Name: InvoiceSherpa
Price: 49 USD
Author: InvoiceSherpa

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

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Education

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Business Intelligence (BI)

Collaboration

File Sharing

Smart Spaces

Streaming Analytics

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Cost Management

Cloud Storage

Data Preparation

Debugging

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Managed Hosting

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Runtime Application Self-Protection

Secure Web Gateway

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Community

Content Experience

Content Management

Creative Collaboration

Customer Journey Mapping

Digital Asset Management

Email Marketing

Marketing Automation

Online Proofing

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

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Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Content Management

Sales

Chiropractic

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Moving Software

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Vertical-Specific

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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.

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.

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.

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.

Basic

AccountEdge is a small business accounting software for Mac and Windows users. AccountEdge allows business owners to organize, process, and report on their financial information. Its features include accounting, integrated payroll, sales and purchases, contact management, inventory, and time billing. It was acquired by Priority Software in January 2018 to expand that company's small business portfolio.

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AccountEdge Network Edition

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Business + Payroll

Kashflow

InvoiceSherpa

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

InvoiceSherpa

Overview

What is InvoiceSherpa?