TrustRadius Insights
Users of XO Bills have reported that the software offers a seamless and efficient way to access and manage their financial data. With its …
Starting at $65 per month
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What is XO Bills?
XO Bills is an integrated industry-based software application designed to streamline work procedures, increase productivity, and potentially save time and money for businesses. According to the vendor, it is specifically designed to serve the needs and requirements of various industries, including the...
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Basic
$65
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is XO Bills?
XO Bills is an integrated industry-based software application designed to streamline work procedures, increase productivity, and potentially save time and money for businesses. According to the vendor, it is specifically designed to serve the needs and requirements of various industries, including the Travel & Holidays industry, Human Resources, Finance and Accounting, Asset Management, and Sales and Marketing. The software aims to provide professionals in these industries with a user-friendly and customizable solution.
Key Features
Easy to Customize: According to the vendor, XO Bills is designed with simple logics, allowing for easy customization and configuration according to user requirements. It offers a one-step process to integrate with company websites.
Multipurpose Layout: The multipurpose layout of XO Bills is said to notify users on various integrated modules and alerts them on various transactions, ensuring accurate and systematic task completion.
Unique Design: The vendor claims that XO Bills stands out with its unique system design, features, and specialties. It offers simplicity and accessibility with built-in templates for a user-friendly experience.
CRM Module Integration: XO Bills is said to seamlessly integrate with company websites, allowing for the direct onboarding of customer queries, feedback, complaints, and suggestions into the CRM module.
Lead, Opportunity & Sales Management: According to the vendor, XO Bills aims to make managing leads, opportunities, and sales effortless. It enables single-click accounting of sales after transaction verification.
HR Module Integration: XO Bills offers an HR module that is said to be easy to use and seamlessly integrated with payroll and accounting. It aims to streamline the recruitment process, from publishing employment vacancies to candidate hiring and automated staff HR profile creation.
Asset Management System: XO Bills provides an integrated asset management system for simplified deployment, transfer, and tracking of assets. It aims to streamline the process for asset deployment and transfer.
Task Management: XO Bills features an innovative task management system specifically designed for accounting tasks related to bill payments. It aims to enhance collaboration and offer advanced task tracking capabilities.
Interview, Meeting & Appointment Management: XO Bills offers an interactive system for managing interviews, meetings, and appointments. It provides the facility to tag related parties and auto-calendar schedules, according to the vendor.
Internal Communication: According to the vendor, XO Bills enhances internal communication within a company. It allows for the declaration of branch holidays and the management of staff attendance.
XO Bills Features
- Supported: Calendar/Reminder System
- Supported: Task Management
- Supported: Workflow Management
- Supported: Contact Management
- Supported: Lead Management
- Supported: Sales Pipeline Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Lead Generation
- Supported: Marketing Automation
- Supported: Mobile Access
- Supported: Quotes/Estimates
- Supported: Segmentation
- Supported: Social Media Integration
- Supported: Territory Management
XO Bills Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of XO Bills have reported that the software offers a seamless and efficient way to access and manage their financial data. With its user-friendly interface, individuals have found it easy to navigate and utilize the platform, saving them a significant amount of time. By automating key financial processes such as generating financial reports and simplifying payroll operations, XO Bills has proven to be a valuable tool in promoting data accuracy and streamlining day-to-day tasks.
One of the standout features of XO Bills is its ability to provide users with a comprehensive view of their entire business and operations. Customers have expressed their satisfaction with the software's capability to consolidate financial information from various sources into one centralized platform. This has allowed them to gain insights into their financial health, make informed decisions, and improve overall business performance.
The ARS module within XO Bills has been particularly praised by users for its effectiveness in generating necessary reports through the Automated Reporting System. This feature eliminates the need for manual report generation, providing users with up-to-date and accurate information without any hassle. The automated nature of this module has significantly simplified the reporting process for businesses, enabling them to save time and resources while maintaining compliance with regulatory requirements.
Overall, XO Bills offers an array of use cases that cater to the needs of businesses when it comes to managing financial data effectively and efficiently. Users have found value in its time-saving capabilities, comprehensive view of business operations, and the convenience provided by automated reporting features.
User-Friendly Interface: Users have found XO Bills to be user-friendly and easy to learn, making it a simple software for accounting purposes. Several reviewers mentioned that they appreciated the intuitive interface, which made managing daily accounting tasks more effortless and straightforward.
Efficient Entry Process: Many users praised the software for its streamlined entry process. They mentioned that XO Bills provided a simple and straightforward way to perform entry tasks, allowing them to easily input transactions with ease. This efficient entry process has been commended by multiple reviewers.
Convenient Customer Management: Reviewers have highlighted the convenience of customer management in XO Bills. The software's ability to adjust entire transactions with ease has been particularly appreciated by users as it allows them to efficiently manage customer details. Additionally, users liked the direct mail feature, enabling them to send messages directly to customer accounts and provide related services.
Missing Terminal Column: Some users have mentioned that there is a problem with the ticket voucher feature in XO Bills, as the terminal column is missing. This has caused confusion for users and is seen as a significant issue.
Confusion for Users: While XO Bills is generally easy to handle for accounting purposes, some reviewers have expressed frustration specifically with the missing terminal column in the ticket voucher feature. They believe this aspect of the software can be confusing, especially for beginners.
Limited Negative Feedback: Despite the mentioned issues with the ticket voucher feature, overall negative feedback about XO Bills seems to be minimal. One reviewer stated that they couldn't think of any other least favorite aspects and considered it the best software overall.