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Billing and Invoicing Software with Invoice History

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AvidXchange logo
4.5
140

The Power of Change

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.1
Pros and Cons from AvidXchange users   
avatar
+15
I've been using AVID for a few years and it definitely helps me save time. It is pretty easy to use and I'd definitely recommend it to others.
We would sometimes have invoices lost in the processing phases when we did everything through fax and on paper.
I love that it integrates with many related solutions and it’s super simple to use the software.
The company would not prorate our bill even though we did not use the system in the final month. Bad customer service until the very end.
Love the ability to search by multiple criteria, including invoice #, vendor name, entity, etc., as well as the ability to view images of the actual invoices themselves.
Indexers can make mistakes on basic invoice header data, but this is very rare.
I have had a great overall experience and have recommended it to many others.
If a check was lost or went missing, you would have to call or send an email to request a stop payment.
Very good, great customer service and a very helpful product.
The ease of the software and the unbeatable customer service was crucial to the implementation. The onboarding process was smooth and we had people helping us every step of the way.
Our company uses AvidXchange with NetSuite, and we love the fact that invoices are automatically tied in to the NetSuite bills. Easy way to find a document during audits.
They did a great job of working through our problems at the beginning with respect to uploading and downloading data to and from QuickBooks.
When the pandemic hit our company survived because of Avid. It helped us continue our daily functions from home without skipping a beat.
Overall, AvidXchange has saved our company a lot of time. When I first started, I would have employees from different departments coming into my office and handing me invoices.
One of the few companies we work with that we actually like and feel we are getting our money's worth with. Definitely urge anyone who is looking for an automated A/P system to give Avid a try.
This has been a time and money saver for me. Able to have invoices uploaded directly to the portal, and approve and have Avid pay the items on our behalf.
AvidSuite is so easy to use and makes work more flexible. We are able to work on our payables from anywhere.
This allows users to simply open up their Avid Portal (or accounting system if integrated) and see their invoices, code them, approve them and pay them.
I've been using AVID for a few years and it definitely helps me save time. It is pretty easy to use and I'd definitely recommend it to others.
We would sometimes have invoices lost in the processing phases when we did everything through fax and on paper.
I love that it integrates with many related solutions and it’s super simple to use the software.
The company would not prorate our bill even though we did not use the system in the final month. Bad customer service until the very end.
Love the ability to search by multiple criteria, including invoice #, vendor name, entity, etc., as well as the ability to view images of the actual invoices themselves.
Indexers can make mistakes on basic invoice header data, but this is very rare.
I have had a great overall experience and have recommended it to many others.
If a check was lost or went missing, you would have to call or send an email to request a stop payment.
Very good, great customer service and a very helpful product.
The ease of the software and the unbeatable customer service was crucial to the implementation. The onboarding process was smooth and we had people helping us every step of the way.
Our company uses AvidXchange with NetSuite, and we love the fact that invoices are automatically tied in to the NetSuite bills. Easy way to find a document during audits.
They did a great job of working through our problems at the beginning with respect to uploading and downloading data to and from QuickBooks.
When the pandemic hit our company survived because of Avid. It helped us continue our daily functions from home without skipping a beat.
Overall, AvidXchange has saved our company a lot of time. When I first started, I would have employees from different departments coming into my office and handing me invoices.
One of the few companies we work with that we actually like and feel we are getting our money's worth with. Definitely urge anyone who is looking for an automated A/P system to give Avid a try.
This has been a time and money saver for me. Able to have invoices uploaded directly to the portal, and approve and have Avid pay the items on our behalf.
AvidSuite is so easy to use and makes work more flexible. We are able to work on our payables from anywhere.
This allows users to simply open up their Avid Portal (or accounting system if integrated) and see their invoices, code them, approve them and pay them.
I've been using AVID for a few years and it definitely helps me save time. It is pretty easy to use and I'd definitely recommend it to others.
We would sometimes have invoices lost in the processing phases when we did everything through fax and on paper.
I love that it integrates with many related solutions and it’s super simple to use the software.
The company would not prorate our bill even though we did not use the system in the final month. Bad customer service until the very end.
Love the ability to search by multiple criteria, including invoice #, vendor name, entity, etc., as well as the ability to view images of the actual invoices themselves.
Indexers can make mistakes on basic invoice header data, but this is very rare.
I have had a great overall experience and have recommended it to many others.
If a check was lost or went missing, you would have to call or send an email to request a stop payment.
Very good, great customer service and a very helpful product.
The ease of the software and the unbeatable customer service was crucial to the implementation. The onboarding process was smooth and we had people helping us every step of the way.
Our company uses AvidXchange with NetSuite, and we love the fact that invoices are automatically tied in to the NetSuite bills. Easy way to find a document during audits.
They did a great job of working through our problems at the beginning with respect to uploading and downloading data to and from QuickBooks.
When the pandemic hit our company survived because of Avid. It helped us continue our daily functions from home without skipping a beat.
Overall, AvidXchange has saved our company a lot of time. When I first started, I would have employees from different departments coming into my office and handing me invoices.
One of the few companies we work with that we actually like and feel we are getting our money's worth with. Definitely urge anyone who is looking for an automated A/P system to give Avid a try.
This has been a time and money saver for me. Able to have invoices uploaded directly to the portal, and approve and have Avid pay the items on our behalf.
AvidSuite is so easy to use and makes work more flexible. We are able to work on our payables from anywhere.
This allows users to simply open up their Avid Portal (or accounting system if integrated) and see their invoices, code them, approve them and pay them.
Salesforce Revenue Cloud logo
4.3
52

Next generation Configure Price Quote (CPQ) apps

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    3.9
    Features
    4.2
    Customer support
    4.1
Pros and Cons from Salesforce Revenue Cloud users   
avatar
avatar
avatar
+15
Best thing about the company is their integrity - love the customer service and quality behind the team.
Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.
It would be very difficult for any company to continue managing their system with this software without instruction on how to maintain new information moving forward.
They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.
Much of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.
Great application, allowed us to standardize & improve the accuracy of our quotes.
Most of the training and knowledge transfer time with Etherios was designated to the configuration set up, but no time was allocated to showing us how to upload new SKUs moving forward.
They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.
Also the documentation and courses in Trailhead are great.
I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.
In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders.
Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.
Can Integrate many tools in CPQ like DocuSign and Xauthor. You can update or upload information very fast by using Data Loader.
Make your complex business process very user friendly.
Make your complex business process very user friendly.
It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.
It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes.
Best thing about the company is their integrity - love the customer service and quality behind the team.
Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.
It would be very difficult for any company to continue managing their system with this software without instruction on how to maintain new information moving forward.
They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.
Much of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.
Great application, allowed us to standardize & improve the accuracy of our quotes.
Most of the training and knowledge transfer time with Etherios was designated to the configuration set up, but no time was allocated to showing us how to upload new SKUs moving forward.
They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.
Also the documentation and courses in Trailhead are great.
I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.
In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders.
Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.
Can Integrate many tools in CPQ like DocuSign and Xauthor. You can update or upload information very fast by using Data Loader.
Make your complex business process very user friendly.
Make your complex business process very user friendly.
It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.
It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes.
Best thing about the company is their integrity - love the customer service and quality behind the team.
Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.
It would be very difficult for any company to continue managing their system with this software without instruction on how to maintain new information moving forward.
They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.
Much of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.
Great application, allowed us to standardize & improve the accuracy of our quotes.
Most of the training and knowledge transfer time with Etherios was designated to the configuration set up, but no time was allocated to showing us how to upload new SKUs moving forward.
They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.
Also the documentation and courses in Trailhead are great.
I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.
In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders.
Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.
Can Integrate many tools in CPQ like DocuSign and Xauthor. You can update or upload information very fast by using Data Loader.
Make your complex business process very user friendly.
Make your complex business process very user friendly.
It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.
It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes.
Tipalti logo
4.6
130

Finance automation that cuts 80% of your manual finance work

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.6
Pros and Cons from Tipalti users   
avatar
avatar
avatar
+15
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
Jobber logo

Jobber

4.5
733

Quoting, scheduling, & invoicing for home service businesses

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.5
Pros and Cons from Jobber users   
avatar
+15
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.