Our Solution: Transition to Xero
We led a full transition to Xero, delivering a seamless migration and integration project designed to enhance financial visibility, automate processes, and empower the team.
Key services delivered
- Data migration & setup: Migrated all financial data—including general ledger entries, chart of accounts, and opening balances—ensuring continuity and compliance.
- System integration: Connected Xero with Procore and NatWest bank feeds, reducing manual entry and aligning financial data with operational workflows.
- Customisation & configuration: Replicated invoice templates, tailored VAT codes, and implemented Dext for automated invoice processing and Staffology for payroll integration.
- Training & enablement: Delivered hands-on training sessions covering Xero’s core features, reporting tools, and best practices, empowering staff to manage bookkeeping independently.
- Advisory & ongoing support: Provided expert guidance throughout, including trial balance reviews, reconciliation support, and advice on reporting structures and project accounting.
Results & Benefits
- Real-time financial visibility: Live dashboards and instant access to financial data enabled faster decision-making and improved oversight.
- Automation & efficiency
Tools like Dext and Staffology reduced manual workload and errors, streamlining invoice and payroll processes. - Seamless collaboration: Cloud-based access allowed the team and advisors to work together in real time, improving responsiveness and reducing delays.
- Integrated project management: Procore integration aligned financial data with project workflows, enhancing cost tracking and reporting accuracy.
- Scalability & flexibility: The new system supports future growth and adapts easily to changes in business structure or reporting needs.
Client impact
The move to Xero has transformed how the client manages their finances. Everything is faster, clearer, and more connected. We made sure the transition was smooth and supported the client every step of the way.