Kashoo

Opmerkingen: Ideally, Kashoo would be that accounting software that provided accurate cash flow statements and analyses that were no older than 2-3 days, and would include not just bank account transactions, but also credit card spending and transactions. In our office, any bills or charges that are setup for automatic payments or auto-pay are linked to credit cards, rather than our bank account(s). If I could get Kashoo to function properly with our credit card AND bank accounts, then I would save myself and our CPA tremendous amounts of time and paper clutter at tax time because I could provide statements or reports from Kashoo with itemized expenditures for all accounts. Alas, until Kashoo can resolve its synchronization issues with our financial institutions, then I'm forced to go through and annotate each credit card statement with the expense type, etc. then email or fax each statement to our accountants...

Pluspunten: 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...

Minpunten: 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.

Opmerkingen: We absolutely couldn't run our business as efficiently as we do without Kashoo. It allows us to be agile and respond to our customers' needs in an instant if necessary. We've had many of our larger customers ask us if we could help some of their other vendors to get better organized. With the help of Kashoo, we've set the bar for others to reach.

Pluspunten: 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.

Minpunten: 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.

Opmerkingen: When I set up my business 5 years ago I knew I would need an easy-to-use accounting system. As an accountant myself I needed one with all the bells and whistles, and as a business owner I needed one that was easy to use from anywhere and fast and flexible. After experimenting with a number of unhappy options, I stumbled across Kashoo and it was love at first sight.

Pluspunten: 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 :)

Minpunten: 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.

Opmerkingen: Overall Kashoo is a 5 star business. I only gave them 4 stars for features and functionality because no software is ever complete. For example, the mobile receipt capture software doesn't read my receipt and fill in the data entry for me. (Hint Hint kashoo - feature request) The apps for mobile and iPad are great. I'm able to get everything done and stay up to date easily. The mobile capture works great and means no more piles or receipts lying around. The Web UI was recently updated to add the feature to import scanned and digital receipts too - a specific feature request of mine. Kashoo is always investing in the development of the tool and the education of their customers. The addition of Kashoo U was great for education. I also take advantage of live chat and the always on knowledge base. My accountant even became a Kashoo MVP which I was thrilled about. I like that I can give my accountant permission based access to the data to adjust and file.

Pluspunten: Ease of setup, ease on use. Archiving and security of data.

Minpunten: I like everything about it, but encourage further development of the mobile capture services. There's still room to improved workflow and save customers time and money.

Opmerkingen: For 90% of small business of 10 emplohees or less, Kashoo is the way to go. It feels light, utilizes the Cloud for storage, has terrific support, and is easy to learn and utilize. Im comfortable in growing my business, and letting Kashoo grow with me.

Pluspunten: The key in selecting accounting software is not how much it can do for you, but how much support you can get after you take the plunge.
With Kashoo, the support is unbelievable. Utilizing their Chat feature will get you a satifactory answer in a matter of an hour or so. I've never felt like I got a less than complete reply. Why? Because they know their product, and are not paid to sit and answer questions all day long about something they don't use. I cant say that for the other software systems I've tried. I'm now running 3 businesses off of Kashoo.

Minpunten: The bank feed somehow gets hung up each month...not sure why. Wish there were more check templates that utilize a common standard (QuickBooks, MS Money)
Wish the Client fields were more customizable, so reporting could be more robust.