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.

Supported Operating System(s):
Web browser (OS agnostic)

80 Reviews of Billy

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  • Edward from Hong Kong Baptist University

    July 2018

    Billing Clients made Simple and Easy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I just love Billy. The name is great. The interface design is great. And it is easy to generate and track invoices.

    Pros

    Billy has such a memorable name yes, it is for billing. I love the ease of creating invoices and Billy does the hard job of accounting and tracking. Plus,

    Cons

    New features are rolling out too slow. Perhaps, I live in a place where there is no sale tax. However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jan from Professional Web Strategies

    June 2018

    Easy to use, convenient for both me and my clients

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Simple, reliable online software for generating attractive, professional invoices. Makes it easy for clients to pay by credit card or check. I've only had, at most, one occasion to call upon customer service, and when I did, their support did a good job. Saves time and mental bandwidth taking care of billing.

    Pros

    Attractive, easy-to-generate invoices that clients can pay through Stripe. Just for the record (neither positive nor negative), I choose not to use the accounting features of Billy. I prefer my own system for that.

    Cons

    I wish there were a better system for message templates, but I use a text expander software instead of the templates and am quite happy with the outcome.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Ashley from Leadership Lady

    May 2018

    Great software that I see will help as I scale my small business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software was easy to use in my review of a product.

    Pros

    Billy comes with dashboard that allows you to see major components in one space. It is very user-friendly so if you are not that tech- say no need to worry. Key features are highlighted along the left side of the screen with easy access.

    I am a fan of the invoicing features for a few reasons. First you can create a one-tine invoice or recurring invoices. You can create and input products and prices. I love the feature that allows you to print or create a PDF. Customers can pay right through the PDF you send. (I'm not sure just yet what they see on their end, but I do like that this option is there for them.)

    The Help area is pretty nice as well. There is a chat feature. It lets you know if someone is available or away, but there is also a library of articles with topics that you need assistance with.

    Cons

    I would like to see some type of PayPal integration. I wonder if there is an option or demo that allows us to see what the customer sees from his or her perspective.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Anthony from Western

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    May 2018

    Naming My Firstborn Child After this!

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

    Billy has been an unbelievable asset to our company and we can not say enough great things about this product.

    Cons

    If saving your time and your money is a con that would be the only bad thing that I could say about Billy!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jody Smith from UCLA Health

    May 2018

    Truly easy accounting software to operate

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I can run my business basically by myself

    Pros

    I like because you can send recurring invoices and quotes and have your bank accounts in accounting all in one

    Cons

    Haven't really found anything that I like least about it but I am working to learn more about the app but it is easy to comprehend

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Stephanie from Golden Eko

    Number of employees: 11-50 employees

    May 2018

    Billy has some limitations compared to similar tools but it gets the job done.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It has improved and streamline my book keeping with little manual work every week.

    Pros

    Pretty simple app and user-friendly layout, easy to use and understand if you go through the videos! I also like the custom invoices and ability to track multiple currencies!

    Cons

    Tracking and bank syncing is limited and not as straight forward as other tools I have used before like quickbooks unfortunately.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Niki from Spectacle Marketing

    May 2018

    I'm trying Billy out for my new consulting business.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It's a beautiful app, and is really easy to use and understand! Very intuitive and user-friendly. And, it's customizable!

    Cons

    It's a little harder than Quickbooks to link my bank to this software - or, at least I would love to have PayPal as an option for a payout.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Carolyn from Self-Employed

    May 2018

    An accounting tool with a lot of potential

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

    First and foremost, I really appreciate that the development team are working so hard to make their users happy and constantly improve this tool.

    I purchased this tool last summer during an Appsumo sale knowing that I would probably need to wait a little while to implement Billy into my business. At the time, it didn't offer features that I required for invoicing, tax management and bookkeeping.

    I implemented this tool a little over a month ago and have been fairly happy since then. The dashboard is easy to navigate and once I got the hang of how to properly account for multiple currencies it was even easier.

    I've reached out several times to support and have typically received prompt responses, though they are not always helpful (received links to help pages without images or tutorial videos that definitely used to have those support tools embedded). As with most support teams, patience is important.

    Overall, I think Billy has the potential to be a really great small biz accounting tool and I've decided to stick around because of this. My plan is to reassess the software and how it is meeting my needs at the end of 2018 and decide if this is still the right fit for my business.

    Cons

    I really, really need the ability to add and track multiple tax lines. I'm in the process of figuring out a workaround, but it will likely mean tracking some of my income through a separate tool.

    I also wish that the weekly office hour meetings (or a summary) could be made available in an archive for those that can't attend.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Switched from Quickbooks online, super simple and far less buggy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Saves me time and has far less bugs than Quickbooks Online. Easier to use and understand.

    Pros

    This software is extremely easy to use and understand. Unlike Quickbooks online I'm able to understand the settings and what I'm doing and why. It's far easier, but best of all, not full of bugs!

    Cons

    The one issue I run into is the automation with my bank is not nearly as good as with Quickbooks. Quickbooks would be able to automatically track income and expenses and sort them in the right categories. I can't seem to figure this out in Billy.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sunil from Nilgiri Social

    May 2018

    Took over all our accounting processes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easy accounting

    Pros

    The tool is fully customizable. Everything can be changed and modified to fit your business.

    Their customer support is amazing.

    Cons

    There was some hassle to find stuff that we wanted to alter on the tool. We got ir figured out after talking to support. If we could have found a way how go do it, it would have been a lot faster.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jakki from HER Elite Investments

    April 2018

    My experience with Billy has been great, anytime I had an issue or a question they're on it.

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

    Very friendly, easy & comfortable to use and love the support team. If you need any help getting your books setup, the onboarding team is AWESOME!

    Cons

    Would like to be able to use PayPal as another option of payment, other then that I don't have anything else at this time.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Trevor from Graphic Art

    Number of employees: 2-10 employees

    April 2018

    For someone who struggles to keep the books, Billy became my new best friend overnight.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Joy beyond belief, My accounting and bookkeeping skills were causing me a nightmare, now, I actually sleep better knowing I'm on track, the product is awesome.

    Pros

    The Income and expense overview - I always know where my money is and isn't, Creating Invoices is almost too easy, just enter the details, generate a PDF (with your company logo on), and email to the customer, done and dusted. Bills, scan, upload, everything in date order, I always know whatI've had to pay out, and to which customer to deliver their final invoice.
    Top customers and Top vendors, AWESOME feature, s much information from these two tools can be streamlined, who is happiest with what I do, who do I need to check in with so I don't lose a client, cost per vendor, find a cheaper better way to save money, yet maintain the same level of service I've personally come to expect, always streamlining :)
    Seriously, this is the greatest app in my arsenal, don't believe me, TRY IT FOR YOURSELVES, Billy really does deserve a 10 star rating.

    Cons

    There are two things (one I know is happening), and one that would just be a cherry on the cake. The first is currently no way to link UK bank accounts, although I've been told that will appear hopefully Q2 this year, the only other feature I feel is needed, is a personal diary/journal & a personal calendar. I do a lot of meetings, it would be great to integrate new clients and their idea's from the initial meeting as part of the historical process and the calendar because it's always a useful tool to share information with to whoever is working with you. There the only things that for me would make Billy the ultimate app for anyone.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sam from Sprague Media, LLC

    Number of employees: 2-10 employees

    April 2018

    Basic accounting software

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

    Billy is a basic account software that is easy to use and get setup. Nothing crazy involved with getting everything prepped and ready to go.

    Cons

    It has limitations as far as what it can do, and Billy has limited integrations. If you are needing something bigger, this may not be for you. Unless you are a zapier savant.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gary from Growth Dynasty

    April 2018

    Has excellent potential but still has some way to go!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It makes complex accounting simple.

    Pros

    Billy provides a simple solution for accounting that is specifically designed for freelancers and agencies. It has a great user interface and is very easy to use. It is solid and I have never had a problem with.

    Cons

    The fact that key features have taken so long to evolve. I am talking about no PayPal integration and the fact that bank syncing has only just arrived in my country. The most annoying thing is that whilst key features are lagging behind the team are investing users money in having season Billy logos designed, which quite frankly is ridiculous. Their community management needs work as well.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Elizabeth from YogaBossBabe

    April 2018

    Love Billy App!

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

    I love how easy it is to use and the functionality of the software. It is very intuitive and it has all the reports my accountant needs.

    Cons

    They have an app where you can upload or send your receipts into your account. However they lack a real app where you can do things on-the-go.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Andres from Golden Eko Inc

    April 2018

    Nothing special but gets the job done, I wish it was better since it has potential

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

    works as advertised, syncs with my bank and keeps my invoices in one place. also my CPA loves that I use a tool since it makes her life easier.

    Cons

    Don't really like their UX, needs a lot of work and better design for easy usability and performance.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from VipDL

    Number of employees: 2-10 employees

    April 2018

    Very simple and no fluff Saas product. It's enjoyable to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The transfer from paying higher with Quickbooks. Saves us money.

    Pros

    Simple, straightforward. Some Saas products are to bloated and end up confusing. Billy keeps the basics in front of you and accessible. Intuitive to use.

    Cons

    Not as many integrations yet, however I don't use those. Just looking for the negatives to say. ;)

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rob from Weave Together

    March 2018

    Easy to set up, easy to use simple finance management.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Simple management of my personal work finances.

    Pros

    It was so simple to set up. No signing forms and faxing them off, just link to your bank and your transactions appear, start coding them and issuing invoices.

    Cons

    This is hard to answer, it's not for complex organisations and I don't think it's lacking in any way for a single person or small organisation.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    Great experience. In love using Billy to send invoices to my clients.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My company finances are more organized after I start using Billy.

    Pros

    Billy is an accounting system very easy to use but at the same time it has all the advanced features a company need in a app like this one.

    Cons

    I dd not find the reports to be very advanced but for sure most of people does not need it as I came from Quickbooks/

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Leah from LP Productions LLC - Social Media Management

    March 2018

    Billy has been a great choice for managing my books.

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

    I like how easy it is to figure things out in Billy. I also like that things are customizable because I have more than one business that I send invoices for.

    Cons

    I don't like that it takes a few days for us to have money deposited into our account. I would like the option to use PayPal as a processor as well

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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