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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 compliance professionals, website owners, tech professionals, marketing executives, 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 love that Termly does all of the heavy lifting for me; all I have to do is input my information and they do the rest. I am so glad I found this website.
I worry that our clients are still able to be sued over things related to this as I believe Termly disclaims any liability.
Overall, I was happy that I made the investment and enjoy peace of mind that I am protected with legally responsible policies for my services.
What are dislike about term level being when I first started the program. It was difficult to make the policies into the language English.
Company is great as well. Price and pricing strategy has changed since I purchased but they keep renewing me with the price and terms that I originally purchased which is great too.
The customization is way more slow than I thought when ever I get into any trouble they response slow which cause delay in my work.
Really satisfied and impressed by the strength of this software.
I don't like the process of adding a new website to termly, however.
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?
Sasha Z: Hi, my name is Sasha. I'm a senior growth manager at InsideHook, which is a entertainment media company and I give Termly five out of five. So we were using OneTrust for data compliance and data management, data mapping, CCPA needs of our company to comply with all the regulations and to take care of the data of our users responsibly. Unfortunately, it was pretty complex to use and not very intuitive and that's why we were looking for a new solution. Termly was attractive for the most part, because of the easy setup. When you just start using Termly, there's a trial and you can fill out a quiz which is very thorough and long. However, it's easy to fill out. Whether you're a data specialist or a legal team representative, you can fill it out within like 20 minutes, I would say, and that considers all the ways that data can be managed by your website and allows you to set up all the proper trackers for Termly. Besides that, Termly also conducts a thorough check of cookie management and other things that are important for starting off. The price level was also attractive for us, but for the most part, easy onboarding, intuitive use, easy setup. We received a code, a tracking code that we can just insert into our website that includes all of our parameters that we put in our quiz. So that made Termly really stand out of other options that we were considering. Termly starts with a trial and you can fill out a 20-minutes long quiz that addresses all of the data questions the way your company deals with user data, how sensitive it gets, what kind of policies, what kind of compliance level you need. It's very thorough, but it also takes care of all the potential risks. Makes sure that your user data is managed responsibly, properly and goes well with all the regulations that are out there. Specifically, we were also interested in CCPA compliance. That was an issue for us in the previous product we used so that was all great intuitive, and I really liked the part that you can easily get the Termly tracker code that you embed into your website easily that remembers, takes care of all the data needs, including CCPA compliance. So for those who don't have a data policy at all, Termly is great because you don't have to replace anything that's already there. You just fill out the quiz, embed the code, and you can start. You can have a whole package of data management products in one service. As for people who would like to switch, it's an easy to use product. They also have several levels of data management for companies that deal with more sensitive information like Social Security numbers or credit card numbers. We, as a media company, only deal with emails, names, maybe addresses or something like that, but still, Termly was easy to use for either case, whether you have more sensitive, more information that you collect or you just collect emails. So I think it's a good product and thorough, but at the same time, easy to use.
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