Xero Reviews & Product Details

We’ve used Xero for a number of clients, mainly UK-based, and the interface is genuinely quite clean compared with some other tools. It’s straight to navigate, even if you’re not in it every day.

Bank feeds and reconciliation run pretty smoothly most of the time, and the match suggestions are actually useful for speeding things up during month end close. Review collected by and hosted on G2.com.

The search feature isn’t very good compared to QBO. The Manual Journal interface isn’t great either, and recurring journals can be a bit tricky to set up and manage. Review collected by and hosted on G2.com.

I like that it’s so user-friendly once you get the hang of it, and that it helps non-accounting-savvy people (like me) easily keep track of their books and finances. Especially for a sole proprietor like myself, it makes it so easy to implement and integrate into my weekly and daily business routines. Each week, 1-2 times per week, I log into Xero, reconcile all the transactions in my accounts and cards, and can rest easy knowing that my records are done, clean, and accurate! Review collected by and hosted on G2.com.

The only downsides about Xero is that the the user interface is a little clunky, not as sleek. There also could be more tutorials or "help" features to make onboarding and getting used to the program easier. Though of course I haven't consulted much of the customer support, so I'm sure they would be more than happy to help me walk through any issues or questions I have! Review collected by and hosted on G2.com.

I love how Xero makes bookkeeping so much more streamlined and helps with invoicing and paying bills efficiently. As the business owner, it gives me a really good overview of how my business is doing. The reports, especially the profit and loss and the balance sheet, are something I love because they really help me keep my finger on the pulse. They're really useful, especially for digging deeper into our financials at the end of the month to analyze how we've done against our budget. Review collected by and hosted on G2.com.

The AI bill automation hasn't worked for me yet. It just didn't work, and it seems like quite a simple feature when I've uploaded a PDF. So it was quite disappointing. Review collected by and hosted on G2.com.

The program is quite robust, especially compared to the previous accounting software I was using. My accountant introduced it to me, and I can certainly see why they love it as much as they do. I typically log in 1-2 times a month to review my spending. I love how easy it is to track my receipts, spending, etc. Now that I reconcile my own books each month, the Hubdoc feature is especially helpful for matching my receipts to my spending. I also like how easy it is to integrate my credit cards so I don't have to worry about importing those transactions. I use a small, local credit union for banking, and though I do have to manually import transactions from those accounts via CSV files, it's VERY easy to do so and doesn't take much time at all. Xero's customer support is great and has been helpful when needed. Overall it's been a great tool on the accounting side of my small business. Review collected by and hosted on G2.com.

Though I've certainly become more familiar with the program, I don't feel that it's intuitive, especially if you're not familiar with reconciling transations. Review collected by and hosted on G2.com.

As the part i like where invoices part is where i hope that i could place my company stamp on the invoices Review collected by and hosted on G2.com.

There’s nothing I dislike about Xero in the system. Review collected by and hosted on G2.com.

It has a good easy to use interface and all the functions are easy to find. It has a good help system to get you through using those features that are not so obvious. The import bills functions by email is really useful for me and saves a lot of time over manually entering data. Review collected by and hosted on G2.com.

I have to spend a bit of time keeping the customer and supplier lists up to date. One downside of the bills import feature is that you can end up with two entries for suppliers if the name isn't recognised fully during the import. The merge feature that you use once this has happened to consolidate the records isn't the most intuitive and you can easily merge the records the wrong way. Review collected by and hosted on G2.com.

Xero is a cloud-based accounting platform designed to support small to mid-sized businesses with efficient financial management. It offers features such as automated bank feeds, real-time financial reporting, and seamless invoicing from any device. With 24/7 access, strong inventory management capabilities, and integration with various apps, Xero provides a secure and scalable solution that helps streamline operations, improve cash flow visibility, and minimize manual data entry errors. Review collected by and hosted on G2.com.

There are no issues with Xero. Those who work on the platform appreciate it very much. However, it would be beneficial to have an exception report that highlights any changes made in previous filing periods. Review collected by and hosted on G2.com.

I like how easy it is to use and how often we can rely on it. It’s a familiar tool with all the necessary features we require. It integrates seamlessly with the other services we use, like our banks. It also offers good automation options. I’ve always had a great, quick response from customer support. Review collected by and hosted on G2.com.

To be honest, the UI could be better, as could the API endpoints and the options for using Xero through custom applications we build for our in-house needs. Hubdoc also needs additional recognition improvements, along with more rules or templates to help classify documents and automatically fill in the relevant fields. For Xero in general, I’d like to see improved graphs and more visualisation options. Review collected by and hosted on G2.com.

Xero is great of how simple it makes invoicing and tracking payments. I can create and send invoices right from the platform, and clients can pay through paypal, which fit well with how i alreday run things. Matching payments to invoices is easy straightforward and i really appreciate having all my subscription and monthly expenses in one spot. The built in reports are also helpful they give me a fast snapshot of how business is doing without me having to build a bunch of spredsheeta from scratch. Review collected by and hosted on G2.com.

It took a bit initial effort to configure everything correctly, but once it was all set up, it became much more intutive to use. Review collected by and hosted on G2.com.

I use Xero for my freelance graphic design business, and it’s made invoicing and payments much easier to manage. I create and send invoices directly from Xero and let clients pay through PayPal, which works well for my workflow. When payments come in, I reconcile them against invoices and keep everything organized in one place. I also track my software subscriptions and run basic reports to see where I stand each month. Review collected by and hosted on G2.com.

I haven’t had any major issues. There was a small learning curve at first, mainly around understanding some accounting terms and setting up categories properly, but once it was set up, it’s been straightforward. Review collected by and hosted on G2.com.