From Manual Entry to Seamless Automation: How We Helped a Client Move from Sage to Xero

29 October 2025

At Simon & Co Accountancy , we’re passionate about helping businesses streamline their financial operations. One of our recent success stories involves a client who was manually re-entering sales data from their CRM system into Sage—a time-consuming and error-prone process. Today, thanks to our tailored automation solution, their sales income flows directly from FileMaker to Xero with zero manual input.

The Challenge: Manual Data Entry and Inefficiency

Our client relied on Sage for their accounting and FileMaker as their CRM. Every time a sale was made, their team had to manually retype the transaction details from FileMaker into Sage. This not only consumed valuable time but also introduced the risk of human error, leading to discrepancies in financial records and delays in reporting.

They needed a smarter, more efficient way to manage their sales income—one that would eliminate duplication and improve accuracy.

The Solution: Migrating to Xero and Automating Sales Income

We began by migrating the client’s accounting system from Sage to Xero, a cloud-based platform known for its flexibility, user-friendly interface, and powerful integration capabilities.

Once the migration was complete, we worked with our clients CRM developer to build a custom automation that connects FileMaker directly to Xero. This integration ensures that every sale recorded in FileMaker is automatically pushed to Xero as a sales invoice—accurately, instantly, and securely.

Key Benefits of the Automation

• Time Savings: No more manual data entry. The team can now focus on strategic tasks instead of repetitive admin work.
• Improved Accuracy: Automated data transfer eliminates human error, ensuring financial records are always correct.
• Real-Time Reporting: With sales data flowing into Xero in real time, the client has up-to-date insights into their revenue and cash flow.
• Scalability: As the business grows, the automation scales effortlessly, handling increased transaction volumes without additional overhead.
• Improved Reporting: We are now able to prepare accounts detailing deferred income so can see a true profit and loss position for the company.

The Outcome: A Smarter, Faster Workflow

The transition from Sage to Xero, combined with our FileMaker-to-Xero automation, has transformed the way our client manages their sales income. What was once a tedious, manual process is now a seamless, automated workflow that supports better decision-making and operational efficiency.