A small business that is very happy with Xero (but stop giving me upgrades I don't need as it is costing me money)
March 17, 2025

A small business that is very happy with Xero (but stop giving me upgrades I don't need as it is costing me money)

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

Overall Satisfaction with Xero

I use Xero daily for raising invoices, reconciling my bank accounts, and processing bill payments. When I first started out, each invoice had to be produced in Excel or Word and saved as .pdf to be sent to a client. Xero does all that much more professionally. On a regular basis, at least monthly, I also review the profit and loss statement to check on my financial position and compare it to the previous year.

Pros

  • 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

Cons

  • I use WooCommerce for my website; I'd love to have an integration where orders placed on my website are automatically generated an invoice in Xero.
  • Customer reviews build trust. It's one reason why you are asking me here for a review on Xero. But Xero's invoicing templates don't allow me to create a link to "leave a review on Google/Facebook" I need this upgrade
  • I keep getting increased fees to use Xero for functionality I don't want or need. How about letting us choose the functionality we want and we pay accordingly?
  • As a sole trader, it saves me time
  • I have peace of mind because I know in real time how the business is performing
  • The system backs up records in the cloud for risk management
Xero does most of the things I need from accounting software to manage on a day to day basis. I would like better integration with my online store, however. It is easy to login and get things done daily with the automated bank feeds and to run financial reports.
I appreciate having my records backed up in the cloud, but I only use my Xero from my office.
I am extremely happy with the integration of the bank with Xero but I am extremely unhappy that Xero doesn't integrate with Woocommerce - the only 'plug in' that I found for this purpose was not recommended by my web company and they said not to play with my accounting system!

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

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.

Xero Feature Ratings

9.3
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Electronic tax filing
10
Self-service portal
5
Inventory Management ()
Not Rated
Order Management ()
Not Rated
Payroll Management ()
Not Rated
8.0
Dashboards
8
Standard reports
8
Customization ()
Not Rated
Security ()
Not Rated

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