Likelihood to Recommend For a simple invoice-based organization, especially with multiple stores, Billtrust is an appropriate fit. While lacking in design and intuitive functionality, Billtrust got the job done as far as receiving payments from customers. However, if you are in a subscription-based business or one that invoices on a frequent repetitive manner, Billtrust may not be the best solution.
Read full review If they are using foreign exchange I always use Xero. If I need reporting to be customized we always use Xero. If the client is already working in a software and it is working for them we will leave them in the software they are in.
Read full review Pros Billtrust's customer service always replies within 24 hours, leaving the case open until it is verified to be resolved. The customer portal our credit managers access is exceptionally well designed, allowing us to see when an invoice was delivered, and even when the end-user opened it. There are built-in reports to answer almost any question. Read full review Their method of moving between screens was very logical and intuitive which is not a "given" attribute among software packages. Finding transactions was relatively easy with just common sense. The use of this software was generally well received in that the accountants did not discredit the software as cheap, poorly organized, or timely to learn. No one at Corporate had a vendetta against using Xero. It does a good job of allowing the users to drill down to the final detail of an account balance - which is fundamental to the accounting department's needs. Read full review Cons Search feature of PO or invoice #, etc. when logged in as the dealer. When logged in to Client Connect, would like to choose page number easily, instead of clicking Next Page as many times as needed. Have to scroll to right to display all columns when it looks like there is plenty of room to display them without a scroll bar. Read full review Occasionally, the price increases and I feel that prices should be fixed for long-term users as there are very few changes in the software from when I started using it 6 years ago. It would be useful to have the emails sent with invoices saved. Visual dashboards are limited. Read full review Likelihood to Renew We have a longstanding good record of invoice delivery and a high number of customers who are accustomed to the look and feel for logging to make payments
Read full review In addition to the matters covered in this review, my reason for renewing this product is that Xero's functionality and the constant updates that the company provides, makes the software even more business friendly. The software therefore builds a brand loyalty among customers.
Sarang Mandke Consultant - Cloud accounting integration, Real Time Accounting
Read full review Usability Not too busy or elaborate, able to quickly log in & start using right away
Read full review Xero has all the features that you need, basically. From chart of accounts, reconciling books, to making annual financial reports. What I'm currently looking for Xero right now is to provide more broader integration with the other apps so we can use it for customer-facing experience also. All in all, everything works well!
Read full review Reliability and Availability We have been actively using and 100% Xero based for our ecommerce accounting practice for over 4 years. There has on been one real outage for more than 5 minutes. Xero was open and transparent about the outage, what they were doing to resolve the issue, and provided 15 minute updates. Showing how they care about their customers and partners. Plus, showing that their customers care too, were understanding, and went surfing or in our case took a nap. Couldn't run our business without Xero as a partner.
Read full review Performance Pages generally load quickly, but it's a fairly common occurrence to have pages taking a bit longer than I'd like to load (as in, 4+ seconds). Occasionally I have to refresh a page to get it to work. Bank feed and integrations tend to be slow in general, but that could easily be due to API latency on the side of the other parties. Most of the time, though, the bank feeds refresh before I login so it's not a huge problem. Not necessarily good performance compared to a local app like QuickBooks desktop, but definitely good performance for a cloud application. Room for growth? yes.
Read full review Support Rating We deal with our customer's AR personnel to help resolve issues with our open invoices. They can help us but seem to be lacking in the overall understanding of the Billtrust software and why things may work the way they do. We have some accounts that are active that we have been unable to add to our corporate account, and as a result, these bills must be paid via check, and we are not currently receiving statements. It would be great if they had more robust customer service or maybe different criteria for creating accounts.
Read full review Always respond and keep issues open until you are satisfied with the result. Generally good responses, in the past, I had some support responses that were really basic and really annoying. They type where "have your tried restarting your computer" style of answers. Well, of course, I went through all the basics before contacting them. Duh, but I suppose not everyone does. Otherwise, it would be a 10. The last year has shown a marked improvement in the support responses however.
Read full review In-Person Training The format was great; someone was there to ask questions or help if you were stuck.
Read full review Online Training All of Xero's training is online and available for anyone (business owner or accountants) to learn and become experts in their system. There is a range of content from product training to real world webinars from their partners. Xero is beautiful accounting software and their training is the same.
Read full review Implementation Rating I was not here for the implementation
Read full review If it can be done, time the implementation near a new fiscal year so you can start clean. Otherwise, you have to go back and do historical data from the beginning of the fiscal year, which can be brain draining.
Read full review Alternatives Considered For a less tech-educated workforce, Billtrust did the job and required minimal developer resources on our end. Also, while Billtrust lacked in several arenas relative to Stripe, it was good for us since we were not a subscription-based business. For the price, Billtrust was a good solution for our invoice-to-pay business.
Read full review I've used a lot of different accounting systems. Many of them so big and powerful, but a hassle to get set up. Xero is light, inexpensive, and easy to use. When I originally selected them they seemed like they were developing new features at a quick rate as well. I was invited to be part of focus sessions to make the product better. That part has slowed down significantly though.
Read full review Scalability I have yet to fully stress test the product given the size of the company where I am using it. I am sure as we scale to more customers, more vendors and more reporting requirements, I will have a better understanding of what it is capable of in terms of bandwidth and processing
Read full review Return on Investment 10 day reduction in our DSO resulting in increased cash flow Savings in printing, ink, folding, stuffing, and postage over in-house production, and additional savings with every customer that changes from paper to electronic delivery methods Increased payment application by batching payment types by day into one file Enhanced knowledge base for staff through webinars, Twitterviews, conferences, classes, and contact with customer support allow our staff to utilize our tools fully Read full review Saved many hours through automatic invoices and followups Saved many hours by allowing transactions to start via bank feeds (ie I don't have to input a transaction and mark it against what is in the bank/cc account; rather, the transaction in the account is where you input the transaction into the books. Has the scalability my business requires, and not much more. Read full review ScreenShots