Xero Implementation.
We set up Xero for businesses whose accounting is international, such as overseas subsidiaries of Indian groups and India-linked entities reporting to foreign owners. Xero has no Indian GST return or e-invoicing module, so for Indian books we either design how GST is recorded in Xero and handled alongside it, or recommend a locally compliant system.
Typically 1–3 weeks per entity. The number of entities, currencies and bank accounts, and the condition of the opening data, drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Overseas subsidiaries of Indian companies
- Foreign-owned groups that want the Indian entity in the same platform as the parent
- Service businesses invoicing in several currencies
What you receive at the end.
- 01Configured Xero organisation with tax rates and tracking categories
- 02Bank feeds and currencies set up
- 03Reconciled opening balances and open items
- 04Management and group reporting templates
- 05User training and a short operating guide
Xero Implementation, step by step.
Typically 1–3 weeks per entity. The number of entities, currencies and bank accounts, and the condition of the opening data, drive the time.
- 1
Entity scoping
We confirm each entity's country, currencies, tax registrations and reporting needs, and whether Xero can carry its compliance load.
- 2
Organisation setup
We configure the organisation, chart of accounts, tax rates, tracking categories, invoice templates and users.
- 3
Currencies and banks
Currencies, bank feeds and payment services are set up, and revaluation and reconciliation routines are agreed.
- 4
Opening data
Opening balances, open invoices and bills, and fixed asset registers are imported and reconciled.
- 5
Reporting and training
We build management and group reports, connect the apps you need and train your team.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Xero subscription and adviser access
- Entity details, tax registrations and financial year
- Trial balance and open items at the conversion date
- Bank and card account details for feeds
- Group chart of accounts or parent reporting format
- Names and roles of users
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Xero Implementation.
Ready to discuss Xero Implementation?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.