Billy Software

4.46 / 5 (140)

About Billy


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.



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Supported Operating System(s):

Web browser (OS agnostic)

140 Reviews of Billy

Average User Ratings

Overall

4.46 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(83)

4 stars

(42)

3 stars

(12)

2 stars

(2)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 140 reviews

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March 2019

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3.0

Customer support

3.0

Functionality

3.0

March 2019

Billy vs Freshbooks

Overall, I am using Billy because of the lifetime deal I have for it. It provides a substantial savings over the monthly cost for Freshbooks. However, without the features, workflow, and integrations that I have come to rely on for my business, I make up for the cost with my time (or a less efficient business). For the cost, I can't complain and even then, Billy really is a nice piece of software for managing quotes, invoicing, and payments.

Pros

I purchased a lifetime deal of Billy through AppSumo, which is really the only reason I am using it. Admittedly, my experience with Billy is colored by me being a longtime user of Freshbooks (which I was very happy with!), so perhaps I had a set of expectations coming into Billy. That being said, Billy is a nice software that gets the job done. They've recently implemented Paypal payments, which I couldn't believe was missing, but so glad it's here, as I have many clients who prefer to pay that way. It shows that they listen to feedback and are actively working on their roadmap. Another plus I appreciate is that you can collect signatures for quote approvals, which is nice.

Cons

However, the two pros mentioned above, Paypal and the quotes functionality, have a flip side.

The downside to Paypal is that I can't offer the option on an invoice for clients to pay via Paypal or credit card, I can only offer one or the other -- which completely defeats the purpose! Ideally, I would offer clients as many options as possible, since I don't know in advance which way they would prefer to pay. So, in order to continue to offer payment via Stripe, I can't use the (much anticipated!) Paypal feature.

For quotes, it's not immediately apparent in the UI when a quote has been accepted (you have to navigate to each one individually and open it, and even then, it's not glaringly obvious). When you have multiple open quotes, this is a waste of time to continually be checking in this way. There is an option to be notified via email when a quote is accepted, but for a while this wasn't working. I ended up missing a few quote acceptances.

I have also run into some weird glitches when setting up payment options. Customer support was pretty slow to respond via email, and I had to follow up multiple times to get any sort of closure on my issue.

The biggest con for me (and this is only because I am used to Freshbooks) is that there is no integrated timekeeping feature. I had to search high and low to find a cost-effective solution to track time against projects.

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

3.0

November 2018

Limited features, but excellent for those features

Prior to using Billy, I was using Freshbooks. Their prices skyrocketed recently, with no real improvement in features or other details which warranted the price hike. That's the reason I came to Billy, but then I was happy to see that something else was the happy result -- I get paid faster. Freshbooks invoices and the system for logging in, paying, viewing, printing, etc., must have been tedious for my clients, because the same clients getting Billy invoices, click and pay MUCH more rapidly, with FEW hiccups in the process. Simply put, with the same business, and the same clients, I get paid more often, more quickly, and with less administrative time. That's a huge win.

Pros

The ease of use, the simplicity of getting started, the clean and minimal look of the invoice templates.

Cons

There are not many bells and whistles, and that's what makes this program so simple and easy to use, but this also means some very useful features are absent -- features which are NOT complicated and should be the norm. For instance, there are two (2) features which are not overly complicated, and yet, would be very useful, if we had them:

1) Let us hyperlink a term, with a URL. I am invoicing for content, and need to reference a URL where this content can be reviewed. I must cut and paste the URL as plain text, and cannot hyperlink it to the URL. This is tedious and looks amaturish.

2) Let us have a text / narrative / summary field at the BOTTOM of the invoice, instead of the top. There is a "message box" at the top of the invoice template, which positions itself immediately under the client's address. This is great for a simple greeting or other short message, but what we really need is this same feature at the bottom of the invoice, also, as a summary, or to include a narrative of some kind that gives a bit more detail on the invoice charges, or confirms a special arrangement or a message between me and my client, which may be too long to put at the top, where it gets in the way of the most important information -- the invoice details / charges.

November 2017

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

Fantastic. The competitors can't keep up.

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.

Response from Billy of Billy's Billing Corp.

Replied September 2018

We just updated our banks to include thousand more. Please try again to see if your bank is now supported.

April 2018

Trevor from Graphic Art

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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 from Billy of Billy's Billing Corp.

Replied September 2018

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

November 2018

Art from Art Remnet Smart Marketing Coach Mastermind Mentor

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Easy to use Accounting Foundation, Impressive Road Map

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.

November 2018

Andres from AndresVernazza.com

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

November 2018

Great tool but needs some improvement

I definitely like the tool, but it needs some improvements in terms of giving more control over the numbers to the users. Delete, void, etc.

Pros

I loved it once they connected the banks integration. This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.

Cons

It should be more customizable and we should be able to remove "unreconciled entries". Currently the only way to remove those is by uploading a .csv file which make is very time consuming to get everything up to date. Also we should be able to break a payment into different customers. For instance, I import payments from Stripe, but I have to attribute all the payments to the same person because of Billy limitations.

May 2018

Carolyn from Self-Employed

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

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.

October 2017

Ed from Healthcare

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

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

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.

April 2017

Johnathan from Clickitivity, Inc

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2017

Simple, But Powerful

I'm extremely satisfied with my decision to switch to Billy. I've been using the software for a little over two months. I've developed some pros that I thought set Billy apart from some its competitors. Additionally, I've provided some cons to make people aware. PROS: - Ridiculously easy to use. - The ability to reconcile -- most invoicing and billing softwares do not have this, and if they do, it's extremely complicated and hard to use. - Customer portal (where customers can see past and current invoices -- paid, outstanding, and overdue) - Recurring invoices - Automatically import bills into billy by forwarding them to a Billy email address - AMAZING customer service. All of the questions and concerns I've had have been addressed extremely quickly. CONS: - Some features are lacking While Billy has a ton of amazing features, there are some features that they lack. See below: - There is no CC option when sending recurring or regular invoices. In order to send to more than one person, you need to manually choose the contact and send. This can be extremely inconvenient for people who have a lot of recurring invoices that get sent regularly to more than one contact within an organization. - It's a pain to reconcile batch invoices. If you have any sort of payment gateway that batches transactions into one lump sum (stripe), it's a little time consuming to reconcile. Evan generously provided me with a guide on how to do it, but it takes quite a bit of extra work than it does with normal transactions. - There are no recurring bills. If you have bills that you usually get every month, you need to manually put them in each time you get them. - There is no option to take out Billy branding within the invoices you send.

September 2018

Nate from Growth|Media

Company Size: