/xero-review-13100002)"** **Rating:** 4.5/5.0 stars *— Carlos H.* [Read full review](https://www.g2.com/survey_responses/xero-review-13100002) --- **"[Beginner-Friendly Accounting with Fast Support, Helpful AI, and Smooth Hubdoc Uploads](https://www.g2.com/survey_responses/xero-review-13094370)"** **Rating:** 5.0/5.0 stars *— Jerely Mae R.* [Read full review](https://www.g2.com/survey_responses/xero-review-13094370) --- #### 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) - 5 comments ### 3. [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:** 4.3/5.0 **Total Reviews:** 203 **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:** 7.9/10 (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:** 76% Small-Business, 15% 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 appreciate the **ease of use** in PayPal Invoicing, simplifying invoice creation and accelerating payment processes. - Users love the **fast and simple invoicing** process of PayPal Invoicing, enhancing cash flow and professionalism. - Users love the **fast and simple invoicing process** of PayPal Invoicing, leading to quicker payments and better cash flow. - Users value the **fast and simple invoicing process** of PayPal Invoicing, leading to quicker payments and efficiency. - Users value the **ease and efficiency of payment processing** with PayPal Invoicing, enhancing their invoicing experience significantly. **Cons:** - Users find the **transaction fees burdensome** , especially for small businesses, making PayPal Invoicing less cost-effective. - Users are frustrated by **high transaction fees** that escalate costs, especially for small businesses and freelancers. - Users desire more **customization options** for invoices in PayPal Invoicing, seeking improved branding and personalization features. - Users find the **payment issues** frustrating due to high transaction fees and poor currency conversion rates. - Users find PayPal Invoicing lacks flexibility, highlighting **invoicing issues** due to minimum transaction requirements and alternatives. #### What Are Recent G2 Reviews of PayPal Invoicing? **"[PayPal Invoicing Makes Billing Fast, Secure, and Effortlessly Organized](https://www.g2.com/survey_responses/paypal-invoicing-review-13057548)"** **Rating:** 5.0/5.0 stars *— Ignatius O.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-13057548) --- **"[PayPal Invoicing Makes Billing Easy and Helps Me Get Paid Faster](https://www.g2.com/survey_responses/paypal-invoicing-review-13095169)"** **Rating:** 5.0/5.0 stars *— Gaurav G.* [Read full review](https://www.g2.com/survey_responses/paypal-invoicing-review-13095169) --- #### 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 ### 4. [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:** 1,783 **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 (1018 reviews) - Easy Payments (434 reviews) - Easy Integrations (340 reviews) - Easy Setup (325 reviews) - Time-saving (305 reviews) **Cons:** - Invoicing Problems (251 reviews) - Sync Issues (206 reviews) - Payment Issues (177 reviews) - Poor Customer Support (173 reviews) - Missing Features (164 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** with Bill AP/AR, streamlining workflows and enhancing efficiency in approval processes. - Users love the **easy payment processing** of BILL AP/AR, streamlining workflows and enhancing efficiency. - Users appreciate the **easy integrations** of BILL AP/AR, enhancing efficiency and ensuring seamless connections with accounting software. - Users praise the **easy setup** of BILL AP/AR, highlighting minimal training and intuitive implementation for staff. - Users highlight the **time-saving efficiency** of BILL AP/AR, transforming payment processes and reducing manual workloads significantly. **Cons:** - Users face **invoicing problems** with difficulty in managing fields and syncing issues with accounting software. - Users often face **sync issues** with BILL AP/AR, complicating payment processes and requiring time-consuming fixes. - Users face persistent **payment issues** , including difficulties with bank authorization, bill syncing, and international transaction transparency. - Users express frustration with **poor customer support** , often encountering inconsistent service and long response times. - Users are frustrated by the **missing features** in BILL AP/AR, longing for improvements in search and approval workflows. #### 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 ### 5. [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 (122 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 appreciate the **ease of use** of Square Point of Sale, enjoying its straightforward setup and seamless integration. - Users value the **quick and easy transaction processing** with Square Point of Sale, enhancing their sales experience. - Users appreciate the **advanced features and customization** of Square Point of Sale for efficient invoice management and reporting. - Users appreciate the **ease of use** with Square Point of Sale, finding it user-friendly and efficient for transactions. - Users love the **quick and easy setup** of Square Point of Sale, enhancing convenience and adaptability for their businesses. **Cons:** - Users express concern over **high fees** with Square Point of Sale, which can accumulate significantly for frequent transactions. - Users find the **expensive processing fees** of Square Point of Sale burdensome, especially for larger businesses. - Users find **access limitations** frustrating, particularly with mobile payments and the need for internet connectivity. - Users note a **lack of customization features** , limiting options and leading to potential issues with pricing and functionality. - Users express concerns over **upfront charges and processing fees** , which can significantly increase costs for businesses using Square. #### What Are Recent G2 Reviews of Square Point of Sale? **"[Seamless Payment Collection with Automation](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421)"** **Rating:** 5.0/5.0 stars *— Verified User in Events Services* [Read full review](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421) --- **"[Square Point of Sale: Simple, Flexible, and Easy for Staff to Learn](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472)"** **Rating:** 5.0/5.0 stars *— Jean R.* [Read full review](https://www.g2.com/survey_responses/square-point-of-sale-review-12726472) --- #### What Are G2 Users Discussing About Square Point of Sale? - [What is Square Point of Sale used for?](https://www.g2.com/discussions/what-is-square-point-of-sale-used-for) - 1 comment - [What is Square Invoices used for?](https://www.g2.com/discussions/what-is-square-invoices-used-for) - 1 comment - [What is Square for Retail used for?](https://www.g2.com/discussions/what-is-square-for-retail-used-for) - [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 ### 6. [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:** 360 **How Do G2 Users Rate Zoho Invoice?** - **Has the product been a good partner in doing business?:** 9.4/10 (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 (16 reviews) - Invoicing (12 reviews) - Invoicing Ease (12 reviews) - Simple (6 reviews) - User Interface (6 reviews) **Cons:** - Missing Features (3 reviews) - Billing Issues (2 reviews) - Limited Customization (2 reviews) - Poor Customer Support (2 reviews) - Approval Process 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, making client billing and invoice management effortless. - Users love the **ease of generating invoices** with Zoho Invoice, enhancing workflow and impressing clients with professional results. - Users love the **ease of generating and distributing invoices** with Zoho Invoice, enhancing their overall workflow. - Users praise Zoho Invoice for its **simplicity and effectiveness** , finding it user-friendly and well-integrated with tools. - Users love the **neat and functional UI** of Zoho Invoice, making invoicing quick and easy to manage. **Cons:** - Users find the **missing currency change and template options** in Zoho Invoice limit their invoicing flexibility and customization. - Users report **billing issues** , including refund delays and lag, along with an ineffective search function. - Users find the **limited customization options** for invoice templates restrictive, wishing for greater flexibility and design choices. - Users express frustration over **poor customer support** , particularly due to limitations on essential multi-currency features. - Users struggle with **approval process issues** due to the removal of essential multi-currency support in Zoho Invoice. #### 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 ### 7. [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:** 959 **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/ (399 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 (154 reviews) - Invoice Management (80 reviews) - Invoicing (80 reviews) - Customer Support (69 reviews) - Simple (60 reviews) **Cons:** - Missing Features (57 reviews) - Invoicing Issues (33 reviews) - Expensive (28 reviews) - Limited Features (28 reviews) - Pricing Issues (28 reviews) ### What Do G2 Reviewers Say About FreshBooks? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of FreshBooks, simplifying accounting tasks for busy small business owners. - Users value the **simplicity of invoice management** in FreshBooks, streamlining their financial processes effortlessly. - Users find FreshBooks' **invoicing simplicity** invaluable for managing finances effortlessly and streamlining payment processes. - Users commend FreshBooks for its **exceptional customer support** , highlighting quick responses and extensive assistance for every issue. - Users love FreshBooks for its **easy invoicing** , saving time while maintaining accuracy and usability for non-accountants. **Cons:** - Users find FreshBooks lacks **versatile invoice creation** and flexibility in tracking and data access after cancellation. - Users find FreshBooks' **invoicing issues** frustrating, especially regarding flexibility and access to previous records post-cancellation. - Users find FreshBooks to be **expensive** , especially for solopreneurs needing additional features and support. - Users find the **limited features** of FreshBooks restrict functionality, especially regarding invoice management and client access. - Users note **pricing issues** , citing annual rate increases and complications with tax handling and invoice summaries. #### What Are Recent G2 Reviews of FreshBooks? **"[FreshBooks Makes Invoicing and Expense Tracking Effortless](https://www.g2.com/survey_responses/freshbooks-review-13085896)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/freshbooks-review-13085896) --- **"[A great balance between invoicing, project tracking, and profitability](https://www.g2.com/survey_responses/freshbooks-review-13058067)"** **Rating:** 5.0/5.0 stars *— Phil J.* [Read full review](https://www.g2.com/survey_responses/freshbooks-review-13058067) --- #### 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 ### 8. [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:** 1,952 **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/ (309 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 appreciate the **ease of use** of Stampli, streamlining invoice management and enhancing communication across teams. - Users find Stampli **extremely user-friendly** , streamlining invoice approvals and providing a centralized overview for efficient expense management. - Users find Stampli **intuitive and user-friendly** , streamlining invoice approvals and enhancing overall expense management efficiency. - Users value the **efficiency** of Stampli, appreciating its time-saving features and user-friendly setup for quick invoice processing. - Users value the **responsive and helpful customer support** team, enhancing their overall experience with Stampli. **Cons:** - Users face **invoice issues** with Stampli, including slow approvals and difficulties in managing edits and bulk invoice changes. - Users face **missing features** in Stampli, such as batch editing options and direct payment integration from the platform. - Users experience **approval issues** that slow down invoice processing and limit flexibility in managing submissions. - Users experience **technical issues** such as inaccurate payment recognition and automation limitations, impacting their workflow efficiency. - Users experience **invoicing issues** with Stampli, particularly with editing names and managing hundreds of invoices efficiently. #### What Are Recent G2 Reviews of Stampli? **"[All-in-One Invoice View Makes Approvals Fast and Efficient](https://www.g2.com/survey_responses/stampli-review-13061256)"** **Rating:** 4.0/5.0 stars *— Tera L.* [Read full review](https://www.g2.com/survey_responses/stampli-review-13061256) --- **"[Clear, Easy Invoice Approvals—Perfect for Remote Teams!](https://www.g2.com/survey_responses/stampli-review-13086931)"** **Rating:** 4.5/5.0 stars *— Bryan B.* [Read full review](https://www.g2.com/survey_responses/stampli-review-13086931) --- #### What Are G2 Users Discussing About Stampli? - [What is Stampli used for?](https://www.g2.com/discussions/what-is-stampli-used-for) ### 9. [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:** 963 **How Do G2 Users Rate Chargebee?** - **Has the product been a good partner in doing business?:** 8.6/10 (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 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/ (1,300 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 (146 reviews) - Subscription Management (109 reviews) - Customer Support (105 reviews) - Billing Management (92 reviews) - Integrations (71 reviews) **Cons:** - Limited Customization (42 reviews) - Poor Customer Support (42 reviews) - Access Limitations (38 reviews) - Expensive (32 reviews) - Missing Features (32 reviews) ### What Do G2 Reviewers Say About Chargebee? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Chargebee, noting its user-friendly interface and efficient billing management. - Users value Chargebee's **comprehensive subscription management features** , enhancing efficiency and productivity in their business operations. - Users praise the **exceptional customer support** at Chargebee, noting prompt responses and helpful resolutions to inquiries. - Users appreciate the **user-friendly billing management** of Chargebee, enhancing efficiency in payment and subscription handling. - Users value the **seamless integrations** of Chargebee, enhancing automation and making billing processes efficient and smooth. **Cons:** - Users face challenges with **limited customization** options and a steep learning curve for essential features in Chargebee. - Users experience **poor customer support** with Chargebee, leading to delays and unresolved issues during critical processes. - Users experience **access limitations** with Chargebee, facing issues that disrupt workflows and hinder development processes. - Users find Chargebee **expensive** , especially with high costs for advanced features and essential reporting needs. - Users find the **missing features** in Chargebee frustrating, leading to confusion and inefficiencies in their workflow. #### What Are Recent G2 Reviews of Chargebee? **"[Very simple go-live](https://www.g2.com/survey_responses/chargebee-review-13101721)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/chargebee-review-13101721) --- **"[Affordable, Reliable, but Needs UI Enhancements](https://www.g2.com/survey_responses/chargebee-review-13030719)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/chargebee-review-13030719) --- #### 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 ### 10. [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 (53 reviews) - Invoice Management (27 reviews) - Accounting Management (19 reviews) - Tax Management (19 reviews) - User Interface (17 reviews) **Cons:** - Missing Features (17 reviews) - Poor Customer Support (12 reviews) - Expensive (9 reviews) - Data Management (8 reviews) - Limited Customization (7 reviews) ### What Do G2 Reviewers Say About Zoho Books? *AI-generated summary from verified user reviews* **Pros:** - Users find Zoho Books to be **very easy to use** , allowing smooth management of their business across platforms. - Users value the **efficient invoicing and GST management** of Zoho Books, streamlining their accounting processes effectively. - Users value the **intuitive integration** of Zoho Books with other Zoho products, simplifying their accounting processes significantly. - Users appreciate the **GST compliance and automation** features of Zoho Books, streamlining their tax management processes effectively. - Users highlight the **easy-to-use interface** of Zoho Books, simplifying accounting tasks and improving overall workflow. **Cons:** - Users find **missing features** in Zoho Books, like limited payroll options and basic inventory management, frustrating. - Users find the **customer support slow** , often facing long response times and frustrating workarounds for complex issues. - Users find the **pricing of Zoho Books to be high** , making it less accessible for smaller companies needing advanced features. - Users face **data management challenges** with Zoho Books, especially while expanding and handling complex integrations and migrations. - Users find **limited customization** in Zoho Books, wishing for more flexibility in reports and payroll features. #### What Are Recent G2 Reviews of Zoho Books? **"[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) --- **"[Zoho Books Makes Accounting Simple with a Clean Dashboard and Smart Automation](https://www.g2.com/survey_responses/zoho-books-review-12609036)"** **Rating:** 5.0/5.0 stars *— Andries B.* [Read full review](https://www.g2.com/survey_responses/zoho-books-review-12609036) --- #### 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 ### 11. [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? **"[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) --- **"[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) --- #### 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) ### 12. [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:** 136 **How Do G2 Users Rate Refrens Accounting?** - **Has the product been a good partner in doing business?:** 9.3/10 (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, CEO - **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 Refrens Accounting incredibly **easy to use** , streamlining invoicing and record-keeping effortlessly. - Users find the **all-in-one invoicing solution** of Refrens Accounting efficient and reliable for their business needs. - Users appreciate the **efficient invoicing system** of Refrens Accounting, simplifying financial tasks with a user-friendly interface. - Users benefit from **simple invoicing** , allowing easy record-keeping and quick communication with clients via email and WhatsApp. - Users commend the **outstanding customer support** of Refrens Accounting, enhancing their overall experience and satisfaction. **Cons:** - Users find the **missing features** limit their experience, especially on the free plan and mobile app usability. - Users find that **customization options are limited** and wish for more advanced accounting features in Refrens Accounting. - Users find Refrens Accounting's pricing **expensive** , especially for small businesses compared to other available software options. - Users find the **difficult customization** options of Refrens to be restrictive, limiting their branding and document flexibility. - Users find **inadequate reporting** options in Refrens Accounting, limiting functionality for growing businesses and demanding advanced features. #### What Are Recent G2 Reviews of Refrens Accounting? **"[Efficient Accounting and Billing.](https://www.g2.com/survey_responses/refrens-accounting-review-13087709)"** **Rating:** 5.0/5.0 stars *— Wanatsha M.* [Read full review](https://www.g2.com/survey_responses/refrens-accounting-review-13087709) --- **"[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) --- ### 13. [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Intuit Enterprise Suite?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) **Who Is the Company Behind Intuit Enterprise Suite?** - **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:** Construction - **Company Size:** 68% Small-Business, 29% Mid-Market #### What Are Intuit Enterprise Suite's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (6 reviews) - Easy Access (4 reviews) - Easy Management (3 reviews) - Feature Rich (3 reviews) **Cons:** - Slow Loading (2 reviews) - Complex Features (1 reviews) - Complex Usability (1 reviews) - Confusion (1 reviews) - Data Management (1 reviews) ### What Do G2 Reviewers Say About Intuit Enterprise Suite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and user-friendly design** of Intuit Enterprise Suite, simplifying financial management and reporting. - Users appreciate the **efficiency** of Intuit Enterprise Suite, noting it simplifies financial management and reporting significantly. - Users value the **easy access** provided by Intuit Enterprise Suite, enhancing workflow and saving significant time. - Users enjoy the **easy management** of Intuit Enterprise Suite, enhancing workflow efficiency and organization across multiple entities. - Users value the **feature-rich nature** of Intuit Enterprise Suite, enhancing financial management and operational efficiency effectively. **Cons:** - Users often experience **slow loading times** for reports, which can hinder their overall efficiency with Intuit Enterprise Suite. - Users find the **complex features** sometimes overwhelming, especially when needing to perform simple tasks. - Users find the **complex usability** overwhelming at times, especially for simple tasks and slow report loading. - Users find the **overwhelming array of features** can complicate simple tasks and slow down report loading times. - Users are frustrated by the **complicated merge process** when using multiple classes, leading to delays and inefficiencies. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **"[Intuitive Cloud ERP — Easy Multi-Entity Management, Project Tools, Integrations & Fast Support](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458) --- **"[Consolidated P&L Across 7 Companies—A Huge Time Saver](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688)"** **Rating:** 4.0/5.0 stars *— Debbie R.* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688) --- ### 14. [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:** 122 **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) - **Company Website:** https://www.sayanchor.com/ - **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, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 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 value the **time-saving automation** of Anchor, allowing hassle-free billing and efficient proposal management. - Users find Anchor remarkably **easy to use** , with a straightforward setup and user-friendly features for efficiency. - Users value the **automation** of billing and proposal drafting, significantly streamlining their overall workflow and enhancing efficiency. - Users commend Anchor for its **efficiency** , significantly streamlining proposals, contracts, and billing processes for enhanced professionalism. - Users value the **flexibility** of Anchor, enhancing professionalism and streamlining multiple business processes effortlessly. **Cons:** - Users find **payment issues** challenging, especially with complex project plans and the desire for next day funding. - Users note the **processing delays** have improved, yet there's still a desire for next-day funding options. - Users wish for more **customization options** in Anchor, particularly regarding email reminders and agreement modifications. - Users note a **steep learning curve** with Anchor, requiring time and effort to master its features effectively. - Users are still frustrated by the **10-day delay in payouts** using ACH payments, despite improvements in fund transfer times. #### What Are Recent G2 Reviews of Anchor? **"[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) --- **"[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) --- ### 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:** 286 **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/ (4,945 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 to be **easy to use** , benefiting from its range of accounting and payroll features. - Users love TallyPrime's **simple accounting software** that simplifies GST returns, payroll, and comprehensive reporting features. - Users value the **accounting efficiency** of TallyPrime, praising its simplicity and speed for business management. - Users appreciate the **ease of operations and useful accounting features** in TallyPrime, simplifying financial management significantly. - Users appreciate the **efficient reporting capabilities** of TallyPrime, making financial management streamlined and effective. **Cons:** - Users find TallyPrime's **missing features** such as limited automation and weak integrations frustrating compared to modern solutions. - Users find the **limited customization** of TallyPrime frustrating, hindering tailored reporting and intuitive user experiences. - Users criticize the **poor interface design** of TallyPrime, finding it outdated and challenging for beginners. - Users find TallyPrime's **user unfriendliness** frustrating due to its outdated interface and limited modern features. - Users struggle with the **steep learning curve** of TallyPrime, finding it difficult to navigate and master effectively. #### What Are Recent G2 Reviews of TallyPrime? **"[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) --- **"[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) --- #### 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. [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,408 **How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.9/10) - **Accounting:** 8.5/10 (Category avg: 8.7/10) - **Payments:** 8.4/10 (Category avg: 8.6/10) - **Management:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Mid-Market, 33% Enterprise #### What Are Agentforce Revenue Management (formerly Salesforce Revenue Cloud)'s Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Revenue Management (83 reviews) - Efficiency (75 reviews) - Product Functionality (74 reviews) - Features (73 reviews) **Cons:** - Learning Curve (67 reviews) - Learning Difficulty (65 reviews) - Complexity (61 reviews) - Complex Setup (60 reviews) - Steep Learning Curve (54 reviews) ### What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Agentforce Revenue Management, allowing seamless integration and organization across departments. - Users value the **seamless quote-to-cash process** of Agentforce Revenue Management, enhancing collaboration and efficiency across teams. - Users benefit from the **efficient quote-to-cash process** provided by Salesforce Revenue Cloud, enhancing collaboration and speeding up sales. - Users value the **all-in-one functionality** of Agentforce Revenue Management for seamless quoting and contract management. - Users value the **versatile organization features** of Agentforce, enhancing collaboration and simplifying lead management across departments. **Cons:** - Users find the **steep learning curve** challenging, requiring time and effort to master the platform's complexities. - Users find the platform has a **steep learning curve** , making navigation and feature mastery challenging for newcomers. - Users find the **complexity** of Agentforce Revenue Management challenging, requiring extensive training and time for effective usage. - Users struggle with the **complex setup** of Agentforce Revenue Management, finding it overwhelming and resource-intensive to implement. - Users find a **steep learning curve** in Agentforce Revenue Management, making initial setup and usage quite challenging. #### What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? **"[Streamlined Complex Pricing and Revenue Workflows in Salesforce](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)"** **Rating:** 4.0/5.0 stars *— Kapil S.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894) --- **"[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)"** **Rating:** 5.0/5.0 stars *— Ankit C.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270) --- ### 17. [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:** 1,708 **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:** 8.9/10 (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 (19 reviews) - Accounting Management (10 reviews) - Comprehensive Features (8 reviews) - Reporting Features (8 reviews) - Customization (7 reviews) **Cons:** - Limited Features (12 reviews) - Missing Features (9 reviews) - Expensive (6 reviews) - Poor Customer Support (6 reviews) - Limited Customization (5 reviews) ### What Do G2 Reviewers Say About QuickBooks Desktop Pro? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Desktop Pro to be **easy to use** , particularly beneficial for beginners managing finances and reports. - Users value the **robustness and reliability** of QuickBooks Desktop Pro for managing complex accounting tasks effectively. - Users value the **comprehensive features** of QuickBooks Desktop Pro, enhancing accounting efficiency for small to mid-sized businesses. - Users commend the **clear and customizable reporting features** of QuickBooks Desktop Pro, enhancing accessibility for all users. - Users value the **customization options** in QuickBooks Desktop Pro, enhancing usability and streamlining accounting tasks effectively. **Cons:** - Users find the **limited features** of QuickBooks Desktop Pro restrictive, especially for reporting and multi-company data management. - Users express dissatisfaction with the **missing features** in QuickBooks Desktop Pro, finding it challenging and outdated for their needs. - Users express concerns about the **expensive pricing** and inadequate support from QuickBooks Desktop Pro, leading to frustration. - Users face **poor customer support** , often experiencing unresolved issues and inefficiency in getting help and solutions. - Users find the **limited customization** options in QuickBooks Desktop Pro restrict their workflow and efficiency significantly. #### What Are Recent G2 Reviews of QuickBooks Desktop Pro? **"[Efficient Invoicing and Real-Time Reporting](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12704386)"** **Rating:** 4.0/5.0 stars *— Colleen U.* [Read full review](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12704386) --- **"[Reliable Accounting with Room for Cloud Improvement](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12546524)"** **Rating:** 4.0/5.0 stars *— Harikshna K.* [Read full review](https://www.g2.com/survey_responses/quickbooks-desktop-pro-review-12546524) --- #### What Are G2 Users Discussing About QuickBooks Desktop Pro? - [What are some advanced functionalities in QuickBooks Desktop Pro that are crucial for small business accounting?](https://www.g2.com/discussions/what-are-some-advanced-functionalities-in-quickbooks-desktop-pro-that-are-crucial-for-small-business-accounting) - [What is QuickBooks Desktop Pro used for?](https://www.g2.com/discussions/what-is-quickbooks-desktop-pro-used-for) - 1 comment - [What does QuickBooks Pro do?](https://www.g2.com/discussions/what-does-quickbooks-pro-do) - 1 comment - [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) ### 18. [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 (24 reviews) - Easy Setup (11 reviews) - User Interface (8 reviews) - Efficiency (7 reviews) - Easy Interface (6 reviews) **Cons:** - Approval Issues (5 reviews) - Poor Customer Support (4 reviews) - Card Issues (3 reviews) - Credit Issues (3 reviews) - Currency Issues (3 reviews) ### What Do G2 Reviewers Say About Mercury? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Mercury, making banking effortless and enjoyable for small businesses. - Users praise the **easy setup** of Mercury, allowing quick onboarding and immediate access to essential banking features. - Users praise the **user-friendly interface** of Mercury, finding it modern and well-designed for small business needs. - Users commend Mercury for its **efficient management** of finances, enjoying streamlined processes and modern features that simplify banking. - Users love the **easy-to-use interface** of Mercury, which enhances daily operations for small businesses. **Cons:** - Users face **approval issues** with Mercury, reporting frustrating delays and lack of responsiveness despite providing necessary documents. - Users express frustration with **poor customer support** , encountering slow response times and unresolved requests. - Users report frequent **card issues** , including lack of a physical card and dissatisfaction with its design. - Users find the **credit card cash back** disappointing and desire more immediate access to credit options. - Users are frustrated by **currency fees** and poor exchange rates, finding it detrimental to their experience with Mercury. #### 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) --- ### 19. [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:** 234 **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/ (409 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 88% 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 commend the **responsive and friendly customer support** of Paddle, appreciating their professionalism and effective problem-solving. - Users find Paddle's **ease of use** invaluable, simplifying payments, subscriptions, and tax compliance significantly. - Users commend Paddle for their **exceptional communication** , simplifying payment processing and enhancing the overall experience. - Users value the **responsive customer support** of Paddle, appreciating their clarity and collaborative assistance throughout the process. - Users appreciate the **streamlined payment management** of Paddle, making international sales simpler and more efficient. **Cons:** - Users highlight the need for **improvement in discount code management** and support for local payment methods like PIX. - Users experience **poor customer support** with slow response times that can complicate necessary actions regarding invoices and transactions. - Users face significant **access limitations** with Paddle, struggling with undisclosed approval requirements and restricted payment options. - Users are frustrated with **billing issues** like unclear fee increases and lack of customizable billing options. - Users report **poor support services** with slow response times and limited assistance for detailed inquiries. #### What Are Recent G2 Reviews of Paddle? **"[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) --- **"[All-in-One Global Billing and Tax Compliance Made Easy](https://www.g2.com/survey_responses/paddle-review-13076179)"** **Rating:** 4.5/5.0 stars *— Verified User in Internet* [Read full review](https://www.g2.com/survey_responses/paddle-review-13076179) --- #### What Are G2 Users Discussing About Paddle? - [What is Paddle used for?](https://www.g2.com/discussions/what-is-paddle-used-for) ### 20. [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) Revenue Hub is your team's command center for quotes, billing, and payments. Because revenue context finally lives where your customer data does, your HubSpot AI can work from first prompt to final payment: Breeze Assistant helps reps build quotes from simple chat prompts and surface upsells and renewals automatically, Customer Agent handles billing questions, and Revenue Agent follows up on overdue invoices, so your team can focus on compounding revenue instead of chasing it. The product addresses the challenges of fragmented CPQ workflows by providing AI-powered automation, integrated billing and payments, and a connected buyer–seller experience. It is intended for sales representatives, revenue operations managers, sales leaders, and finance stakeholders who need greater visibility, efficiency, and control over the revenue lifecycle Key features and capabilities include: •&nbsp;One connected quote-to-cash system - Revenue Hub brings CPQ, contracts, billing, and payments into a single workflow instead of a patchwork of point solutions. •&nbsp;Revenue context becomes a competitive advantage - Teams can see what a customer bought, how much they paid, who paid, and what is changing — all inside HubSpot. •&nbsp;Faster revenue, fewer handoffs - Revenue Hub is designed to help businesses quote faster, close faster, automate billing, and reduce the manual re-entry and disconnected workflows that slow revenue down. •&nbsp;More control after the deal closes - Contracts create a central source of revenue information so customers can manage amendments, renewals, and post-close changes without losing the thread. •&nbsp;Bigger platform value, not just bigger feature value - This is the shift from a quoting add-on or payments tool to a true revenue engine that connects selling to finance and powers the broader customer platform. **Average Rating:** 4.6/5.0 **Total Reviews:** 91 **How Do G2 Users Rate Revenue Hub?** - **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:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Revenue Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 41% Mid-Market, 38% Small-Business #### What Are Revenue Hub's Pros and Cons? **Pros:** - Ease of Use (60 reviews) - Integrations (28 reviews) - Efficiency (27 reviews) - Easy Integrations (26 reviews) - Efficiency Improvement (25 reviews) **Cons:** - Missing Features (25 reviews) - Limited Features (21 reviews) - Limited Customization (19 reviews) - Difficult Customization (17 reviews) - Lack of Customization (15 reviews) ### What Do G2 Reviewers Say About Revenue Hub? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Revenue Hub, highlighting its simple setup and intuitive interface for daily tasks. - Users value the **seamless integrations** of Revenue Hub, enabling efficient management and streamlined workflows across platforms. - Users value the **efficiency** of Revenue Hub, streamlining invoicing and proposal processes into a single, effective platform. - Users value the **easy integrations** of HubSpot Commerce Hub, seamlessly connecting with various third-party applications for enhanced functionality. - Users commend the **efficient payment processing** and quick implementation capabilities of HubSpot Commerce Hub, enhancing daily operations. **Cons:** - Users express frustration with **missing advanced features** in Revenue Hub, limiting customization and reporting capabilities. - Users feel that the **limited features** in Revenue Hub restrict advanced billing and customization capabilities. - Users find the **limited customization** of Revenue Hub's features lacking, desiring more flexibility and options. - Users feel that **difficult customization** limits the effectiveness of Revenue Hub, making advanced features feel inadequate. - Users find a **lack of customization** in Revenue Hub, especially regarding advanced billing and quote templates. #### What Are Recent G2 Reviews of Revenue Hub? **"[Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12223832)"** **Rating:** 5.0/5.0 stars *— Gabriel G.* [Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12223832) --- **"[Benefits and Feedback on HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12246426)"** **Rating:** 5.0/5.0 stars *— Feleecia K.* [Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12246426) --- ### 21. [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:** 102 **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?** - **Who Uses This:** Head of Finance - **Top Industries:** Computer Software, Accounting - **Company Size:** 54% Small-Business, 38% 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 value the **responsive customer support** of Tabs, noting their helpfulness and quick resolution of issues. - Users love the **automation features** of Tabs, saving time and improving collections for their businesses. - Users value the **efficient invoicing process** with Tabs, significantly enhancing cash flow management and operational scaling. - Users commend the **efficient invoicing management** of Tabs, enhancing cash flow and streamlining operations significantly. - Users highlight the **ease of use** of Tabs, enabling quick adoption and streamlining complex invoicing processes effortlessly. **Cons:** - Users face **invoicing issues** with complexity and lack of automation, complicating the billing process for contracts. - Users note some **missing features** in Tabs, though the team is responsive to feedback and improvement suggestions. - Users experience **processing delays** during onboarding, particularly with contracts, although issues are typically resolved swiftly. - Users experience **billing issues** that require support intervention, highlighting the need for improved automation in the process. - Users experience **integration issues** with Tabs, making sales tax processes and other connections less reliable across platforms. #### What Are Recent G2 Reviews of Tabs? **"[Clean, Intuitive UI That Saves Real Time and Fits Our Workflow](https://www.g2.com/survey_responses/tabs-review-13092804)"** **Rating:** 5.0/5.0 stars *— Noah G.* [Read full review](https://www.g2.com/survey_responses/tabs-review-13092804) --- **"[Intuitive Automation with Great Support](https://www.g2.com/survey_responses/tabs-review-13114533)"** **Rating:** 5.0/5.0 stars *— Liz K.* [Read full review](https://www.g2.com/survey_responses/tabs-review-13114533) --- ### 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 praise Stripe Billing for its **outstanding payment processing** , enjoying seamless integration and robust subscription management features. - Users commend the **exceptional subscription management** capabilities of Stripe Billing, simplifying billing processes and saving engineering time. - Users love the **easy integrations** of Stripe Billing, streamlining workflows and enhancing efficiency across various platforms. - Users value the **seamless integrations** of Stripe Billing, which significantly enhances their operational workflows and efficiency. - Users praise the **ease of use** of Stripe Billing, highlighting its seamless integration and straightforward setup. **Cons:** - Users find Stripe Billing **too expensive** for startups, with high fees affecting profitability as they scale. - Users highlight **pricing issues** with Stripe Billing, citing high costs and regional discrepancies that complicate budgeting. - Users find **access limitations** frustrating due to complicated currency handling and unclear account policies from Stripe Billing. - Users find **complex pricing** to be a significant drawback, especially for startups facing high costs as they scale. - Users criticize the **high fees** of Stripe Billing, finding it costly and challenging for startups to manage expenses. #### What Are Recent G2 Reviews of Stripe Billing? **"[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) --- **"[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) --- #### 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. [Tipalti](https://www.g2.com/products/tipalti/reviews) The agentic AI platform for finance, spanning accounts payable, mass payments, procurement, expenses, and treasury in one connected suite. Tipalti is the first choice for global and multi-entity businesses, with its own global payment network, AI-powered automation, and built-in compliance. Pay 200+ countries and territories in 120 currencies. Close faster. Scale without the headcount. Pre-built integrations for leading ERPs and accounting systems, including NetSuite, QuickBooks, and Sage Intacct, simplify workflows and accelerate financial close by 25%. We do all this while maintaining 98% customer satisfaction and working with some of the world's fastest-growing companies like Amazon Twitch, ClassPass, GoPro, GoDaddy, Twitter, Roblox, and Zola. **Average Rating:** 4.5/5.0 **Total Reviews:** 412 **How Do G2 Users Rate Tipalti?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.9/10) - **Accounting:** 8.4/10 (Category avg: 8.7/10) - **Payments:** 8.6/10 (Category avg: 8.6/10) - **Management:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Tipalti?** - **Seller:** [Tipalti](https://www.g2.com/sellers/tipalti) - **Company Website:** https://tipalti.com - **Year Founded:** 2010 - **HQ Location:** Palo Alto, CA - **Twitter:** @tipalti (2,431 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1770643/ (1,116 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, Controller - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 61% Mid-Market, 32% Small-Business #### What Are Tipalti's Pros and Cons? **Pros:** - Ease of Use (89 reviews) - Efficiency (56 reviews) - Customer Support (51 reviews) - Helpful (48 reviews) - Time-saving (46 reviews) **Cons:** - Payment Issues (23 reviews) - Missing Features (21 reviews) - Poor Customer Support (20 reviews) - Delays (17 reviews) - Poor Reporting (17 reviews) ### What Do G2 Reviewers Say About Tipalti? *AI-generated summary from verified user reviews* **Pros:** - Users find Tipalti's **ease of use** invaluable for streamlining invoicing and enhancing payment processes effortlessly. - Users value the **efficiency** of Tipalti, appreciating its quick payment processing and streamlined vendor management features. - Users value the **responsive customer support** of Tipalti, appreciating the quick assistance during their invoicing process. - Users appreciate the **user-friendly interface and reliable customer support** of Tipalti, enhancing their accounts payable efficiency. - Users appreciate the **time-saving automation** of Tipalti, enhancing efficiency and simplifying vendor payment processes. **Cons:** - Users report experiencing **payment issues** with Tipalti, including delays and poor customer service complicating resolutions. - Users highlight the **missing features** in Tipalti, such as default setups and limited reporting capabilities. - Users report **poor customer support** with Tipalti, experiencing frustrating delays and issues that remain unresolved. - Users report significant **delays** in implementation and customer service, impacting payment processes and overall satisfaction. - Users express concerns about **poor reporting** , highlighting issues with accuracy and functionality in Tipalti's reports. #### What Are Recent G2 Reviews of Tipalti? **"[Tipalti’s AP Automation Boosted Efficiency and Vendor Data Accuracy](https://www.g2.com/survey_responses/tipalti-review-13037838)"** **Rating:** 4.5/5.0 stars *— Sabrina C.* [Read full review](https://www.g2.com/survey_responses/tipalti-review-13037838) --- **"[Super Convenient Mobile Receipt Scanning That Saves Time and is more accurate](https://www.g2.com/survey_responses/tipalti-review-12353376)"** **Rating:** 5.0/5.0 stars *— Rohan D.* [Read full review](https://www.g2.com/survey_responses/tipalti-review-12353376) --- #### What Are G2 Users Discussing About Tipalti? - [What is Tipalti used for?](https://www.g2.com/discussions/what-is-tipalti-used-for) - 1 comment - [What does Tipalti do?](https://www.g2.com/discussions/what-does-tipalti-do) - [What software does accounts payable use?](https://www.g2.com/discussions/what-software-does-accounts-payable-use) - [How much does tipalti cost?](https://www.g2.com/discussions/how-much-does-tipalti-cost) - [Is tipalti safe?](https://www.g2.com/discussions/is-tipalti-safe) - 1 comment ### 24. [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:** 1,696 **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/ (168 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, President - **Top Industries:** Accounting, Architecture & Planning - **Company Size:** 74% Small-Business, 19% Mid-Market #### What Are BigTime's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Time Tracking (87 reviews) - User Interface (51 reviews) - Tracking Ease (48 reviews) - Time-saving (44 reviews) **Cons:** - Missing Features (24 reviews) - Time-Consuming (19 reviews) - Learning Curve (17 reviews) - Manual Entry (16 reviews) - Software Bugs (16 reviews) ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users value BigTime for its **ease of use** , making time tracking and project management straightforward and efficient. - Users appreciate the **user-friendly time tracking** in BigTime, praising its ease of implementation and resource management capabilities. - Users appreciate the **user-friendly interface** of BigTime, making time tracking and management straightforward and efficient. - Users value the **ease of tracking** in BigTime, appreciating its user-friendly interface and straightforward expense management. - Users value the **time-saving features** of BigTime, enabling efficient tracking and streamlined project management. **Cons:** - Users find the **missing features** , like expense duplication and specific dashboards, hinder efficiency and usability. - Users find that **logging expenses can become time-consuming** due to the repetitive entry of similar items. - Users find the **learning curve steep** due to unintuitive navigation and rigid task management, complicating customization and workflows. - Users find the **manual entry process cumbersome** , facing issues with comments disappearing and clunky UI for time input. - Users experience **software bugs** that disrupt billing and make reporting and time entry less efficient. #### What Are Recent G2 Reviews of BigTime? **"[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) --- **"[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) --- #### 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 ### 25. [Billtrust](https://www.g2.com/products/billtrust/reviews) Billtrust is a specialized B2B order-to-cash software solution designed to help finance leaders streamline their invoicing and payment processes. By transitioning from traditional paper invoicing and check acceptance to efficient electronic billing and payments, Billtrust enables organizations to enhance their cash flow management, reduce operational costs, and improve customer satisfaction. With a focus on leveraging AI-powered technology, Billtrust serves as a comprehensive platform that addresses the unique challenges businesses face in managing their accounts receivable. Targeting finance professionals across various industries, Billtrust is particularly beneficial for organizations that handle large volumes of invoices and payments. Its user-friendly interface and robust features cater to companies seeking to modernize their financial operations while maintaining a strong focus on customer experience. By automating the order-to-cash cycle, Billtrust enables finance teams to allocate their resources more effectively, allowing them to focus on strategic initiatives rather than mundane administrative tasks. With more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. The platform offers a suite of tools designed to facilitate electronic invoicing and payments. This not only accelerates cash flow but also minimizes the costs associated with paper-based invoicing methods. Additionally, Billtrust's AI-driven insights enable finance leaders to make informed decisions, optimize their collections strategies, and improve overall financial performance. The platform is designed to integrate seamlessly with existing financial systems, ensuring that businesses can adopt its solutions without significant disruption. By focusing on the specific needs of finance leaders, Billtrust offers a tailored approach that enhances operational efficiency and fosters stronger customer relationships through improved payment experiences. Overall, Billtrust is a powerful tool for finance leaders looking to modernize their order-to-cash processes. Its combination of advanced technology, industry expertise, and customer-centric design makes it an essential solution for organizations seeking to enhance their financial operations and drive sustainable growth. **Average Rating:** 4.4/5.0 **Total Reviews:** 508 **How Do G2 Users Rate Billtrust?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **Accounting:** 8.8/10 (Category avg: 8.7/10) - **Payments:** 9.2/10 (Category avg: 8.6/10) - **Management:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Billtrust?** - **Seller:** [Billtrust](https://www.g2.com/sellers/billtrust) - **Company Website:** https://www.billtrust.com/ - **Year Founded:** 2001 - **HQ Location:** Hamilton, NJ - **Twitter:** @Billtrust (1,888 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/billtrust/ (805 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Credit Manager, Accounts Receivable - **Top Industries:** Accounting, Construction - **Company Size:** 44% Enterprise, 39% Mid-Market #### What Are Billtrust's Pros and Cons? **Pros:** - Ease of Use (164 reviews) - Invoicing (93 reviews) - Payment Processing (50 reviews) - Customer Satisfaction (47 reviews) - Efficiency (41 reviews) **Cons:** - Invoicing Issues (38 reviews) - Payment Issues (35 reviews) - Missing Features (31 reviews) - Poor Customer Support (25 reviews) - Login Issues (24 reviews) ### What Do G2 Reviewers Say About Billtrust? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Billtrust, finding it simple for managing payments and invoices. - Users appreciate the **visibility into invoice status** provided by Billtrust, simplifying payment tracking and management. - Users value the **smoother payment processing** with online access to invoices and real-time payment tracking. - Users appreciate the **customer satisfaction** with Billtrust, enjoying easy online payments and seamless invoicing capabilities. - Users value the **efficiency** of Billtrust, enjoying streamlined workflows and effortless management of tasks and payments. **Cons:** - Users face frequent **invoicing issues** that hinder payment processes and customer communication, causing frustration and delays. - Users face **payment issues** with Billtrust, such as delayed invoices and problems with payment application to invoices. - Users find **missing features** in Billtrust, leading to frustrations with invoice management and limited customization options. - Users face challenges with **poor customer support** , struggling to receive timely assistance and communicate effectively. - Users face **login issues** with delayed statements and password resets, complicating their overall experience with Billtrust. #### What Are Recent G2 Reviews of Billtrust? **"[Handles Deduction & Payment Automation Efficiently](https://www.g2.com/survey_responses/billtrust-review-9315346)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/billtrust-review-9315346) --- **"[Great program with just one issue....](https://www.g2.com/survey_responses/billtrust-review-10033290)"** **Rating:** 5.0/5.0 stars *— Jennifer W.* [Read full review](https://www.g2.com/survey_responses/billtrust-review-10033290) --- #### What Are G2 Users Discussing About Billtrust? - [How long has billtrust been in business?](https://www.g2.com/discussions/how-long-has-billtrust-been-in-business) - 1 comment, 1 upvote - [Is Billtrust legit?](https://www.g2.com/discussions/is-billtrust-legit) - 3 comments, 1 upvote - [What kind of company is billtrust?](https://www.g2.com/discussions/what-kind-of-company-is-billtrust) - [What does Billtrust do?](https://www.g2.com/discussions/what-does-billtrust-do) - 1 comment, 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.