List of the Top 23 Billing and Invoicing Software for Microsoft Excel in 2025

Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

1CRM is an incredibly adaptable all-inclusive customer relationship management system designed specifically for the thorough management of small to medium-sized enterprises. Its main advantage lies in the seamless incorporation of order management functions—such as quotes, invoices, product catalogs, purchase orders, and inventory tracking—alongside customer service and project management, all within a single cohesive CRM structure. This integration enables businesses to streamline operations and enhance efficiency across various departments.

Plus & Minus is a comprehensive ERP financial platform designed with a unified file system at its core. It provides collaborative features for accounting and procurement, as well as tools for overseeing sales, generating operational reports, and performing various other tasks. Users of Plus & Minus can effectively keep track of sales, handle essential financial operations, and produce tailored business reports while also managing important documents. Moreover, Plus & Minus offers flexibility in deployment, allowing users to choose between on-premises solutions or cloud-based options for their operations. This adaptability ensures that businesses can optimize their resource planning according to their specific needs and preferences.

Synder serves as an effective accounting solution tailored for small enterprises. It boasts exceptional customer support, round-the-clock service, and sophisticated automation features. Once integrated with your various sales channels and payment systems, Synder takes care of your bookkeeping automatically. This results in precise and reliable synchronization, proper categorization, real-time data reconciliation, and seamless transaction data management. It meticulously maintains accurate records of all payment information, eliminating any duplicates. The comprehensive and fully accurate Profit and Loss Reports offer valuable insights that can assist you in evaluating your business's cash flow or planning your budget effectively. The software operates efficiently and requires no manual login, making it convenient to use. Synder also allows users to implement sales taxes based on different criteria such as location, shipping addresses, and product details. Additionally, clients receive reminders for regular payments through recurring invoices. For those interested, Synder provides a free trial, allowing potential users to explore its capabilities firsthand. Overall, Synder stands out as a robust tool for managing financial tasks effortlessly.

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Manage your expenses, settle bills, and create invoices seamlessly. Easily receive payments, organize trips, and oversee company credit cards, all within a single application designed for comprehensive pre-accounting tasks. Expense Management – Utilize SmartScan to capture receipt images for effortless expense reporting, approvals, next-day reimbursements, and seamless integration with your accounting software. Expensify Card – Experience the ultimate business card that simplifies expense reporting and streamlines the reconciliation process for corporate cards. Bill Pay – Forward your vendor invoices to Expensify for hassle-free tracking and approval automation. Invoices – Effortlessly generate and dispatch invoices while collecting payments and ensuring synchronization with your accounting system. Travel – Plan your trips, including flights and accommodations, by consulting with Concierge, your dedicated travel assistant. Personal Payments – Easily share expenses, request payments, and communicate with friends, making Expensify.cash an excellent starting point for managing your finances. With these features, you'll find that your financial management is not only simplified but also more efficient than ever before.

AccountSight, a cloud-based Professional Services Automation tool, primarily targets emerging businesses and startups by offering a range of essential features. These include project management, time tracking, billing, invoicing, expense management, resource allocation, and comprehensive billing solutions. Users have the ability to attach receipts for expenses and timesheets to their project invoices, facilitating effective project planning, forecasting, and scheduling. Moreover, AccountSight enables the tracking of both actual and anticipated costs, as well as comparing hours worked on a project against the time allocated. Administrators can generate estimates, project budgets, and competitive bids, with the added functionality of transforming estimates directly into invoices. Additionally, AccountSight provides mobile applications for both iOS and Android, enhancing accessibility and usability for users on the go. This multi-platform availability ensures that businesses can manage their operations seamlessly, no matter where they are.

Emburse offers a suite of highly reliable and effective financial automation tools recognized globally. Among its offerings is Emburse Expense Professional, designed to enhance the workplace experience while delivering solutions for expense management, accounts payable, and business travel tailored for expanding businesses. This innovative platform not only automates various business functions but also prioritizes exceptional customer support and efficiency. By simplifying report generation for employees and expediting the approval process, it significantly eases the workload for accounting teams regarding reimbursements and reporting. Recognized by IDC as a Leader in expense management, Certify, a part of Emburse, is trusted by over 4,000 organizations, including notable names such as Boot Barn, H&R Block, and Virgin Galactic, effectively optimizing processes related to expenses, purchases, and travel arrangements. With its robust features, Emburse Expense Professional sets a new standard for financial automation in the corporate environment.

Vcita serves as a comprehensive business management application tailored for small to medium enterprises. This platform provides an extensive array of functionalities that assist SMBs in enhancing their everyday operations and fostering better client relationships, ultimately aiding in their growth and success. Key features encompass client management, calendar organization, billing and invoicing systems, online appointment scheduling, and lead generation tools. Additionally, vcita seamlessly connects with numerous other platforms, such as Facebook and QuickBooks, to further expand its usability and efficiency. By leveraging these integrations, businesses can optimize their workflows and improve overall productivity.

Digital CFO serves as an automated ERP accounting software designed for financial management and reporting, functioning independently of business size or industry. IDOS facilitates real-time and precise transaction processing, ensuring that the data generated is immediately accessible for all reporting and analytical purposes. This software is suitable for a diverse range of businesses, from small and medium-sized enterprises to large multinational corporations with various branches or operational segments. Notably, IDOS is trusted by two of the Big 4 Global Accounting and Audit firms for their accounting, financial management, and reporting needs. One of the standout features of IDOS is its capability to enhance business interactions within their operational ecosystems, offering a digital portal for customers, vendors, and bankers to engage and transact with the business in real time. For further details and inquiries, we invite you to reach out to us. Using IDOS can streamline your financial processes and improve collaboration with essential stakeholders.

Sage 50 streamlines your business operations, allowing you to devote less time to administrative duties and financial anxieties. With our solution, you can reduce the number of tools you use, as it offers secure remote access to essential company data, analytics, customer records, and critical documents, enabling you to work flexibly and at your convenience. The integration with Microsoft 365 ensures you can utilize vital applications such as MileIQ, OneDrive, SharePoint, Teams, and Sage 50 financials from any device, regardless of your location. This also encompasses key Microsoft Office applications like Outlook, Word, and Excel, enhancing your productivity. The Outlook Connector feature further optimizes your time management by seamlessly syncing your Microsoft Outlook contacts with those in Sage 50. This allows for quick and easy access to vital customer information, including credit limits, contact details, and order history. Additionally, Sage Intelligence, powered by Microsoft Excel and Power BI, delivers valuable insights into your business data, helping you make informed decisions. With these tools, you can enhance your operational efficiency and drive your business forward.

inSitu Sales offers a robust mobile sales application that includes features such as route management, order processing, and inventory oversight, among other tools designed to enhance the sales workflow. By equipping sales teams with mobile devices and access to up-to-the-minute data, they can efficiently handle customer interactions, monitor stock levels, and manage order fulfillment while on the move. This solution serves as an integrated cloud-based mobile order management system compatible with various ERP platforms like QuickBooks®, Xero, SAP, and Excel. Additionally, our B2B eCommerce solutions are tailored to support seamless online transactions between businesses. The platform provides an intuitive interface that allows companies to build their online catalogs, display products, and enable customers to place orders directly through the system. This not only simplifies the ordering process but also facilitates effective management and fulfillment of customer orders while offering clients a convenient self-service option. Ultimately, inSitu Sales' B2B eCommerce solutions are designed to elevate the overall purchasing experience for businesses by merging the convenience of online ordering with the vital personalized service and relationship management required in B2B dealings. Through these innovations, businesses can enjoy increased efficiency and stronger customer relationships.

Rompslomp is an intuitive accounting solution tailored specifically for entrepreneurs, freelancers, and self-employed individuals eager to streamline their business practices. This program is engineered to simplify online accounting, ultimately saving users a significant amount of time. Effort distinguishes itself from conventional accounting software through its user-friendly interface, making it particularly beneficial for self-employed individuals and sole proprietors, while also being suitable for various organizations, including BVs, sports associations, and foundations. Rompslomp eliminates the need for users to grapple with complex accounting jargon such as general ledgers, as the platform manages these elements on your behalf. You can effortlessly generate an invoice personalized with your logo, and it will be automatically integrated into your accounting records. Additionally, our mobile app allows users to scan receipts directly with their Android or iPhone/iPad, conveniently organizing them in a virtual "shoebox." When it comes time to submit your VAT return, the process is incredibly swift, taking just seconds to complete, and this functionality is accessible via both mobile apps and all computer platforms for maximum flexibility.

Enhance the efficiency of your practice by leveraging automation, encouraging team collaboration, and improving client satisfaction through the use of OfficeTools CPA practice management software. Delve into our resource hub to learn how leading firms are expanding their service offerings and enriching the client experience. With our all-encompassing accounting practice management software, you can oversee time tracking, billing, invoicing, client relationships, projects, and documents all from one unified platform while effortlessly integrating with key business applications. Eliminate the frustration of repetitive data entry across multiple tax software, accounting systems, calendars, and emails. By centralizing all vital information, you can gain a thorough understanding of the Who, What, Where, When, and Why, which will help you to focus your efforts more strategically. Equip your clients for success today while also crafting a vision for the future with a customized accounting and tax practice management solution that empowers your team to deliver exceptional results. This cutting-edge software not only boosts productivity but also plays a pivotal role in nurturing enduring client relationships, ultimately contributing to a more robust business. By embracing these innovations, you can position your firm for long-term success in a competitive landscape.

Amber-JCS is an all-encompassing timesheet and billing software specifically designed for professionals in the UK, such as surveyors, architects, and consulting engineers, with a focus on small to medium-sized enterprises. In light of the increasing preference for platform integration, Amber-JCS functions as a hybrid solution, enabling users to choose between local data storage in the office or cloud access for seamless operation from various locations. Primarily compatible with Windows, this software maximizes the potential of PCs and laptops, delivering a strong and reliable user experience. Key among its features is customization, which allows users to tailor the software to their specific needs, including a unique sales invoice format that can manage balances for larger projects. Moreover, we prioritize the software's long-term adaptability, ensuring that Amber-JCS progresses and improves through ongoing feedback from its users. It is noteworthy that this well-regarded software is also offered at a competitive price, with an affordable monthly subscription model and a hassle-free cancellation policy. Overall, Amber-JCS emerges as a versatile and efficient option for professionals in search of effective billing and timesheet management solutions that can grow with their business. This adaptability makes it a compelling choice for those who appreciate both functionality and flexibility in their software tools.

bluQube's accounting solutions empower mid-sized enterprises with essential tools and insights for success. By utilizing the appropriate software, your finance team can concentrate on critical areas like strategic planning and financial results. Our approach sets us apart, ensuring that our clients experience genuine, measurable advantages. As an Oracle Gold partner, we provide True Cloud Accounting, fixed-price implementations, real-time analytics, comprehensive UK support, and software that seamlessly integrates with any system! We are dedicated to fostering efficiency and effectiveness in financial management for our customers.

Effortlessly generate quotes and invoices with Factomos, enabling direct edits to the final document while showcasing a polished business image through tailored templates. Real-time bank balance monitoring is available, allowing you to securely link invoices to transactions via connections with over 90 banking services, all safeguarded by AES encryption (note that no transactions can be processed through Factomos). Additionally, Factomos provides binders for document organization, ensuring that files are always accessible, regardless of format. You can easily retrieve your information at any time, with Excel and PDF export options available in all sections and modules. Moreover, Factomos delivers insights into your activities over chosen timeframes and keeps you updated on transactions you wish to monitor in real time. For services requiring automated billing, we provide APIs to further simplify the process. This all-encompassing solution is crafted to boost your efficiency and facilitate seamless business operations, making it a vital tool for your enterprise. With these features, Factomos stands out as a reliable partner in managing your business needs effectively.

Modern Bill has developed an innovative GST Accounting Software specifically designed for small enterprises, allowing them to easily create sales invoices, oversee inventory, and file GST returns. This user-friendly software is so intuitive that even those lacking computer or accounting experience can utilize it without any hurdles. The input interfaces are simple and resemble fill-in-the-blank forms, making it easy for users to provide information in the appropriate fields. This straightforward design ensures that anyone, regardless of their skill level, can use the software effectively. In addition, users have the capability to produce delivery notes or challans effortlessly through customizable templates and handy shortcuts. Seize business opportunities by generating client quotes directly from your laptop, even when offline. The software also streamlines the management of sales orders and advance payments, facilitating smooth transactions to Karigars. Moreover, it efficiently addresses all facets of purchase orders and raw materials, enabling direct transitions to purchase invoices. Modern Bill is designed to cater to the varied needs of today’s business leaders, solidifying its position as an indispensable tool for achieving success. In a rapidly changing business environment, adopting such a comprehensive solution can greatly improve operational efficiency and boost productivity, ultimately driving growth and innovation within your organization.

treyFACT SQL provides a comprehensive solution for managing the entire buying and selling process, addressing key elements including budgets, orders, delivery notes, invoices, payment terms, collections, commissions, periodic billing, contracts, remittances, and special pricing. It is designed to efficiently oversee multiple warehouses while incorporating features that manage product attributes such as sizes and colors, along with lots and series, customer deposits, and both composite and manufactured inventories. Beyond inventory management, the system includes customer relationship management (CRM) capabilities, enabling users to oversee calls, tasks, alarms, and maintain an appointment schedule, as well as manage incidents and suggestions, plus handle mailing operations. The software's versatile configuration allows users to create new fields in essential modules, customize document formats and list layouts, save searches, and sort grids, in addition to developing and storing personalized filters for data retrieval. Users can conveniently import data for customers, suppliers, and products directly from Excel, and the software seamlessly integrates with a variety of accounting platforms such as Contaplus, A3, Contasol, and Contanet. Moreover, businesses have the flexibility to install the software on their local machines or opt for the Treyder Cloud Server, enhancing accessibility and ease of use. This adaptability ensures that organizations can customize the software to meet their unique operational requirements and workflows, ultimately fostering greater efficiency in their processes. Additionally, this level of customization empowers businesses to stay agile and responsive in a dynamic market environment.

Kernel provides a simple and efficient way to create and handle your invoices, establishing itself as the only invoicing tool you'll ever need. Our platform focuses on enhancing the invoicing experience for small business owners, especially in developing areas. In under a minute, users can generate official invoices through an intuitive interface that is both easy and straightforward. Ditch the old-fashioned manual invoicing methods and welcome the automation of your recurring invoices with open arms. Keep your financial health in check by monitoring receivables with our clear and concise reports, which help ensure payments are made on time. Everything necessary for hassle-free online invoicing is readily accessible to you. You can oversee clients, automate your invoices, and retrieve reports, all from one convenient location. With our free online invoice generator, professional invoices can be created and downloaded in just seconds. Moreover, we offer complimentary templates for invoices and receipts in multiple formats, such as Word and Excel. Recognizing that not everyone has a finance background, our tools are crafted to be user-friendly, removing the need for deep financial expertise. Consequently, anyone can effectively take advantage of our invoicing solutions, empowering them to manage their finances with confidence and ease. This ensures that even those new to invoicing can navigate the process without feeling overwhelmed.

FIELDBOSS is a comprehensive software solution for field service management, designed specifically on the Microsoft Dynamics Platform. It streamlines intricate operations, facilitating seamless connections between field service contractors, customers, and the necessary equipment. By equipping organizations with real-time insights into profitability, FIELDBOSS enhances decision-making for management teams. The company is overseen by a dedicated group of Certified Microsoft Technology Specialists and Chartered Professional Accountants, who have been delivering exceptional services in the Microsoft consulting sector since 1989. Additionally, FIELDBOSS has established offices in both New York City, USA, and Toronto, Canada, further expanding its reach in the market.

Invoicing systems are vital for ensuring a steady cash flow for businesses of all sizes. It is imperative to steer clear of systems that are slow, unwieldy, overly dependent on paper, or disconnected from other financial and operational tools. Sadly, such inefficiencies are prevalent and can result in decreased business productivity and cash flow issues. On the other hand, xpdInvoice billing software presents a remedy by transforming a troublesome invoicing process into a significant revenue-generating tool. Featuring an intuitive, menu-driven interface that is accessible through a secure web portal, as well as seamless integration with essential business applications like timesheets, human resources, and project management, xpdInvoice serves as a crucial partner in enhancing productivity and increasing revenue, thereby offering a quick return on investment. By implementing xpdOffice’s billing software, you can remove barriers that delay your invoicing and ensure that payments are received on time, leading to a more efficient financial operation. This shift not only boosts cash flow but also significantly elevates the overall effectiveness of the organization. Consequently, integrating such advanced software is a strategic move toward long-term financial health and operational excellence.