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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
Screenshots
Pricing
Starting from
$
13.50
/mo.month- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
$
36
/mo.month- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.3
5
4
3
2
1
1,135
528
177
54
73
- Value for money
- Ease of use
- Features
- Customer support
92%
would recommend this appPros
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.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
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.
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.
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.
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
- Assignment Management
- Audit Trail
- Automated Quoting
- Automated Scheduling
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- CPA Firms
- Calendar Management
- Calendar Sync
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Charting
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Collections Management
- Compliance Management
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer History
- Customer Segmentation
- Customer Statements
- Customizable Branding
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Depreciation Management
- 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 CPA Firms
- For Government
- Forecasting
- Fraud Detection
- Fund Accounting
- General Ledger
- Goal Setting / Tracking
- Hourly Billing
- Income & Balance Sheet
- Interaction Tracking
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Tracking
- Kitting
- Labeling
- Match & Merge
- Microsoft Outlook Integration
- Mobile Access
- 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 Processing
- Payroll Management
- Payroll Reporting
- Performance Metrics
- Price / Margin Management
- Pricing Management
- Product Configurator
- 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 Tasks
- 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
- Summary Reports
- Supplier Management
- Tagging
- 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 features33
- "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
- Assignment Management
- Audit Trail
- Automated Quoting
- Automated Scheduling
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- CPA Firms
- Calendar Management
- Calendar Sync
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Charting
- Check Printing
- Check Processing
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Collections Management
- Compliance Management
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer History
- Customer Segmentation
- Customer Statements
- Customizable Branding
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Depreciation Management
- 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 CPA Firms
- For Government
- Forecasting
- Fraud Detection
- Fund Accounting
- General Ledger
- Goal Setting / Tracking
- Hourly Billing
- Income & Balance Sheet
- Interaction Tracking
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Job Management
- Job Tracking
- Kitting
- Labeling
- Match & Merge
- Microsoft Outlook Integration
- Mobile Access
- 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 Processing
- Payroll Management
- Payroll Reporting
- Performance Metrics
- Price / Margin Management
- Pricing Management
- Product Configurator
- 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 Tasks
- 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
- Summary Reports
- Supplier Management
- Tagging
- 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 integrations947
- Authorize.net
- Dynamics 365
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
- Total integrations6
- Authorize.net
- Dynamics 365
- FreshBooks
- Magento Commerce
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
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