Kashflow vs. Viewpoint ProContractor 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.

Incentivized

It is appropriate for the size and scale of my company - 150 projects a year that has a lot going on a multiple lines with each project. However there are many features and things that go unused with the software, because of how tinkery it can be. For example - our company needs a positive pay file, however we had to employ an outside service provide to create the file within the system. Same with a Backlog - the system kind of has a report but then again it has to be manipulated in order for it be of use. It gets the job done and has the reports needed to submit for certified payroll to the state, which was why we purchased Viewpoint ProContractor, however its ease of use is one of its biggest downfalls.

Incentivized

I am a massage and physical therapist. We are not a fancy business but business admin can take a lot of time and effort. Xero came recommended to me by colleagues in the sector. You raise invoices, you get paid. and you pay your bills. These are all daily scenarios for most businesses and Xero does this particularly well. Since my accountant can query my records directly, this greatly saves on bookkeeping time when it is time to do the company returns.

Incentivized

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

Incentivized

• Procontractor is great with direct imports from CAD files.
• It is great with balancing sites or specific areas on site.
• Procontractor has multiple views and reports that help you to view the dirt movement on the site (grid, profile, 3D).

Incentivized

• Repeating invoices (most of my business is monthly recurring invoices) - it does these very well.
• Reporting - particularly being able to dig into the different lines of the P&L statement.
• Tracking categories - I assign a category to every line of every invoice so it's easy to see how much has been sold of each type of service every month and year, and compare them to previous periods.

Incentivized

• 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.

Incentivized

• The program is siloed, so connecting to other software or databases is not going to happen.
• When hosted, the program can run slow.
• The program is not going to perform complex accounting tasks with subledgers.
• The program does not do much in terms of HR other than payroll.

Incentivized

• 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.

Incentivized

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.

I give Viewpoint ProContractor a 10 out of 10. This system is user friendly to help keep me organized on a daily basis. I can find everything I need daily with this system. I am able to look up our subcontactors, vendors and clients I need to find quickly. I am able to see bills that I need to pay as well as invoices that I need to send out.

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.

Incentivized

When something isn't working, you can contact support who will gladly remote into your system and try and work out a solution. Though several of the issues we encountered, they were not able to fix and had to submit for further review. While some were eventually rectified in updates, it takes time for these to be addressed and implemented.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

Procore beats Viewpoint hands down but can integrate well with Viewpoint Vista accounting software. I think that if the Viewpoint software was more flexible if they were more interested in patches, updates, and hearing customer feedback in the way the Procore does, that they would actually have the opportunity to corner the market.

Incentivized

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

Incentivized

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

Incentivized

• Overall it allowed us to go electronic for certified payroll allowing us to be more accurate in reporting which was a giant win for the company
• It's viewable pay estimates with dates and records of payment are crucial to a company like ours that relies on a general contractor and the state for payment of EADA quantites
• Negatively training is not the easiest for the company and therefore onboarding new employees with no experience with the software is time consuming and difficult.

Incentivized

• 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.