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Xero vs Actionstep Comparison
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Overview
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...
Actionstep is a top-rated law firm management system, built in the cloud with automation at its heart. Giving lawyers more...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
12
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
49
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.
Pros
The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.
The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.
The search feature is fantastic, I like the website design, I like the customer service.
Cons
There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Craig F.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.
Cons
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions).
Wonky, outdated interface; poor email integration, and terrible customer support. Clio and Zola Suite both really outshine ActionStep by a mile.
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.
Key features
- Total features169
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Accounting
- Asset Tracking
- Audit Trail
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Billing Rate Management
- Budgeting/Forecasting
- Built-in Accounting
- CPA Firms
- CRM
- Calendar Management
- Case Management
- Case Notes
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Configurable Workflow
- Conflict Management
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Core Accounting
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer History
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Direct Deposit
- Discount Management
- Document Automation
- Document Capture
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Management
- Email Templates
- Employee Management
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Government
- For Legal Professionals
- For Religious Organizations
- Forecasting
- Forms Management
- Fraud Detection
- Full Text Search
- Fund Accounting
- General Ledger
- Hourly Billing
- Income & Balance Sheet
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Kitting
- Legal Case Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Management
- Multi-Company
- Multi-Country
- Multi-Currency
- Multi-State
- Nonprofits
- Online Invoicing
- Online Payments
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Overrun Reporting
- Partial Payments
- Payment Collection
- Payment Processing
- Payroll Management
- Payroll Reporting
- Performance Metrics
- Price / Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Identification
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Project Management
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Receipt Management
- Receivables Ledger
- Records Management
- Recurring Invoicing
- Recurring/Subscription Billing
- Reimbursement Management
- Reminders
- Reorder Management
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Retail Inventory Management
- Revenue Recognition
- SSL Security
- Sales Reports
- Sales Tax Management
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Shipping Management
- Sourcing Management
- Spend Management
- Staff Management
- Status Tracking
- Stock Management
- Supplier Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Tax Compliance
- Tax Management
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- Transaction History
- Trust Accounting
- Two-Factor Authentication
- Vacation/Leave Tracking
- Vendor Management
- W-2 Preparation
- Wage Garnishment
- Warehouse Management
- Workflow Management
- Total features74
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Accounting
- Asset Tracking
- Audit Trail
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Billing Rate Management
- Budgeting/Forecasting
- Built-in Accounting
- CPA Firms
- CRM
- Calendar Management
- Case Management
- Case Notes
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Configurable Workflow
- Conflict Management
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Core Accounting
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer History
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Direct Deposit
- Discount Management
- Document Automation
- Document Capture
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Management
- Email Templates
- Employee Management
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Government
- For Legal Professionals
- For Religious Organizations
- Forecasting
- Forms Management
- Fraud Detection
- Full Text Search
- Fund Accounting
- General Ledger
- Hourly Billing
- Income & Balance Sheet
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Kitting
- Legal Case Management
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Management
- Multi-Company
- Multi-Country
- Multi-Currency
- Multi-State
- Nonprofits
- Online Invoicing
- Online Payments
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Overrun Reporting
- Partial Payments
- Payment Collection
- Payment Processing
- Payroll Management
- Payroll Reporting
- Performance Metrics