# Compare Xero vs Actionstep 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Xero and Actionstep based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/120109-139923/Xero-vs-Actionstep

---

# Xero vs Actionstep Features and Cost Comparison

Last updated April 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

XeroActionstep2/4 selected

[Xero](https://www.capterra.com/p/120109/Xero/)[4.4 (3,287)](https://www.capterra.com/p/120109/Xero/reviews/)

[Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.2 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/)

[## Xero](https://www.capterra.com/p/120109/Xero/)[4.4 (3,287)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$25.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.4

Customer Service

4

Reviews Sentiment

Based on [3,287 reviews](#user-reviews)

Positive

2,888

Neutral

239

Negative

160

[## Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.2 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.9

Functionality

4.1

Ease of Use

3.9

Customer Service

3.9

Reviews Sentiment

Based on [135 reviews](#user-reviews)

Positive

113

Neutral

13

Negative

9

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## Summary

* * *

Key features rated by users

Features selected based on 15,129 reviews from billing and invoicing software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

84%Fit

High performer

Feature ratings

Invoice Creation

4.6

Invoice Processing

4.6

Credit Card Processing

5.0

Payment Processing

4.5

Quotes/Estimates

4.5

\--%Fit

Missing features

Not enough reviews

Feature ratings

Invoice Creation

3.0

Invoice Processing

\--

Credit Card Processing

\--

Payment Processing

\--

Quotes/Estimates

NA

User satisfaction

User satisfaction

4.4

User reviews[3,287](https://www.capterra.com/p/120109/Xero/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.2

Customer support

4.0

User satisfaction

4.2

User reviews[135](https://www.capterra.com/p/139923/Actionstep/reviews/)

Ease of use

3.9

Functionality

4.1

Value for money

3.9

Customer support

3.9

Price starts from

Price starts from

$25Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Xero is an accounting software that caters to small businesses across multiple sectors, such as agriculture, construction, education, healthcare, hospitality, and more.

Best for

Actionstep gives midsize law firms a single system that empowers every team—lawyers, administrative staff, and finance—to work efficiently and deliver better client service.

## User reviews

Pros & cons

NC

Nikki C.

permit technician

> "What I like most about Xero is its clean, easy-to-use interface and automation features, especially bank reconciliation and invoicing, which save time and make managing..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7139671)

DT

Danielle T.

AP, AR, Payroll

> "When you have more than one entity i find that you cant look at two company files at the same time one kick s the other one out and then it crashed TAHT is sooooo annoying as i..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7107297)

NC

Nikki C.

permit technician

> "It’s an easy-to-use platform that simplifies accounting tasks like invoicing, bank reconciliation, and expense tracking with strong automation features."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7139671)

BN

Bill N.

Senior Financial Accountant

> "Reporting and workflows aren’t very flexible like some other larger ERP systems, which can be frustrating especially as our company grew in size and required more advanced and..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7133604)

VR

Verified Reviewer

Treasury Accountant

> "The dashboard gives a clear, real-time view of cash flow, bank balances, and outstanding invoices, which makes decision-making much easier."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7129361)

HL

Hikmet L.

Medical Assistance Specialist

> "Sometimes bugs and problems can make urgent financial syncs slow, and customer service is usually slow when it comes to time-sensitive medical billing questions."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7100283)

AF

Amanda F.

Licensed Real Estate Broker

> "I mainly use Xero since it has an iOS mobile application that allows me to streamline online accounting processes from anywhere."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7067232)

AF

Amanda F.

Licensed Real Estate Broker

> "However, some features allocated by Xero aren’t robust enough which forces me to integrate with external Apps, for instance inventory management tools."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7067232)

NS

Natalie S.

Senior immigration Advisor

> "Xero offers 30 days for trial where you're able to explore all features of this tool and you are able to learn how it's feature can be used for accounting."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7060176)

VR

Verified Reviewer

Treasury Accountant

> "I’ve also noticed that as transaction volume increases, the platform can occasionally feel slower, especially during bank reconciliation or when loading reports."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7129361)

JL

John L.

CEO

> "Xero has become a standard tool I use to understand my business performance since incorporation and a tool I believe I will continue to use at least until my business scales to..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6863067)

DE

Daryl E.

Consultant

> "Just one example; you add a discount to a line item on a quote, lets say $10, and then realise that you put that discount on the wrong line item, so you delete the discount on..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7024616)

Craig H.

General Manager

> "I also appreciated the accessibility, being able to access financial information from anywhere, and the automated reminders, which helped keep tasks like invoicing and payments..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7038677)

DE

Daryl E.

Consultant

> "This is the kind of moronic bugs that happen all the time in Xero, and its due to one thing only; an insistence on only working on things that look good to attract new users..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7024616)

AL

Amber L.

Discharge Planner

> "Xero has a mobile application that allows me process patient payments during discharge in my organization as well as creating invoices automatically."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7002100)

Bryce M.

Founder

> "I am upset by having to look for an alternative solution in the middle of my work month after stumbling on this and seeing no effort to rectify from xero's side or..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7091869)

JL

John L.

CEO

> "It takes times to understand and know if an accounting service provider is giving you what you need and the onboarding process did exactly this for me and my business. Once I..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6863067)

MH

Martin H.

Payroll Manager

> "Sometimes I need to wait for a while before my authentication code comes through, delaying my login."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7102201)

BN

Bill N.

Senior Financial Accountant

> "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7133604)

MK

Michal K.

IT engineer

> "The only disadvantage so far is that sometimes it is hard to find some reports, for example remittance advise"

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7080651)

JP

John P.

Transport Broker

> "The dashboard is exceptionally clean, and it provides me with a brief overview of unpaid invoices and cash flow."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7076424)

Debbie M.

Owner

> "It does not offer good value for money compared with competitor products, and customer support is not available by telephone."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7072510)

VR

Verified Reviewer

Treasury Accountant

> "I’ve found the bank reconciliation feature especially efficient, it automatically matches transactions and significantly reduces manual effort."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7129361)

RH

Russ H.

Director

> "The reports seem a little bit more difficult to work out if you do not know the correct accountancy term but you can normally work it out without too much hassle."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6818770)

VR

Verified Reviewer

Founder and Copywriter

> "Invoicing is straightforward, I can easily reconcile all of my transactions and can run reports without having any finance knowledge."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7047418)

EC

Eric C.

Engineering Manager

> "Missing two features that our previous system could support - detailed export to .csv, and also we started to run into issues past 100 employees."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6748194)

JL

John L.

CEO

> "At the moment this is just me as a solo founder, I would love if Xero could also facilitate this transition for scaling businesses with a scale up or expansion onboarding..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6863067)

DE

Daryl E.

Consultant

> "I dread having to make changes to quotes and invoices because bugs in the UI are so common."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7024616)

DM

Dasha M.

Consultant

> "We are a small nonprofit without a formal accountant and were able to set up our business and run reports in ways that are simple but useful."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7134499)

RG

Rishi G.

Software Engineer

> "I do dislike how often I get logged out of Xero once I close the tab."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7084805)

JM

Jesse M.

Senior Accountant

> "The bank reconciliation feature works well enough for our needs and saves a lot of time compared to our old system."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7125220)

SF

Stephanie F.

Owner

> "Not able to talk to a support representative live; having to submit a case means a delay in resolving issues"

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6820368)

VR

Verified Reviewer

Treasury Accountant

> "Overall, it strikes a good balance between usability and functionality, especially for small to mid-sized businesses looking for a reliable, cloud-based accounting solution."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7129361)

JP

John P.

Transport Broker

> "Bank feed links are sometimes broken automatically."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7076424)

EB

Emma B.

Financial Controller

> "It has many different functions and capabilities which speed up reconciling and customisable reports."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7084871)

CB

Chris B.

Owner

> "Not sure which demographic will be lazy enough to not do books the old way, but also not tech savvy enough to make a small stack solution, which would be more seamless than..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7037880)

RG

Rishi G.

Software Engineer

> "The calendar helps me track who owes me money and I am just glad I can finally see the dates."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7084805)

Adrien J.

CEO

> "Bank integration does not work as advertised."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7109271)

Samuel L.

Mortgage Loan Officer

> "It has helped us avoid discrepancies in financial reports and tax returns by correctly recording and categorizing all our transactions including repayments and interest."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6765033)

MM

Melanie M.

Treasurer

> "The UI is a tiny bit clunky--most notably the "check writing/entering" functionality comes to mind. "

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6874464)

MW

Matt W.

Founder and Director

> "If fully utilised Xero is a very powerful business tool that can encapsulate everything financial - from integrated stock systems and product costing, to sales tracking and..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6494302)

NH

Natalie H.

Partner and co-founder

> "It's a little annoying when you've missed putting in the due date and it doesn't allow you to proceed, sometimes for the small business we don't need the due date, just add to..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6346121)

EH

Erin H.

Google Ads Specialist

> "I like how I can reconcile transactions in Xero from my bank feeds and set up recurring bills -- so I do not have to stress / waste time searching through everything and..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6778974)

JG

Jacob G.

Owner Franchisee

> "The numbers of users triggering a different payment amount is not the best for a small business."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6832378)

Rodrigo T.

Director of Cyber Security

> "Xero is an excellent tool that has allowed me to manage my department's expenses in a transparent and orderly way in simulation projects, prevention exercises and detailed..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6652504)

CW

Christine W.

Accounts

> "It is not easy to transfer data from one entity to another entity, even basic information has to enter these manually."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6871687)

JC

Jesse C.

Managing Director

> "We love the ability to connect and reconcile our accounts, easily process payroll, sign up new staff and process credit card payments for better cashflow."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6306306)

RG

Rishi G.

Software Engineer

> "Then I have to sit through another annoying OTP code to get back into my account."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7084805)

TVW

Tim Van W.

Senior Project Supervisor

> "Xero has great budgeting and expenses control features that assist us in crafting budgets for our projects and monitoring the expenditure to ensure it remains within the bounds..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6540687)

NH

Nina H.

Hr Manager

> "It isn't easy to calculate holiday in the same way as HR software."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7111292)

GN

Grace N.

Volunteer

> "Xero automates over 78% of manual repetitive accounting tasks such as AP,AR and GL which saves time and improve productivity leading to high performance and ROI."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6580047)

JB

John B.

Treasurer

> "For example, Xero can not suggest an annual budget based on prior year spending."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6857537)

Rodrigo T.

Director of Cyber Security

> "It allows me to manage my department's accounting in real time, giving me a clear and up-to-date visualization of expenses."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6652504)

SN

Samuel N.

CEO

> "I did have some issues getting set up and connecting bank accounts, which resulted in duplicates for one of my credit cards."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6301773)

DS

Dilak S.

Senior Experience Designer

> "Xero simplify accounting processes by automating workflow such as paying vendors, billing, invoicing and payments matching."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6505945)

DM

Daniel M.

Owner

> "Also, the learning curve can be a bit steep when diving into more complex accounting features."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6823952)

JP

John P.

Transport Broker

> "All loads of the general Tracking margins may be a pain, and this tool makes the accounting process easier."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7076424)

FS

Faizan S.

Payroll Manager

> "It can be somewhat stagnant at times in terms of the lack of colour and user interface."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6881268)

CB

Chris B.

Owner

> "The color of the logo is pleasing, the font on the website is very readable, design schemes show that this company paid visual design artist."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7037880)

DE

Daryl E.

Consultant

> "Advertising plastered on the UI making the book keeper's job harder than it could be."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7024616)

TH

Tamim H.

maneger

> "Comprehensive Reporting: The robust reporting tools provide detailed insights into financial performance, helping businesses make informed decisions and maintain healthy cash..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6306678)

GL

Gus L.

CFO and Principal Engineer

> "No way to generate travel expense report using labels"

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6831756)

MC

Matthew C.

Director

> "For us as a small manufacturing company that exports its products worldwide, Xero has proved to be an excellent fit with our needs."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7062551)

LS

Ladan S.

ceo

> "it took me an hour to figure out how to reach customer service, and I find that not having a live help is really a burden"

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6831802)

Samuel L.

Mortgage Loan Officer

> "Xero provides a sleek and simple interface that has enabled us to set up our loans and mortgages as either bank accounts or non current liability account, allowing for detailed..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6765033)

LR

Lisa R.

Office manager

> "The reason I originally did not use Xero was because our bank does not connect with Xero. "

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___7028182)

MG

Mike G.

Project Manager

> "You have the ability to create a quote, add your own notes and narrative, save templates, and convert quotes into invoices, all going directly to the customer and requesting..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6559041)

Richey J.

General Manager

> "Some aspects of payroll aren't equipped for specialist HR requirements."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6881639)

Samuel L.

Mortgage Loan Officer

> "It provided us with realtime updates of our financial aspects which help inform our clients and accurately process all their transactions."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6765033)

AB

Abhishek B.

Executive- Sales and Procurement

> "Sometimes there are delays with customer service support which slightly hampers the experience of smooth workflow in case of techncial issues."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6452605)

JL

John L.

CEO

> "Xero onboarding and low cost entry point for start-ups and first time users give the perfect opportunity to validate the value of this platform."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6863067)

GL

Gus L.

CFO and Principal Engineer

> "Not integrated with invoicing systems like ipp.gov"

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6831756)

PM

Preeti M.

AVP

> "There are so many search options and shortcut methods like cash coding and uploading bulk journals and credit notes in CSV are available, which make the life of accountant..."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6460055)

TE

Timothy E.

Owner

> "They say that they can convert your old Quickbooks file to xero but after starting the process they turn around and say they couldn't do it."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6433289)

VR

Verified Reviewer

Account and content marketing manager

> "Reoccurring invoices and the simplicity of the program were essential factors to enhance our monthly invoice procedure and Xero delivered."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6335146)

SP

Shelley P.

Manager

> "I keep sending POs that say DRAFT because the APPROVE button is at the bottom."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6841704)

TS

Tom S.

Director

> "Being able to manage payroll, invoices, banking feeds and tax from one platform is nice."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6856926)

KL

Kyle L.

President

> "Also, their prices keep increasing substantially and they don't care if you've been there for many years they will still increase it on you which is why I left."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6829883)

SP

Shelley P.

Manager

> "The import and export feature works nicely too if you are setting up a new account or moving data from one file to another."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6841704)

WJ

Will J.

Director

> "Good initially, but I had a lot of issues with square integration and the cost got too high in the end."

[See full review](https://www.capterra.com/p/120109/Xero/#Capterra___6871639)

[View Reviews](https://www.capterra.com/p/120109/Xero/reviews/)

MD

Mike D.

Principal

> "It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___7049635)

RV

Rebecca V.

Lawyer

> "Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___6359553)

RV

Rebecca V.

Lawyer

> "The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___6359553)

MD

Mike D.

Principal

> "The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___7049635)

HJT

Himanshu Jasvantray T.

Solicitor

> "It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6579756)

SW

Spencer W.

Director

> "It seems entirely unsuitable for any level of law firm. Although we would have been forced to something better with our growth,..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615)

JM

Jamie M.

Director

> "After hacking through the very long set up process (years) and very steep learning curve (we're lucky we're strong with IT)"

[See full review](https://www.capterra.com/p/139923/Actionstep/#GetApp___4994045)

LD

Lisa D.

Partner

> "Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6023046)

LD

Lisa D.

Partner

> "The client management and task automation is incredibly helpful."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6023046)

GD

Guy D.

Director

> "There is no way to download all emails in a matter, for example, to provide to a consultant for a taxation of costs, or when..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___3778951)

DS

Deborah S.

Owner

> "Very easy to track my paralegal's work as well."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6030767)

SW

Spencer W.

Director

> "I would not recommend this product, and regret the hassle of using it temporarily and having to change to a different provider."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615)

AR

Alison R.

Partner

> "The time recording and accounting were great to use."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119)

DB

Dominic B.

Principal and Director

> "Support has been pretty poor at times."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4871426)

AR

Alison R.

Partner

> "Was such a standout performer for a small firm."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119)

SM

Sandy M.

Office Manager

> "They offer little support and constantly direct customer to hire expensive "consultants" to address issues that their support..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4560583)

AR

Alison R.

Partner

> "I recommended this product to other firms and spoke so highly of this software."

[See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119)

SW

Spencer W.

Director

> "Increasing cost."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615)

Felix P.

Senior Administrator

> "I particularly like the amount of customization that is possible - as well as the regular product updates, which add interesting..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3481147)

JM

Jamie M.

Director

> "Hopelessly inadequate response."

[See full review](https://www.capterra.com/p/139923/Actionstep/#GetApp___4994045)

KZ

Krys Z.

Legal Assistant

> "The information is organized in such a way as to keep everyone on task, organized and successful in the day to day operations of..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354)

PH

Peter H.

Office Manager

> "Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3394113)

LB

Leslie B.

CEO/attorney

> "I've been very happy with it, get great customer service when I have a question, and do not know why everyone isn't using it."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4699051)

SM

Sandy M.

Office Manager

> "Had we not invested so much already into this system, we would look for something else."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4560583)

RD

Rebecca D.

Attorney

> "We are able to easily manage large volumes of cases and keep and associate multiple documents and document types with each file."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2308716)

BC

Benard C.

Office Manager

> "It has the worst customer service."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4682549)

KZ

Krys Z.

Legal Assistant

> "Actionstep Webinars are efficient, effective, insightful and when paired with customer support, outstanding."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354)

DK

Dan K.

Attorney / Owner

> "Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761)

PK

Paula K.

Lawyer

> "I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480666)

PH

Peter H.

Office Manager

> "InfoTrack - One of the reasons we switched to AS and they don't actually integrate in US, even though their website states they..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3394113)

KZ

Krys Z.

Legal Assistant

> "Overall the program and support adds to my ability to remain a step ahead in meeting client expectations."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354)

RD

Rebecca D.

Attorney

> "It is too easy to save a document to the wrong matter number. When reading portal chats, it scrolls to the bottom automatically..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2308716)

KZ

Krys Z.

Legal Assistant

> "Actionstep's fields and layout are intuitive, data is easy to enter, monitor and track."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354)

DK

Dan K.

Attorney / Owner

> "These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761)

BF

Bruce F.

Attorney

> "I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2810598)

CC

Christopher C.

Director

> "There are no workable precedents in my field (conveyancing – I also pay $49 for the add on)."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2357699)

NM

Nigel M.

Lawyer

> "I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice..."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3182601)

TS

Tyler S.

Owner

> "Wonky, outdated interface; poor email integration, and terrible customer support. "

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2809809)

PK

Paula K.

Lawyer

> "I like the ease of use and intuitive format of the software."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480666)

MM

Maricatherine M.

Paralegal

> "Integration in our firm was somewhat difficult only due to time constraints; nothing to do with the product itself."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2298884)

TE

Tammy E.

Paralegal

> "It was easy to integrate and allows all team members to access all information from anywhere with an internet connection. "

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2310618)

DK

Dan K.

Attorney / Owner

> "Searching for contacts by employer/place of work is impossible."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761)

JP

Jacob P.

Solicitor

> "Great interface."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480674)

AG

Andrew G.

Director

> "The techo people are not trained in real technical problems and use the excuse of putting something to the 'development' team."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760)

Daniel Danny R.

Principal Legal Director

> "The features and functionality built in to Actionstep are amazing."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2265032)

Matt M.

Chief Paralegal

> "It got more and more complicated, too much time was spent navigating rather than getting results."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2238901)

MP

Melissa P.

Attorney/Member

> "It is all inclusive - with the exception of acouting"

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2309696)

AG

Andrew G.

Director

> "Am on hold now for 25 minutes while I wait for someone with a small understanding to talk to me."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760)

DK

Dan K.

Attorney / Owner

> "We like that Actionstep seems to be trying to improve the product."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761)

AG

Andrew G.

Director

> "I cannot bill clients."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760)

MM

Maricatherine M.

Paralegal

> "This, in turn, will save the firm a lot of money."

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2298884)

DK

Dan K.

Attorney / Owner

> "Search is terrible!"

[See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761)

[View Reviews](https://www.capterra.com/p/139923/Actionstep/reviews/)

## User interface

4.40 (3,287)

4.23 (135)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Accounting Integration

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Xero

33/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/120109/Xero/#features)

Actionstep

33/50

-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Automated Receipt Matching
-   Backup and Recovery
-   Billing Portal
-   Bulk Send
-   Client Management
-   Compliance Management
-   Contact Database
-   Contingency Billing
-   Credit Card Processing
-   Credit Note
-   Customizable Branding
-   Customizable Invoices
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Dunning Management
-   Duplicate Detection
-   Dynamic Pricing
-   Email Management
-   Event Logs
-   File Encryption
-   File Sharing
-   Financial Management
-   Fraud Detection
-   Generative AI
-   Hourly Billing
-   Invoice Creation
-   Invoice History
-   Invoice Processing
-   Master Data Management
-   Mobile Payments
-   Multi-Currency
-   Multi-Language
-   Online Invoicing
-   Payment Processing
-   Process/Workflow Automation
-   Project Billing
-   Projections
-   Purchase Order Management
-   Purchasing & Receiving
-   Quotes/Estimates
-   Real-Time Data
-   Real-Time Reporting
-   Recurring/Subscription Billing
-   Reminders

[See all features](https://www.capterra.com/p/139923/Actionstep/#features)

### Recognition

No recognitions have been awarded to Xero

No recognitions have been awarded to Actionstep

### Deployment & support

Xero

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Actionstep

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Xero

-   By Xero
-   Located in New Zealand
-   Founded in 2006

Actionstep

-   By Actionstep Software
-   Located in New Zealand
-   Founded in 2004

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4.2

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[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,287)](https://www.capterra.com/p/120109/Xero/reviews/)

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[Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.23 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/)

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Price

$49/month

4.1

Features

4.4

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Ease of Use

4.6

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[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,287)](https://www.capterra.com/p/120109/Xero/reviews/)

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4.4

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[Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.23 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/)

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$49/month

4.1

Features

4.6

3.9

Ease of Use

4.7

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4.2

4.4

Ease of Use

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Price

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4.4

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