AI-assisted Xero migration and reconciliation
Moving several group companies from a legacy desktop ledger to Xero meant thousands of lines to re-map and reconcile.
FusionETA project example · Client identity withheld · Live deployment
The business problem
Moving several group companies from a legacy desktop ledger to Xero meant thousands of lines to re-map and reconcile.
How the workflow works
- Claude parses legacy ledger, aging and journal exports and maps them to the group chart of accounts
- It builds Xero-ready import files for opening balances, invoices, bills and manual journals
- Connected to Xero through our own MCP server, it reads trial balances and ties bank, AR and AP back to source
Reported outcome
Outcome: 57 journals / 669 lines rebuilt and balanced for one entity; bank, AR and AP reconciled to source.
The reported 57 journals and 669 lines relate to one entity. They are a project-specific result, not a guaranteed outcome for every migration.
What a similar implementation needs
Legacy ledger exports, an agreed chart of accounts and access to the relevant Xero organisation.
We review access permissions, approval steps and exception handling with your team before agreeing the deployment scope.
Explore a similar workflow
Tell us which systems you use and which repetitive task you want to improve. We will assess the process and propose the next step.