Billy Software


 

Billy is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.

Other features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.

Billy also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.

Pricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.

 

Billy - Dashboard
 
  • Billy - Dashboard
    Dashboard
  • Billy - Invoice reminder
    Invoice reminder
  • Billy - Invoice
    Invoice
Supported Operating System(s):
Web browser (OS agnostic)

40 Reviews of Billy

 

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Software Advice Reviews (1)
More Reviews (39)

Showing 1-1 of 1

Matthew from Matthew Rupp Consulting
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Customer service was terrible. Very frustrating. Tried hard to make it work for several days

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Looks pretty. Wish I could have used it. Looks amazing from the surface. Customer support was terrible.

Cons

I don't know WHEN I have more frustrated with a companies 'service'. VERY frustrated. I was excited about this deal and jumped right on it. I tried syncing with my Cap One Spark business account (from my phone) and it didn't work so I emailed asking if this really wasn't an option. I got a list of 9501 banks emailed to me NOT in alphabetical order. What am I supposed to do with that?

I tried the chat option and explained when I added my cap one account it pulled in my PERSONAL banking details and not my business accounts which made no sense. They told me to talk to cap one, which I did.

Then I tried adding my business account info again and it kept reverting back to my previously synched personal accounts. Frustrating. So I went ahead and added my personal bill account and then deleting it and hoping that would work. Nope.

I tried calling over and over and it was always busy. They take forever to respond on chat and were not helpful at all. I finally got ahold of them and they said they dont have phone support.

Free support
Email: support@billyapp.com
Phone: (800) 241-7365
Help center: www.billyapp.com/support

That's right on the dashboard when new users sign in. I get ahold of them via chat and Joshua suggesting 'bombing' the account and starting over which I did. He said 24 hours later I could try again and hopefully it would work that time. Even though nobody did anything to help it work the next time but maybe so.

Here we are over 24 hours later and, of course, it pulls up my personal (not business) info.

I give up. Incredibly frustrated by the terrible response, being sent a list of 10k sites to dig through, being given a number they DON'T answer, having chat and not being very available.

 
 
 
Showing 1-20 of 39

Angelos from ASP SFAKIANAKIS
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

I have "install" Billy to my clients. No worries from then!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Loyalty from my clients, Easy access to help and advice them for they everyday matters.
Clean data with easy exports for further analysis.

Pros

Simplicity, clean interface and free customizing of Chart of accounts.
Lot options for exporting in xls format (i love excel).

Cons

It have some minor things about local settings and shortcuts but it minor things! Thanks to friendly support i don't worry.

Source: Capterra
 

Karan from Arizona State University

June 2017

June 2017

Easiest to use software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Since it is designed by freelancers, it is really convenient to use. Has so many features that are extremely useful for my accounting needs.

Cons

The application needs some improvements since it is just on the novice stage. But it serves all the basic needs of any freelance accountant.

Source: Capterra
 

Brian from Creative Machining Concepts
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

bad

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to get started although customer support seems to be nonexistent.

Cons

I've tried contacting customer support for the last week via phone,email, and chat and no one responds!

Source: Capterra
 

Lindsay from LRK
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Easy to use and set up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm able to view my invoices from any computer and don't have to search for them

Pros

I love that I am able to add images to the invoices is a great feature and having the picture there makes it easier to look up the cost of an item if I ever need to use it again.

Cons

I wish you were able to see if and when the client opened the invoice. I had a few clients tell me they did not receive the invoice. They did eventually find the email after I had them check their spam folder.

Source: Capterra
 

Keith from TaZa Design, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Billy is just the software we need for our small business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Accepting credit card payments from customers via Stripe.

Pros

We enjoy the simplicity of the Billy software. The ability to invoice customers and give them options on paying their invoices Has made this process easy. We do not need to sign up with a merchant account service.

Cons

The reconciliation part of Billy is a bit cumbersome and difficult to learn. I believe a little more use and learning will make this easier.

Source: Capterra
 

Francis from PT Studio
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

good experience while using

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software is quite easy to input a invoice or expense. UX is very friendly to me, and I like the user interface.

Cons

The software is not compatible with Chinese. Furthermore the tax policy is not same as Taiwanese tax policy. It's really such a shame.

Source: Capterra
 

John from Peninsula Urban Forestry
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great and cheap but I'd rather pay a bit more to have better customer management tools.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy and quick to use.

Pros

Easy to use. No real software learning required. Keeps track of my invoices easily. I'm not sure what else to say???

Cons

Customer management has incredibly limited options. We have customers with multiple addresses etc. No customer note field. Email invoices to more than one email at a time.

Source: Capterra
 

Patricia from Rivera Accounting and Tax Services
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

For a new accounting software it is pretty good and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Low cost

Pros

I like the display and easy to use format of the software. IT is not over whelming and makes it easy to slowly learn how to get around

Cons

honestly I am so use to QB that they i use that judge other software and sometime I can't find something since its listed differently here. But that is no fault of thiers

Source: Capterra
 

Cheri from Cheri Anderson, LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

I love using Billy to track my expenses and manage invoicing. The customer service has been amazing!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Efficiency, more tools/resources to manage my accounting more thoroughly

Pros

It's very easy to use. It has all the features I need to successfully manage my accounting, it even helps me to manage it more accurately and efficiently. I have to say the customer service is exceptional and they helped make the transition from QB to Billy seamless.

Cons

Sometimes there are a few extra steps to enter data that I'm not used to but once I learn the flow, it's pretty easy.

Source: Capterra
 

Paul from SimpleKraft
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Good service, easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Simplification of the accounting process

Pros

The simplicity of use. The interface is intuitive, I like the invoices generated clean and sleek design.

Cons

The price is a bit high for my current use. Wish could get ability to generate receipts or send invoices marked as paid

Source: Capterra
 

Angelos from ASP Sfakianakis
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great, Eaysy of Use with great Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to customize, The posibilities of importing exproting and reporting. You can create clients or codes from anywhere throught everyday transactions

Cons

Some option to create auto journals or deletion of records. Some issues with local date setup. But in general is very good tool.

Source: Capterra
 

Annaliese from Larkspur Cleaning LLC

May 2017

May 2017

This software is easy to use, navigate through, user friendly for creating personal business info!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software is easy to use, navigate through, user friendly for creating personal business infomation!

Source: Capterra
 

Ankit from Om sai travel
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Superb accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Credit and debit and expense on 1st page and balance sheet too and manage like you and mail invoice

Source: Capterra
 

Angela from 3 Charm Studio
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Overall I really like working with it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Smoother accounting process, and I'd assume a better experience for my accountant next year!

Pros

I like that I can easily see open invoices, and when things are due to be paid. I also love being able to track my expenses, and that everything is in 1 place vs. several spread sheets.

Cons

When I try to search invoices by number, for instance, the information collapses onto itself and I can't read unless I refresh every time. Could this be a Mac bug? Not sure if anyone else has mentioned. I also use in Chrome, so maybe I'll try another browser.

Source: Capterra
 

Joshua from Reflective Brands
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Easy to use, yet feature rich.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy to use and helps organize my finances.

Pros

Simple, efficient, and powerful web based software. I enjoy using Billy. Gives my business an extra layer of professionalism with little effort.

Cons

There seems to be an issue setting up EFT when using smaller banks like credit unions. Other then this I have not run into any problems.

Source: Capterra
 

Marina from Marina Kosoy CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Perfect for simple, repetitive billings

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy tracking of paid & unpaid bills

Pros

Ease of use- quick customer set up for both companies & individuals as well as easy products billing codes set up

Cons

When emailing a bill, Can't customize the email wording when to have several pre-set templates, i.e.; 2nd notice wording, monthly, quarterly, annual bill, different salutations, etc

Source: Capterra
 

Bevan from Webspring
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Easy accounting for right brain thinkers....

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As a graphic / web designer using my left brain is tough, so accounting certainly does not come easy. Our rep makes it so easy for me. It's super pretty interface presents the right information in the right places - which is probably why right brain thinkers like me love it!

Pros

Recurring invoices

Cons

There are one or 2 features I'd like to see.

1) I'd like the recurring billing to recognize any price increase etc made in your inventory.

2) Would like the 'Description' included in the table view.

Advice to Others

1) I'd like the recurring billing to recognize any price increase etc made in your inventory.

2) Would like the 'Description' included in the table view.

Source: Capterra
 

Seanece from FoCasions

April 2017

April 2017

Billy is Awesome

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Was looking for something easy to use and wasn't too expensive to keep track of my small home business accounting. Found Billy and my problems are solved.

Source: Capterra
 

Tyler from Mount Airy Computers
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Billy is great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Billy is a great service to use for small business, we use it for invoices and billing our customers. Its really easy to use and get setup. I just wish they had apps for iOS and Android.

Pros

Its easy to use and my other employees can use it with ease

Cons

There doesn't seem to be a mobile app to use for this service. My previous financial management software had an app we could use.

Source: Capterra
 

Cory from RD Hair

April 2017

April 2017

Awesome accounting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very easy to use, affordable, does exactly what I need it to do. I can access the software from any computer, anywhere.

Source: Capterra