Best Software for 2025 is now live!

Best Billing Software for for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Billing category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Billing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Billing category.

In addition to qualifying for inclusion in the Billing Software category, to qualify for inclusion in the Small Business Billing Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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77 Listings in Small Business Billing Available

(3,680)4.0 out of 5
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    As the world's #1 cloud ERP solution for more than 20 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on fina

    Users
    • Controller
    • Accounting Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 32% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • NetSuite is a program that integrates third-party software and provides features for accounts payable management and lease accounting, among others.
    • Reviewers appreciate the user-friendly aspects of NetSuite, its adaptability to company needs, the short learning curve, and the robust project management module and custom reports it offers.
    • Users reported issues with the outdated dashboard, slow turnaround time on enhancements, technical complexity, and the costliness of the program, especially when additional features fail to implement properly.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • NetSuite Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    641
    Customizability
    343
    Customization
    313
    Functionality
    311
    Features
    309
    Cons
    Learning Curve
    336
    Missing Features
    235
    Learning Difficulty
    219
    Improvement Needed
    218
    Limited Customization
    211
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • NetSuite features and usability ratings that predict user satisfaction
    7.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.1
    Accounting
    Average: 8.7
    7.8
    Payments
    Average: 8.7
    7.5
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Company Website
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,139 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199,405 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

As the world's #1 cloud ERP solution for more than 20 years, NetSuite has helped businesses gain the visibility, control, and agility to build and grow a successful business. First focused on fina

Users
  • Controller
  • Accounting Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 32% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • NetSuite is a program that integrates third-party software and provides features for accounts payable management and lease accounting, among others.
  • Reviewers appreciate the user-friendly aspects of NetSuite, its adaptability to company needs, the short learning curve, and the robust project management module and custom reports it offers.
  • Users reported issues with the outdated dashboard, slow turnaround time on enhancements, technical complexity, and the costliness of the program, especially when additional features fail to implement properly.
NetSuite Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
641
Customizability
343
Customization
313
Functionality
311
Features
309
Cons
Learning Curve
336
Missing Features
235
Learning Difficulty
219
Improvement Needed
218
Limited Customization
211
NetSuite features and usability ratings that predict user satisfaction
7.4
Has the product been a good partner in doing business?
Average: 8.9
8.1
Accounting
Average: 8.7
7.8
Payments
Average: 8.7
7.5
Management
Average: 8.8
Seller Details
Seller
Oracle
Company Website
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,139 Twitter followers
LinkedIn® Page
www.linkedin.com
199,405 employees on LinkedIn®
(887)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Billing software
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90% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FreshBooks is an online accounting and invoicing platform that saves you time, automates your admin, and keeps your books organized and your business looking professional. FreshBooks believes financia

    Users
    • Owner
    • Founder
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 86% Small-Business
    • 9% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • FreshBooks is a financial management software that offers features such as invoicing, time tracking, and expense tracking.
    • Reviewers frequently mention the ease of use, the clean and intuitive interface, the efficient invoicing and time tracking capabilities, and the excellent customer support as key benefits of using FreshBooks.
    • Users experienced issues such as difficulty in issuing refunds, long waiting times for payments, lack of native cashflow statement, and limitations in customization and reporting features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FreshBooks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    204
    Customer Support
    111
    Invoicing
    103
    Helpful
    89
    Invoice Management
    84
    Cons
    Missing Features
    60
    Expensive
    36
    Pricing Issues
    35
    Invoicing Issues
    34
    Payment Issues
    34
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FreshBooks features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.9
    7.9
    Accounting
    Average: 8.7
    8.4
    Payments
    Average: 8.7
    8.3
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2003
    HQ Location
    Toronto
    Twitter
    @freshbooks
    28,901 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    489 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FreshBooks is an online accounting and invoicing platform that saves you time, automates your admin, and keeps your books organized and your business looking professional. FreshBooks believes financia

Users
  • Owner
  • Founder
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 86% Small-Business
  • 9% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • FreshBooks is a financial management software that offers features such as invoicing, time tracking, and expense tracking.
  • Reviewers frequently mention the ease of use, the clean and intuitive interface, the efficient invoicing and time tracking capabilities, and the excellent customer support as key benefits of using FreshBooks.
  • Users experienced issues such as difficulty in issuing refunds, long waiting times for payments, lack of native cashflow statement, and limitations in customization and reporting features.
FreshBooks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
204
Customer Support
111
Invoicing
103
Helpful
89
Invoice Management
84
Cons
Missing Features
60
Expensive
36
Pricing Issues
35
Invoicing Issues
34
Payment Issues
34
FreshBooks features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.9
7.9
Accounting
Average: 8.7
8.4
Payments
Average: 8.7
8.3
Management
Average: 8.8
Seller Details
Company Website
Year Founded
2003
HQ Location
Toronto
Twitter
@freshbooks
28,901 Twitter followers
LinkedIn® Page
www.linkedin.com
489 employees on LinkedIn®

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(1,210)4.4 out of 5
Optimized for quick response
8th Easiest To Use in Billing software
View top Consulting Services for BILL AP/AR
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20% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integ

    Users
    • Accountant
    • Controller
    Industries
    • Accounting
    • Non-Profit Organization Management
    Market Segment
    • 64% Small-Business
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Bill.com is a software platform designed to simplify bill processing and automation, reducing human error and improving cash flow management.
    • Reviewers appreciate the platform's user-friendly interface, its ability to easily integrate with other software, and the quick, accurate responses from customer support.
    • Reviewers noted issues with the software's quality, user interface, and customer support system, as well as limitations in its reporting tools and difficulties with its multi-currency payment process.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BILL AP/AR Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    413
    Easy Payments
    221
    Invoicing
    171
    Payment Processing
    163
    Time-saving
    137
    Cons
    Invoicing Problems
    99
    Technical Issues
    95
    Payment Issues
    84
    Vendor Management
    78
    Missing Features
    75
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BILL AP/AR features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Accounting
    Average: 8.7
    8.8
    Payments
    Average: 8.7
    8.5
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    San Jose, CA
    Twitter
    @billcom
    17,471 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,137 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integ

Users
  • Accountant
  • Controller
Industries
  • Accounting
  • Non-Profit Organization Management
Market Segment
  • 64% Small-Business
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Bill.com is a software platform designed to simplify bill processing and automation, reducing human error and improving cash flow management.
  • Reviewers appreciate the platform's user-friendly interface, its ability to easily integrate with other software, and the quick, accurate responses from customer support.
  • Reviewers noted issues with the software's quality, user interface, and customer support system, as well as limitations in its reporting tools and difficulties with its multi-currency payment process.
BILL AP/AR Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
413
Easy Payments
221
Invoicing
171
Payment Processing
163
Time-saving
137
Cons
Invoicing Problems
99
Technical Issues
95
Payment Issues
84
Vendor Management
78
Missing Features
75
BILL AP/AR features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
8.8
Accounting
Average: 8.7
8.8
Payments
Average: 8.7
8.5
Management
Average: 8.8
Seller Details
Company Website
Year Founded
2006
HQ Location
San Jose, CA
Twitter
@billcom
17,471 Twitter followers
LinkedIn® Page
www.linkedin.com
3,137 employees on LinkedIn®
By Zoho
(354)4.7 out of 5
3rd Easiest To Use in Billing software
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Entry Level Price:$0 100% free. Forever.
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, tim

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 76% Small-Business
    • 8% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho is an invoicing software that allows users to customize invoices and create relevant categories.
    • Reviewers like the complete control over invoices, the ability to add custom fields, and the fact that the software is free.
    • Users reported issues with the app's security measures being too complex, the lack of a proper search function, and difficulties in customizing and grouping clients.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho Invoice Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    18
    Invoicing
    14
    Invoicing Ease
    14
    Customization
    7
    Simple
    7
    Cons
    Difficult Customization
    5
    Missing Features
    4
    Insufficient Details
    2
    Billing Issues
    1
    Data Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho Invoice features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Accounting
    Average: 8.7
    8.9
    Payments
    Average: 8.7
    9.2
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    102,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, tim

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 76% Small-Business
  • 8% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho is an invoicing software that allows users to customize invoices and create relevant categories.
  • Reviewers like the complete control over invoices, the ability to add custom fields, and the fact that the software is free.
  • Users reported issues with the app's security measures being too complex, the lack of a proper search function, and difficulties in customizing and grouping clients.
Zoho Invoice Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
18
Invoicing
14
Invoicing Ease
14
Customization
7
Simple
7
Cons
Difficult Customization
5
Missing Features
4
Insufficient Details
2
Billing Issues
1
Data Management
1
Zoho Invoice features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
8.8
Accounting
Average: 8.7
8.9
Payments
Average: 8.7
9.2
Management
Average: 8.8
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Phone
+1 (888) 900-9646
(1,461)4.5 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-m

    Users
    • Office Manager
    • President
    Industries
    • Accounting
    • Architecture & Planning
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • BigTime is a project management and time tracking software that integrates with accounting systems for efficient invoicing and financial reporting.
    • Reviewers appreciate BigTime's ability to consolidate project management, time tracking, and invoicing into a single platform, as well as its seamless integration with accounting software like QuickBooks.
    • Reviewers mentioned that BigTime's user interface can be overwhelming and confusing to navigate, especially for new users, and its task management system can be rigid and inflexible.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BigTime Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    136
    Customer Support
    104
    Time Tracking
    77
    Helpful
    67
    Invoicing
    63
    Cons
    Learning Curve
    41
    Missing Features
    36
    Limited Features
    34
    Software Bugs
    33
    Not Intuitive
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BigTime features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.9
    8.2
    Accounting
    Average: 8.7
    7.7
    Payments
    Average: 8.7
    8.2
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BigTime
    Company Website
    Year Founded
    2002
    HQ Location
    Chicago, IL
    Twitter
    @BigTimeSoftware
    2,807 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    173 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-m

Users
  • Office Manager
  • President
Industries
  • Accounting
  • Architecture & Planning
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • BigTime is a project management and time tracking software that integrates with accounting systems for efficient invoicing and financial reporting.
  • Reviewers appreciate BigTime's ability to consolidate project management, time tracking, and invoicing into a single platform, as well as its seamless integration with accounting software like QuickBooks.
  • Reviewers mentioned that BigTime's user interface can be overwhelming and confusing to navigate, especially for new users, and its task management system can be rigid and inflexible.
BigTime Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
136
Customer Support
104
Time Tracking
77
Helpful
67
Invoicing
63
Cons
Learning Curve
41
Missing Features
36
Limited Features
34
Software Bugs
33
Not Intuitive
28
BigTime features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.9
8.2
Accounting
Average: 8.7
7.7
Payments
Average: 8.7
8.2
Management
Average: 8.8
Seller Details
Seller
BigTime
Company Website
Year Founded
2002
HQ Location
Chicago, IL
Twitter
@BigTimeSoftware
2,807 Twitter followers
LinkedIn® Page
www.linkedin.com
173 employees on LinkedIn®
By Xero
(718)4.3 out of 5
9th Easiest To Use in Billing software
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75% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive eco

    Users
    • Director
    • CEO
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 77% Small-Business
    • 18% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Xero is a cloud-based accounting software that helps businesses manage their finances, including features such as payroll, inventory management, and integration capabilities.
    • Reviewers like the user-friendly interface, the ease of reconciling accounts, the simplicity of creating and tracking purchase orders, and the seamless integration with other platforms and banks.
    • Reviewers experienced issues with the high cost, outdated user interface, limitations in report customization, complexity in understanding the coding, slow customer support response, and limited number of saved email templates.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Xero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    121
    Reporting
    40
    Accounting Ease
    35
    Easy Integrations
    35
    Integrations
    34
    Cons
    Missing Features
    49
    Accounting Limitations
    35
    Expensive
    23
    Poor Customer Support
    23
    Pricing Issues
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Xero features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.7
    Accounting
    Average: 8.7
    8.4
    Payments
    Average: 8.7
    8.1
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Xero
    Company Website
    Year Founded
    2006
    HQ Location
    Wellington
    Twitter
    @Xero
    78,800 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,757 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive eco

Users
  • Director
  • CEO
Industries
  • Accounting
  • Computer Software
Market Segment
  • 77% Small-Business
  • 18% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Xero is a cloud-based accounting software that helps businesses manage their finances, including features such as payroll, inventory management, and integration capabilities.
  • Reviewers like the user-friendly interface, the ease of reconciling accounts, the simplicity of creating and tracking purchase orders, and the seamless integration with other platforms and banks.
  • Reviewers experienced issues with the high cost, outdated user interface, limitations in report customization, complexity in understanding the coding, slow customer support response, and limited number of saved email templates.
Xero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
121
Reporting
40
Accounting Ease
35
Easy Integrations
35
Integrations
34
Cons
Missing Features
49
Accounting Limitations
35
Expensive
23
Poor Customer Support
23
Pricing Issues
20
Xero features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.9
8.7
Accounting
Average: 8.7
8.4
Payments
Average: 8.7
8.1
Management
Average: 8.8
Seller Details
Seller
Xero
Company Website
Year Founded
2006
HQ Location
Wellington
Twitter
@Xero
78,800 Twitter followers
LinkedIn® Page
www.linkedin.com
5,757 employees on LinkedIn®
By Zoho
(295)4.4 out of 5
5th Easiest To Use in Billing software
View top Consulting Services for Zoho Books
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Entry Level Price:$0 For businesses with...
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently tra

    Users
    • Owner
    • Account Executive
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 20% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho Books Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    79
    Accounting Management
    30
    Invoicing
    29
    User Interface
    29
    Invoice Management
    25
    Cons
    Missing Features
    17
    Poor Customer Support
    17
    Limited Customization
    16
    Data Management
    14
    Difficult Customization
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho Books features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Accounting
    Average: 8.7
    8.9
    Payments
    Average: 8.7
    8.7
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    102,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho Books is a robust accounting platform designed for growing businesses, offering a comprehensive suite of features to streamline your financial management. With Zoho Books, you can efficiently tra

Users
  • Owner
  • Account Executive
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 20% Mid-Market
Zoho Books Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
79
Accounting Management
30
Invoicing
29
User Interface
29
Invoice Management
25
Cons
Missing Features
17
Poor Customer Support
17
Limited Customization
16
Data Management
14
Difficult Customization
10
Zoho Books features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
8.9
Accounting
Average: 8.7
8.9
Payments
Average: 8.7
8.7
Management
Average: 8.8
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Phone
+1 (888) 900-9646
(125)4.4 out of 5
View top Consulting Services for Stripe Billing
Save to My Lists
Entry Level Price:2.9% + 30¢ per success...
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stripe Billing is a fast and flexible way to bill customers. Offer recurring payments globally and capture more revenue with Stripe’s recovery tools. Choose how you monetize, with support for tiered

    Users
    • Founder
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 78% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Stripe Billing Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Easy Integrations
    14
    Integrations
    13
    Payment Processing
    13
    Easy Setup
    11
    Cons
    Expensive
    7
    Payment Issues
    7
    Access Limitations
    6
    Billing Issues
    5
    High Fees
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Stripe Billing features and usability ratings that predict user satisfaction
    8.2
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Accounting
    Average: 8.7
    8.9
    Payments
    Average: 8.7
    9.0
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Stripe
    Company Website
    Year Founded
    2010
    HQ Location
    San Francisco, CA
    Twitter
    @stripe
    249,054 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10,671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stripe Billing is a fast and flexible way to bill customers. Offer recurring payments globally and capture more revenue with Stripe’s recovery tools. Choose how you monetize, with support for tiered

Users
  • Founder
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 78% Small-Business
  • 17% Mid-Market
Stripe Billing Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Easy Integrations
14
Integrations
13
Payment Processing
13
Easy Setup
11
Cons
Expensive
7
Payment Issues
7
Access Limitations
6
Billing Issues
5
High Fees
4
Stripe Billing features and usability ratings that predict user satisfaction
8.2
Has the product been a good partner in doing business?
Average: 8.9
8.9
Accounting
Average: 8.7
8.9
Payments
Average: 8.7
9.0
Management
Average: 8.8
Seller Details
Seller
Stripe
Company Website
Year Founded
2010
HQ Location
San Francisco, CA
Twitter
@stripe
249,054 Twitter followers
LinkedIn® Page
www.linkedin.com
10,671 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Users
    No information available
    Industries
    No information available
    Market Segment
    • 87% Small-Business
    • 7% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Wave Invoicing features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.9
    9.7
    Accounting
    Average: 8.7
    9.3
    Payments
    Average: 8.7
    8.7
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    H&R Block
    Year Founded
    1955
    HQ Location
    Kansas City, MO
    Twitter
    @HRBlock
    38,070 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16,010 employees on LinkedIn®
    Ownership
    HRB
Users
No information available
Industries
No information available
Market Segment
  • 87% Small-Business
  • 7% Enterprise
Wave Invoicing features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.9
9.7
Accounting
Average: 8.7
9.3
Payments
Average: 8.7
8.7
Management
Average: 8.8
Seller Details
Seller
H&R Block
Year Founded
1955
HQ Location
Kansas City, MO
Twitter
@HRBlock
38,070 Twitter followers
LinkedIn® Page
www.linkedin.com
16,010 employees on LinkedIn®
Ownership
HRB
(1,723)4.3 out of 5
View top Consulting Services for QuickBooks Desktop Pro
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Entry Level Price:$499.95
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    QuickBooks helps you organize your business finances all in one place so you can complete your frequent tasks in fewer steps. Easily get set up, learn and use. No accounting knowledge is necessary and

    Users
    • Owner
    • Office Manager
    Industries
    • Accounting
    • Construction
    Market Segment
    • 81% Small-Business
    • 15% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Quickbooks Desktop Pro is a software that provides a range of tools for financial statements, automation, and collaboration in the cloud.
    • Users frequently mention the software's user-friendly interface, its integration with banks, the ease of revising account numbers, and the ability to manage and control bookkeeping information.
    • Users mentioned challenges for non-accountants, too many paid add-ins, inconsistent service from the team, outdated features, limited number of users, and forced yearly renewals with price increases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • QuickBooks Desktop Pro Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Automation
    6
    Accounting Management
    5
    QuickBooks Integration
    5
    Easy Integrations
    4
    Cons
    High Fees
    5
    Limited Features
    5
    Data Management
    4
    Expensive
    4
    Missing Features
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • QuickBooks Desktop Pro features and usability ratings that predict user satisfaction
    8.2
    Has the product been a good partner in doing business?
    Average: 8.9
    9.0
    Accounting
    Average: 8.7
    9.1
    Payments
    Average: 8.7
    9.2
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Intuit
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    81,069 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,244 employees on LinkedIn®
    Ownership
    VIE:INTU
Product Description
How are these determined?Information
This description is provided by the seller.

QuickBooks helps you organize your business finances all in one place so you can complete your frequent tasks in fewer steps. Easily get set up, learn and use. No accounting knowledge is necessary and

Users
  • Owner
  • Office Manager
Industries
  • Accounting
  • Construction
Market Segment
  • 81% Small-Business
  • 15% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Quickbooks Desktop Pro is a software that provides a range of tools for financial statements, automation, and collaboration in the cloud.
  • Users frequently mention the software's user-friendly interface, its integration with banks, the ease of revising account numbers, and the ability to manage and control bookkeeping information.
  • Users mentioned challenges for non-accountants, too many paid add-ins, inconsistent service from the team, outdated features, limited number of users, and forced yearly renewals with price increases.
QuickBooks Desktop Pro Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Automation
6
Accounting Management
5
QuickBooks Integration
5
Easy Integrations
4
Cons
High Fees
5
Limited Features
5
Data Management
4
Expensive
4
Missing Features
4
QuickBooks Desktop Pro features and usability ratings that predict user satisfaction
8.2
Has the product been a good partner in doing business?
Average: 8.9
9.0
Accounting
Average: 8.7
9.1
Payments
Average: 8.7
9.2
Management
Average: 8.8
Seller Details
Seller
Intuit
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
81,069 Twitter followers
LinkedIn® Page
www.linkedin.com
17,244 employees on LinkedIn®
Ownership
VIE:INTU
(1,392)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Billing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stampli is the only procure-to-pay solution that connects every dot from request to reconciliation. Our comprehensive platform transforms disjointed procurement and accounts payable processes into one

    Users
    • Controller
    • Accounting Manager
    Industries
    • Accounting
    • Construction
    Market Segment
    • 61% Mid-Market
    • 31% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Stampli is a software tool designed to streamline accounts payable processes, enhance operational efficiency, and reduce manual errors through automation and user-friendly design.
    • Reviewers appreciate the software's ease of use, the efficiency of its AI feature, Billy the Bot, in auto-filling invoice data, and the quick, helpful responses from the customer support team.
    • Users reported issues with the software's limited customization capabilities, occasional difficulties with changing saved data, and the time-consuming nature of certain processes such as data export and payment processing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Stampli Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    530
    Customer Support
    256
    Invoicing
    227
    Helpful
    225
    Intuitive
    209
    Cons
    Invoice Issues
    143
    Technical Issues
    119
    Missing Features
    113
    Approval Issues
    98
    Approval Process Issues
    86
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Stampli features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.9
    9.0
    Accounting
    Average: 8.7
    8.9
    Payments
    Average: 8.7
    9.0
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Stampli
    Company Website
    Year Founded
    2014
    HQ Location
    Mountain View, California
    Twitter
    @stampli
    9,354 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    301 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stampli is the only procure-to-pay solution that connects every dot from request to reconciliation. Our comprehensive platform transforms disjointed procurement and accounts payable processes into one

Users
  • Controller
  • Accounting Manager
Industries
  • Accounting
  • Construction
Market Segment
  • 61% Mid-Market
  • 31% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Stampli is a software tool designed to streamline accounts payable processes, enhance operational efficiency, and reduce manual errors through automation and user-friendly design.
  • Reviewers appreciate the software's ease of use, the efficiency of its AI feature, Billy the Bot, in auto-filling invoice data, and the quick, helpful responses from the customer support team.
  • Users reported issues with the software's limited customization capabilities, occasional difficulties with changing saved data, and the time-consuming nature of certain processes such as data export and payment processing.
Stampli Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
530
Customer Support
256
Invoicing
227
Helpful
225
Intuitive
209
Cons
Invoice Issues
143
Technical Issues
119
Missing Features
113
Approval Issues
98
Approval Process Issues
86
Stampli features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.9
9.0
Accounting
Average: 8.7
8.9
Payments
Average: 8.7
9.0
Management
Average: 8.8
Seller Details
Seller
Stampli
Company Website
Year Founded
2014
HQ Location
Mountain View, California
Twitter
@stampli
9,354 Twitter followers
LinkedIn® Page
www.linkedin.com
301 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PayPal Invoicing makes it fast and simple to create and send professional, customizable invoices to your clients, even if they don’t have a PayPal account. Easily set up recurring invoices, send payme

    Users
    No information available
    Industries
    • Apparel & Fashion
    • Retail
    Market Segment
    • 78% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PayPal Invoicing Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Invoicing
    6
    Invoicing Ease
    6
    User Interface
    3
    Simple
    2
    Cons
    Expensive
    3
    Payment Issues
    3
    Poor Customer Support
    2
    Account Setup Difficulty
    1
    Approval Process Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PayPal Invoicing features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.1
    Accounting
    Average: 8.7
    8.2
    Payments
    Average: 8.7
    8.3
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PayPal
    Year Founded
    1998
    HQ Location
    San Jose, CA
    Twitter
    @PayPal
    1,085,248 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    32,026 employees on LinkedIn®
    Ownership
    PYPL
Product Description
How are these determined?Information
This description is provided by the seller.

PayPal Invoicing makes it fast and simple to create and send professional, customizable invoices to your clients, even if they don’t have a PayPal account. Easily set up recurring invoices, send payme

Users
No information available
Industries
  • Apparel & Fashion
  • Retail
Market Segment
  • 78% Small-Business
  • 19% Mid-Market
PayPal Invoicing Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Invoicing
6
Invoicing Ease
6
User Interface
3
Simple
2
Cons
Expensive
3
Payment Issues
3
Poor Customer Support
2
Account Setup Difficulty
1
Approval Process Issues
1
PayPal Invoicing features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
8.1
Accounting
Average: 8.7
8.2
Payments
Average: 8.7
8.3
Management
Average: 8.8
Seller Details
Seller
PayPal
Year Founded
1998
HQ Location
San Jose, CA
Twitter
@PayPal
1,085,248 Twitter followers
LinkedIn® Page
www.linkedin.com
32,026 employees on LinkedIn®
Ownership
PYPL
(176)4.5 out of 5
14th Easiest To Use in Billing software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Core Features: - Invoices - Pr

    Users
    • Owner
    • Photographer
    Industries
    • Photography
    • Events Services
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • HoneyBook Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Payment Management
    22
    Invoicing
    18
    Customization
    15
    Organization
    15
    Cons
    Missing Features
    19
    Payment Issues
    10
    Difficult Customization
    9
    Limited Customization
    8
    Expensive
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HoneyBook features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.5
    Accounting
    Average: 8.7
    8.6
    Payments
    Average: 8.7
    9.2
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HoneyBook
    Company Website
    Year Founded
    2013
    HQ Location
    San Francisco, CA
    Twitter
    @honeybook
    4,482 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    319 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Core Features: - Invoices - Pr

Users
  • Owner
  • Photographer
Industries
  • Photography
  • Events Services
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
HoneyBook Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Payment Management
22
Invoicing
18
Customization
15
Organization
15
Cons
Missing Features
19
Payment Issues
10
Difficult Customization
9
Limited Customization
8
Expensive
7
HoneyBook features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.9
8.5
Accounting
Average: 8.7
8.6
Payments
Average: 8.7
9.2
Management
Average: 8.8
Seller Details
Seller
HoneyBook
Company Website
Year Founded
2013
HQ Location
San Francisco, CA
Twitter
@honeybook
4,482 Twitter followers
LinkedIn® Page
www.linkedin.com
319 employees on LinkedIn®
(74)4.6 out of 5
13th Easiest To Use in Billing software
Save to My Lists
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vcita is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

    Users
    No information available
    Industries
    • Accounting
    • Alternative Medicine
    Market Segment
    • 89% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • vcita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Automation Efficiency
    6
    Automation
    5
    Automation Features
    5
    Automations
    5
    Cons
    Expensive
    2
    Inefficient
    2
    Integration Issues
    2
    Manual Deletion
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • vcita features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.9
    8.7
    Accounting
    Average: 8.7
    9.3
    Payments
    Average: 8.7
    9.5
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    Bellevue, WA
    Twitter
    @vCita
    1,789 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    186 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

Users
No information available
Industries
  • Accounting
  • Alternative Medicine
Market Segment
  • 89% Small-Business
  • 9% Mid-Market
vcita Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Automation Efficiency
6
Automation
5
Automation Features
5
Automations
5
Cons
Expensive
2
Inefficient
2
Integration Issues
2
Manual Deletion
2
Missing Features
2
vcita features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.9
8.7
Accounting
Average: 8.7
9.3
Payments
Average: 8.7
9.5
Management
Average: 8.8
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
Bellevue, WA
Twitter
@vCita
1,789 Twitter followers
LinkedIn® Page
www.linkedin.com
186 employees on LinkedIn®
(214)4.8 out of 5
6th Easiest To Use in Billing software
View top Consulting Services for Copilot
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 95% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Copilot is a client communication and management tool that provides a centralized portal for all client interactions, including document organization, task management, and direct communication.
    • Users like the user-friendly interface, easy navigation, and the ability to consolidate client information and tasks in one place, which improves transparency and streamlines workflows.
    • Reviewers noted some limitations in customization, a lack of certain features, and issues with integrating certain external apps, as well as a desire for more payment options and better functionality in certain areas.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Copilot Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Customer Support
    52
    Easy Setup
    49
    Integrations
    48
    Features
    45
    Cons
    Missing Features
    63
    Limited Features
    40
    Limited Customization
    26
    Lacking Features
    25
    Integration Issues
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Copilot features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.1
    Accounting
    Average: 8.7
    8.6
    Payments
    Average: 8.7
    8.6
    Management
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Copilot
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    2,331 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 95% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Copilot is a client communication and management tool that provides a centralized portal for all client interactions, including document organization, task management, and direct communication.
  • Users like the user-friendly interface, easy navigation, and the ability to consolidate client information and tasks in one place, which improves transparency and streamlines workflows.
  • Reviewers noted some limitations in customization, a lack of certain features, and issues with integrating certain external apps, as well as a desire for more payment options and better functionality in certain areas.
Copilot Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Customer Support
52
Easy Setup
49
Integrations
48
Features
45
Cons
Missing Features
63
Limited Features
40
Limited Customization
26
Lacking Features
25
Integration Issues
20
Copilot features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
8.1
Accounting
Average: 8.7
8.6
Payments
Average: 8.7
8.6
Management
Average: 8.8
Seller Details
Seller
Copilot
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
2,331 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®