Billy Features

Billy

Cloud-based accounting software for small business

4.51/5 (129 reviews)

Billy Feature Summary

  • Accounts payable
  • Accounts receivable
  • Collections management
  • Credit card payments
  • Recurring invoices
  • Customizable invoices
  • Customizable branding
  • Quote management
  • Estimating
  • Billing & invoicing
  • Automated billing
  • Invoice management
  • Invoices
  • Multi-currency
  • Calculates exchange rates
  • Overdue invoice reminders
  • Quote & estimate approval
  • See when invoices are opened
  • Discount management
  • Sales tax management
  • Financial management
  • Expense tracking
  • Capture expenses
  • Financial analysis
  • Expense categorization
  • Activity dashboard
  • Profit / loss reports
  • Balance sheet reports
  • Tax summary reports
  • Accountant email invitations
  • SSL security
  • Security & encryption
  • Data encryption
  • Compliance management
  • Accounting management
  • Contact database
  • ACH payment processing
  • Data visualization
  • Reporting & statistics
  • Search functionality

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (170 other apps)
Accounting Integration (113 other apps)
Accounting Management (111 other apps)
Activity Dashboard (118 other apps)
Auditing (80 other apps)
Automatic Notifications (105 other apps)
Automatic Reminders (81 other apps)
Billing & Invoicing (116 other apps)
Customizable Reporting (88 other apps)
Data Import/Export (97 other apps)
Electronic Payments (106 other apps)
Expense Tracking (111 other apps)
Financial Analysis (80 other apps)
Invoice Management (161 other apps)
Invoice Processing (96 other apps)
Multi-Currency (97 other apps)
Real Time Data (97 other apps)
Receiving (90 other apps)
Reporting & Statistics (119 other apps)
Third Party Integration (101 other apps)

Competitor Feature Comparison

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Billy Feature Reviews

25 reviewers had the following to say about Billy's features:

Anonymous
(Information Technology and Services company, 1-10 employees)

Better than quickbooks, but still not the best

2018-11-20

I've used quickbooks, freshbooks, xero. Billyapp does fill in the gap, but some extra features (mentioned in the cons) will make it #1

Pros

Simple and fully functional accounting & billing system that has multi-currency invoicing

Cons

Doesn't have recurring expenses, unable to generate customer statements, unable to apply a discount % or amount in an invoice. Website is not mobile responsive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


You are able to create customer statements and apply discounts to invoices. Please contact our support for help.

Read more
Anonymous
(Computer Software company, 1-10 employees)

High Expectation ... NOT MET!

2018-10-23

I eventually moved to another accounting platform, but from time to time I use Billy's invoicing system.

Pros

- Easy to use - Clean interface - Great Invoice design

Cons

In many cases, the customer paid but payment was not captured.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben Baker

SMB & Freelancers, BILLY TO THE RESCUE!

2018-11-16

Your Bookkeeper will love it too, as it has easy exports for your business data & taxes.

Pros

They make payment easy too!

Cons

Would like to see a PayPal integration since it’s just as easy as a Stripe integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Billy the Smart Invoice Choice

2018-11-24

Billy helped me invoice clients with recurring invoices and reporting on payments.

Pros

The interface is very friendly and they roll out new features regularly.

Cons

The cost was my only con. It is not super expensive but I do not have a lot of clients so can be hard to justify for a small freelancer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Edward Chung, PMP

Billing Clients made Simple and Easy

2018-07-03

The name is great. The interface design is great.

Pros

Billy has such a memorable name yes, it is for billing. I love the ease of creating invoices and Billy does the hard job of accounting and tracking.

Cons

However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Billy is just the software we need for our small business.

2017-05-05

Accepting credit card payments from customers via Stripe.

Pros

The ability to invoice customers and give them options on paying their invoices Has made this process easy. We do not need to sign up with a merchant account service.

Cons

I believe a little more use and learning will make this easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Yannick Wehr

Easy to use & does everything you need

2018-11-21

Pros

- Very easy to use web interface - Nice statistics, automatically calculates vat for tax return, informative dashboard

Cons

- Unfortunately my Bank isn’t supported yet - Some more customization-options would be nice - The API could be simplified - No recurring expenses

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt Abraxas

Easy to use, Clean design, Efficient functionality

2018-11-28

I haven't done taxes yet with it so I still have to see how well I can import the info into TurboTax.

Pros

I love how clean of design it is.

Cons

I wish that I could create a recurring expense and that there would be Zapier integration so I could link this with my proposal software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Angelos Sfakianakis

I have "install" Billy to my clients. No worries from then!

2017-06-10

Clean data with easy exports for further analysis.

Pros

Lot options for exporting in xls format (i love excel).

Cons

It have some minor things about local settings and shortcuts but it minor things! Thanks to friendly support i don't worry.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

So good, so far

2017-03-13

I have just begun using Billy as I found another popular software that my accountant uses to be to complicated for my reptilian brain. Billy is great because I get the detail I love, but that the accountant doesn't need. I have no fear of making errors and messing her up. Sounds like double work, but it isn't. Making my life smoother.

Pros

Love the dashboards. Love that it is simple, pretty and easy to learn and use.

Cons

I have very few invoices which need statements.

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

Recommendations to others considering Billy

I would love to be able to put my payables and receivables onto a calendar. I left the Industry blank as I didn't see my category. I have a hair salon and a nail polish company. We offer services, classes, retail and I am a wholesale manufacturer.

Source: Capterra
Helpful?   Yes   No
Read more
Paul Ngumii

Good service, easy to use

2017-05-02

Simplification of the accounting process

Pros

The interface is intuitive, I like the invoices generated clean and sleek design.

Cons

Wish could get ability to generate receipts or send invoices marked as paid

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Paul, we do have three tier, the lowest tier still gives you access to the invoicing features. These features include adding payments and marking them as paid. If you'd like help with this feature, please feel free to ping us on chat from within the app. Happy to help.

Read more
Joshua Young

Solid, easy to use, and reliable billing system

2017-07-18

It works really well, was easy to setup, and has helped create more of a professional feel to my small company.

Pros

I can easily maintain all of my businesses billing needs.

Cons

There is a certain about of cost of goods tracking that I can tell would be more complicated using billy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
John Bornsworth

Great and cheap but I'd rather pay a bit more to have better customer management tools.

2017-05-04

Easy and quick to use.

Pros

Keeps track of my invoices easily. I'm not sure what else to say???

Cons

Email invoices to more than one email at a time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi John, we hear you and have added features to enhance our customer management system to our roadmap. Thanks for the feedback.

Read more
Tyler Caudle

Billy is great!

2017-04-28

Billy is a great service to use for small business, we use it for invoices and billing our customers.

Pros

Its easy to use and my other employees can use it with ease

Cons

My previous financial management software had an app we could use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

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

Extremely simple and great to use

2016-08-25

We use this software for a retail store selling appliances, so lower volume of transactions a day makes it super easy and to track customer purchases.

Pros

Great simple accounting interface with all your necessary reporting

Cons

No inventory management if you need it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Jonathon,

You can create a PO module by renaming Estimates to PO in the template.

Contact our support to learn how.

-Billy

Read more
Isaiah Adams

Core Of My Business

2017-10-26

Pros

I can really see how my business is doing, what my profit margins are and where I can adjust certain things. I run a lead generation business out of my home, and before I wasn't quite aware of how much was going out and how much I was bringing in, Once I got billy I could easily see where I could cut some unneeded expenses.

Cons

I would love to integrate the invoicing with my call tracking system (analytic call tracking) like ninja invoice can do with zapier.

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
Bevan Von Weichardt

Easy accounting for right brain thinkers....

2017-04-28

It's super pretty interface presents the right information in the right places - which is probably why right brain thinkers like me love it!

Pros

Recurring invoices

Cons

There are one or 2 features I'd like to see. 1) I'd like the recurring billing to recognize any price increase etc made in your inventory. 2) Would like the 'Description' included in the table view.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Billy

1) I'd like the recurring billing to recognize any price increase etc made in your inventory. 2) Would like the 'Description' included in the table view.

Source: Capterra
Helpful?   Yes   No
Read more
Ed Friese

A simple solution that inexpensively provides all the functionality of the big guys

2017-10-04

I really like the electronic invoice transmittal - it adds a lot of validity to my company, as does the ability to pay electronically.

Pros

It has all the functionality needed in an accounting platform, at a very inexpensive price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

Versatile and Convenient

2017-03-25

Easy-to-use for sending invoices and creating P&L statements.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Art Remnet

Easy to use Accounting Foundation, Impressive Road Map

2018-11-24

Billy is a small business accounting lifesaver.

Pros

It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.

Cons

The company is on the right track and should have this issue resolved shortly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Great tool but needs some improvement

2018-11-17

I definitely like the tool, but it needs some improvements in terms of giving more control over the numbers to the users. Delete, void, etc.

Pros

The interface is great, and the reporting works good too.

Cons

It should be more customizable and we should be able to remove "unreconciled entries".

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Darryl Dahl

I can track my own finances

2018-10-30

With very little time and some help from support, I was tracking my income and expenses, categorizing transactions in a way that makes my accountant happy, and invoicing my clients from one integrated platform.

Pros

Simple learning curve, easy invoicing, white label branding

Cons

growing pains of a young software but their support is good at keeping me updated on things

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
Kyle Stoddard

Definitely great for small businesses!

2018-11-20

Pros

Very easy to use Low monthly fee Great customer service Quick upload receipts feature which allows for quick expense records Professional invoices Easy to add discounts and corrections on invoices

Cons

It is a little 1 dimensional and lacks a bit of features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate Raynor

Simple Invoicing

2018-09-17

It works, it's simple, but it doesn't give me all the option and tools that I would like when it comes to integrating and designing invoices. They just don't match up with the design scheme of my company and because of that, we have switched services, although it should be said, it's been a lot higher of a learning curve with more the complex platforms we've switched to.

Pros

A basic, fairly easy to use platform for creating and managing invoices. It's utility is fine, it does allow my clients to pay us through their invoices.

Cons

Our company uses sales decks to issue quotes for projects and it would be great if I could integrate billy invoices into that, however design compatibility aside, billy invoices can only be structured vertically, not horizontally, which is how our deck are orientated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Nate,

Thanks for your honest review. You are right that we are simpler than some of our competitors (though not any less powerful!). This is how we keep our costs low and our prices low for new entrepreneurs. It also helps small businesses who don't have accountants keep their books organized on a budget.

I am sorry that our invoice designs didn't work out for you. It sounds like you have a design focused business and I can understand the need to have even more control over how your invoices look.

Our invoice templates are clean and elegant and very customizable for most small businesses with levers for font type, color and style as well as logo placement and even background colors.

Thanks again for giving us a try and best of luck with your business!

-The Billy Team

Read more
Jody Smith "THESUPERTRAINER"

Truly easy accounting software to operate

2018-05-14

I can run my business basically by myself

Pros

I like because you can send recurring invoices and quotes and have your bank accounts in accounting all in one

Cons

Haven't really found anything that I like least about it but I am working to learn more about the app but it is easy to comprehend

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