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DataDear Review

3

ยท

Very good

Revainrating 5 out of 5ย ย 
Ratingย 
4.8
Analytics, Other Analytics Software

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Description of DataDear

DataDear enables users to connect Xero to Excel spreadsheets to build reports and consolidations with live client data.

Reviews

Global ratings 3
  • 5
    2
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Great tool with great support and good service

The most useful feature is that it can link in your customer invoices directly from within excel, allowing you as an accountant/manager / bookkeeper etc to have access at all times of financial transactions which has made our life easier working remotely! Nothing really but if I had more time could be improved further by adding additional features such like being able for me (as admin) or my customers viewable dashboard so we are not both having different views about what's going wrong & howโ€ฆ

Pros
  • Easy integration with Excel
  • User friendly interface
Cons
  • Some cons

Revainrating 5 out of 5

Easy to manage all aspects of sales reporting in one system!

The ability for our team of 5 to manage all aspects of sales reporting in one, easy-to-use system! Easy access from anywhere via laptop or mobile device, the ability to do all tasks at once - no more emailing files back and forth. It's like having my own personal accountant who is always there when I need them. Very good customer support as well. Our Account Manager has helped us several times. She was very knowledgable about everything that we were unsure of. This program would be perfect ifโ€ฆ

Pros
  • Great user interface
  • Ability make changes directly into database (no Excel)
  • Reporting capabilities including export options
  • Customer service available 24/7 with quick response time
Cons
  • Not the best

Revainrating 4 out of 5

DataDear - Good product if used consistently

The tool is very flexible, easy for use by both sales people as well as accounting persons. It also offers good support when I've been away from my computer (for example I'm at an international conference). There are some minor issues with formatting (e.g., line breaks) in one specific version of the application that can be fixed using simple adjustments. A quick way to present the latest transactions of your accounts to management and clients. I like that you can easily pull in invoices orโ€ฆ

Pros
  • Easy set up process works across multiple platformsEasy format optionsGreat customer service response timeI love being able access client info without opening Word
Cons
  • No ability save edits/amendations once made.
  • Very basic design features such