Migrate to the cloud with ease and efficiency

You already know the benefits of going digital. You’re sold on the advantages of future-proofed software like Xero. But the practical process of moving all your data and processes over to your chosen software can feel like a complex and overwhelming project.

Leave your migration process in good hands

We know software migration is tough, tricky and takes time. We can help. We provide a team of trained experts who take care of the migration for you, leaving you free to get on with your day job.

With AdvanceTrack, migration is a one off project with a start and end date.

It’s frustrating when a big change in your business feels like it’s taking forever. It’s confusing trying to keep up with two systems at the same time. We aim to limit that waiting time as much as possible.

Discovery

Why choose us?

Discovery

We move large data sets. We moved 1,700 clients to the cloud for just one client
We have strong processes built over many migrations
You’ll have a dedicated team of trained experts in the cloud
We’re a trusted migration partner of Xero
Our whole ethos is centred on driving efficiencies
You can rely on an international standard of data security

Discovery

How our 4-step migration process works

This includes you! When you partner with a dedicated offshoring team, you can spend time on the development of your brightest and best. Your team can do work that’s more challenging and fulfilling, and you can let go of some of the tasks that currently depend on you.

We start by assessing what we’re working with. We look at the quantity and complexity of the data you need to move. We’ll give you a quote based on our findings and an estimated timeframe.

Next we identify how to get the data from your existing software to your new cloud software. Usually we’ll collaborate with your accountant or the person who manages your financial data, as they’ll understand how it is used and all its complexities.

We move the data across. The moving time varies depending on the amount of data in your software, and can be up to two weeks including checks and reviews.

Finally, we carry out process checks to make sure the moved data can be relied on. Your accountant will be involved in the quality control checks without needing to interfere with your work.

How you can help us help you

During the process we will have some questions to ask and require some reviews. To make this process run as quickly and smoothly as possible, collaborate with us by answering the team’s questions and reviewing the system once migrated to make sure you’re happy.

Your Xero-trained team are equipped to deal with all sizes of business

Like our long-standing clients, MHA Carpenter Box, you might need to move a large volume of transactions built up across multiple years. See what a transfer might look like for you.

Successful accounting tech migration

Our client had been an early adopter of cloud accounting technology, but their existing tech wasn’t fit for future purpose.

They improved their project management capability by bringing in Xero and AdvanceTrack gave us advice on how to tidy up the migrating files.

We’re now better placed to provide our client with more up-to-date financials, and can provide better and more timely client advice.

Successful migration from Sage to Xero for large international companies

Two large international companies needed help migrating from Sage to Xero, including 1000’s of transaction lines which also needed reconciling.

The migration was delivered cost-effectively and accurately.

They now have clean, quality data with meaningful reports with cloud tools that can be connected using Xero.

Take the easier path to digital accounting

Send a message to our cloud team to talk about your specific migration needs and challenges.

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