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This is one component of a wider set — see all Invoicing & Billing Automation Tools options.

Invoicing and Billing Platforms with Client Portals and Online Pay
Albert Richer

Finding the right invoicing and billing platform with client portals and online payment options can feel overwhelming, but don't worry—market research shows there are standout choices that cater to different needs. Customer reviews indicate that features like customizable invoices and automated reminders are crucial, with many users praising FreshBooks for its intuitive design and seamless integration with other accounting tools. Meanwhile, experts highlight that platforms like QuickBooks offer robust reporting features that small business owners find invaluable for financial tracking. Interestingly, studies suggest that many consumers prioritize user-friendly interfaces over complex features; after all, who wants to spend hours figuring out software? On the budget front, industry reports indicate that while some platforms can be pricey, options like Zoho Invoice provide solid functionality without breaking the bank, especially for freelancers and small teams. And here's a fun fact: Wave, known for its free invoicing software, started as a simple solution for small business owners in 2010, proving that great things can come from modest beginnings. Finding the right invoicing and billing platform with client portals and online payment options can feel overwhelming, but don't worry—market research shows there are standout choices that cater to different needs.

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Similar Categories
1
Expert Score
9.8 / 10
717
127
BEST
MOST COMPREHENSIVE INTEGRATION

InvoiceCloud Digital Payments

InvoiceCloud Digital Payments
View Website
InvoiceCloud is a robust solution for invoicing and online payments, specifically designed to build trust between businesses and their customers. It offers streamlined billing automation, client portals, and a secure digital payment platform, addressing the industry-specific needs for swift, reliable and transparent financial transactions.
InvoiceCloud is a robust solution for invoicing and online payments, specifically designed to build trust between businesses and their customers. It offers streamlined billing automation, client portals, and a secure digital payment platform, addressing the industry-specific needs for swift, reliable and transparent financial transactions.
BEST
MOST COMPREHENSIVE INTEGRATION

Best for teams that are

  • Utility companies needing specialized digital payment platforms.
  • Organizations requiring seamless SAP or Oracle integrations.

Skip if

  • Small businesses seeking simple, standalone invoicing tools.
  • Companies without enterprise CIS or ERP systems to integrate.

Expert Take

Our analysis shows InvoiceCloud stands out for its 'True SaaS' architecture and deep ecosystem of over 160 real-time integrations with major utility and government ERPs like Oracle and Tyler Technologies. Research indicates its 'Guest Checkout' and behavioral engagement features tangibly drive results, often doubling or tripling paperless adoption rates compared to legacy systems. While convenience fees remain a friction point for payers, the platform's security credentials (PCI Level 1, SOC 2) and omni-channel capabilities make it a robust choice for high-volume billers.

Pros

  • 160+ pre-built real-time integrations
  • Guest checkout removes login friction
  • PCI Level 1 & SOC 2 certified
  • Omni-channel: Web, Text, IVR, POS
  • Drives 2-3x higher paperless adoption

Cons

  • Payer convenience fees ($2.95+) cause friction
  • End-user support often reported as inaccessible
  • Occasional login and session timeout issues
  • Implementation fees apply for billers
  • Sync delays reported by some users
2
Expert Score
9.8 / 10
580
140
RATED
BEST FOR SMALL BUSINESSES

Sage Business Cloud Accounting

Sage Business Cloud Accounting
View Website
Sage Business Cloud Accounting offers small business owners an affordable and straightforward solution for bookkeeping. With robust 24/7 support and seamless e-commerce integrations, it's ideal for retail entrepreneurs outside the US seeking budget-friendly financial management.
Sage Business Cloud Accounting offers small business owners an affordable and straightforward solution for bookkeeping. With robust 24/7 support and seamless e-commerce integrations, it's ideal for retail entrepreneurs outside the US seeking budget-friendly financial management.
RATED
BEST FOR SMALL BUSINESSES

Best for teams that are

  • Small to medium enterprises needing robust accounting tools.
  • Growing businesses requiring multi-user access and reporting.

Skip if

  • Users wanting ultra-simple setups with minimal learning curves.
  • Solopreneurs without basic accounting knowledge or support.

Expert Take

Sage Business Cloud Accounting stands out for its exceptional affordability and straightforward approach to small business bookkeeping. It strips away the overwhelming complexity often found in enterprise systems, offering a highly accessible platform with robust 24/7 support. Its seamless integrations with e-commerce giants like Shopify make it particularly strong for retail entrepreneurs outside the US looking for transparent, budget-friendly financial management.

Pros

  • Highly affordable $10/month starting price
  • 24/7 customer support availability
  • Automated bank feeds and reconciliation
  • Strong e-commerce integrations like Shopify

Cons

  • Retired in the US market (Dec 2024)
  • Lacks native third-party payroll integration
  • Reporting filters can be inadequate
  • Interface feels slightly dated
3
Expert Score
9.6 / 10
584
166
VALUE
ULTIMATE WHITE-LABELING

SuiteDash Client Portal Software

SuiteDash Client Portal Software
View Website
An all-in-one solution for various industries, SuiteDash fills the gap by providing a platform that combines invoicing, billing, client portal, and subscription payment features. It caters to professionals in the finance and accounting industry, who need a secure and efficient tool for managing customer interactions, payments, and subscriptions.
An all-in-one solution for various industries, SuiteDash fills the gap by providing a platform that combines invoicing, billing, client portal, and subscription payment features. It caters to professionals in the finance and accounting industry, who need a secure and efficient tool for managing customer interactions, payments, and subscriptions.
VALUE
ULTIMATE WHITE-LABELING

Best for teams that are

  • Service-based businesses, consultants, and agencies.
  • Teams wanting a flat-rate plan with unlimited users.

Skip if

  • Users wanting a simple setup with no learning curve.
  • Businesses requiring advanced drag-and-drop Kanban boards.

Expert Take

Our analysis shows SuiteDash stands out primarily for its disruptive 'unlimited' pricing model, allowing businesses to scale staff and clients without cost penalties. Research indicates it offers enterprise-level white-labeling capabilities, including a branded mobile interface, which is rare at this price point. While the learning curve is documented as steep, the consolidation of CRM, LMS, and billing into a single HIPAA-compliant platform offers undeniable value for service-based agencies.

Pros

  • Unlimited staff and clients on all plans
  • Comprehensive all-in-one feature set (CRM, LMS, Billing)
  • Extreme white-labeling including custom URL and mobile PWA
  • HIPAA and GDPR compliance capabilities available
  • Exceptional value starting at $19/month

Cons

  • Steep learning curve and complex setup process
  • User interface described as outdated or clunky
  • No native mobile app (PWA only)
  • Limited native integrations compared to competitors
  • Email deliverability issues reported by some users
4
Expert Score
9.5 / 10
579
157
TOP SECURITY FOR HEALTH PROFESSIONALS

Zanda Health Payment Processing

Zanda Health Payment Processing
View Website
Zanda Health offers a comprehensive solution for healthcare professionals seeking a streamlined invoicing and payment processing system. It addresses the industry needs by providing a self-service client portal where clients can book sessions, pay invoices, and check balances. This software enhances the billing efficiency and improves the overall client experience.
Zanda Health offers a comprehensive solution for healthcare professionals seeking a streamlined invoicing and payment processing system. It addresses the industry needs by providing a self-service client portal where clients can book sessions, pay invoices, and check balances. This software enhances the billing efficiency and improves the overall client experience.
TOP SECURITY FOR HEALTH PROFESSIONALS

Best for teams that are

  • Allied health providers like physios and speech therapists.
  • Solo practitioners and multi-location group clinics.

Skip if

  • Large enterprise hospitals needing complex medical records.
  • Businesses outside the healthcare and wellness industry.

Expert Take

Our analysis shows Zanda Health (formerly Power Diary) stands out primarily for its exceptional security posture, being one of the few platforms in its niche with ISO 27001 certification. Research indicates it successfully balances robust clinical features with a seamless payment experience via Stripe and Ensora. While there are additional costs for claiming and SMS, the platform's proven reliability and 'clean' interface make it a top-tier choice for allied health professionals prioritizing data protection and ease of use.

Pros

  • ISO 27001 certified security
  • Seamless Stripe payment integration
  • Integrated US insurance claiming
  • Automated SMS/Email reminders
  • User-friendly client portal

Cons

  • Per-claim fees for US insurance
  • Extra costs for SMS messaging
  • No internal staff chat feature
  • Reporting lacks live dashboards
  • No immediate phone support
5
Expert Score
9.3 / 10
768
212

Online Payments

Online Payments
View Website
Airwallex provides a comprehensive financial infrastructure for global businesses, offering over 160 local payment methods and like-for-like settlement to avoid costly FX fees. It's ideal for enterprises seeking seamless multi-currency account management and robust API integration.
Airwallex provides a comprehensive financial infrastructure for global businesses, offering over 160 local payment methods and like-for-like settlement to avoid costly FX fees. It's ideal for enterprises seeking seamless multi-currency account management and robust API integration.

Best for teams that are

  • Ecommerce, SaaS, and tech SMEs with international operations.
  • Businesses needing multi-currency cross-border transactions.

Skip if

  • Individuals seeking personal accounts or travel cards.
  • Domestic-only businesses seeking basic local payment tools.

Expert Take

Airwallex stands out as a powerful financial infrastructure designed for truly global businesses. We love its 'like-for-like' settlement, which allows companies to collect payments in over 130 currencies and hold them without being forced into expensive, automatic conversions. Combined with robust API tools, an innovative Developer MCP server for AI-assisted integration, and access to more than 160 local payment methods, Airwallex provides an enterprise-grade payment suite that drastically reduc

Pros

  • Accepts 160+ local payment methods
  • Like-for-like settlement prevents FX fees
  • Robust API and Developer MCP
  • No monthly account maintenance fees
  • Seamless multi-currency account management

Cons

  • Reports of sudden account freezes
  • Customer support can be unresponsive
  • 4.30% fee for international cards
  • Lengthy business verification process
6
Expert Score
9.2 / 10
474
106

BILL.com Financial Operations

BILL.com Financial Operations
View Website
BILL.com is an AI-powered financial operations platform specifically designed to automate and streamline the financial processes of businesses and firms. With features like bill creation and payment, invoicing, expense management, and budget control, it caters to the unique needs of industry professionals who need efficient and reliable financial operations software.
BILL.com is an AI-powered financial operations platform specifically designed to automate and streamline the financial processes of businesses and firms. With features like bill creation and payment, invoicing, expense management, and budget control, it caters to the unique needs of industry professionals who need efficient and reliable financial operations software.

Best for teams that are

  • Small to midsize businesses needing AP/AR financial automation.
  • Accounting firms managing finances for multiple clients.

Skip if

  • Businesses seeking an all-in-one core accounting suite.
  • Solo freelancers needing simple, free invoice generation.

Expert Take

Our analysis shows BILL dominates the SMB space with a network of over 7 million members, facilitating seamless payments. Research indicates its AI-driven AP automation and deep 2-way sync with major accounting platforms like QuickBooks and NetSuite significantly reduce manual data entry. Based on documented security features like SOC 2 compliance and HIPAA support, it offers enterprise-grade protection for growing businesses.

Pros

  • Robust 2-way sync with QuickBooks/NetSuite
  • AI-driven invoice capture and coding
  • SOC 2 Type II and HIPAA compliant
  • Massive network of 7M+ members
  • Integrated spend and expense management

Cons

  • Per-transaction fees on top of subscription
  • Reports of frozen funds/risk triggers
  • Customer support often described as unresponsive
  • International payments can be slow
  • No phone support for lower tiers
7
Expert Score
9.0 / 10
423
50
LEGAL PROFESSIONAL'S CHOICE

Bill4Time Client Portal

Bill4Time Client Portal
View Website
Bill4Time is a dedicated law firm client portal designed to streamline invoicing, billing, and client management. Its secure platform provides clients with an accessible and convenient method to view accounts and pay invoices, meeting the unique needs of law firms and their clients for transparency and efficiency.
Bill4Time is a dedicated law firm client portal designed to streamline invoicing, billing, and client management. Its secure platform provides clients with an accessible and convenient method to view accounts and pay invoices, meeting the unique needs of law firms and their clients for transparency and efficiency.
LEGAL PROFESSIONAL'S CHOICE

Best for teams that are

  • Law firms and attorneys needing specific legal billing tools.
  • Firms needing robust split origination credit tracking.

Skip if

  • Practices wanting built-in online bank account connections.
  • Non-professional service businesses or generic retail.

Expert Take

Our analysis shows Bill4Time excels for legal professionals by integrating strict IOLTA compliance directly into its client portal, a critical feature for trust accounting. Research indicates the platform offers bank-grade security (SSAE-18 Type II) and 256-bit encryption, ensuring sensitive client data remains protected. Based on documented features, the ability to accept payments via LawPay, Stripe, and PayPal directly within the portal streamlines collections significantly.

Pros

  • Secure 24/7 client access to invoices
  • IOLTA and ABA compliant payments
  • Bank-grade 256-bit SSL encryption
  • Native LawPay and Stripe integration
  • Mobile app for on-the-go access

Cons

  • QuickBooks integration is one-way only
  • Email open tracking is unreliable
  • No native SharePoint workflow triggers
  • Per-user pricing scales costs quickly
  • Guest access has security trade-offs
8
Expert Score
9.0 / 10
618
96

TimeSolv Billing Solution

TimeSolv Billing Solution
View Website
TimeSolv provides a comprehensive time tracking and billing solution specifically designed for professionals in the legal industry. It effectively captures billable hours, simplifies invoicing, and facilitates online payments, thus addressing the industry's need for efficient time management and accelerated payment processes.
TimeSolv provides a comprehensive time tracking and billing solution specifically designed for professionals in the legal industry. It effectively captures billable hours, simplifies invoicing, and facilitates online payments, thus addressing the industry's need for efficient time management and accelerated payment processes.

Best for teams that are

  • Law firms and corporate legal departments needing time tracking.
  • Firms requiring detailed split-billing and incentive management.

Skip if

  • Freelancers looking for a free or highly generic invoicing tool.
  • Retail businesses lacking professional service billable hours.

Expert Take

Our analysis shows TimeSolv distinguishes itself through its deep, bi-directional integration with QuickBooks Desktop, a feature often missing in modern cloud competitors. Research indicates it is particularly strong for firms requiring strict compliance, offering robust Trust Accounting tools that align with ABA rules and support for complex LEDES billing formats. While the interface is functional rather than flashy, the platform's longevity since 1999 suggests a stable, feature-rich environment for serious legal billing.

Pros

  • Bi-directional QuickBooks Desktop & Online sync
  • Comprehensive Trust Accounting with auto-pay
  • Supports LEDES 1998B/BI/2000 billing formats
  • Offline time tracking with desktop widget
  • SOC 2 and PCI DSS compliant security

Cons

  • User interface described as outdated/clunky
  • Mobile app lacks advanced features
  • Limited invoice template customization
  • No built-in payroll functionality
  • Steep learning curve for some features
9
Expert Score
8.8 / 10
630
108

Square Invoicing Software

Square Invoicing Software
View Website
Square's Free Invoicing Software is an ideal solution for professionals in various industries seeking to streamline their billing processes. It caters specifically to the needs of businesses by allowing the creation of professional invoices, sending estimates, managing payments, and creating contracts, all in one place.
Square's Free Invoicing Software is an ideal solution for professionals in various industries seeking to streamline their billing processes. It caters specifically to the needs of businesses by allowing the creation of professional invoices, sending estimates, managing payments, and creating contracts, all in one place.

Best for teams that are

  • Small businesses already using Square for POS or payments.
  • Users needing a free plan with unlimited invoice sending.

Skip if

  • Large enterprises needing multi-entity financial consolidation.
  • Subscription businesses needing complex revenue recognition.

Expert Take

Our analysis shows Square Invoices excels by removing the compliance burden from small businesses, acting as the Merchant of Record while offering a robust free tier that includes unlimited invoicing. Research indicates it is particularly powerful for merchants already using Square's ecosystem, as it unifies point-of-sale and remote billing data seamlessly. While the lack of multi-currency support is a documented limitation, the ISO 27001 certification provides enterprise-grade security often missing in competitor free plans.

Pros

  • Free plan includes unlimited invoices
  • Seamless integration with Square POS
  • ISO 27001 & PCI compliant
  • User-friendly mobile app
  • Automatic recurring billing features

Cons

  • No multi-currency support
  • Funds can be held 90 days
  • Plus plan costs $49/month
  • Transaction fees on every invoice
  • Limited customization on free tier
10
Expert Score
8.6 / 10
372
153

Invoicely

Invoicely
View Website
Invoicely is a powerful invoicing platform tailored for small businesses. It provides free, secure invoicing, online payments, and time/expense tracking to simplify finance management. It specifically addresses industry needs with features like recurring invoices and automatic reminders that enhance timely payments and cash flow management.
Invoicely is a powerful invoicing platform tailored for small businesses. It provides free, secure invoicing, online payments, and time/expense tracking to simplify finance management. It specifically addresses industry needs with features like recurring invoices and automatic reminders that enhance timely payments and cash flow management.

Best for teams that are

  • Freelancers, solopreneurs, and small service enterprises.
  • Users seeking a free or highly affordable invoicing plan.

Skip if

  • Large enterprises needing deep financial control and audits.
  • Businesses requiring live 24/7 phone or dedicated support.

Expert Take

Research indicates Invoicely excels as a streamlined billing solution for freelancers and small businesses, offering essential features like recurring invoicing and multi-currency support at a highly competitive price point. Our analysis shows it prioritizes ease of use, allowing users to set up and send professional invoices in seconds. While it lacks the complex accounting depth of larger platforms, its focus on core invoicing efficiency makes it a strong contender for straightforward billing needs.

Pros

  • Affordable Basic plan starts at $9.99/month
  • Supports multiple payment gateways (Stripe, PayPal)
  • Intuitive interface suitable for beginners
  • Multi-currency and multi-language support
  • Automated recurring invoicing and reminders

Cons

  • Free plan limited to 5 invoices/month
  • Mobile app lacks team login capabilities
  • History of significant data security breach
  • No inventory management features
  • Limited integrations with other software
11
Expert Score
8.6 / 10
714
105

Ignition Agreement & Payment Automation

Ignition Agreement & Payment Automation
View Website
Ignition is a perfect fit for professional service providers in need of a seamless billing and payment solution. It automates proposals, contracts, and billing, significantly boosting revenue and cash flow. The platform's client portal and online payment capabilities ensure smooth transactions, addressing the industry's needs for efficiency and client convenience.
Ignition is a perfect fit for professional service providers in need of a seamless billing and payment solution. It automates proposals, contracts, and billing, significantly boosting revenue and cash flow. The platform's client portal and online payment capabilities ensure smooth transactions, addressing the industry's needs for efficiency and client convenience.

Best for teams that are

  • Accounting, bookkeeping, and professional service firms.
  • Practices linking sales proposals to payment collection.

Skip if

  • Businesses focused solely on billing without proposals.
  • Retail or ecommerce businesses needing shopping carts.

Expert Take

Our analysis shows Ignition fundamentally shifts the cash flow model for professional services by enforcing upfront payment details in proposals. Research indicates this 'proposal-to-paid' workflow virtually eliminates accounts receivable, a major pain point for firms. Combined with SOC 2 Type 2 security and deep Xero/QBO integration, it offers a robust, albeit premium, solution for revenue operations.

Pros

  • Automates proposal-to-payment workflow
  • Eliminates accounts receivable chasing
  • SOC 2 Type 2 Certified security
  • Deep Xero and QuickBooks integration
  • 3-tiered pricing options for proposals

Cons

  • No multi-currency support in one account
  • Extra fees for high-value bank payments
  • Premium pricing compared to basic tools
  • Support is not instant live chat
12
Expert Score
8.5 / 10
382
160

BillingPlatform Customer & Payment Portal

BillingPlatform Customer & Payment Portal
View Website
BillingPlatform's Customer & Payment Portal is a perfect fit for the invoicing and billing industry. It provides self-service access to clients for payments, invoice tracking, and account detail updates, hence addressing the need for immediate, round-the-clock customer service. The software is intuitive and easy to use, enabling businesses to streamline their billing operations, reduce manual work, and improve customer satisfaction.
BillingPlatform's Customer & Payment Portal is a perfect fit for the invoicing and billing industry. It provides self-service access to clients for payments, invoice tracking, and account detail updates, hence addressing the need for immediate, round-the-clock customer service. The software is intuitive and easy to use, enabling businesses to streamline their billing operations, reduce manual work, and improve customer satisfaction.

Best for teams that are

  • Large enterprises managing high-volume, complex transactions.
  • Companies using usage-based, consumption, or hybrid pricing.

Skip if

  • Small startups seeking a simple out-of-the-box billing tool.
  • Solopreneurs with basic, flat-rate invoicing requirements.

Expert Take

The BillingPlatform Customer & Payment Portal stands out in the invoicing and billing industry for its in-depth client portal features. It provides 24/7 access, enabling customers to make payments, track invoices, and update their account details instantly. This not only improves customer satisfaction but also reduces the workload of the invoicing team. The software's automated billing operations make it a popular choice among industry professionals who are looking to streamline their processes and increase efficiency.

Pros

  • 24/7 customer access
  • Easy invoice tracking
  • Instant account updates
  • Intuitive interface
  • Automated billing operations

Cons

  • No pricing transparency
  • Requires some technical understanding
  • Customization may need support

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 InvoiceCloud Digital Payments
Web-only No Contact for trial No Enterprise API only Email/Ticket only Not specified Oracle, SAP, QuickBooks Enterprise plans only Contact for pricing
2 Sage Business Cloud Accounting
Yes No Yes - 30 days Yes Yes Email/Ticket only Not specified Shopify, PayPal, Stripe No $10/month
3 SuiteDash Client Portal Software
Yes No Yes - 14 days Yes Yes Yes Not specified Stripe, PayPal, QuickBooks Yes $19/month
4 Zanda Health Payment Processing
No No Yes - 30 days No Yes Email/Ticket only ISO 27001 Stripe, Xero, Google Calendar No $29/month
5 Online Payments
No No Contact for trial No Yes Email/Ticket only ISO 27001 Shopify, WooCommerce, Magento Enterprise plans only Contact for pricing
6 BILL.com Financial Operations
Yes No Yes - 30 days Yes Yes Yes SOC 2 QuickBooks, Xero, NetSuite Enterprise plans only $45/month
7 Bill4Time Client Portal
Yes No Yes - 14 days Yes Yes Email/Ticket only Not specified QuickBooks, PayPal, Stripe No $29/month
8 TimeSolv Billing Solution
Yes No Yes - 30 days Yes Yes Email/Ticket only Not specified QuickBooks, Xero, Dropbox No $39/month
9 Square Invoicing Software
Yes Yes No Yes Yes Yes Not specified QuickBooks, Xero, WooCommerce No Free
10 Ignition Agreement & Payment Automation
Web-only No Yes - 14 days Yes Yes Yes Not specified Xero, QuickBooks, Stripe No $79/month
1

InvoiceCloud Digital Payments

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Oracle, SAP, QuickBooks
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
2

Sage Business Cloud Accounting

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Shopify, PayPal, Stripe
Supports SSO
No
Starting Price
$10/month
3

SuiteDash Client Portal Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Stripe, PayPal, QuickBooks
Supports SSO
Yes
Starting Price
$19/month
4

Zanda Health Payment Processing

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Stripe, Xero, Google Calendar
Supports SSO
No
Starting Price
$29/month
5

Online Payments

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Shopify, WooCommerce, Magento
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
6

BILL.com Financial Operations

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
QuickBooks, Xero, NetSuite
Supports SSO
Enterprise plans only
Starting Price
$45/month
7

Bill4Time Client Portal

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, PayPal, Stripe
Supports SSO
No
Starting Price
$29/month
8

TimeSolv Billing Solution

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Xero, Dropbox
Supports SSO
No
Starting Price
$39/month
9

Square Invoicing Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Xero, WooCommerce
Supports SSO
No
Starting Price
Free
10

Ignition Agreement & Payment Automation

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Xero, QuickBooks, Stripe
Supports SSO
No
Starting Price
$79/month

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for invoicing and billing platforms with client portals and online pay products outlines a rigorous evaluation methodology based on key factors such as specifications, features, customer reviews, and ratings. Special considerations for this category include the ease of use of client portals, the variety of payment processing options, integration capabilities with existing financial systems, and the overall value proposition of each product. Rankings were determined by analyzing data from product specifications, comprehensive customer feedback, and comparative pricing models to ensure that users receive a reliable assessment of each platform's strengths and weaknesses.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of invoicing and billing features.
  • Selection criteria focus on client portal functionality and online payment processing capabilities.
  • Comparison methodology analyzes customer feedback and expert reviews to ensure reliable recommendations.
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