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About

All your clients' invoices online, giving a real-time overview of financials with alerts for missing and unpaid bills. Quickly locate invoices, making it easier for your client to pay bills. Less emails, less phone calls - everyone views the same data. Get a competitive edge by empowering your clients with more control and a deep understanding of their finances. We take your financial security very seriously, and adhere to the highest industry standards regarding data security and fraud protection. All your clients’ unpaid bills in one centrally-managed place, making it easier to track and pay bills. Automatic alerts for missing invoices, enabling easy tracking and keeping your clients on top of their finances. Extract any data from the system, export data to Excel and invoices to PDF. Filter invoices by upload date, amount, due date and more.

About

First, we get to know you and your business so that we can get your company onboarded with Carly. We schedule a meeting to connect Carly to your financial accounts and QuickBooks. Then we introduce you and your staff to Carly. You can now get back to running your business and let Expex and Carly manage your bookkeeping. When there are items you need reviewed, Carly will let you know, so you don’t have to worry about missing any critical accounting tasks. Every month, Expex will deliver clean financial reports so you can review them with your team, CPA, or other advisors. At the end of the year, there’s no cleanup or catch-up work required; you get tax ready financials that can be handed to your CPA so they can get started on your tax return. Expex developed Carly, an automated bookkeeping application that can learn how to process transactions for you, notify you when there are things you need to do, and give you insights into your finances.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants and small business owners looking for a business finance management solution

Audience

Companies in search of a bookkeeping solution to improve their record keeping operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$39 per user per month
Free Version
Free Trial

Pricing

$19.50 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Billbeez
Founded: 2015
Israel
billbeez.com

Company Information

expex
Founded: 2015
United States
expexinc.com

Alternatives

Alternatives

Categories

Categories

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Integrations

QuickBooks Online

Integrations

QuickBooks Online
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