Last Updated
Overview
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!
Overall Rating
Based on 12 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
17%
Negative
0%
Starting Price
Custom
InvoiceSherpa Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Tax Management
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
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.
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
Integrated Payments
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.
Customer Portal
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.
Custom Scheduled Reminders Via Email And SMS
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.
Automatic Payments
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.
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
Total 12 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars33%
3
Stars8%
2
Stars8%
1
Stars0%
Share your experience
Accounting, 11-50 employees
Less than 6 months
“Great tool to manage AR”
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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Not Specified, 11-50 employees
Less than a year
“Invoice Sherpa”
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.
Rating Distribution
Ease of use
4
Value for money
8
Customer Support
7
Functionality
7
Not Specified, 1-10 employees
Less than a year
“A great way to automate billing”
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.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does InvoiceSherpa offer an API?
Yes, InvoiceSherpa offers an API.
What language does InvoiceSherpa support?
InvoiceSherpa supports the English language.
What other apps does InvoiceSherpa integrate with?
InvoiceSherpa integrates with Quickbooks Online, Stripe, Clio, Xero, authorize.net, LawPay, etc.
Does InvoiceSherpa support mobile devices?
No, InvoiceSherpa does not support mobile devices.
What types of pricing plans does InvoiceSherpa offer?
The cost of InvoiceSherpa varies depending on whether it is billed monthly or annually. The starting price for annually billed is $41/month. Get a detailed guide on InvoiceSherpa pricing plans.
Who are the typical users of InvoiceSherpa?
The typical users of InvoiceSherpa are legal firms, marketing and advertising, information technology and services, healthcare, and sales industries.
What level of support does InvoiceSherpa offer?
InvoiceSherpa offers FAQs, email, and live chat support.