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)

59 Reviews of Billy

 

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Software Advice Reviews (2)
More Reviews (57)

Showing 1-2 of 2

Katie from Shared Culture Concepts
Specialty: Marketing Services
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Billy is wonderful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The design of it, and how easy it is to use. Also their customer service is amazing. They are very responsive.

Cons

It's still somewhat new, so they are still rolling out features that we are looking forward to. We are waiting on a few in particular.

Review Source
 
 

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

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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.

 
 
 
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Debby from Beachwood Buzz

February 2018

February 2018

I'm new to Billy and the customer support is excellent. Creating invoices is also a breeze.

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When there was an issue, customer service was great in explaining. Invoice numbers can't be used how I used to use them... but once I start to make deposits into the account, it was explained that the invoice numbers will not be as important as they were with my last system.

Pros

Everything I've tried so far! My invoices look much more professional than they did on the previous program I was using. I also converted to email invoices vs. snail mail.

Review Source: Capterra
 

Andrew from The Knowledge Management Group Inc.

November 2017

November 2017

The on-boarding service is a great way to get up and running in no-time!

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Value for Money

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All my receipts are organized in one place. That means I can have my expense checks issued in a timely manner and not as a lump sum payment at year-end!

Pros

I can now send my receipts by email, use the Billy App or drag and drop my receipts from my computer. Also, linking my Credit Card lets me reconcile those receipts so I can stay on top of my expenses quickly. I no longer need to track down a book-keeper to get things organized and ready for my accountant during tax season!

Cons

When you take a photo of a receipt, using the Billy App for Android or iPhone, a cropping feature would be great.

Review Source: Capterra
 

Supraket from SiMPLe By Supraket

November 2017

November 2017

As a freelancer, this App has given me almost everything I wanted to manage my accounts section!

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Functionality

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Ease of creating quotes and invoicing.

Pros

The UI and ease of use. It's very simple, intuitive and up to the mark design, and a newcomer will not face any issue finding something.

Cons

Not really sure on this one, but probably a short 'more info' popups right over there, rather than going to the help/support page and reading about it.

Review Source: Capterra
 


November 2017

November 2017

Fantastic. The competitors can't keep up.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

The best thing about Billy is the ease of use. Now usually ease of use means "it doesn't do much."
WRONG, this is a powerful bookkeeping program. I recommend it to all my clients. You could invest more in other programs, spend time trying to figure them out, set it up wrong, pay a consultant and then only use a small portion of it, but with Billy you can do it all. (If you want they have a list of accountants and bookkeepers who use Billy and can help - but you won't need their help.)

The other big PRO is that this software is rapidly and constantly improving.

Additionally, they have a community of users who are very active in helping one another. This community also provides suggestions on how the software can improve and Billy listens. Go ask for improvements with any competing accounting software packages and you¿ll find you¿re wasting your time. Billy listens and then acts.

Bottom Line: If you are an entrepreneur you don't want to waste time or money get Billy. You don't want your employees to waste time or money get Billy. If you want to keep track of your money get Billy. If you have time or money to waste get some other program and THEN when that doesn't work like you wanted it to get Billy.

Cons

The one thing that I like least about Billy is that they don't connect with every bank. Granted, I use a small regional bank, but it is my bank and I get special treatment at my bank. I'm not going to give up Billy just because it doesn't (yet) interact with my bank.

Review Source: Capterra
 

Gerry from Howetek Creative
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

A simple and intuitive way to collect money from your clients.

Ease-of-use

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Easy to collect payments from clients. It's as simple as that.

Pros

Very easy to use software, intuitive, and has a great UI. You can even see when a client has viewed your invoice.

Cons

There is not much I don't like about the software other than it needs more payment options. I like Stripe but I would love the option to use PayPal with some clients.

Review Source: Capterra
 


November 2017

November 2017

Great so far!

Ease-of-use

Functionality

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Support

FWIW - I've already recommended the software to some friends. To my surprise, Billy makes my bookkeeping ...well... almost fun! :)

Pros

For me it's been cheaper and more fun than Quickbooks. I really appreciate how the Billy team is trying to provide positive reinforcement to use the product and keep on top of the details with Billy!

Cons

I may need to do annual reconciliation with Quickbooks to work with others (eg - accountant etc). So far it looks like that may run per year. Would like to see that cost come down.

Review Source: Capterra
 

Robert from Accurate InTel
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

I use Billy for my Accounting. Bills in, Bills out

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Great interface and reporting. Syncs with all the bank accounts I need it to. Great support team. They offer add-ons to help you understand your bookkeeping

Cons

Missing some features.
Ability to accept partial payment
Bank Transfers through Billy
Some issues with Stripe

All are being worked on

Review Source: GetApp
 


October 2017

October 2017

Intuitive, easy to use, multi currency, good invoice tool, iPhone app for expenses.

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Functionality

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Customer Support

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Clear breakdown of parts of review.

Pros

Clear, simple interface, Multi currency, all I need to run my freelancing business with international clients.

Cons

There is a knowledgebase, but it's sometime hard to find the specific answer I'm looking for. However, most questions I have are simple general accounting questions, and answers can be found online via Google.

Review Source: Capterra
 

Isaiah from Wazoo Leads

October 2017

October 2017

Core Of My Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I can really see how my business is doing, what my profit margins are and where I can adjust certain things. I run a lead generation business out of my home, and before I wasn't quite aware of how much was going out and how much I was bringing in, Once I got billy I could easily see where I could cut some unneeded expenses.

Cons

I would love to integrate the invoicing with my call tracking system (analytic call tracking) like ninja invoice can do with zapier. That would be great

Review Source: Capterra
 


October 2017

October 2017

Potential but bad team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Ease of billing but since it lacks some integrations, it is not useful at the moment.

Pros

I like the capabilities and customizations but they're team is not capable of taking this software to the next level.

Cons

The dev team and management. Not willing to take constructive criticism thus not allowing the app to grow to full potential, so it lacks crucial features and integrations.

Review Source: Capterra

  Response: Billy, Billy

Date: October 2017

October 2017

 

Hi Chris, thanks for your comment. Thanks for giving Billy a try. I am sorry that Billy isn't a good fit for you at the moment.

I can assure you that our team is working hard to build Billy's capabilities. We take user feedback as gold and consider every useful suggestion.

Thanks,
The Billy Team

 

Ed from Healthcare
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

A simple solution that inexpensively provides all the functionality of the big guys

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

I really like the electronic invoice transmittal - it adds a lot of validity to my company, as does the ability to pay electronically.

Pros

Billy is very easy to use, with lots of tutorials to help you set it up correctly, the first time.
As a cloud-based solution, it can be accessed from anywhere, on any platform.
It has all the functionality needed in an accounting platform, at a very inexpensive price.
The team is constantly developing/tweaking areas within the application, providing even more functionality while making it even easier to use.

Review Source: Capterra
 

Steven from Hire SEO Manager
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Really A no brainer if you need to invoice customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Makes the thing I like to do the least bearable and quick

Pros

Ease of use and small learning curve. LOve the ability to collect payments through credit card and reconciles with my bank account for PL

Cons

None except I can send an automated invoice but can't-do automated charge. Not the software fault just would be one more nice thing to have.

Review Source: Capterra
 

Jeremy from EM Global, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

I have been using Billy for about 2 weeks and I love it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

This software was used for invoicing our clients and managing expenses. We are transitioning (slowly but surely) to only using this for all our invoicing needs.

Pros

I like how you can setup accounts for your employees to log in to send invoices, This software allows you to setup recurring monthly invoicing (which is awesome). You can upload your receipts and keep track of expenses all in the same app.

Cons

The invoicing can be a bit of a hassle until you get all the items input into the system. But, it does work great. I can't update my banking information yet. I contacted support and they are aware of the issue with my bank, and they are getting it fixed and said in October it should be up and running. This is a new company and I do love the platform so I don't mind. I think this was a great investment for my business.

Review Source: Capterra
 

Joshua from Reflective Brands

July 2017

July 2017

Solid, easy to use, and reliable billing system

Ease-of-use

Functionality

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It works really well, was easy to setup, and has helped create more of a professional feel to my small company.

Pros

Billy is incredibly simple to use and creates professional invoices/payment system. I can easily maintain all of my businesses billing needs.

Cons

Might not be as feature rich as a system like quick books. There is a certain about of cost of goods tracking that I can tell would be more complicated using billy.

Review Source: Capterra
 

Leonardo from Pine3Media
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Accounting is boring... not with Billy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Made my life way easier when doing business in multiple Countries. Accounting is a serious thing, and Billy is used by many companies.

Pros

Ok, I got this software to help our company with our accounting. We have clients in multiple countries and with different currencies, so Billy is super easy to use and if you need the support is fast.

Billy is also a double entry software, which means its fully compliant with the rules of accountant.
I know, accounting is boring, but at least with Billy can be easy.

Cons

One thing that bothers me is the lack of recurrent charges. They do have recurrent invoices capabilities, but the recurrent charges would be an awesome add-on.

They said they will add it, if they really do, the software will have ALL an entrepreneur needs to keep things by the book:)

Review Source: Capterra
 

Woody from Intricate Web LLC
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Intuitive / easy to use, enforces good billing/accounting practices and produces beautiful invoices.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

The price and functionality. It streamlined my billing and organized the products I bill for which gives me a great way to organize my business. I's the no hassle billing/expenses accounting software I needed after tying the bloated/expensive enterprise offerings. Reconciling payments and expenses is a breeze .

Follow their workflow for clean & reconciled bookkeeping.

Review Source: Capterra
 

Florian Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

unusable in my country

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Pros

clean and easy to use interface. functionalty wouldnt be bad. support is reacting and friendly. page is loading fast.

Cons

wouldn´t be that bad. but at the moment it´s only english and danish. so in most countries the invoices won´t count. problem is that you cant change most of the invoice text fields. change VAT to Ust ... for example. but lets see whats happening in the next months

Review Source: GetApp
 

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

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Value for Money

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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.

Review Source: Capterra
 

Cammy from Projectnfinity

June 2017

June 2017

Billy, my online accountant.

Ease-of-use

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Pros

They support all major currencies, and some international banks. Have to request if your bank isn't supported.
All transaction fees are with the payment processor you use, either Paypal or Strip.

Cons

Doesn't seem Cannot change the VAT value to suit different country.
No language translations.
No paypal payments... only Stripe is available.

Review 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
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Value for Money
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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.

Review Source: Capterra