# Levelset Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Levelset Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/145317/zlien/ --- # Levelset Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Levelset ## What is Levelset? Levelset helps contractors and suppliers get payment under control, and sees a world where no one loses a nights sleep over payment. Over 500,000 contractors and suppliers connect on Levelsets cloud-based platform to make payment processes stress-free. Users easily exchange payment documents like lien waivers, pay applications, and preliminary notices, they see everyone on their job, and are empowered with the resources and knowledge they need to be confident in payment. ## What is Levelset used for? [Document Management](https://www.capterra.com/document-management-software/)[Construction Accounting](https://www.capterra.com/construction-accounting-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $149 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Levelset?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.procore.com&name=Levelset) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Levelset 4.2 (19) VS. [4.4 (111)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/) Starting Price $149 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (19) Ease Of Use 4.0 (111) Value For Money 4.2 (17) Value For Money 4.2 (84) Customer Service 4.1 (17) Customer Service 4.4 (102) ## Levelset alternatives [4.3 (84)](https://www.capterra.com/p/150242/Gensuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.8 (124)](https://www.capterra.com/p/97557/QT9-Quality-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (2,667)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/145317/zlien/alternatives/) ## FAQs about Levelset Overview ### Which roles and teams benefit most from Levelset? Levelset is most used by accounting, accounts receivable, and credit teams that manage lien rights, payment collections, and document compliance in construction billing workflows. Office managers and operations leaders use it to streamline paperwork and visibility, while finance executives, owners, and legal leaders rely on it to reduce payment risk and protect cash flow. Answer based on 19 reviews Overview ### What company size and specific industries is Levelset built for? Levelset is designed for construction businesses of all sizes, especially general contractors, subcontractors, and building material suppliers. It suits companies that manage prelim notices, lien waivers, and notices of intent and need a clearer process for handling payment paperwork and reducing delays in the construction industry. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Levelset? Levelset offers billing and invoicing, accounts payable and accounts receivable, and general ledger support for financial management. It also includes contract and license management, contractor, subcontractor, and supplier management, plus compliance tracking, risk assessment and reporting, alerts and reminders, document management, mobile access, and accounting integration. Integrations ### Which third-party tools and platforms does Levelset integrate with? Levelset integrates with QuickBooks Enterprise for linking jobs and invoices. The catalog data provided names this accounting integration as the main connected platform, giving Levelset a direct link to financial workflows without adding other third-party brands. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Levelset offer? Levelset provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars allow guided learning remotely, and documentation offers written reference material for self-paced review and follow-up. ## Features AI summary Based on 31,543 Document Management reviews According to Capterra reviewers, these are the document management features buyers prioritize most when evaluating a solution: - **Secure Data Storage** (**55%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**48%**) Levelset focuses on other capabilities that reviewers also consider important, including **Mobile Access** (**50%**). This feature gives teams the flexibility to view and manage information from different locations, helping businesses keep work moving and respond faster while away from the office. Mobile Access 2.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Accounting Integration 2.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system Accounts Receivable 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track outstanding invoices and the money owed from clients Cash Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Compliance Tracking 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Document Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Levelset 19 features Integrate with a third-party accounting system Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create, manage, and send invoices or bills to customers Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Track and report regulatory data to either internal management or external stakeholders Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Primarily serving architecture, engineering, and construction industry professionals Centralized accounting record which tracks all financial transactions Access software remotely via mobile devices Allow users to sign documents or contracts online Create, send, and track purchase orders and their statuses Timed notification for any upcoming task, deadline, appointment, or activity Initiate collection and analysis of known risks Reporting of risks associated with specific actions, events, or entities Track information, qualifications, and contact details of subcontractors Get Advice We can help you find the software with the features you need. Features 4.2 (19) 4.2 Based on 19 reviews ## Pricing Value for money 4.2 (17) Free Trial Free Version Basic $149.00 Per User,Per Month Value for money 4.2 (17) 4.2 Based on 17 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (17) 4.1 Based on 17 reviews ## User reviews Overall rating 4.2 Based on 19 reviews Filter by rating 5(11) 4(5) 3(1) 2(0) 1(2) Mentioned topic Sorted by most recent JG Jeanie G. Owner Construction ### "Beware of terms and price" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 March 15, 2024 Horrible experience and this is not a good match for any small business. Pros The idea it is meant for but it did not meet any of my expectations Cons How challenging it was to use and implement Reasons for choosing Levelset A friend referred us an liked it, but she has a very large company. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Alisha B. VP of Operations Construction ### "Do Not Use Levelset It Is A Scam" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 2, 2023 HORRIBLE, I am going onto every platform to warn other businesses, this is a scam. Pros Nothing, they did not keep to any of the things they sold us on when we paid 3 thousand dollars. And they will not refund you your money after they screw your business. Cons They sold me on my ability to utilize an attorney to answer my questions- WHICH IS NOT TRUE! You do not have an attorney to answer your specific questions to your business issues. They tell you to go to a "forum" and post an ambiguous question, which cannot be detailed at all. The so called attorney's do not answer your direct questions to your specific needs. Moreover, the assigned representative cannot offer any advise and do not understand Lien laws!!! They will get your company sued for Liening on dates that are not valid. They literally offer so many things that sound great but literally screw up by false information. Not one promise was kept. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VG Vanessa G. Account Manager Construction ### "Only of its kind" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 August 23, 2022 Pros I learned about the documents that are required to protect payment. They do some investigating and you do have a rep assigned to you. Cons The lien I placed through this software was wrong and a lawsuit was used due to Levelsets error on how the lien was made. Also, I wish they could email when a monthly notice needs to be made. And lastly, I paid an extra few hundred to know when a job is not secure, but whether you pay or not, you have the same information, which I feel is kind of a scam. I wish since I paid they told me who placed a lien or monthly notice or just gave more info. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KH Kelsey H. AR Specialist Construction ### "Time Saver" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 14, 2022 Levelset customer service has been pretty good and the product itself is fairly easy to use and implement. The time it saves is AMAZING! Pros This software saves us so much time when it comes to creating documents and sending them out certified mail. This allows us to focus on collections more and other aspects of accounting. Cons The verbiage in it can be quite confusing. Claim on Bonds are called 3 month notices and some even have the "lien" verbiage in them. Now that we understand better how Levelset refers to their documents it is getting easier, but definitely takes some getting used to. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RD Roy D. President Architecture & Planning ### "Do not use this service!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 11, 2022 The people running this company are lazy and unprofessional. Not only do they have inferior communication skills, but they also are entirely unreliable. DO NOT USE THIS SERVICE! Pros Nothing. This whole service is a mess, not worth the time or the money. Cons I did not like anything about this service. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JA Jill A. Business Manager Mechanical or Industrial Engineering ### "Zlien, now Levelset" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 29, 2019 Their technical support is amazing. A real person always answers the phone, and you leave the conversation feeling like you got all the answers. Pros We were able to add a customized letter to the "canned" notices to personalize our message. Cons We didn't purchase the entire software package at first, thus we had to do a little leg work ourselves. Can be time-consuming. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MJ Mark J. Credit Manager Construction ### "Credit Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 4, 2018 Zlien gave us an additional option for pre-lien/LIens.. Pros Ease of use and searchability of jobs and having documents available on line.. Cons Changes made are not always easy to adapt to.. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AB Angela B. CFO Wholesale ### "CFO" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 27, 2018 My overall experience was a good one. There was a hiccup in changing reps in the middle of implementation. Once that was taken care of everything got ironed out. Pros For the most part it is very user friendly. Cons If you don't get your settings done correctly the first time it is very difficult to understand how to fix it. It requires a lot of baby sitting if things are not flowing correctly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Valerie O. Billing Specialist, Safety Coordinator Construction ### "Loving it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 24, 2018 Using zLien has been one of the best business decisions! As subcontractor and sometimes acting as a General Contractor for private and public jobs, zLien makes the process completely streamlined and painless and most importantly, correct. We haven't utilized the QuickBooks integration feature just yet but we are so excited to give it a try! If you do construction work - get zLien and don't make your office staff wonder if they're doing it right - get with the program! Literally! =) Pros System is very intuitive and easy to use! Cons there is nothing I don't like about zLien Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JV Jessica V. AR Accounting ### "Accounts Receivable collections specialist " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 24, 2018 I have had a very positive experience with Zlien Pros The Software is easy to navigate and easy to use Cons There are occasional errors and glitches. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/145317/zlien/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.