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BillFin
Cloud-based billing and invoicing software
Table of Contents
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BillFin - 2026 Pricing, Features, Reviews & Alternatives
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BillFin overview
What is BillFin?
BillFin is a cloud-based billing software designed to simplify the billing process for financial advisors and planners. It enables users to set up their firm to bill quarterly or monthly. It allows them to establish default billing rules at both the firm and household levels. Staff members can customize billing rules such as advance vs. arrears billing and choose whether billing applies to the entire firm or specific households. Additionally, they can define default asset exclusions for households and override them at the account level if needed.
BillFin offers billing templates that enable users to define and maintain their complex fee arrangements. These templates streamline billing for tricky client relationships and automate the process with flexible and reusable billing rules. It also provides user-defined reminders and intelligent system alerts presented throughout the platform, that help streamline the billing process.
Starting price
per month
Alternatives
with better value for money
BillFin’s user interface
BillFin reviews
Overall rating
No reviews
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BillFin alternatives
BillFin
Starting from
125
Per month
Xero
Starting from
25
Per month
FreshBooks
Starting from
21
Per month
TPS Cloud Axis
Starting from
15
Per month
BillFin pricing
Value for money rating:
Starting from
125
Per month
Flat Rate
User opinions about BillFin price and value
Value for money rating:
BillFin support options
Typical customers
Platforms supported
Support options
BillFin FAQs
BillFin has the following pricing plans:
Starting from: $125.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of BillFin?
BillFin has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does BillFin support?
BillFin supports the following languages:
English
Q. Does BillFin offer an API?
No, BillFin does not have an API available.
Q. What level of support does BillFin offer?
BillFin offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support