A Xero to ERP migration usually comes after years of adding apps around Xero until the stack itself becomes the problem. Multiple entities, inventory held in a separate tool and reporting rebuilt in spreadsheets are the usual signs. Lucentive helps you decide whether it is time, then moves you.
When Xero plus add-ons stops being enough
- More than one entity, with consolidation done outside the books.
- Inventory in a connected app whose costs never quite match the ledger.
- Approvals, purchasing and reporting spread across several subscriptions.
- Auditors or lenders asking for controls the current setup cannot show.
How the migration works
- Map Xero accounts and tracking categories to a chart of accounts and dimensions built for your reporting.
- Clean contacts and items before they move.
- Bring over opening balances and the history you need.
- Run a parallel close before go-live.
Keep what still works
Accounting and inventory move into the core system. Add-ons that do their job well, such as payroll or expense tools, can stay and connect to the new ledger instead of being replaced for the sake of it.
Start with an honest check
If Xero still fits, we will say so. The fixed-fee ERP advisory gives you a clear answer, and the fee is credited against implementation if you go ahead.
Common questions
Can we keep Xero for one entity?
Sometimes. A smaller entity can stay on Xero with its results brought into consolidation, if that is simpler than moving it. The advisory weighs that against running everything on one system.
How long does the move take?
It depends on the number of entities and connected apps. The advisory sets the scope and timeline before any work starts, so everyone knows the plan before it begins.
Do our Xero add-on subscriptions end straight away?
No. Add-ons that move to the new system switch over at go-live, and those that stay keep running and connect to the new ledger. Nothing is cancelled until the parallel close has proved the new numbers.
How we work
- Assess: a fixed-fee advisory, usually two to four weeks, built from your actual close and ending in a recommendation you can act on.
- Implement: chart of accounts, integrations and data migration, proved by a parallel close before go-live.
- Support: the principal consultants who built the system stay on after launch.
Related services: QuickBooks to Cloud ERP Migration and ERP Data Migration Services. Or see all our ERP consulting services.