Xero Services
Specialist Xero implementation, migration, training and ongoing support for businesses operating in Spain and internationally.
More than just software installation
Getting value from Xero requires the right configuration, connected processes and properly structured data. We handle the complete setup or migration, configure your chart of accounts for Spanish compliance, build the reports you actually need and train your team to use the platform confidently.
Our Xero Services
Xero Implementation & Setup
Full configuration of a new Xero account tailored to your business. This includes chart of accounts setup (aligned to Spanish PGC or international standards), invoice and quote templates, bank feed connections, payment terms, tax rates and user access. We test the setup before handover.
Migration to Xero
Structured data migration from Sage, QuickBooks, Holded, A3, Excel or other accounting systems. We review your existing data, clean where needed, import transactions and balances, and validate accuracy before going live. We handle the complexity so your team has a clean starting point in Xero.
Xero Training & Support
Practical, focused training sessions for business owners, finance teams and bookkeepers. We cover the workflows your team actually uses — invoicing, expense claims, bank reconciliation and reporting — in English or Spanish. Ongoing support is available on a retained or ad-hoc basis.
Workflow Automation
Reducing the time spent on manual data entry through Xero automation features: bank rules, recurring invoices, repeating bills, automatic payment reminders and integration with tools in your workflow. We map your current processes and identify where automation adds genuine value.
Financial Reporting & Analysis
Customised management reports and dashboards built within Xero. Profit and loss by department or project, cash-flow statements, budget vs actual comparisons, aged receivables and payables, and any KPIs relevant to your business. Reports can be scheduled for automatic delivery.
App Integrations
Connecting Xero with other platforms in your business: Shopify, WooCommerce, Stripe, PayPal, Dext (Receipt Bank), HubSpot, Pipedrive, Forecast and others in the Xero app ecosystem. We identify the right integrations, configure them correctly and test the data flow.
Multi-Currency Management
Configuration and management of multi-currency transactions in Xero for businesses operating across multiple countries. This includes setting up currency accounts, managing exchange rate differences, reconciling foreign currency bank accounts and reporting in your base currency.
Our Xero process
A structured approach from initial assessment through to ongoing support.
Initial Assessment
We start by understanding your business: what you sell, how you operate, what accounting you need, and what your reporting requirements are. This shapes the configuration that follows.
Process Review
We review your current accounting processes, data sources and pain points to identify where Xero can bring the most benefit and which integrations or automations are relevant.
Configuration or Migration
We configure Xero from scratch or migrate from your existing system. The chart of accounts is set up correctly, bank feeds are connected and all settings are tested.
Testing
We run through real scenarios — invoices, payments, reconciliations — to confirm everything works correctly before you begin using the system for live transactions.
Training
We train the people who will use Xero, focusing on the workflows they actually need to manage. Training is practical, not theoretical, and is available in English or Spanish.
Ongoing Support
After go-live, we are available for questions, adjustments and additional configuration. Ongoing accounting support, monthly reporting and system optimisation are available on a retained basis.
Ready for a Xero Assessment?
Tell us about your business and current accounting setup. We will explain what a Xero implementation or migration would involve for you.