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Conversion balances

Opening balances that reconcile cleanly from day one.

Clearer work, fewer loose ends

  • Opening balances that reconcile cleanly from day one.
  • Start mid year without losing the first half of the year.

Conversion balances

Step 1

Opening balances that reconcile cleanly from day one

Start mid year without losing the first half of the year.

What your accountant sees

Enter or import conversion balances with a dedicated management screen, so the changeover date is clean and defensible.

Back to Client Workspace
  • Guided onboarding

    From signup to a live set of books, in order.

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  • Data imports

    Bring your own spreadsheets.

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  • Managed Xero migration

    Move from Xero with the migration handled for you.

    Read more

See conversion balances on your own data