System Setup and Migration
Move your books to the cloud—without missing a beat.
Whether you’re launching on Day 1 or escaping clunky desktop software, we migrate every transaction into Xero or QuickBooks, wire up your bank feeds, and have you reporting in hours—not weeks.
We scrub and import your entire history, validate opening balances to the cent, and bolt on the apps you already love—so you wake up to real-time numbers, zero downtime, and no data drama.
Quick-Launch Setup
Perfect for : New businesses that want best-practice books from day one
What We Do ?
• Spin up Xero / QuickBooks, build a clean chart of accounts
• Connect bank & card feeds so transactions flow in automatically
• Create a starter KPI dashboard: cash-balance, burn & runway
Smooth Migration
Perfect for : Teams stuck in spreadsheets or legacy desktop software
What We Do ?
• Export, scrub and re-map every bit of historical data
• Move it safely into Xero/QB without breaking audit trails
• Run side-by-side testing so opening balances match to the cent
The three ways we help
Optimised Integration
Perfect for : Growing firms layering on CRMs, payroll or BI tools
What We Do ?
• Hook Xero/QB into Salesforce, Stripe, G-Sheets, Power BI, etc.
• Automate billing, expense capture and real-time reporting
• Document the whole workflow so anyone can pick it up
Why choose us?
We’ve done this hundreds of times. No rookie mistakes, no data loss.
Zero downtime. You keep invoicing and getting paid while we do the heavy lifting in the background.
Plain-language hand-over. We record screens and write click-by-click guides, so any staffer can step in.
Automation baked in. Bank feeds, Zapier flows and custom APIs cut hours off every close.
Security first. MFA on every ledger, SOC-2 cloud tools and NDAs from day one.
Fixed fees. One clear quote, even for multi-year data migrations.
Ready to upgrade?
Book a free consult and see how quickly we can move you from messy spreadsheets to a rock-solid cloud ledger like Xero and QuickBooks.
