Xero Implementation Services


Xero implementation from initial setup until your team is ready to use it, including account configuration, chart of accounts setup, data migration, and user training. Your books stay organized in the cloud and financial reports can be monitored anytime.

Xero is cloud-based accounting software widely used by businesses with overseas shareholders, parent companies, or investors. Balancio helps configure it for accounting practices and reporting requirements in Indonesia.

Why Choose Xero?

  • Cloud-based, accessible by your team and accountant from anywhere
  • Supports multi-currency transactions, depending on your subscription plan
  • Connects with many third-party applications through the Xero App Store
  • Financial reports and dashboards update in real time
  • Tracking categories to separate reporting by division, project, or branch

Best suited for startups and companies with overseas investors or parent companies that need internationally formatted reports.

Implementation Packages

Packages are tailored to the complexity of your business. Scroll horizontally to see all packages.

Business Complexity Starter1 entity, no inventory GrowthWith inventory or multiple branches EnterpriseMultiple entities & integrations
Account & Company Profile Setup Included Included Included
Chart of Accounts Setup Included Included Included
Opening Balance Entry at Cut-off Date Included Included Included
Master Data Migration (Customers, Suppliers, Products) Included Included Included
Inventory & Multi-Warehouse Setup Not included Included Included
Historical Transaction Migration Not included Included Included
Management Report Customization Not included Included Included
Integration with Other Applications Not included Not included Included
User Training Included Included Included
Post-Go-Live Support Included Included Included
Free Consultation Included Included Included
Implementation Fee Custom quote Custom quote Custom quote

The fees above cover implementation services only and exclude software subscription fees. Final pricing depends on the scope of work and data volume.

What You Get

  • A Xero account configured to match your business structure
  • A well-structured chart of accounts ready for financial and tax reporting
  • Opening balances and master data migrated and cross-checked
  • Role-based user training for owners, finance administrators, and staff
  • Workflow guide (SOP) for daily transaction recording
  • Post-go-live support to help your team use the system smoothly

What to Prepare

  • Financial statements or trial balance as of the cut-off date
  • Current chart of accounts
  • Customer, supplier, and product or service data
  • Details of receivables, payables, and inventory as of the cut-off date
  • Fixed asset register including acquisition cost and depreciation
  • Administrator access to your Xero account, or we can help you choose a subscription plan

Frequently Asked Questions

Can Xero be used by businesses in Indonesia?

Yes. We configure currency, tax settings, and the chart of accounts to align with accounting practices and tax reporting requirements in Indonesia.

Is the Xero subscription included?

No. Our fee covers implementation services only. The Xero subscription is paid separately based on the plan you choose.

We already use another accounting system. Can our existing data be migrated?

Yes. We migrate opening balances and master data to the new system. Historical transactions are also migrated under the Growth and Enterprise packages.

How long does implementation take?

It depends on the number of entities, transaction volume, and data readiness. The project timeline is agreed at the start.

Our Process

1

Fill Out the Assessment Form

2

NDA Signing

3

Service Kick-off

4

Data Request & Collection

5

Data Processing

6

Data Verification

7

Report Delivery

Need help choosing the right package?

Discuss your business needs with our team — we'll help you find the right service and package, free of charge to start.

Start a Consultation