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Xero Migration Service UK · Certified FreeAgent Conversion Specialists
FreeAgent to Xero Migration Without Losing Logic
Your FreeAgent history already tells a story — who owes you money, what you’ve paid, how VAT was treated, which projects are active and where the bank actually stands.
We move the records that still matter, rebuild what doesn’t translate cleanly, and set up Xero around the business you’re running now.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Xero Gold Champion Partner
UK-Based Migration Team
Historical Data Migration
Reconciliation Before Handover
Trusted by Businesses Worldwide
Yes.
Can FreeAgent be Migrated to Xero?
Yes, FreeAgent export gives us your contacts, invoices, bills, expenses, bank transactions, projects, timeslips and more. But moving data is the easy part. Making it accurate, usable and ready for your team—that’s the work we do.
Don't Rebuild FreeAgent Inside Xero
If you’re leaving FreeAgent because your business has changed, reproducing the old setup line for line defeats the point.
We preserve the history that matters and redesign what doesn’t—so your Xero setup supports how you actually work now.
Sometimes that means a new chart of accounts. Sometimes old projects stay in the archive. Sometimes a category that made sense years ago has no place in your reporting today.
It’s not about making Xero look like FreeAgent.
It’s about making Xero work for your business today.
A migration isn’t just a technical job. It’s an accounting decision. We treat it that way.
Signs Your Business Needs Xero
When We Think Moving to Xero Is Worth It
Your finance team is growing
More people need controlled access to the same accounts.
Management reporting is getting harder
Important reports are being rebuilt outside the accounting system.
Apps now matter to the finance workflow
Payments and reporting tools need better connections.
You're working across currencies
Foreign-currency transactions and balances need stronger control.
The business has changed shape
Business needs no longer match accounting setup.
Month-end is becoming more formal
Clearer processes, reviews and financial controls are needed.
From FreeAgent Into Xero
What We Move From FreeAgent
Eight record types, mapped from source to destination.
|
Record
|
FreeAgent
|
Our treatment
|
Xero outcome
|
|---|---|---|---|
|
Contacts
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Customers and suppliers
|
Clean duplicates and standardise details
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One usable contact list
|
|
Sales Invoices
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Historical and unpaid invoices
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Rebuild agreed history and open balances
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Accurate receivables
|
|
Supplier Bills
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Historical purchases and unpaid items
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Map and migrate agreed supplier history
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Reliable payables
|
|
Bank Transactions
|
Imported and explained bank activity
|
Review transaction meaning and closing position
|
Reconciled bank accounts
|
|
Expenses
|
Business expenses and supporting records
|
Rebuild using the agreed accounting treatment
|
Clean expense history
|
|
Projects & Timeslips
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Projects, tasks and time records
|
Keep useful detail, archive the rest
|
Practical project reporting
|
|
Estimates
|
Open and historical estimates
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Recreate only where still operationally useful
|
Clean Xero quote pipeline
|
|
Attachments
|
Receipt images and files
|
Export separately and decide what needs retaining
|
Files available where they still matter
|
Records Requiring Extra Attention
Some Records Need More Thought
Explained Bank Transactions
"Explained" tells us how FreeAgent treated a transaction. It doesn't automatically tell us what Xero should show. We rebuild the treatment and check the final bank position.
Projects and Timeslips
Keep useful project details in Xero and archive outdated timesheets that no longer support business needs.
Recurring Billing
Migrate historical invoices, then rebuild future recurring billing correctly inside Xero for accurate ongoing accounting.
VAT and Payroll
These areas need a controlled cut-off. We're interested in giving Xero the correct starting position, not recreating obligations that have already been dealt with.
Choose the Right History
How Much History Should You Actually Move?
Opening Position
A clean starting point with the required balances and open items.
Best when: Old transaction details support audits or reporting.
History Comparison
Compare recent performance against previous financial periods.
Best when: Transaction details support audits or reporting.
Detailed History
More historical accounting periods are rebuilt inside Xero.
Best when: Transaction details support audits, disputes, or reporting.
Our recommendation
Move what you'll actually use.
Five years of history sounds reassuring. Five years of migration work is less exciting when nobody ever opens year four.
Build Xero Right First
We Design Xero Before the Main Migration
Chart of Accounts
Built around the reports you need now.
Tracking
Designed for the way management wants to view performance.
Bank Structure
Prepared around the accounts and feeds you'll actually use.
Tax Settings
Configured around the current business position.
Projects
Active work gets the right treatment from day one.
Apps
Only useful integrations make it into the new setup.
How we run it
Our Migration Process
01
Understand the Business
We understand why you’re moving and what needs to work from day one.
02
Review FreeAgent
We review your FreeAgent data, identify key issues, and resolve problems before starting the Xero migration.
03
Fix the Scope
We agree what moves, what stays behind, the conversion date and what we’ll use to prove the migration is correct.
04
Prepare and Map
The FreeAgent data is cleaned and reshaped for the agreed Xero structure.
05
Migrate and Reconcile
Data moves in controlled stages. Balances are checked while the migration is happening — not weeks afterwards.
06
Go Live and Stabilise
Banking, users and operational settings are finalised. Then your team gets trained on the workflows they’ll actually use.
Timing and Cost, Clearly Explained
Timing and Cost
How Long Does It Take?
A clean FreeAgent account with a simple cut-off can move quickly. A smaller account with old project data, several banks, foreign currencies and unexplained differences may take longer.
The biggest drivers are:
- History depth
- Transaction volume
- Bank complexity
- Open invoices and bills
- Currencies
- Projects
- Attachments
- Data quality
What Does It Cost?
We don’t price migrations by software logo. We price the work. Two FreeAgent accounts with the same transaction count can have completely different levels of complexity.
Your proposal sets out :
- Migration period
- Included records
- Xero setup
- Reconciliation work
- Training
- Timeline
- Fee
- Exclusions
Who we help
Why eCloud Experts
You can find someone to import CSV files. That’s not the difficult part. The value lies in deciding what belongs in Xero, what should stay historical, how far back the migration should go, how the accounting structure should change and how the finished balances will be proved.
That’s the work we focus on.
- FreeAgent migration experience
- Xero implementation knowledge
- Accounting-led mapping
- Historical migration options
- Reconciliation before handover
- Multi-currency capability
- Xero training
- Post-migration support
Everything We Need to Get Started
What We Need From You
To quote properly, we need:
- Migration period
- Approximate transaction volume
- Number of bank and card accounts
- Projects or timeslips used
- Payroll status
- VAT status
- Foreign currencies
- Attachment requirements
- Financial year end
- Preferred go-live date
You don’t need to design the technical migration yourself.
We’ll recommend the right approach.
EXPLORE MORE XERO MIGRATIONS
More Platforms We Migrate to Xero
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
Notes to the migration
FreeAgent to Xero Migration FAQs
No complete one-click route removes the need for mapping, setup and reconciliation.
Usually not. Move the history your team will actually use.
We review the accounting treatment and final bank position rather than treating the FreeAgent status as an automatic Xero reconciliation.
Yes, where the detail is still useful. Older material can also be retained as historical reference.
Yes. FreeAgent exports files separately, so attachment handling is agreed as part of the scope.
Yes, where the source records and Xero setup support the currencies involved.
We plan a controlled cutover around the agreed go-live date.
After the migration has been checked and the historical records you need have been secured.
The source data decides that. We confirm timing after review.
We quote against the agreed migration scope rather than offering a generic software-to-software price.
Plan your conversion
Ready to Move From FreeAgent to Xero?
Tell us what’s changed in the business and what you need Xero to do better.
We’ll review the account, recommend how much history is worth moving, and define the migration before any records are touched.