Xero setup, migration, and ongoing management by a Certified Xero Advisor. See your real numbers in real time — not at month-end when it's too late to act.
Whether you're starting from scratch, stuck on spreadsheets, or on an older system — we get you onto Xero and keep it running correctly.
Chart of accounts, tax settings, bank feed connections, opening balances, and user access — configured correctly from day one, not patched later.
Moving from Sage, QuickBooks, Pastel, or a spreadsheet — we migrate your history, reconcile opening balances, and hand you a clean file with no data gaps.
Direct feeds from all major South African banks — FNB, Nedbank, Standard Bank, Absa, Capitec. Transactions flow in daily, categorised and matched automatically.
Monthly bookkeeping, reconciliations, and report delivery handled entirely inside Xero. You get a live file — not a batch of catch-up entries at year-end.
We recommend and configure add-ons that actually fit your business — Dext for receipts, Stripe or PayFast for payments, ApprovalMax for spend control.
We train your team on Xero basics — invoice creation, expense capture, and bank approvals — so day-to-day admin stays with you and the accounting stays with us.
The biggest risk with a Xero migration isn't the technical part — it's losing historical data, mismatched opening balances, or going live with a broken chart of accounts. We handle all of it.
We migrate from Sage One, Sage Pastel, QuickBooks Desktop and Online, Wave, and spreadsheets. Your accountant doesn't need to be in the same city — we work remotely and securely with clients across South Africa.
We review your current system — what's in it, what's clean, what needs to be rebuilt rather than migrated.
We design the right account structure for your business before touching a single transaction.
Opening balances, outstanding debtors and creditors, and the last 12 months of history imported and reconciled.
We run the old and new system briefly in parallel so you can see the data is accurate before cutting over.
Bank feeds connected, users set up, brief training done. You're on Xero — with a partner who knows the file.
Xero isn't just accounting software — it's the operating layer your whole financial function runs on. Here's what changes when your books are live.
Bank feeds pull transactions every night. Your Xero balance is your actual balance — not a lagged guess from last month's bookkeeping.
Xero's short-term cash flow projection combines your bank balance with outstanding bills and invoices — giving you a 30-day outlook without manual work.
Every transaction has a source document attached, a clear audit trail, and an approval status. Year-end is a report run — not a scramble to find receipts.
Xero is browser-based and has a full-featured mobile app. Your books are accessible wherever you are — no VPN, no remote desktop, no emailed spreadsheets.
You, your team, and your accountant all work in the same live file. No version conflicts. No "final_v3_ACTUAL.xlsx" attached to an email.
When something doesn't look right in Xero, you have a certified advisor on hand — not a call centre or a chatbot.
We assess your current setup and determine the fastest path to a clean Xero file.
New setup or migration from your existing system — handled fully by our team.
Feeds connected, team trained on basics, and you're approved and live.
Monthly bookkeeping and reports run inside your Xero file — you always have a live view.