Item: Xero
Rating: 9
Author: Clinton Jiggetts

Overall Satisfaction with Xero

Use Cases and Deployment Scope

We use it to manage our multiple business accounts, and reconcile transactions. We were using spreadsheets prior and it was hard to organize financial information for our bookkeeper. Also, we do internal organizational reviews. Xero makes it much easier to strategize and build a plan to implement. Overall Xero is intuitive and easy to manage which makes it helpful overall.

Pros and Cons

Pros

Reconcile Transactions
Organize multiple accounts in one place
Easy to Navigate

Cons

Auto reconcile is wrong sometimes
Syncing broke and had to be reconnected

Return on Investment

Reduced Errors
More Consistent reporting

Usability

It's been really easy to navigate and use. Overall the usability is intuitive and not hard on my team. Further, I've found the added features like auto-reconcile to be really helpful.

Cloud Costs

We didn't have high costs previously, just more time consuming.

Ease of Integration

Integration was really easy, one afternoon of reviewing training, I felt comfortable inputting numbers and navigating Xero.

Alternatives Considered

QuickBooks Online

I found Xero easier to navigate and a more appealing UI.

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?

Yes

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

Other Software Used

HubSpot CRM, ClickUp, Twilio

Likelihood to Recommend

Xero is a great platform for you to easily communicate between your bookkeeper or accountant and your leadership team. It's easy to access and navigate, which makes it easier for internal adoption.

Xero Feature Ratings

Comments

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Xero has been a great additional to our tech stack