# Vertex Case Management & Billing Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vertex Case Management & Billing Software - reviews, pricing plans, popular comparisons to other Data Entry products and more.

Source: https://www.capterra.com/p/77890/Vertex-Case-Records-Manager

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# 

 Vertex Case Management & Billing Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Vertex Case Management & Billing

## What is Vertex Case Management & Billing?

Time Simplicity helps your organization streamline the creation and management of staff schedules! Our Vertex software module allows your team to create a balanced schedule while accommodating employee preferences, required skills, labor law constraints, and much more. Our Time and Attendance software pairs nicely, operating as a complete timesheet system that enables your team to manage their schedule in real-time. You can track and record staff time, service delivery, attendance and accrual balances all within one timesheet software solution. Agencies can use this timesheet software to streamline and automate leave time requests, limit early clock-ins, and issue overtime warnings to reduce time spent on scheduling and more time spending with clients. TimeWorksPlus uses geofencing, geocoding, and IP address tracking, to offer many ways to record time and access our timesheet software no matter where you are.

## What is Vertex Case Management & Billing used for?

[Human Services](https://www.capterra.com/human-services-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/)[Data Entry](https://www.capterra.com/data-entry-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$2500

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...

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Do you work for Vertex Case Management & Billing?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.vertexsystems.com&name=Vertex Case Management & Billing)

## 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.

### Vertex Case Management & Billing

0.0

VS.

[4.3 (44)](https://www.capterra.com/p/223060/PlanStreet/reviews/)

Starting Price

$2500

per user, per month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.3 (44)

Value For Money

0.0 (0)

Value For Money

4.4 (38)

Customer Service

0.0 (0)

Customer Service

4.7 (41)

## Vertex Case Management & Billing alternatives

[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

Starting price

$21.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.5 (1,059)](https://www.capterra.com/p/132388/CharityTracker/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (81)](https://www.capterra.com/p/203725/Noteable/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Ad hoc Reporting

Generate one-off reports that meet information requirements

Alerts/Escalation

System alerts about the need to escalate an issue or request

Vertex Case Management & Billing 126 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage various aspects of appointments including booking, rescheduling, canceling

Manage the process of evaluating documents or requests submitted for approval

Creation, administration, and evaluation of assessments or tests

Manage attendance for classes, shifts, meetings, or events

Track the attendance of specific individuals or groups

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Automate recording of time to reduce human error

Record employee's benefit plans and selections throughout career progression

Track billable hours and/or non-billable expenses for work performed

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Track and manage schedules and meetings via an integrated calendar

Manage the treatment plan and coordination between care providers and patients with special health care needs

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Access and track notes regarding case activities and updates within case files

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Print paychecks issued to confirm payment of wages or salary

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track employees' arrival and departure timings for payroll purposes

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Creation and customization of dashboards

Process of gathering, measuring, and analyzing accurate data

Import and export data to and from software applications

Establish guidelines about how much and what kind of data can be stored in the repository

Search and find data in a structured format

Manage and store data in a database

Graphical representation of data

Supports common databases such as MySQL and Oracle

Digitally deposit correct payroll amounts into individual employee's bank accounts

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Electronically collect payments for goods or services

Digitally sign online documents

Receive and/or send email notifications for urgent updates, requests, or other information

Electronic storage of staff/employee contact information and job status in a centralized repository

Track employee schedules, availability, and performance across projects and tasks

Centralized storage for employee data, records, and performance metrics

Assign working shifts or tasks to employees based on their availability

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Software specialized for non-profit organizations

Store, manage and track all forms in a centralized location

Centralized accounting record which tracks all financial transactions

Establish measurable goals and objectives and track their progress over a specific period of time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Activities related to the initial admission of a charge into the organization's care

Manage and handle financial assets as well as other investments.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Records of patients' medical history

Access software remotely via mobile devices

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and support multiple locations

Pay employees in multiple states with correct tax deduction amounts in each

Different tiers of pricing and billing for different employees and situations

Ability of websites, web applications, or mobile applications to function without an active internet connection

Track employee and task times without internet connection

Track employee and task times using internet connection

Manage and record overtime hours for hourly employees

Manage employee salary processes, data, taxes, and records administration efficiently

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Predict future data based on historical data sets

Process of managing several related projects or business activities to achieve organizational goals

Document and report the progress of ongoing projects

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Ability to record, store, update, and retrieve information

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan availability and assign specific time slots for tasks and resources

Securely stores data to prevent data loss or breaches

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Measure and track time including hours worked and paid time off (PTO)

Track the amount of time spent on a job or task

Track employee/learner's progression through training programs

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Monitor or audit historical and current transactions to analyze customer account activities

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Request, track, and manage time off requests and vacation time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Manage volunteer information and direct volunteer resources

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

Basic

$2,500

## Integrations

[

Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)

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

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

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