Xero Features

Based on 255 Xero reviews. Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements 251 reviewers of Xero have provided feedback on this feature.

Based on 239 Xero reviews. Automatically assigns categories/accounts based on past entries and credit card statements

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. 241 reviewers of Xero have provided feedback on this feature.

Based on 230 Xero reviews. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Based on 226 Xero reviews. Enables easy entry of expenses in other currencies and converts to expense report currency

As reported in 236 Xero reviews. Integrates with corporate or personal credit cards (import or bi-directional)

Can book Flights, Hotels, and Rental cars directly from software. This feature was mentioned in 213 Xero reviews.

Creates travel itineraries based on booking This feature was mentioned in 206 Xero reviews.

As reported in 204 Xero reviews. Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. 208 reviewers of Xero have provided feedback on this feature.

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. This feature was mentioned in 241 Xero reviews.

Based on 229 Xero reviews. Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately This feature was mentioned in 229 Xero reviews.

Based on 229 Xero reviews. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

As reported in 206 Xero reviews. Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes 201 reviewers of Xero have provided feedback on this feature.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 228 reviewers of Xero have provided feedback on this feature.

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 228 reviewers of Xero have provided feedback on this feature.

Based on 225 Xero reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies This feature was mentioned in 214 Xero reviews.

As reported in 234 Xero reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 187 Xero reviews. Complies with PCI security standards

Access pre-built and custom reports and dashboards. This feature was mentioned in 247 Xero reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 217 Xero reviews.

Based on 208 Xero reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 234 Xero reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 218 Xero reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet. 188 reviewers of Xero have provided feedback on this feature.

Based on 718 Xero reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 692 reviewers of Xero have provided feedback on this feature.

Based on 743 Xero reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 650 Xero reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 751 Xero reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 704 Xero reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Offers embedded AI/machine learning 191 reviewers of Xero have provided feedback on this feature.

Based on 194 Xero reviews. Provides workflow for complex approval structures

Based on 766 Xero reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Based on 727 Xero reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Based on 738 Xero reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

Based on 785 Xero reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.

As reported in 689 Xero reviews. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Based on 706 Xero reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections

Based on 684 Xero reviews. Steamlines data entry by auto populating recurring or predefined vendor values

Based on 741 Xero reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Based on 713 Xero reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 645 Xero reviews.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. This feature was mentioned in 645 Xero reviews.

Based on 633 Xero reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.

Based on 664 Xero reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Based on 697 Xero reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.

Based on 757 Xero reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Based on 680 Xero reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll

As reported in 682 Xero reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting

Based on 780 Xero reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Based on 757 Xero reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Based on 670 Xero reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 770 Xero reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 724 Xero reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

As reported in 648 Xero reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 679 Xero reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Provide integration with accounting and financial management software This feature was mentioned in 248 Xero reviews.

Integrate with payment gateways and enterprise payments software This feature was mentioned in 241 Xero reviews.

Based on 231 Xero reviews. Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices This feature was mentioned in 241 Xero reviews.

As reported in 235 Xero reviews. Provide integration with accounting and financial management software

Integrates with other payments software This feature was mentioned in 229 Xero reviews.

Based on 217 Xero reviews. Deliver integrations with accounting modules of ERP systems

Based on 106 Xero reviews. Manage and track all inventory records across warehouses and retail locations through a single unified database.

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards. 107 reviewers of Xero have provided feedback on this feature.

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions. 106 reviewers of Xero have provided feedback on this feature.

As reported in 103 Xero reviews. Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Automatically adjust inventory for product bundles, kit orders, and product variations within the system. This feature was mentioned in 103 Xero reviews.

As reported in 107 Xero reviews. Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. This feature was mentioned in 105 Xero reviews.

As reported in 104 Xero reviews. Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

Based on 106 Xero reviews. Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

As reported in 106 Xero reviews. Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

Provide standard invoice templates that can be customized by users This feature was mentioned in 245 Xero reviews.

Based on 245 Xero reviews. Ability to convert invoices to digital formats such as PDF

As reported in 240 Xero reviews. Automatically generates invoices at pre-defined time intervals

Based on 237 Xero reviews. Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention 237 reviewers of Xero have provided feedback on this feature.

Allow users to consolidate multiple invoices into one This feature was mentioned in 235 Xero reviews.

As reported in 244 Xero reviews. Match invoices with purchases and sales orders, as well as with payments

Track invoices based on due dates to identify overdue payments 237 reviewers of Xero have provided feedback on this feature.

Based on 238 Xero reviews. Analyze variations between incoming and outgoing cash

As reported in 225 Xero reviews. Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments This feature was mentioned in 240 Xero reviews.

Based on 614 Xero reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Based on 634 Xero reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.

Based on 603 Xero reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Based on 670 Xero reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 607 Xero reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 572 Xero reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions

Based on 599 Xero reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data

Based on 623 Xero reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based

Based on 611 Xero reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments

Based on 580 Xero reviews and verified by the G2 Product R&D team. Automatic scheduling to ensure that revenue is recognized at the proper time

Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving This feature was mentioned in 101 Xero reviews.

Allows users to sync inventory across multiple stores, marketplaces, and warehouses This feature was mentioned in 101 Xero reviews.

Based on 101 Xero reviews. Allows users to connect sales channels to specific warehouses.

Allows users to manage all thier clients on one system This feature was mentioned in 101 Xero reviews.

Based on 101 Xero reviews. Allows users to connect marketplaces for each client

Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size This feature was mentioned in 100 Xero reviews.

As reported in 102 Xero reviews. Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

As reported in 101 Xero reviews. Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Based on 99 Xero reviews. Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. This feature was mentioned in 100 Xero reviews.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. 100 reviewers of Xero have provided feedback on this feature.

Based on 559 Xero reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.

Based on 545 Xero reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.

Based on 586 Xero reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 599 Xero reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Based on 225 Xero reviews. Provide standard invoice templates that can be customized by users

As reported in 230 Xero reviews. Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals 231 reviewers of Xero have provided feedback on this feature.

As reported in 222 Xero reviews. Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices 223 reviewers of Xero have provided feedback on this feature.

As reported in 226 Xero reviews. Manage invoicing for different types of products or services

Uses AI to automatically input data from receipts, invoices, and other documents 432 reviewers of Xero have provided feedback on this feature.

Based on 433 Xero reviews. Uses AI to generates, send, and track invoices

As reported in 433 Xero reviews. Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Based on 431 Xero reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns 429 reviewers of Xero have provided feedback on this feature.

Based on 426 Xero reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Based on 434 Xero reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements

As reported in 433 Xero reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances This feature was mentioned in 425 Xero reviews.

As reported in 426 Xero reviews. Uses AI to analyze data to identify trends and make predictions

As reported in 419 Xero reviews. Enables synchronization of accounting data across devices in real-time

Based on 413 Xero reviews. Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables This feature was mentioned in 417 Xero reviews.

Allows users to view and update certain data without an internet connection This feature was mentioned in 389 Xero reviews.

As reported in 414 Xero reviews. Allows users to capture and upload expense receipts directly from mobile devices

Based on 415 Xero reviews. Enables creation, editing, and sending of invoices

Based on 387 Xero reviews. Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input This feature was mentioned in 136 Xero reviews.

Capability to perform complex tasks without constant human input 126 reviewers of Xero have provided feedback on this feature.

Works across multiple software systems or databases 127 reviewers of Xero have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 146 Xero reviews.

As reported in 147 Xero reviews. Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting 148 reviewers of Xero have provided feedback on this feature.