It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions.

It is difficult to prioritize without the deadline distinction.

They also send us regular tips and tricks to get the most out of our software. It has been a great experience.

Integration was relatively easy. Everything from the dashboard to the task flow was very simple and also easy to understand.

They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff.

The filtering and column sorting system in the Jobs tab is awkward, there is a limit on the number of Labels allowed, would prefer more granularity in email notification options.

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.

I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve.

Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line.

No way to turn tasks off on the calendar permanently. No way to change a template once you have entered the template and change all of them.

Plus with the reports, we could filter by name of task, due date, etc. We did have an issue with tasks randomly disappearing, though, which was really scary and made us lose some trust in the system.

We ended up moving on to Karbon because of the email integration, but overall my experience with JetPack was actually pretty good.

Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time.

We are a small (3 person) firm, and I am no IT guru. I found the setup to be very user friend and the support of the software has been wonderful.

I love the fact that I have a list of all of my clients and I can assign tasks to each client. It helps me make sure that I don't let anything fall through the cracks.

Price, training video's, support, cloud and internet based, access.

I had a good experience with the process building in JetPack.

That is my only complaint... that and it's getting more expensive each employee I add.

They have a great product that is still affordable for a small firm. Having all jobs and tasks on each client in one place is wonderful.

We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.

The worst thing I can think of is that it's easy in some entry fields to click out without checking to accept the entry. The entry is lost and has to be rekeyed.

This software is amazing and I like it because is user-friendly, quick and absolutely efficient.

We currently only use it to pay vendors which is all we need and for that it's perfect. The payments are fast, secure, and easy to set up.

I inquired further, and they stopped replying. 5 emails later I found a phone number to call, and the customer service rep told me they were aware of the issue and would resend the 2 deposits.

It is a direct solution and no ambiguity. The support was fantastic and has helped when needed it, and that was user error, not the platform.

It was easy to use from Quickbooks and seemed like a good solution.

I love the low fees and the promotions for liquidating cash from credit cards.

Is easy to set up, easy to use, clean and smooth for our customers, and the best it is free for our customers to send ACH.

Very poor responses from Customer Service. They have held my client's money captive for two weeks while they investigate.

Perfect integration with Quickbooks. Low cost to process payment.

Do you have the option to integrate it with your QuickBooks or use it as a standalone product which is great.

I like how easy it is to use and the product feels very secure.

It's super easy and actually fun to use. They also have the ability to pay your vendors via credit card, so they charge your card and deliver the funds to your vendor's bank account for a small fee.

It has been great overall: saves me a lot of time, great price point, and customer service has reached out to me numerous times to tell me about new functions and to check in.

I also am very happy that it integrates with QBO which is what most of my clients are on.

Melio has an excellent customer support and resolves any issues quickly.

I have had multiple support chats with them, where they send me the same message and now have started cutting me off / disabling the chat right after they send it.

While Plastiq has IRS-esque customer service, Melio really go out of their way to ensure a positive user experience. Melio is also faster at processing ACH payments, which is a huge plus.

Integrates well with QBO, pricing is great, easy to seup. When all work well is a good experience.

This product integrates very well with Quickbooks Online, and is fairly easy to use once it is set-up. Customer Service is great.

Terrible experience signing up and no response from customer service.

Melio in my opinion is the best transfer service available.

Sorry we don't accept credit cards - has that bothered you before.

Also, sometimes when you drop a new vendor's invoice, the software doesn't read it correctly.

It made us a victim of fraud and their support team is even more inadequate than quickbooks online support.

I have used Melio since day 1 and hope they never discontinue it. The ease of use and the integration with QuickBooks is like no other app out there.

Simple and quick to use, it offers a tremendous value. Furthermore, customer service is one of the best I've dealt with.

Melio is a great product we recently had the opportunity to discover. I was very impressed at how easy it integrated to our accounting in Quickbooks.

It is very intuitive, and the integration with QBO makes AP and AR processes efficient and automated. All that with a low price makes this a win win for any business.

Overall this platform has been a lifesaver. I'm glad I made the switch from Square.

I love everything about Melio form how easy it is to use and the dashboard is so simple. From switching to incoming payment to seeing who you paid in a click of a button.

You really can't beat that with a stick. It's great for paying things like Building Rent that needs a check or any other bill that does not accept cards at all.

Great, cost-effective platform to process vendor payment.

You are truly own your own with the platform and service. Melio also has no phone number, and eventually will stop responding.

QUICKBOOKS, find another company. This is making you look terrible.

Low cost to send bank transfers by charging a credit card. Perfect bill management application.

As a small business owner my time is limited and I love that Melio feels like my partner.

They responded to my email with 1 sentence that was so vague, I didn’t have any idea what they had requested from me.

After frustrating a vast array of my clients I decided to move on and cut my losses with these scammers. DO NOT WASTE YOUR TIME with these guys.

It is also great that the program completely integrates with QuickBooks so the bills show up automatically in Melio, and with a few clicks I can pay all of the bills.

Syncs directly with Quickbooks. Quick and responsive support staff.

Customer service is second to none. You really get the sense that the people speaking to you care about the product and care about how you are using it.

The chap I have been dealing with on the helpdesk has been lovely but his hands are tied.

This software is easy to use and I use it nearly every day.

I guess the only thing is not being able to merge two vendors that are the same but accidentally created if both have a payment already made on them.

Modern, ease of use, could be useful and a good idea.

How easy to use, and how wonderful to have the ability to pay in state or international vendors. Love the customer services as well.

It is user friendly, quick, intuitive and the customer support  super efficient. I love Melio and I always refer about this amazing software that was a game changer for our A/P.

Melio is super easy to set up and use. The integration is fast and simple, and works reliably.

And with the direct connection to Quickbooks Online, its super easy to sync all your vendors, bills and payments, making Melio a perfect bill management application. We'd recommend it to everyone.

It is very convenient to use and the QB integration is a huge plus. I use this for Domestic transactions.

After providing numerous links to clients on our new option to accept Credit Cards and ACH Debits, we ran into a wall with Melio rejecting our payments due to their inability to verify our account.

I have ADHD, so I get overwhelmed easily, but Melio is so streamlined and easy to use. I'm so happy that my friend introduced me to it.

I have a relationship manager who always solves any issue that might come up, and I am thrilled these guys found me.

I'm excited to use this new platform, the customer service team is fantastic, they immediately respond and they're quick in understanding your 'concern' and will address it accordingly.

US Dollar

Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping operations for accounting firms. With over 70 workflow templates available and an integrated template builder on hand for custom workflows, Jetpack workflow allows professionals to focus on every step of the bookkeeping process,  ensuring that no task gets left behind. For critical deadlines, users can set jobs to automatically reoccur on a daily, weekly, or monthly basis with powerful scheduling capabilities. 

Jetpack Workflow can keep up with how much work is completed and identify which task needs to be completed next, helping teams stay on top of any project. To streamline team collaboration, Jetpack centralizes all documents, notes, and messaging in one centralized location for quick access. 

JetPack Workflow can easily sync with Quickbooks Online to seamlessly integrate billing and payroll.


LongDescription

Deadline Management

Status Tracking

Due Date Tracking

Time Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Project Management

Collaboration Tools

Data Import/Export

For CPA Firms

Project Time Tracking

Multi-Currency

Workflow Management

Alerts/Notifications

Time & Expense Tracking

Approval Workflow

Client Management

Staff Management

Task Progress Tracking

Task Management

Document Management

Search/Filter

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

Jetpack Workflow

Live Online

Webinars

Documentation

Videos

Melio is an accounts payable solution that helps small businesses manage online payments via bank transfers and debit or credit cards. Key features include payment scheduling, automated data synchronization, reporting, invoicing, payment reminders and more.


Melio enables employees to manually add vendor or billing details and upload documents or invoice images on a unified platform. It allows administrators to invite accountants or team members from different business units, define role-based permissions and control approval workflows to streamline payment processes. Additionally, the centralized dashboard lets accountants view multiple client accounts and track the status of their payments in real-time.


Melio supports integration with QuickBooks, allowing users to automatically schedule payment transactions and synchronize financial data with their accounting systems. The application is available to users for free and a processing fee is charged for credit card transactions. Support is extended via online measures.



Multiple Payment Options

Electronic Payments

Invoice History

Payment Processing

Deferred Billing

Debit/Credit Card Processing

Recurring Invoicing

Bank Reconciliation

Mobile Payments

Project Billing

Credit Card Processing

Bookkeeping Services Integration

Invoice Management

Transaction History

Approval Process Control

Customizable Invoices

For Accountants

Recurring Payments

Self Service Portal

QuickBooks Integration

Duplicate Payment Alert

Electronic Funds Transfer

Online Payments

Online Invoicing

Dunning Management

Data Security

Billing Portal

Vendor Management

1099 Preparation

ACH Payment Processing

PCI Compliance

Multi-Period Recurring Billing

Invoice Processing

Fraud Detection

Check Processing

Accounts Payable

Cash Management

Billing & Invoicing

Accounting Integration

Dashboard

Reporting/Analytics

Contact Database

Accounts Receivable

Check Writing

Third-Party Integrations

Partial Payments

Expense Tracking

Customer Statements

Receivables Ledger

Invoice Creation

Remote Access/Control

For Small Businesses

Recurring/Subscription Billing

General Ledger

For Medical Purposes

Financial Management

Subscription fee: Free
Credit/Debit card transaction fee: 2.9%
Bank transfer (ACH): Free
Same-day bank transfer: 1%
Sending checks (with USPS): Free
Expedited check delivery (with FedEx): $20
International USD transfer: $20

Jetpack Workflow vs Melio

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