Software setup and training

Step 1:

Our specialists extract and convert your existing data to Xero, Sage, or QuickBooks:

  • opening balances

  • chart of accounts

  • pay items,

  • tax rates,

  • customers,

  • suppliers,

  • inventory and fixed assets.

Step 3:

We go live and train your team:

  • Your team gets trained on Xero, Sage, or QuickBooks

  • We do an official handover

  • You gain independence

Step 2:

We configure your organisation:

  • user roles

  • Bank feeds and

  • tracking categories,

  • customise invoices, and

  • integrate any inventory or manufacturing add‑ons

Speak to an advisor