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Billing and Invoicing Software with Document Review

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23 software options

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Clio logo
4.7
(1.5K)

Cloud-based legal practice management software

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Legal billing software that gives you sleek, customizable invoices. Generating a bill and receiving payment with Clio is quick and easy—and can be done online.

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PandaDoc logo
4.5
(1K)

Create, edit, track, and eSign documents quickly and easily

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Sales teams can collect payments directly inside their PandaDoc proposals, quotes and contracts as soon as the documents get eSigned. You can further integrate via Zapier with accounting and invoicing software like Freshbooks and Quickbooks online.

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Canopy logo
4.5
(221)

Practice management software for accounting firms

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Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.

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Indy logo
4.7
(101)

Own it.

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Indy is an all-in-one admin solution that enables a seamless workflow from your first proposal to a client to the final invoice payment and everything in between. Indy is designed for freelancers, entrepreneurs, and business owners who want to level up their productivity and grow their businesses.

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DocFlite logo
4.8
(66)

Quote and Proposal Management Software for Teams

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Invoices are generated automatically on quote and proposal acceptance. Easily create payment schedules and allocate amounts for partial payments.

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DocuPhase logo
4.5
(82)

Accounting Automation & Beyond.

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Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.

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Wethos logo
4.7
(54)

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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Litify logo
4.6
(55)

End-to-end practice management & legal operating platform

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Litify is the end-to-end legal operating platform designed to break down silos within your legal team and with your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management.

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Cacheflow logo
4.9
(20)

A deal-closing platform that automates quote to close.

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Cacheflow is a cloud-based Deal Closing solution that helps streamline the quote-to-close process. Create dynamic proposals in minutes, including complex usage-based pricing.

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Axonaut logo
4.6
(19)

The CRM your small business needs.

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Axonaut is a cloud-based solution that helps small businesses streamline administrative processes related to customer relationship management (CRM), invoicing, marketing, inventory tracking, and more.

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Ocrolus logo
4.6
(16)

Document processing automation and human-in-the-loop review.

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Ocrolus is the best-in-class fintech document automation platform for invoice processing. Organizing documents with precision and streamlining the capture of invoice data.

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Quadient Impress logo
4.5
(11)

Cloud-based document preparation and distribution software

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Impress by Quadient is a cloud-based software designed to help businesses automate document preparation workflows and communicate with customers. It enables employees to create, manage, and distribute invoices, cash statements, notices, letters, and other documents via a unified platform.

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SpreadOffice logo
4.2
(13)

Cloud-based business management tool

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SpreadOffice is a cloud-based business management tool that assists with the creation of accounting forms such as purchase orders, and invoices. Users can generate reports and customize estimates and invoices according to the organization's format.

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VistaSuite logo
4.4
(11)

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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VistaSuite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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KlearStack logo
5.0
(6)

Data extraction and document intelligence platform

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KlearStack AI is a state-of-the-art document processing software that enables data extraction, document classification, and data validation without any human inputs. It extracts data with accuracy to reduce the overall error rate.

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AFAS Software logo
4.6
(7)

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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PaperSave logo
4.0
(11)

Free your team from manual processes.

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PaperSave by PairSoft is a full AP Automation, Procurement and Document Management solution that natively integrates with your ERP platform.

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ELO ECM Suite logo
5.0
(2)

Digitalizes information management and business processes

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Innovative content management for organizations of all sizes and industries, ELO ECM Suite provides an electronic and secure way to easily capture, archive, and manage business documents.

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ddSuite logo
4.3
(3)

Digital documentation and maintenance management system

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-Convenient billing after completion of work orders.
-Direct invoicing of material and quantity immediately after order completion.
-Deposit of product prices for direct billing.

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IxorDocs logo
5.0
(2)

Cloud-based & AI-driven document processing platform

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IxorDocs is a cloud-based, AI-driven platform for automated financial document processing, known for its OCR technology and efficiency in handling various document types.

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SY by Cegedim logo
2.0
(1)

Digitize your documents and business processes

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With SY by Cegedim, digitize order-to-cash and procure-to-pay processes to increase productivity and collaborate easily with customers and suppliers. SY is a secured SaaS solution, hosted in the Cloud on French servers and available in 7 languages.

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UniFi logo
(0)

UniFi — One system, limitless use cases.

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UniFi is a complete business platform with unlimited potential across finance and all connected departments. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Masters India Accounts Payable logo
(0)

Software for automating accounts payable process

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Simplify and automate your billing or invoice payments with the Masters India Accounts Payable Automation solution. It will save time and money and your AP team effort In invoice processing and reduce manual data entry errors.

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