About Vcita

Category: Accounting Software
Vcita's simple invoice software covers the entire billing lifecycle- from unique invoice templates to quick estimates and payments. It's built for small business growth by taking invoicing and billing out of your everyday tasks.

Company: vCita

vCita is a web-based business management platform that combines personal email and SMS marketing, lead capture and nurturing, customer relationship management (CRM), client management, Calendar, and other solutions to help businesses grow efficiently. Trusted by over 100,000 users worldwide.

In-Depth Analysis

0 Overall
Price 4.0
Ease Of Use 4.5
Features 4.0
Support 4.0

Pros

  • Advanced estimate management tools
  • Automated payment reminders
  • Helpful marketing features
  • Efficient client management

Cons

  • Phone support not available for Essentials customers
  • Might be hard to find your business/profession category when creating an account

Vcita Comparisons

VS
VS
VS
Plans & Pricing

Vcita offers you a 14-day free trial to test drive the software, and you don’t have to provide your credit card information. You can also request a demo if you’d like.

If you enjoy the software, you can choose from five paid plans. The latter two (Platinum 10 and Platinum 20) are designed solely with teams in mind.

Essentials
$19
14-day FREE trial
Business
$45
/mo
14-day FREE trial
Platinum
$75
/mo
14-day FREE trial
Platinum 10
$117
/mo
14-day FREE trial
Platinum 20
$196
/mo
14-day FREE trial

Essentials

Essentials will run you $19/mo if billed annually, or $29/mo if you pay monthly. For that price, you get all of Vcita’s business management and basic invoicing features, plus an online lead capture widget, integrations with Facebook and Google Reserve scheduling, automated payment reminders, and a $100 monthly SMS credit.

Business

For $45/mo (annual billing) or $59/mo (monthly billing), Business offers everything found in Essentials, plus email and SMS marketing campaigns (you can send to up to 5,000 recipients), campaign automation, SMS notifications, and reminders, and the ability to add one more team member. Your monthly SMS credit jumps to $250 with Business. Business customers also receive one setup and installation session.

Platinum

Platinum includes everything in the previous plans. It adds more customization for automated campaigns and custom email templates and notification schemes for payment notifications. The Platinum plan also boosts your maximum email recipients to 10,000, bumps up your monthly SMS credit to $500, offers you another setup and installation session, gives you access to priority customer support. In terms of team features, Platinum increases team size to five, lets you set staff roles and permissions, and automate task assignment to specific staff members. All of this cost $75/mo if paid annually, or $99/mo if paid monthly.

Platinum 10 and Platinum 20

Vcita created Platinum 10 and Platinum 20 to better serve businesses with larger teams. Both contain every feature in all other plans. Platinum 10 lets you add up to 10 staff members, bumps your monthly SMS credit to $1,000, and increases your maximum marketing campaign recipients to 20,000. It costs $117/mo (annually) or $139/mo (monthly). Platinum 20 boosts your max team size to 20, increases your monthly SMS credit to $2,000, and removes limits on the number of people you can send marketing campaigns to. Platinum 20 costs $196/mo (annually) or $239/mo (monthly). Vcita fully onboards all its Platinum 10 and Platinum 20 customers, taking the stress of doing so off yourself. Plus, you get priority customer support.

Ease of Use

Vcita is designed to be easy to understand and start using the moment you sign up. Even if you’re brand new to business management software, it should take you only minutes to learn the software. Setting up the software is simple, and navigating through the different screens is fast.

Customer Support

Vcita offers email to all customers, but phone support is only available to customers of Business or one of the Platinum packages. You might be able to find answers to many of your questions in Vcita’s extensive FAQ/guide library. You can also check out its Facebook group.

Additional customer support:
Community
Vcita has a Facebook group in which you can ask questions and discuss the software with other users.

Blog
You can access Vcita’s blog on its website to read more about their software and small business topics.

Phone Support
Phone Support
Business plans and above can speak with Vcita phone support
Email
Email
All plans can email the company with support requests
Video Tutorials
Video Tutorials
You can find Vcita video tutorials on YouTube
FAQ
FAQ
Vcita has a large library of helpful guides and FAQs
Features & Functionality
General Features
Dashboard

Vcita is all about consolidating various administrative and marketing functions to free up time. Its central financial dashboard helps you do this by showing an overview of your financial situation and letting you view various details.

Client Management

Managing your clients is easy in Vcita. You can add clients directly in the application, via email invitation, import them from an Excel or CSV file, or bring them in from Google Contacts. Once you have clients in Vcita, you can use many filters and sorting features to sift through them.

Client Self-Service Portal

One way to please your clients is to offer them a single area where they can receive invoice reminders, view and pay their invoices, and analyze their payment history. Vcita provides such a feature in the form of a client self-service portal.

Automated Payment Reminders

Collecting payment is often the most tedious part of doing business. Fortunately, you can set customized, automated payment reminders for any time you want after a payment deadline. You can also add an SMS reminder with a single extra click.

Marketing Features

Email is one of the highest-ROI marketing channels, and SMS can undoubtedly help your efforts as well. Vcita’s marketing tools let you create beautiful email campaigns and compelling SMS campaigns in just a few minutes and segment your audience in several ways. Vcita also offers a library of email templates if you can’t or won’t write the copy yourself.

Features
  • General Ledger
  • Bookkeeping
  • Manages Accounts Payable/Receivable
  • Income & Expenses Tracking/Management
  • Account Reconciliations
  • Financial Reporting
  • Receipt Scanning
  • Invoicing
Track Expenses
Features
  • Record Expenses
  • Record Mileage
  • Generate Invoices
  • Recurring Expenses
Tax Preparation
Features
  • Tax Compliance
  • Manage Tax Calculations/Reporting
  • Accountant-Prep Friendly
Time-Saving Automations
Features
  • Automation of Invoices/Notifications
  • Suggests Transaction Matches
  • Purchase Order Automation
Add-Ons

Vcita offers numerous integrations to make bookkeeping and invoicing easier, including Quickbooks, PayPal, Stripe, Square, and Zapier. 

You can also integrate with non-bookkeeping functions to streamline other areas of your business. Some of these integrations include Gmail, Google Calendar, Wix, and WordPress.

Some integrations are only available with certain plans. For example, Quickbooks, Zapier, and Google Analytics integrations are only available with Business or one of the Platinum plans.

Features
  • Payment Processing
  • Payroll Processing
  • Project Management
  • Time Tracking
  • Third-Party Integrations
Supported Devices
Features
  • Windows
  • Android
  • Linux
  • iPhone/iPad
  • Mac
  • Web-Based
Verdict

Vcita helps you with several areas of your business. You can manage invoices, automate your payment reminders, set up marketing campaigns, manage documents, and more. Freelancers, professionals, and small to medium-sized businesses can benefit from the wide range of features Vcita offers.

Bradley Schnitzer
Author: Bradley Schnitzer
Bradley Schnitzer helps businesses gain loyal customers through informative content pieces and persuasive copy. He is passionate about personal finance and helping budding freelancers further their careers.

Vcita User Reviews

E
Eliza H
11-50 employees
Used for: 6-12 months
24 Feb - 2021

Best solution for appointment-based businesses

As someone who provides consulting for dentists, most of my work is via appointments and email. vCita syncs my calendar, making it easy for people to schedule when I'm available.

L
Lee D
11-50 employees
Used for: 6-12 months
11 Jan - 2021

Get vCita if scheduling is part of your work

Overall, I'm happy with vCita’s application, and the features are impressive.

Pros

I really like the seamless Zoom integration and intuitive calendar features.

O
Oliver T
11-50 employees
Used for: 6-12 months
10 Jan - 2021

My website is more professional thanks to vCita

Has tons of features and many of them I don’t need, but the widgets and scheduling has helped my business a lot. Customers always mention how trustworthy and professional my site looks because of the widgets.

Pros

Like being able to list all my services in sections.

Cons

It forces you to specify a time limit for services, which isn’t ideal.