Xero Training &
Xer
o Implementation

Xero Setup &
Implementation

At Oracle Accounting & Wealth we can significantly streamline the setup and implementation of Xero accounting software for your business by leveraging our expertise and Xero-specific tools and knowhow. We begin by assessing your business’s needs so we can configure Xero appropriately, setting up key features like the chart of accounts, which can be customized or imported from existing software, and linking bank feeds for automated transaction imports.

We often handle data migration from legacy systems, ensuring minimal disruption, and integrate third-party apps (e.g., Stripe, PayPal, or Square for accounts payable automation) to enhance functionality. We can also set up invoicing with branded templates, payment reminders, payroll systems using STP (Single-Touch Payroll), Superannuation via SuperStream ensuring compliance with ATO (Australian Taxation Office) regulations.

Want to know more? Oracle Accounting & Wealth are
Gold Partners and can help to advise and assist setting up
your new Xero File 

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Xero
Training

Beyond setup, Oracle Accounting & Wealth can provide training, often through one-on-one sessions via Zoom or Teams, to help businesses master Xero’s features like bank reconciliation, expense tracking, and real-time reporting.

We can offer ongoing support, troubleshooting technical issues, and assistance with optimising the many features that Xero has, such as automation of recurring tasks. We can also assist with the setup of users ensuring security through Xero’s advanced measures like two-factor authentication and provide strategic advice using Xero’s financial insights for better decision-making. This hands-on approach reduces the learning curve, ensures accurate financial management, and allows businesses to focus on growth.

Want to know more? Oracle Accounting & Wealth are Xero Gold Partners and can help with any questions you may have.

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