Xero est un logiciel de comptabilité de petite entreprise basé sur le Cloud avec des outils pour gérer la facturation, le rapprochement bancaire, l'inventaire, les achats, les dépenses, la comptabilité et plus encore. Xero est l'alternative à QuickBooks. C'est un logiciel de comptabilité de petite entreprise moderne qui vit dans le Cloud. Il est accessible depuis n'importe quel ordinateur ou appareil mobile, rendant ainsi un processus de comptabilité plus intelligent et plus facile.
Le tableau de bord Xero présente aux utilisateurs une présentation claire et concise de leur situation financière. Il offre aux propriétaires de petites entreprises une meilleure compréhension de leur trésorerie en mettant en évidence les soldes bancaires, les factures en suspens, les factures à venir et les notes de frais d'une manière visuellement attrayante.
Se connecte avec plus de 500 applications professionnelles.
Xero s'intègre à une variété d'applications tierces couramment utilisées par les petites entreprises. Les données circulent directement dans le Ledger Xero, supprimant le temps et l'effort requis pour la saisie manuelle des données.
Rapprochement bancaire simple
Les transactions bancaires quotidiennes et par carte de crédit sont automatiquement importées dans Xero et correspondent à leur transaction comptable correspondante. Pour effectuer la réconciliation bancaire, il suffit de confirmer que le rapprochement est corrigé et en cliquant sur "OK".
Utilisateurs illimités gratuits
Chaque plan Xero est livré avec des utilisateurs illimités. Pas besoin de payer pour des licences supplémentaires. Collaborez avec vos collègues ou invitez un conseiller financier à consulter les données à distance et à obtenir de précieux conseils en temps réel !
Mises à jour automatiques et transparentes
De nouvelles fonctionnalités sont ajoutées fréquemment en fonction des opinions de leurs clients. Les mises à jour automatiques se produisent toutes les 3 à 6 semaines sur le cloud, pas sur le bureau.
Support illimité par e-mail
Xero offre un support par e-mail illimité et 24h/24 auprès d'un personnel expérimenté et compétent.
Convertir à partir de QuickBooks et Sage
Xero convertit les données QuickBooks et Sage gratuitement lorsque les utilisateurs s'inscrivent à un nouveau compte.
I use Xero in two roles in my life, one as an employee and the other for the accounting software for my husband's business.
In my work New Zealand schools use this software as it is relatively easy to learn, quite intuitive and uses cloud accounting, enables document uploads for accountants to view etc. Once well set up it is also fast to use on a day to day basis.
At home I assist my husband to reconcile our business transactions for our accountant. We don't have to go in to the accountant's office or email invoices etc as we can upload them to Xero for him to see. You can set up the dashboard to get an overall view of your business and how much money is owed to you, and bills you owe, how you are tracking month to month, and the balances of your accounts you have linked to Xero.
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.
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.
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.
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.
It is so easy to use but support has to come from Accountants who are not customer service or techies and who are not adequately compensated for their efforts. It is enjoyable to use and definitely does the basics very well.
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.
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.
I have been a Xero certified advisor for 8 years and actually returned the accounting profession because of Xero after deciding to leave because I felt the industry didn't understand delivering value to clients. Xero has been a catalyst for increasing the speed of change in the industry towards a value proposition model. Although like any system success with does come down to using it properly and being prepared to spend the time to understand how it works and to make the most of it, but Xero has been built so intuitively and they have
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.
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.
Full Disclosure: I am an accountant and I recommend Xero to many of my clients. When the expectations are in alignment with the capabilities of the software, then everyone is happy. People get into trouble with ANY software when they jump in thinking they know what it does and are then disappointed. All accounting and ERP software has limitations and Xero is no exception, but what it does, it does well. It provides payables, receivables, bank reconciliation and general ledger as its core functionality. There is a very capable estimating/quoting/order/ process that ties into AR invoices smoothly. But, the requisition/purchase/inventory side is very, very basic. In fact there are no requisitions and the purchase orders are so limited that I recommend you not use them. The inventory is only what is needed to make the sales side functional. So, if you need strong inventory support, you have to use a third-party add-on designed just for this purpose.
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.
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.
Voici quelques-unes des questions fréquentes sur Xero.
Types de licences disponibles pour Xero :
À partir de: 20,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Xero.
Utilisateurs habituels du logiciel Xero :
Auto-entrepreneurs, Non Profit, PME
Langues dans lesquelles Xero est disponible :
Types de licences disponibles pour Xero:
Appareils pris en charge par Xero :
Android, iPhone, iPad
Applications s'intégrant à Xero :
Capsule, Entryless, FIVE CRM, Loc8, Payment Evolution, ProWorkflow, Receipt Bank, TriggerApp, Vend, WORKetc
Ressources d'aide disponibles pour Xero :
Forum, Base de connaissances, Support en ligne, Tutoriels vidéo