# Xero Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Xero the right Billing and Invoicing solution for you? Explore 3298 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/120109/Xero/reviews --- Xero 4.4 (3298) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 15th, 2026 # Reviews of Xero Ease of use 4.4 Customer Service 4.0 ## Pros and Cons in Reviews Intuitive and accessible platform 92% positive reviews out of 396 Most reviewers describe ease of use as a key benefit, highlighting Xero’s intuitive layout, simple navigation, and user-friendly design that streamlines daily accounting tasks for individuals and teams. Recurring technical glitches 55% negative reviews out of 133 Some users comment on bugs and issues, mentioning crashes, syncing problems, and unresolved errors that disrupt workflow and require manual intervention or lengthy troubleshooting. Danielle T AP, AR, Payroll, 11 - 50 employees. "When you have more than one entity i find that you cant look at two company files at the same time one kick s the other one out and then it crashed TAHT is sooooo annoying as i have to have atleast 2 entitoies open everye day" Comprehensive financial oversight tools 91% positive reviews out of 214 Most reviewers find financial management features valuable, emphasizing real-time reporting, robust analytics, and streamlined processes for tracking cash flow, budgeting, and overall business health. tamim H maneger, 1 employee. "Comprehensive Reporting: The robust reporting tools provide detailed insights into financial performance, helping businesses make informed decisions and maintain healthy cash flow" Slow and limited support options 81% negative reviews out of 114 Most users report email support is slow, lacks phone or live chat, and leads to frustrating delays resolving urgent issues, especially when complex problems require back-and-forth communication. Stephanie F Owner, 2 - 10 employees. "Not able to talk to a support representative live; having to submit a case means a delay in resolving issues" Efficient bookkeeping automation 89% positive reviews out of 173 Most reviewers indicate bookkeeping is simplified by Xero’s organized document storage, automated reconciliation, and accessible tools that reduce manual work and save time for small businesses. Jessica H Bookkeeper, 51 - 200 employees. "Very intuitive web-based accounting software to perform all bookkeeping requirements, user friendly." Restrictive multi-currency functionality 53% negative reviews out of 59 Some reviewers describe multi-currency as limited, citing costly access, missing features, and difficulties handling foreign transactions or reporting in multiple currencies. ## Showing most helpful reviews Showing 1-25 of 3298 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Abbey W. owner, founder Retail Used the software for: 2+ years ### "Simple to use and learn and still robust!" January 20, 2026 5.0 I've tried a few bookkeeping programs and either they didn't have enough features to be useful or they were so overly bloated, it made it difficult to do basic tasks or get simple reports on the health of my business. Xero threads the needle perfectly, being simple to use and get the information I need while still being robust enough to fill all of my business needs. Pros Xero is very affordable and the learning curve is much lower than other bookkeeping programs. The reporting dashboard gives me the information I actually need and it's a breeze to hook up my accounts. Cons Sometimes my accounts disconnect randomly and it takes a little bit to get them synched up again without missing any transactions or having them appear more than once. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/)[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[Harvest](https://www.capterra.com/p/75598/Harvest/) Reason for choosing Xero These products, while affordable, didn't offer all the features. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Quickbooks was too expensive and complicated to use Review Source MR Meredith R. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great experience using Xero for small business accounting" May 1, 2026 5.0 Very positive, and I’m very glad we made the switch. The switch from another program took some effort but it’s been pretty straightforward ever since. Pros Extremely affordable cost and the functionality is right up there with other name-brand programs. My accountant loves it and funds it very intuitive. Cons Honestly, not much. There were a few minor challenges with account setup but xero’s support team was very responsive Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Quickbooks was expensive and not very user friendly Review Source AB Andrew B. Owner Business Supplies and Equipment Used the software for: Less than 6 months ### " Why I Won’t Use Xero Again After This Billing Experience" May 22, 2026 1.0 Pros I personally could not find any meaningful positives during my experience with the platform. I also encountered issues where account balances and financial information did not always appear accurate or clear, which reduced my confidence in the software overall. Cons I’m honestly still shocked by this experience and wanted to share it so others are aware before signing up for one of Xero’s promotional offers. I signed up during a 100% off for 6 months promotion. After the promotional period ended, billing resumed automatically on an account I was no longer actively using. I didn’t realize charges were continuing until multiple payments had already processed. As soon as I discovered it, I contacted support and explained the situation. I wasn’t demanding anything unreasonable — I simply asked whether they could provide some level of goodwill refund or adjustment considering: the account was inactive, I caught it shortly after discovering the charges, and I had not continued actively using the platform after the promo ended. What surprised me most was the overall experience afterward. There was no phone support option available, and I couldn’t even properly access my own account to manage the cancellation until I enabled two-factor authentication. The cancellation process itself was much more difficult than expected. After escalating the issue, their billing team ultimately told me: they do not monitor account activity, they do not send reminders before promotional pricing expires, and subscriptions continue indefinitely unless manually canceled. Technically, I understand they can point to the terms of service. But from a business perspective, I genuinely do not understand burning a potential long-term customer relationship over roughly $150 on an inactive account instead of showing some flexibility or goodwill. Review Source TO Thomas O. Group Financial Controller Accounting Used the software for: 2+ years ### "A time saver which has formalised out processes, but minor concerns over functionality and fees" March 1, 2026 4.0 We have leveraged Xero to speed up and formalise the controls around finances and accounts preparation. For smaller entities with few transactions it can be a challenge to justify the fees, but having cloud based software is very handy where we have multiple infrequent users vs manging installed software. Pros With Xero we can automate recurring quarterly billing, speeding up the process vs manual invoicing. For audited entities it is very easy to give read only access to Xero to the audit team, which is a significant time saver. It is very easy to link Barclays bank accounts - transactions feed into Xero regularly making it easy to reconcile transactions without the manual process of logging into the bank portal. Cons No in house consolidation between companies. Slight concerns over pricing prices / frequent price increases, for most entities Xero is reasonable value for money, but we have an entity we are not migrating to Xero as it has a USD bank account which would require a premium (more expensive) Xero package. Xero's budgeting / forecasting functions doesn't work correctly for us (changes not saved and budgets not populating correctly) and so we still maintain budgets on spreadsheets. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing Xero Pricing and reputation of Xero. Our external bookkeepers are familiar with Xero. Review Source VR Verified Reviewer Treasury Accountant Food & Beverages Used the software for: Less than 6 months ### "Efficient and User-Friendly Accounting, with Minor Limitations for Advanced Needs" April 12, 2026 4.0 My overall experience with Xero has been very positive, especially for managing day-to-day accounting tasks efficiently. The platform is easy to navigate, and features like bank reconciliation, invoicing, and real-time financial tracking make routine processes much quicker and more organized. It’s particularly useful for keeping everything in one place without needing multiple tools. At the same time, I’ve found that for more complex requirements, like detailed reporting or advanced customizations, it can feel a bit limited and sometimes requires workarounds using external tools. Despite that, for regular accounting needs and overall usability, it’s a reliable and user-friendly solution that has significantly improved workflow efficiency. Pros What I like most about Xero is how intuitive and time-saving it is for day-to-day financial management. The dashboard gives a clear, real-time view of cash flow, bank balances, and outstanding invoices, which makes decision-making much easier. I’ve found the bank reconciliation feature especially efficient, it automatically matches transactions and significantly reduces manual effort. The invoicing function is also smooth, with easy customization and quick sharing options, which helps streamline client interactions. That said, while it’s great for standard accounting needs, it can feel slightly limited when dealing with more complex reporting or highly customized requirements. Overall, it strikes a good balance between usability and functionality, especially for small to mid-sized businesses looking for a reliable, cloud-based accounting solution. Cons What I like least about Xero is that some of its advanced features can feel limited, particularly when it comes to highly customized reporting or complex financial analysis. For example, generating detailed, tailored reports often requires exporting data to Excel, which adds an extra step. I’ve also noticed that as transaction volume increases, the platform can occasionally feel slower, especially during bank reconciliation or when loading reports. Additionally, certain features like multi-currency handling or more advanced integrations, are only available in higher-tier plans, which can make it less cost-effective for growing businesses. Review Source Bryce M. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Xero application fees are a hidden 2.9 - 4.4% fee on when providing a payment gateway for stripe." February 7, 2026 2.0 I feel as if I've been scammed by xero out of 3-4% of my income on top of their monthly fee as a hidden surcharge for doing business using them. I am upset by having to look for an alternative solution in the middle of my work month after stumbling on this and seeing no effort to rectify from xero's side or justification for the fees they're just there without notice, recourse or warning. Pros Payment gateway set up was easy. Initial set up was fairly simple. I like that invoicing customers is simple enough. As a consultant, I found that valuable. The dashboard was complicated though and getting specifically to my customer payments not intuitive. Cons I feel I was cheated by them. They were charging anywhere from 2.92 - 4.42% in "xero application fees" on top of the stripe fees for stripe's payment processing. I only saw these fees once I went into my stripe portal to process a refund after a month. It's not even a standard rate and the variance isn't based on dollar amount, it doesn't make any sense. This means in order to process a client's payment through xero and stripe, I'm paying anywhere from 6-10% in fees with stripe and xero combined. None of these fees were explained up front from Xero's end though stripe's certainly were. Just googling "xero application fees on stripe" I find I'm not the first or even the first dozen to raise this problem and none of the raised responses on their message boards lead to a resolution. I'm now being forced to research another payment portal provider in the middle of the month because I refuse to send this last month's invoices and pay 10% in fees to xero for it. As I look into other applications like quickbooks, they don't charge fees for payment portal, I've gotten no explanation from xero as to why they do. Furthermore, stripe allows payment processing fees to be passed onto the client, this fee is yours as a xero customer whether you like it or not. Switched from [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) I only needed a payment portal and monthly invoice system, freshbooks was trying to be an all-in-one solution and not doing it "all" effectively. I switched to xero because my primary client had other consultants who were also on xero and I wanted to ensure I was sending similar invoices that wouldn't be jarring to the client. Review Source JC Jasmine C. Accountant Accounting Used the software for: 2+ years ### "Perfect for small businesses" April 22, 2026 5.0 Xero is one of the best accounting softwares I have used. It's very user friendly and perfect for small businesses. The limitation is for bigger businesses that have multiple subsidiaries, however for small businesses wanting to manage everyday accounting, it's the perfect choice. Pros It's very user friendly. The bank feeds, journals, AP and AR function are all very straightforward and the layout is nice to use. Cons Importing the chart of accounts can get a bit complicated, but that's expected. There's not much else I don't like. Review Source NK Navpreet K. Manager and CPA Accounting Used the software for: 1-2 years ### "Simple and easy to use" May 20, 2026 5.0 My overall experience is that the cloud-based system allows users to access their financial information from anywhere, and its integration with many third-party apps makes workflow management much more efficient for reporting and any other tasks. It can be accessible through mobile. Pros Xero is an excellent accounting platform for small and medium-sized businesses. I really like its clean and easy-to-use interface, which makes invoicing, expense tracking, payroll, and bank reconciliation simple to manage. Cons One thing I like less about Xero is that some advanced accounting features can take time to learn for new users. In addition, customer support response times may occasionally be slower during busy periods, and certain features may require higher-priced plans. Review Source RT Rachel T. Accounts Administrator Construction Used the software for: 2+ years ### "Xero Review" May 17, 2026 4.0 Overall, I find Xero very easy to use and it produces the reports we need well. Xero keeps us well informed with changes. Pros Bank reconciliations are quick and easy with the "match" function which easily allocates receipts. Being able to memorise bills also saves time entering. Cons Lately there have been some software issues which slowed things down, but these happen rarely. Overall performance is great. Review Source AP Alissa P. AGENT Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Simple and Reliable Accounting Made Easy" April 12, 2026 5.0 It’s a reliable and user-friendly accounting platform that makes day-to-day financial management easy and efficient. It’s a great option for businesses looking for a simple but powerful solution. Pros Very easy to use and makes managing finances simple. The invoicing and reporting features are strong, and the dashboard gives a clear overview of everything in one place Cons There are occasional minor bugs, but nothing that significantly impacts use. Customer service slow at times. Review Source LR Lisa R. Office manager Utilities Used the software for: 1-2 years ### "Xero for Invoicing and reporting" October 16, 2025 5.0 Overall I like the flexibility of the invoicing and reporting within Xero. We do not use the online payment option, yet. I would highly recommend. Pros The process for entering invoices and tracking what we are billing is very easy. I can easily pull reporting (balance reports, invoices, profit and loss, etc). This software is a great value for the money. I have not experienced any bugs or issues. Cons The reason I originally did not use Xero was because our bank does not connect with Xero. Our accountant manually adds the data from the bank. This is on my bank though, not Xero. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) The new account used Xero and not quickbooks. It didn't take me long to adjust. Review Source MC Matthew C. Director Machinery Used the software for: 2+ years ### "Xero - a great fit for our small business" December 15, 2025 5.0 In the more than 5 years we have been using the software, our experience with Xero has been overwhelmingly positive. The improvements and new features that have been added in that time have been relevant and well implemented Pros For us as a small manufacturing company that exports its products worldwide, Xero has proved to be an excellent fit with our needs. It integrates seamlessly with our bank accounts in multiple currencies, as well as our MRP system. The VAT reporting makes submitting VAT returns a very straightforward process. The product is simple to use and all members of our team are comfortable with it. Overall, it provides a high degree of functionality at a very reasonable price point. Cons My only complaint would have been that tools for visualising your financial data were a little thin on the ground, but the new analytics features seem to have addressed this. Alternatives considered [Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing Xero Had all the features we needed at a reasonable price Review Source JL John L. CEO Computer Software Used the software for: 6-12 months ### "Game changing accounting solutions" July 25, 2025 5.0 Xero has become a standard tool I use to understand my business performance since incorporation and a tool I believe I will continue to use at least until my business scales to the next level and I need to put other plans in place in terms of managing my business accounts and reporting. At the moment this is just me as a solo founder, I would love if Xero could also facilitate this transition for scaling businesses with a scale up or expansion onboarding aspect to ensure that practices and requirements for accounting are always easily accessible. Overall I think that I couldn't have picked a better tool, though I am financial literate I am not a chartered accountant yet I feel Xero has allowed me a much more effective way to stay close to my company financial performance, even greater than relying on outsourcing to a more expensive professional in the traditional route. Pros Xero onboarding and low cost entry point for start-ups and first time users give the perfect opportunity to validate the value of this platform. It takes times to understand and know if an accounting service provider is giving you what you need and the onboarding process did exactly this for me and my business. Once I had my integrations set up with my bank for transaction tracking managing my company accounts has been easy, I've been able to easily issue and track invoices for my customers as well as ensure that my accounts are to hand when it comes to VAT and other government reporting requirements relating to financial statements preparations. Cons Xero offers great integrations and really high value use for retrospective accounting. It seems that there is a real opportunity for the team to offer forecasting tools and predictive scenarios to help business owners to plan for their upcoming financial quarters and years ahead. This can be benchmarked or leveraged at a later stage using historical data that is entered into the platform. At the moment I find that I can best deliver this analysis outside the platform however I think that there is place inside the service to manage this aspect of running my business. Alternatives considered [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing Xero After reading various different reviews and looking at the development trends it seemed to me that although the products were equivalent at the time of my selection Xero seemed to be developing and improving their product at a faster rate. They also offered a very strong discounted joining period to allow the use case to be explored without too much financial pressure. Review Source EW Elizabeth W. Finance team Non-Profit Organization Management Used the software for: 2+ years ### "Xero: user-friendly and a great tool all round" June 20, 2025 5.0 The transition was smooth from our former system and has been very straight forward since we started using it. Pros The option to tailor the system exactly to the needs of our team, the clear and well laid out user interface and the direct connection with the bank accounts, making reconciliations quick and easy. Minimal training was required to get people to the standard needed for basic day to day tasks. Cons Nothing to note! All team members are very happy with this system and are really comfortable using it. Alternatives considered [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing Xero Best option to meet the needs and functions of our team. Review Source VR Verified Reviewer Associate operations manager Hospital & Health Care Used the software for: 1-2 years ### "Great little tool " August 6, 2025 5.0 Great - have been using it for over a year and it’s really user friendly - and you don’t require much training to get an understanding of it Pros I like that you can do a lot with one platform. We use Xero for our payment, expenses and invoicing and it’s fantastic at what it does - very easy to use. Cons Not much I can think of. Maybe when approving expenses it would be good if you could select all for easier approval - or if it could provide reporting on pay and expenses that would also be good. Alternatives considered [HiBob](https://www.capterra.com/p/156106/Hibob/) Reason for choosing Xero Better value for money, more specialised in what it does Review Source Emma C. Business Support Manager Information Technology and Services Used the software for: 2+ years ### "Xero - user-friendly and intuitive" March 23, 2026 5.0 User-friendly and intuitive for people like me, who don't have finance backgrounds. This would always be my go-to accounts software. Pros I'm not an accountant or even a fully trained book-keepter, but I use Xero every day. Having previously used other packages for our accounts, Xero is brilliant in terms of being user friendly and intuitive. I love that it syncs with our bank, our CRM software and the app we use for expenses. Cons If ever I need support, I feel like I'm scrabbling around trying to work out where to go to get it. I would love to have as chat bubble somewhere obvious - as long as it doesn't lead to getting stuck in a BOT loop! Switched from [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) It was a recommendation by our accountants. Review Source EB Emma B. Financial Controller Non-Profit Organization Management Used the software for: 2+ years ### "Excellent one stop accounting software" January 25, 2026 5.0 My overall experience with Xero is extremely positive. It offers everything I need to successfully do the accounting for a non-profit with good safety features, different user profiles and access, and storage. Pros Xero is an excellent cloud-based accounting platform that is easy to use, and offers very good quick and responsive customer support. Its simple, clear dashboard makes everyday accounting tasks—such as invoicing, bank reconciliation, and expense tracking—efficient. It has many different functions and capabilities which speed up reconciling and customisable reports. It is able to integrate with other software and banks. It offers great value for money for all the features it has. Cons Xero can slow down when you have a lot of transactions, but into the hundreds of thousands and it is not too slow that it is unusable, and this is a minor element, and all the pros outweigh this small con. Review Source RG Rishi G. Software Engineer Information Technology and Services Used the software for: 2+ years ### "It may seem silly but I love Xero for the way it works" January 25, 2026 5.0 I am glad to be rid of my spreadsheet for billing. I always messed up the formulas on those and they were a pain to keep up with. Every now and again, the expense tracker double charges me after syncing with my bank and I have to go in and delete the duplicate entry manually so I don't confuse myself. Some of the features work better than I would have anticipated for helping me keep all of my business in one place. Pros The phone app is decent for logging my hours when I am waiting for my coffee (which is also nice). Billing customers has been less of a disaster than I had anticipated. I was also pleased that the sync function worked. The calendar helps me track who owes me money and I am just glad I can finally see the dates. I was not expecting the program to be as easy to use as it was for something that deals with numbers. Cons I do dislike how often I get logged out of Xero once I close the tab. Then I have to sit through another annoying OTP code to get back into my account. The reporting features are very basic and there is no ability to really customize them to show more detailed financial information. Xero is way overpriced for what I feel it does, and losing all of my data if I decide to cancel my subscription is terrifying to me. Review Source Adrien J. CEO Real Estate Used the software for: 2+ years ### "Bank feed not working as advertised" March 9, 2026 1.0 Very poor, we are considering switching to another solution, one that delivers what it advertises it does and with a product team that takes ownership when it falls short. Pros Simplicity and ease of set-up. Problem is product does not work as advertised and Xero does not want to fix. Cons Bank integration does not work as advertised. Information comes truncated. Although they acknowledge the issue, Xero does not want to take ownership of fixing it. In short, they sell something they don't deliver. This is scamming customers. Review Source Joseph A. Accounts manager Building Materials Used the software for: 1-2 years ### "Efficient and User-Friendly Cloud Accounting Solutio" August 20, 2025 5.0 Pros User-friendly interface – very intuitive design makes it easy to navigate and reduces training time. •Cloud-based accessibility – being able to log in anytime, anywhere, and collaborate with clients in real time is extremely valuable. •Automation – features like bank feeds, rules, and automatic reconciliations save a lot of manual work. •Integration – strong ecosystem with add-ons (payroll, projects, reporting tools, etc.) that connect seamlessly. •Real-time reporting – up-to-date financial information helps with decision-making and client advisory. •Collaboration – multiple users (including accountants, bookkeepers, and business owners) can work simultaneously. Cons •Reporting limitations – the standard reports are good, but sometimes lack depth or customization compared to larger ERP systems. •Payroll complexity (AU/NZ regions) – payroll setup and compliance updates can be a bit tricky to manage. •Large transaction volume performance – with very high data volumes, it can feel slower compared to desktop software. Review Source Mahi P. Data Scientist Information Technology and Services Used the software for: 1-2 years ### "Best Accounting Software for Small Businesses" January 26, 2026 5.0 My overall experience with Xero has been fantastic because It simplifies accounting tasks and helps keep everything organized. It is a reliable tool for managing daily finances without any hassle. Pros Xero is extremely easy to use for beginners and that dashboard is very clean and gives a quick overview of my business finances. I really like the reporting features they are detailed and easy to generate and It offers great value for money considering the time it saves on manual work. The features like invoicing and bill tracking are very helpful. Cons Sometimes the customer support takes a bit longer to respond than expected Occasionally and I have faced minor bugs and issues with the bank feed connection but they usually get resolved. Review Source DA Dharmpreet A. Backend Software Developer Financial Services Used the software for: 2+ years ### "Xero Review" January 26, 2026 5.0 My overall experience with Xero has been a breeze since even with little accounting experience, I am able to create, customize and send emails. Pros Xero offers automation tools that help save time and reduce financial errors when carrying out invoicing and billing tasks. Cons Since I implemented Xero, I have never faced any bug and features were straightforward to customize without seeking support. Review Source SG Stephen G. IT Manager Utilities Used the software for: 6-12 months ### "Solid Product" January 2, 2026 4.0 I’ve had a pretty solid experience with Xero. It keeps everything organized, and honestly, handling invoices or reconciling accounts feels way less stressful now. Setting it up takes a bit, but after that, it just does its thing exactly what I want from accounting software. Its not flawless and sometimes gets on my nerves, but I count on it to handle the money side of things right. Pros Xero is easy it is to use day to day. The layout is straightforward, so I’m not wasting time trying to figure out where things are, and I can quickly see how the business is doing financially. Bank feeds and automatic transaction matching are a big time-saver and cut down on manual work. I also like that it’s in the cloud which makes it simple to check accounts on the go and share access with my accountant without any hassle. Cons What I like least about Xero is that it can feel a bit pricey once you’re actually using it, especially if you require the extra apps. Some of the features just aren’t as flexible as you’d want, which can be frustrating when you’re trying to get a simple answer from a report. Bank feeds usually work fine, but when they stop syncing it’s a hassle to fix. Review Source DT Darren T. Chief Executive Officer Non-Profit Organization Management Used the software for: 2+ years ### "Xero is my hero" January 30, 2026 5.0 I have never had any major problems, but if i have had to deal with support, they have always fixed things quickly. Pros How easy it is to use. They are always around new features, that is so important to me. New dashboard is good. Reporting is easy. Cons Two clients i work for are charities using CAF Bank, so automatic bank fees are not available. So having to do this manually is a pain. Review Source JP John P. Transport Broker Transportation/Trucking/Railroad Used the software for: 2+ years ### "Transport operations financial management." January 9, 2026 4.0 All loads of the general Tracking margins may be a pain, and this tool makes the accounting process easier. It will be a lot less stressful at the end of the month reporting, however, I would like the support team to be more attentive in case of technical glitches. Pros The dashboard is exceptionally clean, and it provides me with a brief overview of unpaid invoices and cash flow. Cons Customer support is not easy to contact in case there are problems. Bank feed links are sometimes broken automatically. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.