getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Table of Contents

usersusersusers

Talk with us for a free 15-min consultation

Expert advisors like Chase, who have helped 1,000+ companies, can find the right software for your needs.

Top Rated Project Portfolio Management Software with Billing & Invoicing in 2026

Verified reviewer profile picture
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 project portfolio management software streamlines the creation and management of contracts, billing terms, and payment schedules. It helps track payment status, manage change orders, and centralize invoice storage, improving efficiency and reducing errors. Our reviewers in project portfolio management software rated this feature as highly important.

3 Best Project Portfolio Management Software with Billing & Invoicing

  • Smartsheet
  • monday.com
  • ClickUp

See other top Project Portfolio Management products with billing & invoicing

How we picked the 3 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 project portfolio 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 the product with the highest rating for billing & invoicing based on our proprietary ratings and reviews. 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 3 best products

Smartsheet logo
4.5
(3.4K)

User insights about the billing & invoicing feature

Reviewers indicate that Smartsheet's billing and invoicing capabilities are useful for creating and managing invoices, with customizable templates and integration with other accounting tools. They find the ability to automate billing and send invoices directly to vendors helpful. Users appreciate the seamless billing process and the ability to track sales and payments. However, some reviewers mention using other software for billing and invoicing, noting that Smartsheet is not primarily designed for this purpose.
“From smartsheet solution center there's the ability to generate automated Bill's and to be mailed and sent directly to previously added mails , this feature allow us after create the ticket and reveiw it and approved it to send automated bill and invoice to the vendors through automated mail ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“You can use free invoice templates that are customizable and professional. You can find answers to common billing questions and access vendor setup documents. You can integrate your invoices with other accounting tools and software”
Verified reviewer profile picture

Tichaona R.

Chief information officer

Project Portfolio Management key features coverage

Smartsheet offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.5
Workflow Management4.5
Portfolio Management4.2
Task Management4.5
Project Planning4.5
Task Scheduling4.5

Pros and cons based on 3,479 verified reviews

59% of users rated Smartsheet 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,479 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Cons:

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

monday.com logo
4.6
(5.7K)

User insights about the billing & invoicing feature

Reviewers appreciate monday.com's billing and invoicing capabilities, noting the ease of tracking payments and organizing financial records. They find the process simple, with templates available for quick invoice creation. Users report that the integration with other tools, like Stripe, enhances automation. However, some reviewers mention using other accounting software for billing and invoicing, and a few note the lack of certain integrations. Overall, they value the efficiency and organization provided by monday.com's billing and invoicing.
“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

Project Portfolio Management key features coverage

monday.com offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.6
Workflow Management4.5
Portfolio Management4.5
Task Management4.6
Project Planning4.5
Task Scheduling4.6

Pros and cons based on 5,720 verified reviews

65% of users rated monday.com 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 5,720 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

Cons:

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Pricing

Starting price:$9 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo
4.6
(4.5K)

User insights about the billing & invoicing feature

Reviewers highlight ClickUp's billing and invoicing capabilities, noting the ease of creating and sending invoices. They appreciate the ability to mark tasks as billable, track expenses, and store invoices securely. Users find the process simple and efficient, with features like automatic email invoicing and secure database storage. However, some reviewers mention difficulties in finding billing information and prefer using specialized invoicing software. Overall, they value the convenience and time-saving aspects of ClickUp's billing and invoicing.
“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

“I like the ease of creating invoices and sending them automatically. It is also safe because it is stored in a secure database”
Verified reviewer profile picture

Abdelfatah B.

Unleashing Brands Amplifying Reach and Captivating Audiences

Project Portfolio Management key features coverage

ClickUp offers 6 out of the 6 key features for Project Portfolio Management software identified by reviewers:

Multiple Projects4.6
Workflow Management4.4
Portfolio Management4.3
Task Management4.6
Project Planning4.5
Task Scheduling4.6

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Project Portfolio 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
Category Leaders

Project tracking and workflow management platform

Asana is a project portfolio management tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

monday.com, a Project Portfolio Management software, makes an ideal solution for project portfolio management with the ability to centralize your project portfolios. Easily visualize performance with multiple data views to determine the optimal project prioritization and sequencing to maximize ROI.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

Monitor all of your initiatives in one place. Portfolios is the mission control for everything you need to track in your business in ClickUp, from strategy to execution. Observe progress as it happens, set your business strategy, and keep everyone on the same page.

Read more about ClickUp

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

Simplify decisions with project portfolio management from Wrike. Assess at-risk projects, use powerful resource management, and gain project insights with customizable reports. Use automation to maximize your return and build your best portfolio yet.

Read more about Wrike

Users also considered
Float logo

Professional services automation software

Float.com is the top-rated solution for profitable resource management. Used by 4500+ of the best professional services teams globally, it gives Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. 

Read more about Float

Users also considered
Autodesk Forma logo

Construction management platform

Autodesk Forma provides best-in-class solutions to unite office and field teams throughout the entire project lifecycle. Connect workflows and collaborate securely from one single source of truth.

Autodesk Construction Cloud is now part of Autodesk Forma some resources may still use previous names.

Read more about Autodesk Forma

Users also considered
Adobe Workfront logo

Online enterprise work management software

Compare and evaluate projects within portfolios based on time, budget, resources, and alignment to strategic goals. Adobe Workfront includes portfolio optimization and business case tools that help organizations focus on the right work, as well as model and implement the most advantageous scenarios.

Read more about Adobe Workfront

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Teamwork.com logo

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is a versatile project portfolio management tool that helps organizations manage multiple projects successfully.

Read more about Zoho Projects

Users also considered
BigTime logo

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

BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

Read more about BigTime

Users also considered
Avaza logo

All-in-one, client-focused project management for teams.

Track projects through to their completion, and categorize and tag them as needed for easier reporting. Manage 100s of projects in one app.

Read more about Avaza

Users also considered
Birdview logo
Category Leaders

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
Prism PPM logo
Category Leaders

Cloud-based PPM for complete project portfolio management

Leading PPM and Project Management tool for PMOs. Top Gartner MQ rating. Gantt, Kanban, Resource Mgt, JIRA Sync, MSP Sync, & Dashboards.

Read more about Prism PPM

Users also considered
Project.co logo

Project Management, team collaboration, and task management

Project.co is a project management platform for team collaboration and communication. Users can create and work on multiple projects at once, generate invoices, share files, create task lists and timelines, assign role based permissions, create schedules and Kanban boards, and more.

Read more about Project.co

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

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
Quickbase logo

Dynamic work management and project platform

Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

Read more about Quickbase

Users also considered
Celoxis logo
Category Leaders

AI-enabled platform for streamlining project management

Celoxis, the #1 PPM software, combines robust project management capabilities with AI-driven features to help you plan, execute, and deliver projects efficiently. With centralized visibility, unique KPIs, and seamless scalability, Celoxis is your single source of truth for informed decision-making.

Read more about Celoxis

Users also considered
Scoro logo

Manage projects, resources, and finances in a single system

Fixed-fee, time and material to retainer projects. Manage your entire project portfolio within a single system from sales and planning to delivery and invoicing. Gain a real-time overview of results and ensure your projects make money.

Read more about Scoro

Users also considered
AssessTEAM logo

Free rollout. $2 per person. Pay-as-you-go. No contracts!

AssessTEAM project portfolio management delivers business intelligence reporting on your entire project portfolio. Time tracking tools are inbuilt for your team to seamlessly add time investment on the cloud or on our mobile apps. Current project costs up to the day show exact project margins.

Read more about AssessTEAM

Users also considered
ProWorkflow logo

Your go to platform for projects, task, and time management.

Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

Read more about ProWorkflow

Users also considered

Key features for Project Portfolio Management software

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

  • Multiple Projects: Reviewers appreciate centralized management and clear visibility across multiple projects, improving resource allocation and project prioritization. 98% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users value streamlined processes, visibility into tasks, and the ability to customize workflows to meet specific business needs. 97% of reviewers rated this feature as important or highly important.
  • Portfolio Management: Reviewers highlight comprehensive visibility, efficient resource management, and prioritization across various projects within the portfolio. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users find task tracking, prioritization, and automation helpful for maintaining organization, improving productivity, and ensuring timely completion of tasks. 94% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers emphasize detailed time and resource management, visibility into project progress, and collaboration on project schedules. 94% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users appreciate the capability to allocate timelines, prioritize tasks, and ensure projects are completed within expected timeframes. 92% of reviewers rated this feature as important or highly important.