Switch
Move off Xero,
codes and all.
Vinance reads your Xero CSV exports and reports (no OAuth login needed) and rebuilds your chart of accounts with codes intact, your contacts, items, outstanding documents, and opening balances. Review before anything writes.
How it works
Detect, plan, review, write.
Vinance imports Xero from the files you export, not through a live Xero connection. That is deliberate: you decide what leaves Xero, and there is no OAuth session to keep alive. Xero exports contacts, the chart of accounts, and inventory items as CSV, and its reports (Trial Balance, Aged Receivables, Aged Payables) export to Excel or PDF; the CSV and Excel versions are what Vinance reads.
Detect
Point Vinance at your Xero exports: Contacts, Chart of Accounts, and Inventory Items as CSV, plus the Trial Balance and the Aged Receivables/Payables detail. It recognizes Xero column names and account codes on sight.
Plan
Accounts keep their Xero codes, contacts are deduped, and items map to Vinance inventory. Anything already in your company is matched rather than duplicated.
Review
You see every account, contact, item, and outstanding document it will create, with your Trial Balance staged as one opening journal. Adjust the mapping before writing.
Write
Approve, and it writes in a single pass. Outstanding invoices and bills stay outstanding, ready to reconcile against the bank feed.
Read from your Xero CSV exports and the Trial Balance and Aged Receivables/Payables reports. Nothing is written until you approve.
What carries over
Even your account codes come with you.
Xero users lean on account codes and tracking categories. Both survive the move: codes stay attached to their accounts, and tracking categories become Vinance dimensions you can slice any report by, not just the profit and loss.
- Chart of accounts with Xero codes and account types preserved
- Contacts, with customers and suppliers merged where they are the same party
- Inventory (tracked) items with their sales and purchase accounts
- Outstanding invoices and bills, kept open at their current balances
- Trial Balance posted as one dated opening journal that ties out to zero
Xero account codes come across as-is, so your report layouts and anyone used to code 200 for Sales feel at home.
Then carry on
Awaiting payment stays awaiting payment.
An invoice sitting in Xero as "awaiting payment" lands in Vinance as an open invoice with the same balance and due date. Connect a bank feed or import a statement and the incoming money matches it automatically, so your first reconciliation in Vinance clears the backlog you brought over.
- Bank feed and statement import match open documents on arrival
- VAT tracked per line, ready for your next return
- Aged receivables and payables rebuild live from imported balances
Invoices and bills that were "awaiting payment" in Xero arrive open in Vinance, ready to match against the bank feed.
Familiar ideas, familiar home
Where each Xero concept lands.
If you think in Xero terms, here is the translation. Most of it is a rename, and a few things get more powerful.
| In Xero | In Vinance |
|---|---|
| Tracking categories | Dimensions & tagsReport by them across every statement |
| Account codes | Account codesPreserved exactly, so layouts still work |
| Bank rules | Reconciliation rulesMatch feed and statement lines on import |
| Repeating invoices | Recurring invoicesGenerate on schedule and post to the ledger |
| Projects (add-on) | ProjectsIncluded, with time and billable work |
Everything included
Projects, expenses, and payroll are part of the platform, not paid Xero add-ons stacked on the subscription.
Multi-currency ready
Foreign-currency balances revalue automatically, so the FX you tracked in Xero keeps working. See multi-currency & tax →
Trial import first
Import into a scratch company, tie it to your Xero Trial Balance, then run it for real. Nothing commits until you are sure.
Frequently asked questions
Does Vinance sync live with Xero?
No. Vinance imports from Xero file exports (CSV for lists, CSV or Excel for reports) rather than the Xero API. You export, then import, which keeps you in control and means there is no live connection to authorize or renew.
Do my Xero account codes survive the move?
Yes. Account codes come across attached to their accounts, so if your team thinks of code 200 as Sales, it still is. Report layouts that depend on codes keep working.
What happens to my tracking categories?
They become Vinance dimensions. You can slice any report by them, not just the profit and loss, which is usually a step up from how tracking worked in Xero.
How are opening balances handled?
Your Xero Trial Balance is posted as a single dated opening journal with debits equal to credits, so your balance sheet on day one in Vinance ties back to your last Xero report.
Will my unpaid invoices and bills stay open?
Yes. Anything "awaiting payment" in Xero imports as an open document at the same balance and due date, ready to match against your bank feed. See banking & reconciliation.
Move your books off the spreadsheet.
Invoices to bank feeds, payroll to financial statements. One platform, priced by the company and not the seat, on web and desktop.
All modules included · Real double-entry books · Explore a seeded sample company in one click