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.

134 Reviews of Billy

Overall rating

4.47 / 5 stars

Filters:

Showing 1 - 20 of 134 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

3 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

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 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

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 from Billy of Billy's Billing Corp.

Replied 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

February 2019

Sunny from NewPulse Studios

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

February 2019

Easy to use, but unsure of it's future

Overall, I have enjoyed using Billy, especially when I was just starting my business. I have been trying out all the major competitors lately, and was surprised that most miss some of the multi-currency features Billy has (other than the exchange rate issue). I would consider continuing to use Billy, but I am concerned about its future development. It feels more like a 1-2 man show that is just trying to keep its head above water, as opposed to software that is going to get better over time.

Pros

- Quick, easy to use interface
- Really easy to match imported transactions, even with foreign currencies
- Easily account for transfer fees, unlike other accounting software
- Handles multi-currency well, other than one fairly significant thing (see con list)

Cons

- exchange rate for foreign currency transactions is based on date of input, not date of transaction (this can be a big deal when reporting your taxes. Definitely let your accountant know)
- having issues with a certain bank feed
- can only have one live Paypal feed, meaning you can't associate different Paypal currencies with different accounts

November 2018

Ben from talenthire on-demand marketplace

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

SMB & Freelancers, BILLY TO THE RESCUE!

So far, I’m satisfied. They do the hard work at keeping track of business revenue p&l and also tracking receipts 🧾 via their mobile app. Just scan and upload to their website. I personally love this app and think it will help me grow my company to the next level. Your Bookkeeper will love it too, as it has easy exports for your business data & taxes.

Pros

The ease of use and it’s integration with Stripe. Easily setup your products or services, and create recurring invoices to your clients. They make payment easy too!

Cons

Stripe fees, but that’s not their fault. Would like to see a PayPal integration since it’s just as easy as a Stripe integration.

June 2017

Matthew from Matthew Rupp Consulting

Company Size: 2-10 employees


Ease-of-use

1 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

1 of 5

June 2017

Customer service was terrible. Very frustrating. Tried hard to make it work for several days

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.

September 2018

James from RocketstarMedia

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 from Billy of Billy's Billing Corp.

Replied 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.

April 2018

Gary from Growth Dynasty

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

April 2018

Has excellent potential but still has some way to go!

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.

Response from Billy of Billy's Billing Corp.

Replied September 2018

Hi Gary, You didn't like our pumpkin head Billy face :(

June 2017

Angelos from ASP SFAKIANAKIS

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

I have "install" Billy to my clients. No worries from then!

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.

July 2018

Edward from Hong Kong Baptist University

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

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.

November 2018

Jan from Bear Web Content

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Easy to use and reliable

I'm a solo freelancer who does all my own billing. I'm happy to have such a simple solution because it saves me time and headaches.

Pros

I've been using Billy for more than a year now. It's very easy to use and reliable. It meshes seamlessly with Stripe (and other payment processors, but I don't use them). When I've had occasion to contact customer service (once or twice), they've been quick to answer my question. Note: There are online accounting features to the software that I don't use, because I prefer to use my own spreadsheets. Nothing against Billy, but I choose not to use them.

Cons

I'm really reaching here, but it can be difficult to find where to go to change the wording of their default emails. I've had to drop a note in the customer service chat to be reminded how to do that. And the answer came back quickly.

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Accounting for Non-Accountants

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

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Better than quickbooks, but still not the best

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?

Response from Billy of Billy's Billing Corp.

Replied November 2018

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

August 2016

Jonathon from Eurohomes

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2016

Extremely simple and great to use

Setting up and getting started was super easy. We use this software for a retail store selling appliances, so lower volume of transactions a day makes it super easy and to track customer purchases.

Pros

Simple to use and easy to get started.
Great simple accounting interface with all your necessary reporting

Cons

No inventory management if you need it.
Would like to see a PO module in the software in the future

Response from Billy of Billy's Billing Corp.

Replied September 2018

Hi Jonathon, You can create a PO module by renaming Estimates to PO in the template. Contact our support to learn how. -Billy