migrate my accounts xero experts

We are Xero Experts

Our team of Xero experts specializes in migrating data from a variety of systems.

We are Xero experts

Our team of Xero experts specializes in migrating data from a variety of systems, no matter how complex. We’re not just here to move your data, we are here to craft a solution that fits your unique needs.

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Xero migration partner

Who We Are

We are a team of accountants turned tech enthusiasts, combining expertise with a passion for efficiency. Since 2015, we’ve specialized in migrating companies from outdated, costly legacy systems that offer more complexity than value. Our clients often struggle with inefficiencies and manual processes, but we help them transition to Xero smoothly, simplifying workflows and unlocking real productivity. From planning to post-migration support, we ensure your move is seamless and stress-free.

What We Are Proud Of

We are proud to be part of vibrant system advisory communities, where we collaborate with fellow accountants and system advisors to support seamless system migrations and implementations. Together, we empower clients to drive efficiency and embrace technology, shaping a smarter and more connected future.

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Services We Offer

We specialize in migrating any accounting system to Xero. As long as your data can be exported in Excel, we can seamlessly transfer it into Xero, ensuring a smooth transition with minimal disruption to your business. Let us handle the technical details while you enjoy the benefits of Xero’s powerful features.

Tell me more

Our Xero training program is designed to help you master the essentials of using Xero accounting software effectively. It covers everything from setting up your account, managing invoices, and reconciling bank transactions to generating reports and handling payroll. You’ll learn how to automate tasks, ensure compliance, and gain insights into your business finances. Whether you're new to Xero or looking to enhance your skills, this hands-on training will equip you with practical knowledge and tips to streamline your accounting processes efficiently.

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Our Xero ongoing support service ensures you have expert guidance whenever you need it. Whether you need help with troubleshooting, app integrations, or bringing efficiencies in your day-to-day bookkeeping, our team is here to assist you. We provide personalized advice, answer your queries, and offer solutions to keep your accounting processes running smoothly. With our ongoing support, you can confidently manage your finances, knowing that expert assistance is just a call or email away.

How can we help

Why Us

Experience

With our streamlined approach, developed through hands-on 10years+ experience, we’ve designed a system that reduces downtime significantly, ensuring minimal disruption to your business operations. At the same time, our process enhances the accuracy of your data migration, so you can rest easy knowing that your financial records are in safe hands.

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Tailored Solutions

We don’t just transfer your financial data; we enhance it. We remap your chart of accounts to fit your business model, add Xero tracking for cost centers and departments, and consolidate accounts without losing key information. Every migration is tailored to your needs, ensuring your Xero is optimized for better insights and smoother operations.

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Affordable Pricing

Our affordable pricing model reflects our commitment to providing high-quality service without breaking the bank. We believe every business should have access to reliable accounting solutions like Xero, and our tailored pricing ensures that companies of all sizes can make the switch efficiently.

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Who We Work With

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Testimonials

Frequently Asked Questions

Every migration varies depending on the size and complexity of the accounts, but most migrations are completed within 1 to 5 working days. This timeline includes data preparation, migration, and reconciliation.

Yes, we map cost centres and departments as Xero Tracking categories, enabling businesses to maintain detailed reporting capabilities within Xero.

Yes, we include attachments in our Xero Migration Services. With this new feature, we’re ensuring that your migration isn’t just about transferring numbers; it’s about maintaining the integrity and completeness of your data.

While we’re incredibly excited about this advancement, we also want to be transparent:

  • Terms and conditions apply. Not every system handles attachments in the same way, and compatibility can vary.
  • We’ll need to assess your specific system and data structure to confirm whether attachment migration is possible for your case.

Rest assured, our team will work closely with you to evaluate your needs and provide clear guidance on what to expect.

Yes, we replicate all critical financial data except stock, deleted transactions, or zero-value entries. We ensure that the essential accounting details are migrated accurately to Xero.

Xero does not use traditional accounting periods. We work with clients to choose the best approach for migrating data based on either transaction dates or posted periods, ensuring financial continuity.

Absolutely. We provide Xero training tailored to your business needs, ensuring that your team fully understands the system post-migration. Two hours of training are included with most migrations.

Yes, we handle multi-currency migrations, ensuring that all transactions are transferred using the old system's exchange rate.

We recommend migrating at least two years of data for comparative purposes, but we can transfer as many years as required, the most we have migrated is 20 years of data.

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