Sage intacct to Xero Experts
Our expert team offers a seamless migration service from Sage Intacct to Xero, designed to make the transition as smooth as possible for your business.
Data Extraction Process
Extracting data from Sage Intacct is typically a straightforward process. With the required access rights, our team will extract all necessary reports. The entire process usually takes about an hour and only involves producing a data dump.
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 Sage, 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 Sage, 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 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.
Sage Intacct to Xero: Why It’s the Move Your Business Needs
Switching from Sage Intacct to Xero is more than a change; it’s an upgrade to a smarter, simpler, and more efficient way to manage your business finances. Xero is designed with flexibility and growth in mind, making it the perfect choice for businesses looking to streamline their operations and embrace a more modern accounting system.
Why Choose Xero Over Sage Intacct?
1. Ease of Use
Xero’s intuitive interface is built for business owners and accounting professionals alike. Unlike Sage Intacct’s complex structure, Xero simplifies day-to-day financial tasks, so you spend less time on admin and more time growing your business.
2. Cost-Effectiveness
Sage Intacct often comes with a hefty price tag. Xero offers affordable pricing plans without compromising on features, making it accessible for businesses of all sizes.
3. Flexibility and Scalability
Xero grows with you. Whether you’re a small startup or an established business, Xero’s cloud-based platform provides the flexibility you need without the limitations of rigid modules.
4. Extensive App Ecosystem
With over 1,000 apps in Xero’s marketplace, you can replace and even enhance the functionality you’re leaving behind in Sage Intacct. Xero’s open API ensures seamless integration with the tools you rely on.
Replace Sage Intacct Modules with Xero Apps
Switching doesn’t mean sacrificing functionality. Here’s how Xero and its ecosystem fill the gaps:
Accounts Receivable & Payable: Automate invoicing and payment processing with apps like Lightyear and ApprovalMax.
Inventory Management: Tools like DEAR Inventory or Unleashed offer robust inventory tracking and management.
Expense Management: Replace complex expense processes with Expensify or Pleo for real-time tracking and control.
Project Accounting: Use apps like WorkflowMax or Harvest to manage project costs and profitability.
Reporting & Analytics: Gain deeper insights with Fathom, Spotlight Reporting, or Syft Analytics.
Benefits of Moving to Xero
1. Cloud-Based Accessibility
Access your financial data anytime, anywhere. Xero’s cloud platform ensures real-time collaboration with your team and advisors.
2. Streamlined Automation
Xero eliminates repetitive tasks with smart automation, from reconciling transactions to sending reminders for overdue invoices.
3. Seamless Collaboration
Invite your accountant, bookkeeper, or team members to collaborate securely in real-time, with customizable access levels.
4. Improved Cash Flow Management
Stay on top of your finances with Xero’s real-time cash flow updates and forecasting tools.
5. Global Reach
Operate across borders? Xero supports multiple currencies, making it ideal for businesses with international operations.
We are Xero migration Experts
Your accounting system should work for you, not the other way around. By moving from Sage Intacct to Xero, you’ll reduce costs, simplify operations, and gain access to a modern, cloud-based platform that empowers your business to thrive in today’s fast-paced world.
Don’t let outdated systems hold you back. Join the millions of businesses worldwide who trust Xero for their accounting needs. Transitioning is easier than you think, and the benefits are immediate and long-lasting.
Ready to Switch?
We’re here to help make your move from Sage Intacct to Xero seamless. Contact us today to learn more and start your journey toward smarter financial management!