Kashflow vs. Trullion vs. Xero

Perfect for a SME, less so for larger companies with a lot of staff. A reliable application, with few outages and easy to learn how to use for a variety of staff in different positions. Mobile phone app has been bit of a disappointment. Management reporting functionality could be improved.

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Trullion helped us get our leases in order and provide one place to house these. I like the payment schedules for budgeting purposes, this works well

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The only time I wouldn't be suggesting it is to consultants or solopreneurs. I think it's too overwhelming unless you are experienced or have a background related to finance. So it's not that the product isn't powerful, it's that it can be too powerful. For all other size businesses it really is what you need to use to make life simple to track everything in your business. It definitely saves me time by having it all in one place and not multiple spreadsheets etc

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• Ease of entering purchase data.
• Ease of creating quotes and invoices.
• Email integration.

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• One stop shop to hold our lease documents
• Notifies us when leases are due for renewal
• Provides our monthly JE's to keep us in accordance with ASC842

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• The bank feed integration makes reconciling transactions easy
• Once you load a template for your invoices, every client gets a professional looking invoice
• Bill paying and tracking of payments is also easy; you load your bill into Xero, pay it through the bank, and when the transaction is completed it comes through on bank feeds. If you need to query when a bill was paid, it is all there in Xero

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• Can be difficult to find information within the application.
• Some of the reporting functionality is weak.
• Functionality for financial planning could be significantly improved upon.

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• More automation with the abstracting of the leases
• More automated messages when something gets added
• Little more user friendly in the format

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• Having different email addresses for different parts of a customer's business (eg invoices and statements to different places)
• Easily seeing the text of emails that have been sent through Xero
• More easily archiving old pay items. Our HR software updates rates when awards are updated which means a lot of old pay rates are in the system and they have multiple clicks to archive each one. Clicking the ones to archive in bulk and then just click archive for all would be much more efficient.

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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.

The program is user friendly. The reporting function works well with our month end process.

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As a standalone software, it allows users to fulfill most of the basic functions (e.g. transaction input and report generation) simply and conveniently. It also allows for multiple APIs to help augment various tasks that accounting-adjacent (e.g. claims processing). The cloud based model and portability to mobile devices allows tasks to be carried out in a more convenient way.

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.

On a good day, things worked but after upgrades, things began to slow and or not work at all at times. I coined the moving circle while I waited as the "Xero Wheel of Death". Sometimes it never stopped and force quitting was necessary.

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support has been great and always willing to help with any questions.

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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.

The format was great; someone was there to ask questions or help if you were stuck.

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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.

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.

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We received an offer for a discounted license for initial use and pretty much got so used to Kashflow, that we have continued with it. There are some frustrations with it, in particular the ability to search and find information. The reporting functionality is also a bit of a disappointment. However, easy for day to day use for the staff and just about sufficient for monthly planning. Some of the integrations like Payroll are not bad.

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Trullion was chosen when I started with this company.

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Each of the products I listed had their own list of drawbacks, but the one thing they all had in common, which was right on top of that list of drawbacks, was ease of use. I struggled to get myself accustomed to each system and struggled, but when it came to getting a client to even try and use it was when the true struggle started. Just found it easier to make use of Xero from the very beginning.

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

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• Reliable system
• Minimizes time spent training staff in use
• Good for cash position management

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• The calculation for ASC842 is the major reason we are using Trullion, this works well.
• The ease of adding new leases is a positive.
• The idea of having all leases in one spot as opposed to having to search through shared drives and folders.

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• Xero is a basic accounting system that performs basic accounting tasks easily and accurately. For that, it provides a positive impact on our day to day accounting operations.
• Because of Xero's basic structure, I feel it lacks some of the sophistication that some users want and need. The ability to create unique custom reports would enhance the impact Xero would have on meeting business objectives by providing current and useful accounting information.
• In my opinion, Xero's lack of focus on their customers - their users - is a real issue with me. In my opinion, those of us that are in the trenches that work with the system on a daily basis have to deal with the shortcomings of the system with the knowledge that Xero support refuses to address the operational issues that make their user's lives difficult. I feel if Xero would focus on truly making their software better from a users point of view, it has the potential to be a great system.