Migrate from Xero to LedgerFlow

Xero is built around bank feeds, and so is LedgerFlow — which makes the switch mostly a matter of pointing the same feeds at a ledger that reconciles itself.

What comes across from Xero

  • Chart of accounts — LedgerFlow seeds a GAAP-standard COA rather than importing Xero account codes, so you are not carrying old code numbering forward
  • Historical transactions — up to 24 months of bank and card history through Plaid, so your bank-feed history is rebuilt from the source rather than from a Xero export
  • Open balances — verified bank, card, and loan balances, plus the open sales invoices and bills you still expect to settle
  • Contacts — customer and supplier lists imported from a Xero contacts CSV export when you want them carried over

How the migration runs

  • Start the 30-day free trial and pick your plan
  • Reconnect the same bank and card accounts your Xero feeds used — read-only, through Plaid
  • Let LedgerFlow categorize the history and post balanced double-entry journals
  • Enter outstanding sales invoices and bills so AR and AP aging line up with Xero
  • Compare a Xero Profit and Loss and Balance Sheet against the same reports in LedgerFlow
  • Cancel Xero once the two agree

Xero compared with LedgerFlow

  • Bank rules: Xero rules you write and maintain, versus categorization that learns from every correction you make
  • Reconciliation: Xero's reconcile screen worked per statement line; LedgerFlow reconciles continuously and sets aside only genuinely ambiguous items
  • Pricing: Xero tiers gate features by plan and cap invoices; LedgerFlow starts at $20/month with no per-user fees
  • Ledger provenance: every posted entry links back to the transaction, rule, or user action that created it

Frequently Asked Questions

Do I have to export my Xero data first?

Not to get started. You reconnect the same bank and card accounts your Xero bank feeds used, and LedgerFlow rebuilds the ledger from up to 24 months of that history through Plaid. A Xero contacts export is only needed if you want your customer and supplier records carried across.

Are my Xero account codes imported?

No. LedgerFlow seeds a GAAP-standard chart of accounts rather than importing Xero's account codes, so you are not carrying old numbering forward. Accounts can be renamed, added, or deactivated to match how you report.

What replaces Xero's bank rules?

Categorization runs automatically on every transaction and learns from the corrections you make, so you are not maintaining a rule list by hand. Transactions that are genuinely ambiguous are set aside for review rather than guessed at, and you can still write explicit rules when you want a fixed outcome.

How does reconciliation compare to Xero's reconcile screen?

Xero asks you to reconcile statement lines as they arrive. LedgerFlow reconciles continuously against the connected account and surfaces only the exceptions, so reconciliation becomes a review step instead of a queue you work through.

How do I check the numbers match Xero?

Run a Xero Profit and Loss and Balance Sheet for a closed period, then run the same two reports in LedgerFlow for that period and compare them line by line. Open sales invoices and bills you enter during setup make the AR and AP aging comparable too.

Can I keep Xero while I check?

Yes. Bank access is read-only, so running both in parallel for a period changes nothing in Xero. Cancel Xero once your reports agree.

Is there a limit on invoices or users?

No per-user fees, and no plan tier that caps how many invoices you send. Plans start at $20/month with a 30-day free trial — credit card required, $0 due today, then $20/month unless canceled.

Start your 30-day free trial — credit card required, $0 due today, then $20/month unless canceled.