10 Best Project Management Software with Invoicing Shortlist
Here's my pick of the 10 best software from the 25 tools reviewed.
With so many different project management solutions available, figuring out which ones have features to support your project financials is tough. You know you want to simplify the tracking of project progress and expenses while providing a seamless process for generating and managing invoices but need to figure out which tool is best for it. I've got you! In this post I'll help make your choice easy, using my personal experiences with dozens of different PM tools with large teams and projects to share my picks of the best project management software with invoicing tools.
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Best Project Management Software With Invoicing Summary
This comparison chart summarizes pricing details for my top project management software with invoicing selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for timesheet modules | 15-day free trial + free demo available | From $4/user/month (billed annually) | Website | |
| 2 | Best for agencies operating globally | Free demo + 14-day free trial | From $9/month (billed annually) | Website | |
| 3 | Best for centralized global invoicing | 14-day free trial available | From $19.9/user/month (billed annually) | Website | |
| 4 | Best time tracking & timesheets for easy invoicing | Free demo + free plan + 14-day free trial available | From $10/user/month (billed annually) | Website | |
| 5 | Best for financial forecasting | Free demo available | Pricing upon request | Website | |
| 6 | Best for agencies | 7-day free trial | From $9/user/month (billed annually) | Website | |
| 7 | Best for branded invoice generation | 30-day free trial | From $6/user/month | Website | |
| 8 | Best integration with your current PM system | 14-day free trial + free plan available | From $8.50/user/month | Website | |
| 9 | Best for those already in the Zoho app ecosystem | Free forever plan | Free forever plan | Website | |
| 10 | Best for communication and collaboration | Free plan + free demo available | From $11.95/month (up to 2 users) | Website |
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Zoho Projects
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Forecast
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4
Best Project Management Software With Invoicing Review
Below are my detailed summaries of the best project management software with invoicing that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Zoho Projects offers a practical solution for teams seeking an integrated project management and invoicing system. Whether you're a small business owner, a project manager, or a freelancer, this tool can help you streamline your workflow by combining project planning with financial management. By tackling the challenge of keeping projects and invoicing in sync, Zoho Projects provides a unified platform that can simplify your operational processes.
Why I Picked Zoho Projects
I picked Zoho Projects because it offers a seamless integration with Zoho Invoice, allowing you to manage both project tasks and financial tracking from a single interface. With its timesheet module, you can easily log hours worked and convert them into invoices, ensuring accurate billing. Additionally, its task automation feature helps reduce manual work, freeing up your time for more strategic tasks. These capabilities make Zoho Projects a standout choice for those who need to keep a close eye on both project progress and cash flow.
Zoho Projects Key Features
In addition to its invoicing capabilities, Zoho Projects offers several features that enhance its utility for project management:
- Gantt Charts: Visualize project timelines and dependencies to ensure projects stay on track.
- Resource Utilization: Monitor and optimize resource allocation for better project efficiency.
- Task Automation: Automate repetitive tasks with a simple drag-and-drop interface to save time.
- Issue Tracking: Keep track of project issues and bugs to ensure timely resolution and project quality.
Zoho Projects Integrations
Integrations include Zoho CRM, Zoho Desk, Zoho Invoice, Google Calendar, MS Excel, Microsoft Teams, Slack, Dropbox, GitHub, and JIRA.
Pros and cons
Pros:
- Broad Zoho ecosystem compatibility
- Built-in time tracking support
- Strong Zoho Invoice integration
Cons:
- Interface can feel complex
- Invoicing requires external Zoho app
Productive is a project management SaaS tool that combines project management and invoicing into one neat package. It's like having a personal assistant that keeps track of your projects, tasks, and finances all in one place. I was tired of juggling multiple tools for project management and invoicing. I wanted something that could handle both, and Productive fit the bill perfectly. It's designed for businesses of all sizes, from freelancers to large corporations, and it's incredibly user-friendly.
There are a few features that really stand out. First off, the project management side of things is top-notch. You can easily create and assign tasks, set deadlines, and track progress. But what really sets Productive apart is its invoicing capabilities, which support agencies with global operations. You can create and send invoices directly from the platform, and it even tracks your time and expenses for you. This means no more guessing how much time you spent on a project or trying to remember all your expenses.
Productive.io boasts a robust set of budgeting features that empower businesses to efficiently manage their financial resources and project costs. The platform provides a comprehensive budgeting module that allows users to set up detailed budgets for individual projects or the entire organization. Users can define budget limits, allocate funds to specific tasks or teams, and track expenses in real-time. Productive.io's budgeting tools also offer advanced forecasting capabilities, helping businesses anticipate potential cost overruns and take proactive measures to stay on track.
Unlike many other project management tools, Productive.io stands out with its integrated profitability tracking feature. This niche capability allows businesses to monitor project profitability in real-time, providing a holistic view of revenue generation, costs, and profit margins for each project. By linking financial data directly to project tasks and time entries, businesses can quickly assess the financial health of projects and identify areas where costs can be optimized. This level of insight not only enhances decision-making but also helps businesses stay on top of their financial goals and identify high-value projects.
Additional features include billable utilization by person, capacity insights, booking insights, scheduling, placeholders, vacation requests, and operations analytics.
Integrations include Quickbooks, Jira, Xero, Exact, Slack, Harvest Import, Fortnox, and Personio. More integrations are available by connecting a paid Zapier account.
Productive costs from $9/user/month (billed annually) and offers a 14-day free trial.
New Product Updates from Productive
Productive Adds Custom Proposals, E-Signing, and Automated Deal Workflows
Productive introduces custom proposals, built-in e-signing, automation triggers, and improved proposal management tools. Together, these updates help teams create, send, and get proposals signed faster while maintaining brand consistency and clear approval records. For more information, visit Productive’s official site.
Scoro is a comprehensive work management software designed for professional services, offering a wide range of features to manage processes and improve efficiency. It has comprehensive invoicing features that cater to various industries such as consultancy, agency, architecture & engineering, software, IT, and event management.
The software provides automated billing and invoicing, allowing users to cover any billing scenario and automate the invoicing process. It also allows you to manage and centralize global finances with different currencies and create invoices for customers around the world. Additionally, Scoro offers a range of other project management features such as sales and CRM, resource planning, retainers, time tracking, reporting and dashboard, cost management, and collaboration.
Scoro integrates with QuickBooks, Xero Accounting, Expensify, Stripe, Google Calendar, iCal Calendar, MS Exchange, Dropbox, FTP, Google Drive, Slack, and Zapier. It also provides an API for custom integrations.
Scoro pricing starts from $19.9/user/month (billed annually), with a free trial available.
New Product Updates from Scoro
Scoro MCP Server Now Publicly Available
The Scoro MCP server is now out of beta, enabling connection with AI tools for enhanced workflows. For more information, visit Scoro’s official site.
Wrike is an all-in-one project management and invoicing software that simplifies how you manage projects. It's a comprehensive solution that helps users track progress, collaborate with team members, and create invoices for clients. It integrates with popular apps like Dropbox, Google Drive, Trello, Slack, and Microsoft Teams so teams can access their files quickly without switching between different applications.
Wrike has an invoicing feature that makes it easy for businesses to invoice customers quickly and accurately. The invoicing feature allows users to create quotes or estimates for customers and then convert them into invoices once the customer approves them. This helps streamline the billing process, so businesses don’t have to manually calculate or chase down customer payments. The invoices are automatically sent out by email so customers can pay quickly without hassle or delays in payment processing.
Wrike's timesheets help teams coordinate better and track resources in real time. With its intuitive interface, a resource manager can extract valuable data from the system to create useful reports and share them with team members. It enables organizations to track costs across projects, visualize workloads differently, gain insights into employee performance metrics, and monitor project statuses. Teams can complete projects more efficiently and ensure that every minute is accounted for.
Wrike's custom request forms feature allows project teams to streamline collecting and organizing data from external sources. It makes it easier for stakeholders to share ideas, insights, and additional digital content—such as documents and images—with teams. The feature allows users to set up their custom forms with predefined fields, responsible users, and configured validations, ensuring consistent information gathering and uniform data formatting for easy teamwork. All collected data can also be stored in a centralized database available to all parties involved in the project.
Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.
Integrations include 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
New Product Updates from Wrike
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
NetSuite is a cloud-first finance and ERP solution with built-in project management, billing, and collaboration features. Cloud-first by design, NetSuite ERP unifies data so AI can deliver insights with full context—giving you real-time visibility, end-to-end control, and smart automation across your business.
Project managers can leverage finance-first dashboards for labor costs, expense tracking, and other profit and loss statement items. A cool feature of NetSuite is estimations, which lets you forecast the profitability of projects based on up-to-date metrics.
Consolidated invoicing is another valuable feature for expedited payment processing. This tool generates a single invoice for each client that pulls information from multiple invoices for one holistic document. Leverage this to bill by client, regardless of the number of projects attached to their account.
NetSuite connects with a range of first-party tools to expand the functionality of your ERP solution. Additionally, the NetSuite SOAP API allows for integrations with third-party apps.
NetSuite costs from $999/month as a base cost + $99/user/month and offers a 14-day free trial.
Bonsai is a business management platform designed to meet the needs of agencies and other professional service providers. It has project and task management tools as well as client management features like proposal drafting, contract management, and invoicing and billing capabilities.
The software has automated invoice generation to speed up the process, and users can also automate sending invoices out and following up with clients for payment. Payment processing is also included, helping to keep track of project financials in the same place. Multiple currency and tax settings are supported, which allows agencies to work with international clients.
Time tracking tools are also included, and allow users to monitor billable and non-billable hours and manage team member workloads effectively. Reporting supports financial tracking and forecasting, helping users maintain profitability.
The software integrates with several other tools including Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.
actiTIME is a project management tool that helps teams track time, manage tasks, and monitor project costs. It offers features like time tracking, billing, and invoicing to support project management needs.
One reason I chose actiTIME is its ability to set custom billing rates for different tasks and clients. This feature allows you to calculate billable amounts accurately across various projects. You can also generate branded PDF invoices based on recorded time, helping you maintain consistency and professionalism in your billing process.
Another useful feature is the cost of work calculation, which applies individual work time, overtime, and leave time rates to automate salary and pay calculations. This helps in managing project costs effectively and ensures accurate billing. Additionally, actiTIME allows you to export data to QuickBooks, making it easier to manage accounting reports and invoices.
Some integrations include actiPLANS, QuickBooks, Zapier, GitHub, Salesforce, Jira, Trello, Outlook, Evernote, Todoist, and Bamboo HR.
New Product Updates from actiTIME
actiTIME's Enhanced Custom Field Imports and Timesheet Settings
actiTIME enhances project setup and daily tracking with new custom fields import and refined timesheet & calendar settings. These updates help you keep all your task data in sync and view your workday the way you want. For more information, visit actiTIME's official site.
Everhour helps you track how long tasks take from within your existing project management software like Asana or Basecamp. You can see overall hours worked on a project as well as time spent by individual employees. You can easily export this data into invoices and send them to clients. You have full flexibility on pricing as the tool lets you set different rates, budgets, and discounts depending on the project.
Everhour has additional financial functionality, like project budgeting, expense tracking and reimbursement, project costing reports, and task planning estimates. Everhour works best with project management tools that don’t have in-app time tracking available or lock it to a higher paid plan with unnecessary feature bulk that you aren’t going to use.
Everhour integrates with Asana, ClickUp, Basecamp, Pivotal, Trello, JIRA, Github, Slack, QuickBooks, Xero, and FreshBooks.
Everhour costs from $8.50/user/month and offers a 14-day free trial.
Zoho Invoice is powerful invoicing software and part of the Zoho app suite for small businesses. Zoho Invoicing is one of many business services that you can select from within the Zoho platform. Other available tools include project management software and a CRM solution.
The tool combines invoicing with time tracking. It’s easy to keep track of billed and unbilled hours from the dashboard as well as set budgets for projects and track progress. A cool feature to note is retainer invoices. Use this to collect advance payments for retainers and then deduct this amount from the final project invoice. Their self-help client portal is also super useful. Clients can access the portal to check what they are being billed for and then settle invoices within the portal.
Zoho Recruit integrates with 45+ other Zoho tools for CRM, finance, marketing, IT, and other departments. Zoho also integrates with third-party apps like Slack, G-Suite, Outlook, Checkr, Mailchimp, ResumeLibrary.com, LinkedIn, Facebook, Twitter, Twilio, Indeed, Monster, CareerBuilder, DropBox, and a whole host of others. You can also actress hundreds more through a paid plan with Zapier.
Zoho’s invoicing solution is free for one user and up to five customers. Paid plans start at $9 per month when billed annually. There is also a mobile app for both Android and iOS.
Avaza combines project management, time tracking, and invoicing within the same platform. You can create new projects and then split them into tasks your team can collaborate on. Expense tracking is easy, and you can track time spent on projects from within the software. Use this data to create accurate invoices and then share them with clients. If you have recurring customers, automate invoices based on these payment schedules.
A standout feature is the built-in chat software that lets you communicate within the tool. It has powerful features like channels, file sharing, and client collaboration. It means you don’t need another messaging solution like Slack or Google Hangouts.
Avaza integrates with Xero, QuickBooks, SharpSpring, Stripe, Google Apps, Trello, Basecamp, Zendesk, Google Docs, Insightly, Google Sheets, Evernote, Github, Google Drive, Dropbox, Google Calendar, JIRA, Mailchimp, Salesforce, and Slack.
Avaza has a free plan for 1 user and up to 5 invoices. Paid plans start at $9.95/user/month. You can add extra features to each plan for a small fee. There’s no free trial but you can book a demo on the website.
Other Project Management Software With Invoicing
Here are some additional project management software with invoicing options that didn’t make it onto my shortlist, but are still worth checking out:
- FinancialForce
For Salesforce users
- Ravetree
For client invoicing and management
- Harvest
Free PM software with invoicing
- Plutio
For freelancers and entrepreneurs
- Taimer
For professional services
- Cenchu Passion App
Project management with invoicing for startups
- Accelo
Integrated invoicing and profitability tracking
- Hubstaff
To automate invoicing & track status
- Kantata
For its financial management capabilities
- VOGSY
For invoicing subscriptions, retainers, installments
- ProWorkflow
For generating invoices from projects
- GoodDay
For project teams needing built-in invoicing
- Kaseya BMS
For professional service automation tools
- Procore
For construction teams
- Paymo
For small & medium teams
Project Management Software With Invoicing Selection Criteria
When selecting the best project management software with invoicing to include in this list, I considered common buyer needs and pain points like integrating billing with project tracking and managing multiple client invoices. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage project timelines
- Track task progress
- Generate and send invoices
- Monitor budgets and expenses
- Collaborate with team members
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable invoice templates
- Automated billing reminders
- Multi-currency support
- Advanced reporting tools
- Integration with accounting software
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation
- Minimal learning curve
- Clear layout of features
- Responsive design
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to interactive product tours
- Use of chatbots for guidance
- Comprehensive webinars
- Availability of templates
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Access to live chat
- Response time for inquiries
- Availability of a knowledge base
- Availability of email support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Range of features included
- Cost of additional features
- Availability of free trials
- Discounts for annual subscriptions
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- User feedback on ease of use
- Comments on customer service
- Reviews on feature effectiveness
- Frequency of software updates
How to Choose Project Management Software With Invoicing
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Can the software grow with your business? Consider the number of projects and users you plan to have in the future and ensure the tool can accommodate that. |
| Integrations | Does the software connect with your existing systems? Check if it integrates with tools like your CRM, email, or accounting software. |
| Customizability | Can you tailor the tool to fit your workflows? Look for options to customize fields, dashboards, and reports to match your processes. |
| Ease of use | Is the interface user-friendly? A simple design helps your team adapt quickly without extensive training. |
| Implementation and onboarding | How long will it take to get started? Evaluate the ease of setting up the software and the support available during the onboarding process. |
| Cost | Is the pricing within your budget? Consider the total cost, including any hidden fees or costs for additional users or features. |
| Security safeguards | How does the software protect your data? Look for encryption, regular backups, and compliance with data protection standards. |
What is Invoicing in Project Management?
Project management software with invoicing combines project management functionalities with financial management tools such as timesheets and billable hour tracking, cashflow analytics, and invoicing tools.
This type of software typically includes features for project planning, task management, collaboration, and time tracking, allowing users to efficiently manage and monitor various aspects of a project.
Small teams, freelancers, and startups greatly benefit from using it. These groups normally have budget constraints and other places where they need to invest their money rather than paying for three or four different professional services tools.
Features
When selecting project management software with invoicing, keep an eye out for the following key features:
- Security safeguards: Protects sensitive project and financial data with encryption and regular backups.
- Task management: Organizes tasks and assigns them to team members, helping keep projects on track.
- Time tracking: Monitors the time spent on tasks, ensuring accurate billing and productivity insights.
- Invoice generation: Creates and sends invoices directly from the software, simplifying the billing process.
- Customizable dashboards: Allows users to tailor their view for quick access to important project data.
- Budget tracking: Keeps an eye on project expenses and ensures they stay within the allocated budget.
- Integration capabilities: Connects with other tools like CRMs and accounting software for seamless data flow.
- Multi-currency support: Facilitates billing for clients in different countries, accommodating various currencies.
- Reporting tools: Provides insights and analytics on project performance and financials.
- Collaboration features: Enhances team communication and file sharing within the platform.
- Client portals: Let clients view invoices, expenses, and tracked time, and may allow online payments.
Benefits
Implementing project management software with invoicing provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved organization: Task management and customizable dashboards help keep projects orderly and on schedule.
- Accurate billing: Time tracking and invoice generation ensure clients are billed correctly for the work done.
- Enhanced collaboration: Built-in communication tools make it easy for team members to share ideas and updates.
- Better financial oversight: Budget tracking and reporting tools give insights into project costs and financial health.
- Simplified workflows: Integration capabilities connect with other tools to reduce manual data entry and errors.
- Global reach: Multi-currency support allows you to handle international clients with ease.
- Data security: Security safeguards protect your project and financial data from unauthorized access.
Costs & Pricing
Selecting project management software with invoicing requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in project management software with invoicing solutions:
Plan Comparison Table for Project Management Software With Invoicing
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic task management, limited projects, and basic support. |
| Personal Plan | $5-$25/user/month | Task management, time tracking, invoice generation, and limited integrations. |
| Business Plan | $30-$50/user/month | Advanced reporting, budget tracking, enhanced integrations, and collaboration features. |
| Enterprise Plan | $60-$100/user/month | Customizable dashboards, multi-currency support, advanced security safeguards, and dedicated support. |
Project Management Software With Invoicing FAQs
Here are some answers to common questions about project management software with invoicing:
What integrations should I look for?
When selecting a project management tool with invoicing, consider integrations with time tracking and CRM software, such as Hubspot, Harvest, Pipedrive, and Salesforce, as well as communication platforms like Slack and Teams.
How can customizable dashboards improve project management software with invoicing?
Customizable dashboards let you tailor your view to focus on the most relevant data. This personalization helps you quickly access project statuses, billing information, and team performance, allowing for more informed decision-making and efficient project oversight.
Why is multi-currency support important in project management software with invoicing?
Multi-currency support is crucial if you work with international clients. It allows you to bill in different currencies without manual conversions, ensuring accuracy and professionalism in your invoicing process. This feature helps you accommodate clients globally, expanding your market reach.
What’s Next:
If you're in the process of researching project management software with invoicing, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
