7 Best Invoicing Software For Financial Services

If you’re in financial services, you know how important it is to get paid on time. But chasing down invoices and juggling spreadsheets isn’t fun. That’s where invoicing software comes in. The right tool can save you time, keep things organized, and let you focus on what you do best — managing money!

Ready to simplify your billing game? Here are the 7 best invoicing software tools for financial services that are powerful, easy to use, and even a little fun.

1. FreshBooks – Designed for Simplicity

FreshBooks is perfect for small financial service firms. Its intuitive design makes invoicing a breeze.

• Create and send professional invoices in minutes
• Track time and expenses easily
• Accept online payments right from your invoice

Bonus: It even sends late payment reminders for you!

2. QuickBooks Online – The All-in-One Giant

QuickBooks Online is trusted by millions. It’s loaded with accounting features and powerful reports.

• Automated recurring invoices
• Real-time income and expense tracking
• Bank sync and payment integrations

If you want more than just invoicing and need robust accounting tools too, this is a solid pick.

3. Zoho Invoice – Feature-Packed and Free

Zoho Invoice offers professional-grade invoicing at zero cost. Yes, really, it’s free!

• Customizable invoice templates
• Multi-currency and multilingual support
• Time tracking, automation, and mobile apps

Great for solo financial consultants and small teams who want full features without spending a dime.

4. Wave – Free and Friendly

Wave is super popular among freelancers and small financial firms. It’s user-friendly and free forever.

• Unlimited invoices, clients, and users
• Optional payment processing and payroll
• Beautiful invoice designs

It’s a simple solution that gets the job done without complexity.

5. Xero – Cloud Accounting Powerhouse

Xero offers robust invoicing features backed by smart accounting tools. Perfect for growing financial firms.

• Automatic invoice reminders
• Set recurring invoices and track payment status
• Integration with 1,000+ apps

It’s known for clean design and bank-level security.

6. Invoice Ninja – Open Source and Customizable

Invoice Ninja suits tech-savvy finance professionals. It’s open-source, flexible, and powerful.

• Create 100 clients and send unlimited invoices
• Self-host or use their cloud-based version
• Invoice, quote, and track payments all in one

A good choice if you love tweaking features to fit your workflow.

7. Bonsai – Tailored for Freelancers

Bonsai offers sleek invoicing built for independent professionals in finance and consulting.

• Contract, proposal, and invoice tools in one place
• Set auto-reminders and recurring payments
• Accept international payments

Ideal if your financial service business runs solo or with a small team.

Choosing the Right One

Every business is different. Think about what matters most to you.

• Need rich features? Try QuickBooks or Xero.
• Want free tools? Wave and Zoho Invoice have your back.
• Prefer simplicity? FreshBooks and Bonsai are easy and efficient.

And if you’re a bit of a tech wizard, Invoice Ninja might be your jam.

Final Thoughts

No matter which tool you choose, the goal is the same — get paid faster, look professional, and reduce hassle. Start with a free trial or demo of one or two of these tools, and find the one that fits your business like a glove.

Invoicing doesn’t need to be boring. With the right software, it can even feel a little… fun?