Item: Xero
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use Xero not only for our basic accounting needs but invoicing and quotes, too. We have recently started using the Projects function for an additional fee and have found it to be useful for invoicing clients quickly and recording each time we work for a client.

Pros and Cons

The Projects feature is useful for keeping our time with clients organized.
The option to integrate Xero with Salesforce is good.
The new feature of assigning expenses to contact accounts while reconciling is useful because you're looking at your transactions anyways.

I would prefer that Projects were not a feature you had to pay extra for.

Return on Investment

Xero has saved us time when invoicing clients.

Usability

Xero is pretty easy to use and they release new features that make the accounting process more seamless fairly often.

Cloud Costs

Being able to access Xero from the cloud is necessary for our business.

Ease of Integration

I like that Xero seems to be able to integrate with other products, but I have noticed that you usually need to use and pay for integration with other products through another company, like Zapier.

Key Insights

Do you think Xero delivers good value for the price?

Yes

Are you happy with Xero's feature set?

Yes

Did Xero live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

Likelihood to Recommend

Keeping track of the time you work with clients and can invoice them for is convenient. I do wish that there was a way to have consultants or employees enter their client time directly into Xero's Projects section without giving them access to see/edit other Projects they're not on or having general Xero access.

Easy to Use Accounting Software with Useful Features

Overall Satisfaction with Xero