Biller Genie Features

Biller Genie

Automated. Integrated. Simplified.

4.87/5 (23 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Aging Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Cash Management
Check Processing
Check Writing
Client Management
Client Portal
Collections Management
Configurable Workflow
Contact Database
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer Statements
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Debit/Credit Card Processing
Deferred Billing
Document Management
Document Storage
Due Date Tracking
Dunning Management
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Templates
Expense Tracking
Financial Reporting
For Accountants
For CPA Firms
Fraud Detection
General Ledger
Graphical Workflow Editor
In-Person Payments
Inventory Management
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Messaging
Mobile Access
Mobile Payments
Multi-Period Recurring Billing
Multiple Payment Options
Nonprofits
Online Invoicing
Online Payments
Order Management
PCI Compliance
Partial Payments
Payment Processing
Payment Processing Services Integration
Point of Sale (POS)
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Real-time Updates
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Reporting/Analytics
Revenue Management
Revenue Recognition
Sales Reports
Search/Filter
Secure Data Storage
Self Service Portal
Staff Management
Status Tracking
Task Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vendor Management
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Aging Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Cash Management
Check Processing
Check Writing
Client Management
Client Portal
Collections Management
Configurable Workflow
Contact Database
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer Statements
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Debit/Credit Card Processing
Deferred Billing
Document Management
Document Storage
Due Date Tracking
Dunning Management
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Templates
Expense Tracking
Financial Reporting
For Accountants
For CPA Firms
Fraud Detection
General Ledger
Graphical Workflow Editor
In-Person Payments
Inventory Management
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Messaging
Mobile Access
Mobile Payments
Multi-Period Recurring Billing
Multiple Payment Options
Nonprofits
Online Invoicing
Online Payments
Order Management
PCI Compliance
Partial Payments
Payment Processing
Payment Processing Services Integration
Point of Sale (POS)
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Real-time Updates
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Reporting/Analytics
Revenue Management
Revenue Recognition
Sales Reports
Search/Filter
Secure Data Storage
Self Service Portal
Staff Management
Status Tracking
Task Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vendor Management
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Aging Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Automatic Billing
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Cash Management
Check Processing
Check Writing
Client Management
Client Portal
Collections Management
Configurable Workflow
Contact Database
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer Statements
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Debit/Credit Card Processing
Deferred Billing
Document Management
Document Storage
Due Date Tracking
Dunning Management
Duplicate Payment Alert
Electronic Payments
Electronic Signature
Email Invitations & Reminders
Email Management
Email Templates
Expense Tracking
Financial Reporting
For Accountants
For CPA Firms
Fraud Detection
General Ledger
Graphical Workflow Editor
In-Person Payments
Inventory Management
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Messaging
Mobile Access
Mobile Payments
Multi-Period Recurring Billing
Multiple Payment Options
Nonprofits
Online Invoicing
Online Payments
Order Management
PCI Compliance
Partial Payments
Payment Processing
Payment Processing Services Integration
Point of Sale (POS)
Progress Tracking
Project Billing
QuickBooks Integration
Real Time Data
Real-time Updates
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Refund Management
Reminders
Reporting & Statistics
Reporting/Analytics
Revenue Management
Revenue Recognition
Sales Reports
Search/Filter
Secure Data Storage
Self Service Portal
Staff Management
Status Tracking
Task Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vendor Management
Workflow Configuration
Workflow Management
Visit WebsiteCompare App

Biller Genie Feature Reviews

20 reviewers had the following to say about Biller Genie's features:

Jeff K.

very easy to set up and send out an invoice.

2018-06-04

Pros

being able to quickly send a invoice and take payment with a credit card.

Cons

Like to have Integration to pos or erp software in the future .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Evan S.

So easy to use! A few clicks and I was instantly making money. Love This!

2018-06-05

Simple interface to collect payment from monthly clients.

Pros

Covers all the essentials of billing invoicing.

Cons

Looking forward to a Biller Genie smart phone app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carleen L.

Great for automating accounts receivable

2018-12-14

As a small business owner, using Biller Genie has allowed me to automate the accounts receivable process.

Pros

The best Biller Genie features are the intergrations with QuickBooks, the automated billing reminders, and the low cost merchant processing fees.

Cons

The connection with QuickBooks will occasionally drop and you have to reconnect, but it only takes a minute to do so.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, myself only employees)

Not a good fit for the very small business

2019-12-12

The minimum processing fee per month excludes businesses like me that do not consistently invoice enough to meet the minimum.

Pros

It offers a lot of features, the visual interface isn't the prettiest but it's easy to understand.

Cons

Room for improvement on billing features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Rory H.

Biller Genie is simple, super-efficient, highly recommend it.

2018-12-11

I highly recommend it to any company who's looking to streamline payment processes.

Pros

This software is simple, easy-to-use and saves us so much time and expense collecting payments. The whole process is seamless and I'm able to integrate right into my Quickbooks.

Cons

There is really nothing that I can think of that I don't like about Biller Genie.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan M.

Simple Great Tool

2019-07-29

Pros

- auto reminders - simple payment setup - easy to use

Cons

- unable to create invoices on biller genie to send to quickbooks

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason N.

Really nice Interface and Functionality for Invoicing

2019-08-29

Generally feel like this has simplified invoicing for the team.

Pros

But the functionality for automating invoices is the best part.

Cons

The software takes a bit of time to learn and implement if you were using a different solution.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mat H.

Incredible product!

2018-11-15

In the past, I would have to constantly be chasing down customers for their overdue invoices. Now, with CSR, I am able to focus on what I like to do...meet with customers and sell business...and the collections and billing are all automated.

Pros

It has saved so much time and expense in trying to get customers to pay.

Cons

There was nothing I did not like about Biller Genie.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

Amazing Software!

2018-12-06

My experience with Biller Genie has been incredible.

Pros

Biller Genie has given my clients back the time they need to grow and enjoy their businesses.

Cons

I honestly can't think of a single thing I do not like about Biller Genie.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry S.

Top notch

2020-09-02

Love it.

Pros

Invoicing is occasionally slow, especially during crunch time and following up on delinquents is sporadic. Biller Genie automates so much of the process that after just a short time, cash is flowing much (MUCH!)

Cons

Most things are pretty intuitive but a few features are hidden in places only a programmer would think to look.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan N.

review

2018-10-30

We do not want a long payment process at our front desk area.

Pros

Quick access to important data. Excellent customer support and training.

Cons

Would love to have a chip card reader.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony I.

Easy to use, streamlined, and efficient!

2019-10-16

Pros

Automated invoices and reminders have helped me save time and get paid faster and more consistently.

Cons

I honestly can't think of any. Biller Genie has streamlined my receivables process more than I could've imagined.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer S.

Growing CPA office flourishing thanks to BillerGenie!

2019-01-11

Awesome. Easy. Seamless.

Pros

So many Pro's: easy to use, automatically sends reminders tailored to my business, options to include late fees, I don't have to enter in a client's credit card, automatically updates invoices in QuickBooks and the list goes on and on.

Cons

Only con is I use the desktop version on my cloud. I have to login to the cloud in order to have the BillerGenie software talk to my QuickBooks software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shawn K.

A must-have for small business IT MSP's

2019-06-21

Pros

This enhanced billing system literally took my Accounts Receivables from 90+ days late and unpaid to current in 48 HOURS!!!

Cons

None found as of yet. All runs smoothly to date.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Katherine D.

Biller Genie gets you paid a lot faster!

2018-06-08

Pros

The customized reminders have cut down on the time my business manager was spending chasing clients and has let her focus more on client satisfaction.

Cons

It does exactly what I'd like it to do and syncs perfectly with my accounting software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 11-50 employees)

Simple Automation

2020-09-28

This product did the job I needed it to do when I needed it. It was easy to set up and maintain.

Pros

I liked the payment plan option, although no one tried to use it, and I enjoyed the customer serviced team.

Cons

I was hoping for an integration into Salesforce and the application of that was cumbersome, so we didn't do it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ali M.

Biller Genie

2018-11-08

I woudl highly recommend this product to anyone. Plus the customer service of this product is amazing, fast and reliable.

Pros

Biller is easy to use and inter grated itself very easy with quick boons making our collection of payments so much faster than we imagined.

Cons

From the start it was easy to use and as updates are being added the product keeps getting better and better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gina B.

Not just Merchant Service!

2019-06-28

Syncs directly with QBO invoices. This APP is awesome!

Pros

Great pricing. Takes the place of paying someone to send reminders to my late paying customers.

Cons

I haven't found anything yet. It doesn't create the deposit in QBO, but Intuit won't allow it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tiffany G.

Amazing!!

2018-11-09

Pros

Ease of use, customer service, the interface is top notch!

Cons

NOTHING! Everything about BillerGenie has been amazing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Mental Health Care company, myself only employees)

Great Credit Card Processing

2018-10-20

So far, so good. I've only started using it this week.

Pros

Ease of use, navigation and features. Easy to set up and supports multiple cards/person.

Cons

Not integrated with my office mgmt software yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more