We are Access Financials to Xero Experts
Our expert team offers a seamless migration service from Access Financials to Xero, designed to make the transition as smooth as possible for 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 Access Financials, ensuring consistency in your financial records and accurate payment tracking.
We extract sales invoice lines from your old system 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 Access Financials, 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.
Access Financials to Xero Testimonial
‘Outstanding Service - Highly Recommend!
Migrate My Accounts made our transition from Access Financials to Xero seamless. The process involved configuring a significant amount of departmental data and overcoming numerous challenges in extracting information from Access Financials. Thanks to Florentina’s expertise and dedication, every detail was meticulously handled.
Florentina goes above and beyond - she is always available to discuss ideas, troubleshoot issues, and ensure everything is set up perfectly. Her attention to detail is second to none, and she truly makes you feel supported throughout the entire process.
Not only did Migrate My Accounts make the switch to Xero possible, but they also provided exceptional value for money compared to other quotes we received. They tailor everything to your specific needs, making them the perfect choice for any business looking to migrate their accounts. Highly recommended!.’
Ben Tooke @ Twinn Accountants Ltd
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Our migration process
Our Migration Process
Transitioning from Access Financials to Xero doesn’t have to be a challenge. With our structured migration process, we ensure a smooth and secure transition, minimizing downtime while maintaining complete data integrity.
⭐1: Initial Assessment
We start with a comprehensive analysis of your current Access Financials setup. This step allows us to identify all critical data, including financial records, customer information, and historical transactions, ensuring nothing essential is overlooked.
⭐2: Preparation
With a clear understanding of your data landscape, we prepare for extraction using specialized tools and best practices. By leveraging the AOI, we securely extract your data while maintaining its integrity, setting the stage for an efficient transfer.
⭐3: Migration Execution
Over 3-4 days, we carefully migrate your data to Xero, ensuring full compatibility with its platform. Every transaction, ledger, and customer detail is accurately transferred, allowing for a seamless transition. Throughout the process, we continuously validate data accuracy to eliminate discrepancies.
⭐4: Testing and Validation
Once the migration is complete, we conduct rigorous testing to verify that all data is correctly integrated within Xero. We reconcile accounts, validate reports, and ensure that every financial function operates as expected, giving you confidence in your new system.
⭐5: Training and Support
Transitioning to a new system requires guidance, and we are here to help. Our team provides hands-on training tailored to your business needs, covering everything from daily transactions to reporting and integrations. Plus, our ongoing support ensures you have expert assistance whenever needed.
By following this thorough process, we make your transition to Xero as seamless as possible, empowering your business with a modern and efficient financial system.
Integrate with Apps to Replace Access Financials Modules
Enhance Your System with Xero’s App Integrations
Xero’s extensive ecosystem offers a variety of applications that can replace and even enhance the functionality of Access Financials. By integrating these tools, you can optimize your business processes for greater efficiency and scalability.
⭐Inventory Management
For businesses requiring advanced inventory tracking, apps like Unleashed and Cin7 offer powerful solutions. These tools provide real-time stock management, detailed reporting, and automated workflows to keep your supply chain running smoothly.
⭐Customer Relationship Management (CRM)
To enhance customer interactions and sales tracking, consider integrating HubSpot or Capsule CRM. These platforms help streamline communication, automate follow-ups, and provide valuable insights into customer behavior.
⭐Project Management
Xero integrates seamlessly with project management tools like WorkflowMax and SimPRO, enabling efficient job costing, resource allocation, and progress tracking. These solutions help you manage projects with greater visibility and control.
⭐Purchase Order and Invoice Management
Automating your purchase order and invoicing process can significantly reduce manual effort and errors. Apps like Lightyear simplify invoice approvals, data entry, and expense management, ensuring accuracy and efficiency.
⭐Advanced Reporting
For in-depth financial analysis, tools like Fathom and Spotlight Reporting provide customizable reports and insightful analytics. These integrations help businesses make data-driven decisions with confidence.
By combining Xero with these powerful integrations, you can unlock new efficiencies, streamline your workflows, and take your business to the next level.