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FreshBooks vs FCRM Insurance Comparison

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Overview

Category Leaders

FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...

We are focused on the financial industry, transforming how banks, credit unions and thrifts serve their tech savvy customers....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

7.50

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

2,030

1,203

232

33

24

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

The best I found in this software was the ease of use, it is very friendly to the user, the cost is very good too. Is a very good value for the money.

Manuel D.

For a small company as myself the excellent invoice features has been very helpful and useful.

Duncan W.

Ease of use, simplicity, and reliability. I love how easy it is to access, upload information, and navigate through the site.

JV

John V.

Pros

Not enoughreviews yet

Cons

We would lose all of that if we switched, so unfortunately we are stuck with having to use this horrible new format.

Steve H.

It is really frustrating to have a client not be able to pay through the invoice, and for this reason, only, I have been considering a new software company.

JB

Jeff B.

Tier based pricing from Lite to Premier is a bit confusing. WePay advocates having a Chase bank account for faster processing otherwise fails to integrate.

KM

Khurram M.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review11 days ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features96
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Attendance Tracking
  • Audit Trail
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Behavioral Analytics
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Cash Management
  • Channel Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Currency Conversion
  • Customizable Branding
  • Customizable Invoices
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Discount Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • General Ledger
  • Hourly Billing
  • Identity Verification
  • Income & Balance Sheet
  • Investigation Management
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Loyalty Program
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • PEP Screening
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real-time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • SARs
  • Sales Tax Management
  • Search/Filter
  • Spend Control
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction Monitoring
  • Visual Analytics
  • Watch List
  • Workflow Management
  • Total features36
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Attendance Tracking
  • Audit Trail
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Behavioral Analytics
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Cash Management
  • Channel Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Currency Conversion
  • Customizable Branding
  • Customizable Invoices
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Discount Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • General Ledger
  • Hourly Billing
  • Identity Verification
  • Income & Balance Sheet
  • Investigation Management
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Loyalty Program
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • PEP Screening
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real-time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • SARs
  • Sales Tax Management
  • Search/Filter
  • Spend Control
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction Monitoring
  • Visual Analytics
  • Watch List
  • Workflow Management

Integrations

  • Total integrations284
  • Authorize.net
  • FreshBooks
  • Magento Commerce
  • Mailchimp
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations12
  • Authorize.net
  • FreshBooks
  • Magento Commerce
  • Mailchimp
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier