Biller Genie Review

flag Save time with automated billing & reminders
  • Integrates with most accounting software
  • Fully customizable invoices & client portal
  • Syncs with Quickbooks desktop & online
  • Recurring invoice capabilities
Support
8 /10
Good for
Small business
Trial/Demo
Free trial & demo
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  • author: Daniel Ndukwu
  • 03.07.19
  • Comments

Rating

  • "Price"
    9 /10
  • "Features"
    7 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    8 /10

Overview

Biller Genie was founded in 2018 by Thomas Aronica to help businesses spend less time chasing payments and more time on their core competency. It’s a simple-to-use, all-in-one online invoicing platform that makes it easier to present a professional face to your clients and automate a lot of your work. The platform has been endorsed by major national accounting firms and several trade associations and received a number of consumer technology awards. Biller Genie is ideal for small to medium businesses in almost any industry.

Plans & Pricing

Biller Genie offers 3 plans with a monthly fee, plus pay-per-invoice rates. Each plan includes all of Biller Genies features. They also offer a couple of add-on services for businesses who need something extra.

Essentials

The essentials plan costs $19.95/month + 1% per invoice, for businesses with up to $6,000 in monthly invoice volume. In includes the invoice manager, late fee manager, customer portal & mobile app, and integrated payments.

Professional

Their most popular plan is the professional plan. It is $49.95 per month + .5% per invoice, for businesses with up to $100,000 in monthly invoice volume. It includes all the features of the essentials plan.

Corporate

Like the two other plans, the corporate plan includes all the same features. It costs $299.95 per month +.25% per invoice, for businesses with more than $100,000 monthly invoice volume.

Optional Add Ons

ACH Processing

Biller Genie also provides payment processing for an additional $20 per month or .50¢ per transaction (whichever is greater). Your customers will have access to a branded self-service portal. This secure platform allows you to collect authorization forms with eSign, convert paper checks to electronic transaction, and provides automated reconciliation with your accounting software.

Paper Mail

For businesses who still use paper invoices, Biller Genie offers their paper mail service for $1.50 per reminder + .25¢ per extra page. Biller Genie automatically prints, stuffs, posts, and mails branded invoices and reminders, saving you 90% from manually processing your own paper invoices.

Essentials
$19.95/mo + 1%/invoice
Professional
$49.95/mo + .5%/invoice
Corporate
$299.95/mo + .25%/invoice

Features & Functionality

Biller Genie is free but comes packed with useful features to speed up and automate your workflow. It’s available as a standalone web app that’s compatible with most, if not all, browsers. Right out the gate, you’re able to make customized invoices and send them to your clients so they can view it online. It’s simple to track every view and other actions associated with invoices you’ve sent out. Add customers, access simple reports, understand how much you’ve got coming in, and more.

Recurring billing

When you’ve set up a payment processor, Biller Genie gets even more powerful. You can create custom recurring billing rules for each of your clients. When they accept the terms, they’ll automatically be billed at the beginning or end of the period.

Branded customer portal

Maintain a professional image by sending your customers to a branded portal when they want to pay. They can view their past payments, current invoice, add multiple payment methods, and update contact information or settings.

Automated reminder emails

Following up clients for payments is time consuming. It only gets harder the more your business grows. Automated invoice reminder emails can be set to go out at specific intervals after the initial invoice has been delivered to clients.

Late fees management

Late fees, no matter how you may feel about them, are an effective motivator for clients who’ve not paid. After stipulating the late fee percentage in Biller Genie, it’ll include that information in the invoice and start to calculate it after the invoice is overdue.

Add-Ons and Integrations

Biller Genie has one-click integration with popular accounting software like QuickBooks Desktop, QuickBooks Online, Xero, AccountingSuiteTM, and more. This is extremely helpful when it comes to keeping your books in order.

Ease of use

Most Within a few minutes, you’ll be able to understand what most of the features are and how to use them. The onboarding process helps you set up the major options like your company name, logo, and contact information. The dashboards are simple and give you the most important information for getting the job done. It’s important to note that the interface isn’t overly polished and the reports gives you just enough information to ensure you’ve been paid.

Pros & Cons

  • Easy to use and get set up
  • Seamless integration with popular accounting software
  • Send automated invoice reminders to overdue clients
  • Branded online portal for clients
  • Knowledgeable live-operator support staff
  • The reporting features give you the bare minimum
  • All plans are pay-per invoice

Customer support

Biller Genie offers multiple support options for its customers which are available during business hours. The app is incredibly simple so they seem to have skipped out on a knowledgebase and instead opted for a few tutorial videos. The majority of users online agree that the support is responsive and knowledgeable.

  • Phone Support
    Free phone support is available during business hours.
  • Live Online Chat
    Live chat support is also available during business hours.
  • Email
    Email support is available.
  • Video Tutorials
    There are tutorial videos available on YouTube.
  • Blog
    It maintains a blog for product updates, tutorials, and small business finance advice.

Final Word

Biller Genie is a simple point solution that does what it’s meant to do. You’re able to sync with a few major accounting apps, create invoices, and set up email reminders that go out automatically. It goes a step further by creating branded customer portals clients can use to pay you.

It’s important to know that Biller Genie won’t substitute your accounting app or help you do anything beyond send invoices and collect payments. Biller Genie is a simple tool that understands its core use case and performs it well. If you’re having trouble keeping up with past due invoices then you’ll get a lot of value from Biller Genie.

Daniel Ndukwu>
Daniel Ndukwu
author

Daniel is a small business owner at large helping his peers navigate the challenges they experience on a day to day basis. His philosophy is simple, if it isn’t broken you can still make it better.

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