Readi by Report Right.
Making client conversions easy using our purpose built software.
Client conversions just got easier.
Step 1.
Simply upload your client COA’s and Trial Balances into READI using your own portal. We will guide you through this process.
Step 2.
Ensure the client names match their COA and Trail Balance file names.
Step 3.
That’s it! The READi software and the Report Right team will take care of the rest, leaving you with beautiful clean data, ready to be uploaded into your client’s XERO.
Set-up is critical with Xero, and it’s not uncommon to run into problems with existing Xero clients. A bad initial set-up means bad data.
This may occur if:
You have not been involved with the set up the Xero Organisation, or:
You have been involved in the set-up of the Xero Organisation, but you understand the COA that has been used is inadequate, and/or:
You have not done alignment journals into the Xero Organisation after preparing the annual compliance reports.
The manual fix is incredibly time consuming and requires a high level of understanding of the Xero back-end. After being asked time and time again to help with this issue, we bit the bullet and developed our own solution.
Readi preps the data for you so you can start reporting from Xero with ease.
It’s perfect for firms embarking on their Xero journey, but also for those who have purchased another client base or are picking up Xero clients. You simply upload the required files into the Readi application, and we do the rest. We can even take it a step further for you by setting up Fixed Assets, updating Report Fields and preparing draft layouts, so all your staff need to do is the accounting.