Automotive Invoice Software

While NetSuite is powerful, it can feel overly complex for everyday users, especially when simple tasks require deep configuration or workarounds. Some reporting and UI behaviors (such as recalculation delays, limited control over certain system fields, or inconsistent filter behavior between reports and saved searches) can be frustrating. There is also a noticeable learning curve, and changes that seem small on the surface often require admin involvement, scripts, or workflows. Finally, performance and transparency around background processes (like project profitability recalculations) could be improved to help users better trust and understand what they’re seeing. Review collected by and hosted on G2.com.

NetSuite is solving the challenge of fragmented systems and disconnected data by bringing financials, purchasing, inventory, projects, time, and reporting into one integrated platform. This reduces manual reconciliation, duplicate data entry, and errors that occur when information lives in multiple tools. As a result, we have better visibility into job costs, project profitability, and operational performance, which helps us make more informed decisions. The system also enforces consistent processes and controls as the business grows, allowing us to scale operations without losing financial accuracy or oversight. Review collected by and hosted on G2.com.

What I find challenging about Salesforce Revenue Cloud is that it can be quite complex and often requires significant configuration or specialist support to get the most out of it. It can also be expensive when you layer CPQ, Billing, and Revenue Recognition together. The UI isn’t always intuitive for non-technical users, and customizing it can create technical debt if you’re not careful. Even within Salesforce, integrations and managing large product catalogs or complex rules can sometimes be time-consuming and impact performance. Review collected by and hosted on G2.com.

For me, Salesforce Revenue Cloud solves the challenge of managing the entire revenue process in one place. It eliminates the need to juggle separate systems for quoting, billing, subscriptions, and revenue recognition, which reduces errors and speeds up the sales cycle. By giving full visibility from quote to cash, it helps me make better decisions and keep teams aligned. Automated billing and subscription management save time and reduce disputes, while built-in compliance with ASC 606/IFRS 15 ensures accuracy and reduces risk. Overall, it streamlines operations, improves efficiency, and creates a better experience for both customers and internal teams. Review collected by and hosted on G2.com.

for advance financial modeling and forecasting, xero is limited and depends on external tools . custom report building aslo has some constraints, and complex analysis usually requires exporting data, pricing can increase as usage and integration grow. Review collected by and hosted on G2.com.

earlier financial data was scattered across multiple systems and spreadsheets causing delays and inconsistencies, it centralizes accounting data into one platform, ensuring accuracy and consistency. this helps me analyze trends faster, identify cost issues early, and provide timely insights to senior management, month end closing and reporting timeline have improved significantly. it has improved financial transparency and governance, leadership has easy access to key financial reports and coordination between finance ,sales and accounting teams is smoother . Audit preparation is also more strucutred. Review collected by and hosted on G2.com.

I would prefer if our technicians could have more options on the app like other apps have where you can scan the VIN and then the information is already added in. One, everything manually has to be entered, which is quite difficult when they have gloves on, they have oil on their hands, and things like that. I would prefer something where it's more scan and go. Review collected by and hosted on G2.com.

AutoLeap solves transparency and authorization issues by letting clients see everything we see and authorize work upfront. It simplifies technician documentation, avoiding repeat inspections and integrates with QuickBooks to streamline accounting, avoiding duplicate data entry. Review collected by and hosted on G2.com.

The least is the accounting side reporting but I work around that. It show who went into the RO# and when but doesn't always show what they did. The accounting side in a whole could also just be update. But I believe as of day they are working on soloving this problem. Review collected by and hosted on G2.com.

We went to Tekmetric to help solve the problem of know where our cost and overhead was going and keeping better track of job. It benifet the fact the accounting dept and service can work much closer together and see where thing are going wrong and can get them fixed. It helps us do tech commissions better. That it is a cloud base software also. The owner and account manager can now stay up to date when not in the office. Review collected by and hosted on G2.com.

The forecast accuracy has not been so good, so that is something that can be improved. The initial setup was a little challenging, particularly with the data that PROS needs to be inputted into the system. Review collected by and hosted on G2.com.

I use PROS for pricing optimization, which helps enhance our revenue. Its capabilities surpass Excel for pricing calculations. Review collected by and hosted on G2.com.

Honestly? Nothing so far. I don't have experience with other invoice approval software but compared to approving invoice by invoice over email, it's much better! Review collected by and hosted on G2.com.

Stampli is doing a great job consolidating invoices into one clearly visible area for approval by the people who need to review and approve the invoices. No longer are pending invoices slipping through the cracks and possibly getting additional fees because of late payments. I am also able to quickly see past invoices to compile costs based on vendor or project. Review collected by and hosted on G2.com.

The only thing I’m not a huge fan of is the default email reminders, and the fact that I can’t personalize them. Review collected by and hosted on G2.com.

Anchor is solving the problem of messy, time-consuming billing and payment collection by making the entire process simple and streamlined — for both me and my clients. It keeps everything organized in one place, makes it easy for clients to view and pay, and reduces back-and-forth or confusion. For me, that means I’m spending less time chasing payments or managing invoicing details and more time focusing on my actual client work. It’s helped me run my business more efficiently, feel more confident in my process, and it creates a smoother, more professional experience for the clients I serve. Review collected by and hosted on G2.com.

Although FreshBooks does a great job with ease of use, the reporting features could be more advanced for those who want deeper insights into financial trends. I’d also like a bit more flexibility when customizing invoices and dashboards. Additionally, the cost may feel high for freelancers or very small businesses on a tight budget. Review collected by and hosted on G2.com.

FreshBooks helps me save time by simplifying invoicing, expense tracking, and payment collection all in one place. Instead of juggling spreadsheets or multiple tools, I can manage client billing, track time, and stay on top of cash flow quickly and accurately. It reduces errors, keeps everything organized, and ensures I get paid faster. This efficiency lets me focus more on growing my business instead of being stuck in administrative tasks. Review collected by and hosted on G2.com.

Suggested Enhancements for Bill.com AP/AR-

Notes & Notifications: Expand the notes section and improve notifications for better visibility and usability.

Error Handling: Provide more detailed explanations for sync errors beyond the current generic messages.

Invoice Controls: Enable the ability to set period restrictions for invoice entry to prevent posting in closed periods or payment dates errors.

GL Coding: Allow use of keyboard shortcuts or quick keys for GL account selection instead of manual dropdown navigation.

Inbox Processing: When forwarding an email with multiple invoices, the email currently becomes the backup, creating extra manual work. Suggest enabling the option to copy the email backup directly in the inbox rather than uploading it each time.

Overall Interface: Make the interface more user-friendly and intuitive for AP/AR workflows. Review collected by and hosted on G2.com.

Facilitating timely payments to ensure they are not late, error reduction on payments issued and payments received. Review collected by and hosted on G2.com.

There are situations where some prices do not show up, but this is because competitors websites get updated and changed constantly. However once pointed out, the app will fix this soon. Review collected by and hosted on G2.com.

already explained Review collected by and hosted on G2.com.

There’s a learning curve with any software, especially CPQ, so be ready to learn a lot in a short time and to help guide reps who have never used it before. Depending on your historical data, it can be a decent lift for implementation, but MonetizeNow will do their best to make it a breeze. Review collected by and hosted on G2.com.

MonetizeNow has sped up approvals, enabled reps to send contracts for signature without having to rely on dealdesk, and automated much of our deal data in Hubspot, including line items, ARR, TCV, and more. Most importantly, MonetizeNow has also helped us automate renewals and, at last, capture renewal data in Hubspot instead of tracking it manually in a Google Sheet. Review collected by and hosted on G2.com.

Refrens requires an active internet connection or mobile data to function properly, which can be inconvenient in areas with poor connectivity. Since it is cloud-based, offline access is limited or unavailable. Some advanced accounting or reporting features found in more expensive enterprise software may be missing, which could be a limitation for larger or more complex businesses. Occasional users may also want more customization options in reports or layouts. Review collected by and hosted on G2.com.

Refrens works really well on mobile, making it easy to manage invoices, expenses, and clients on the go without needing a laptop. It’s very cost-effective compared to other accounting software, especially for small businesses and freelancers. The interface is simple, clean, and user-friendly, so even non-accountants can use it comfortably. It also offers strong features like invoicing, GST support, estimates, and client management all in one place, which saves time and reduces the need for multiple tools. Review collected by and hosted on G2.com.

The available reports show the payments, but they don’t include a breakdown of the fees. Review collected by and hosted on G2.com.

I’m able to collect payments sooner by sending a single link that supports both credit card and ACH payments. It streamlines the overall payment process and makes it easier to manage the available fee options. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

Assembly allows us to communicate efficiently with our users and keep track of their statuses. Having everything in one place helps us stay organized and ensures smoother follow-ups. Review collected by and hosted on G2.com.

This company is fraudulent and a scam, and they do not answer the phone. I received two checks through email from America PAC for the Elon Musk petition referral program. Checkbook.io sent the checks.

I deposited the checks via mobile deposit and my bank flagged the checks and shut my account down saying the checks were fraudulent. When I tried to dispute this matter and explained that they are not fraud, Wells Fargo told me they require verification from Checkbook.io to prove the checks were legitimate. I sent over 30 detailed emails as well as attempted to call them. When you call them, it says “no support agents are available. Leave your number and email and someone will get back to you” and nobody ever calls you. I've called over 100 times.

All I needed them to do was call from a verified phone number and tell my bank the checks were legitimate. They couldn’t even do that.

What financial business does not operate using the phone? It makes no sense.

When I finally do get an email back, it isn’t helpful at all, and my support inquiry is closed and marked completed.

My bank is closing my account on 2/4/25 if I can’t get the checks verified by then. My funds are being held by bank, and I will have to have my long awaited checks recalled and then re-issued if I can’t get this done. Review collected by and hosted on G2.com.

It allowed my employer to pay me seamlessly through email. However they will not help you if a bank needs further verification. They do not have a working phone number. Zero Customer service. Review collected by and hosted on G2.com.

Some features are not available in my country (India) such as Payment collection from the clients and making of GST-compliant invoices. Payment collection is only available in some countries. Review collected by and hosted on G2.com.

Generating Invoices and Estimates for clients.

Sending automatic reminders for collecting payments.

Sending auto-payment receipts.

Payment collection from clients by integration Stripe payment gateway directly in Wave. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

What I dislike about Sequence is that while its simplicity is a strength, it can also mean that some advanced users may wish for deeper customization options or more granular controls. A few features feel early in their maturity, and depending on your workflow, you might notice occasional gaps that require workarounds. Integration is generally smooth, but certain edge-case tools or systems may need extra configuration. None of these are deal-breakers, but they’re areas where Sequence could continue to grow as the platform evolves. Review collected by and hosted on G2.com.

Sequence is solving the problem of fragmented, manual, and time-consuming workflow management by centralizing processes into one streamlined platform, which greatly reduces context switching and operational overhead. It helps eliminate scattered documentation, unclear ownership, and inconsistent execution by giving teams a clear, automated, and repeatable structure. For me, this translates into faster onboarding, fewer errors, and more predictable outcomes, along with the peace of mind that everything is running the way it should without constant oversight. Review collected by and hosted on G2.com.

The basic version only carries bery basic needs for keeping track. Specially if you run agency with multiple project cost centres, the subscription becomes quite expensive Review collected by and hosted on G2.com.

Zipbooks is quite friendly and intuitive. They have excellent interface making accounting easy. As a trained book keeper, first time making entries is easy ( a bit repetitive though, but still simple to use). Review collected by and hosted on G2.com.