Fantail Accountancy
(+44) 07754 199911 Book a free consultation
Home Services Industries Pricing About Resources Contact Book a free consultation
Cloud accounting & Xero setup

Xero setup & migration in London

As a Xero Gold Partner we set Xero up properly from day one — migrating you from your current system with no disruption, connecting your bank feeds and apps, and automating the busywork so your books look after themselves.

Book a free consultation What's included
What's included

A Xero setup that's done right

Everything needed to get you onto the cloud cleanly and working efficiently from go-live.

Setup or migration

A fresh Xero setup, or a clean migration from your current system.

Chart of accounts

A sensible, tailored chart of accounts that makes your reporting useful.

Bank feeds

Automated bank feeds connected so transactions flow in and reconcile fast.

App-stack integration

Datamolino for bills, Vend/POS for retail and the right apps for your model.

Automation rules

Bank rules and workflows set up to take the repetitive work off your plate.

Data & opening balances

Historical data and opening balances migrated accurately, with a tidy handover.

How it works

Onto the cloud, without the headache

A clear, low-disruption path from your current setup to a clean Xero you can rely on.

1

Free consultation

We review your current setup and agree what good looks like for you.

2

Plan & migrate

We migrate your data and opening balances carefully, checking as we go.

3

Connect feeds & apps

Bank feeds and your app stack connected, with automation switched on.

4

Training & go-live

We show you the ropes and hand over a tidy, working Xero.

Why Fantail

Gold Partner expertise, no-disruption migration

  • Xero Gold Partner expertise

    We set Xero up the way a specialist would — properly, the first time.

  • No-disruption migration

    We move you across carefully so your day-to-day keeps running throughout.

  • The right apps for your business

    We recommend a lean app stack that saves time instead of adding admin.

Who it's for

For anyone moving to the cloud

Whether you're new to Xero or migrating from another system, we tailor the setup to your sector.

Creative & agencies
Retail & eCommerce
Hospitality
Professional services

Simple, transparent monthly packages

Xero setup and migration is a one-off project we quote up front; ongoing bookkeeping runs on a fixed monthly fee.

See pricing
More services

Related services

Bookkeeping

Once you're set up, we keep your books accurate and reconciled.

Learn more

Management accounting

Turn your new Xero data into plain-English monthly reporting.

Learn more

Xero training

Hands-on coaching so you and your team feel confident on Xero.

Learn more

VAT & compliance

MTD-ready VAT, with deadlines tracked and returns filed on time.

Learn more

Payroll

Your team paid correctly and on time, connected to Xero.

Learn more

All services

See the full range of support, from bookkeeping to payroll.

Browse all
FAQs

Xero setup & migration questions

Can you move me from another system?
Yes. Migrating businesses from spreadsheets, desktop software or other cloud packages to Xero is something we do regularly. We plan the move carefully so your day-to-day keeps running while we switch you across.
Will I lose any of my data?
No. We migrate your historical data and opening balances accurately and check everything reconciles before go-live, so you keep your history and start on Xero with confidence.
How long does a migration take?
It depends on the size and complexity of your business and the system you're coming from, but most setups and migrations are completed within a few weeks. We'll give you a clear timeline at your consultation.
Which apps do you recommend?
It depends on how you work. Common choices are Datamolino for automated bill capture and Vend for retail point of sale, but as a Xero Gold Partner we match a lean app stack to your business rather than over-complicating it.
Will you train my team?
Yes. Go-live includes showing you and your team how to use your new setup, and we offer dedicated Xero training if you'd like deeper, hands-on coaching afterwards.

Ready to move to Xero?

Book a free, no-obligation consultation and we'll plan your migration.

(+44) 07754 199911
Book a free consultation