Move one client first.Then move the book.
Switching a whole practice away from Xero should not feel like a cliff edge. AccountsOS lets you run a low-risk pilot, prove Finn on real client data, then bulk migrate the rest of the client book when you are ready.
The migration path is deliberately low-risk
You do not need to move every client, retrain the team and change every process in one go. Prove it on one client, then scale.
Pilot one client
Start with one straightforward client or a small batch. Check how Finn reads the export, maps the data and runs the workflow before committing the wider book.
Review the import plan
Finn reads Xero exports, statements, contacts, opening balances, invoices, bills and VAT history, then shows the mapping before anything posts.
Scale the migration
Once the pilot works, migrate the rest in batches: 50, 100 or 500+ clients, with the practice staying in control of review and rollout.
The reason to switch is bigger than price
Xero cost is the obvious pain. The deeper opportunity is that AI-native accounting changes the economics of serving each client: less manual chasing, fewer repetitive reviews, faster answers, and a client experience that no longer feels pre-AI.
Reduce the software tax per client
A per-client stack gets painful as the book grows. AccountsOS practice pricing is built around live clients, volume discounts and one bill to the practice.
Cut the admin time, not just the licence cost
Finn categorises, reconciles, reads documents, flags gaps and prepares month-end, so staff review exceptions instead of touching every line.
Modernise without losing control
Use AccountsOS internally, invite selected clients, or explore API/MCP/own-brand workflows. The practice keeps the relationship and chooses the client experience.
Pilot structure
Start with a batch you can judge
- Pick one simple client and one messier client.
- Compare opening balances, documents, VAT history and reports.
- Let staff test Finn before the whole team changes workflow.
- Move more clients only once the practice is comfortable.
Want to see what your first migration would look like?
Tell us roughly how many clients you manage, what you use today, and whether you want to pilot first or plan the whole move. We will map the lowest-risk first step.
Plan the first pilot
No commitment. Just the safest first client or batch to move.