Transition from Bench to Xero with Ease
Transition to Xero’s user-friendly cloud accounting with Switch My Books’s expert migration services. Enjoy fast, accurate, and secure data transfer tailored for businesses worldwide. Get your free quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Bench to Xero is quick and accurate, with minimal disruption.
Planning
We review your Bench setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Bench.
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from Bench to Xero
Simpler Accounting
Xero’s intuitive platform simplifies financial tasks, offering a more efficient alternative to Bench’s manual processes.
Cost Savings
With Xero’s flexible pricing, small and growing businesses can save on bookkeeping expenses compared to Bench’s service fees.
Real-Time Insights
Access real-time reports and dashboards with Xero, providing faster insights than Bench’s periodic updates.
Global Scalability
Xero’s multicurrency support and robust integrations make it ideal for businesses expanding globally.
Why More Businesses Are Choosing Xero over Bench
Xero provides a powerful, cloud-based accounting solution that outperforms Bench’s bookkeeping services in flexibility and control. Here’s how they compare:
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Feature
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Xero
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Bench
|
|---|---|---|
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Ease of Use
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Intuitive, self-managed interface
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Reliant on assigned bookkeepers
|
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Pricing
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Affordable plans for SMBs
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Higher service fees for full bookkeeping
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Multicurrency Support
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Built-in, easy to manage
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Limited, manual adjustments required
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Integrations
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800+ apps (e.g., Stripe, HubSpot)
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Minimal, focused on basic tools
|
|
Reporting
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Real-time, customizable reports
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Periodic reports, less flexible
|
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Scalability
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Ideal for SMBs and growing firms
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Best for small firms with basic needs
|
What's Included in Our Bench to Xero Migration Services
We deliver a thorough and precise migration of your financial data, encompassing all essential elements of your bookkeeping system. Here’s what’s included in your migration:
Chart of Accounts
We transfer your full account structure, including account codes, names, types, and hierarchies, ensuring your financial framework remains consistent in Xero.
Customers & Suppliers
All contact details, billing and shipping addresses, tax settings, and payment terms for your clients and vendors are securely migrated to maintain seamless business operations.
Invoices & Bills
Historical and outstanding sales invoices and purchase bills are transferred with complete line-item details, dates, references, and tax data to preserve your transaction records.
Payments & Credits
We migrate your complete payment history, including applied and unapplied payments, client credits, vendor refunds, and any pending balances for accuracy.
Bank Transactions & Reconciliations
All past bank transactions, including reconciled entries and statement imports, are transferred to ensure a clear and uninterrupted audit trail in Xero.
Journals & Adjustments
General ledger journals, manual adjustments, and recurring entries are migrated to maintain the integrity of your financial records in the new system.
Payroll Data (if applicable)
Employee profiles, wage details, pay history, deductions, tax filings, and year-to-date payroll data are securely imported to comply with reporting requirements.
Attachments & Notes (if supported)
Supporting documents like receipts, contracts, and internal notes linked to transactions or contacts are transferred to retain critical context and history.
Free Checklist Download:
“How to Prepare for Your Software Migration”
Global Xero Migration Experts
At Switch My Books, we specialize in helping businesses worldwide switch to Xero. Our team excels in:
Multicurrency Migrations
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from Bench.
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Convert to Xero from Bench
Xero provides a flexible, cloud-based accounting platform that surpasses Bench’s bookkeeping services in control and scalability. Here’s who we help transition:
Small Businesses
SMBs looking for intuitive, cost-efficient accounting tools to manage their finances independently.
E-commerce
Online retailers requiring seamless inventory tracking and multicurrency functionality.
Professional Services
Consultants, freelancers, and agencies seeking efficient invoicing and expense management.
Retail
Small retail operations transitioning from Bench’s manual processes to automated accounting.
Why Businesses Trust Switch My Books
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero?
Don’t let complex accounting slow you down. Move from Bench to Xero with our expert migration services. Get a free consultation and start saving time and money today!
Frequently Asked Questions
Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.
Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.
Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.
We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.
Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!