from sales perspective for a bookkeeping company
April 03, 2015 from sales perspective for a bookkeeping company

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with is a very important part of how I sell our services at Supporting Strategies. I speak about how it streamlines the bill paying process for our clients (we are bookkeepers).
  • Builds in work flow for bill routing and approval.
  • Eliminates paper check runs.
  • Makes tracking the bills easy.
  • From a sales perspective, there's nothing about that I think should change.
  • Your technical folks could answer this question better.
  • From sales perspective - major ROI - I sell it on every call
  • Faster lead conversion
  • Definitely increased employee efficiency for our bookkeepers
I have not used another product like
If a company just can't grasp the idea of having us process their payables electronically, it might not be a fit. Sometimes, some companies just want things done the manual way. Also, if there are not enough bills to justify cost of (which is rare), it might not be a fit.


60 - Bill paying for our clients.
5 - administrators to the account
  • Efficiency for bill pay
  • Integration with QuickBooks
  • Automation on client-side
  • I get paid my expenses as a sales person.
  • We pay 1099 contractors.
  • Bringing on more sales people.
  • Paying different vendors.
I don't like to give 10/10's, but there's no reason for us not to renew.

Evaluating and Competitors

  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
It's the best product on the market for bill pay.
I didn't affect the buying process. Implementation

I heard from my leadership that it went very well.
Change management was a minor issue with the implementation - Going from manual check runs to required educating ourselves and our clients, now it's ingrained in our DNA.
  • I did not implement. Support

It's always been positive.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I don't call too often, so "exceptional" support, I cannot say.


Always easy for me to navigate and I Iove the notifications of when I've been paid my expenses.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
  • QuickBooks integration
  • Getting the notices saying " has paid" you, so that you know to look in your bank account
  • I can't really say any are cumbersome... the functions for which I use it are very easy.