18 Beste Terminplanungs- und Rechnungssoftware im Test 2026

QuickBooks is an accounting software designed for small to medium-sized businesses, providing tools for bookkeeping, invoicing, and financial management. It helps users manage their finances, track expenses, and generate financial reports.

Why I picked QuickBooks: QuickBooks offers bookkeeping capabilities, making it suitable for businesses that need detailed financial management. You can create and send invoices, keeping your cash flow organized. The expense tracking feature helps you monitor spending and manage budgets. With its reporting tools, you can generate detailed financial reports that provide insights into your business performance.

Standout features & integrations:

Features include payroll management for paying your employees and handling taxes. The inventory tracking feature helps you monitor stock levels and manage orders. QuickBooks also offers a mobile app, allowing you to manage your finances on the go.

Integrations include PayPal, Square, Shopify, TSheets, HubSpot, Expensify, BILL, Stripe, Salesforce, and Mailchimp.

YouCanBookMe is an online scheduling tool designed for professionals and teams needing calendar management. It supports appointment booking and calendar synchronization, making scheduling hassle-free for users.

Why I picked YouCanBookMe: YouCanBookMe works well in calendar integrations, allowing you to sync with popular calendar services. Its booking system is straightforward, letting your clients book appointments without back-and-forth emails. You can customize booking pages to reflect your brand and preferences for your client experience. Automated notifications ensure everyone is on the same page, reducing missed appointments.

Standout features & integrations:

Features include customizable booking forms that let you gather essential client information upfront. The software offers time zone detection to accommodate global clients, minimizing scheduling errors. YouCanBookMe also provides buffer times between appointments, giving you breathing room during your day.

Integrations include Google Calendar, Microsoft Outlook, Zoom, Microsoft Teams, Zapier, Stripe, PayPal, Slack, Trello, and iCloud.

Acuity Scheduling is an online scheduling platform designed for small to medium-sized businesses that need appointment management. It helps with simplifying booking processes and offers features for managing appointments, client information, and reminders.

Why I picked Acuity Scheduling: Acuity Scheduling specializes in appointment reminders, so you and your clients stay informed. The software allows you to automate email and text reminders, minimizing no-shows and improving client communication. It offers customizable scheduling pages that reflect your brand and meet your specific needs. The ability to sync with your calendar keeps your schedule organized and accessible.

Standout features & integrations:

Features include calendar syncing with popular platforms to keep your schedule in one place. The software offers client self-scheduling, allowing clients to book appointments at their convenience. Time zone detection ensures accurate scheduling across different regions, reducing confusion.

Integrations include Google Calendar, Outlook, iCloud, Zoom, QuickBooks, Mailchimp, Stripe, PayPal, Squarespace, and WordPress.

Zoho Books is an online accounting software tailored for small businesses, offering features for managing finances, tracking expenses, and automating workflows. It helps financial operations, making it easier for users to handle their accounting needs.

Why I picked Zoho Books: Zoho Books is a good choice for small business accounting, providing tools for financial management. It offers automated bank feeds, letting you import and categorize transactions. The invoicing feature allows you to create professional invoices and set up automated payment reminders. With its expense tracking capabilities, you can keep a close eye on your business spending and budgets.

Standout features & integrations:

Features include project management that helps you track time and bill clients accurately. The client portal allows your clients to view invoices and make payments securely. Zoho Books also offers a dashboard that provides an overview of your financial health.

Integrations include PayPal, Stripe, Google Drive, Dropbox, Office 365, Slack, Zoho CRM, Zoho Projects, Shopify, and G Suite.

Wave is an accounting software designed for freelancers and consultants, offering invoicing, accounting, and receipt management. It is for financial management, helping users keep track of their business finances.

Why I picked Wave: Wave is tailored for freelancers and consultants, offering essential financial tools without the complexity. It provides free invoicing features that allow you to create professional invoices. The accounting feature automatically syncs with your bank transactions, saving you time on manual entries. Its receipt management tool keeps your expenses organized and accessible.

Standout features & integrations:

Features include automatic transaction categorization that helps organize your finances. The payroll feature supports managing employee payments and tax deductions. Wave also offers a dashboard with financial insights, allowing you to monitor your business performance at a glance.

Integrations include PayPal, Etsy, Shoeboxed, Zapier, Google Sheets, Slack, Stripe, HubSpot, Mailchimp, and Shopify.

Simply.Coach is a digital platform tailored for coaching professionals, helping them manage their client interactions, schedules, and invoicing. It's designed for administrative tasks of coaches, allowing them to focus more on their clients.

Why I picked Simply.Coach: This tool is specifically designed for coaching professionals, offering features that cater to their unique needs. You can manage client sessions and track progress, thanks to its session management tools. The platform also provides invoicing capabilities tailored for coaches. Detailed analytics give you insights into client progress and engagement.

Standout features & integrations:

Features include session notes that help you keep track of client interactions and progress. The goal tracking feature allows you to set and monitor client objectives. Automated reminders for both you and your clients’ sessions.

Integrations include Google Calendar, Zoom, Microsoft Teams, Outlook, PayPal, Stripe, Mailchimp, Slack, Salesforce, and HubSpot.

Square is a versatile scheduling and invoicing software designed for small retail businesses. It focuses on payment processing, appointment scheduling, and order management, making it a good option for handling daily transactions and operations.

Why I picked Square: Square provides a suite of features tailored to small retail businesses. Its payment processing system is efficient and straightforward, allowing you to manage transactions. The software also includes order management, helping you keep track of inventory and sales. Appointment scheduling is another feature that supports customer engagement and services.

Standout features & integrations:

Features include appointment reminders to keep your clients informed and reduce no-shows. The cash flow management tool helps you track your finances. Performance tracking provides insights into your business operations, enabling you to make informed decisions.

Integrations include QuickBooks, Xero, WooCommerce, BigCommerce, Wix, WordPress, Mailchimp, Zoho Books, and Zapier.

Dubsado is a business management solution designed for freelancers and small business owners, focusing on client management and project tracking. It helps users automate workflows, manage contracts, and handle invoicing.

Why I picked Dubsado: Dubsado works well in client management, offering tools that help you stay organized. It provides customizable workflows that automate repetitive tasks, saving you time. You can create and manage contracts as well as client interactions directly within the platform. The invoicing feature is flexible, allowing you to set up recurring payments and track financial transactions.

Standout features & integrations:

Features include a lead capture form that helps you gather client information. The calendar scheduling tool integrates with your existing calendar, keeping your appointments organized. Dubsado also offers a task management feature that allows you to assign and track tasks within your projects.

Integrations include QuickBooks, Stripe, Square, PayPal, Google Calendar, Zapier, Mailchimp, Acuity Scheduling, Calendly, and Xero.

Harvest is a time tracking and invoicing software designed for freelancers and small to medium-sized businesses, focusing on managing time and expenses. It helps users track billable hours and manage projects and invoicing.

Why I picked Harvest: Harvest is good for time tracking, offering features that help your team monitor their hours. You can use its intuitive interface to start and stop timers as you work. The reporting tools provide insights into project progress and team performance, making it easier to manage resources. Invoicing with automatic time and expense conversion into client invoices.

Standout features & integrations:

Features include expense tracking that allows you to manage project costs. The timesheet approval feature for accurate billing lets managers review and approve time entries. Harvest also provides a visual overview of your projects, helping you stay on top of deadlines and budgets.

Integrations include QuickBooks, Xero, Slack, Asana, Trello, Basecamp, GitHub, PayPal, Stripe, and Google Calendar.

CopilotCRM is a customer relationship management tool aimed at home service businesses, offering features for scheduling, invoicing, and client management. It helps users with operations and customer interactions.

Why I picked CopilotCRM: CopilotCRM offers a user-friendly CRM integration for businesses that require connections with other tools. The dispatch board provides an overview of schedules and assignments, keeping your team organized. It also offers automated invoicing and late fee features for financial transactions, improving cash flow. The customer portal for client interaction allows job requests and payment processing.

Standout features & integrations:

Features include capacity scheduling that prevents overbooking by aligning team availability with job demands. Automations reduce the need for follow-up calls and reminders, saving you time. The platform also supports automatic late fees, helping you maintain timely payments.

Integrations include Zapier, Slack, HubSpot, Google Calendar, QuickBooks, Stripe, PayPal, Xero, Mailchimp, and Trello.