Successful migrations

St Aubyn Estates Ltd - Sage200 to Xero - Group of 8 Companies

The client migrated 6 financial yearswith us for their 8 entities.

St Aubyn Estates relied heavily on cost centers and departmental structures to manage their diverse operations. We replicated seamlessly in Xero using Xero's tracking categories.

The data migration was accomplished efficiently in just 3-4 working daysfor each entity, significantly reducing downtime.

Post-Migration Support

As part of the migration, we providedcom prehensive reconciliation reports, offering full visibility into their data and peace of mind that the migration was accurate.

We supported STAE through theirfirst VAT return in Xero, ensuring compliance and accuracy, while making the process smoother and more efficient.

One of the major pain points for St Aubyn Estates was the time spent onmanually postingtill transactions. We introduced automation tools thatstreamlined the process, reducing manual intervention and significantly improving overall efficiency.

Testimonial

‘We have now successfully migrated 8 businesses from Sage 200 to Xero with the help of Florentina and her team.

We would highly recommend to anyone thinking of migrating to Xero.’ Sarah Haigh

National Union of Students - Sage200 to Xero - Group Company

The client migrated 4 financial years with us for their 3 entities.

Their requirements were specific and complex, including the migration of sales line descriptions according to their SOP, remapping the Chart of Accounts, and integrating their cost centers and departments as Xero tracking categories. Additionally, they were looking for a quick turnaround with minimal disruption to their daily operations.

The data migration was completed successfully in just 3 working days per entity, minimizing downtime and ensuring that NUS UK could continue their financial operations without significant delays.

Post-Migration Support

We ensured all transactions posted after the closing of prior accounting periods were seamlessly and accurately added into Xero, ensuring NUS UK’s financials remained up-to-date.

As part of the migration, we provided comprehensive reconciliation reports, offering NUS UK full visibility into their data and peace of mind that the migration was accurate.

We supported NUS UK through their first VAT return in Xero, ensuring compliance and accuracy, while making the process smoother and more efficient.

To help NUS UK fully leverage Xero’s reporting capabilities, we assisted in building customized management reports, tailored to their specific needs, providing powerful insights into their financial performance.

Testimonial

'Our experience has been five star. They are professional, efficient and experienced.

Our data migration from Sage200 to Xero was well planned and the downtime was at a minimal so that we were up and running on Xero ahead of schedule. We required more that a straightforward data dump and additional requirement was factored into the migration with no fuss.

I would highly recommend them as a Xero data conversion company. ' Polly Kennerley

Locksley Engineering Company Ltd - Sage200 to Xero - Group Company

The client migrated 2 financial years with us for their 2 entities located in Dublin respectively Belfast.

During the migration process, we facilitated the management of sales invoices, enabling Locksley Engineering to streamline their billing processes. This has not only saved time but has also reduced errors, allowing them to focus on their core operations.

Post-Migration Support

Recognizing the evolving needs of Locksley Engineering, our team continues to support them inbringing efficiencies to their processes. They consistently return to us for assistance, demonstrating our commitment to their long-term success and satisfaction.

With the CIS module now fully integrated into Xero, Locksley Engineering has gained greater control over their finances, improved compliance, and enhanced reporting capabilities. The transition has empowered them to operate more efficiently and effectively within the construction sector.

Testimonial

'Florentina did a great job successfully managing the migration of two companies from Sage 200 to Xero in a professional timely manner.'Neil Marsh