Best Software for 2025 is now live!
Save to My Lists
Claimed
Claimed

Top Rated InvoiceSherpa Alternatives

InvoiceSherpa Reviews & Product Details

InvoiceSherpa Overview

What is InvoiceSherpa?

Get paid faster by automating your accounting processes. InvoiceSherpa's advanced invoice reminder and collection software automatically chases late invoices and integrates quickly with all major accounting software platforms. InvoiceSherpa is packed full of management features to automate your accounts receivable, which speeds up your cash flow cycle so you can improve your bottom line, business performance and customer satisfaction.

InvoiceSherpa Details
Languages Supported
English
Show LessShow More
Product Description

InvoiceSherpa is a platform that automate accounts receivable and help user get paid on time, it offer recurring payments, automatic billing, a customer billing portal, merchant services with both ACH & credit card payments.


Seller Details
Year Founded
2014
HQ Location
Sacramento, US
Twitter
@invoicesherpa
623 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

IS
Overview Provided by:

Recent InvoiceSherpa Reviews

Mia P.
MP
Mia P.Small-Business (50 or fewer emp.)
1.5 out of 5
"Good for small law firms only"
We are a growing law firm, invoicesherpa helps cut some of the manual time of following up with clients for payments.
Harrison P.
HP
Harrison P.Small-Business (50 or fewer emp.)
4.0 out of 5
"Strong software for cash flow"
It's a strong software to collect and record your cash flow. Very effective. Extremely useful technology that will allow the user to better record ...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"InvoiceSherpa"
I like that it is easy to use and access the different aspects of it.
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

InvoiceSherpa Media

InvoiceSherpa Demo - Dashboard
The Home Dashboard's central focus is to provide essential financial insights at a glance, such as average days past due, total outstanding invoice amount, and the number of open invoices. A bar chart categorizes invoices by their days past due, aiding in filtering open invoices based on their pa...
InvoiceSherpa Demo - Invoice Reminders
This article explores essential settings within the Invoice Reminder section, offering comprehensive control over your reminder processes. In the "Messages" section, you can customize email reminders, including options for sending to all customer email addresses or just the primary one, attaching...
InvoiceSherpa Demo - Late Fees
In the Late Fees section, you can create/modify the following: Days Past Due: Specify the number of days after the due date when the late fee should be initiated. Recurring Fee Schedule: Choose whether you want to continue charging a late fee until the invoice is settled. Fee Type: The...
InvoiceSherpa Demo - Settings
The "Platform Settings" tab offers a comprehensive set of tools to enhance your InvoiceSherpa experience. It streamlines invoice management, optimizes payment processing, and simplifies synchronization with your accounting systems, ultimately improving your workflow and efficiency.
Answer a few questions to help the InvoiceSherpa community
Have you used InvoiceSherpa before?
Yes

10 InvoiceSherpa Reviews

3.1 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
10 InvoiceSherpa Reviews
3.1 out of 5
10 InvoiceSherpa Reviews
3.1 out of 5
G2 reviews are authentic and verified.
Mia P.
MP
Executive Assitant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

We are a growing law firm, invoicesherpa helps cut some of the manual time of following up with clients for payments. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

Limited features on InvoiceSherpa, very little support behind the software. It sends manual reminders, and theres not much more to it. We stopped using it last year, so I am unsure if they have improved some features. Also, there a sync with Clio which is good but not for payments which is a pain. Fees needs to be manually recorded with this software so that is a setback. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

Makes some follow up work automated which saves time in the day Review collected by and hosted on G2.com.

Harrison P.
HP
Salesforce Administrator and Digital Marketing Strategist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about InvoiceSherpa?

It's a strong software to collect and record your cash flow. Very effective. Extremely useful technology that will allow the user to better record their own invoices and better track their finances. In today's economy, that is extremely useful considering everyone has been tightening up their expenses. It has helped our company track our expenses and see where our money is going, and where we could potentially cut some costs, which is great. I like how it integrates into our accounting software; we think that is extremely useful. I would rate it a 9/10 for a software like this and would recommend to any of my peers, both personal and professional. I believe we will keep using it in the future too. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

I think the interface could be a little stronger and easier to use.It seems a little out of date, but I think, with the right leadership, they could turn it around very quickly.The customer support seems like it also lacking to some degree. Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

I would definitely give it a shot. I think it's an effective tool to analyze your cash flow and see what areas your business could need improvement on. Very great software. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

We are using InvoiceSherpa to manage our cash flow and see where we could improve our business. Other benefits that we have realized is that we able to cut out some of our excess spending for things that don't appear to extremely useful to us anymore. It has allowed to realize where it is best to spend our resources and our time. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

I like that it is easy to use and access the different aspects of it. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

Sometimes there feels like there are too many options and ways to complete one task Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

It has helped me realize that processing an invoice doesn't need too many steps Review collected by and hosted on G2.com.

Verified User in Media Production
UM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

I love InvoiceSherpa makes my accounting easy and kinda fun to do. As a business owner I know numbers are not always the most fun, but with InvoiceSherpa's sleek look interface I sometimes honestly forget I'm doing something with numbers. I also love how easy it is to use and laid out for anyone on my team to use. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

The pricing seems a bit off. I know that other invoicing software is free/cheaper and I found that only offering a 14-day trial isn't really keeping up with other Softwares. Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

I would use this in business applications between B2B personally. Super easy to use and there is ever a free trail to try it out! Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

I'm solving lots of account problems, but mainly it's my customer relationship that I'm solving. I found it being easier to focus on the work first before the money keeps my clients happy. Review collected by and hosted on G2.com.

NF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

The easy setup and integration with our accounting software is one of the key points, together with the almost real time update of any changes made. We use Xero for many of our entities and integrating InvoiceSherpa has been really straight forward. There is enough customization capabilities, but do not expect a custom made software level of adaptability to your requirements. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

Although you can adapt the branding of the reminders to your own, it goes just up to certain point. We still found trouble with some colors unable to be edited, and made it weird looking together with our branding colors. Would be great to edit all parts of the email reminders directly from the platform. Additionally, sometimes the platform is really slow to load and in many occasions we found that changes we made did not actually impact. It does not have an actually usable history log or follow-up functionality to keep track of the status of each of the accounts. Would be nice to have it included here as well.

Had lots of bugs and glitches at the beginning, but support were very handy in sorting all the situations that we flagged, although not as quick as we would wanted. It was evident that it was a new startup, so we had this consideration. Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

Make sure you make an exhaustive test of the trial version to make sure the product gathers all the functionalities expected. Consider all combinations of possible scenarios. There's nothing better than seeing for yourself in a real-life environment. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

As any business with a fairly "medium" to "big" customer data base, and invoicing on a NET 30 default payment terms, it could be quite challenging to keep track of every reminder to send them to remember due dates, or give a heads up in case they did not pay on time. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

It takes the worry out of manually sending reminders of past due invoices Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

Inviting customers to the portal isn’t as easy as it should be Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

Makes collection easier. You can see when a customers open an email. Super helpful Review collected by and hosted on G2.com.

Mike D.
MD
VP of Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InvoiceSherpa?

Our accounting team was reasonably happy with the functionality. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

After multiple calls and emails, I finally connected live with the CEO (I called him). Decent enough conversation but held firm on the pricing unless we switched payment processing to theirs. He then promised to follow-up without follow-through for options. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

Automated invoices Review collected by and hosted on G2.com.

Mary M.
MM
OFFICE MANAGER
Arts and Crafts
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

ease of payment and viewing your account Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

unable to pay at times because of glitches in the system Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

This is a complicated program and using it requires a lot of single invoice manipulation. It is not the easiest system to use. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

Major increase in payments being on time Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

The templates are professional and it syncs automatically with Xero. Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

The whole system is very buggy and slow. The system has automatically run out clients' credit cards a few times. Usually, you have to file several support tickets and they rarely pick up the phone. It was confusing to setup.

In accounting, you want to be as professional as possible but you will look really dumb in front of your clients after you automatically process their credit cards. Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

Even though they have the lowest price, you'll regret choosing them later on. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

Automated email reminders and recurring automatic billing Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about InvoiceSherpa?

The best part of InvoiceSherpa is the ease of using alongside QBO. Makes invoicing and tracking a breeze! Review collected by and hosted on G2.com.

What do you dislike about InvoiceSherpa?

The automatic emails are not always necessary and may be overload for the client. Review collected by and hosted on G2.com.

Recommendations to others considering InvoiceSherpa:

Great platform to link with Quickbooks. Review collected by and hosted on G2.com.

What problems is InvoiceSherpa solving and how is that benefiting you?

This is streamlining our invoicing system, ensuring nothing is falling through the cracks. Review collected by and hosted on G2.com.