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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
No
API Access
Has API
Yes
Integrations
Microsoft Excel
Yes
Zapier
Yes
AppZen
No
COZYROC SSIS+ Suite
No
CardConnect
Yes
ConnectBooster
Yes
FAT FINGER
No
Facebook Ads
Yes
Genuity
No
Maintenance Care
No
Integrations
Microsoft Excel
Yes
Zapier
Yes
AppZen
Yes
COZYROC SSIS+ Suite
Yes
CardConnect
No
ConnectBooster
No
FAT FINGER
Yes
Facebook Ads
No
Genuity
Yes
Maintenance Care
Yes
Pricing Details
$190 per month
Free Trial
No
Free Version
Yes
Pricing Details
$5.00/month/user
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
Product Features
Accounts Payable
Approval Process Control
No
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
No
Vendor Management
No
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
Yes
Time Tracking
Yes
Workflow Management
Yes
