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InvoiceSherpa has proven to be an invaluable tool for users looking to streamline their business flow and improve overall efficiency. With …
Starting at $49 per month
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What is InvoiceSherpa?
InvoiceSherpa is an accounts receivable automation software designed to streamline and simplify the invoicing and payment collection process for small to medium-sized businesses. According to the vendor, this software caters to a wide range of professions and industries, including accounting professionals,...
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Basic
$49
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is InvoiceSherpa?
InvoiceSherpa is an accounts receivable automation software designed to streamline and simplify the invoicing and payment collection process for small to medium-sized businesses. According to the vendor, this software caters to a wide range of professions and industries, including accounting professionals, finance and insurance companies, professional services, retail trade businesses, and the legal industry.
Key Features
Custom Invoice Reminders: According to the vendor, users can set customizable reminder messages to establish the tone of their relationship with clients. The software automatically sends reminders for invoices that are past due or approaching the due date. Users can personalize reminder messages to match their brand and communication style.
Customer Portal for Your Clients: The software provides clients with 24-hour access to view and pay all their outstanding invoices, according to the vendor. Clients can also make payment arrangements if needed, enhancing customer satisfaction by offering a convenient self-service portal.
Automatic Payments: Users can set up recurring billing for clients, ensuring the automatic collection of payments, as stated by the vendor. They can also select specific invoices to auto-collect payments, streamlining the payment process for both themselves and their clients.
Dashboard Access to your A/R: According to the vendor, users can monitor and stay on top of their cash flow with an intuitive dashboard. They can get a comprehensive overview of their accounts receivable status and easily track the progress of invoices from creation to payment.
Syncs with your Accounting Software: The software offers one-click synchronization with users' existing accounting software, automatically pulling invoices and customer data into InvoiceSherpa, according to the vendor. This eliminates the need for manual data entry and ensures accuracy.
Automates your A/R Process: According to the vendor, the software automates the entire accounts receivable process, from sending out initial invoices to late payment reminders. It also enables users to auto-collect payments from customers and deposit them directly into their bank account, reducing the time and effort spent on manual follow-ups and collections.
Integrated Payments: The software allows customers to pay invoices directly from the invoice via credit card or ACH, as stated by the vendor. It seamlessly integrates with major payment processors, such as Authorize.net, simplifying the payment process for customers and improving cash flow.
Updates Your Accounting Platform: According to the vendor, the software automatically reconciles all payment transactions to users' accounting software, ensuring accurate and up-to-date financial records. This feature saves time and eliminates the need for manual data entry.
InvoiceSherpa Features
- Supported: Accounts Payable
- Supported: Accounts Receivable
- Supported: Bank Reconciliation
- Supported: Billing & Invoicing
- Supported: ACH Payment Processing
- Supported: Aging Tracking
- Supported: Check Processing
- Supported: Customer Statements
- Supported: Online Payments
- Supported: Overpayment Processing
- Supported: Partial Payments
- Supported: Payment Collection
- Supported: Receivables Ledger
- Supported: Recurring/Subscription Billing
- Supported: Mobile Payments
- Supported: Payment Processing
- Supported: Accounting Integration
- Supported: Invoice Management
- Supported: Payment Plans
- Supported: Debit/Credit Card Processing
- Supported: Electronic Payments
- Supported: Payment Processing Services Integration
- Supported: Activity Dashboard
- Supported: Alerts/Notifications
- Supported: Invoice Processing
InvoiceSherpa Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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InvoiceSherpa has proven to be an invaluable tool for users looking to streamline their business flow and improve overall efficiency. With its user-friendly interface and powerful features, users have been able to easily manage their invoices and identify areas for improvement. The software has allowed users to cut unnecessary spending and allocate resources more effectively, leading to improved financial management.
One of the key use cases of InvoiceSherpa is its ability to streamline the invoice processing steps. Users have found that the software makes it easier and quicker for them to handle invoices, eliminating the need for manual tracking and reducing time spent on collections. The automated invoice and collection email features have proven to be highly effective in improving customer relationships and ensuring on-time payments. Moreover, users appreciate the automated email reminders and recurring automatic billing features, which have made it easier for them to stay on top of their invoicing tasks.
Another significant benefit of using InvoiceSherpa is its seamless integration with billing software, such as QuickBooks Online. This integration ensures that nothing falls through the cracks, as everything is synced in real-time. Users have found this feature to be a game-changer as it eliminates the need for double data entry and provides a streamlined invoicing system.
In addition to its practical benefits, users have also praised InvoiceSherpa's customer support team for their responsiveness. Immediate responses to support inquiries indicate that assistance is readily available when needed, providing peace of mind for users who rely on this service.
Overall, InvoiceSherpa has proven to be a valuable asset for businesses of all sizes. Its ability to simplify invoice management processes, improve cash flow, and enhance customer relationships make it an essential tool for any organization looking to optimize their financial operations.
Effective Financial Tracking: Many users have found InvoiceSherpa to be extremely useful in helping them better record their invoices and track their finances. It has been credited with assisting companies in tracking expenses, identifying areas where costs can be cut, and gaining better visibility into their financial flow.
Seamless Integration: The integration of InvoiceSherpa with accounting software such as QuickBooks Online has been praised by multiple reviewers. They appreciate the seamless synchronization and updates between the two platforms, making it easy to implement and access different aspects of the software.
Time-saving Automation: Reviewers have highlighted the automation capabilities of InvoiceSherpa as a key benefit. The software offers automated billing, payments, reminders, and statements, eliminating the need for manual follow-ups on past due invoices. This feature not only saves time but also ensures that invoicing and tracking are done efficiently.
Outdated Interface: Several users have expressed that the interface of InvoiceSherpa feels out of date and could be stronger and easier to use. They feel that a more modern and intuitive design would greatly enhance their experience with the software.
Lack of Responsive Customer Support: Many reviewers have mentioned that customer support from InvoiceSherpa is lacking, with unanswered chat, email, and phone inquiries for weeks. Some users even mention that support is provided by a single person, which can lead to delays in getting assistance when needed.
Overwhelming Options: A common complaint among users is that there are too many options and ways to complete tasks within InvoiceSherpa, leading to an overwhelming user experience. Streamlining the platform and simplifying workflows would help alleviate this issue for many customers.
The software is recommended by users as an effective tool to analyze business flow and identify areas for improvement. It is particularly suggested for use in B2B business applications. Users advise trying out the free trial before purchasing to fully explore the software's capabilities. On the other hand, some users find the software complicated and difficult to use for single invoice manipulation. Despite its low price, some users caution against choosing this software. Additionally, users praise the software for its ability to link with Quickbooks, making it a great platform for integration purposes.