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Billing and Invoicing Software with Process/Workflow Automation (2026) - Page 2

Last updated: April 2026

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132 software options

Fortis logo

Embedded payments and invoicing for B2B workflows

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Fortis is a payment processing and invoicing solution that helps businesses receive payments, monitor transactions, capture eSignatures, send payment requests, and more on a centralized platform. It enables team members to create one-time and recurring invoices in compliance with PCI-DSS guidelines.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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onPhase logo

Accounts payable and document automation platform

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onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

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DealHub logo
Category Leaders

Agentic Quote-to-Revenue platform for enterprises

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DealHub is the unified Agentic Quote-to-Revenue (Q2R) platform built for complex, modern GTM motions. The platform empowers high-growth SaaS and forward-thinking enterprises to automate and accelerate their entire revenue lifecycle.

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LeanLaw logo

Legal billing software for small to mid-sized law firms.

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Customize Your Client's Invoice
Easily edit and control the level of detail, without assistance, of what your clients see on their legal invoices. When they understand their bills, they might just pay you faster. See unpaid bills.
Add LEDES activity & litigation codes to meet your clients’ needs.

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Litify logo

Cloud-based legal practice management tool for law firms.

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Litify provides an integrated platform designed to improve business performance for law firms and in-house legal teams. The platform incorporates a range of features tailored to enhance legal operations, including matter and intake management, document generation, timekeeping and billing, corporate e-billing, and a "legal front door" for streamlined workflows. Additional capabilities such as real-time analytics and mobile accessibility further support organizations in optimizing processes.

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Bonsai logo

One platform to streamline your entire business

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Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses. Automate invoicing from creating to sending to reminding. Global invoicing options and smart features gets freelancers paid faster.

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Obat logo

Comprehensive tool designed for construction specialists

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Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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Accounting Seed logo

Accounting and analytics software built on Salesforce

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Accounting Seed is an accounting application built natively on Salesforce. Its customizable, enabling users to manage their accounting their way. As a full accounting solution, Accounting Seed tracks financial data through the entire business lifecycle.

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Actionstep Legal Accounting logo

Cloud-based accounting and billing for law firms

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Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business.

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Gaviti logo

A/R automation with zero-fee ACH & seamless customer payment

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Gaviti streamlines the entire invoice-to-cash cycle with AI-powered collections, cash application, credit risk, and disputes. As the only provider with a B2B payment portal offering zero-fee ACH and built-in customer communication, Gaviti accelerates payments and reduces DSO for B2B finance teams.

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Actionstep logo

Cloud-based legal practice management tool for law firms.

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Actionstep has an exceptionally powerful billing and invoicing system which is unmatched by competitors.

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Ruddr logo

The Modern Professional Services Platform

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Ruddr is the modern professional services platform for small-to-midsize teams (5-1,000 users). Measure key data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as realization rate, utilization rate, and services margin.

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OnPrintShop logo

#1 AI-Powered Web-to-Print Software

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#1 AI-powered Web-to-Print software to boost print sales, automate processes, and streamline print business operations.

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AccountEdge logo

Desktop accounting software for small businesses

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AccountEdge is a powerful, easy-to-use, small-business
accounting software for the Mac and Windows desktop in the United States and Canada.

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PayEm logo

Global spend & procurement platform

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Go beyond the tired billing & invoicing procedures with PayEm. PayEm's platform simplifies bill payments, whether done by credit card or ACH. The platform allows for digital uploads of vendor invoices, automatic payment scheduling & customized approval flows, using streamlined NetSuite integration.

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Vertex logo

Proven tax technology to simplify the complex.

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Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications.

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Assembly logo

The new standard for modern service businesses.

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Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

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TYASuite logo

India’s 1st AI ZeroTouch™ Invoice & Procurement Platform

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ZeroTouch Invoice Automation by TYASuite is India’s 1ˢᵗ AI-powered solution designed to eliminate manual invoice handling.

Built for mid-sized businesses, it streamlines vendor invoice processing with 99% accuracy, cutting processing time by 90%.

The system auto-captures data, validates against

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Yokoy logo

The intelligent spend management platform

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Reduce manual errors, get full transparency, and add intelligence & automation to your Billing and Invoicing process.

Purpose-built to handle the complexity of multi-entity organizations, it’s designed to help mitigate the risk of non-compliance to company policies, processes and regulations.

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Transformify logo

HR suite for recruitment and employee onboarding

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Streamline your financial operations with Transformify's advanced billing and invoicing solutions. Our platform facilitates seamless onboarding, compliance, and payment automation, allowing businesses to save up to 60% on workforce management costs.

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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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ApprovalMax logo

Robust financial controls made easy

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ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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OneDeck logo

Business management platform

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Smart, intelligent and automated platform for all your business management needs

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