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Xero vs Jetpack Workflow Comparison
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Overview
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time...
- 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
No videos yet
Pricing
Starting from
12
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
45
/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
I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.
We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.
Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great.
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
I always regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief.
Mike C.
The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.
It is difficult to prioritize without the deadline distinction.
Robin M. R.
Key features
- Total features169
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Asset Tracking
- Audit Trail
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- CPA Firms
- Calendar Management
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Compliance 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 Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Direct Deposit
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Management
- Email Templates
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Government
- For Religious Organizations
- Forecasting
- Fraud Detection
- 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
- 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
- Project Time Tracking
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Receipt Management
- Receivables Ledger
- Recurring Invoicing
- Recurring/Subscription Billing
- Reimbursement Management
- Reorder Management
- Reporting/Analytics
- Requisition Management
- Retail Inventory Management
- Revenue Recognition
- Sales Reports
- Sales Tax Management
- Search/Filter
- 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
- Transaction History
- Vacation/Leave Tracking
- Vendor Management
- W-2 Preparation
- Wage Garnishment
- Warehouse Management
- Workflow Management
- Total features23
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Asset Tracking
- Audit Trail
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- CPA Firms
- Calendar Management
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Compliance 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 Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Direct Deposit
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Management
- Email Templates
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Government
- For Religious Organizations
- Forecasting
- Fraud Detection
- 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
- 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
- Project Time Tracking
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Receipt Management
- Receivables Ledger
- Recurring Invoicing
- Recurring/Subscription Billing
- Reimbursement Management
- Reorder Management
- Reporting/Analytics
- Requisition Management
- Retail Inventory Management
- Revenue Recognition
- Sales Reports
- Sales Tax Management
- Search/Filter
- 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
- Transaction History
- Vacation/Leave Tracking
- Vendor Management
- W-2 Preparation
- Wage Garnishment
- Warehouse Management
- Workflow Management
Integrations
- Total integrations1191
- Adobe Commerce
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- Microsoft 365
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations6
- Adobe Commerce
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- Microsoft 365
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
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User reviews that mention these apps
JC
Joel C.
Marketing and Advertising, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Great. It really helps our business with day to day accounting and end of year returns.
Pros
The streamlining of accounts and ease of project management with the addition of Workflow Max
Cons
Cost of Workflow Max, Custom design functionality for invoices could be better
AR
Anonymous Reviewer
Verified reviewer
11-50 employees
Used daily for 2+ years
Review source
Share this review:
Xero
Xero has helped improve the workflow and productivity of our accounts department.
Reviewed 4 years ago
Improving productivity and workflow in the accounting department.
Pros
Xero links well with other software like Salesforce and helps improve the productivity of the accounts department with the features which are built in to make it user friendly whilst also doing a comprehensive job. It also has added security features like two factor authentication too.
Cons
We have found the support to be lacking in areas previously, but generally there are advice and help forums which can advise you if you look hard enough.
Yarik Y.
Verified reviewer
Used daily for 1-2 years
Review source