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FreshBooks vs VestServe 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...

VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage...

  • 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
$

27500

/yryear
  • 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 review6 days ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features96
  • ACH Payment Processing
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Attendance Tracking
  • Audit Trail
  • Automated Execution
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Benchmarking
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Bonds / Stocks
  • Breakpoint Management
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Controls Audit
  • Credit Card Processing
  • Credit Risk Management
  • Currency Conversion
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Debt Management
  • Deferred Billing
  • Derivative Valuation
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Hourly Billing
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Order Management
  • Partial Payments
  • Partnership Accounting
  • Payment Processing
  • Payroll & Commissions
  • Payroll Management
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Rate of Return Analysis
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Sales Tax Management
  • Scenario Planning
  • Search/Filter
  • Spend Control
  • Status Tracking
  • Stress Tests
  • Tax Calculation
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Trade Tracking
  • Visual Analytics
  • Total features85
  • ACH Payment Processing
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Attendance Tracking
  • Audit Trail
  • Automated Execution
  • Automatic Billing
  • Automatic Time Capture
  • Bank Reconciliation
  • Benchmarking
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Bonds / Stocks
  • Breakpoint Management
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Controls Audit
  • Credit Card Processing
  • Credit Risk Management
  • Currency Conversion
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Debt Management
  • Deferred Billing
  • Derivative Valuation
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Hourly Billing
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Order Management
  • Partial Payments
  • Partnership Accounting
  • Payment Processing
  • Payroll & Commissions
  • Payroll Management
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Rate of Return Analysis
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Sales Tax Management
  • Scenario Planning
  • Search/Filter
  • Spend Control
  • Status Tracking
  • Stress Tests
  • Tax Calculation
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Trade Tracking
  • Visual Analytics

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 integrations1
  • 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