Likelihood to Recommend
I am new to customer-supplier portals in my career. I use several different ones in my current role, including Ariba and
. To be honest, I don't really enjoy the user experience of any of them. I can see how larger companies may benefit from their services but for my current role submitting invoices on them and filling out vendor information requests seems somewhat clunky to me. When I'm in Coupa, the easiest, most non-clunky process for me is when I'm successfully connected with a customer who has successfully created their purchase order and I can easily upload my invoice to said PO. To me, emailing customer invoices directly to the customer from our invoicing system seems like the easier route of delivering an invoice. I suppose it is helpful and reassuring to know that an invoice has been successfully uploaded into a company's system rather than waiting to find out if your emailed invoice made it to the correct department for payment processing.
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It serves as a single platform for all accounting features for us. It's invoices, bills, payroll, expenses all in one. It doesn't totally replace an accountant however - athough there are suggested reconciliations its not always accurate. There are also still some bugs i've experienced with the repeating invoices template for example; sometimes the reconciliation doesn't match up correctly and it takes more time to fix than had we done it ourselves.
Read full review Pros Coupa is easy to use, however, we had to teach our end users about procurement. They are not used to conducting an RFP, onboarding a supplier, or preparing a PO. This is the change management that our employees had to be prepared to understand. The Shelby Group helped us with the implementation. The hardest part was the integration between NetSuite and Coupa. We wanted to have a dynamic tight integration between the two solutions. If we adjusted the chart of accounts or added a new supplier we wanted it to be able to done in both systems and be available immediately in both systems. We used a partner called SuiteSkies to accomplish this dynamic integration. We’ve been able to manage the implementation and maintenance with a very lean IT group. Read full review Good report editing and great power to share them with colleagues to seek to improve our accounting processes. A simple and very dynamic user interface to manage financial and accounting data, it is a very automatic software. We can use it from the office or from our phones, which allows us to work from home. I like that feature as we don't always have to be in front of the computer and we can do it remotely. Read full review Cons Support Team - A little slow in responding. I think the tool is so configurable that they struggle with figuring out what is causing certain issues that are being submitted on the portal. I'd love for the Sourcing Module to be able to support larger events. There seems to be a limit on the number of lines each event can support and as a growing retailer, our store count dictates we have room to grow and that each store is represented in the bid process. Would like to see the ability to issue multiple POs for a single item to multiple locations. The tool may do this but I know I can't and it may be due to how we interface with our ERP. Read full review I find the difference between Start up and Standard is lacking. It would be more suitable to have a package in between the two. eg it would be better to have one that allowed bank recon and bills (not limited to 20) User role can also need adjustment, I need one where i need to give full access to reports but not the bank. It would be ideal if you had a tick box on all users that allowed /dissallowed bank access. Read full review Likelihood to Renew
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.
Read full review Usability
It has deep functionality, and it's easy to use for invoicing, quoting, financial reporting, and customer management. This product manages financial information for small business owners in a unique way. The phone interface is really good as well-meaning I can keep on top of the finances on my phone and feel confident about the financial decisions I'm making.
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
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
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
Concur was a lot easier and more user friendly for employees doing expense reports on their phone. That is not the case with Coupa. You must use your laptop to do expenses and our managers don't always have enough time to do that while out in the field working. This has caused some issues.
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Sage is much more difficult to use and far less enjoyable to work with than Xero. Sage just feels 'old fashioned' and cumbersome compared to the streamlined Xero system. We have no regrets in adopting Xero over Sage. Furthermore, Xero is less expensive than Sage. Better system and cheaper! What's not to like?
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 It has allowed for proper processing of expenses tied directly to the proper LOB and GL Codes Has taken the guesswork away and allowed for the proper budgets to be hit and reconciled Ease of use has led to mass adoption and more prompt processing of expenses Read full review Increased efficiency due to automation: due to automatic bank feeds, third party and official integrations, banking rules, recurring journals, custom reports, etc. Time-saving and increased accuracy due to bank feeds, cash coding, and native bank reconciliations which also reduces room for human error. Support for multiple platforms: works across all major browsers on both Windows and macOS and has android and iOS apps. Very business owner-oriented UI and friendly feel, removing all accounting jargon where possible. Easy to train clients to operate it themselves compared to, say, Sage. Dashboard isn't overwhelming and nice on eyes. Read full review ScreenShots