PROS & CONS
What are the best aspects of this product?
I love the feel of it. The bank connections are amazing for real timeinformation and I love having the app on my phone to get things done (invoicing / bank rec) on the go.
What aspects are problematic or could work better?
The yodlee feeds in Canada need improvement however i think this is more a archaic bank problen than a Xero issue. They work well but need to be refreshed once a month somtimes more.
What features/services would you like to see in future versions of this product?
Canadian payroll. But Wagepoint and Payment Evolution are great integrations.
What specific problems in your company were solved by this product?
The connection and proximity (virtually) Xero has allowed for me to have with my clients has been phenomenal. We can both hop on and chat about where they are at while looking at the same live data and up to date books. My advice is 100X better becayse the information is nore current and better quality since I can lend a hand easily for any entry related questions.
Are you a current user of this product?
How long have you been using this product?
What is your company size?
What is your industry?
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
What software did you use before?
I have had experience in many softwares. Before the cloud Sage was my go to.
Why did you decide to change it?
Real time information and building ERPs custom to a small business as they need it.
Are you satisfied with the change?
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
How many people in your company actively use this product?
What is the primary use of this product in your company?
EFFECT ON BUSINESS GOALS:
How did using this product affect your business goals?
- It improved data accuracy by taking out the human error factor in calculations.
- It automates and streamlines calculations and workflows.
- It helps in organization and accessibility of data.
- It offers access to and analysis of accounting reports.
- It enables seamless accounting data sharing.
PRICING & COSTS
What is your total annual cost for using this product?
How long is your contract with the vendor?
Did you get any discount for this product? How much?