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Top Rated Workflow Management Software with Billing & Invoicing in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Billing and invoicing in workflow management software streamline payment processes, automate recurring charges, generate professional invoices, and track payment statuses. It ensures timely payments, reduces administrative workload, and integrates with accounting systems. Our reviewers in workflow management software rated this feature as highly important.

5 Best Workflow Management Software with Billing & Invoicing

Product
User rating
Starting price
TaxDome logo
4.7
(3.5K)
800
per user/per year
Trello logo
4.5
(23.4K)
5
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Workflow Management products with billing & invoicing

How we picked the 5 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Workflow Management software category. They also needed to have sufficient reviews about billing & invoicing, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for billing & invoicing, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 5 best products

TaxDome logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(846)
5(2,712)
Key Features
Progress Tracking4.4
Task Management4.5

User insights about the billing & invoicing feature

Users report that TaxDome simplifies billing and invoicing by allowing easy creation, automation, and tracking of invoices. They appreciate the integration with CPA Charge and the ability to lock documents until payment is received. However, some users mention the need for more customization options and better integration with QuickBooks. Overall, reviewers find it streamlines their accounts receivable process.

See related user reviews

“LOVE this feature. Use both the invoicing and time tracking feature to create invoices. Some clients we lock their tax return to the invoice so they can't download it until they pay.”
MG

Mark G.

President

“Invoicing is key for me, and TaxDome makes it so much easier. I can automate reminders, send invoices, and track payments without any hassle. This feature saves me a lot of time and stress.”
BL

Beck L.

Business Owner

Starting price
800per user /
per year
Pros and Cons based on 3,578 verified reviews

Extensive training resources

Comprehensive accounting management

Efficient client portal

Frequent technical issues

Inefficient task scheduling

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Progress Tracking4.5
Task Management4.6

User insights about the billing & invoicing feature

Reviewers appreciate Trello's billing and invoicing capabilities, particularly the integration with third-party platforms. They find it useful for tracking expenses, generating invoices, and managing finances. Users highlight the flexibility and ease of use of Trello's Power-Ups for billing and invoicing. However, some users mention they use other software for this function, indicating it may not be the primary choice for billing and invoicing.

See related user reviews

“Trello's ability to integrate with third party invoice and billing platforms gives you a wide range of options and ensures teams are able to use one that they are comfortable with”
MM

Masuzyo M.

IT Specialist

“Billing and invoicing functionality in Trello helps businesses track and manage their finances effectively. It allows for accurate and timely billing of clients or customers, ensuring that payments are received promptly.”
MD

Matt D.

Software Developer

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Progress Tracking4.6
Task Management4.5

User insights about the billing & invoicing feature

Reviewers indicate that Smartsheet's billing and invoicing capabilities are user-friendly and efficient. They appreciate the ability to customize invoices, automate recurring payments, and integrate with other accounting software. Users find it helpful for tracking payments and organizing finances. However, some users mention they use other software for billing and invoicing, suggesting it may not be the primary choice for this function.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“I like the user-friendly interface of Smartsheet's Billing & Invoicing feature. It makes it easy to set up billing, create invoices, and track payments. The ability to customize invoices and automate recurring payments also saves time and ensures accuracy. Additionally, Smartsheet integrates with other popular accounting software, making it easy to sync up accounts.”
Verified reviewer profile picture

Devendra K.

Manager

“Integration with Billing Systems: Smartsheet integrates with billing and invoicing systems, facilitating accurate billing and invoicing based on tracked time or project milestones. This feature streamlines the billing process and ensures timely and accurate client invoicing.”
Verified reviewer profile picture

Saeed E.

Applications and Platforms Testing Engineer

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the billing & invoicing feature

Reviewers indicate that monday.com's billing and invoicing capabilities are easy to use and efficient. They appreciate the templates provided for creating invoices and the ability to track payments. Users also mention the integration with Stripe for automation. However, some users note that they use other software for billing and invoicing, suggesting it may not be the primary choice for this function.
Verified reviewer profile picture

See related user reviews

“We don't bill through Monday.com however tracking of when invoices are due etc. are tracked which is greatly helpful ”
MM

Michaela M.

Operations Manager

“The billing and invoicing feature makes it easy for me to track my records.”
Verified reviewer profile picture

Shelmith S.

Admin Virtual Assistant

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the billing & invoicing feature

Reviewers feel that ClickUp makes billing and invoicing simple and efficient. They appreciate the ease of creating and sending invoices, as well as tracking payments. Users highlight the secure storage of billing information and the ability to manage expenses in one place. However, some users note that ClickUp may not be as robust as specialized invoicing software.
Verified reviewer profile picture

See related user reviews

“ClickUp is primarily known for task and project management, it may not be as robust in handling financial aspects like billing and invoicing compared to specialized accounting or invoicing software. ”
AL

Alaaeddine L.

Customer services

“I like that billing and invoicing is super simple and easy to use. We can create an invoice for a customer, add line items, and even send them directly to our customer's email address. Plus, we can keep track of all our expenses and payments in one place. ”
Verified reviewer profile picture

Mary A.

Digital Marketer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated Workflow Management Software with Billing & Invoicing in 2026

Trello logo

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo

Project tracking and workflow management platform

Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
Connecteam logo

Enhance employee management with the only all-in-one app

Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

Read more about Connecteam

Users also considered
monday.com logo

Project management software

Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Read more about ClickUp

Users also considered
TaxDome logo

Tax practice management software for bookkeepers and CPAs

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Read more about TaxDome

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

Read more about Jotform

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Wrike logo

AI powered workflow management platform

Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

Read more about Wrike

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

Read more about PandaDoc

Users also considered
Adobe Workfront logo

Online enterprise work management software

Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

Read more about Adobe Workfront

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

Automate and streamline your customer operations effectively with Bigin's array of automation features. Prioritize strategic tasks while ensuring routine operations run smoothly with features to automate follow-up emails, assign tasks, update deal stages, schedule calls and events and a lot more.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Paycom logo

The only HR and payroll software built on a single database

Paycom is the most automated HCM platform and the only HR and payroll software built on a truly single, unique database that automates the entire employee life cycle.

Read more about Paycom

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Work and project management software that helps in-house teams and agencies improve collaboration, visibility, accountability, and ultimately results. The last project management tool you’ll ever use. Get started working together beautifully with Teamwork.com today for free or schedule a demo.

Read more about Teamwork.com

Users also considered
QuickBooks Online Advanced logo

Accounting & business management for small businesses

Automate and optimize business processes with customizable workflow management for approvals, tasks, and notifications.

Read more about QuickBooks Online Advanced

Users also considered
BigTime logo

AI-powered scoping, project, time, and billing software

BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.

Read more about BigTime

Users also considered
Meritto logo

Purpose-built to grow your enrollments

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

Read more about Meritto

Users also considered
mHelpDesk logo

Cloud-based field service management software

mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

Read more about mHelpDesk

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access. Used by 12 million businesses worldwide.

Read more about Bitrix24

Users also considered
Birdview logo

Software for managing multiple projects, tasks, and teams

Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

Read more about Birdview

Users also considered
Pipefy logo

Cloud-based and AI-powered process orchestration platform

Run any type of workflow, find process bottlenecks, and leverage automation all on one intuitive interface.

Read more about Pipefy

Users also considered
Kantata logo

Always Deliver Amazing

Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

Read more about Kantata

Users also considered
Favro logo

The agile collaboration app for organizational flow.

Favro brings business agility by empowering teams to work autonomously, while also aligning their planning towards company objectives.

Read more about Favro

Users also considered

Key features for Workflow Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Progress Tracking: Reviewers highlight the ability to monitor task status, manage resources, and identify bottlenecks. It offers real-time updates, customizable statuses, and detailed reports. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the ability to create, assign, and prioritize tasks. The feature supports collaboration with notifications, customizable views, and detailed tracking. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers appreciate the flexibility to tailor access levels for different roles, ensuring data security and customized user experiences. 87% of reviewers rated this feature as important or highly important.
  • Document Management: Users note the ease of organizing, storing, and sharing documents. Features like version control, access restrictions, and integration with other tools are valued. 87% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers emphasize the convenience of managing tasks and accessing data on-the-go, enhancing productivity and collaboration regardless of location. 85% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Users highlight the ability to connect with various apps, automating workflows and enhancing productivity by centralizing tasks across multiple platforms. 85% of reviewers rated this feature as important or highly important.