What users are saying about
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Top Rated
289 Ratings
2 Ratings
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Score 9 out of 100

Xero

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Top Rated
289 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

Customer Focus

Today, with a globalized competition and without truce, a company must evaluate and take into account its size, and use this to analyze which of the tools available in the market is more suited to their needs. If it is a small company, you can improve your customer service by incorporating a chat. But a company of national level must evaluate other aspects like: marketing, tastes, preferences, tendencies, etc. To achieve the effective management of relationships with our customers, this technology provides us with effective tools and easy access.
Marlon Seijas | TrustRadius Reviewer

Xero

Xero is great for small businesses who don't need a lot of complex features, or who will be managing accounting internally. It has robust integration capability that can grow with you (more so than, say FreshBooks), but won't break the bank. It's not as well suited for larger organizations or those with more complex reporting needs. For example, I acquired another business several years ago, and needed to pull quarterly reports of income from specific clients in order to calculate my pay-out for that quarter. I did that in QBO fairly easily, and had a saved template that I could use to generate it. Luckily I made the switch to Xero after the final pay-out because it would be very difficult to generate such a report now, since there aren't any report filters where you can select only specific customers from your contact list. Xero does support customized report templates that can be saved, the filtering options are just very limited. Essentially, you have to export all of the data to a CSV and then manipulate the spreadsheet locally.
Jennifer Hess | TrustRadius Reviewer

Feature Rating Comparison

Online Storefront

Customer Focus
9.2
Xero
Product catalog & listings
Customer Focus
9.0
Xero
Product management
Customer Focus
9.0
Xero
Bulk product upload
Customer Focus
10.0
Xero
Branding
Customer Focus
9.0
Xero
Mobile storefront
Customer Focus
9.0
Xero
Product variations
Customer Focus
9.0
Xero
Website integration
Customer Focus
10.0
Xero
Visual customization
Customer Focus
9.0
Xero
CMS
Customer Focus
9.0
Xero

Online Shopping Cart

Customer Focus
9.0
Xero
Checkout user experience
Customer Focus
9.0
Xero

eCommerce Marketing

Customer Focus
8.0
Xero
Personalized recommendations
Customer Focus
9.0
Xero
SEO
Customer Focus
7.0
Xero

eCommerce Business Management

Customer Focus
9.0
Xero
Shipping
Customer Focus
9.0
Xero
Custom functionality
Customer Focus
9.0
Xero

Payroll Management

Customer Focus
Xero
6.9
Pay calculation
Customer Focus
Xero
8.6
Benefit plan administration
Customer Focus
Xero
6.4
Direct deposit files
Customer Focus
Xero
7.1
Salary revision and increment management
Customer Focus
Xero
5.7
Reimbursement management
Customer Focus
Xero
6.7

Customization

Customer Focus
Xero
7.5
API for custom integration
Customer Focus
Xero
7.2
Plug-ins
Customer Focus
Xero
7.8

Security

Customer Focus
Xero
8.6
Single sign-on capability
Customer Focus
Xero
8.4
Role-based user permissions
Customer Focus
Xero
8.9

Reporting & Analytics

Customer Focus
Xero
8.3
Dashboards
Customer Focus
Xero
8.5
Standard reports
Customer Focus
Xero
8.6
Custom reports
Customer Focus
Xero
7.7

General Ledger and Configurable Accounting

Customer Focus
Xero
8.1
Accounts payable
Customer Focus
Xero
8.9
Accounts receivable
Customer Focus
Xero
8.8
Cash management
Customer Focus
Xero
8.2
Bank reconciliation
Customer Focus
Xero
8.7
Expense management
Customer Focus
Xero
8.6
Time tracking
Customer Focus
Xero
6.2
Fixed asset management
Customer Focus
Xero
8.6
Multi-currency support
Customer Focus
Xero
8.5
Multi-division support
Customer Focus
Xero
7.8
Regulations compliance
Customer Focus
Xero
8.5
Electronic tax filing
Customer Focus
Xero
7.5
Self-service portal
Customer Focus
Xero
8.3
Global Financial Support
Customer Focus
Xero
6.9
Primary and Secondary Ledgers
Customer Focus
Xero
8.6
Intercompany Accounting
Customer Focus
Xero
8.2
Localizations
Customer Focus
Xero
6.9
Journals and Reconciliations
Customer Focus
Xero
8.8
Enterprise Accounting
Customer Focus
Xero
7.9
Configurable Accounting
Customer Focus
Xero
8.7
Centralized Rules Framework
Customer Focus
Xero
7.4
Standardized Processes
Customer Focus
Xero
8.1

Inventory Management

Customer Focus
Xero
6.7
Inventory tracking
Customer Focus
Xero
7.1
Automatic reordering
Customer Focus
Xero
7.1
Location management
Customer Focus
Xero
7.1
Manufacturing module
Customer Focus
Xero
5.6

Order Management

Customer Focus
Xero
8.3
Pricing
Customer Focus
Xero
7.6
Order entry
Customer Focus
Xero
8.8
Credit card processing
Customer Focus
Xero
8.3
Cost of goods sold
Customer Focus
Xero
8.3
Order Orchestration
Customer Focus
Xero
8.5
End-to-end order visibility
Customer Focus
Xero
8.3
Order exception Resolution
Customer Focus
Xero
8.2

Pros

Customer Focus

  • Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
  • Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
  • An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.
Marlon Seijas | TrustRadius Reviewer

Xero

  • Xero makes reconciliation incredibly easy. It remembers how we reconciled a particular transaction last time and you can set up rules to auto code transactions so all you need to do is press OK. This makes keeping track of sales tax pretty simple too.
  • Reporting is a breeze, as long as you code all your transactions correctly it takes seconds to bring up a balance sheet, Profit & Loss and many other types of reports. It also allows for all kinds of custom layouts and exports.
  • Once your templates are set up with all the relevant information, sending invoices is simple and fast. It's also easy to track different line items on your invoice, say your keeping track of a project which is only part of the full invoice and is necessarily a specific line item, tracking codes make that very easy.
Malcolm Colman-Shearer | TrustRadius Reviewer

Cons

Customer Focus

  • Cost is always an element to consider when purchasing a computer solution, both for the purchase of the software and for its maintenance, many forget about the ongoing support costs that come with software.
  • Many systems are backed up automatically through the cloud or through some other solution, but not all. So there is a good chance that the data will be lost. it is therefore necessary to take the safe backup forecasts in the event of any unforeseen occurrence and cause us an unpleasant surprise.
  • There is a difference between being served by a real person when making a phone call, to an automated attention system. Sometimes it is good to make the tasks more automatic, but it is also good to have a little personalized help to avoid losing the human value of relationships.
Marlon Seijas | TrustRadius Reviewer

Xero

  • Using an accounting system in a web browser versus a standalone app can be a little clunky when it comes to navigation or having multiple windows open at once. This is more a function of using a web browser then a knock against xero itself. For us this is just a minor annoyance having come from a desktop based system before.
Patrick Cranston | TrustRadius Reviewer

Likelihood to Renew

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 5.4
Based on 26 answers
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 | TrustRadius Reviewer

Usability

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 8.4
Based on 20 answers
It simply is incredibly usable with excellent drill down features. The dashboard is highly configurable. Transactions are now even easier to find with the new Global Search feature. Documents can be attached to transactions. We use Bills Entryless to transfer documents to Xero without keying the data. Visibility to reports (the old style takes seconds). The newer reports are more RAM hungry so there can be a 10 second or so lag while the report is compiled. Usually old style reports deliver what our clients need in a flash
John Cotter | TrustRadius Reviewer

Reliability and Availability

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 9.0
Based on 10 answers
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.
Scott Scharf | TrustRadius Reviewer

Performance

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 10.0
Based on 8 answers
In 3 years of use, I've only broken the system once. And that was for 30 seconds.
Dan Schmidt, CPA | TrustRadius Reviewer

Support Rating

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 1.3
Based on 15 answers
Support has always been responsive and quickly resolved any questions I have. The only reason I don't give full points is because there's no way to call for immediate help. I'm fine with this because I don't need it badly enough to pay for it
Dave Olsen | TrustRadius Reviewer

Online Training

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 10.0
Based on 5 answers
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.
Scott Scharf | TrustRadius Reviewer

Implementation Rating

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 9.5
Based on 9 answers
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.
Andre Yeu | TrustRadius Reviewer

Alternatives Considered

Customer Focus

Sales management is based on the management of customer relationships and must be centralized so that its analysis is effective. The data that is collected must be available for the generation of statistics for decision making by the directory. This tool allows us to generate the necessary data to generate results, save time and production cost. The other products did not fit our objectives.
Marlon Seijas | TrustRadius Reviewer

Xero

Xero was the easiest to use and most cost effective of all the solutions we evaluated during the procurement process. We spoke to other similar sized businesses and they highly recommended using Xero. We liked the fact it's a cloud based system meaning we can access the system and data remotely. It integrates with our recurring billing platform and our bank.
Graham Green | TrustRadius Reviewer

Scalability

Customer Focus

No score
No answers yet
No answers on this topic

Xero

Xero 10.0
Based on 6 answers
After 4 years I cannot remember a single moment of downtime. Outstanding reliability!
Doug Fish | TrustRadius Reviewer

Return on Investment

Customer Focus

  • With the information available, about the clients, the company can know and segment the markets and develop effective and successful marketing campaigns.
  • With the information the employee can develop more personalized relationships with the client.
  • This customer service tool facilitated the administrative processes of sales to achieve higher performance and better results in the company.
Marlon Seijas | TrustRadius Reviewer

Xero

  • Demand for Xero trained accountants and bookkeepers has been key to our growth. Our business was started on Xero and has benefited greatly from interest in Xero from customers dissatisfied with QuickBooks.
  • The practice management tools provided by Xero make it easy to delegate and restrict access to client files to only the staff who need to have access. This increases efficiency and security.
  • Xero's support for accounting firms is great. We have a dedicated account rep who can step in and get problems solved for us very quickly.
Blake Oliver | TrustRadius Reviewer

Pricing Details

Customer Focus

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$249*

* Site setup and training

Customer Focus Editions & Modules

Edition
Standard$501
Ultimate$991
  1. # of stores and users
Additional Pricing Details

Xero

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Xero Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Customer Focus
9.0
Xero
8.7

Likelihood to Renew

Customer Focus
Xero
5.4

Usability

Customer Focus
Xero
8.4

Reliability and Availability

Customer Focus
Xero
9.0

Performance

Customer Focus
Xero
10.0

Support Rating

Customer Focus
Xero
1.3

Online Training

Customer Focus
Xero
10.0

Implementation Rating

Customer Focus
Xero
9.5

Scalability

Customer Focus
Xero
10.0

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