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)

130 Reviews of Billy

 

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Software Advice Reviews (3)
More Reviews (127)

Showing 1-3 of 3

Anthony from Western
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Naming My Firstborn Child After this!

Ease-of-use

Functionality

Product Quality

Customer 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!

Review Source
 
 

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

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 127

Moira from Leapforce at home
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

Billy is better than the previous intern billy.

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Functionality

Product Quality

Ease-of-use
Usability
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Quality
Pros

Billy is a simple and easy to use accounting software. Billy allows files to be managed without having to deal with clunky, complicated interfaces. Billy is full of features that range from necessity to cant live without.

Cons

Billy has some minor bugs and glitches that show up once in a while, nothing concerning though.

Review Source: Capterra
 

Matt from New Focus Films
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Easy to use, Clean design, Efficient functionality

Ease-of-use

Functionality

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Customer Support

Value for Money

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Support

In general, Billy is great. It handles my needs seamlessly for invoicing clients and keeping track of everything. I haven't done taxes yet with it so I still have to see how well I can import the info into TurboTax.

Pros

I love how clean of design it is. After being bogged down by other programs for years, Billy does it best.

Cons

I wish that I could create a recurring expense and that there would be Zapier integration so I could link this with my proposal software.

Review Source: Capterra
 


November 2018

November 2018

Billy for private practice

Ease-of-use

Functionality

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Customer Support

Value for Money

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Great value and user friendly. Love how easy creating and sending invoices is!

Pros

Ease of use and many features. Good customer support and response time.

Cons

The Billy capture tool didn't always work.

Review Source: Capterra
 

Kelly from KMD Web Designs
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Helpful system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Very helpful and nice customer service

Pros

Brings my clients and work together in one accounting program.

Cons

takes a bit to learn unless you know accounting software. For someone who uses pen and paper, changing over was a little slower than I would expect.

Review Source: Capterra
 


November 2018

November 2018

Easy to use product, some missing features, but overall the company is heading in the right directio

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Functionality

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Support

Overall I've had good experience. Support is quick with responses and the rest is easy to use and figure out on your own.

Pros

If you need simple invoicing, this product works great. It's easy to use and set up.

Cons

Can't accept ACH payments from your clients yet.

Review Source: Capterra
 

Mayo from LBPP-LIA
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Fire Your Personal Finance Manager

Ease-of-use

Functionality

Product Quality

Value for Money

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

Billy helps you manage your personal finance with a fraction of a cost of a professional finance manager. It's intuitive and easy to use. It also available for mobile.

Cons

There's practically no bank integration for users in Asia. While the app is still functional without the integration, it would be nice for us not to be left out.

Review Source: Capterra
 

Brandon from gShift
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Billy the Smart Invoice Choice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Billy helped me invoice clients with recurring invoices and reporting on payments.

Pros

The interface is very friendly and they roll out new features regularly.

Cons

The cost was my only con. It is not super expensive but I do not have a lot of clients so can be hard to justify for a small freelancer.

Review Source: Capterra
 

Art from Art Remnet Smart Marketing Coach Mastermind Mentor
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Easy to use Accounting Foundation, Impressive Road Map

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Billy is a small business accounting lifesaver. I love how Billy saves me time in day-to-day operations and keeps me compliant with my books. My accountant even loves Billy (and she used to recommend that "books" software). Thank you Billy!

Pros

For the first time in 20+ years accounting is not a frustrating and overly expensive task. Billy has provided my companies a easy to use and nearly complete solution that does not cost a fortune or hold me hostage. Using Billy has saved me countless hours each month for the past 18 months. It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.

Cons

The only gotcha with Billy is their integration with PayPal accounts is not as clean as it could be. The company is on the right track and should have this issue resolved shortly. The support team at Billy has been fantastically helpful and understanding. They not only know accounting, they know how to help people.

Review Source: Capterra
 

Simon from SL Training and Development
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Billy review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Very positive experience with Billy, easy to use, regular updates on features and gets my invoicing done.

Pros

The ease of use within the platform is great, it enabled me to learn how to use it very quickly.

Cons

Nothing at the moment. I haven’t had any problems with Billy.

Review Source: Capterra
 

Yannick from NorthPro UG (haftungsbeschränkt)
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Easy to use & does everything you need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

- Very easy to use web interface
- Nice statistics, automatically calculates vat for tax return, informative dashboard

Cons

- Unfortunately my Bank isn’t supported yet
- Some more customization-options would be nice
- The API could be simplified
- No recurring expenses

Review Source: Capterra
 

Tom from Tom J Law
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Solid Accouting Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

The invoicing is easy and sleek. They look good and make it easy for clients to pay in seconds!

Cons

It's complicated – at least, it is for me! There are a lot of moving parts, and although there are helpful videos and tips explaining what each thing does, there's no deeper explanation of how they integrate and why it works like that, which often leaves me confused.

Review Source: Capterra
 

Michael from Tier 1 Cosulting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Trusted Platform, no frills, solid accounting.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

I love the multiple business interfaces, and overall sleek design.
Very minimal but sufficient.

Cons

Still waiting for Australian banking integration.

Review Source: Capterra
 


November 2018

November 2018

Accounting for Non-Accountants

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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Support

This helps me be more efficient and keep track of my accounts a bit better. I am still not utilizing all the features correctly or to their fullest but have hopes to get there. The key thing for me was being able to get up and going quickly and if not using all the features to at least have them more complex and dual entry accounting options available

Pros

I bought Billy because I needed an affordable, easy to use system for my Freelance business. This was easy enough for me to set up, includes room for me to grow with it's extended features and is something I can hand over to an accountant when I am ready. I love that I can collect payment from the invoice and take many forms of payment

Cons

I just an not a numbers accounting person and really dislike this stuff so I procrastinated on set up items that will help me and iddn't utilize help docs as much as I shoulda

Review Source: Capterra
 

Sandhya from Timeless Beauty Bar
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Great for a startup

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Good, but would only use for the beginning year or two of a startup. Definitely not for advanced features or book keeping.

Pros

The Billy software is very easy to use, pretty trivial.

Cons

Billy lacks a lot of features as the company grows and advances, also does not have an actual app that you can use from mobile device. It is very limited in its use to receipt captures only.

Review Source: Capterra
 


November 2018

November 2018

Love Billy

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

I love that this is a double- entry accounting platform. They have the ability to capture receipts and sync to my bank which is a HUGE plus. The ability to create recurring invoices is an added bonus for me as a solopreneur. Any aspect of time savings multiplied throughout my week and month is a great bonus.

Cons

The only downside for the software, for me, right now is their inability to auto=charge ACH drafts for recurring invoices. This would be a lifesaver for me for my retainer clients. Yes, they can pay via ACH, but for whatever reason none of my retainer clients have started paying that way. Any way we can make it easier for our Cilents to pay the better, and ACH would drastically reduce credit card fees.

Review Source: Capterra
 


November 2018

November 2018

Great Software for Entrepreneurs

Ease-of-use

Functionality

Product Quality

Value for Money

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Usability
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Functionality
Product Quality
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Value for Money
Value

It’s been a good experience thus far. They are continually making improvements to their software. (I’m excited to use the app!)

Pros

I like the ease and ability to keep my business finances in order. The dashboard is great along with the other features - being able to create invoices with a link for payment, profit/loss and balance sheets, and tax statements.

Cons

There is nothing I dislike about the software so far.

Review Source: Capterra
 


November 2018

November 2018

Better than quickbooks, but still not the best

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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Support

I've used quickbooks, freshbooks, xero. Billyapp does fill in the gap, but some extra features (mentioned in the cons) will make it #1

Pros

Simple and fully functional accounting & billing system that has multi-currency invoicing

Cons

Doesn't have recurring expenses, unable to generate customer statements, unable to apply a discount % or amount in an invoice.

Website is not mobile responsive.

app name "billyapp" sounds 'Naff', when i tell clients to check their email for our invoicing system sent from "billapp"...

Could I use my own custom domain or you use another domain to send emails?

Review Source: Capterra

  Response: Billy, Billy's Billing Corp.

Date: November 2018

November 2018

 

You are able to create customer statements and apply discounts to invoices. Please contact our support for help.

 

Kyle from Williams Trailer Center
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Definitely great for small businesses!

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
Value
Support
Pros

Very easy to use
Low monthly fee
Great customer service
Quick upload receipts feature which allows for quick expense records
Professional invoices
Easy to add discounts and corrections on invoices

Cons

It is a little 1 dimensional and lacks a bit of features

Review Source: Capterra
 

Leann from Comtech Digital
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Review of Billy

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

I think overall everything has been easy to use and works with fianaces and keeping everything organized.

Cons

I don't like how there is not a recurring charge for clients. Makes it difficult to not be able to charge a recurring fee.

Review Source: Capterra
 


November 2018

November 2018

Invoice Your Clients With Ease

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

An intuitive interface which made the software very easy to use. I also liked the fact that I could email the clients right from the dashboard itself. Customer support is great too. I had two minor issues and they were resolved by the end of the business day.

Cons

Nothing I did not like. I think it's great software for a small or medium sized business like mine.

Review Source: Capterra