Xero is a great fit if
- You want full accounting: bank feeds, reconciliation, VAT and reporting in one place.
- Your accountant or bookkeeper already works in Xero.
- You need payroll alongside your books.
An honest comparison
Xero vs Quotelyfy
Xero is a good product. Here is when it is the right choice, and when Quotelyfy fits better.
Quotelyfy is a great fit if
- You run jobs, a team and customers, and want the whole day in one place.
- You send quotes, invoices and proposals that customers can accept, sign and pay online.
- You want workflows to handle the follow-ups, and to know the moment a document is read.
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Their strengths
What Xero does well
Xero is a leading cloud accounting platform, with South African bank feeds, SARS-ready VAT, payroll and a large app store.
Bank feeds and reconciliationConnects to FNB, ABSA, Standard Bank, Nedbank and others, and helps reconcile transactions.Source
VAT in line with SARSBuilt-in VAT tools, deadline reminders and SARS-compliant tax invoices.Source
A big ecosystemOver 1,000 apps in the Xero App Store and more than 250,000 accountants and bookkeepers in its partner programme.Source
Our strengths
Where Quotelyfy fits
More than quotes and invoices: the whole working day, connected.
Built around the work
A quote becomes a job on your board, with your own stages, and the planner keeps the week in view. Everything about a customer stays on one record.
Teams and timesheets
Invite your team with the right permissions, run projects, and log time against them with timesheets.
Workflows that do the follow-up
When a job, quote, proposal, project or timesheet changes, a workflow can email the customer, notify your team, send a payment link, create the next document or ask for a rating. Set it once and it runs, on any paid plan.
Proposals clients sign and pay
Send a proposal your client can read, pick a plan in, sign and pay, with forms and attachments they fill in on the page.
Get paid your way
Ask for a deposit, split a quote into instalments, log part payments with a running balance, and invoice a big job in linked parts: the deposit, each stage, the balance. Customers pay online by card or bank through Paystack.
WhatsApp, built in
Send quotes and invoices on WhatsApp. On Pro, get a WhatsApp alert when a customer views, accepts or pays. On Pro+, run the business by chatting or sending a voice note to your WhatsApp assistant.
A living document, not a dead PDF
Your customer opens a page made for them, greeted by name, not an attachment. They accept, take off optional items, leave you a note and pay, right there. Pick one of 18 themes and add your logo and colours, so everything you send represents you well.
Read receipts
See when a document was delivered, opened and clicked. On paid plans you get an email or WhatsApp alert the first time your customer opens it.
Documents that speak their language
Quote and invoice in some of South Africa's most widely spoken languages, like Afrikaans and isiZulu, with more coming. A customer who reads your quote in their own language feels it was written for them.
AI-friendly
Connect Quotelyfy to Claude and ask it to raise a quote, chase overdue invoices, move a job or plan your week, in plain language.
Connected
Two-way sync with Xero and a Zoho Books connection on the Pro plan, card payments through Paystack, and sending on WhatsApp and email.
Better together
Quotelyfy has a two-way Xero integration on the Pro plan. Bring in your contacts, quotes, invoices and items, and choose to send new quotes, invoices, customers and payments back to Xero. Run the work in Quotelyfy and keep the books in Xero.
Quick answers
Questions, answered
Does Quotelyfy replace Xero?
Not if you need full accounting. Xero is built for the books. Quotelyfy is built for running the work, from quote to job to payment, and syncs with Xero so nothing is typed twice.
What syncs between Quotelyfy and Xero?
Contacts, quotes, invoices and items come in from Xero. You can switch on sending new quotes, invoices, customers and payments back to Xero. The integration is on the Pro plan.
Is it easy to turn a quote into an invoice?
Yes. Once your customer says yes, convert the quote into an invoice in one step. The customer, line items and totals carry over, so nothing is typed twice.
Can I quote in my customer's language?
Yes. Alongside English, Quotelyfy quotes and invoices speak some of South Africa's widely spoken languages, like Afrikaans and isiZulu, with more on the way. Your customer can also switch language on the document itself.
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