Xero, your Accounting-starter buddy!
Updated March 14, 2024

Xero, your Accounting-starter buddy!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xero

We use Xero for our bookkeeping services and we are also tracking are invoice histories with it. In invoicing, we can always keep and verify our previous invoice to clients and provide them with copies if they need it. We provide clients with monthly reports and annual reports of their books. Also, we don't just use Xero for current year books, we can use it for previous years bookkeeping services! We can also pick up if they have their books currently recorded so we can assist and provide service with reconciling them.We can also provide access to our clients with their Xero Financials so they can have an easy access to their financials progress in real-time.

  • Monthly Reports
  • Invoice
  • Annual Reports
  • Financial Statements
  • Transparency
  • Easy access
  • Integration with other platforms
  • It could be also used for a broader CRM-like software, just with a few more features
  • Sidenotes conversations on books, for real-time reviewing
  • Improved work efficiency
  • Real-time transparency
  • Reduced Errors, easily to identify
  • Financial Assessments and Review
Xero has all the features that you need, basically. From chart of accounts, reconciling books, to making annual financial reports. What I'm currently looking for Xero right now is to provide more broader integration with the other apps so we can use it for customer-facing experience also. All in all, everything works well!
You can always pick up where you left off even if you use other devices as long as you have your account access. You can work and access Xero anytime you want and anywhere you are! This is one of Xero's feature that we appreciate the most since we are now working in a remote-setup environment.
It's kind of hard to find a way to integrate it with unsupported apps as you have to find a 3rd party app to have them both integrated. But it greatly and easily works well with Salesforce CRM! Trying it out with Zendesk so we can get to have a customer-facing experience in the future.
Xero is really basic and our team can easily adapt with it rather than using other some other non-user friendly apps. We could focus on the work itself rather than having problems with learning its complexity. Xero is very user-friendly and also gives tutorial which is great! Also, they provide certification so you could learn from it!

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?

Yes

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

Xero is one of the easy-to-learn accounting software that anyone could start and settle with! Even a teenager could learn on how to use it. Accountants and Bookkeepers who are new to the industry could give them a good boost on their profile if they have certification and fluency with using Xero. Xero is kind of one of the basic requirement

Xero Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
10
Expense management
10
Time tracking
8
Fixed asset management
9
Multi-currency support
9
Multi-division support
9
Regulations compliance
9
Self-service portal
9
Primary and Secondary Ledgers
10
Inventory tracking
10
Dashboards
10
Standard reports
10
Custom reports
10
Plug-ins
10
Role-based user permissions
10