Billing and Invoice Software
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FreshBooks Software
FreshBooks is an agile accounting software that makes financial management seamless. Small businesses and freelancers can benefit from its user-friendly interface and powerful features. Discover how FreshBooks software can transform your financial management processes and more.
NetSuite
Drive your organization forward with Netsuite, a robust ERP solution. Seamlessly integrate financials, streamline operations, and gain real-time insights. From scalable solutions to adaptive workflows, it empowers businesses for growth and efficiency. Elevate your enterprise and get started with suitable Netsuite pricing.
Deltek Vision
Deltek Vision, a robust suite of ERP solutions, empowers organizations to seamlessly navigate and optimize their project lifecycle. Tailored for project and service-based firms, it ensures real-time insights, financial control, and streamlined processes. Elevate your project management with Deltek Vision. Schedule a demo for a firsthand experience today!
DealerCenter
DealerCenter streamlines accounting tasks for automotive businesses, offering intuitive features for efficient financial management. While it may require initial familiarization, its tailored solutions prove invaluable for automotive professionals. DealerCenter stands as a reliable partner in navigating complex financial processes, ensuring seamless operations.
Workday Enterprise Resource Planning (ERP) Tool
Workday ERP software offers comprehensive solutions for enterprise resource planning, taking things a step ahead with its enterprise management cloud. While navigating it may be challenging at times, its scalability and real-time insights make it a useful asset for businesses aiming for efficiency and growth.
Odoo
Odoo transforms business operations through a powerful open-source suite of integrated applications. Its scalability, and user-friendly interface offers a comprehensive set of features for businesses of all sizes and industries. Initial implementation of the software can be challenging but overall, it is a good choice for business evolution.
Wave Accounting Platform
Wave accounting platform software offers a seamless solution for managing finances with its intuitive design and practical aspects. Useful features such as professional invoicing, mobile receipts and payroll make it worth the learning curve. It is a good choice overall, to simplify accounting tasks and drive success.
Chargify
Chargify is a renowned SaaS-based Recurring Billing and Subscription Management solution. The software not only caters to everyday basic billing tasks but also takes care of elastic billing providing support for millions of complex scenarios and any business structure. Users are provided with robust tools to launch products, sign up customers, manage subscriptions and drive revenue.
Chargify Elastic Billing transforms charging into a competitive advantage for present-day recurring income-based organizations that need to customize and separate their contributions for the Relationship Economy. Elastic Billing is changing the manner in which that organization's bundle, cost, and advance offer and oversees progress over time. Users can easily access customer insight, signups, revenue, and cancellations with its real-time dashboard. By testing different subscription plans and freemium packages, users can increase your company revenue and optimize sales conversions. The software eliminates any delays and hindrances in the billing process and offers users front, corner, and back-office teams the speed and flexibility they need.
Pricing: Not provided by the vendor
USP: Seamless billing workflows. Business intelligence for better insights and informed decisions.
Support: Support is extended via email, phone, and round-the-clock live reps.
Product Advantages: Customer and tech support is indispensable. Simple and straightforward user interface. Robust API.
Product Limitations: Slightly overpriced. Can be glitchy.
Oracle JD Edwards EnterpriseOne
Oracle JD Edwards EnterpriseOne is a cloud-based solution offering Enterprise Resource Planning (ERP) and supply chain management services to small, midsize, and large businesses. Oracle, combined with JD Edwards provides users with a vast collection of powerful and innovative apps to manage workflows in several sectors including finance, consumer goods, human resources, distribution, and manufacturing. The solution combines business value, standards-based technology, and deep industry insights at a low ownership cost.
Key features include financial management, project management, human capital management, order management, CRM, manufacturing, supply chain planning, logistics, reporting, and business intelligence. Real estate management, environmental health, asset lifecycle management, and safety and commodity trading are also offered among many other modules.
The solution is scalable and is compatible with hardware, virtual servers such as Oracle VM and VMware, and operating systems such as Microsoft Windows, Linux, AIX, and IBM I5OS and databases such as SQL, Oracle, and DB/2. Support for the smartphone web browsers is also provided.
Pricing: Not provided by the vendor.
USP: Oracle’s One-Click Provisioning tool enables its users to deploy JD Edwards on the Oracle Cloud within hours instead of days. Integration with IoT (Internet of Things) is offered that delivers higher profitability and competitive differentiation.
Support: Support can be reached online.
Product Advantages: JDE E1 is highly adaptable, highly accurate, highly configurable, and allows for granular security. Robust reporting tool and seamless integration with all third-party tools.
Product Limitations: Some functionalities are too complex to configure. Cross-reference facility is not intuitive and hard to set up.
Tipalti
Tipalti streamlines financial tasks for businesses, offering intuitive interfaces and robust automation capabilities. Despite occasional complexity in setup, its comprehensive features, including mass payment processing and procurement control, make it indispensable. Tipalti emerges as a dependable ally for businesses aiming to ensure financial compliance.
Certify Invoicing Software
Certify is a web-based expense management and invoicing software catering to companies of all sizes and industries. The solution offers expense automation, electronic receipt capture, and streamlined workflows that save time spent creating, approving, and reimbursing while gaining insight into users T&E expenditure. The main functions of the solution include tracking, approving, and reimbursing expenses with the ability to book travel; and analyze spend.
The mobile app allows users to capture receipts on the camera. It is compatible with iOS, Android, Blackberry, and Google phones and offers an offline sync feature so that travelers can log every expense instantly even in the absence of internet access. The receipt parse and auto-fill features automate the process of data extraction from the receipts and fill out the expense report. Other capabilities include receipt scan, upload, text message, and fax. The system generates expense reports on specified dates and reimbursement can be automated.
The system can receive data directly from credit card platforms through a PCI-compliant connection. Integration with accounting systems such as SAP, QuickBooks Pro and Enterprise, Oracle, and Microsoft Dynamics is supported.
QuickBooks
QuickBooks Enterprise is an accounting solutions suite that offers end-to-end accounting services for growing businesses and non-profit organizations. The software is designed to integrate tasks like payroll, payables, inventory tracking, and more. There are functionalities to manage multiple users, locations, inventory workflows, or large amounts of transaction data. The software offers tailored reporting tools with MS Excel integration for users to analyze data efficiently and make information-based business decisions.
Tools for scanning attaching multiple documents including receipts and quotes are also offered. These tools enable businesses to carefully arrange documents into categories and subcategories to keep track of important accounting data files. The solution also maintains a change log to record changes within each document with the proper date and time stamp. The solution allows businesses to track employee information and ensure necessary regulatory compliance.
QuickBooks Enterprise caters mainly to small-midsize businesses across several industry verticals including construction, manufacturing, distribution and retail.
Sage Intacct
Sage Intacct is a best-in-class cloud accounting and ERP software and is the preferred cloud financial management application for the AICPA. The software provides real-time financial and operational insights to small and midsize businesses as well as the ability to automate critical processes.
As the only AICPA-preferred financial management solution, Sage Intacct financial management software delivers the automation and controls around billing, accounting, and reporting that finance needs to reduce errors, stay audit-ready, and scale the business. Sage Intacct helps CFOs access integrated management and financial reports across their business entities within minutes instead of days allowing them to grow and drive their businesses.
The solution provides an array of core accounting functions such as accounts payable, accounts receivable, general ledger, cash management, and order management. It also offers built-in reporting and dashboards, project accounting, fund accounting, time and expense management, financial consolidation, revenue recognition, subscription billing, contract management, inventory management, and financial reporting applications, all delivered through the cloud.
DENALI Business
Denali Business, a Cougar Mountain product, is an accounting software geared towards small to midsize businesses. The solution has the ability to customize 10 integrated modules. The primary goal of this software is to scale the business needs while maintaining a consistent audit trail. The system offers both, on-site and cloud-based deployments. Denali is equipped to help users effectively monitor and control the flow of business assets.
Key functions include multi-location inventory management, reporting, auditing, data analysis, and regulatory updates. For charities and other non-profit organizations, it has a Denali Fund app that offers grant, donation, event, and overhead accounting making the management of both restricted and unrestricted fund accounts easier, while ensuring all transactions are fraud-free. More features include individual user rights, internal controls, audit trails, customizable reports, rental equipment tracking, and GAAP and FASB compliance. Business intelligence provides dashboards, predictive analytics, and pulse alerts.
Functionalities to deal with multiple invoices, clients' information, and collection status are also offered. Several add-ons features are available including a payroll system, purchase orders, bank reconciliation, and mobile accounting.
Pricing: Pricing is based on a one-time payment model. Three different packages are offered: Denali Basecamp ($1999/user), Denali Ascent ($2999/user), and Denali Summit ($4999/use). A free trial is also offered.
USP: The most efficient tool to organize and manage finances with complete transparency. Scalability to add more modules, services, and add-ons to meet the growing needs of a business.
Support: Support is available via phone and email.
Product Advantages: Robust and reliable product. Great value for money. Top-of-the-line support.
Product Limitations: Cumbersome and dated interface. Inconsistencies in accounting payrolls.
Coupa Expenses
Coupa Expenses is a cloud-based e-procurement and expense reporting and management solution that helps businesses reduce spend leakage, enhance accuracy and transparency, and automate approvals to maximize productivity and profitability. The software helps users solve complex payment and expense management issues by providing them with a globally valid unified expense solution with all the capabilities required to provide spend transparency, ensure global compliance standards are met, reduce overall business spending and satisfy employees.
A vast list of robust features and capabilities are offered to enable users to keep tabs of spending, suppliers, budgeting, contracts, and catalogs as well as offer them actionable intelligence through dashboards, spending reports, and analysis to control spending. Coupa streamlines spending documentation offering intelligent audit scoring reviews to prevent any risk of fraudulent activity.
The T&E management software allows Finance teams to be more agile, providing a simple yet powerful entirely cloud-based administrative experience. Integration with Google maps is also offered. The e-Procurement offers an easily configurable procure-to-pay process as well as enables employees to take cost-saving initiatives. Real-time Benchmarking lets users instantly quantify savings generated and benchmark that performance against eighteen market-specific indicators.
Pricing: The pricing model is quote-based.
USP: Intelligent and user-friendly mobile experience for efficient T&E management. Its unique iRequest function produces searches for and automatically adds the best-priced item to requisition.
Support: Support is provided via email, tickets, and phone.
Product Advantages: Visible and clear audit trails. Invoicing is compliant with international policies. Simple and intuitive internet crowdsourcing.
Product Limitations: Has trouble scanning foreign language receipts. It does not allow to create new requisitions on the mobile app. Sourcing is cumbersome and slow.
ClearView InFocus ERP
Clearview InFocus is a project-based ERP solution built for architects and engineering firms to manage their project lifecycle from the opportunity to project completion with tools for real-time accounting, billing and time and expense. Geared towards mid-to-large Architecture and Engineering firms, InFocus offers a success-oriented all-in-one product for one industry so AE firms have access to tailored support and innovation to win more business.
The software offers a variety of innovative and robust features including customizable report-building and invoicing capabilities, marketing, and sales customer relationship management tools, interactive Gantt control, tools for automating workflows, multiple levels for work breakdown structure, business intelligence with analytics dashboards and more. These features combined with InFocus's API management layer and cross-database analytics, integrated in real-time, give Clearview a competitive edge over any other ERP solution in the market. Both cloud-based and on-premise deployments are available.
Pricing: Pricing packages are license-based. For the cloud-based version, it costs $29/month and for the annual package, $24/month. For the in-house version, there is a one-time license fee of $495.
USP: All-rounded ERP systems with high customizability and scalability in attractive low prices make InFocus an ultimate choice for growing AE firms.
Support: Support is available via phone, email, online tutorials, and self-guided courses.
Product Advantages: It's easy to navigate. Intuitive interface. Great support. Customization in data presentations, security, permissions, and reports.
Product Limitations: Requests take approximately 4 times longer to process than when we tested it as a local SQL installation. No integration support with external payroll software.
Aplos
Aplos is a cloud-based accounting software solution designed for churches and non-profit organizations. It comes in two options: a stand-alone system or the accounting solution within an integrated suite. The software was founded in 2009 and its cloud-based, non-profit solution was released in 2011. It has helped over 40,000 organizations, in more than 50 countries, with more than $200 million in transactions.
Aplos accounting tool includes features like fund transactions, budgeting, bill tracking and payment, invoicing, financial reporting, manage finance, track cash flow etc. The integrated suite option includes all of the accounting tool features with online donation management, contribution management and reporting functionalities.
The solution includes creation of balance sheets, income statements, fund balances, and allows to create custom reports and storing contributor’s information in a single, central repository to keep track of all the event records, personal data, donation history and more. It caters to non-profit organizations and churches of all sizes. Aplos demo can be requested upon request, they also offer a 15-day free trial period.
Xledger ERP
Xledger is an Enterprise Resource Planning (ERP) solution for mid-sized and large businesses. It was designed for the cloud so that it can easily be accessed from anywhere and at any time. This ERP solution was created by keeping the customers in mind. It provides automated ERP solutions to 10,000+ clients in 50+ countries.
The software has three value pillars that it follows: automation, insight, and scalability. It automates the processes ranging from bank reconciliation to invoice entry. Provides real-time insight which supports the decision-making process. It helps businesses grow in size and scope without the need for extra personnel required to operate, support and maintain data on the ERP system.
Xledger provides features like billing, invoicing, real-time reporting, graphs, dashboards, time and expense tracking, business intelligence and analytical tools, workflow collaborations, payroll management, asset management, accounts receivable and payable management, etc. The changes made by users are in real-time, making the data accurate and reliable.
The software offers its services on a monthly subscription basis.
Accurate Legal Billing
Accurate Legal Billing Inc is an AI-enabled platform that helps law firms prepare and submit error-free invoices that are always 100% compliant with their clients' billing guidelines. Using ALB, fee earners can track their time anywhere, using any device. ALB is suitable for law firms of all sizes and types, ranging from solo practitioners to international law firms.
Salient Features include:
1. Daily Activity Capture
2. Automated Bill Review
3. Performance Metrics and Reports
4. Budget Preparation and Tracking
5. Invoice Conversion to Multiple Formats
6. Multilingual and Multicurrency Invoice Prep.
ALB offers easy implementation and integration services, along with consultations for developing requirements and performing audits to ensure that timekeepers and the firm, in general, are meeting the firm’s goals and targets.
ALB further offers services of eBilling recovery. Using ALB, firms can send out GNCs for approval to the claim adjuster easily using the system.
ALB 2.0 presents Time Entry Cleansing: Law firms can submit prepared invoices that are cleansed by removing non-compliances after highlighting them and providing adequate suggestions for making them compliant.
Concur
SAP Concur is among the largest global providers of integrated expense and travel management solution that also provides invoice services to finance executives with an aim to simplify and automate these daily computations. It enables executives to monitor expenses and cash flows related to travel expenditures. The app integrates almost real-time data with AI audited transactions that provide businesses complete transparency over what is being spent on which projects without any blind spots or undocumented expenses.
The software’s Travel and Expenses application offers features to customize trip planning processes allowing managers control over which requested adjustments. to approve or decline. The module offers a wide inventory of global travel distribution systems, including negotiated prices and web-only fares. automated alerts with the finance team are also offered as well as reports and dashboards.
The Invoicing module offers automated accounts payable processes by utilizing templates and predefined reports. It also offers a self-service portal for suppliers customized workflows and automated vendor payments with ACH, checks, and credit cards. Concur’s Intelligence feature enables employees to create customized dashboards, providing a summary of multiple reports that enable finance managers to track travel expenses.
Support for iOS, Android, Blackberry, and Windows phones is offered with a full feature suite available.
Pricing: The software offers the Basic version for small businesses for $8/month, while pricing details for other packages are provided upon quote.
USP: SAP Concur is the most widely use T&E management solution worldwide for its seamless tracking and scalability to serve small businesses to large business conglomerates effortlessly.
Support: Support can be accessed via phone and FAQ.
Product Advantages: Feature to automate data collection from receipt images is a huge benefit. Broad inventory choice of global travel suppliers including negotiated rates.
Product Limitations: Receipt management is not intuitive and well organized. T&E interface is dated. The recent updates have made the software harder to use.
Financial Edge
Financial Edge NXT, a Blackbaud product, is a cloud-based accounting solution geared towards non-profit and governmental organizations to help them effectively manage, automate and monitor several organizational projects and teams at the same time. These could be relating to compliance, financial stewardship, security, or follow-throughs; Financial Edge provides users with a robust platform to perform fund accounting with a general ledger, projects, grants, endowments, accounts payable and receivable, fixed assets, banking, and more tools offered within a single mainframe.
Financial Edge enables its users to manage transactions, eliminate manual processes, and securely share information in an instant by providing them with personalized dashboards and customizable views. This way users can closely monitor income statements, program-to-expense ratios, cash balances, and other key metrics. Other innovative offerings include one-click drill-down functionality in real-time reporting, and export capability, and ongoing data-driven decision making.
Pricing: Not provided by the vendor.
USP: Advanced tools to eliminate manual processing of things with enhanced accuracy of data entries. Offers project accounting with streamlined budget management.
Support: Support can be reached via phone and email.
Product Advantages: The software is highly flexible. It provides an effective way to monitor accounts and generate reports.
Product Limitations: Highly overpriced for SME businesses. There is a steep learning curve because of the complexity of the offered functions.
Microsoft Dynamics SL
Microsoft Dynamics SL is a business management ERP (enterprise resource planning) offering powerful project and service-based organizations such as professional services firms construction companies, heavy equipment rentals, government contractors, and engineering firms, etc. The software constitutes multiple modules including financial management, IT management, business intelligence, collaboration, accounting, field service, supply-chain management with innovative features to back them.
Dynamics offers the latest Power BI and integration with a wide list of commonly used famous business tolls and software including Microsoft’s native suite of tools, Windows, Oracle, Salesforce, Skydive, Sybase, and many other industry-specific tools and add-ons. These capabilities allow users to benefit from the full extent of the software’s own set of functionalities, resulting in enhanced efficiencies and optimized performance.
The system offers on-site deployment, and the option to host and add services like online training and support. The application runs on the Microsoft SQL Server database platform.
Pricing: Pricing for the basic package is around $2000 and for businesses, the software costs $2250.
USP: The software operates on Windows and .NET frameworks extending the benefit of sharing Microsoft as a common developer. Solution for everything from job costing, materials management, service call entry, receiving, to billing, and sales solution.
Support: Support can be reached by phone and email.
Product Advantages: Easy copy and paste feature for general ledger from Excel. The software interacts well with a number of Microsoft products and functionalities.
Product Limitations: Not as flexible as it should be.
Bill.com
Bill.com is a leading cloud-based accounting solution that assists companies with automating their digital payment processes by creating easy-flowing A/P and A/R solutions. With a current customer base of 200,000, Bill.com has helped its users to pay and get paid countless bills worth billions of dollars. With Bill.com, users get access to direct and efficient bank and accounting channels thus saving them up to 50 percent of the time usually spent on financial back-office operations by safely automating their end-to-end processes.
The solution offers advanced tools for enterprise-class fraud protection as well as business payment functions including receiving payments from clients, handling financial reporting and paying off vendors and contractors. Some more features include unlimited document storage, custom invoicing services, the ability to access the back office from anywhere using any mobile device, and workflow collaboration. Different payment methods, including domestic ACH payments, international wires, and virtual cards, and paper checks, are available. The smart platform reduces data entry and human error by leveraging artificial intelligence (AI) and machine learning. Invoices can also be sent to team members for review.
Pricing: Four different pricing plans are offered: Essentials for $29 user/month, Team Plan for $39 user/month, Corporate Plan for $59 user/month and, Enterprise Plan the pricing for which is provided upon quote. A free trial is also available.
USP: Various payment receiving options including ACH, PayPal, and ePayment. Integration with accounting solutions such as QuickBooks, Intacct, and Xero is provided.
Support: Support can be reached via the app, notes, and comments section.
Product Advantages: User-friendly interface with seamless integrations. Easily accessible and helpful support.
Product Limitations: Pricing is a little steep for small companies. Limited reporting options.
EZOfficeInventory
EZ Office Inventory is a leading cloud-based asset tracking solution that enables businesses to track and manage multiple types of assets across various locations and departments. It caters to the needs of businesses in different industries by providing them with tools to track all types of items including IT assets, AV equipment, furniture, construction tools, medical equipment, etc. in a non-intrusive and secure manner. The solution offers mobile app support for team collaboration around asset reservations, maintenance, checkouts, and audits, with Barcode and QR Code scans as well RFID tag scans on external scanners. It provides users with complete logs of all assets from procurement to retirement and simplifies all operations involving company assets.
The solution is entirely cloud-based and is accessible from anywhere and at any time. An embedded REST-based API is available that integrates with other REST-based systems. With EZOfficeInventory's dynamic dashboards and customized reporting features, users can easily track and monitor assets. A GPS tracking feature helps them track item locations so users with the help of an interactive map so they can spot lost or misplaced assets.
Inventory management contains advanced analysis that enable businesses to draw inventory data analysis and make smart decisions regarding inventory maintenance. Third-party integration with a number of applications such as Dropbox, Active Directory, Zendesk, Jira, and OneLogin is available.
Pricing: Both monthly and annual subscriptions plans are offered. For a monthly subscription, A La Carte ($31.50/month) and Unlimited Users ($150/month) are offered, whereas pricing for Enterprise packages is provided upon quote.
USP: scan barcodes right from a smartphone device, streamline item maintenance to boost functionality, maintain optimized stock levels at all times, and manage all customers and vendors with one solution.
Support: Support is provided via phone, email, and through an online knowledge base.
Product Advantages: Easy and well-organized tracking of both fixed and consumable assets.
Product Limitations: The pricing model is based on the number of users configured not the amount of data stored or the databases used making it overpriced. The interface can seem a little cluttery and overwhelming.
TimeSolv
TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects, lawyers, and freelancers, helping them manage daily business operations. Users can keep track of all their expenses and increase their revenues by ensuring that every billable minute is input into the system and get paid more quickly. The solution runs smoothly both offline and online. Compatibility with PCs and Macs, iPad and other tablets, iPhones, and Android apps is provided.
The project management module comes with billing functionality that combined with time tracking and auto task-assigning, enables users to track billable hours and budget in real-time. TimeSolv offers a customizable platform for streamlining the financial workflow for seamless and fast payment processes integrated with current and legacy systems. With case management, users can organize and store data as well as utilize auto-filling standard formatted documents with document automation.
The solution offers integration with various third-party software for smooth data transfers. The application’s integration with various credit card payment processing services provides clients with a portal where they can make payments, review transaction history, replenish trust funds, and more. Two-way integration with Quickbooks, Xero, Dropbox, and NetDocuments.
Pricing: Pricing is offered on a monthly subscription basis. There are two pricing plans, Legal ($34.95/user/month) and Pro ($19.95/user/month). A free trial is also available.
USP: With the capability to accurately track time, users can gain critical insights when bidding and making budgets for new projects. TimeSolv also provides better clarity to ongoing projects as it enables users to readily itemize their transactions by task, frequency, client, etc.
Support: Support is extended via phone and email.
Product Advantages: The freedom to access it anytime, anywhere with or without internet availability. Fairly intuitive and easy to learn. Great customer support. Regular painless updates.
Product Limitations: Steep learning curve but that is because of the complex functions of the system. No online reporting functionality.
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