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Billing software evaluation: 

Your billing software evaluation guide

We compiled a comprehensive billing software evaluation guide that supports you with the process of finding a new billing software to strengthen your revenue infrastructure.

Included in our buyer’s guide:

  • How your billing infrastructure impacts your revenue strategy
  • The ROI of a recurring billing platform
  • How much can you save with billing automation
  • The 11 core functionalities of a SaaS billing software
  • 8 reasons why you have outgrown your manual billing
  • 7 reasons why you have outgrown your current billing platform
  • Your billing software evaluation guide
  • 7 steps to migrate to a new billing software
  • The secret to a successful migration to a new billing software

 

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Billing software evaluation guide - preview

Revenue strategy

Your billing infrastructure impacts your strategy

(Recurring) billing is not just a finance topic. If you have a billing software that easily scales with your business growth, can be used for different pricing and billing strategies and is seamlessly integrated into your accounting tech stack, you gain more control over your revenue data and activities.

Read in the Frisbii Buyer’s Guide, why billing actively shapes your strategy and how important billing automation is to not just stay afloat but to race ahead in an ever-changing market.

Billing automation

How much can billing automation save you?

Even in big finance teams, many invoices are still handled manually because there are no appropriate systems in place to manage more complex billing models. However, manual billing is not just difficult to scale but also increases the amount of billing errors which can cause critical compliance issues and negatively impact customer relationships.

Use our billing savings calculator to see how much money you can save each year when you switch from manual to automated billing.

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50%

is the average of work saved with billing automation for our customers.

66%

of employees have noticed improvements of their work after technology changes.*

*Eagle Hill

Software evaluation

Evaluate billing software vendors with our evaluation matrix

Our Buyer’s Guide includes a billing software evaluation matrix to weigh different features and capabilities and compare vendors at a glance. Additionally, we provide you with a list of the most common capabilities a strong billing software should provide – depending on your business model and market strategy.

Dive into the must-haves and the nice-to-haves and make the right choice based on your individual use cases and pain points.

Find the best recurring billing software

Read, how to define use cases, create a long list and turn it into a short list and avoid migration pain points with our comprehensive billing software buyer's guide.

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Features

Subscription & billing management

  • Features

  • Starter

  • Growth

  • Enterprise

  • Multi-plan creation, add-ons, extras
    Create and customize multiple subscription plans with flexible add-ons and extras tailored to your product or service needs
  • Plan catalogue
    Easily manage a centralized catalog of all your subscription plans, including updates and new offerings
  • Flexible pricing models
    Flat rate, freemium, tiered, per-seat, volume - whatever your product or service monetisation strategy
  • Trial management
    Manage free trials effectively, including duration, upgrades, and automatic conversions
  • Set up fees
    Include one-time setup fees in your plans and billing workflow with full transparency
  • Payment reminders
    Automate reminders for upcoming or overdue payments to minimize churn.
  • Dunning schedules (plan level)
    Configure automated dunning schedules to recover failed payments and reduce involuntary churn
  • Discounts & Coupons
    Create discounts and promotional codes to apply price reductions across products and subscriptions for campaigns, offers, and flexible pricing.
  • Usage-based billing
    Choose from Tiered, tiered step, Volume, volume step, Percentage and percentage step to match your monetization strategy
  • Flexible billing frequencies
    Bill and invoice subscription plans and add-ons on separate billing schedules to support mixed billing models
  • Billing delay
    Delay invoice finalisation and payment collection to allow time for usage consolidation, charge validation, dispute handling, and alignment with billing cycles.
  • Contract management
    Streamline contract creation, renewal, and management for long-term customer agreements.
  • Advanced Dunning Mangement
    Configure account-wide dunning flows with multi-step recovery flows, customised communication, subscription and payment method actions.
  • Debt collection
    Coming soon - Integrate with debt collection partner to automate payment escalation, centralise debt recovery workflows, and track collection status in real time
  • Entitlements
    Define and manage user access rights and service levels associated with each subscription plan
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Hosted signup pages
    Create customizable, branded sign-up pages to display your created plans and seamlessly onboard customers, collecting essential details
  • Hosted checkout pages
    Simply configure secure and user-friendly checkout pages, with multiple payment options for smooth payment processing and subscription activation
  • 17 Customer languages supported
    17 Languages: Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hungarian, Italian , Norwegian, Polish, Romanian, Slovak, Serbian, Spanish and Swedish.
  • Self-service customer portal
    Drive retention by empowering customers with a portal to manage their subscriptions, update payment details, and view billing history
  • Upgrade, downgrade, cancel, pause, expire
    Provide flexibility with options for customers to upgrade, downgrade, cancel, pause, or expire subscriptions as needed
  • Custom fields
    Add tailored fields to your hosted pages to collect and manage unique customer information specific to your business requirements
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Multiple currencies (140+)
    Support for over 140 currencies to enhance billing for global customers.

  • 1 currency

  • Invoices, credit notes
    Generate and manage professional invoices and issue credit notes for adjustments with ease
  • Tax-inclusive pricing
    Automatically calculate and display tax-inclusive pricing on invoices for transparent billing
  • Email template builder
    Customise up to date email templates for invoicing, credit notes, dunning etc
  • Manual invoice billing (offline)
    For customers paying via offline methods such as bank transfers, checks, or cash, manually generated invoices serve as proper documentation for the transaction
  • Custom tax rules
    Configurable complex tax scenarios, including multi-jurisdictional taxes, exsemptions, and variable rates
  • Reverse charge
    Comply with reverse charge regulations by automating taxes handling for B2B cross-border transactions
  • Email PDF attachments
    Send invoices and credit notes as PDF attachments in automated or manual emails
  • Accounting Exports
    Via our Bookkeeping App - Transfer Accounting Exports to Google Drive, OneDrive, SFTP for integration
  • DATEV accounting export
    Export invoices and financial data in DATEV format for seamless integration with German accounting systems
  • E-Invoicing
    Send and export e-invoices in ZUGFeRD format for reporting to tax authorities in Germany and France, ensuring compliance with local regulations
  • E-Invoice Archiving
    Securely archive e-invoices in line with local compliance and retention requirements across supported markets.
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Integrated payment gateway
    Seamlessly process payments through our built-in gateway, designed for quick setup and smooth compliant transactions
  • Acquirer application initiation
    In app initiation of applications for KYC processing with one or more acquiring banks, ensuring efficient onboarding for payment processing.
  • 50+ local payment methods
    Offer a wide range of local payment options to cater to customers across different EU regions and preferences.
  • View and manage, transactions, invoices, credit notes
    Dashboard view in real time
  • Transaction routing / acquirer routing
    Route transactions across configured acquirers to optimise payment success rates and processing costs (multiple agreements required.)
  • Risk filters
    Minimize fraud risks with robust, customizable filters for secure payment processing based on business policy i.e. block cards issued in Yes
  • Card tokenisation and card update services
    Automatically update exspired or replaced cards using tokenization and Account Updater services to reduce failed payments and customer churn
  • Bank reconcilliation
    Automatically match bank transfers with Frisbii invoices to reduce manual reconciliation. Continue automating invoicing, recurring billing, and payment updates while offering bank transfer payments.
  • Intelligent retries
    Automatically retry failed payments using configurable retry logic to improve payment recovery
  • Acquirer failover
    Seamless payment processing if one acquirer fails (multiple agreements required)
  • Cards (12+ supported schemes)
    Card schemes, including Visa, Mastercard, xxx
  • Mobile payments (14+ options)
    Mobile solutions such as Apple Pay, Google Pay, and other regional e-wallets
  • BNPL (6+ options)
    Klarna, PayPal, ClearPay, AEON

  • Bank redirects (16+ options)

  • Bank debits and transfers

  • Prepay services
    Payments can be made in advance for goods or services before use or delivery
  • Click2Pay
    Enable fast, secure online payments with Click to Pay, allowing customers to check out using stored card details across supported devices and merchants.
  • Disputes & Chargebacks
    View disputes and chargebacks from supported acquirers and payment methods directly in Frisbii, linked to the relevant invoice in one central location.
  • SEPA Chargebacks
    View SEPA chargebacks directly in Frisbii, linked to the relevant invoice for easier visibility and tracking.
  • Agentic commerce ready
    Designed to support the future of Agentic Commerce, helping merchants prepare for AI-driven purchasing and automated payment experiences as adoption expands across Europe.

  • Coming soon

  • Coming soon

  • Coming soon

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  • Features

  • Starter

  • Growth

  • Enterprise

  • Out of the box Predictive Analytics
    Pre-built AI models for Retention, Pricing and Acquisition from your existing Frisbii billing and customer data
  • Connect your own data and systems
    Connect your own data sources like Salesforce, Hubspot, CRM systems to enrich Revenue Insights and/or write back signals to your systems
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Performance Analytics dashboard
    Key performance metrics covering, subscriptions, billing, payments
  • Payments dashboard
    Track transactions, refunds, and payment method performance
  • Revenue dashboard
    Track how your revenue metrics are trending over time – uncover what drove it.
  • Subscription dashboard
    Monitor subscription activity, growth, and subscription lifecycle with a full breakdown for analysis.
  • Billing dashboard
    Stay updated on cash flow and streamline billing processes effectively.
  • Customer health dashboard
    Analyze retention rates and identify churn risks for proactive action and customer lifecycle management.
  • Receivables dashboard
    Oversee outstanding payments and optimize accounts receivable management
  • Chargeback reports
    Available only from certain aquirers
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  • Features

  • Starter

  • Growth

  • Enterprise

  • PCI DSS
    Secure handling of payment card data to meet industry standards
  • GDPR
    Compliant with EU regulations for protecting personal data and privacy
  • SOC2
    Secure data management and privacy compliance with industry standards
  • 3DS 2.3
    An extra layer of security to online payments by verifying the cardholder’s identity during checkout

  • Unlimited private keys

  • 2FA (Two-factor authentication) for sign-in

  • Webhook secret + username and password

  • End-to-end encryption

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  • Features

  • Starter

  • Growth

  • Enterprise

  • Make.com integration access
    Build and automate workflows across apps and systems using pre-built templates or configure your own.

  • Native subscription integrations with Magento, WooCommerce, Shopware

  • Webshop payment integrations
    Shopify, Magento, Drupal, Prestashop, Vipps, Dynamic Web,
  • Marketing & CRM integrations
    ActiveCampagn, Freshworks, Hubspot, Klaviyo, Mailchimp, Monday, pipedrive, salesforce, teamleader, Rainbow Riders, Zoho
  • Finance payment plugins
    Xero, Lexware, Dinero, Visma, Kontolink, e-conomic, billy by IEYes, VATSensem meneto
     
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Number of seats
    No of user accounts than can access the Frisbii platform from your account

  • 1

  • 2 to 50

  • Unlimited

  • User management
    Admins can invite, manage and control what actions and permissions each user has
  • Audit logs
    Chronological record of system activities, enabling transparency, compliance, and security by tracking changes and actions performed within the system
  • API documentation for subscription, billing, payments
    Comprehensive API documentation with clear instructions, endpoint details, request/response examples, and usage guidelines to help developers integrate and optimize
  • Platform languages
    Allows each user to set their preferred platform language from 9 supported, helping global teams work seamlessly in their local language.
  • Sub-accounts
    Company or subsidiary setups running concurrently

  •  

  • Onboarding packages
    Flexible onboarding packages available for different implementation needs, including setup guidance, technical workshops, training, migration support, and optional hypercare
  • Migration support packages
    Support for mass data migration

  •  

  • Commit & save
    Exclusive discounts, rewarding long-term partnership with lower rates
  • Contract terms
    Click to accept contract terms & MSA on Starter,Growth, negotiable on Scale
  • SSO
    Enable users to access the platform with their master set of login credentials, improving convenience, security, and user experience across platforms
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  • Features

  • Starter

  • Growth

  • Enterprise

  • Frida AI Assistant
    Get instant support and guidance with Frida, Frisbii’s AI-powered assistant for faster issue resolution and platform help.
  • Knowledge Base documentation
    Access comprehensive product documentation, setup guides, and help articles for every feature and function across the Frisbii platform
  • Ticket Support
    Access support through Frida or directly via email ticketing with the Frisbii support team.
  • AI Onboarding Assistant
    Set up Frisbii faster with guided onboarding tailored to your business and configuration needs.

  • Coming soon

  • Coming soon

  • Coming soon

  • Onboarding packages
    Flexible onboarding packages available for different implementation needs, including setup guidance, technical workshops, training, migration support, and optional hypercare
  • Account Management
    Receive dedicated support and strategic guidance to help you maximise value from Frisbii and support your business goals.

  • Mind ARR

  • BETA programme inclusion
    Get early access to selected new features and help shape future product development through feedback.
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