Historical Exchequer migration to Xero with data extraction, mapping, reconciliation and practical support through go-live.
The exact scope is agreed from the source data, transaction volume and future Xero structure. These are the areas we commonly preserve.
Included when present in the agreed source data.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Exchequer projects often start with direct system access or an agreed report/export set. We handle the extraction requirements so the finance team is not left building migration files from scratch.
The source structure is reviewed before migration, including departments, cost centres, VAT, aged ledgers and any unusual account behaviour.
After import, we reconcile key reports and provide evidence of how the Xero position relates back to Exchequer.
The mechanics vary by source system, but the control points stay consistent.
History, entities, volumes, FX, tracking, attachments and timing.
Collect the source data using the appropriate reports or access route.
Agree Chart of Accounts, contacts, tracking and restructuring.
Load the agreed historical data into a controlled Xero organisation.
Compare the result to the source and document exceptions before handover.
Depending on scope, the handover can include source-to-Xero Trial Balance comparison, aged-ledger checks, VAT review, migration workings, mapping schedules and documented exceptions.
Many projects also include training, first VAT return assistance and a period of post-go-live email support.
We use a preferred extraction route for each source system because it gives us the detail needed to rebuild and reconcile the history properly.
We handle the technical extraction work wherever possible, so your finance team is not left building migration templates.
Our preferred Exchequer extraction method uses Visual Report Writer. It allows us to obtain the detailed reports and transaction information needed to reconstruct and reconcile the historical accounting data in Xero.
Seamless data transition from Exchequer to Xero. As much help that was required was given.
Florentina knows the system and has given us many tips both during the training session & after.
We are up and running with Xero and are happy with the progress.
Florentina did an outstanding job managing our data migration from Exchequer to Xero. She is highly skilled, knowledgeable, and clearly well-equipped in what she does. Throughout the process, she was approachable, supportive, and always ready to help with any questions we had. Everything was completed on time, and her professionalism and attention to detail made the entire migration smooth and stress-free.
We also loved the professional cheeky banter with Flo. She’s not only great at her job but also a genuinely nice person to work with. I would highly recommend Flo to anyone looking for a reliable and expert professional for data migration. She’s truly a pleasure to work with.
Highly recommended - excellent support
Florentina supported our recent transition to Xero and we were very happy with the level of advice and support provided throughout. The process was well-planned and documented and Florentina was always happy to go above and beyond to help with any queries or support needed as we got to grips with Xero.
This included supporting us through our first VAT return submission to ensure it went smoothly.
I would highly recommend MigrateMyAccounts to others moving to new accounting software.
Project-specific scope is confirmed after we review your source system and data requirements.
Depending on the project, we may work from direct system access or agreed reports/exports. We confirm the extraction route during scoping.
Multiple years can be migrated, subject to transaction volume and the agreed scope.
Yes, when included in the agreed migration we compare aged receivables and payables to the source position.
Departments and cost centres can be reviewed for mapping into Xero Tracking.
Yes. We regularly deliver multi-entity migrations and can plan the sequence around the group's go-live priorities.
Migration projects can include post-go-live email support and first VAT return assistance where agreed.
We’ll confirm the data we need to scope the migration properly.
