InvoiceSherpa accounting software is your key to automated invoicing and cashflows. With features like invoice automation, payment reminders, and reporting, it empowers businesses to optimize financial processes, enhance efficiency, and drive success. Businesses can centralize all payment transactions in one place. So, revolutionize your business with InvoiceSherpa today!

InvoiceSherpa Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

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What Is InvoiceSherpa?

Overview

InvoiceSherpa, a cloud-based invoicing solution, specializes in automating and optimizing invoice management for businesses, particularly catering to small and medium enterprises. With its user-friendly interface and robust features, the software streamlines payment processes, sends automated reminders, and enhances collections efficiency. It reduces the issues associated with manual invoicing, minimizing administrative burdens and improving cash flow.

InvoiceSherpa Pricing

The software offers two pricing plans, depending on monthly and annual billing.

Its monthly-billed plan offers three packages:

  • Sole Proprietor: $49/month
  • Small Business: $99/month
  • Enterprise: $199/month

The following three packages come with its yearly-billed plan:

  • Sole Proprietor: $41/month
  • Small Business: $83/month
  • Enterprise: $166/month
You can choose an InvoiceSherpa price plan according to your business’s size and needs. A 14-day free trial is also available.

InvoiceSherpa Integrations

InvoiceSherpa seamlessly integrates with a range of third-party applications, such as:

  • Stripe
  • Quickbooks Online
  • Clio
  • Xero
  • ProPay

Who Is InvoiceSherpa For?

The software serves small to mid-sized businesses across various industries. A few of the industries InvoiceSherpa caters to are the following:

  • Legal firms
  • Healthcare
  • Information technology and service
  • Marketing and advertising
  • Sales

InvoiceSherpa is a good fit for any business that needs to make the accounting processes faster and more efficient.

Watch InvoiceSherpa demo to learn more about its functionalities.

Is InvoiceSherpa Right For You?

As a top-tier accounting software in the industry, InvoiceSherpa offers a comprehensive suite of solutions. It helps overcome the invoicing and payment challenges faced by businesses with its automated and integrated payment tools, making it a robust choice for financial management. It is scalable and secure, encrypting all data with regular backups for enhanced security and reliability.

Still unsure if InvoiceSherpa is right for you? Contact us at (661) 384-7070, and our expert team will guide you toward the right decision.

InvoiceSherpa Features

InvoiceSherpa streamlines payment processing by offering seamless integration with multiple payment gateways. This feature ensures that businesses can effortlessly accept payments online, reducing delays and enhancing cash flow. It also facilitates quicker transactions by providing convenience for both businesses and their clients.

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Easily create a centralized hub where clients can access their invoices, payment history, and relevant documents. It enables clients to manage their accounts independently. This all-encompassing tool not only improves client satisfaction by providing easy access to information but also reduces the administrative burden on businesses.

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The software automates personalized payment reminders. Users set flexible schedules, customize message content, and designate recipient preferences. It sends timely reminders to clients based on invoice due dates, reducing late payments. Users maintain professional communication while streamlining accounts receivable management efficiently.

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This feature facilitates seamless transaction processing. Users set up recurring payments, specifying amounts, intervals, and payment methods. It securely processes payments on predetermined dates, reducing manual effort and late payments.

how it worksSee How It Works

Pros and Cons of InvoiceSherpa

Pros

  • Seamless integrations
  • Cheap and easy to set up
  • Customizable

Cons

  • Slight learning curve, as per InvoiceSherpa reviews
  • Reporting services could be improved

InvoiceSherpa Reviews

Overall Rating

4.3

12 Review(s)

Rating Distribution

5

star

(6)

4

star

(4)

3

star

(1)

2

star

(1)

1

star

August 2020

Great tool to manage AR

Shan

Accounting

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Implementing InvoiceSherpa across platforms like QuickBooks and configuring it in the software is very easy. It provides the option to automatically or manually send out statements to customers, which boosts our AR department's capacity to pursue difficult to obtain payments. Moreover, our customers can easily access open invoices through the online portal, reducing communication costs.

Cons

It would be ideal if the pricing package could offer more flexibility to accommodate our fluctuating business needs throughout different seasons. Sometimes, we experience lower transaction volumes, and it would be great if the price could reflect that instead of paying the same amount during our busy season.

April 2019

Invoice Sherpa

Anonymous

Not Specified

Ease of use

4

Value for money

8

Customer Support

7

Functionality

7

Pros

What I find most appealing about Invoice Sherpa is the feature to customize emails according to my preferences, including attachments and schedule them to be sent to specific customers.

Cons

The platform lacks user-friendliness, and one must be cautious as it can unintentionally send out emails on your behalf.

March 2019

A great way to automate billing

Anonymous

Not Specified

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Pros

InvoiceSherpa has made automating billing with automated payments and QuickBooks Online updates extremely easy.

Cons

There were instances where support was lacking since it was solely provided by a single person who was the owner, creator and developer.

Frequently Asked Questions

Yes, InvoiceSherpa offers an API.