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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.
ConnectWise CPQ (formerly ConnectWise Sell) is a cloud-based quoting solution for IT solution providers, including managed service providers, AV professionals, value added resellers, 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.
Our customers love getting to look at different options and the products spelled out. It shows up margins in real time and help do the best quotes possible.
Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software.
The deployment was great and very easy thanks to the team that helped us. It functions well and has loads of features that have made our quoting experience a lot better for the customer.
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong.
Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you.
Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.
Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.
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?
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