Changing your accounting software can feel like a big step. You may be worried about disruption to your day-to-day operations. But with the right plan, switching to a cloud-based platform like Xero can be straightforward and open the door to major efficiency gains.
From real-time access to your financial data to easier collaboration with your team and advisers, Xero’s cloud accounting features can help you work smarter, not harder. And by using its wide range of app integrations, you can automate routine tasks and gain deeper insights into your financial performance.
Why consider migrating to Xero?
Many businesses start their Xero journey to:
- improve efficiency by reducing manual data entry
- access up-to-date financial information anytime, anywhere
- collaborate more easily with internal teams and external advisers
- integrate with apps for payroll, expense management, forecasting, and more
The stages of a smooth Xero migration
Here’s what’s involved:
- Scoping stage: Before you start, it’s important to identify what you want from your new accounting system. This stage is your chance to:
- explore Xero’s features and see how they can fit your business
- map out the migration process
- flag any potential challenges early
- Data transfer: As standard, most migrations include up to two years of historical data, but you can choose to migrate more if needed. You’ll still have access to your original records to meet HMRC’s record-keeping requirements.
- Training and support: A successful migration isn’t just about moving data - it’s about making sure your team is confident using the new platform. Hands-on training can help ensure you’re getting the most out of Xero from day one.
- Tailored approach: Every business is different, so consider how Xero can be customised to fit your processes. This might include setting up custom reports, configuring invoice templates, or choosing the right app integrations.
- Post-implementation support: Once you’ve switched, take time to review how things are working. Collect feedback, address any teething problems and make adjustments to ensure your new system supports your business goals.
Enhancing efficiency through app integration
One of Xero’s key strengths is its ability to integrate with a wide range of third-party apps. Whether you need automated payment collection, advanced reporting or streamlined payroll, these integrations can help:
- automate routine tasks
- improve data accuracy
- provide real-time insights into business performance
The next step
We support our client regardless of their current accounting software. While our team is experienced with various accounting software, we also advocate for the benefits of cloud-based platforms like Xero, including improved efficiency, real-time data access and seamless collaboration.
If you're exploring cloud accounting options or planning a move to Xero, we’re here to help guide the process. Please get in touch with Adam Neave or your usual UHY cloud accounting adviser.
