Recurring Billing Software

Occasionally, the feed from Bank of America drops and I have to restart it. It happens maybe once a year, but it's a very easy fix. Xero walks you right through how to reconnect to a bank that is dropped. I'm uncomfortable using AI for my bookkeeping, so I don't love that Xero is pushing some AI help. Review collected by and hosted on G2.com.

I use Xero for bookkeeping in my small business. It keeps my records tidy and organized, and the app lets me manage invoices on the move. Xero also helps with payment matching, bank feeds, and sales projections. Xero saves me time and stress. Review collected by and hosted on G2.com.

One of the harder things at my job is when we put a job into Miter we have to wait until the next morning before it will show up in our other system. There is not much I dislike about Netsuite, so far. It has been working great since we got it. Learning it has taken a little bit. The mock cases we went through helped discover any issues we were having. Review collected by and hosted on G2.com.

When doing the mock cases we were able to go through different screens throughout Miter. Having done them and going back in now has benefited the whole company. I do not know all the issues we went through, but they were all put into Miter as we did the mock cases. It has helped us with tracking jobs so much. Review collected by and hosted on G2.com.

Reporting isn’t what I expected. Also, a few items that were introduced—such as RAMP, along with some invoice- and email-related features—aren’t provided with full context, which makes them harder to understand and use. We tried the Vitally integration, but it still isn’t fully usable because of limitations on Chargebee’s end. On top of that, Chargebee denies support for it in the UI and instead only offers an API-based solution. Review collected by and hosted on G2.com.

Chargebee doesn’t solve each and every problem, and sometimes they give rigid feedback—basically saying that this is how the product behaves and it isn’t going to change. That said, they do provide a workaround most of the time. Review collected by and hosted on G2.com.

The only thing I wish is that it offered a bit more customization when it comes to the color scheme. Other than that, I have nothing negative to say about Stampli! Review collected by and hosted on G2.com.

Stampli addresses the problem of excessive paper use and provides a centralized location for storing all physical invoice copies. Having everything organized online is extremely convenient and efficient. The ability to quickly search for invoices online saves both significant time and money. Review collected by and hosted on G2.com.

I’ve run into periodic challenges when trying to add authorized users to bank accounts. On top of that, the sync between BILL and QuickBooks Online sometimes has issues, which can be frustrating at times. Review collected by and hosted on G2.com.

It helps us pay bills on behalf of clients in a timely and accurate manner. It also supports multiple approval levels for bills, syncs financial data to our accounting platform quickly and easily, and enables vendors to be paid on time through the built-in inbox. Review collected by and hosted on G2.com.

a more customizable proposal so that my brand and the particular sections I want are included. It'd be nice to just build a document with my logo and even font. I'd like to have an intro, maybe a section where there are different levels and the client can select what services they want, then pop in with timeline to get started, terms and conditions, etc. Some steps can be a little confusing as far as editing services or editing agreements and ensuring the agreement is signed but then billing can start immediately or at a certain date. Review collected by and hosted on G2.com.

I use Anchor to consolidate proposals, agreements, and payments all in one place, simplifying the tracking of scope, billing, and terms. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, while Refrens works well overall, there are a few areas for improvement.

Some advanced features and integrations can be expanded further, especially for scaling businesses. Occasionally, minor performance lags or UI refinements could be improved for a smoother experience.

The AI features are useful but still evolving, and there is scope to make them more powerful and insightful. Also, adding more depth in reports and customization options would make it even better.

That said, none of these are major issues, and the platform continues to improve over time. Review collected by and hosted on G2.com.

At Tech Daddy Global Solutions, Refrens helps solve the problem of managing invoicing, quotations, payments, and basic accounting in one place. Earlier, handling these tasks across different tools was time-consuming and prone to errors.

With Refrens, everything is streamlined — creating professional invoices, tracking payments, and managing client data becomes quick and organized. This reduces manual work and improves accuracy.

It also helps in maintaining a professional image with clients through well-designed documents and smooth workflows. Overall, it saves time, increases efficiency, and allows us to focus more on business growth instead of operational hassles. 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.

Freshbooks seach works really well for me and I havn’t had any issues with it. The payment fees feel a bit high and payment integrations like strip and PayPal make it simple for clienta to pay in the way that works best for them. Review collected by and hosted on G2.com.

It keeps my invoices, expenses and payments all in one place, so I don’t lose track of billable work anymore. Moth end is a lot less stressful now, and I have much better visibility into who has paid and who still hasn’t thanks from my side, Freshbook. Review collected by and hosted on G2.com.

What I dislike about Tabs is less about major flaws and more about the typical friction that comes with implementing a powerful billing system.

On the UI/UX side, while it’s clean overall, there are moments where more advanced workflows (like complex contract configurations or edge-case billing rules) aren’t as intuitive and require a bit of trial and error. There’s definitely a learning curve once you move beyond the basics.

Integrations have been solid, but getting everything mapped correctly during the initial setup took time. Aligning data between systems—especially if your CRM or accounting setup isn’t perfectly structured—can require extra effort and validation upfront.

From a performance standpoint, it’s generally reliable, but large data operations (like bulk updates or historical adjustments) can occasionally feel a bit heavy.

Pricing-wise, like most billing platforms, it’s an investment. The ROI is there, but it becomes clearer over time as you scale and fully utilize the platform. Early on, it can feel like you’re paying for more capability than you immediately need.

Onboarding and support are helpful, but implementation still requires internal alignment.

For AI and intelligence features, while useful, they still feel like they’re evolving. Overall, most of the downsides are tied to the complexity of billing itself rather than Tabs specifically, but it does mean there’s some upfront effort required to get everything running smoothly. Review collected by and hosted on G2.com.

Tabs is solving the biggest pain point we had with billing—too many manual processes stitched together across different tools. Before, we were juggling spreadsheets, our CRM, and our accounting system just to get invoices out the door and make sure everything tied correctly. Now it’s all centralized, which has made a huge difference in both speed and accuracy.

For me personally, the biggest benefit is how much time it’s saved during each billing cycle. What used to take hours of double-checking formulas and reconciling data now happens in a much more streamlined way. The UI makes it easy to see exactly what’s going on with each customer, and I don’t have to dig through multiple systems to get answers.

The integrations have also been a big part of that improvement. Data flows more cleanly between systems, so we’re not constantly fixing mismatches or chasing down discrepancies. That alone has reduced a lot of back-and-forth internally.

Performance-wise, it’s reliable enough that I don’t have to think about it—it just works when we need it to, especially during critical billing runs. And from a ROI standpoint, it’s been worth it just based on time savings and fewer errors, which ultimately impacts revenue accuracy.

Support and onboarding helped us get to that point faster than expected, especially on the scheduling side of things. There’s still effort required on our side, but having guidance on how to structure things properly made a difference.

One thing I didn’t expect to rely on as much is the AI layer—it saves us a lot of time. And having our contracts easily accessible is a nice benefit.

Overall, Tabs has taken something that used to feel pretty fragmented and made it much more controlled and predictable, which has been a big win for our workflow. Review collected by and hosted on G2.com.

Nothing major, we've implemented a good feedback loop with the Sequence team and they've been very receptive so far. It’s been a smooth experience, and we’re excited to see the team keep improving the product. Review collected by and hosted on G2.com.

We needed a billing setup that could handle a range of pricing models without adding complexity. Sequence gave us that flexibility and reduced the amount of manual intervention needed from the team. Review collected by and hosted on G2.com.

They were fine for a number of years but things dramatically changed this year. With one day notice they changed their processing timelines from 1 day to 3 days. They then had a series of errors that extended the 3 day fund hold to 6 days. They have done a terrible job of communicating, have been combative, and have turned into an awful partner. They are also, with no notice, instituting burdensome rules that I have not seen from other processors and offering no justification for those rules. My guess is that they had a major fraud incident. Something definitely changed on their end. Review collected by and hosted on G2.com.

We use Checkbook to process payments and issue paper checks for our end users. Review collected by and hosted on G2.com.

Mercury may not be a good fit for founders who do any meaningful work internationally. My account was closed despite the company being a legitimate U.S. LLC with an EIN and a U.S. mailing address. The only unusual factor appeared to be that part of my work involves one international business address.

The closure happened quickly and without any opportunity to resolve the issue. For founders building global companies, that kind of uncertainty without opportunity for manual review makes financial planning extremely difficult.

Many startups today operate with distributed teams or founders who spend time abroad. Based on my experience, founders with any international operations should review Mercury’s policies carefully before relying on it as their primary banking platform. Review collected by and hosted on G2.com.

For founders operating primarily in the United States, Mercury simplifies tasks like opening a business account, managing payments, and connecting financial tools without needing to visit a bank branch. The platform is clearly designed with startups in mind, and the user experience is much easier than traditional banking portals. Review collected by and hosted on G2.com.

I’m sure it’s there but I haven’t messed with it too much so take this as user error - I don’t like that I cannot see a place where I can display my services more easily vs the client having to dig for them. Review collected by and hosted on G2.com.

When I launched my business, the first thing I thought was “How am I going to keep track with our business clients?” Billing, scheduling etc. I had no idea a company like assembly existed. Of course, like other A.I users I did my lazy research and A.I vouched that assembly was top choice for my business so I went with assembly and A.I was not wrong. So currently, assembly helps with ALL of my client management and makes it feel more premium and luxurious and exclusive. Circle feel for sure. Review collected by and hosted on G2.com.

sellsy has many different features, I have not yet explored all the uses Review collected by and hosted on G2.com.

the creation of invoices and their management 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.

The website software could be a bit more aesthetically pleasing. Sorry had to choose something, I know this is more personal preference. Review collected by and hosted on G2.com.

Having our customers pay when the invoice is due. Helps us better predict our cash flow. 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.

One of the main concerns is transaction fees. While Square is convenient, its per-transaction pricing can become expensive over time, particularly for businesses with high volumes or larger ticket sizes. Unlike some competitors, there’s limited room to negotiate lower rates. Review collected by and hosted on G2.com.

It also removes complexity from taking payments. Whether you’re on-site, remote, or working across cities, you can accept payments quickly and securely without needing multiple tools. That reliability improves cash flow and reduces the time spent chasing payments. Review collected by and hosted on G2.com.

The Business operations UI section offers very high flexibility, but the look-and-feel has some room for improvement. I can see that the rehaul of this section is on Tridens' roadmap, which is great news! Review collected by and hosted on G2.com.

When we manage to fully automate the »Order 2 Cash« process we will save plenty of time and resources. Monetization is currently used primarily for annual and monthly billing of our clients for cloud computing services such as secure data storage and SaaS products. Our clients are both commercial and non-commercial, and Monetization offers good distinction between the two in terms of reporting and analytics. Review collected by and hosted on G2.com.