Billy Features List

Billy

Cloud-based accounting software for small business

4.55/5 (80 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 (165 other apps)
Accounting Integration (104 other apps)
Accounting Management (99 other apps)
Activity Dashboard (108 other apps)
Auditing (80 other apps)
Automatic Notifications (100 other apps)
Automatic Reminders (76 other apps)
Billing & Invoicing (109 other apps)
Customizable Reporting (80 other apps)
Data Import/Export (87 other apps)
Electronic Payments (95 other apps)
Expense Tracking (105 other apps)
Invoice Management (154 other apps)
Invoice Processing (95 other apps)
Multi-Currency (91 other apps)
Real Time Data (88 other apps)
Receiving (86 other apps)
Recurring Billing (76 other apps)
Reporting & Statistics (99 other apps)
Third Party Integration (91 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


0 reviews

See all iOS Apps

Requires iOS 5.0 or later. Compatible with iPhone, iPad, and iPod touch.

Billy Feature Reviews

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

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
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
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
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
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
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
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
Johnathan Martinez

Simple, But Powerful

2017-04-27

- Customer portal (where customers can see past and current invoices -- paid, outstanding, and overdue) - Recurring invoices - Automatically import bills into billy by forwarding them to a Billy email address - AMAZING customer service.

Rating breakdown

Value for money
Ease of use
Features
Customer support
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
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
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
Jeremy Eiler

I have been using Billy for about 2 weeks and I love it!

2017-09-20

This software was used for invoicing our clients and managing expenses.

Pros

I like how you can setup accounts for your employees to log in to send invoices, This software allows you to setup recurring monthly invoicing (which is awesome).

Cons

The invoicing can be a bit of a hassle until you get all the items input into the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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
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
Jan Bear

Easy to use, convenient for both me and my clients

2018-06-05

Saves time and mental bandwidth taking care of billing.

Pros

Attractive, easy-to-generate invoices that clients can pay through Stripe.

Cons

I wish there were a better system for message templates, but I use a text expander software instead of the templates and am quite happy with the outcome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Potential but bad team

2017-10-09

Ease of billing but since it lacks some integrations, it is not useful at the moment.

Pros

I like the capabilities and customizations but they're team is not capable of taking this software to the next level.

Cons

The dev team and management. Not willing to take constructive criticism thus not allowing the app to grow to full potential, so it lacks crucial features and integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Chris, thanks for your comment. Thanks for giving Billy a try. I am sorry that Billy isn't a good fit for you at the moment.

I can assure you that our team is working hard to build Billy's capabilities. We take user feedback as gold and consider every useful suggestion.

Thanks,
The Billy Team

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
Gerry Howe

A simple and intuitive way to collect money from your clients.

2017-11-28

Easy to collect payments from clients.

Pros

Very easy to use software, intuitive, and has a great UI. You can even see when a client has viewed your invoice.

Cons

There is not much I don't like about the software other than it needs more payment options.

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
Trevor Barrett

For someone who struggles to keep the books, Billy became my new best friend overnight.

2018-04-24

Joy beyond belief, My accounting and bookkeeping skills were causing me a nightmare, now, I actually sleep better knowing I'm on track, the product is awesome.

Pros

The Income and expense overview - I always know where my money is and isn't, Creating Invoices is almost too easy, just enter the details, generate a PDF (with your company logo on), and email to the customer, done and dusted.

Cons

I do a lot of meetings, it would be great to integrate new clients and their idea's from the initial meeting as part of the historical process and the calendar because it's always a useful tool to share information with to whoever is working with you.

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
Steven Godlewski

Really A no brainer if you need to invoice customers

2017-10-04

Makes the thing I like to do the least bearable and quick

Pros

LOve the ability to collect payments through credit card and reconciles with my bank account for PL

Cons

None except I can send an automated invoice but can't-do automated charge.

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
Supraket Meshram

As a freelancer, this App has given me almost everything I wanted to manage my accounts section!

2017-11-28

Ease of creating quotes and invoicing.

Pros

The UI and ease of use.

Cons

Not really sure on this one, but probably a short 'more info' popups right over there, rather than going to the help/support page and reading about it.

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
Ashley Martin

Great software that I see will help as I scale my small business

2018-05-31

This software was easy to use in my review of a product.

Pros

Billy comes with dashboard that allows you to see major components in one space.

Cons

I would like to see some type of PayPal integration. I wonder if there is an option or demo that allows us to see what the customer sees from his or her perspective.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Intuitive, easy to use, multi currency, good invoice tool, iPhone app for expenses.

2017-10-26

Clear breakdown of parts of review.

Pros

Clear, simple interface, Multi currency, all I need to run my freelancing business with international clients.

Cons

However, most questions I have are simple general accounting questions, and answers can be found online via Google.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Leonardo Pinheiro

Accounting is boring... not with Billy

2017-07-11

Made my life way easier when doing business in multiple Countries. Accounting is a serious thing, and Billy is used by many companies.

Pros

We have clients in multiple countries and with different currencies, so Billy is super easy to use and if you need the support is fast.

Cons

They do have recurrent invoices capabilities, but the recurrent charges would be an awesome add-on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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