Xero finance

Xero implementation, migration & integration for Australian businesses.

We set Xero up properly from the start, migrate your financial data from whatever you are moving away from, and build the integrations that connect Xero to the rest of your business.

WHAT IS XERO

Cloud accounting built for Australian businesses.

Most businesses we work with already know Xero by name. Fewer of them know exactly what it does, or whether it is the right fit for where they are now.

Xero is cloud-based accounting software used by more than 1.8 million businesses across Australia and New Zealand. It handles invoicing, bank reconciliation, payroll, expense tracking, and financial reporting in one platform, accessible from any device.

For Australian businesses specifically, it connects directly to the ATO for GST, BAS lodgement, and Single Touch Payroll reporting. That removes a significant amount of manual compliance work. It is designed to be used by the people running the business, not just by their accountant.

XERO FEATURES

What Xero does for your business

Xero covers the core financial functions most Australian businesses need in one place. Here is what the platform does day to day.

Invoicing & quotes

Create, brand, and send professional invoices in minutes. Set automated payment reminders and accept card payments or direct debits through Stripe and GoCardless directly from the invoice.

Bank reconciliation

Connect live bank feeds from more than 160 Australian financial institutions including CommBank, Westpac, NAB, and ANZ. Xero learns from your reconciliation history and suggests matches automatically, reducing manual effort significantly over time.

Xero Payroll

Pay employees, manage leave, calculate superannuation, and report to the ATO via Single Touch Payroll. Payroll is included across all current Xero business plans in Australia, with no separate module required.

Reporting & financial statements

Profit and loss, balance sheet, cash flow, and budget variance reports, all updated in real time. Customisable and schedulable for automatic delivery to your accountant, board, or leadership team.

App connections & integrations

Xero connects natively with a wide range of third-party platforms including inventory systems, CRM tools, and e-commerce platforms. Where those native connections do not go far enough, we build what is missing.

Bills & accounts payable

Manage supplier bills, schedule payments, and keep a clear view of what is owed and when. Supports purchase order workflows for businesses that need structured procurement.

WHAT WE DO

Xero implementation & migration

Whether you are starting fresh or moving from another finance system, we manage the full process. That means the setup, the data, the configuration, and the training, done in the right order.

New Xero setup & configuration

Chart of accounts, tax codes, GST settings, bank feeds, payment terms, and user access configured to match how your business actually operates.

Chart of accounts design

A chart of accounts that reflects your business structure, not a generic template. Gets your reporting right from the start.

GST, tax codes & ATO settings

Correct configuration for BAS lodgement, GST calculations, and ATO reporting. No surprises at tax time.

Bank feed connections & opening balances

Live bank feeds connected and opening balances reconciled accurately before go-live. The foundation everything else depends on.

Migration from MYOB & QuickBooks

MYOB to Xero migration and QuickBooks to Xero migration handled end to end. Data extracted, cleansed, and imported with historical transactions and outstanding balances intact.

Historical data extraction & cleansing

Old data brought across accurately, with quality issues identified and resolved before import. No legacy mess carried forward into the new system.

Staff training tailored to your workflows

Not a generic Xero walkthrough. Training built around your actual processes so your team uses the system correctly from week one.

Post go-live support

We stay available after the go-live. Questions, adjustments, additional configuration, and report changes as your needs evolve.

These are integrations we have built for clients. Each one was designed around how that business actually works, not a generic connector applied off the shelf.

Katana MRP to Xero

Purchase and sales account code mapping, foreign exchange rate synchronisation, and automated journal posting for manufacturing orders. Closed the loop between production and accounts without manual entry.

MRPeasy to Xero

Invoice and bill synchronisation for accurate, real-time financial reporting across manufacturing operations. Removed the manual reconciliation that was happening at month end.

AgendisTime to Xero Payroll

Automated transfer of timesheet and award interpretation data directly into Xero Payroll. Eliminated a manual process that was consuming significant time every fortnight.

WHERE WE GO FURTHER

Xero integration & API development

This is where most Xero partners stop. We do not.

For many businesses we work with, the real problem is not Xero itself. It is the gap between Xero and everything else. An inventory system that does not talk to the accounts. A payroll process that requires manual re-entry every fortnight. A manufacturing platform that has no idea what Xero is doing.

We build custom API integrations that close those gaps. Every integration is specific to the client’s systems, workflows, and data. If data is moving between Xero and your other platforms manually, that is a problem we have fixed before. Many times.

WHO THIS IS FOR

Sector-specific experience, not generic advice.

We work with manufacturers, professional services firms, and businesses moving off legacy finance systems. The context is different in each case, and so is the work.

Manufacturing

Manufacturers usually have a solid MRP or inventory system. What they often lack is a clean connection between that system and their accounts. We build it, so production costs, purchase orders, and sales reconcile automatically without manual re-entry between platforms.

Professional services

Project-based businesses need their time, billing, and payroll connected. We integrate Xero with the project management and time-recording tools your team already uses, so billing is accurate and payroll does not consume half a day every fortnight.

Businesses migrating from MYOB or QuickBooks

If you have outgrown your current finance system, the move to Xero is manageable when it is planned properly. We handle the migration end to end: data extraction, cleansing, import, configuration, and training. Historical data intact. Team trained before go-live.

LET'S TALK

Ready to get Xero working the way it should?

Whether you are starting fresh, migrating from another system, or connecting Xero to the rest of your business, the first step is a conversation.

COMMON QUESTIONS

What people ask us about Xero

These are the questions we get most often from businesses considering Xero for the first time, or looking to get more out of a system they already have.

Yes. MYOB to Xero migration and QuickBooks to Xero migration are both services we provide end to end. We extract your data from the current system, cleanse it, and import it into Xero with opening balances and historical transactions intact where required. The scope of historical data brought across depends on your reporting needs, and we agree that with you before we start.

Absolutely, and it is more common than you might think. If Xero is live but not connected to other platforms, we assess the current setup, identify what needs to change, and build the integrations from there. You do not need to start from scratch.

We have built integrations between Xero and manufacturing platforms including Katana and MRPeasy, HR systems including AgendisHR, and time-recording applications including AgendisTime. If the platform you use is not on that list, tell us what you are working with. The answer is usually yes.

A new Xero setup with staff training typically takes two to four weeks, depending on the complexity of your chart of accounts, payroll configuration, and the number of users involved. A migration from MYOB or QuickBooks takes longer because of the data extraction and cleansing work. We scope the timeline clearly before anything starts.

We do. Post-implementation support is part of how we work, not an optional extra. We remain available for questions, report configuration, additional integrations, and system adjustments as your business grows and your needs change.