is a solution for receivables and payables
Paula Bledsoe | TrustRadius Reviewer
October 23, 2019 is a solution for receivables and payables

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version


Overall Satisfaction with

I use to invoice clients and receive payments. I also use it for my clients to pay their bills. It allows my clients to send all their bills to one location and sync them to Quickbooks. It allows them to pay their vendors electronically.
  • Document management.
  • Syncs with Quickbooks Desktop and QBO.
  • Sends invoices and allows automatic payments.
  • There is an issue with syncing all the data from a QBO invoice to It does not transfer billable expenses to the copy.
  • It does not sync a copy of the bill or invoice to QBO.
  • It saves me a lot of time not having to search through emails to find bills. is the only one that does both receivables and payables in one platform. is more for that than it is for document management.
They only have online chat and email support. Although it is good, there are times that you need to talk to a live person to get things resolved. There isn't really an option to talk to a live person.

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of go as expected?


Would you buy again?

Yes does a great job paying vendors electronically. It will also mail checks if the vendor does not want to do electronic payments.