AI-assisted migration

Leave Xero without leaving anything behind.

Every client, every ledger, every receipt — moved into LedgerOne in days, not weeks. No re-keying, no lost history, no double-billing.

The five-step migration

Every migration follows the same predictable path. Standard plan: 2–3 weeks. Priority Migration add-on: 5 working days.

01

Export from Xero & Dext

Day 1 — 30 min per client

You (or we, on the Priority Migration plan) export standard reports and receipt archives from Xero and Dext. We accept CSV, iXBRL, and the native export formats — no bespoke work required.

02

AI maps your chart of accounts

Day 1 — automatic

Our AI matches your existing chart of accounts, tax codes, contacts, and categories to LedgerOne's structure. You review the proposed mapping in a single side-by-side screen and approve or adjust in minutes.

03

Historical data imported

Days 1–2

Trial balances, invoices, bills, bank transactions, and reconciliation history are imported at the client's opening balance date. Attached receipts from Dext are re-linked automatically.

04

Parallel-run week

Days 3–7

Run LedgerOne alongside Xero for one full week. The AI copilot reconciles both books and flags any variance to the penny. Nothing goes live until you sign off.

05

Cutover & Xero cancellation

Day 8

Once you're happy, we flip live filings, bank feeds, and client access to LedgerOne. We help you cancel Xero and Dext seats on the same day so you stop paying twice.

What we migrate

Everything you'd expect, and a few things you might not. If it exists in Xero or Dext, we've built a mapping for it.

All data transferred with TLS 1.3, encrypted at rest in the UK/EU, and logged to an immutable audit trail — see the Security page for detail.
  • Chart of accounts, tax codes, tracking categories
  • Contacts (clients & suppliers) with balances
  • Historical invoices, bills, credit notes
  • Bank feeds and reconciliation history
  • Attached receipts, expense claims, PDFs from Dext
  • Fixed asset registers and depreciation schedules
  • VAT return history and reconciled positions
  • User accounts and role mappings

Migration FAQ

How long does migration actually take for a 200-client firm?

With standard AI migration, most firms are fully cut over in 2–3 weeks. With the Priority Migration add-on (£299), we complete it in 5 working days including a full parallel-run week.

Do we have to migrate all clients at once?

No. Most firms migrate in cohorts — often starting with 5–10 low-complexity clients to build confidence, then rolling the rest through in waves. Xero and LedgerOne can run side-by-side for as long as you need.

What happens to our historical records for HMRC?

All historical transactions, VAT returns, and supporting documents are imported with their original dates preserved. You retain a full audit trail for the statutory 6-year retention period, and we never delete data on cutover.

Is our client data safe during migration?

Yes. All transfers use TLS 1.3, data is encrypted at rest in the UK/EU, and every action is written to an immutable audit log. See our Security page for the full detail.

What if something goes wrong?

Nothing goes live until you explicitly approve the parallel-run report. If the reconciliation shows any variance we can't explain, we roll back and re-run — at no cost to you.