Xero Accounting Setup & Support for Agencies
Xero is a powerful tool — when it is set up properly. We configure it specifically for agency workflows so you get accurate data and useful reports from day one.
Sound familiar?
These are the challenges we hear from agency founders every week.
Your Xero file is a mess
Transactions in the wrong categories, bank feeds not reconciled, VAT codes all over the place. When the foundation is wrong, every report you pull is misleading.
You are not using Xero to its full potential
Xero has powerful features — tracking categories, repeating invoices, project tracking — but most agencies only scratch the surface. You are paying for a tool you are not fully using.
Migrating from another platform feels overwhelming
Moving from Sage, QuickBooks, FreeAgent, or spreadsheets to Xero sounds like a nightmare. You are worried about losing data or getting the transition wrong.
What's included
Everything you need, handled by accountants who specialise in agencies.
Xero setup and chart of accounts configuration
We set up Xero with an agency-specific chart of accounts, tracking categories for departments or clients, and proper VAT coding from the start.
Data migration from other platforms
We handle the full migration from your existing software — transferring opening balances, historical data, and customer/supplier records cleanly.
Bank feed connections and payment integrations
We connect your bank accounts, payment processors, and invoicing tools so transactions flow into Xero automatically.
Staff training and onboarding
We train your team on the day-to-day tasks — raising invoices, capturing receipts, approving bills — so everyone knows their role in keeping the books clean.
Ongoing Xero health checks
Regular reviews of your Xero file to catch errors, tidy miscategorisations, and ensure everything is reconciled and ready for reporting.
App stack recommendations
We advise on the best Xero-connected apps for your agency — receipt capture, time tracking, project management, and payment processing.
Frequently asked questions
A straightforward migration typically takes 2-4 weeks. More complex migrations with years of historical data or multiple entities can take longer. We plan the timeline with you and handle the heavy lifting so there is minimal disruption.
Yes. All Alto Accounting plans include a Xero subscription and Apron for receipt capture, so there is no extra software cost to worry about.
We start with a Xero health check to identify what needs fixing. Common issues include incorrect VAT coding, missing bank reconciliations, and a chart of accounts that does not suit your business. We clean everything up and restructure it for better reporting.
Yes. We help agencies connect Xero with tools like Harvest, Toggl, Monday.com, and others. This lets you track project profitability and link time data back to your financials.
Ready to get started?
Get Xero working for your agency — book a free setup consultation
Free Financial Health CheckNo obligation. No hard sell. Just a genuine conversation about your agency's finances.