Move accounting systems without losing the history
Our team migrates data from a range of accounting systems including legacy software, spreadsheets and databases, and provides training so your team adapts to the new platform quickly.
Fixed monthly or hourly · 3-day free trial
Migration risk is why firms stay on the wrong system
The cost of staying is known. The cost of moving is not — and a migration that loses history or breaks reporting comparability is expensive in a way that shows up later.
- Years of history sitting in a system nobody wants to run
- Data spread across spreadsheets and databases
- Fear of breaking comparability between periods
- A team that would need training on day one of the new platform
Migration plus the training that makes it stick
We handle migration from legacy software, spreadsheets and databases, and provide comprehensive training to your team for swift adaptation to the new software.
- Legacy accounting system migration
- Spreadsheet and database consolidation
- Chart of accounts mapping
- Historical data transfer and validation
- Team training on the new platform
What changes once this is off your desk
History preserved
Prior periods come across so comparisons still work.
Validated transfer
Balances are checked against the source before sign-off.
Team ready on day one
Training is part of the engagement, not an afterthought.
Platform-flexible
We are certified in Xero and QuickBooks and work across cloud accounting software.
How software migration works with us
Understand
We inventory the source systems, data quality and what has to come across.
Organise
We map the chart of accounts and agree the cutover date and validation checks.
Manage
Data is migrated, validated against source balances and signed off.
Grow
Training lands with the team and we stay available through the first close.
Software migration FAQ
Which platforms can you migrate to?
We are certified Xero and QuickBooks experts and specialise in a range of cloud-based accounting software.
Is training included?
Yes. We provide comprehensive training to your team so they adapt to the new software quickly.
More answers about pricing and security? Ask our team.
Often combined with software migration
Bookkeeping
Dedicated bookkeepers who work as an extension of your team, cutting the cost and time of routine books.
Learn moreAccounts payable
End-to-end AP management — invoice processing, approvals, vendor management and compliance.
Learn moreAccounts receivable
Invoicing through to follow-up on outstanding balances, so cash keeps moving without your team chasing it.
Learn moreReady to hand over software migration?
Start with a free call. If it's a fit, a three-day trial lets you see the work before you commit to anything.
From $15 USD / hour · Fixed monthly or hourly · 3-day free trial