Group migration to Xero, reconciled to source
Moving several group companies from a legacy desktop ledger to Xero meant thousands of lines to re-map and reconcile.
- Legacy ledger, aging and journal exports mapped to the group chart of accounts
- Xero-ready import files built for opening balances, invoices, bills and manual journals
- An AI agent connected to Xero reads trial balances and ties bank, AR and AP back to source
Outcome: 57 journals / 669 lines rebuilt and balanced for one entity; bank, AR and AP reconciled to source.
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