Recurring Billing Software

One challenge with Xero is that some accounting workflows have a learning curve, especially for users who don’t work in finance every day. Tasks such as bank reconciliation, report customization, and account setup can take some time to fully understand when you’re new to the platform.

While Xero is powerful once configured properly, I think the onboarding experience could do a better job guiding non-finance users through key processes and explaining accounting concepts within the product itself.

After the initial setup period, navigation becomes much easier, but new users may need some time before they feel fully comfortable using all of the available features. Review collected by and hosted on G2.com.

Xero helps solve the challenge of keeping financial records organized and accessible in one place. Instead of managing invoices, expenses, bank transactions, and reporting across multiple spreadsheets or systems, everything is centralized and easier to track.

One of the biggest benefits is reducing manual work. Features like bank transaction matching and reconciliation help keep records up to date without as much administrative effort. It also makes it easier to review financial reports, monitor cash flow, and understand the overall financial position of the business.

Having that visibility in a single platform improves consistency and helps support better financial decision-making. Review collected by and hosted on G2.com.

While NetSuite is a powerful and flexible platform, there are some limitations that can impact day-to-day usability.

One of the main challenges is with Saved Searches, particularly around complex criteria and advanced filtering. As requirements become more sophisticated, it can be difficult to build or maintain searches without workarounds, and performance can sometimes be impacted.

From a supply chain perspective, there are also limitations in inventory management and demand forecasting capabilities. Forecasting often requires additional customization or external tools to achieve higher accuracy and deeper predictive insights.

Overall, while NetSuite provides a strong foundation, some areas require enhancement or supplementary solutions to fully support advanced analytics and planning needs. Review collected by and hosted on G2.com.

What problems is it solving?

Before NetSuite, our data was trapped in different systems that didn’t talk to each other. We were wasting hours manually moving information between spreadsheets, which led to human errors and outdated numbers.

How is it benefiting you?

It puts everything—finance, sales, and operations—into one place. For me, the biggest benefit is having a single, reliable source of truth. I can see real-time performance dashboards without waiting days for manual reports, which means we can make faster, smarter business decisions. 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.

I do not have any particular dislikes of the platform. Review collected by and hosted on G2.com.

In a large organization, with many teams and individuals involved in procurement, it centralizes and simplifies the approval process. The time and efficiency saved are game changers. Everything is centralized in the platform for people who are not involved with the finances of the business, yet play an important role in approving expenditures. It saves Finance from chasing approvals via email and slack, across multiple teams and individuals. Review collected by and hosted on G2.com.

The interface continues to be a huge challenge for me. I have it synced with QuickBooks Online but overall do not find the user experience easy or enjoyable. I think because of this I have not dug deeper into the features or how else I could be using it. I do not feel that it's really clear what it's doing or how it's set up. I would want a simpler interface, better instructions and guidance as I use it. The initial setup was not very easy, it took me a while to figure out. I do remember feeling overwhelmed by the setup and interface. Review collected by and hosted on G2.com.

BILL AP/AR saves time by eliminating the need to print, mail, and deposit checks. It speeds up our A/R process when clients pay electronically, helping cash flow. Review collected by and hosted on G2.com.

While Refrens Accounting is excellent for day-to-day operations, there is still room for improvement regarding deep third-party integrations. It would be highly beneficial to have more native sync capabilities with advanced project management tools or external CRM systems to automate workflows even further.

Additionally, as the platform continues to add features, the reporting and analytics tools could be expanded to provide deeper financial insights and automated forecasting for long-term planning. However, these are minor feature gaps, and the core functionalities for invoicing, quotations, and client management remain incredibly strong and reliable. Review collected by and hosted on G2.com.

Before using Refrens Accounting, my business operations were heavily fragmented. I was constantly juggling multiple disjointed platforms—using separate tools or spreadsheets to create quotations, handle client records, and send invoices. This scattered workflow made it time-consuming to stay organized and led to delays in getting paid.

Refrens completely solves this issue by serving as a centralized, all-in-one hub for my client management and billing ecosystem. Review collected by and hosted on G2.com.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. Review collected by and hosted on G2.com.

Nothing big. There are edge cases that can require help, but the support team is responsive and the issues we’ve raised have tended to show up on the roadmap. Review collected by and hosted on G2.com.

Sequence consolidated our quoting, contracts, billing, and invoicing into a single system. Instead of stitching together multiple products, we can handle them in one workflow. For a usage-based model like ours, that means fewer manual steps and far more confidence in what we do. 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 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.

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.

FreshBooks isn't trying to be an advanced financial analytics platform, and honestly, I don't think that's the goal. It focuses on helping me keep the business organized, stay on top of invoicing, and understand where my time and money are going without making everything more complicated than it needs to be. Review collected by and hosted on G2.com.

One thing that really sticks with me happens during a planning meeting. Everyone is convinced that one of our services is the biggest driver of the business. It brings in good revenue, clients ask for it all the time, and the sales team is always pushing it. Before deciding to invest even more time into it, I start looking through FreshBooks and compare revenue, tracked hours, expenses, and how quickly clients actually pay. The numbers tell a completely different story. It's one of the highest-grossing services, but it's also the one taking the most time and generating the most work that never makes it into the invoice. Meanwhile, another service that gets far less attention is bringing in better margins while taking a fraction of the effort. That changes the whole conversation. Instead of making decisions based on what we think is working, we're looking at numbers everyone can understand. That's probably the moment when FreshBooks proves the most value to me. Review collected by and hosted on G2.com.

Some features can take a little time to learn when setting up the system for the first time. Certain customization options are not always as flexible as expected, especially when trying to match specific invoice formats or workflows. It works well for day-to-day invoicing, but occasional adjustments require a bit of extra effort. Review collected by and hosted on G2.com.

oho Invoice solves the challenge of managing invoices, payments, and customer billing in a structured way. Instead of creating invoices manually and tracking payments through spreadsheets, everything is organized in one place. This makes it easier to send invoices on time, monitor payment status, and keep accurate records. For me, the biggest benefit is saving time on administrative work and reducing the chances of missing payments or billing details. Automated reminders and payment tracking help streamline the process, allowing more time to focus on actual business tasks rather than paperwork. 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.

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.

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.

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.

Integrations and proposals have some kinks, but the support and development team will actually get involved to help work these out. Review collected by and hosted on G2.com.

Proposal workflow is seamless for me and customers Review collected by and hosted on G2.com.