The GreenStones Team were recently approached by an architectural firm looking for assistance with juggling a complex accounting setup on Sage. With multiple currencies, foreign bank accounts and a bespoke chart of accounts, their system was time-consuming, which was not ideal when they were managing international projects and tight deadlines.
Sophie worked closely with them to build a tailored and bespoke migration from Sage to Xero. She didn’t just flick a switch, she mapped their extensive chart of accounts, helped set up foreign currency handling and introduced live bank feeds to streamline the way they managed their finances.
To make the day-to-day even smoother, Sophie recommended a switch from AutoEntry to Hubdoc, which they found more intuitive and easier to use.
The result? A system that’s not only more user-friendly but saves them valuable time. Bank reconciliations are quicker, data entry is reduced and they feel more in control.
What did they say about us? They were impressed with how quickly we responded throughout the transition and scored us a 9 out of 10 for how likely they’d be to recommend us.
Give the GreenStones team a call on 01733371180 to help you set up your Xero system for a worry-free, professional experience.