Kashoo

Puntos a favor

My favorite feature was the ability to quickly reconcile your bank accounts. Auto-import is another feature offered by Kashoo for a variety of transactions. Everything you need to run a small company or side hustle may be found in this app. For the limited business accounts, my accountant found all she required.

Desventajas

To improve the user experience, the program requires various updates, such as enhancing on-app tutorials. Because it does not account for VAT, it is not appropriate for those who are VAT-registered in the UK. You may also upload csv files from a few UK bank accounts.

Puntos a favor

It's reliable, and stable, and it works with my older web browser ! It doesn't use too much flashy stuff, and it just keeps working. Many other web apps keep changing and need constant browser upgrades and a lot of maintenance. After that, I would say the overall simplicity, you can see everything from the top page, the user interface is not too deep or busy. The "back" buttons are very helpful, browser back buttons often get confused, or lose context. I'm an old-fashioned double-entry, journal and T-accounts type, but I have found that it is all really there, just sometimes called something else, or underneath something else. But once I found everything, I became productive in the system.

Desventajas

Not a con, but a feature suggestion - I'd like to have an inventory system, a parts database - is this available as an option, or is it there somewhere and I haven't found it ? I don't need anything too fancy, just part numbers and costs, I used to use a system that allowed me to keep a running average cost on items, because every time I made a purchase of an inventory item, it added to the total of parts on hand, and the total of cost for that item, and then also debited Cost of Goods Sold. At inventory reconciliation / period closing, I then did a journal transaction adjusting the parts left to an inventory asset account, at the average price, leaving Cost of Goods Sold representing the cost of the goods that actually left after purchase. Or it could be the other way around, going to inventory first and then getting adjusted to COGS, but I found that this way was most convenient, because most parts were purchased in order to make something to sell, and only certain items are ones I keep a surplus of, to weather availability issues (although that's more the norm right now). Right now I do the process described above manually.

Puntos a favor

After reading so many great reviews about Kashoo and its comprehensive but UX-friendly accounting features, I was super-excited to purchase a steeply discounted subscription/membership on App Sumo several months ago. I was particularly looking forward to being able to sync multiple company bank accounts, as well as our daily credit card sales from Square POS, in a single application. The Square/SquareUp integration is among Kashoo's strongest features in my experience, as I can't recall any synchronization issues or glitches accessing Square data in Kashoo. It also has an iPhone app that's fairly functional, albeit wholly utilitarian in its look and feel. However, considering how much data and memory are consumed when running most accounting programs, the Kashoo app manages to be easily sync-able and fast, which I wasn't expecting...

Desventajas

Connecting bank accounts and accessing transactions has been a thorn in my side from Day One. I've tried multiple browsers--Chrome, Firefox, Opera, Safari, etc.--and tinkered with firewall and security settings far more than I probably should trying to get Kashoo to work correctly with operating account at PNC. I don't know if it's because of the number of transactions or the fact that there's a secondary trust account attached to PNC's online business banking, but I cannot get some of the most crucial bank and credit card accounts to work properly on Kashoo. I've also had issues with credit card accounts and have tried deleting and reconnecting accounts so many times that I'm to the point where I haven't even attempted to open Kashoo in weeks.

Alternativas consideradas

Razones para elegir Kashoo

Software anterior

Puntos a favor

We've been using Kashoo for many years. The ease of use is amazing. We know exactly what is happening in our business at any given moment. Although we typically don't use the mobile apps, they are useful if your business model is more suited to mobile. The web app is solid. Uptime is impressive. Support is quick and thorough.

Most users wouldn't notice but when you get a bit outside the box you're going to need some assistance from the support team. Some tasks are quite involved when you get past the ordinary. No worries though, the support team is there to guide you through.

What we like most is the flexibility of the software and the multi-user capability.

Desventajas

Dealing with vendor credits is a pain when you pay by cheque. We would really like to have some inventory control tied into invoices. The new statement feature is nice but we would like to have control over the fields displayed in the report. In particular, we would like to be able to have our customers' PO numbers listed so that they can more easily cross reference our invoices.

Puntos a favor

Clean, snappy interface; support for serious accounting (adjustments, transfers, trial balance, general ledger, supporting documents) over and above simple receipts and payments; cloud-based & browser-based so allows me access from anywhere and peace of mind regarding data security and backups. And I can share it all with my auditor sitting miles away at his Windoze PC so he doesn't have to take up space in my home office, where I happily update Kashoo using my iMac :)

Desventajas

Maybe a tad more support for drag-and-drop would be nice as would the ability to open it in multiple windows so I can cross-check and tally stuff a bit easier than going backward and forward in the same browser window.