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.

Dashboard
Dashboard
Dashboard
Invoice reminder
Invoice reminder
Invoice
Invoice

Supported Operating System(s):

Web browser (OS agnostic)



87 Reviews of Billy

Overall rating

4.5 / 5 stars

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Elisa from eStudios

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Good product

Great software for start up or small businesses!

Pros

Billy is a great hassle free accounting app. It is very easy to use and becomes more intuitive as you use it.

Cons

It is very limited for a growing business that will eventually need more comprehensive accounting reports.

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Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Easy to send invoices

Pros

Billy makes it very easy to send invoices to customers.

Cons

Unfortunately the price sometimes is high for us as we do not have many customers a month/year

Yuma from Semiconductors

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

October 2018

Billy is getting better and better

Very supportive CEO and community. I don't think you can find an atmosphere and community for other accounting software.

Pros

The CEO is friendly and supportive. He really wants small business owners to succeed in business.

Cons

The double-entry could be a little better. Prefer to have less friction and time to confirm the entry.

Nate from Growth|Media

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Simple Invoicing

5/10. It works, it's simple, but it doesn't give me all the option and tools that I would like when it comes to integrating and designing invoices. They just don't match up with the design scheme of my company and because of that, we have switched services, although it should be said, it's been a lot higher of a learning curve with more the complex platforms we've switched to.

Pros

A basic, fairly easy to use platform for creating and managing invoices. It's utility is fine, it does allow my clients to pay us through their invoices. It's because of this, that I give it a mediocre rating. However, I think there is room for improvement.

Cons

This app lacks the design and integration capabilities of its competitors and they seem to have been experiencing some growing pains lately. The templates are basic and allow for minimal changes in font, some color, and logo changes; that is about it though.

Our company uses sales decks to issue quotes for projects and it would be great if I could integrate billy invoices into that, however design compatibility aside, billy invoices can only be structured vertically, not horizontally, which is how our deck are orientated. We've also experienced some glitches in notifications and connections to stripe, which is the processor they use.

Response: Billy, Billy's Billing Corp.

September 2018

Hi Nate, Thanks for your honest review. You are right that we are simpler than some of our competitors (though not any less powerful!). This is how we keep our costs low and our prices low for new entrepreneurs. It also helps small businesses who don't have accountants keep their books organized on a budget. I am sorry that our invoice designs didn't work out for you. It sounds like you have a design focused business and I can understand the need to have even more control over how your invoices look. Our invoice templates are clean and elegant and very customizable for most small businesses with levers for font type, color and style as well as logo placement and even background colors. Thanks again for giving us a try and best of luck with your business! -The Billy Team

James from RocketstarMedia

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

September 2018

An Amazing Alternative to Other Accounting Programs

I have really simplified my workflow using Billy. It's been a great tool to use to set up recurring invoices for some of my clients.

Pros

What I like the most about Billy is the ease of use. It's simple to get started and get your bank accounts set up and create invoices, quotes, etc.

Cons

What I like the least about this software is that I have two businesses that I use Billy with and because it's cloud based I have to log into two differnt accounts, one with chrome and the other with firefox. It makes it complicated if you have more than one business as you will need different log-ins and subscriptions. It would be awesome if they could expand it to contain multiple businesses with the ability to simply click on the business name and change to another business.

Response: Billy, Billy's Billing Corp.

September 2018

Hi James, You can actually have one account with multiple organizations. With that setup, you can have one login for all of your orgs. Please contact our support to help you set that up.

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Accounting tool for non accountants

Great experience. Especially after trying other similar products which are not as intuitive.

Pros

The UX is made for non accountants which is great. You intuitively understand where to click and how to do the different processes and the customer support is fantastic.

Cons

The accountants don't like it. This is a con in a world where the accountants often decide what software to use in their domain. The problem is apparently that some of the features are built in a way where you can mingle around with the accounting so the balance in accounting terms does not fit. Would recommend the product for smaller companies, but once you grow bigger it is harder to use.

Scott from Choice Solutions

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Best Online Invoice Maker

We first started using the free version and eventually moved to the paid version and are very happy with how it has worked. We are able to create invoices outside of the office on the road and accept payments online.

Pros

This was quick to set up​ and add customers and products.

Cons

The invoice template is hard to change and hard to customize.

Edward from Hong Kong Baptist University

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Billing Clients made Simple and Easy

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.

Jan from Professional Web Strategies

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Easy to use, convenient for both me and my clients

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.

Ashley from Leadership Lady

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Anthony from Western

Specialty:  Software / Technology

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Naming My Firstborn Child After this!

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!

Jody Smith from UCLA Health

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Truly easy accounting software to operate

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

Stephanie from Golden Eko

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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.

Niki from Spectacle Marketing

Ease-of-use

Customer support

Functionality

May 2018

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

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.

Carolyn from Self-Employed

Ease-of-use

Value for money

Customer support

Functionality

May 2018

An accounting tool with a lot of potential

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.

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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Switched from Quickbooks online, super simple and far less buggy

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.

Sunil from Nilgiri Social

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Took over all our accounting processes

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.

Jakki from HER Elite Investments

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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.

Trevor from Graphic Art

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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.

Response: Billy, Billy's Billing Corp.

September 2018

Hi Trevor, We just updated our bank technology and will likely support your UK bank. Please try to connect it again. -Billy

Sam from Sprague Media, LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Basic accounting software

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.


Displaying 1 - 20 of 87 reviews