How AI helps
We use AI to organize exported data and suggest how accounts should match in the new system.
Prepared with AI. Checked by us.
AI-assisted accounting migration
Move your books from one accounting software to another, whatever your clients’ industry. From Xero to QuickBooks, QuickBooks to Xero, or another platform, Clorse helps map, prepare and transfer your accounting records.
What we do
- Map the chart of accounts to the new software
- Transfer customer & supplier contacts
- Prepare opening balances and agreed historical records
- Check migrated balances against source records
- Prepare the handover for your review
Helping you move accounting systems
What we check
We check the account mapping before the transfer, then compare balances in the new system with your original records.
What you receive
The accounts, contacts and history we agreed to move, plus balance checks and notes on anything that needs attention.
How it works
Can you migrate from Xero to QuickBooks?
Yes. We help with Xero to QuickBooks, QuickBooks to Xero, and migrations involving other accounting platforms such as Sage and MYOB. We review the source exports and destination import options before agreeing the work.
Can we migrate from any software to any software?
Tell us your current and destination systems. We assess the available exports, import formats and record types, then confirm what can be transferred and any work needed to adapt the data.
What can the migration include?
The chart of accounts, customer and supplier contacts, and opening or historical balances. Historical transactions can be included where the source data and destination software support them. We agree the records, periods and account mapping before starting.
How is AI used in migration?
AI helps prepare exported data, propose account mappings and identify records that need attention. Mappings and prepared records are reviewed before transfer, and migrated balances are checked against the source.
How are the balances checked?
We compare migrated balances with the source reports and identify differences or missing information for review with your firm.
How is migration priced?
We quote the migration after reviewing both systems, the records and historical periods. Book a call to discuss your client’s scope.