Freeagent to Xero Implementation
Including group of companies, Multicurrency, Charity, Not-for-profit organization and overseas entities migration
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HOW DOES IT WORK?
Ready to get started with Xero? Here’s how it works:
Step 1
Discovery Call
Book a 30-minute discovery call with our migration experts During the discovery call, we’ll learn more about your business needs and your current accounting platform
Step 2
Receive a Bespoke Plan
Based on our analysis, we’ll design a bespoke plan and provide you with an online proposal that includes a full breakdown of costs
Step 3
Let Us Do the Work
Once you accept our proposal and provide us with the data, we’ll start working on your migration process with a turnaround time of 3-5 hours up to 10 working days
Step 4
Get Training & Support
We’ll train you how to effectively utilise Xero’s tools and features specific to your business needs, and provide necessary support so that everything runs smoothly after setup has been completed
Freeagent to Xero Implementation
We offer accounting data Migration from Freeagent to Xero. We provide Xero Migration Services in the UK and all over the world. We will convert all relevant historical financial data from Freeagent to Xero. We also chose and implemented the very best Xero add-ons that seamlessly integrate with Xero and train our clients so they have everything they need to effectively and efficiently run their business.
We’ll be happy to answer any of your questions about Xero or the migration process. So, what are you waiting for? Book a discovery call with us today and let’s get started on your Freeagent to Xero migration.
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Freeagent to Xero Conversion | What we will do
- Company details Setup
- Migrate opening balance from Freeagent
- Import historical transactions from Freeagent accounting software
- Migrate Accounts Receivable invoices
- Migrate Accounts Payables Invoices
- Migrate Historical Profit and Loss Balance
- Migrate Historical Balance Sheet Balance
- Importing Customer and supplier contact details
- Hubdoc setup and Xero integration
- Setup bank rules
- Issue logins for your team
- Customised Reports
- Setup and Migrate Charts of Accounts in Xero
- MTD Setup with HMRC portal
- Set up bank accounts and bank feeds
- Setup tracking category/department in Xero
- Setup and Import Fixed register and depreciation rules in Xero
- Customise dashboard
- Customised invoice template
- Setup Payment gateway
- 4 hours online live Xero Training with Certified Xero Advisor
- 30 days aftercare email and online live support via zoom
Add-ons services:
- Payroll & Pension Setup in Xero
- Payment Gateway Setup
- MTD Group VAT Return Setup
- Consolidated reporting Setup
- Xero Project Setup
- Xero Expense Claim Setup
- Xero CIS Module Setup
- Credit Control Apps Setup
- Stock Control Setup
- EPOS System Integration with Xero
- Ecommerce Business Connected Apps Setup
- Time tracking software setup
- On Demand Xero Connected Apps Setup and Training
- Purchase Order Solution Setup
Some of our Xero Conversion Clients
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Never do it on your own again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.