Xero - Présentation
Description du logiciel Xero
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.
Belle conception
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.
Xero - Présentation
Prix
Types de licence
Xero - Fonctionnalités
Médias
Xero - Avis
Xero - Avis
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.
Solid platform
So far, it has been amazing. I have little to no complaints. Everyone that I have moved to Xero have told me thank you.
My investment in Xero didn't work out
I became Xero certified in 2016, I was very enthusiastic about the product at the time, and thought I would be building a practice using it. Unfortunately, the more I used it, the less well it worked for me, due to the reasons given above and more.
I also find the Xero portal for practitioners unnecessarily complex and difficult to navigate.
The company was always also assigning new account managers to me. I think I've met four or five in total.
Xero frequently asked me for feedback and I provided it several times, especially about my discontent with their reconciliation process, which I consider inadequate to my needs as a professional bookkeeper, and which I had seen cause significant problems for business owners trying to maintain their own file. Though I repeated this feedback over the course of several years, it hasn't changed. I realize I'm just one customer, and I don't know if others feel the same way or not. Anyway, in the end, I didn't want to work with this issue anymore.
Xero is an awesome bookkeeping solution for small business owners!
Xero is an awesome bookkeeping and accounting software solution for startups and small business owners. It is indeed a good match for business owners who know nothing about accounting in order to keep their books and to properly manage their finances.
From my own experience, I found that Xero is very user-friendly and its accounting interface is streamlined, almost seamless, and uncluttered. The Demo Company is very useful as you can manipulate data without worrying about messing up vital information in your practice company.
Xero’s accounting dashboard shows the snapshot of your business (i.e., bank balances and reconciling items, outstanding invoices, and bills, accounts on the watchlist, etc.) and fully customizable depending on your needs.
Quickbooks had been the leader of accounting software for small businesses for quite some time but Xero is becoming more popular because of its competitive offering and value proposition. Xero’s starting plan is very affordable and you have the option to add-on some features depending on your need. It also offers a basic inventory and fixed asset management functionality in all of its plans, which is very cool! And the best thing about Xero is the unlimited users allowed to access the financial information.
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.
Comparatif des alternatives : note globale
Comparer avec les alternatives
Affordable professional level accounting software for small business
Avantages
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
Inconvénients
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
Solid platform
So far, it has been amazing. I have little to no complaints. Everyone that I have moved to Xero have told me thank you.
Avantages
Xero is an accounting software that just works. I have used so many different platforms, and Xero has been the easiest and most reliable software I have found.
Inconvénients
1099 reports are too limited. Tracking categories are too limited. Support can phone it in when you first reach out to them, but if you set up a time to chat with someone they are extremely helpful.
My investment in Xero didn't work out
I became Xero certified in 2016, I was very enthusiastic about the product at the time, and thought I would be building a practice using it. Unfortunately, the more I used it, the less well it worked for me, due to the reasons given above and more.
I also find the Xero portal for practitioners unnecessarily complex and difficult to navigate.
The company was always also assigning new account managers to me. I think I've met four or five in total.
Xero frequently asked me for feedback and I provided it several times, especially about my discontent with their reconciliation process, which I consider inadequate to my needs as a professional bookkeeper, and which I had seen cause significant problems for business owners trying to maintain their own file. Though I repeated this feedback over the course of several years, it hasn't changed. I realize I'm just one customer, and I don't know if others feel the same way or not. Anyway, in the end, I didn't want to work with this issue anymore.
Avantages
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.
Inconvénients
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.
Xero is an awesome bookkeeping solution for small business owners!
Xero is an awesome bookkeeping and accounting software solution for startups and small business owners. It is indeed a good match for business owners who know nothing about accounting in order to keep their books and to properly manage their finances.
From my own experience, I found that Xero is very user-friendly and its accounting interface is streamlined, almost seamless, and uncluttered. The Demo Company is very useful as you can manipulate data without worrying about messing up vital information in your practice company.
Xero’s accounting dashboard shows the snapshot of your business (i.e., bank balances and reconciling items, outstanding invoices, and bills, accounts on the watchlist, etc.) and fully customizable depending on your needs.
Quickbooks had been the leader of accounting software for small businesses for quite some time but Xero is becoming more popular because of its competitive offering and value proposition. Xero’s starting plan is very affordable and you have the option to add-on some features depending on your need. It also offers a basic inventory and fixed asset management functionality in all of its plans, which is very cool! And the best thing about Xero is the unlimited users allowed to access the financial information.
Avantages
- 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
Inconvénients
- 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.
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.
Avantages
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.
Inconvénients
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.
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives
Xero - Prix
Xero - Prix
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives
Xero - Fonctionnalités
Xero - Fonctionnalités
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Xero - FAQ
Xero - FAQ
Voici quelques-unes des questions fréquentes sur Xero.
Q. Quels sont les types de licence disponibles pour Xero ?
Types de licences disponibles pour Xero :
À partir de: 12,50 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
Q. Quelles sont les principales fonctionnalités du logiciel Xero ?
Nous n'avons pas d'informations sur les fonctionnalités de Xero.
Q. Qui utilise Xero ?
Utilisateurs habituels du logiciel Xero :
PME, À but non lucratif, Auto-entrepreneurs
Q. Dans quelles langues Xero est-il disponible ?
Langues dans lesquelles Xero est disponible :
anglais
Q. Xero prend-il en charge les appareils mobiles ?
Appareils pris en charge par Xero :
Android, iPhone, iPad
Q. Avec quelles applications Xero peut-il s'intégrer ?
Applications s'intégrant à Xero :
Capsule, Entryless, FIVE CRM, Loc8, Payment Evolution, ProWorkflow, Receipt Bank, TriggerApp, Vend, WORKetc
Q. Quelles sont les ressources d'aide disponibles pour Xero ?
Ressources d'aide disponibles pour Xero :
Forum, Base de connaissances, Support en ligne, Tutoriels vidéo
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.