Migrating from Xero to Aeion Finance
Xero → Aeion is easier than QuickBooks migrations because Xero's API is excellent. Singularity's OAuth 2.0 connector pulls chart of accounts, contacts (customers + suppliers), invoices, bank transactions, payments, and items. For US teams that also use Gusto for payroll, the migration adds a payroll cutover (Aeion's native payroll engine replaces Gusto). Typical timing: 3-4 weeks for AU/NZ/UK accounting-only; 4-6 weeks for US payroll-included migrations.
Before You Start
- [ ] Xero subscription with Admin role (required for OAuth + data export)
Week 1 — Connect + Discovery
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Week 2 — Import + Reconciliation
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Week 3-4 — Parallel Run + Cutover
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US Payroll Cutover (Gusto → Aeion native)
For US teams using Xero + Gusto, the migration includes a payroll cutover.
FAQ
Yes — Aeion's reconciliation engine uses a different approach (multi-candidate AI scoring). Plan for 30-45 day re-training period. By month 3, auto-match rate is comparable.
Aeion's accountant role has equivalent permissions (read journals + post + close period + adjusting entries). Add your CPA at zero additional cost.
Replaced by Aeion's receipt OCR. Same workflow: photo → vendor + date + total + lines extracted → AP bill created. Aeion ships per-tenant; no separate subscription.
Aeion supports unlimited dimensions via `accounting_classes` + `cost_centers` + `projects` + custom dimensions on Enterprise tier.
Aeion has a separate invoice template engine; you re-create your branding in admin UI. Time: ~1 hour per template variant.
Imported as-is. Historical FX rates preserved. New transactions use Aeion's configured rate source (default ECB + OpenExchangeRates).
Maps to Aeion's `projects` collection (under accounting). Project profitability reporting available; deeper project costing for film/agency lives in `/modules/production`.
Yes for VAT (UK + EU). For BAS (Australia) and NZ GST, Aeion ships generic GST tracking; pair with a region-specific filing tool for the formal submission (or use Aeion's calculator + manual submission via ATO/IRD portals).
Migrate AU to Aeion first (3-4 weeks), then US on second wave (4 weeks). OR run both in parallel: AU on Aeion, US on Xero + Gusto for one more year. Consolidate at parent entity.
Xero's PKCE OAuth 2.0 flow and clean REST API make it one of the more straightforward Singularity connectors to build against, compared to older accounting APIs.