--- title: "Vertex Case Management & Billing Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Vertex Case Management & Billing Software - reviews, pricing plans, popular comparisons to other Real Estate Agency products and more." source_url: "https://www.capterra.com/p/77890/Vertex-Case-Records-Manager/" page_type: "product" language: "en" --- # Vertex Case Management & Billing Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 11, 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)[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/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2500 Per User, Per Month Free trial available Free version not included 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 Vertex Case Management & Billing?[Manage this product listing](https://www.g2.com/products/real-estate-workflow-automation/claim_requests/new?auto=true) ## 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. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/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 4.0 (46) Value For Money 0.0 (0) Value For Money 3.9 (40) Customer Service 0.0 (0) Customer Service 3.8 (43) ## Vertex Case Management & Billing alternatives [4.5 (1,063)](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 [4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (46)](https://www.capterra.com/p/143681/Collaborate/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about Vertex Case Management & Billing Overview ### What company size and specific industries is Vertex Case Management & Billing built for? Vertex Case Management & Billing is designed for nonprofit organizations and IDD agencies of any size that need case management and billing support. It is aimed at the nonprofit and intellectual and developmental disabilities services sectors, where managing client records, services, and billing is central to daily operations. Features and Usability ### What are the key features of Vertex Case Management & Billing? Vertex Case Management & Billing includes case management, billing and invoicing, time and expense tracking, and automatic time capture for service work. It also offers workflow management, client portals, document management, reporting and analytics, role-based permissions, and audit trail tools for tracking records and transactions. Integrations ### Which third-party tools and platforms does Vertex Case Management & Billing integrate with? Vertex Case Management & Billing connects natively to Dynamics 365 Business Central for accounting and business operations data. With this direct integration, Vertex Case Management & Billing can link case and billing workflows to Microsoft’s ERP environment. Getting Started and Support ### What training and onboarding options does Vertex Case Management & Billing offer? Vertex Case Management & Billing provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does Vertex Case Management & Billing offer? Vertex Case Management & Billing provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback on support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate multiple ways to seek help. ## Features AI summary Based on 853 Real Estate Agency reviews Capterra data shows that buyers of data entry software rank the following features as their top priorities: - **Data Capture and Transfer** (**55%** of reviewers rated this feature as critical) - **Customizable Forms** (**63%**) - **Customizable Fields** (**55%**) Vertex Case Management & Billing includes **Customizable Forms** and **Customizable Fields**, giving teams more control over how information is collected and organized for different workflows. However, it does not offer **Data Capture and Transfer**. Instead, it provides other relevant features that reviewers also value, including **Data Retrieval** (**54%**), **Data Quality Control** (**48%**), and **Data Import/Export** (**47%**). These features help businesses keep records accurate, access information when needed, and move data between systems, allowing teams to manage data entry work with better consistency and oversight. 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 130 features ### All Features - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendance Tracking: Track the attendance of specific individuals or groups - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Time Capture: Automate recording of time to reduce human error - Benefits Management: Record employee's benefit plans and selections throughout career progression - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Check Printing: Print paychecks issued to confirm payment of wages or salary - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clock In/Out: Track employees' arrival and departure timings for payroll purposes - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Import/Export: Import and export data to and from software applications - Data Quality Control: Establish guidelines about how much and what kind of data can be stored in the repository - Data Retrieval: Search and find data in a structured format - Data Storage Management: Manage and store data in a database - Data Visualization: Graphical representation of data - Database Support: Supports common databases such as MySQL and Oracle - Direct Deposit: Digitally deposit correct payroll amounts into individual employee's bank accounts - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Profiles: Centralized storage for employee data, records, and performance metrics - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - General Ledger: Centralized accounting record which tracks all financial transactions - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Intake Management: Activities related to the initial admission of a charge into the organization's care - Investment Management: Manage and handle financial assets as well as other investments. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Leave Tracking: Manage and track employee attendance - Medical History Records: Records of patients' medical history - Mobile Access: Access software remotely via mobile devices - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Location: Manage and support multiple locations - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Multiple Billing Rates: Different tiers of pricing and billing for different employees and situations - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Offline Time Tracking: Track employee and task times without internet connection - Online Time Tracking: Track employee and task times using internet connection - Overtime Calculation: Manage and record overtime hours for hourly employees - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Payroll Reporting: View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more - Predictive Analytics: Predict future data based on historical data sets - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Records Management: Ability to record, store, update, and retrieve information - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Training Management: Track employee/learner's progression through training programs - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Volunteer Management: Manage volunteer information and direct volunteer resources - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## 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. 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