Resumo do Xero

O que é o Xero?

Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory, purchasing, expenses, bookkeeping and more. Xero is an alternative to QuickBooks. It is a modern, small business accounting software that lives in the cloud. It's accessible from any computer or mobile device, making for a smarter and easier accounting process, with features including cash flow tracking, payment processing, bank reconciliation, expense tracking, inventory management, financial reporting, and more.

The Xero dashboard presents users with a clear and concise overview of their financial situation. It provides small business owners with a greater understanding of their cashflow by highlighting bank balances, outstanding invoices, upcoming bills and expense claims in a visually appealing way. Daily bank and credit card transactions are automatically imported into Xero and matched to their corresponding accounting transaction. Doing bank reconciliation is as easy as confirming the match is corrected and clicking "OK."

Xero integrates with a variety of third-party apps commonly used by small businesses including Stripe, PayPal, Capsule, HubSpot, and more in order to streamline workflows and synchronize data such as sales invoices, client data, cashflow reports, payroll data, and more. Data flows directly into the Xero ledger, removing the time and effort required for manual data entry. Every Xero plan comes with unlimited users, so there's no need to pay for extra licenses. Collaborate with colleagues or invite financial advisors to view data remotely and get valuable real-time advice.

Resumo do Xero

Preços

A partir de
US$ 20,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Starter: $20/month
Standard: $30/month
Premium: $40/month


Recursos do Xero

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 5, Índia, Japão, Alemanha, Brasil, México
Idiomas
Inglês

Mídias

Xero Dashboard
Xero Payroll
Xero Reporting
Xero Invoices
Xero Assurance Dashboard
Xero Accounts
Xero Contacts
Xero Dashboard
Xero Mobile
Xero Profit and Loss Reports
Xero - Vídeo Xero - Vídeo Captura de tela do Xero: Xero Dashboard Captura de tela do Xero: Xero Payroll Captura de tela do Xero: Xero Reporting Captura de tela do Xero: Xero Invoices Captura de tela do Xero: Xero Assurance Dashboard Captura de tela do Xero: Xero Accounts Captura de tela do Xero: Xero Contacts Captura de tela do Xero: Xero Dashboard Captura de tela do Xero: Xero Mobile Captura de tela do Xero: Xero Profit and Loss Reports

Xero - Avaliações

Xero - Avaliações

Classificação geral
4,3
/
5
Excelente
1088

Muito bom
516

Regular
169

Ruim
51

Péssimo
72

Relação qualidade/preço
4,2
Recursos
4,2
Praticidade
4,2
Suporte ao cliente
3,9
85% dos usuários recomendam este app
Michel K.

Facilitador

Bastante satisfeito com tantos recursos e o esforço de trazer tudo isso da forma mais simples possível.


Kathryn H.

Affordable professional level accounting software for small business

It's been easier to use Xero than I expected, but I had a nasty surprise at tax time when I realized the default accounts/descriptions for expenses did not correlate 1:1 to IRS categories. (I should have checked this more closely when I set up my accounts because it's a New Zealand company, and the previous product was local.) This means I will need to double-check all my transactions for 2018 and the IRS has my vastly overestimated tax payment until I can do that and file my return on an extension.

I've had a much better experience importing data from financial institutions because Xero uses a well-known importing service that is trusted by the institutions.

I like being able to match multiple invoices to bank deposits because I usually don't run to the bank for each check. This will be more valuable as my company grows.

I should probably find an accountant to assist me with this, but I haven't found an accountant who understands both craft businesses and Xero.


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Craig D.

I can't wait for it to be finished!

It's a lot of money to get setup with a certified consultant. Very few consultants available in Canada. When we did find one she was great but she bills you for every second she works. As in not any free advice. My lawyer is easier to work with.


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John D.

Concerns with Xero

We've been using Xero for about two years now. There have been a few hiccups along the way but for the most part things have been ok. Recently however, we've had a problem with our bank feed uploading into Xero in order to reconcile transactions. We first encountered this issue on 2/10/18. We informed Xero and they said they would look into the issue. A couple of weeks went by without hearing anything about the feed working as it should. We contacted them again and they said they were still working on the issue but that we could manually download the transactions ourselves in the meantime. Today is 4/10/18 (2 months later) and they still have not fixed the issue. We are still having to manually download these transactions ourselves in order to reconcile our bank accounts within the Xero software.

I spoke with Xero this morning and they still do not have a timeline for when this will be fixed. They said they use an outside company to perform the importing of bank feeds functions and that they are not responsible for it not working. They said when we signed up for the Xero service we were informed about the possibility of the feed possibly cutting out at some point in the fine print (terms & conditions). They refuse to issue any sort of refund for their monthly service during this time of inconvenience because they say the bank feed import function is a free service offered by a third party.

The problem we have is that Xero is marketing this service as part of their overall monthly service package which you assume is really included in your monthly service fee you pay to them. When it doesn't work they take no accountability for it not working. We think it's very deceptive for them to market a service (bank import functionality) to prospective buyers, which you assume is included with your monthly service fee, but then take no responsibility for it not working when things breakdown. We believe they do this to gain a competitive advantage over other companies like Quickbooks. Instead of just charging for the bank import service which would increase their monthly service fee and make them less competitive on a price basis with their competition they artfully setup their service to be able to offer a more competitive price but not assume any of the responsibility when the service doesn't work as expected. The general consumer doesn't think to put this deceptive tactic together when they sign up for the service and Xero assumes once they have you onboard you'll deal with the issue until they can get it fixed because switching accounting software companies at a later date is extremely inconvenient.


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Sherm S.

XERO reconciliation is an issue

Overall, it's a decent program, with all the bells and whistles you'd expect from a cloud based accounting program. Unfortunately working without being able to reconcile monthly made life too difficult. And not many accountants work with it, so that made it difficult to have professional eyes on my accounting.


Traduzir com Google
Michel K.
Setor: Construção
Porte da empresa: 2-10 funcionários

Facilitador

Usado Outro durante Avaliação gratuita
Avaliado em 05/08/2020
Fonte da avaliação: Capterra

Bastante satisfeito com tantos recursos e o esforço de trazer tudo isso da forma mais simples possível.

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 7.0/10

Kathryn H.
Setor: Artes e artesanato
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Affordable professional level accounting software for small business

Usado Semanal durante Mais de um ano
Avaliado em 26/08/2019
Fonte da avaliação: Capterra

It's been easier to use Xero than I expected, but I had a nasty surprise at tax time when I realized the default accounts/descriptions for expenses did not correlate 1:1 to IRS categories. (I should have checked this more closely when I set up my accounts because it's a New Zealand company, and the previous product was local.) This means I will need to double-check all my transactions for 2018 and the IRS has my vastly overestimated tax payment until I can do that and file my return on an extension.

I've had a much better experience importing data from financial institutions because Xero uses a well-known importing service that is trusted by the institutions.

I like being able to match multiple invoices to bank deposits because I usually don't run to the bank for each check. This will be more valuable as my company grows.

I should probably find an accountant to assist me with this, but I haven't found an accountant who understands both craft businesses and Xero.

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Craig D.
Setor: Publicidade e marketing
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

I can't wait for it to be finished!

Usado Diariamente durante Mais de um ano
Avaliado em 31/08/2020
Fonte da avaliação: Capterra

It's a lot of money to get setup with a certified consultant. Very few consultants available in Canada. When we did find one she was great but she bills you for every second she works. As in not any free advice. My lawyer is easier to work with.

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

John D.
Setor: Transporte rodoviário e ferroviário
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Concerns with Xero

Usado Diariamente durante Mais de um ano
Avaliado em 10/04/2018
Fonte da avaliação: SoftwareAdvice

We've been using Xero for about two years now. There have been a few hiccups along the way but for the most part things have been ok. Recently however, we've had a problem with our bank feed uploading into Xero in order to reconcile transactions. We first encountered this issue on 2/10/18. We informed Xero and they said they would look into the issue. A couple of weeks went by without hearing anything about the feed working as it should. We contacted them again and they said they were still working on the issue but that we could manually download the transactions ourselves in the meantime. Today is 4/10/18 (2 months later) and they still have not fixed the issue. We are still having to manually download these transactions ourselves in order to reconcile our bank accounts within the Xero software.

I spoke with Xero this morning and they still do not have a timeline for when this will be fixed. They said they use an outside company to perform the importing of bank feeds functions and that they are not responsible for it not working. They said when we signed up for the Xero service we were informed about the possibility of the feed possibly cutting out at some point in the fine print (terms & conditions). They refuse to issue any sort of refund for their monthly service during this time of inconvenience because they say the bank feed import function is a free service offered by a third party.

The problem we have is that Xero is marketing this service as part of their overall monthly service package which you assume is really included in your monthly service fee you pay to them. When it doesn't work they take no accountability for it not working. We think it's very deceptive for them to market a service (bank import functionality) to prospective buyers, which you assume is included with your monthly service fee, but then take no responsibility for it not working when things breakdown. We believe they do this to gain a competitive advantage over other companies like Quickbooks. Instead of just charging for the bank import service which would increase their monthly service fee and make them less competitive on a price basis with their competition they artfully setup their service to be able to offer a more competitive price but not assume any of the responsibility when the service doesn't work as expected. The general consumer doesn't think to put this deceptive tactic together when they sign up for the service and Xero assumes once they have you onboard you'll deal with the issue until they can get it fixed because switching accounting software companies at a later date is extremely inconvenient.

Vantagens

The service accomplishes most of what it was intended to do albiet at a bit of a learning curve for the new user.

Desvantagens

There is no customer service support number to call. Bank feeds do not work properly. IOS app is mising some functionaility

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 1.0/10

Sherm S.
Setor: Publicidade e marketing
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

XERO reconciliation is an issue

Usado Diariamente durante Mais de dois anos
Avaliado em 20/08/2020
Fonte da avaliação: GetApp

Overall, it's a decent program, with all the bells and whistles you'd expect from a cloud based accounting program. Unfortunately working without being able to reconcile monthly made life too difficult. And not many accountants work with it, so that made it difficult to have professional eyes on my accounting.

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 5.0/10

Recomendação do usuário
8,3/10
Baseado em 1.896 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Xero

Preço do Xero

A partir de
US$ 20,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

Starter: $20/month
Standard: $30/month
Premium: $40/month

Starter: $20/month
Standard: $30/month
Premium: $40/month

Relação qualidade/preço
4,2/5
Baseado em 1.896 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Xero

Recursos do Xero

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,2/5
Baseado em 1.896 usuários
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Categorias

Mais informações sobre Xero

Mais informações sobre Xero

Principais recursos do Xero

  • Access control
  • Ad hoc reporting
  • Assignment management
  • Auto-matching
  • Automated scheduling
  • Automatic backup
  • Automatic updates
  • Balance sheet
  • Bank reconciliation - auto import & code transactions
  • Billing & invoicing
  • Budgeting
  • Bulk imports
  • Business analysis
  • Business asset tracking
  • Business performance analysis
  • Cash coding
  • Cash flow management
  • Cashflow forecasts
  • Charting
  • Check printing
  • Contact history
  • Contact management
  • Convert from QuickBooks
  • Credit card processing
  • Currency conversion
  • Customer & supplier tracking
  • Customer database
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Dashboard - see bank balances, sales & bills
  • Data import
  • Data import/export
  • Data security
  • Depreciation & disposal
  • Depreciation calculation
  • Depreciation tracking
  • Document approval
  • Document management
  • Document storage
  • Document templates
  • Drag & drop interface
  • Electronic payments
  • Email integration
  • Email templates
  • Expense claims
  • Expense tracking
  • File & transaction storage
  • Files attachments
  • Financial management
  • Financial reporting
  • Fixed asset management
  • Free, unlimited email support
  • General ledger
  • Goal setting / tracking
  • Inter-company funds transfers
  • Inventory management
  • Inventory tracking
  • Invoice management
  • Invoice processing
  • Invoicing - create and send invoices automatically
  • Keyboard shortcuts
  • Manual journals
  • Mobile apps (iPhone, iPad, Android)
  • Mobile integration
  • Monitoring
  • Multi-currency
  • Order confirmation
  • Order management
  • Order tracking
  • Pay bills
  • PayPal & Stripe payments
  • Payment processing
  • Payroll management
  • Permission management
  • Price management
  • Profit / loss statement
  • Progress tracking
  • Purchase order management
  • Quick & easy 1099s
  • Quote management
  • Real time data
  • Real time reporting
  • Receipt management
  • Receive bills electronically
  • Recurring billing
  • Reimbursement management
  • Repeating journals
  • Retail inventory management
  • Sales & spending monitoring
  • Sales tax management
  • Search functionality
  • Smart lists
  • Status tracking
  • Stock management
  • Template management
  • Third party integration
  • Transaction history
  • Watch list

Vantagens

  • Keep accounting data safe and secure.
  • Access accounts online anytime from anywhere, even on the go using mobile devices (iPhone/iPad/Android) or tablet.
  • Get better visibility on cashflow with real-time data.
  • Reduce the time spent keeping accounts up to date.
  • Software updates are free and available when users log in.
  • Collaborate with the whole team and an accountant. Users decide what each person can see.
  • Seamless accounting and payroll in the US (selected states), UK, Australia and New Zealand.

  • Perguntas frequentes sobre o Xero

    Perguntas frequentes sobre o Xero

    Abaixo estão algumas perguntas frequentes sobre o Xero.

    P: Que tipo de planos o Xero oferece?

    O Xero oferece os seguintes planos de pagamento:

    A partir de: US$ 20,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Disponível

    Starter: $20/month Standard: $30/month Premium: $40/month

    P: Quais são os principais recursos do Xero?

    O Xero oferece os seguintes recursos:

    • Access control
    • Ad hoc reporting
    • Assignment management
    • Auto-matching
    • Automated scheduling
    • Automatic backup
    • Automatic updates
    • Balance sheet
    • Bank reconciliation - auto import & code transactions
    • Billing & invoicing
    • Budgeting
    • Bulk imports
    • Business analysis
    • Business asset tracking
    • Business performance analysis
    • Cash coding
    • Cash flow management
    • Cashflow forecasts
    • Charting
    • Check printing
    • Contact history
    • Contact management
    • Convert from QuickBooks
    • Credit card processing
    • Currency conversion
    • Customer & supplier tracking
    • Customer database
    • Customer history
    • Customizable branding
    • Customizable reporting
    • Customizable templates
    • Dashboard - see bank balances, sales & bills
    • Data import
    • Data import/export
    • Data security
    • Depreciation & disposal
    • Depreciation calculation
    • Depreciation tracking
    • Document approval
    • Document management
    • Document storage
    • Document templates
    • Drag & drop interface
    • Electronic payments
    • Email integration
    • Email templates
    • Expense claims
    • Expense tracking
    • File & transaction storage
    • Files attachments
    • Financial management
    • Financial reporting
    • Fixed asset management
    • Free, unlimited email support
    • General ledger
    • Goal setting / tracking
    • Inter-company funds transfers
    • Inventory management
    • Inventory tracking
    • Invoice management
    • Invoice processing
    • Invoicing - create and send invoices automatically
    • Keyboard shortcuts
    • Manual journals
    • Mobile apps (iPhone, iPad, Android)
    • Mobile integration
    • Monitoring
    • Multi-currency
    • Order confirmation
    • Order management
    • Order tracking
    • Pay bills
    • PayPal & Stripe payments
    • Payment processing
    • Payroll management
    • Permission management
    • Price management
    • Profit / loss statement
    • Progress tracking
    • Purchase order management
    • Quick & easy 1099s
    • Quote management
    • Real time data
    • Real time reporting
    • Receipt management
    • Receive bills electronically
    • Recurring billing
    • Reimbursement management
    • Repeating journals
    • Retail inventory management
    • Sales & spending monitoring
    • Sales tax management
    • Search functionality
    • Smart lists
    • Status tracking
    • Stock management
    • Template management
    • Third party integration
    • Transaction history
    • Watch list

    P: Quem costuma usar o Xero?

    Os clientes habituais do Xero são:

    Pequenas empresas, Sem fins lucrativos, Autônomos

    P: Em que idioma o Xero está?

    O Xero está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Xero oferece?

    O Xero tem os seguintes planos de preços:

    Assinatura

    P: O Xero é compatível com disponíveis móveis?

    O Xero é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Xero se integra com quais outros aplicativos?

    O Xero se integra com os seguintes aplicativos:

    Capsule, Entryless, FIVE CRM, Loc8, Payment Evolution, ProWorkflow, Receipt Bank, TriggerApp, Vend, WORKetc

    P: Que nível de suporte o Xero oferece?

    O Xero oferece as seguintes opções de suporte:

    Fórum, Base de conhecimento, Suporte online, Tutoriais em vídeo