Vcita Bookkeeping Review For 2025
Vcita Bookkeeping Plans & Pricing
Vcita Comparison
Expert Review
Pros
Cons
Vcita Bookkeeping's Offerings
Vcita offers you a 14-day free trial (no credit card required) to test drive the software. You can also request a free Vcita demo.
Vcita has three paid plans to choose from, all of which contain the same billing and invoicing features. These include branded estimates/invoices/receipts, various ways to accept payment online, estimate to invoice to receipt conversions, easy refunding, the ability to save client credit cards, a client portal, offline payment tracking, and more.
Customer Support
Vcita offers email support to all customers. Beyond that, phone support is only available to Business or Platinum customers. Still, Vcita’s extensive FAQ/guide library or Facebook group might have answers to your questions.
Additional customer support:
Community
Vcita has a Facebook group where you can ask questions and discuss Vcita with other customers
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
Providing clients a single area where they can receive invoice reminders, view and pay invoices, and look over their payment history is sure to increase their satisfaction when dealing with your firm. Fortunately, Vcita lets you provide them a client self-service portal for all of that.
Automated Payment Reminders
Collecting payment is tedious, especially when you have stingy clients and customers. With Vcita, you can set custom, automated payment reminders for nearly any time and interval you want. Plus, you can add SMS reminders with a single extra click.
Offline Payment Tracking
Do any of your clients pay you offline? Maybe they prefer to mail your a check. No worries, because Vcita thought of that. Clients can pay over the phone, by cash, or wire transfer and you can record said payments accordingly with ease.
Estimates to Invoices to Receipts
To make billing as seamless as possible, Vcita lets you convert estimates into invoices, then turn those invoices into receipts. All you have to do is make the estimate, and the rest is mostly taken care of for you.
Miscellaneous Helpful Billing and Invoicing Features
Vcita makes getting paid easier by letting your display pricing on your website, allowing you to collect payment through those pricing widgets on your site, letting you offer, bundle discount service packages, and more.
Tax Preparation
Simplify and optimize tax filing with expert features and tools.
Time-Saving Automations
Automate repetitive tasks to improve efficiency and productivity.
Add-Ons
Expand functionality with additional tools and integrations.
Supported Devices
Access and use on a variety of compatible devices.
Pricing Model
Flexible pricing structures tailored to different needs and budgets.
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 billing and invoicing software, it shouldn’t take long for you to find your way around. Setting up the software is fast, and navigating through the different screens isn’t too hard.
Verdict:
Vcita brings a lot to the table when it comes to billing and invoicing. You can customize your invoices, set automated payment reminders, accept payments offline, instantly send refunds, save client credit card information, and more. When combined with the marketing and other business management features, Vcita’s presents a compelling package to freelancers, service professionals, and other small to medium-sized businesses.
User Review
Write a Review- Integrates with many 3rd party service providers
- Very basic
- I enjoy the web platform much more than the app. The dashboard is much more visual and accessible on the web in my eyes. I wish the app could reflect that.
