PayCompass

SUMMARY:

Biller Genie acts like an automated accounts-receivable assistant for QuickBooks users: you continue creating invoices in QuickBooks as usual, and Biller Genie sends them to customers, provides a secure online option to pay by card or ACH, follows up automatically on unpaid invoices, and records the payment back in QuickBooks. It can also let customers save a payment method, enroll in Auto Pay, and view/pay invoices through an online portal—reducing manual collections, payment entry, and reconciliation work.  On average, bills get paid in 8 days unlike the industry average of 47!

Choose Biller Genie when the business’s main problem is:

• “We send invoices from QuickBooks, but customers pay late.”

• “Our staff spends too much time emailing, calling, and tracking unpaid invoices.”

• “We need invoice reminders and collection follow-up to happen automatically.”

• “We want a customer portal for invoice payment, Auto Pay, saved cards/ACH, statements, receipts, and payment-plan requests.”

• “We want to preserve our existing accounting workflow and make payment reconciliation less manual.”

• “We want a simple AR-focused solution for a service business, contractor, professional practice, distributor, or B2B merchant.”

SECTION I:  Product Overview

• Invoicing: Yes
• Recurring Billing: Yes
• Payment Pages: Yes
• Scheduled Payments: Yes
• Send automated reminder to customers for payment: Yes
• Supported Gateways: USA ePay, NMI, MX Merchant, Auth.net
  
• ACH: Yes, Paya, Auth.net
• QR Code Payments: Yes using the mobile app
• Number of users & cost per user: Unlimited users can be added at no cost
• Role based permission settings: Yes
• Card authorization with card vaulting: Yes
• B2B capabilities: Yes
• Text to pay: Yes, using the mobile app
• Inventory: No. Biller Genie is an AR/payment automation layer and can display/sync invoice line items from the connected accounting system. Inventory, SKUs, quantities, and product/service records are generally managed in the accounting/ERP system.
• Vault multiple payment methods per customer: Yes
• Create new customer records upon completing a payment: No
• Fraud controls: Yes
• Customizable receipts: Yes
• Methods of payment acceptance: Cash, credit/debit, checks, and ACH
• NOTE:  Authorize.net and NMI now support Apple Pay
• Supported pricing models: Interchange Plus, surcharging, and dual pricing
• Multi-location reporting: Yes but depends on Account setup

SECTION II: Hardware and Technology

• Mobile app companion: Yes, can create and push to accounting system
• Works with Bluetooth card reader: No
• Tap to pay: Not available with the Biller Genie mobile app 
• Optional payment devices: Yes with NMI Gateway using Omnichannel plus Bill Connect module ($20).
• Compatible software: BillerGenie integrates with QB Online, Xero, QB Desktop with MagicCarpet

SECTION IV: Resources

• YouTube video(s): https://www.youtube.com/@BillerGenie/videos
• Website: https://billergenie.com/
  

SECTION V: How Sales Agents Can Book a Biller Genie Demo

BillerGenie hosts 30 minute webinars five days per week from Monday-Friday at various times. These demos are public facing and anyone can join. While participants aren't allowed to come off mute and ask questions, they can put their questions in the chat during the presentation to which the presenter will address all questions at the very end. If it's determined that the merchant has questions that were not answered during the presentation, the sales agent can send an email to sales@paycompass.com and request a follow-up 1:1 demo. 

1. Go to https://billergenie.com/webinar-registration/
2. Select the day and time that works best for the merchant
3. Enter the first and last name of the merchant
4. Enter the merchant's email address and phone number
5. Enter the name of their business and their current accounting software
6. Enter the number of invoices that the merchant sends per month and their gross monthly sales 
7. Enter the name of the merchant's current merchant services provider
8. Enter the name of the Sales Agent and their email address 
9. Click "Register." Both the Sales Agent and the merchant will receive a Zoom invite shortly after registering. 

2 BillerGenie Plan Options:

The best evaluation of the programs would be to have the merchant hop on a demo when premium features come up in presale conversation.  We stick to the plugin plan on demos.  They will have a 30-day premium trial and training with our account managers to evaluate if they want to upgrade to premium.  We only discuss those premium features if the merchant or partner bring them up during 1on1 presale demos.  Then we’ll switch gears and drive home the value of premium.  Below is a breakdown of Plugin vs Premium.

Premium:  $69.95 + 50bps

The Biller Genie Premium plan is appropriate for those merchants that want to use us for all their accounts receivable needs. This includes dunning (reminders), customer portal, customer storing payment methods, late fee manager, custom email domain, paper mail, and Auto batch reconciliation (What is Auto Batch Reconciliation?) .  This version of our system is $69.95 and .5% on invoice collection and no contract. You never have to upgrade to this version of our software; it is an option if you would like to use additional tools and are able to save more time, money, get paid faster, and improve your customers’ experience.  

Premium-oriented functionality includes:

• All the Plug-In Plan features, plus ...

• Automated invoice delivery and configurable reminder/dunning cadences

• Customer Portal self-service

• Payment plans and partial payments

• Hosted payment links and invoice-PDF payment QR codes where configured

• Payment sync, Automatic batch reconciliation, and reporting

• Virtual Terminal capability as an add-on

• Role-based access, including SuperUser and Settings Manager roles

Competitive Landscape:

Verosa is specifically designed to extend the QuickBooks workflow with payment acceptance for invoices, statement charges, sales receipts, and in-person transactions. 

Chargezoom emphasizes cloud-based automation, automated follow-up, recurring/subscription capabilities, payment reconciliation, and compliant surcharging. 

Biller Genie focuses on bill presentment, collection follow-up, payment acceptance, and reconciliation without forcing businesses to replace their accounting workflow.

Decision guide: