Client Overview
SweetTree Home Care Services is one of the UK’s leading providers of home care and support services, delivering high-quality care solutions to individuals and families across London and the South East.
As the organisation expanded, its finance team was responsible for managing the financial operations of four companies within the group. While NetSuite ERP had supported the business for many years, the finance team identified an opportunity to simplify processes, improve efficiency, and provide users with a more intuitive cloud accounting platform.
To achieve this, SweetTree Home Care Services partnered with eCloud Experts, a Xero Gold Champion Partner and NetSuite to Xero migration specialist, to deliver a complete migration project.
Project Summary
Client: SweetTree Home Care Services
Industry: Home Care Services
Source System: NetSuite ERP
Destination System: Xero
Group Structure: 4 Companies
Historical Data Migrated: 3 Years of Full Transaction History
Services Delivered:
Historical Data Migration
Accounts Receivable Migration
Accounts Payable Migration
Bank Transaction Migration
Credit Card Transaction Migration
Finance Team Training
Post-Migration Support
The Challenge
SweetTree Home Care Services wanted to modernise its finance function while retaining access to historical financial information.
The project involved migrating four companies from NetSuite to Xero while preserving three years of detailed financial history.
Unlike many migration projects that only transfer opening balances, SweetTree wanted to retain complete transaction-level information to ensure continuity of reporting and maintain access to historical records without relying on the legacy ERP system.
The migration scope included:
Sales invoices and credit notes
Purchase invoices and supplier credits
Customer receipts
Supplier payments
Bank transactions
Credit card transactions
Manual journals
Accounts Receivable balances
Accounts Payable balances
Historical reporting data
In addition to the migration itself, the finance team faced several operational challenges.
Slow Month-End Close
Month-end reporting required significant effort due to manual processes and complex workflows.
Complex Bank & Credit Card Reconciliations
Reconciling bank and credit card transactions was time-consuming and often required extensive manual review.
Supplier Payment Processing
Managing supplier payments across multiple companies involved unnecessary administration and reduced visibility of outstanding liabilities.
Expense Claim Administration
Expense claims were taking longer than necessary to process, creating inefficiencies for both employees and the finance team.
SweetTree’s objective was clear: implement a simpler, more efficient finance platform while maintaining complete financial accuracy.
Why SweetTree Chose eCloud Experts
Migrating from NetSuite to Xero is a complex process that requires both technical expertise and practical accounting knowledge.
SweetTree selected eCloud Experts because of our proven track record delivering large-scale migrations involving:
NetSuite ERP
Microsoft Dynamics 365 Business Central
Multi-company group structures
Historical transaction migrations
Our team specialises in ensuring organisations retain accurate historical data while improving operational efficiency through cloud accounting solutions.
The Solution
eCloud Experts delivered a complete end-to-end migration project covering all four companies within the SweetTree group.
Discovery & Planning
The project began with a detailed review of SweetTree’s existing NetSuite environment.
We worked closely with the finance team to understand:
Reporting requirements
Group company structure
Month-end procedures
Supplier payment workflows
Credit card management
Expense claim processes
Historical reporting needs
This ensured that the new Xero environment would support both current and future business requirements.
Historical Data Migration
Our migration specialists extracted, transformed, validated, and imported three years of historical transaction data from NetSuite into Xero.
The migration included:
Sales invoices
Credit notes
Purchase invoices
Supplier credits
Customer receipts
Supplier payments
Manual journals
Bank transactions
Credit card transactions
Customer records
Supplier records
Opening balances
Each company was independently reconciled to ensure complete accuracy before go-live.
Data Validation & Reconciliation
A rigorous validation process was performed to ensure:
Trial balances matched NetSuite
Accounts Receivable balances reconciled
Accounts Payable balances reconciled
Bank balances matched
Historical reports remained accurate
Financial integrity was maintained across all four companies
Xero Configuration
Each Xero organisation was configured to support SweetTree’s operational and reporting requirements.
The configuration focused on simplifying workflows while improving visibility and control.
Finance Team Training
Following the migration, eCloud Experts delivered tailored Xero training sessions for the finance team.
Training included:
Bank reconciliation
Credit card reconciliation
Supplier payment processing
Expense management
Accounts payable workflows
Accounts receivable management
Financial reporting
Month-end procedures
Xero best practices
This ensured the team could confidently use Xero immediately after implementation.
Results
The migration was completed successfully across all four companies within the SweetTree Home Care Services group.
Three years of full historical financial data were successfully migrated, allowing the finance team to access historical information directly within Xero without relying on NetSuite.
Key Outcomes
✅ Successful migration of four group companies from NetSuite to Xero
✅ Three years of full transaction history successfully migrated
✅ Historical bank and credit card transactions preserved
✅ Accounts Receivable and Accounts Payable balances fully reconciled
✅ Accurate opening balances across all companies
✅ Finance team successfully trained on Xero
✅ Minimal disruption during implementation
Business Benefits
Faster Month-End Close
The finance team significantly reduced the time required to complete month-end procedures through simplified workflows and improved reporting capabilities.
Faster Bank Reconciliation
Automated bank feeds and Xero’s intuitive reconciliation tools enabled transactions to be processed more efficiently and accurately.
Faster Credit Card Reconciliation
Credit card accounts became easier to manage, reducing the time spent matching transactions and investigating discrepancies.
Faster Supplier Payments
Improved visibility of supplier balances and streamlined payment workflows enabled the finance team to process payments more efficiently across all four companies.
Faster Expense Claim Processing
Expense claims could be reviewed, approved, and processed more quickly, reducing administration and improving employee experience.
Improved Financial Visibility
The finance team gained real-time access to financial information, allowing faster decision-making and better control across the group.
Increased Productivity
By reducing manual processes and simplifying everyday accounting tasks, the finance team was able to focus on more strategic activities that support the wider organisation.
Client Feedback
“Migrating four companies from NetSuite to Xero was a significant undertaking for our organisation, and eCloud Experts delivered the project professionally from planning through to implementation and training.”
The team took the time to understand our existing processes and worked closely with us throughout the migration. The transition was smooth, the data was migrated accurately, and our finance team quickly adapted to Xero following the training sessions.
Since moving to Xero, we have seen noticeable improvements in efficiency. Our month-end process is significantly faster, bank and credit card reconciliations are easier to complete, supplier payments are more streamlined, and expense claims are processed much more efficiently. These improvements have helped us reduce manual administration and gain better visibility across our finance operations.
We would highly recommend eCloud Experts to any organisation considering a migration from NetSuite to Xero.”
Anthony Lionakis
Finance Director
SweetTree Home Care Services
About eCloud Experts
eCloud Experts is a Xero Gold Champion Partner and global accounting software migration specialist. We help organisations migrate from NetSuite, Sage, Microsoft Dynamics, QuickBooks, and other ERP systems to Xero while maintaining complete financial accuracy.
Our services include:
NetSuite to Xero Migration
Historical Data Migration
Multi-Company Group Migrations
Xero Implementation
Finance Process Optimisation
Whether you require a simple migration or a complex multi-entity project with years of historical data, eCloud Experts has the experience and expertise to deliver a successful outcome.
