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Pandle to Xero Implementation

Including Multicurrency and Group of Companies

 

GET A QUOTE BOOK A DISCOVERY CALL

Our Approach

Discovery calls and business analysis

Customize implementation plan

Your Organization Setup

One-on-one or group Xero training session

Supported by Xero Certified advisor

Ongoing support for your business

Pandle to Xero Migration

Are you looking for a hassle-free way to migrate from Pandle to Xero? eCloud Experts can help! We offer comprehensive Xero Migration Services that will ensure all your financial data is transferred accurately and efficiently. Plus, we’ll work with you to choose and implement the best Xero add-ons to suit your needs – so you can streamline your business operations right away.

We’ll also train you on how to use Xero so you can get the most out of it. So whether you’re looking to make the switch to cloud accounting or want to take advantage of the latest Xero features, our team of migration experts are here to help.

Types of business we can convert into Xero?

  • ^Sole Trader
  • ^Ltd Companies
  • ^Partnership Business
  • ^Charity Organization
  • ^Multicurrency Business
  • ^Franchise Business
  • ^Dual VAT Registered Business
  • ^Group of Companies
  • ^Overseas Entities Migration
  • ^E-commerce Business
  • ^Blockchain & Crypto Business
  • ^Any small and medium Size Business
  • ^Sole Trader
  • ^Ltd Companies
  • ^Partnership Business
  • ^Charity Organization
  • ^Multicurrency Business
  • ^Franchise Business
  • ^Dual VAT Registered Business
  • ^Group of Companies
  • ^Overseas Entities Migration
  • ^E-commerce Business
  • ^Blockchain & Crypto Business
  • ^Any small and medium Size Business
What’s included in our Pandle to Xero conversion Service

Company details Setup

We will setup up a brand new Xero organization for your startup or new business.

Historical Transaction Import

We will bring across all historical transaction from your existing accounting software to your new Xero account includes all invoices, orders, bills, payments, journals and bank account transactions

Customize charts of Account

We will create and configure your chart of accounts as per source file

Import Contacts

We will import all contacts – customers, suppliers, employees from your existing accounting software

Bank Accounts and Feeds

We will setup bank accounts and activate Bank feed for your business and credit card accounts

Multicurrency Bank Account

We will setup multicurrency Bank Account and bank feeds

Financial Settings

We will Set up tax and financial settings, including GST/VAT/sales tax rates.

Customise Dashboard

We will customize your Xero Accounting Dashboard

Customize invoice template

We will create and customize invoice template for your organization

Payment Gateway Setup

We will set up payment gateway such as Paypal, Stripes, WorldPay to get paid quickly

Hubdoc setup

We will setup and integrate Hubdoc with Xero

Setup Users

We will add and manage users to give your team or accountant access to your Xero file

Customised Reports

We will setup customize reporting template for your business.

Set up connected App

We will Review and suggest appropriate additional connected App to increase efficiency in your accounting and bookkeeping

Payroll Setup

We will Setup all employees in Xero Payroll and bring across opening balances, deduction and benefits in kind

Pension Setup (UK Only)

We will setup pension scheme with NEST, Smart Pension and other pension provider.

Consolidated Reporting

We will setup consolidated reporting for your business

Tracking category

We will setup or import department/cost centre/tracking category for your business

Fixed Asset register

We will setup fixed asset registrar and deprecation rules to your new Xero organization

Group VAT Return

We will setup Group VAT MTD return for your organization

Training

We will provide 6 hours online live training session

Support

We will provide 30 days aftercare email and online live support via zoom
We make our best attempt to give you the exact image of your Pandle data, however, due to the limitations of few fields which are different in Pandle and Xero, we might have to use some workarounds to bring the transactions.

 Benefit of using Xero?

Automated Bank Feed

Xero can save you time by connecting to your bank and importing transactions every business day so you can avoid countless hours of manual data entry

Faster Online Payment

 Xero can help you get paid up to twice as fast by connecting you to online payment platforms like Stripe, GoCardless and others

Easy Invoicing

 Create professional recurring invoices and
receive updates when they’re opened

Real time information

 You’ll have a clear overview of your current financial position, in real-time.

Pay bills

 Manage your cashflow by scheduling payments and batch paying suppliers

Connect to 1000+ other apps

 invoicing, time tracking, inventory, expenses and more all integrate with Xero.

Unlimited Users

 Unlimited collaboration in the cloud with staff and financial advisors

Payroll

 Seamless accounting and payroll, in one place

Access from anywhere and anytime

 Xero is a cloud accounting software that makes it available anywhere and at any time using a computer or mobile phone with internet access.

Why eCloud Experts for Xero Migration?

Certified Advisor

We are Xero certified advisor and Champion partner

Migration Specialist

 Extensive knowledge of Xero Migration, applications, and system

Bespoke Setup

 We provide bespoke Xero Setup service based on your needs

Import 100% of your data

we convert full previous years to date and up to 12 financial years transactions to your new xero account. We make sure you get a complete mirror image of
your financial data

Payroll

All transactions and payroll are setup so you can pick up where you left off.

Add Ons & Integrations

We partner with the best Xero Add-Ons to maximise the performance of your business.

Done for you

We take care of everything for you – from start to finish. You will not need to be involved until the point of training.

Quick Turnaround

We can convert all your data to Xero quickly and efficiently in speed ranging from 3-5 hours up to 3-7 working days (depending on nature of your
conversion)

Expert Trainers

Award winning Xero trainers and consultants

Premium Support

Extensive support before, during and after the conversion.

Some of our Xero Migration & Setup Clients

How Xero Setup Works

Step 1

Book a discovery call

To kickstart your Xero setup, Book A 30 Minutes Discovery Call with our Xero Migration Experts.
Step 2

Discovery Session

In this 30-minute discovery call with our experts; we will analyse your business needs, understand your current Bookkeeping software and your goals for the future. After a discovery call with you, one of our Xero Migration Experts, will conduct a business analysis and design a bespoke Xero Set up plan for your business. We will then send you an online proposal that will provide you with a full breakdown
of costs, so you know exactly what you are paying.
Step 3

Xero Setup

Once you accept our online proposal and provide us with the information we require, our team will get to work on the migration process.Our turnaround time ranges from 3-5 hours up to 3-5 working days (dependent upon nature of conversion)
Step 4

Xero Training

Once your Xero organization is fully setup, you get one session of training which is approximately 4 hours with our Certified Xero Advisor. Within this session, we show you how to effectively utilise the tools and features of Xero that are specific to your business. You learn how to use Xero’s impressive features so you can become your own Xero expert in an instance!

Ready to move over to Xero from Pandle? Click below!

BOOK A DISCOVERY CALL

Looking for a Bespoke Xero Migration Quote? Complete
our Xero Migration Questionaries Below!

Xero Migration Questionaries

Check out our related service

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Xero Training

As a leading Xero Gold Champion partner and certified advisor, we provide various Xero training courses, including Xero Payroll, Xero Practical Accounting Training, Xero project and WorkflowMax Training

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Xero Payroll Setup

As a leading Xero Champion Partner and certified Advisor we regularly Set up Xero Payroll as a new or part way through a Tax year

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Xero Basic Setup

Xero Basic setup is ideal for new or start-up Business. This also ideal for business who have no accounting system or whom are working off Microsoft excel spreadsheets.

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Never Do It On Your Own Again

With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.