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In a Nutshell is a cloud-based, artificial intelligence-enabled, online payment solution for small and medium-sized businesses. It helps you pay bills, send invoices, manage cash flows, and keep track of your financial operations, all from one space. is dedicated to banks, financial firms, and small to mid-sized businesses. It’s a popular all-in-one accounting solution used by the likes of TED, Thumbtack, and Dialpad.


  • Automates both accounts payable and accounts receivable
  • Does not impose transaction fees on payment transfers


  • Overly complicated for simple invoicing needs
  • Helpful resources are insufficient in scope at a Glance

Editorial Score


Accounting, invoicing, recurring billing; mobile and digital invoice creation and sending


Billing management, inventory management, payments


No free trial


Many 3rd party integrations available

Customer Support

Live support chat and phone 24/7, live agents: Monday-Friday:5 am to 6 pm PST Saturday-Sunday:6 am to 3 pm PST,
9.0 Visit Site at a Glance

Best for
Banks, financial firms, small and medium-sized businesses
Price range
$29.99 USD/month — Custom pricing
Web, iOS, and Android

Features and Add-ons

Invoicing tools are usually simple in that they offer a hassle-free way to send invoices and get paid—nothing more and nothing less., however, is an accounting solution that does do more. Besides enabling you to send invoices and clear payments, it also enables you to manage cash flows and automate payment approvals. Here are a few of its best features.

A/P Automation lets you pay vendors faster without you having to approve and process each invoice manually. It does all the legwork, from collecting and validating invoices to approving them and processing payments. For vendors, getting paid is as easy as mailing an invoice to your inbox and filing in the necessary payment details.

Invoice Templates

The platform comes with a default invoicing template to help you get paid faster. If you’d like to add additional fields or information, you can easily do so using the editor. You can also create your own templates for faster invoicing.

Payment Processing

Processing payments using is a breeze. You can use a credit card, debit card, or check to make payments, or you can wire money directly to your vendor’s bank account. enables you to pay vendors without additional transaction fees, making it the preferred payment system for many organizations.

Intelligent Virtual Assistant’s Intelligent Virtual Assistant automates your accounting tasks so you don’t have to process each invoice manually. Everything from payment approval to payment processing can be set up to work automatically. There’s also an intelligent click-and-capture function that lets you capture invoices quickly and easily.

Third-party Integrations has partnered with various top accounting software companies, including Microsoft Dynamics, Oracle Netsuite, Tallie, Sage Intacct, Expensify, Quickbooks, and Xero. You can seamlessly import and export data between these services and You are also given access to’s API, enabling even more custom integrations.

Payment Options enables you to pay vendors via credit card, debit card, check, international wire transfers, and ACH. The process is simple enough: all you need to do is upload an invoice from a vendor or have them email it to your inbox.

Payments can be single, bulk, or recurring. Once you approve the payment, the money reaches the vendor using your preferred payment method. automatically syncs your payments with your accounting system, so you save precious time by paying vendors faster.

Pricing/Costs & Fees

Essentials Plan
Team Plan
Corporate Plan
Enterprise Plan
Accountant Partner Program



Custom pricing


With the Essential Plan, users gain access to one product that handles both accounts payable and accounts receivable. You can manually import and export CSV files to and from your accounting software. This plan includes unlimited document storage, invoice data capture, centralized inbox, and national and international wire transfers.

With the Team Plan, users get one product for handling both accounts payable and accounts receivable, along with all the features included in the Essential Plan. They also get the added functionality of integration with Xero, QuickBooks Pro/Premier, and QuickBooks Online, so they don’t have to manually import or export CSVs.

With the Corporate Plan, users get two separate products for managing accounts payable and accounts receivable and all the features included in the Essentials Plan and the Team Plan.

With the Enterprise Plan, users receive access to two separate products for handling accounts payable and accounts receivable, along with all the features included in the Essential, Team, and Corporate Plans. They also get additional enterprise-level features like single sign-on, premium support, and access to the API. Visit Site

Usability’s UI is quite familiar: a primary dashboard offering an overview of your tasks and tab-based navigation with links to various app sections. The interface is simple enough for those coming from any other accounting software. However, it’s easy to be overwhelmed by the sheer number of options if all you want is a simple invoicing tool.

However, for those looking for financial management features beyond invoicing, is the perfect solution. One of the best things about this platform is that you can automate everything. You can set up custom workflows to auto-approve invoices and process payments with as little or as much oversight as you desire. This saves businesses a great deal of time and helps vendors get paid faster.


While a bit of overkill for invoicing alone, is an all-around finance management solution that can greatly boost productivity for your business’s accounting department. 

With a host of third-party integrations to choose from and artificial intelligence for workflow automation, it can transform the way that you handle payments at your organization.

Ritoban Mukherjee is a tech journalist, web designer, and content marketer with bylines in Quartz, Gizmodo, OneZero, Techradar, and Tom's Guide. He's a huge fan of no-code web development and believes it to be the future of online work. Mukherjee shares his insights on all things tech through his contributions on When he's not writing, he designs and develops websites using Figma, Webflow, Wordpress, and more.

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