Exchequer to Xero Experts
Our expert team offers a seamless migration service from Exchequer to Xero, designed to make the transition as smooth as possible for your business.
Data Extraction Process
To extract data from Exchequer, it is essential to have full access to the system for the entire migration period, typically lasting 3-4 days. We’ll handle all the data extraction for you. You can focus on what matters most while we take care of the details.
Post migration checks
As part of the migration, we provide comprehensive reconciliation reports, offering full visibility into your data and peace of mind that the migration was accurate.
In our migration service we include 30 days email support and first VAT return assistance.
Ongoing support
We understand that switching your accounting system can feel overwhelming. That's why we offer post-migration training and ongoing support to help you feel confident using Xero. Our goal is to ensure a smooth transition and bring new efficiencies to your business.
What is Included?
We now include Attachments in our historical migrations.
Terms and Conditions apply, get in touch to find our more.
We replicate the allocations from Exchequer, ensuring consistency in your financial records and accurate payment tracking.
We extract sales invoice lines from your business's sales module and include them in the migration to Xero as Line Descriptions. This ensures that all item details from your sales orders are accurately transferred, preserving a complete record of your sales history in Xero.
We migrate the individual line VAT rates and amounts as in Exchequer, ensuring they are accurately transferred to Xero. This preserves the integrity of your tax records and ensures compliance with VAT reporting in Xero.
We handle multi-currency migrations, ensuring that all transactions are transferred using the old system's exchange rate.
These will be mapped to Xero as Tracking Categories, which allows you to continue monitoring and reporting on different segments of your business.
What is Not Included?
While the migration process covers critical financial data, there are a
few limitations and things to be aware of:
While basic financial information will be migrated, detailed stock and inventory levels are not transferred. You may need to manually adjust stock or use third-party tools to import inventory data.
The audit trail, notes, or detailed transaction comments from Exchequer are not migrated. You may need to manually archive or reference these from your system if required.
By understanding the process and limitations, you can ensure the migration goes smoothly with minimal disruption to your accounting activities.
Exchequer to Xero Testimonial
‘Thank you so much, Florentina, for your high professionalism, support on the way and always positive attitude!'
Oksana N. @ The Seafarers Charity
⭐⭐⭐⭐⭐
Why Migrating from Exchequer to Xero is a Smart Move
When choosing accounting software for your business, it’s essential to pick a solution that simplifies processes, improves efficiency, and integrates seamlessly with your workflows. Let’s compare Exchequer and Xero to highlight why Xero stands out as the superior option.
User Experience: Xero’s Simplicity vs. Exchequer’s Complexity
One of the most noticeable differences between Exchequer and Xero is the interface. Exchequer’s outdated and overly complicated design can be frustrating for users, especially those unfamiliar with its rigid structure. On the other hand, Xero’s intuitive layout and user-friendly dashboard make navigating and managing finances effortless, even for non-accountants.
With Xero, you can quickly access key features, track your financial data, and complete tasks without a steep learning curve. This is especially valuable for small businesses or teams that need to stay productive without technical distractions.
Reporting: Insightful with Xero, Painful with Exchequer
Accurate and detailed financial reporting is crucial for business success. Unfortunately, Exchequer makes generating reports unnecessarily challenging. Its outdated processes and lack of automation often lead to wasted time and errors.
In contrast, Xero excels in providing customizable, real-time reports with just a few clicks. Whether it’s cash flow, profit and loss, or balance sheets, Xero delivers insights that empower better decision-making. Plus, the reports are visually clear and easy to interpret, so everyone on your team can understand them.
Integrations: Xero’s Flexibility vs. Exchequer’s Limitations
Modern businesses rely on software integrations to streamline operations. Unfortunately, Exchequer falls short in this area, with limited compatibility and few integration options. This lack of flexibility forces businesses to manually transfer data between systems, wasting valuable time.
Xero, however, supports over 1,000 integrations with popular tools like payment platforms, CRMs, and project management software. This ensures a seamless flow of data across your business, helping you save time and avoid duplication. Xero’s flexibility means it can adapt to your needs, no matter your industry.
The Xero Advantage: Why It’s the Smart Choice
In today’s fast-paced business world, efficiency, ease of use, and adaptability are non-negotiable. While Exchequer struggles with a complicated interface, difficult reporting, and poor integrations, Xero provides a modern solution tailored to your needs.
Choosing Xero means more than switching accounting software—it’s about upgrading to a system that simplifies your work and positions your business for growth. Make the smart choice and enjoy smoother operations with Xero.
We are Xero migration Experts
Migrating from Exchequer to Xero is not just about switching software, it’s about adopting a flexible, cost-effective, and scalable solution that can transform your business operations.
Whether it’s reducing costs, enhancing accessibility, or unlocking new efficiencies through integrations, Xero provides the tools to keep your business competitive.
Ready to make the leap? Seek expert guidance to ensure a smooth and seamless transition tailored to your specific needs.