Still using spreadsheets or outdated software? It’s costing you more than time. Manual bookkeeping lost receipts, and unclear reports can waste hours every week. It also puts pressure on your team and makes audits harder than they need to be.
Xero Charity Migration helps you move to smarter, easier accounting — so your charity can focus on its mission, not paperwork.
Cloud Accounting specializes in Xero Charity Migration services, offering non-profits and charities a seamless transition to Xero’s advanced accounting platform. Our team of experts manages the entire migration process, ensuring precise transfer of your financial data with minimal disruption to your operations. We develop a tailored migration strategy, guarantee data integrity, provide expert guidance throughout the transition, minimize downtime, and offer post-migration support to ensure your success with Xero.
By choosing Cloud Accounting, you benefit from our specialized expertise in non-profit accounting and Xero’s capabilities, ensuring a migration tailored to your sector’s unique needs. We handle the technical complexities, allowing you to focus on your core mission while maximizing your return on investment through Xero’s user-friendly interface and powerful features. Don’t let outdated accounting systems hinder your ability to create positive change. Partner with Cloud Accounting to transform your financial management and optimize your non-profit’s operations.
We don’t just move your data. We set your charity up properly in Xero, so it works for your day-to-day needs and long-term goals.
Full data transfer (transactions, balances, accounts, donors, payroll, VAT)
Charity-specific chart of accounts setup
Fund and grant tracking (restricted vs unrestricted income)
Setup of donor records and Gift Aid fields
Bank feed setup and reconciliation tools
Integration with Xero add-ons (payroll, donations, CRM)
1-on-1 training with a certified Xero advisor
Support after migration to help you get the most from Xero
We’ll review your current setup, explain how Xero works for charities, and address any questions you may have.
We’ll send you a clear plan and price — no hidden costs, no unexpected extras.
Once you approve the plan, we start migrating your data. Most charities are fully migrated in 3–5 business days.
We deliver a 4-hour training session tailored to your team and provide follow-up help as you settle into Xero.
Before we begin, here’s a simple checklist to help you understand your current position. Don’t worry — we can help if you’re not sure.
Charity Migration Readiness Checklist:
Not ready yet? That’s where we come in.
We’ll guide you through everything step-by-step and get you ready to use Xero with confidence.
We work only with charities and non-profits. That means we understand your reporting needs, funding rules, and compliance requirements.
You’ll work with trained Xero professionals who have migrated 100+ UK charities successfully.
All data is handled securely, in line with GDPR and UK standards. We never outsource.
You’ll speak directly with a migration expert — no bots, no call centres.
Xero isn’t just a tool — it becomes part of how your charity runs.
Don’t let outdated systems hold your charity back.Get expert support to move your accounts to Xero — safely, quickly, and with confidence
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