Can LedgerHelm import my Xero data?

Connect Xero in sync mode and your transactions and accounts flow in immediately. For a full move of your books — balances, open documents, and history — request the free migration assessment and our team handles the transfer with you.

Do I have to stop using Xero right away?

No. Sync mode keeps Xero as your system of record while you evaluate LedgerHelm with your real data. Switch your books natively whenever you're ready.

Will my accountant be able to work in LedgerHelm?

Yes. Invite your accountant for read-only access to reports, documents, and transactions — plus the ability to propose adjusting journal entries that you approve before they post.

Is my data locked in once I switch?

Never. A complete export of your transactions, documents, reports, and books is available from Settings at any time.

Switch from Xero

Ready to move on from Xero?

LedgerHelm gives you everything you use Xero for — invoicing, bills, reconciliation, a real double-entry ledger, and clean financials — with AI doing the categorization and a team that helps you migrate. Connect Xero in sync mode today, or request a free migration assessment and we'll plan the move with you.

Full double-entry ledgerFree migration assessmentAI categorization built inXero sync while you decide

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Start syncing today, switch when you're ready

Connect your Xero account and LedgerHelm reads your transactions and accounts, layers AI categorization and anomaly detection on top, and writes confirmed categories back — with match-or-create logic that never double-posts. Xero stays your system of record until the day you decide it shouldn't be.

A migration you don't do alone

When you're ready to move your books natively, request a free migration assessment: tell us your current setup and transaction volume, and our team plans the transfer — opening balances, open invoices and bills, customers and vendors — into LedgerHelm Books, verified against a trial balance.

Everything you'd expect, in one place

Invoicing with professional PDFs and no-login payment links for customers, bills and vendor management with 1099 support, bank feeds and statement uploads, guided statement-based reconciliation, inventory, projects, fixed assets, loans, multi-currency with automatic FX handling, period locking, and comparative reports.

And the part Xero doesn't do

AI categorizes every transaction with a confidence score and learns from your corrections. Anomalies are flagged nightly before they hit your financials. A structured monthly close — with your accountant able to propose adjusting entries for one-click approval — turns month-end from a scramble into a checklist.

Frequently asked questions

Can LedgerHelm import my Xero data?: Connect Xero in sync mode and your transactions and accounts flow in immediately. For a full move of your books — balances, open documents, and history — request the free migration assessment and our team handles the transfer with you.
Do I have to stop using Xero right away?: No. Sync mode keeps Xero as your system of record while you evaluate LedgerHelm with your real data. Switch your books natively whenever you're ready.
Will my accountant be able to work in LedgerHelm?: Yes. Invite your accountant for read-only access to reports, documents, and transactions — plus the ability to propose adjusting journal entries that you approve before they post.
Is my data locked in once I switch?: Never. A complete export of your transactions, documents, reports, and books is available from Settings at any time.

See your books in LedgerHelm this week

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