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Xero is an accounting software that caters to small businesses across multiple sectors, such as agriculture, construction, education, healthcare, hospitality, and more.
Designed for freelancers, entrepreneurs and small businesses to manage expenses & cashflow, financial reports, billing and invoicing, quotations and more.
I love Xero - Xero is a multifuctional site/app that has many features and abilities that are useful for individuals and small business which is what I use it for.
Unable to run a payment history by vendor for some reporting I needed to complete. Possible user error but, I was told functionality not available.
Features such as bank connections and invoice creation are great, while the dashboard offers very useful and great information.
Back to the bank feed -- Xero is unable to connect with a number of banks. In addition, the bank feed sometimes drops out transactions with no notice to the file owner or bookkeeper.
Xero is a good choice for businesses looking for comprehensive accounting software with a range of features and good customer support.
Lack of integration with Shopify for invoice/inventory management.
I love, love, love the app and cloud versions. I like that I can snap pictures of my receipts and chart them immediately so that my reconciliations go smoother.
1099 reports are too limited. Tracking categories are too limited.
I like the ease of use in general and the fact it is free is a great help for startup companies like myself.
There are times when I need to find out info about a client's payment history, and there is no app. You have to log into the website which is not optimized for phones and can be hard to navigate.
Overall, the presentation is outstanding. Very clean and easy on the eyes, not to mention easy to use as well.
Changes to invoice permenant wording can be a pain because the access to this section is not obvious.
This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.
Wrapping my mind around that was a struggle, and I still don't have all my entries in the correct place. I don't have a ton of entries, so I prefer my spreadsheet for tracking things right now.).
I have been using this software since it was called Billy and like it a lot. If they can add an app at some point I would be super happy with it.
I'm not a power user since I'm a one-man business, but there is one big feature missing. There is no automatic payment/debit feature.
Nigel: My name is Nigel. I'm the Managing Director of my own company, D13 Solutions. We are a consultant company using Xero, which I'm rating five out of five. Xero was recommended to us by our accountants. They had options for products like Sage and some other products as well. They showed us two or three of those products, and we chose Xero from that list. We chose Xero because Xero was the most usable of the products. So the interface was very simple, but it also suited the way we work. So inability to do what we needed to do in the shortest possible time, in the easiest way. Xero gave us the best options out of all of the things we looked at. So we switched to Xero from our previous package. That was really straightforward. But for everything we use it for, which is invoicing, quotes, purchase orders, it's all really good. It's really straightforward and simple to use. We use it in multiple currencies as well, and it supports that very well indeed. But we've integrated things like the company credit cards, so everybody's credit card is integrated into the system, so it really works nice and simple. So things like my month end when I'm doing all my reconciliations, those take a matter of a couple of hours, not a couple of days. Xero has been a game changer for us. It's made my life more simple. It's kept my costs down. This means I haven't got to go and find someone external to my bookkeeping because it's all simple and easy to use within the app. I would recommend anybody to try Xero. It may not be for everyone, but it's certainly worth trying. And with a free trial available, why would you not?
John S.: Hi, I'm John. I'm a marketing consultant and I rate Sunrise a five out of five. For more reviews like this one, click below. Prior to using Sunrise, I was using a PayPal and Stripe and many of these different platforms because a lot of my customers needed to pay with different types of marketplaces and I really needed something where I could invoice my clients have a simple option where they could go and simply just pay using any of these platforms. So, Sunrise, it's really allowed me to create invoices that I can get payments through my bank, through PayPal, as well as through Stripe. It works really well for that. So some of the reasons that I really like Sunrise are that I have the capacity to enter all my customer information, retain that information inside the platform, send out simple invoices based on specific services that I'm charging them for, and keep a record of what invoices have been paid, what's overdue and easily send emails right through the system to invoice all my clients and keep all that collectively in one piece of software. Getting started with Sunrise was very straightforward, very easy to do. I simply just set up and linked to all my existing accounts. I was able to enter all of my basic information about myself, my business and once I had all that done, I was immediately able to start going out and sending invoices, collecting payments and everything worked very smoothly. So if you've been considering picking up an invoicing software, something where you can start invoicing your clients and really having a clear picture as to what's going on in terms of charging and billing your clients, Sunrise is a really good option. Overall, I've noticed many, many vast improvements over the last couple of years that I've been a customer. They continuously are adding new features, making it easier. It's simple enough to get on the phone with them or get email support and ultimately I notice that they're just always looking to improve the system, make it easier and more efficient to use and I've had good success using that over the last year.
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