Dealing with data

Making the switch to Xero is a big job, which is why we developed our own software to make client conversions a breeze. Readi is a unique, ground-breaking solution to manage bulk client conversions efficiently, leaving you with clean, accurate data that’s ready to go.

Set-up is critical with Xero, and it’s not uncommon to run into problems with existing Xero clients. A bad initial set-up means bad data.

This may occur if:

• You have not been involved with the set up the Xero Organisation, or:

• You have been involved in the set-up of the Xero Organisation, but you understand the COA that has been used is inadequate, and/or:

• You have not done alignment journals into the Xero Organisation after preparing the annual compliance reports.

The manual fix is incredibly time consuming and requires a high level of understanding of the Xero back-end. After being asked time and time again to help with this issue, we bit the bullet and developed our own solution.

Readi preps the data for you so you can start reporting from Xero with ease.

It’s perfect for firms embarking on their Xero journey, but also for those who have purchased another client base or are picking up Xero clients. You simply upload the required files into the Readi application, and we do the rest. We can even take it a step further for you by setting up Fixed Assets, updating Report Fields and preparing draft layouts, so all your staff need to do is the accounting.