Xero Reviews & Product Details

What I like most about Xero is how simple it feels once you start using it. Even if you are not deeply experienced in accounting, the interface is easy to understand and most features are straightforward to find. Bank reconciliation, invoices, and financial information are organised well, which makes everyday work much easier. Review collected by and hosted on G2.com.

Sometimes the platform feels a little slow, and a few workflows take more steps than I expect. I also think the AI features could understand the user's intention better and provide more contextual suggestions instead of just basic assistance. Review collected by and hosted on G2.com.

Xero works well for my daily financial needs because I can understand the information easily without digging deep into the finance terms. Dashboard, on the other hand, is relatively clean to check on invoice status, expenses, payments, reports without digging into multiple sub menus. In addition, having everything in one place really helps the coordination within finance and business team. Review collected by and hosted on G2.com.

Certain more advanced reporting and customizations options could be more flexible. When I need a report for a particular internal workflow, it can take a while to grasp how to set up the report exactly how I need it. Several of our workflows are a bit more convoluted than I'd like. Review collected by and hosted on G2.com.

What I like most about Xero is that it’s a cloud-based accounting system, which means I can access it and work from anywhere as long as I have an internet connection. The interface is very user-friendly and easy to navigate, making my day-to-day accounting tasks more efficient. I also appreciate how convenient it is to upload documents and invoices directly into the system. On top of that, it generates financial reports quickly and accurately, which helps me save time and stay organized. Review collected by and hosted on G2.com.

If I had to point to one drawback, I’d say some of the more advanced reporting features can feel a bit challenging for new users to learn at first. That said, once you get familiar with the system, it becomes easy to use and works very well for everyday, day-to-day accounting. Review collected by and hosted on G2.com.

What I like best about Xero is hands-down the bank reconciliation. It’s honestly a game-changer. The bank feeds pull in so cleanly and the matching is super smart and fast — it has saved me hours every single month compared to what I used to deal with. Everything just works smoothly and feels really modern and intuitive. Review collected by and hosted on G2.com.

No phone support — Everything goes through email, chat, or help articles. When something goes wrong (especially with bank feeds or logins), many users get frustrated by the lack of a direct phone line. Review collected by and hosted on G2.com.

I like Xero for its clean opinionated UI and the bank reconciliation flow. It's great for addressing manual data entry issues in spreadsheet books, and it's accurate in displaying the current cash position, what’s owed, and what you owe today. Xero helps with chasing payments and creating new content. I appreciate the multi-person access feature and that it’s compliant ready. The initial setup was really easy. Review collected by and hosted on G2.com.

I find the lack of automated bank feeds means I am retyping every transaction from a bank statement into the books. Then I'm hunting down the ones that match. That's hours a week of work that produces nothing except a record that's already out of date by the time it's finished. Automated feeds and reconciliation rules could turn that into a review task instead of a typing task. Review collected by and hosted on G2.com.

I find Xero very convenient and easy to use, especially when it comes to printing reports for clients. I like how it does everything, from reconciliation to printing out financial reports, which is great. I appreciate the customization options for financial statements like profit and loss and balance sheets, allowing me to tailor them according to client needs. It's handy that we can customize the names of the companies and how we present the profit and loss and balance sheets. That's what I really like about it. Review collected by and hosted on G2.com.

I would like Xero to help with opening two companies at the same time in the same tab. Because if we want to open another company, we have to close one first, which is inconvenient. It would be great if it allowed us to open at least two companies on the same platform. Review collected by and hosted on G2.com.

I like Xero's usability. It's not designed for accountants but for the average business owner who doesn't have an accounting background or isn't good with numbers. It has the functionality of a top-tier small business accounting system. Yet, user interface is crafted for someone who might not know accounting terms like debit or credit but understands spending and receiving money. Xero makes training our employees much easier, allowing us to hire people without extensive accounting backgrounds. The software is usable across multiple departments, not just accounting, which adds great value to our operations. Setting up Xero was pretty easy, with a walkthrough process that allowed us to get started by just following prompts and instructions. It didn't take as much time as we had anticipated. I think it's the best small business accounting software out there. As a developer, Xero is unmatched in its open API and ability to plug in existing client software solutions. Review collected by and hosted on G2.com.

The biggest issue with Xero, which I think is common across many softwares, is their bank feed functionality. It works for all of the bigger banks and some of the midsize or regional banks, but the smaller the bank's footprint, the more unlikely you are to get a feed. So sometimes the bank feeds can get pretty frustrating. Review collected by and hosted on G2.com.

I use Xero for keeping the books of my clients, and it helps me get useful reports to show them how they're performing on a monthly basis. I like that it is user-friendly but still has a lot of customizations that I can utilize to adapt the reports and software to fit my needs. I enjoy the automation and AI features that are being rolled out because they help to save me time. It was easy to figure out how to use Xero, even though I'm not the one who transitions clients. Review collected by and hosted on G2.com.

One thing that doesn't work as well for me in Xero is the contact page. When you click on a contact, you can't see how all transactions have been categorized in the past. You have to open each one manually, which can be a bit cumbersome. Review collected by and hosted on G2.com.

I like the fixed asset feature in Xero. You can enter all assets under the module, link them with GL accounts, and it calculates the depreciation and amortization monthly. This gives me a reconciliation report to confirm if my balance sheet is correct, and I don't need to maintain fixed assets in Excel or other software. I also appreciate that Xero serves as one platform that integrates with others smoothly. Setup was pretty easy too. Our firm likes Xero better, and we chose to partner with them. Review collected by and hosted on G2.com.

I don't like the bank feeds because there's a limited volume of transactions, and the bank link often breaks. I've heard you're working on it, so I hope it improves soon. Review collected by and hosted on G2.com.

Honestly, what I like most is how it just gets out of your way. The bank feeds pull in automatically and reconcile in a couple of clicks, invoicing is quick to set up and customize, and the dashboard gives a clear real-time picture of cash flow without me having to dig through reports. It also plays well with the other tools we use integrations are smooth, so data doesn’t need to be re-entered or double-checked constantly. For someone who isn’t a trained accountant, it makes day-to-day bookkeeping feel manageable instead of intimidating. Review collected by and hosted on G2.com.

Performance is my main gripe. It gets noticeably sluggish when I’m pulling up large or multi-year reports, and switching between panels sometimes lags more than it should. Pricing has also crept up recently, and a few features that feel pretty basic are locked behind the higher tiers, which stings a bit as a smaller business. Support is decent overall, but it leans heavily on email, so anything urgent or more complicated can take longer to resolve than I’d like. A live chat option would go a long way. Review collected by and hosted on G2.com.