Xero Reviews & Product Details

I love Xero's simple and easy-to-use interface, which helps our team get their jobs done quickly. The new features like auto reconcile and bank feeds are really beneficial for us. I also love the reports; they're so customizable and clean, which helps me lead better conversations and ensure compliance. Additionally, Xero allows me to add columns, like a percentage of revenue, directly within the app, providing useful trends for client meetings. The integration with Wagepoint for payroll is amazing, and the setup was amazingly easy and well prompted for our clients. I appreciate the ease of getting data in from previous software using MoveMyBooks. Review collected by and hosted on G2.com.

I would like auto reconcile to have an option to be able to wait on receipts. Sometimes customers don’t get them in for a while or we are only engaged monthly. A customization that says to not reconcile any payments without receipt would be helpful. Review collected by and hosted on G2.com.

Managing ad spend across different platforms also requires a robust financial management process. Using Xero allows us to reconcile agency costs and vendor expenses at a much faster rate. Direct bank feed into Xero means automatically match agency/vendor expenses to the bank. Running a campaign expenses list through automated & recurring invoices is simply managed. Review collected by and hosted on G2.com.

Minor points of friction can be seen at times when handling foreign media vendors during deep multi-currency reconciliation. Too inflexible at advanced tracking categories to isolate within highly nested campaign structure, reporting suite needed to be highly customizable to get proper financial snapshot for the marketing audit. Review collected by and hosted on G2.com.

I like that Xero is easy to navigate, especially for beginners. Even users without prior experience can learn it quickly through the Learning Tab in Xero Central. Review collected by and hosted on G2.com.

One area that doesn’t work as smoothly for me in Xero is that certain features—such as multi-currency handling and advanced reporting—can feel a bit limited or unintuitive to use. The mobile app is convenient, but it sometimes lags and doesn’t always include the same functionality available on the desktop version. I also feel the dashboard could be more customizable, so I can surface and prioritize the metrics that matter most to me. Review collected by and hosted on G2.com.

I like Xero because it's easy to use and can generate reports for presenting data from my clients. I appreciate the feature called JAX, which suggests what transaction matches in the bank statement line. This is particularly helpful as my clients have lots of transactions, and it saves a lot of time by suggesting matched transactions based on previous ones. The setup was straightforward too, as it only involved importing data and the chart of accounts. Review collected by and hosted on G2.com.

I find JAX to be too aggressive sometimes, especially when it auto reconciles sales invoices that are mismatched. Another issue is when importing bank statements in a template, Xero sometimes puts data in the wrong column even though the template is correct. Additionally, there are times when I click a certain command, and Xero executes a different command. Review collected by and hosted on G2.com.

I use Xero to manage core bookkeeping, and what I like most about it is how it makes bank reconciliation quick and manageable. Bank transactions are imported regularly, and I appreciate that Xero suggests matches or applies rules for recurring transactions. This process saves me time on manual entry while maintaining an up-to-date view of cash flow, and it allows me to review and approve suggested reconciliations rather than relying on automation blindly. Additionally, the integration of other tools, like bank feed and payment tools, along with receipt/document capture tools, makes reconciliation and record-keeping easier. Review collected by and hosted on G2.com.

One area that could be improved is reporting customization. The standard reports are useful, but when I need a very specific breakdown or a more tailored view of expenses and performance, I may need to export the data to Excel and do extra work there. Also, the automated bank-feed and matching suggestions are helpful most of the time, but they still need checking, especially for unusual transactions or payments that do not fit an existing rule. It would be better if the system made exceptions and potential mismatches easier to spot at a glance. Review collected by and hosted on G2.com.

I use Xero to manage all the billing and expense tracking for my client-based business. It makes it easy to create invoices for ongoing projects, set up and schedule recurring invoices, and send automated payment reminders to clients. I can also snap photos of receipts to record expenses while I’m on the go. On top of that, I use Xero to run basic profit-and-loss reports so I always know how the business is performing from month to month. Review collected by and hosted on G2.com.

While the platform itself is great, the pricing has steadily increased over the past couple of years, which can feel a bit steep for a freelancer or solo business owner. I’d love to see a more budget-friendly tier aimed at independent contractors who don’t need advanced corporate features but still want unlimited invoicing. Review collected by and hosted on G2.com.

Pricing, seamless integrations with things like bill pay and now payroll, wide coverage for bank connections. The ability to create custom reports and apply them across all clients is fantastic. Review collected by and hosted on G2.com.

Not as well known in the US so not everyone is familiar with using it. It requires more of a learning curve for our clients. There aren't as many apps built to connect to it since Intuit is the market leader for now. Review collected by and hosted on G2.com.

I love Xero's simple interface, real-time financial updates, and how easily it keeps my business finances organized in one place. Its smooth bank integration and automatic transaction updates make tracking expenses, invoices, and cash flow easier, while easy invoicing makes everyday accounting simple and stress-free. It saves me time, reduces manual work, and helps prevent errors. I also found the initial setup fairly easy and straightforward. Review collected by and hosted on G2.com.

I think some features could be more affordable. I also run into occasional syncing delays, and I’d like more customization options. Review collected by and hosted on G2.com.

The best thing about Xero is how simple and intuitive it makes financial management, even for non accounting users. The UI is clean, easy to navigate and doesn't feel overwhelming. I especially like the automates bank feeds, easy invoicing, and ability to access everything from anywhere which makes day-to-day book keeping much faster.

Xero's integration with payment platforms, payroll tools and third party business applications are also very useful because they reduce manual work and keep data synchronized. Performance has been reliable, and cloud based platform makes collaboration seamless across teams. From pricing and ROI perspective, it offers strong value by saving time on repetitive accounting tasks. The onboarding experience is straight forward, and help resources and customers support are helpful. I also appreciate the smart AI features that simply reconciliations and reporting, making financial processes more efficient and accurate. Review collected by and hosted on G2.com.

One thing i dislike about Xero is that the certain features aren't always intuitive for the first time users. also, some advanced accounting functions or add on can increase costs over time. Review collected by and hosted on G2.com.

I love how Xero makes day-to-day accounting easy. The automatic bank reconciliation, simple invoicing, expense tracking, and clear reports are particularly useful for me. It saves time and provides a quick overview of my business finances. I also enjoy the cleaner interface, easier bank reconciliation, better automation, and straightforward invoicing compared to the product I used before. Additionally, I appreciate the integration with my banks, payment platforms, and expense management software, which helps keep transactions updated automatically and reduces manual data entry. Review collected by and hosted on G2.com.

I find some features of Xero confusing at first, especially for new users. I feel the reporting could be more flexible, and I experience frustration with occasional bank-fees syncing issues when reconciling transactions. Review collected by and hosted on G2.com.