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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BILL

    Score8.2 out of 10
    N/ABILL is an online service for SMBs which provides a central dashboard for managing Accounts Receivable, Accounts Payable, and cash flow management. It syncs with all major accounting systems like QuickBooks, Sage, Intaact, and NetSuite.

    $45

    per month

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    BILLWorkbooks
    Editions & Modules
    Essentials
    $45
    per user/per month
    Team
    $55
    per user/per month
    Corporate
    $79
    per user/per month
    Enterprise
    Custom Pricing
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    BILLWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details
    More Pricing Information
    Community Pulse
    BILLWorkbooks
    Considered Both Products
    BILL
    No answer on this topic
    Workbooks Online
    No answer on this topic
    Key User Insights
    Would buy again
    66%
    Would buy again
    23 Answers
    No answers on this topic
    Delivers good value for the price
    66%
    Delivers good value for the price
    23 Answers
    No answers on this topic
    Happy with the feature set
    66%
    Happy with the feature set
    23 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    52%
    Lived up to sales and marketing promises
    13 Answers
    No answers on this topic
    Implementation went as expected
    67%
    Implementation went as expected
    20 Answers
    No answers on this topic
    Features
    BILLWorkbooks
    Payment Management
    Comparison of Payment Management features of BILL and Workbooks
    Feature
    BILL
    7.9
    8 Ratings
    3% above category average
    Workbooks
    -
    Ratings
    Customizable Approval Policies8.06 Ratings00 Ratings
    Financial Document Management7.68 Ratings00 Ratings
    Payment Status Tracking8.18 Ratings00 Ratings
    Payment Audit Trail8.18 Ratings00 Ratings
    Duplicate Bill Detection8.16 Ratings00 Ratings
    Advanced OCR7.54 Ratings00 Ratings
    Electronic Funds Transfer7.97 Ratings00 Ratings
    Accounts Payable
    Comparison of Accounts Payable features of BILL and Workbooks
    Feature
    BILL
    7.8
    5 Ratings
    8% above category average
    Workbooks
    -
    Ratings
    Automated Accounts Payable Processes8.54 Ratings00 Ratings
    Vendor Management8.15 Ratings00 Ratings
    Tax Form Preparation6.92 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    2% below category average
    Customer data management / contact management00 Ratings8.59 Ratings
    Workflow management00 Ratings8.27 Ratings
    Territory management00 Ratings7.79 Ratings
    Opportunity management00 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
    Contract management00 Ratings7.29 Ratings
    Quote & order management00 Ratings7.68 Ratings
    Interaction tracking00 Ratings6.48 Ratings
    Channel / partner relationship management00 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    20% below category average
    Case management00 Ratings6.28 Ratings
    Call center management00 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    7.3
    7 Ratings
    6% below category average
    Lead management00 Ratings8.07 Ratings
    Email marketing00 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    3% below category average
    Task management00 Ratings7.77 Ratings
    Billing and invoicing management00 Ratings6.88 Ratings
    Reporting00 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    12% above category average
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    7.7
    8 Ratings
    1% above category average
    Custom fields00 Ratings8.48 Ratings
    Custom objects00 Ratings7.67 Ratings
    Scripting environment00 Ratings7.56 Ratings
    API for custom integration00 Ratings7.57 Ratings
    Security
    Comparison of Security features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    7.5
    8 Ratings
    11% below category average
    Single sign-on capability00 Ratings7.05 Ratings
    Role-based user permissions00 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    13% below category average
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    9% below category average
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of BILL and Workbooks
    Feature
    BILL
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    58% below category average
    Mobile access00 Ratings4.27 Ratings
    Best Alternatives
    BILLWorkbooks
    Small Businesses
    Tipalti
    Score7.7 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Stampli
    Score8.4 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Yooz
    Score8.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BILLWorkbooks
    Likelihood to Recommend
    7.9
    (68 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    8.0
    (14 ratings)
    8.5
    (7 ratings)
    Usability
    8.5
    (8 ratings)
    7.3
    (1 ratings)
    Availability
    8.0
    (7 ratings)
    9.1
    (2 ratings)
    Performance
    6.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (18 ratings)
    8.2
    (1 ratings)
    Online Training
    9.0
    (2 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    8.0
    (6 ratings)
    -
    (0 ratings)
    Configurability
    8.0
    (1 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    8.0
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    8.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    8.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    BILLWorkbooks
    Likelihood to Recommend
    BILL
    It depends, Bill.com certainly has a strong reputation and I agree it can be a great solution in the right scenario but I think the implementation and initial setup are critical and need to be well thought out based on the setup of the organization you are a part of.
    Incentivized
    Read full review
    Workbooks Online
    It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
    Read full review
    Pros
    BILL
    • The fact that bill.com automatically processes most information on the invoice is really helpful - leads to quicker processing
    • The "to do list" feature ensures you see the tasks that need to be completed ASAP
    • The reports section is very helpful in year end prepping for audits
    Incentivized
    Read full review
    Workbooks Online
    • Sales process management from enquiry to delivery of product
    • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
    • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
    • The FD loved it
    • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
    • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
    Read full review
    Cons
    BILL
    • Currently, our company uses a different platform to submit expenses, we only use bill.com to receive them. So perhaps this isn't actually a place where bill.com could improve, but the expense submission process may not have been robust enough for our company.
    • The bill.com platform wasn't the most beautiful or pleasing to use, but this is a minor fault.
    • I'd love a way to set up recurring payments (e.g., my phone bill is reimbursed each month).
    Incentivized
    Read full review
    Workbooks Online
    • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
    • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
    • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
    Read full review
    Likelihood to Renew
    BILL
    While our firm does not use Bill.com internally, we know many customers that use Bill.com and are very happy with it. Based on the feedback from current users, I would say that the product should have a strong renewal forecast. Once customers move their AP to the cloud, they would be unlikely to move it back given a choice.
    Read full review
    Workbooks Online
    the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
    Read full review
    Usability
    BILL
    Bill.com continues to raise the bar with new features and improved interface. The Fast Pay option is another innovation that reduces administrative time when you have to get an overnight check out. The new Chat Support interface, powered by Zopim, which is world-class, adds to the responsiveness of Bill.com's support team and makes getting real-time answers that much easier.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Reliability and Availability
    BILL
    The only time Bill.com was ever "unavailable" was then the Sync to Quickbooks function failed. That happened a time or two but was usually quickly remedied. I'm not sure if that's an issue with newer online versions of Quickbooks Enterprise -- at the time we were using a remotely hosted Quickbooks instance accessed via terminal server (vs a cloud offering like Bill.com is)
    Read full review
    Workbooks Online
    Workbooks CRM never let me down.
    Read full review
    Performance
    BILL
    Load times can be slow after long use.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Support Rating
    BILL
    I could not explain to them how I was trying to remove an old email account from my company page while granting the new email account access to the bank account that the first email account had added. The "set a bank account as inactive" button is labeled delete, but they don't seem to recognize that. I requested my Bill.com account be deleted on Wednesday so I could start all over with a fresh account; this seemed to be completed Wednesday night, but when I tried to create a new Bill.com account from the same email, it took me to my old bill.com account.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Online Training
    BILL
    The online training provided by Bill.com is concise and since the firm consistently improves the platform functionality, users are able to select the training for the modules they specifically need.
    Incentivized
    Read full review
    Workbooks Online
    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Read full review
    Implementation Rating
    BILL
    I heard from my leadership that it went very well.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Alternatives Considered
    BILL
    1. Automation & Workflow Efficiency.2. Integration Capabilities with other softwaresWe needed a centralized, automated, and scalable solution for managing both payables and receivables. The strong integration with our existing accounting software was a key factor.The platform gave us better visibility and control over cash flow and approval processes.
    Read full review
    Workbooks Online
    We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    BILL
    None, all good.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Scalability
    BILL
    We have multiple locations, and everything works fine.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Return on Investment
    BILL
    • After receiving an offer to 'finance' outstanding invoices, I was enticed by the promise of a 3% total cost for a 60-day period, with the possibility of extending the financing for an additional 10 months (for an additional fee). Eager to access funds, I decided to finance an invoice worth $17,160.00. Within 24 hours, BILL deposited $16,645.20 (97% of the invoice amount) into my account.
    • However, when the customer paid their $17,160 invoice four days later, instead of the funds being deposited into my checking account as I expected, BILL chose to retire the loan and retain my $514.80 fee for the 4 day advance period. This unexpected turn of events resulted in an effective interest rate of a staggering 273.75%. It was clear that this arrangement was far from what I had initially understood, and the financial impact was outrageously high.
    • Frustratingly, my attempts to resolve this issue through customer service were in vain, as I spoke with three agents who provided no satisfactory solutions. To anyone contemplating using BILL's services, I strongly urge you to carefully scrutinize the fine print and consider opting for a more reputable finance company."
    Read full review
    Workbooks Online
    • Allows us easy management of leads and clear visibility of opportunities for the sales team
    • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
    • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
    Incentivized
    Read full review
    ScreenShots

    BILL Screenshots

    Screenshot of BILL’s central dashboard, which displays upcoming bills, invoices, and ingoing and outgoing payments.Screenshot of BILL automatically pulls in bills via email and automatically starts the process. It also checks for duplicate invoices by looking at the invoice numbers and payment amounts to flag questionable invoices.Screenshot of BILL's desktop and mobile applications so users' teams can review invoices and send payments on-the-go.Screenshot of BILL’s mobile app, which can be used to review invoices, add comments, and approve from anywhere.Screenshot of The overview screen, where the status of invoices can be reviewed to get a bird’s eye view of tasks.

    Workbooks Screenshots

    Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record