Xero
Xero setup, training and migration
Octo has been a Xero Gold Partner since 2017. The work covers a new file, a move from another system, and six months of support after the file is live.
What the setup includes
Chart of accounts
A file structured for a Singapore company, so sales, purchases and the bank land in the right place.
Bank feeds
The bank connection is set up, then the team is shown how the daily matching works.
Training
The people who will use Xero are shown the file, not handed a login and left with it.
Six months of support
Support continues for six months after the file is live, while the first months of bookkeeping settle in.
Why owners ask for Octo
Gold Partner since 2017
Octo has been a Xero partner since 2017 and holds Gold Partner status.
More than 200 implementations
More than 200 Xero implementations since 2016, including work as a migration specialist.
L1 and L2
The team includes associates certified at Xero L1 and professionals certified at Xero L2.
After go-live
Monthly bookkeeping, reporting and payroll can continue in the same file.
Questions owners ask
Can you move an existing file?
Yes. Octo is a Xero migration specialist. The conversation starts with where the books live today: another cloud system, or spreadsheets.
What happens after setup?
Six months of support, then ongoing bookkeeping if you want the same team to keep the month current.
Where is the office?
International Plaza, 10 Anson Road #05-01, Singapore 079903. Weekdays 9am to 6pm. +65 6826 2548.
Next step
Tell us which system the books are in today.
We will reply with a setup plan and a fee for that scope.