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Average Ratings 18 Ratings
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Description
DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.
Description
Track expenses, pay bills and generate invoices. Collect payments, plan trips and manage company credit cards. All your preccounting in one app
Expense Management – Snap a photo from a receipt with SmartScan to make expense reporting, approval, next day reimbursement, and syncing your accounting software.
Expensify Card – Get the best business card for faster expense reporting, making corporate card reconciliation and expenses a breeze.
Bill Pay - Send your vendor invoices to Expensify for automatic tracking and approval.
Invoices – Create and send invoices while collecting payments and syncing to your accounting package.
Travel - Book flights and hotels by speaking with Concierge, your personal travel planner.
Personal Payments – Split bills, request payments and chat with friends. Expensify.cash is a great place to start!
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Zapier
AccountsIQ
AdQuick
COZYROC SSIS+ Suite
Coexsys Timekeeping Cloud
CoreSuite
Indent
Integration Hub
Meta Ads
Integrations
Microsoft Excel
Zapier
AccountsIQ
AdQuick
COZYROC SSIS+ Suite
Coexsys Timekeeping Cloud
CoreSuite
Indent
Integration Hub
Meta Ads
Pricing Details
$190 per month
Free Trial
Free Version
Pricing Details
$5.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DepositFix
Founded
2014
Country
United States
Website
www.depositfix.com
Vendor Details
Company Name
Expensify
Founded
2008
Country
United States
Website
use.expensify.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
