Boathouse vs. Chartsy Comparison Chart

EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization

Melio is an accounts payable tool built to simplify bill payments, boost workflow efficiency, and optimize cash flow for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Pay vendors online through bank transfers or credit/debit cards, even if they typically accept checks—Melio manages the manual work for you. Effortlessly integrate with QuickBooks and Xero to ensure your financial records stay current. With Melio, pay by bank transfer or card to extend cash flow and earn rewards. Adding vendor or bill details is a breeze—input them manually, upload files, or take a photo of invoices. Schedule payments to align with your cash flow, and let Melio handle the rest. International vendor payments are made easy by paying in their local currency for products and services your business needs. The Melio mobile app, available for iOS and Android, lets you monitor and manage payments anytime, giving you full control over your finances on the go.

Affiliate, influencer & referral management software in one platform. Connect your billing, set commission rules and launch same day. We integrate natively with Stripe, Paddle, Chargebee, Recurly, and Braintree. Every billing event flows through: upgrades, downgrades, renewals, refunds, and cancellations each adjust commissions automatically, so payouts always match revenue. Payouts can run fully auto-managed, or in bulk via PayPal and Wise. Tax forms (W-9/W-8BEN) are collected before money moves and invoices are generated on every payout, cutting out most of the admin that normally comes with running a program. Your promoters work from a dashboard carrying your brand, with their links, coupon codes, and earnings in one place. On your side: advanced 18-point reporting, custom commission structures from flat fees to multi-tier, fraud detection, and broadcast emails to your entire promoter base. Launch your program today! 14 days free trial. No credit card needed.

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Datagate is a SaaS, telecom billing solution for MSPs that sell UCaaS, VoIP, mobile voice & data services under their own brand. Datagate integrates with popular software systems that MSPs use including ConnectWise Manage, QuickBooks, Xero, Stripe, Authorize.net and others. Suitable for MSPs in USA, Canada, UK, Australia and New Zealand; Datagate & partners handle all telecom tax & compliance requirements.

Monk is an AI-native accounts receivable platform that automates invoice to cash for B2B finance teams: invoicing, AP portal submission, collections and cash application, on top of your existing ERP. Across the $2B+ in receivables Monk manages, 92% of enterprise invoices have to be submitted through a corporate AP portal rather than paid from an emailed invoice. Monk submits into more than 600 of them, including Coupa, Ariba and SAP Business Network, and uploads 87% autonomously. Julia, the Monk agent for Intelligent Collections, reads customer replies and responds to what was written rather than advancing a fixed dunning sequence. 90% of invoices resolve without escalation. Email sends from your own mailbox via Gmail or Microsoft 365, so there is no new sending domain. Payments match to open invoices at 80%, rising to 95% with rules your team configures. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. Live in one to three days. SOC 2 Type II.

UENI is the done-for-you website builder for small businesses. Instead of dragging blocks around a DIY editor, a real human team designs, writes, and launches your professional website in about 7 days. Best for local service businesses: tradespeople, contractors, salons, barbers, clinics, cleaners, restaurants, photographers, and consultants who need a small business website fast and do not want to build it themselves. Built for you, included in every plan: • A custom, mobile-friendly small business website designed and written by UENI's team • Fast, secure web hosting with a free SSL certificate • A custom domain name and professional business email • SEO setup and Google Business Profile optimization so local customers find you on Google • Online booking and appointment scheduling • Online payments, invoicing, and an online store with 0% UENI transaction fees on sales and bookings • Lead-capture and contact forms that send enquiries straight to your inbox • Unlimited done-for-you edits: email the change, our team makes it, you never touch code • A 1:1 launch and training call Pricing that undercuts web design agencies. Website Launch is $24.99/month plus a $79 setup fee, where agencies routinely charge thousands for the same deliverable. Plus is $59/month and adds advanced SEO, third-party integrations, and priority phone support. Growth is $124.99/month and adds a dedicated growth team, a marketing plan, and monthly 1:1 marketing sessions. Every plan carries a 30-day money-back guarantee. Choose your platform: UENI CMS, Wix, or WordPress. You get the technology you want with the done-for-you service DIY builders do not offer. Since 2014 UENI has built websites for over 700,000 small businesses worldwide, and is rated 4.8 out of 5 on Trustpilot from more than 9,000 reviews. Choose UENI if you want a professionally built website, local SEO, hosting, domain, business email, bookings, and payments for one low monthly price. Choose a DIY website builder instead if you want to design every page yourself.

Developed by MCL Systems Limited, Cadebill is a fully integrated convergent charging, billing and service delivery solution for the telecom, utilities, data center, call center industries. Cadebill offers a wide range of software modules that help these enterprises to efficiently offer innovative products or services to the market, promote rapid rollouts with accurate billing, eliminate redundancy, and streamlines and automates common operational processes to reduce CAPEX/OPEX with lower total cost of ownership (TCO) and higher return on investment (ROI). Key features include inbuilt financial accounting or integration with leading financial accounting systems, mediation/rating engine that handles very large volumes calls/transactions, recurring billing, telecom/utility taxation, CRM, inventory management, customer web portals, open API integration with many platforms, workflow engine for automation, AI engine to support system users and customers.

eMembership is labor union software, built for the way locals actually run. It brings member records, dues, employers, contracts, grievances, organizing, dispatch, communications, and member self-service into one system, so your staff can stop juggling spreadsheets and disconnected tools. More than 55 labor unions across the US and Canada run on eMembership, and most of them are locals. The platform has 18 configurable modules, including Member Management, Employer Management, Contract Management, Member and Employer Payments and Billing, Grievances, Organizing, Dispatch, Call Center, Meetings and Events, Surveys and Votes, Integrated Email and Text, Electronic Signatures, and Reports and Queries. We configure every implementation to your union's bylaws, contracts, and structure. eMembership handles classification-based dues across multiple contracts and multi-employer remittance. Grievances follow the steps in your contract, with deadline reminders routed to the assigned rep, and DOL-compliant electronic voting is built in. Members get a native iOS and Android app and a web portal. Both sync with your staff system in real time, so members can pay dues, update their information, and check their status without calling the hall. Winmill Software has been in business since 1994. We built the first version of eMembership in 2008, and we still build, run, and support it today. eMembership runs on infrastructure Winmill owns and operates inside a SOC 1 and SOC 2 audited, ISO 27001 certified facility, with HIPAA Security Rule and PCI DSS compliance maintained for the eMembership environment. We take care of the servers, security patches, monitoring, and nightly encrypted offsite backups, so your team can focus on members. Every engagement starts with a fixed-scope, fixed-price Discovery Project. Your data migrates into a parallel environment your staff validates, and nothing goes live until your team signs off. After launch, two scheduled releases a year are included in your subscription, and our US-based team provides support backed by defined response targets. Pricing follows the modules you use, with no per-seat or per-member fees, so adding members or staff never raises your software bill.

InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.