Cloud Accounting System Consolidation & Integration
We migrate businesses from spreadsheets and legacy desktop software to the cloud. Real-time data, automated admin, and total visibility.
Current Finance System?
Select your current setup.
Select an option above to see our recommendation.
"Businesses running on spreadsheets don't fail because of product; they fail because they can't see their cash position."
The Cost of Legacy Systems
Remaining on desktop software or spreadsheets isn't just "old fashioned"—it's an operational risk. Data silos and version control errors lead to bad decisions.
Version Control Chaos
Spreadsheets break. Hard coded formulas, overwritten cells, and "Final_Final_v2.xlsx" files create a dangerous lack of truth.
Data Silos
If your sales system (Shopify/Stripe) doesn't talk to your finance system, you are manually re-keying data. This guarantees errors.
Security & Backups
Desktop software relies on you making backups. If your server fails or laptop is stolen, your financial history is gone.
From Chaos to Cloud in 30 Days
Discovery & Blueprint
We don't just enable software. We map your current workflow. Where do sales come from? How do you pay bills? We design the "App Stack" to fit.
Data Cleanse & Export
Garbage in, garbage out. We audit your existing Sage/QuickBooks/Excel data, fix historical coding errors, and prepare clean opening balances.
Migration & Configuration
The technical move. We import your customers, suppliers, and ledger history into Xero. We connect bank feeds and set up your Chart of Accounts.
Integration (The Magic)
We connect the ecosystem. Dext for receipts, Stripe for payments, Shopify for sales. Data starts flowing automatically.
Training & Handover
We don't leave you guessing. We run a recorded training session for you and your team so you know exactly how to use the new tools.
What You Receive
Fully Configured Xero
Chart of accounts tailored to your industry.
Bank Feeds Live
Direct connection to your business banking.
Dext Integration
OCR receipt capture set up and linked.
Branded Invoices
Professional templates with 'Pay Now' buttons.
Historical Data
Prior year comparatives loaded (package dependent).
Staff Training
1-hour recorded Zoom training session.
The Perceptive Difference
Fully remote access for you and your team.
Get a ProposalChoose Your Path
Whether you are starting from scratch or moving a decade of data, we have a process for you.
New Business Setup
Best for: Startups & New Entities
Start Right
Start on a solid foundation. We set up Xero correctly from day one, ensuring your VAT settings, invoice templates, and bank feeds are perfect before you send your first bill.
Migration Service
Best for: Moving from Sage / Desktop
Digital Transformation
Move from legacy desktop software to the cloud without losing your history. We handle the complex export/import of debtors, creditors, and P&L history so you can switch seamlessly.
Building Your "App Stack"
The power of Xero isn't just the ledger; it's the ecosystem. We connect industry-specific tools to automate your unique workflow.
Retail & E-commerce
We connect Shopify, Stripe, and A2X to Xero. This automates daily sales data, separates fees from revenue, and tracks VAT correctly across borders.
Construction & Trade
We link Simpro or Tradify to Xero. This ensures job costing is accurate, material costs are tracked, and CIS deductions are automated.
Is my data safe?
Cloud accounting is safer than a desktop server in your office.
Xero uses bank-grade encryption and multiple redundancy layers. Your data is backed up automatically, every second.
Learn about our Bookkeeping ServiceSecurity Standards
- Two-factor authentication (2FA) enforcement
- ISO 27001 certified data centres
- User access controls (restrict who sees what)
- Automatic audit trails of every action
- GDPR compliant data handling
Pricing Clarity
Migration is a one-off project fee. No ongoing subscription to us unless you choose managed bookkeeping.
Project Fees
Fixed Fees Apply
One-Off Setup Packages
We charge a fixed project fee to get you live.
New Setup
Project Fee
For brand new companies with no history.
- Xero Ledger Setup
- Bank Feed Connection
- Invoice Branding
System Audit
Project Fee
Fixing a broken Xero setup.
- Chart of Accounts Review
- VAT Settings Check
- Bank Rec Clean-up
Full Migration
Custom Quote
Moving from Sage/QB Desktop to Xero.
- Historical Data Import
- Debtor/Creditor Migration
- Parallel Run Support
Common Questions
No. It is designed for non-accountants. Plus, we include a training session in every setup package.
Yes. We can import customer lists, supplier lists, and historical balances so you don't start with a blank slate.
Yes, you pay the Xero subscription directly at their standard rates. We can often help you select the right plan and secure any available partner discounts.
No. We recommend keeping a read-only backup of your old system, but we bring across the opening balances needed to continue trading seamlessly.
