Avaliações do Xero

Vantagens

A primeira impressão que tive foi muito positiva quando mesmo antes de precisar me cadastrar para obter acesso ao programa, tive a opção de fazer uma demonstração gratuita de como seria ter como suporte o programa Xero para minha empresa. Muito bem construído, com um sistema bem organizado e que funciona corretamente, tanto pelo desktop quanto pelo aplicativo.

Desvantagens

É uma crítica necessária que faz diferença à quem procura um programa de gerenciamento. Sabemos que cuidar da parte financeira e de outras coisas mais de uma empresa, mesmo que seja pequena, é um grande trabalho, e isso pode se tornar mais desafiador quando não encontramos suporte para nosso próprio idioma, e é essa minha crítica ao Xero, a falta de opção para meu idioma.

Vantagens

Professional double entry software at a very affordable price
Accommodates both cash and accrual accounting
Links to financial institutions to get transactions
Uses standard importer recognized by the financial institutions instead of just trying to log in remotely (and triggering fraud alerts)
Can match multiple invoices to a single deposit transaction imported from bank
Can keep using Xero as company grows

Desvantagens

Pre-existing expense categories/descriptions don't map 1:1 with IRS definitions, so I'm having to go back to all my receipts to make sure expenses are entered in proper accounts because I didn't realize this when I switched
More difficult to focus on specific expense categories to check transactions
Have not been able to import historic data from previous app (possibly because it's not double entry) so I am still paying the subscription on that software to retain access to my data
No integration with Craftybase, so I have to enter supply purchases and customer invoices there independently

Vantagens

- Affordable and cost less for startups and small businesses
- Includes fixed assets and inventory management in all of its plans
- Very user-friendly especially during migration or conversion of data
- Allows unlimited users
- Friendly 24/7 customer support

Desvantagens

- Some countries lack a built-in payroll option.
- Customized reporting options are still limited. I wish Xero can allow you to create your own report.
- The contact list of customers and suppliers is mixed together and needs to set-up manually to organize.

Vantagens

Transaction processing in the bank feed is, as they claim, very well set up. At the time I started using Xero, the company also seemed to provide some needed competition and an alternative to intuit in the small business accounting software space.

Desvantagens

The other accounting software apps I use are QBO and Wave. Both, IMO, are better than Xero.

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. Thanks to the lack of a reconciliation process tied to hard numbers, inaccuracies can pile up in the registers as a result.

In addition, overall access to data in the registers is more awkward to accomplish than in either QBO or Wave. Editing transactions is significantly more complex than in QBO. The system of comparison between the "bank statement lines" and the account register was confusing at times. And there are odd glitches in the reporting (cannot recall all the details now, I only have one client left using this app) that I had to watch out for. Xero is a product that has some really amazing capabilities mixed in with real weaknesses.

Vantagens

As a former quickbooks user of about 20 years, it was a big deal to switch platforms. At first glance it looked like it would do everything we wanted. I loved the price point, the interface and relative ease of use. The multi currency was great as was the ability to integrate with Stripe. You make a lot of compromises to save on the huge monthly cost of quickbooks but there are workarounds.

Desvantagens

There are so many things that are just common/must have's for any business. Things like progressive billing, job costing and even the ability to make your own journal entries are missing. We had to hire a consultant and spend around $800 just to get it to add purchases easier to the mix with HubDoc. You see job costing catagories at the invoice level but not software or 3rd party app to back it up. The single most annoying thing about it is the support. It's non existent. You complain, They tell you its not a problem and ignore your requests. I struggle daily with the search function. I can't get about 50% of my searches to work. The clients I'm looking for are entered. I'm typing them in fine but you often have to visit contacts menu and find them manually by quote number or just never ending scrolling. Upon complaining numerous times the best they can do is say "it might take up to two weeks for your contacts to sync. " Xero: It's 2020 and the dark ages of cloud software have passed. You need to fix the search function and add job costing to be considered a contender. So here we are in 2020, manually adding each of our sales to a spreadsheet and adding the subsequent bills to it to see if we made $. They make it incredibly hard to contact support and they are quite unresponsive when they do reply to your ticket. They try really hard to push you to support forums, where there are literally hundreds of complaints on the same issue with the ability to comment closed.

Vantagens

I loved how easy it was to integrate XERO with my bank accounts and Paypal. XERO seamlessly connected and kept my balances up to date. I also liked how easy it was to invoice clients and connect invoices to Paypal or Stripe.

Desvantagens

Unfortunately, the reconciliation process in XERO is a no-go for me. Rather than the Quickbooks and standard approach, where you do a monthly reconciliation against a bank statement, XERO had no such function. Once an item was matched up to a bank transaction, it was considered "reconciled." No option to close out a month and double-check transactions. I went back to QBO to get that feature.

Vantagens

As an accountant and bookkeeping business owner I have been using accounting software for well over 10 years. I have to say when Xero entered the market I was definitely curious as to what it could bring to the market. I believe Xero have captured a very nice niche of the industry with it's very business orientated user interface and simplisitic feel. It makes accounting somewhat fun for the business owner. The way that they have revolutionized the way the bank reconciliation is performed makes it easier for buiness owner and accountant/bookkeeper to work together. I love the comments functionality and the rules that can be set to repeating transactions. The AI in the bank reconciliation also has a very nice balance to it. It will allocate your transactions when you need it to, but not too aggressively - meaning you don't have to undo all the automatic allocations (unlike some other software like MYOB).

They also have a lot of resources to help business owners and financial professionals. In addition they make continual updates to their software to adapt to the times.

Desvantagens

I think the biggest con of the software is the price tag. Many of my clients have found this to be a stumbling block, saying that the monthly subscription fee is too high for their business.

Other than the price, the only other con is the support is only via email (this is the last time I had an issue which was a few months ago). They do not have a support contact phone line (in Australia at least) - so response has to be via email (which may lead onto a call later if it cannot be resolved by email). Which takes longer to resolve the issues.

Vantagens

Easy to use, easy to input data and there's often little popup boxes to explain what elements are. It's cloud managed, so no need to download any software or store anything locally.

Desvantagens

Support is a bit, there isn't a live chat support like there is with competitors and it lacks the aesthetics of products like Quicbooks and the same level of reports.

Vantagens

Easy to use and implement and cost is very attractive. Xero integrates seamlessly with other applications that we use, aka Expensify. Good reporting functions, though it would be great if users can build/further customize reports on their own if need be.

Desvantagens

Lack of customer service. Troubleshoot/training is all via online community support. Limited report build.

Vantagens

Easy reconciliation but this is a feature of most brands now.

Desvantagens

Reports are impossible to configure and source the data I need. The layout is poor and not user friendly. The technical terms used are common to accountants but make no sense to small business operators. The online help is useless and takes forever to get a response. Feature requests are ignored and not even responded to. There are other brands that offer a much easier user interface and at a fraction of the cost. I was forced into XERO as it was the only brand my accountant would support. I have to ring the accountants for help all the time who change a fortune for simple advice. Every feature I need is an extra add on charge. The remember me at login does not work and I have to waste time with 2 step login every time I leave the computer for 5 minutes. XERO does not work well on the tablet. The bank feeds do not deliver all the transaction data detail and its very difficult to identify some businesses. Memorizing transactions and splitting purchases is a real time-waster.

Vantagens

Price as to be a major feature but it's very user friendly and you can see all teh important data in one place

Desvantagens

some feature that Sage had are not present and customer support is not great

Vantagens

Xero have been designed to be used by non-account business folks. However, once the data has been listed an accountant has a great tool to use to finish the company financial records (Monthly, Quarterly & Annually). It is also priced at a rate that works for most business owners.

Desvantagens

I really do not know of any areas within the software that I can list as "Least" liked. I do not know of any significant problems which I believe need correcting.

Vantagens

Xero has transformed our financial management and provides us with all the real time data we could imagine, and where it lacks, integrations take over. While more "accountancy" friendly than some of the more simple products, once you work with your accountants to get this right, you won't regret it. The detail, features and holistic approach to managing company finances means that we are using this every day and with pleasure.

Desvantagens

The interface is being updated, and it is needed as it is a little old fashioned in its design. That said, it is clean and clear and otherwise we love everything about Xero.

Vantagens

As a small business we found Xero to be a simple and very cost effective solution for all our accounting - book keeping needs. Xero is very easy to set up with your accountant and reduces the time you need to spend on book keeping tasks each month. With automatic bank feeds the time we need to reconcile our accounts each month is minimal. The audit trail features mean any issues that arise can be quickly found and fixed. Being able to notate any transactions enables our accountant to quickly respond to our queries. As a small business keeping our external accountant costs down is very important to us and by using Xero means the time our accountant has to actually spend on our accounts is less and therefore so are the invoices we receive from him!

Desvantagens

Some of the automatic accounts Xero suggests you reconcile to are not correct so it is important to double check each transaction before reconciling. We had issues setting up some of the automatic bank feeds and still have one bank account that will not process the feeds so we need to enter those transactions manually. When uploading a file of transactions we also had some issues and found it quicker just to manually enter them into the software.

Vantagens

I like the ease of reconciling because once you get set up and code a few items it remembers them for next time for a faster job (you still have to check them to see if they are correct first).
I find it fun and satisfying to reconcile in Xero as it is quite visual, you see several lines waiting to be reconciled and then as you work through the transactions, coding them and clicking on the middle button, they disappear. Setting up bank rules is also a huge benefit, as they get coded automatically, ready for you to just hit the green 'ok' button. You can use this for your usual bills for example, electricity bill, local cafe, cell phone bill, internet charges. Although it does take time to set bank rules up to make sure all details are accurate, it saves time in the long run.
I like the fact that customers can upload documents into the files section of Xero and their accountant can see these documents immediately to work on them or code them.
I also like the search function as you can search for a particular number, or the first few letters of a name or business to find relevant transactions.
Being able to generate invoices and email them direct from Xero is great as it saves time.

Desvantagens

It is not the software's fault exactly, but because reconciling is so easy there is a temptation to accept what Xero suggests for a transaction and reconcile to this account, instead of pausing and really checking if the code is the best one.
Xero is first and foremost a business accounting software, so the reports it can generate may not be exactly what other users of the software need, like schools for example, who may need a Xero add-on to get what they most need in regards to reports.

Vantagens

I have been using Xero for a good number of years now and can only recommend it! The usability is fantastic, the ability to see really clearly how the accounts work is groundbreaking in its field. I love the bank reconciliation and the bank feeds. The automation of data is actually fun and linking it into the add-ons can make life a lot easier and save time and money. It is a great way to keep things simple and clear. I love the advisor features, that you can't break it (although you can make a real mess if not careful). For me the biggest benefit is the clarity of the data and the ability to drill down into virtually anything.

Don't use Xero in super complex scenarios and I would recommend that you employ a proper XERO accountant - who actually knows how to use Xero and uses the data when using it though or you will end up paying twice - once for entering the data to xero - and again when the accountant pulls it out into their own software. Overall I would absolutely recommend Xero for people who are more serious than working in spreadsheets but who are turning over £50k-£3m+ with a fairly simple process.

Desvantagens

We have found that Xero does not work well in all scenarios but there are work arounds - the bigger the business and the more complex the processes the less it suits but then if you are bigger/more complex you should arguably be using something else!
Support is not awesome! It can take time and you are often met with unhelpful suggestions. There has been an increased number of 'blips' in the software in more recent months and the support has been almost useless in those cases and I have had to find workarounds. Conversation/instant message support should surely be on the cards?
Another thing that I don't like is the highly evangelical nature of the conferences! It borders on the cultish and if you are not 'in' then you are definitely 'out'! I have not found there to be any benefit to being on the 'directory' for that same reason.

Vantagens

For bookkeeping, small and medium-sized businesses this software is a dream. It is the most intuitive and easiest to use of all the accounting software that we reviewed. As an accountant, it is easy to fix user errors and mis-postings. There is a proper audit trail and safety checks built in. There are so many time-saving features like find and recode, repeating bills/invoices/journals, bank rules. The move toward AI is exciting too.

Desvantagens

The reports aren't GAP or IAS compliant so it is no good for reporting, final accounts production or tax. To get accountants interested and recommending Xero in the early days, they promised accountants that Final Accounts Production and Corporation Tax software was in their development queue but it never materialised and they burnt a lot of bridges with accountants when they announced that they had dropped FAP plans. This is why Quickbooks are getting such a big foothold and stealing market share from Xero.

The software is expensive for what it is and you can get a lot more and better for your money with FreeAgent and QuickBooks.

The biggest let down for Xero is that there is no telephone support, at all. Not even call back. You have to email and if you are on the opposite side of the world from New Zealand, it can take a full day to get an inital response and if there is any misunderstanding or info required, it can take days to get your problem resolved. This is really useless and a deal breaker for serious businesses.

Another major failing in Xero is the number of times that the Bank Feed just doesn't work. This is outwith Xero's control and so it can often take months to resolve. This is amateur and best and negligent at worst.

Vantagens

Great design, intuitive, great support files and videos, invoicing features are very good, being able to add files to transactions is a big time saver, the fact that it is a full accounting system is great in its price range, although for more complex features you may need an add-on application for example full stock management and stock control.

Desvantagens

The way the contacts database has been developed could be improved to make importing and exporting data easier, that has improved recently with the addition of client codes field. Also greater flexibility of controlling features a user can access would be great.

Vantagens

What is good about Xero are 1) Real-time bank feeds and bank reconciliation - this is what scared the pants off of Intuit and forced them to develop new functionality. 2) Xero fully embraces and enables third-party developers to provide niche solutions that have rich interaction with Xero. 3) The features keep getting better and better quarter after quarter. 4) Perhaps my relationship as a partner skews this, but I've had nothing but excellent support from Xero. I can call someone if I have to, but I almost always get issues resolved through technical support in a timely fashion.

Some of my favorite add-ons for Xero are GeoOp for field services, Deputy which integrates its scheduling, time and attendance functions with Xero payroll, and Float which projects cashflow. The new reporting and the tags are fantastic.

Desvantagens

There are some features I would like to see "sooner," but they are on the roadmap for "later." People jump on Xero because of the price without having a Xero consultant evaluate their suitability for the application - that can create an expectation gap, and that inevitably leads to an unhappy customer. I just hate it when people let their wallet do their thinking for them and then blame the software because it "doesn't do enough."

The payroll is fine. I spoke to the VP in charge of payroll development and he is all about improving the functionality, so it will continue to improve. What is there now is very well designed to be comprehensive and flexible, but there are situations where a third-party payroll like Gusto will make more sense for your organization. They are the first ones to suggest you look at solutions like Gusto, ADP, Paychex and others that integrate seamlessly with Xero.

It is annoying that the tags are limited to two categories, and this won't be revised until they have their design for job costing completed. No word yet on when that will be.

Vantagens

Cloud availability, choice between manual or automatic accounting, incredible reports, easy to print, beautiful, fun to use, don't have to be an accountant to use it, fantastic break-down of categories and overhead vs. cost of goods. Shows great percentages - growth overall, percentage of sales per category and percentage of expenses per category - easy to understand the nuts and bolts of your business with Xero and make quick changes to your business model when a problem arises.

Desvantagens

Balance sheet leaves much to be desired - harder to figure out than the rest of the software and difficult to understand in conjunction with the profit and loss. It's not possible to see a comprehensive financial picture - perhaps what makes it so great for non-accountants is its simplicity makes it hard at times to get into the nitty gritty. The billing aspect of Xero is atrocious, just really, really bad. Invoices on "repeat" stay in a strange ticker until you command them to be sent, it creates a lot of problems. Definitely have a separate billing software if you use Xero, especially if your clients are on subscriptions. I wish it integrated better with a growth planning tool - integrates with CRMs fine but doesn't help you look into the next couple of years, or present a future picture to investors.

Vantagens

- Brilliant design and straight forward full accounting system yet detailed enough to allow user to create management reports.
- It allows direct bank feed letting the book-keepers not to worry about importing bank statements and processing detailed bank reconciliations.
- It also integrates with third party softwares to import direct feed which helps automation possible helps save time.
- It also offers partner programs for external book-keepers and accountants to work on different client books which is a new features other softwares have failed to offer.
- Great price.

Desvantagens

- Payroll function is capable to deal with straight forward payroll matters. when dealing with complex calculation, Xero seems limited in its functionality.
- The tracking categories are limited to only two lists. It would have been great if it would have had an option to increase the number of categories to suit individual need.

Vantagens

Xero offered a payroll option that was not expensive and easy to use. That combined with the ease of use and the cloud-based accounting is why Xero is my go to choice for small business accounting / bookkeeping.

Being able to connect your bank account with Xero and import transactions makes it much easier to keep your books up to date. I used to wait all month before entering my transactions into my checking account and it became a big pain in the butt. This is so much easier!

Desvantagens

The fact that you cannot have more than one business in your Xero account is a real bummer. I happen to have more than one business but I'm not willing to buy a subscription for each business. I use one for my most active business for now.

Also, if you don't have payroll for awhile, you are no longer able to submit your tax forms as they are not generated, even though I still need to submit them to the taxing authority.

There is also a headache when it comes to adding in credit card processing fees to invoices for accurate cash accounting. It's awesome that Stripe is integrated and payments are automatically marked to their appropriate invoice, but to get the fee out of the invoice I have to delete the payment, edit the invoice to include the fee amount, and then add the payment back in.

Vantagens

Love the ease of access. We have a team based in Australia, India, & South America - so the online platform is brilliant.
As a previous MYOB user (& lover of MYOB), I was surprised with the ease of transition from MYOB to Xero.
I also really enjoy how easy it is to link client card files noting the company directors, primary contacts, banking details etc. Very easy to view all the information in one place! Love being able to send the BAS' from Xero as well with a click of the button, and being able to modify & tweak great templates is a MUST.

Desvantagens

One thing that is very challenging, is if the Xero team are not getting back to you as promptly as you need, there is NO phone number to talk to someone. This (for the accounting industry) can be a big let down at times. Normally, the Customer Help is very prompt.
Still trying to find an adequate solution so that if I upload a file in my XPM, the rest of my team can view these files. Despite trying and following Xero's suggestions, my team members are still not able to view the documents I've uploaded. We'll get there in the end I'm sure.

Vantagens

I used to be the marketing and accounts assistant for Expert360, and use Xero together with our accountant based on Pakistan. Xero makes it easy for us to send an invoice to our corporate, medium and small business clients. It allows us to view the overdue invoices, which enables us to follow-up on those payables. We were able to see the money that we had collected and the money that still needs to be collected. It also allowed us to track the payables to our consultants. Over all, Xero is an easy-to-use accounting software. It's user-friendly functions and features allows you to instantly view the cash flow of your business.

Desvantagens

One thing that I noticed on the platform is it doesn't allow to create multiple entries from one company. Like we have client A and they have lots of projects with us. We wanted to create like client A1, A2, A3 in the contacts info so that we know who's the one in-charge for each project. But our accountant told us that it would appear in the invoice as client A1, A2, and A3 in the invoice instead of just client A only. He said it would create confusion on the person in-charge for the payments since it's not their usual company name. We contacted Xero about that and they said they will work on the feature and hopefully it will be added in the future. Where you can entire Client A with someone as the contact person and Client A with someone as the contact person. The last time I know you can really just create one contact entry for each client.

Vantagens

Overall, it's a good product. Easy to use. Simple UI though quite dated. It does everything we need it to plus more.

Desvantagens

Until recently, there wasn't much I didn't like. I probably couldn't name anything, apart from the somewhat dated UI - but that's a stretch.

Recently however, Xero have taken a core feature (Expenses) and starting selling it as an add-on, on top of the monthly subscription fee.

Expenses as you may know, and would expect, is 'included' in the monthly subscription and formed part of the core software. There was no additional charge. They've recently updated the Expenses feature (which they should be doing anyway) and now believe that because they've updated it, that warrants it being pulled from core and sold separately as an add-on.

As a current subscriber, I signed up for the all inclusive package. Having features ripped from the core package and charged for in addtion to the monthly subscription is not on. Especially when no discount or reduction of the monthly subscription cost was offered.

As a SaaS provider, any and all future updates, regardless of how big or small they are, should form part of the monthly subscription.

Choosing an accounting package is a big decision and once you're committed, it's difficult and often costly to change. With Xero now employing this kind of model, I'd caution anyone considering Xero to think again, think hard.

Today it's Expenses, tomorrow it could be something else.

These disgusting tactics employed by Xero are unacceptable.