vCita Review 2025

Category: Accounts Receivable
vCita allows businesses to collect payments, manage clients, schedule appointments, share documents, and more. With its comprehensive features, businesses can organize and expand their operations, increase brand recognition, attract more clients, and grow their business.
Company:vcita, Inc.

vCita Accounts Receivable Plans & Pricing

Starting small
$24
/mo
30-Day FREE Trial
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Business
$54
/mo
30-Day FREE Trial
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Platinum
$93
/mo
30-Day FREE Trial
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vCita Comparison

Expert Review

4.7
Price
5.0
Ease Of Use
5.0
Features
4.5
Support
4.0
Performance
5.0

Pros

v-pro
Incorporating a contact/client portal within the website
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Centralizing all client data in a single location
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Integration with various apps and media
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Enabling storage of images/documents in a client's file

Cons

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Limited live customer service hours
x-con
Admin menu may be challenging to navigate
x-con
Higher tier expensive for small businesses

vCita Accounts Receivable's Offerings

vCita provides different subscription options for users to choose from based on their business needs. All the subscription prices mentioned are based on an annual subscription price.

The Essentials plan includes features such as online scheduling, event registration, online payments, and advanced functionalities at a cost of $24/month.

The Business plan, priced at $49/month, offers additional features including email campaigns, SMS marketing, client tags, follow-ups, text messages, multiple staff accounts, team calendar, third-party integrations, and analytics.

The Platinum plan, which costs $83/month, offers even more advanced features, such as staff roles and permissions, auto-assignment rules, custom email and SMS notifications per service, integrations via API, and others.

Customer Support

vCita provides a variety of training and support resources to assist users in getting started with the platform. Video tutorials, user guides, and webinars covering different features and functionalities of vCita are available for users to access.

Additionally, vCita offers email and chat support, and a dedicated support center that enables users to find solutions to frequently asked questions and submit support tickets when necessary.

Phone Support

vCita’s phone support is limited to the Business and Platinum packages, but not with the free trial or Essentials. With the higher-tier packages, the phone support is reputed to be excellent and readily available.

Video Tutorials

vCita’s webinars are beneficial and informative. They cover many different features and how to use them efficiently. They bring together extraordinary vCita users and small business experts eager to learn, share & explore new ideas.

Overall Experience

While the customer support is adequate at the Essentials level, it’s certainly worth investment in a more expensive plan, due to the increased breadth of services available for the upper tiers. I was disappointed that the chat wasn’t available to try (even for sales), and I was left unsure about its hours of operation.

Features & Functionality

General Features

The focus of Vcita is on streamlining diverse administrative and marketing tasks to allow for greater time efficiency. This is achieved through its financial dashboard, which presents a comprehensive summary of the user’s financial status and enables access to specific accounting information.

v-pro
Multi-Currency Support
v-pro
Mobile App Access
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Automated Reminders & Notifications
v-pro
Tax Compliance
v-pro
Purchase Order Tracking
v-pro
Advanced Security
x-con
Audit Trail and Compliance Support
v-pro
Data Import and Export
v-pro
Accounting Software Integration

Automation Features

vCita users can customize various messages, including auto-reply emails after a booking, confirmation emails and texts, reminders, post-meeting follow-ups, and emails and texts for estimates and invoices. The tab also enables users to set a custom sender name for outgoing SMS notifications.

v-pro
Invoice Creation
v-pro
Collection Emails
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Client Payment Reminders & Notifications

Reporting & Analytics

The Reports module enables businesses to track their activities in real-time and assess their performance using data analysis. By utilizing this feature, users can obtain valuable insights to make informed, data-driven decisions regarding their business operations.

The Reports module is categorized into several sections that correspond to the specific data the user wants to analyze, such as Bookings, Payments, Clients, Marketing, and Staff. With this feature, businesses can monitor their progress, identify areas of improvement, and make strategic decisions that will contribute to the growth and success of their enterprise.

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Data Visualization
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Data Reports
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Customized Reporting
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Forecasting

Cash Flow Features

vCita helps users monitor their business operations by providing detailed reports, timely, cloud-based invoicing services, while accepting multiple forms of payment. The software utilizes automation and online payments which can also increase profitability as a long-term strategy.

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Historical Data
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Cash Flow Tracking
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Income and Expenses
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AI Predictive Cash Forecasting

Integrations & Add-Ons

vCita has integrated with a number of popular platforms including Square, Wix, WordPress,
Google, Facebook, Zoom, Weebly, Quickbooks, Zapier, Stripe, and Duda. These integrations allow users to easily connect their vCita account with these platforms and streamline their business processes.

In addition to these integrations, vCita also offers online scheduling and calendar management tools to help users efficiently manage their appointments. Automated appointment reminders are also available to help reduce no-shows and improve customer engagement. With these features, vCita aims to provide a comprehensive solution for small businesses to manage their client interactions and increase productivity.

v-pro
Accounting Integration
x-con
ERP Integration
v-pro
CRM Integration
v-pro
Payment Integration
v-pro
Plugins and APIs

Performance:

Payment notifications

Additional features are included in the Platinum plan, such as personalized email and SMS notifications for each service, as well as more advanced functionalities.

Reminders

vCita allows users to set up reminders for payments, to avoid any late or missed payments.

Sending emails

The Email Templates tab provides users with access to the Email Templates page, where they can preview, edit, and customize numerous templates according to their business specifications.

Invoice Creation

The user can manage billing and invoicing through a convenient dashboard. And, vCita enables quick creation of estimates, invoices, and receipts.

Ease Of Use:

It was easy to register for vCita, which only took a few minutes.
The platform is user-friendly and well designed. The tools would save time and simplify many accounting processes.

Create Invoices

The dashboard allows for the quick and efficient creation of estimates, invoices, and receipts, providing users with an efficient way to handle their financial transactions.

Whether a user is a small business owner or a freelancer, vCita’s billing and invoicing features make it easy to keep track of financial transactions. The user-friendly interface streamlines the process of creating and managing invoices, freeing up time and resources for other business tasks.

vcita accounts receivable creating invoices

Find Clients

The menu designated for client management enables users to conveniently access and handle various business connections such as customers, leads, and contacts. And users can effortlessly view and manage all their business-related relationships from a single page, providing a streamlined approach to organizing and maintaining contact information and interaction history.

vcita accounts receivable finding a client

Customize Reports

vCita provides its users with a comprehensive analytics dashboard that furnishes detailed reports and offers users in-depth reports and features to combat slow-paying and unreliable clients. Users can streamline their payment processes and improve their financial stability.

vcita accounts receivable reports

Verdict:

Our verdict

vCita’s cloud-based business management solution is tailored to efficiently manage accounts receivables. Its dashboard provides users with real-time tracking and performance analysis for data-driven decision-making. The platform’s key features include billing, invoicing, and payment tracking. The user-friendly dashboard includes a dedicated section for payments, enabling users to seamlessly manage their accounts receivables.

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