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Billing and Invoicing Software with Template Management (2026) - Page 2

Last updated: April 2026

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125 software options

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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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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WORKetc logo

Business management system for SMBs

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WORKetc lets you automatically capture & invoice all company-wide activities. Generate timesheets & invoices, track payments, manage tax & discounts, and more

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr is a business software suite to manage your activity (contacts, invoices, orders, products, stocks, agenda, emailings, and more...).
It's an opensource and free software designed for companies, foundations and freelances.
Available as a Cloud solution on On premise.

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BCS logo

Plan. Implement. Evaluate.

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From expense entries, in-kind services, recurring flat rates, items, travel expenses, or external services, BCS automatically adds all billable and accepted services to your invoices for accurate and efficient invoicing. E-invoice types and an email dispatch enable digital-only invoicing.

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DocFlite logo

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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WorkflowMax logo

Xero owned financial project management software for SMBs

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Control every aspect of your invoice, from how it looks to what info gets displayed. With WorkflowMax, you can manage any job from leads through to invoicing.

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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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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

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Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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Salesforce Revenue Cloud logo

Configure price quote solution native to Salesforce

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Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals

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Recurly logo

Recurly. Keep a good thing growing™️

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Automate invoice creation with precise tax calculations—wherever you do business. Streamline recurring billing across plan purchases, renewals, and adjustments using a variety of flexible billing options. Spend time and effort on your product and leave the billing lift to Recurly.

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Cacheflow logo

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. Users can create proposals including usage-based pricing.

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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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Simpro logo

Field service management software to streamline operations

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Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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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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Esker logo

Unlocking Positive-Sum Growth with AI-Driven Solutions

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Esker is a global cloud platform built to unlock strategic value for Finance, Procurement and Customer Service professionals, and strengthen collaboration between companies by automating the cash conversion cycle.

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HAL ERP logo

Making ERPs formless & natural

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HBS is a unique business system designed to help businesses manage and automate their key operations - Procurement, Sales, Inventory, Finance, HR, Manufacturing, Production, Quality control, and Compliance.
In addition, the simplified reporting tool makes it easy to pull out infinite custom reports

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Momenteo logo

Tailored for freelancers

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Momenteo is a user-friendly invoicing software that allows users to create, send, and track invoices and estimates.

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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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