Skip to content

Data Conversion & Training

Learn, adapt and evolve with Numero

If you’re thinking about changing your accounting software, Numero can move your accounts from one system to another without a hitch.

We’ll process your closing balances from the software you’re leaving behind and move them to the software that’s shaping your future. And we always go the extra mile. Feel confident with your new accounting system thanks to Numero training.

Get in touch

What’s involved

Changing your accounting software can be daunting. There are new processes to learn and new interfaces to adapt to. That’s not a problem. At Numero, we’re committed to helping you get to grips with the full capability of your software.

Get in touch

LEAP and Xero experts

Feel at ease with your new software.

Numero provide expert training on LEAP and Xero accounts systems. We’re here to help you navigate the transition and make sure everything goes smoothly.

A training partner you can trust

Whether you decide to outsource your accounting and bookkeeping with Numero or simply need us to show you the ropes, you can always rely on us to deliver.

Reduce your liabilities

When you’re dealing with confidential data, you need an expert on your side.

Reduce your risk and liabilities with your dedicated Numero teammate.

Time to evolve

If you’re making changes to your accounting systems and processes, Numero’s on your side. Let us sweat the small stuff so you can focus on what’s important, like growing your business.

A tech-driven approach

We love all things tech! We’ll work closely with you and your firm to ensure you’re using the most efficient and up-to-date processes for accounting and bookkeeping.

”We have worked with Josh and his team for some time now and having had a previous bad experience with an outsourced cashier we were blown away by his professionalism, efficiency and attention to detail. He always goes over and above. As a result we have recommended him to so many other firms who report to us how impressed they are too.”

Safina Soni - Kingsway Solicitors

Why we do it

Outsourced accounting is the future

We’ve experienced first hand what it’s like to work as part of an in-house accounts team. Managing the accounts is a full time job. We want to do it for you so that you can get on with the business of running your business.

When it comes down to it, it’s really all about the numbers. Not just the ones we process daily, but your bottom line.

Data Conversion and Training FAQs

Data conversion is the process of migrating the cases and balances from one accounts or case management system (CMS) to another. There are two types of data conversion: full conversion, which moves all historic transactions, and opening balance conversion, which transfers the current balances only and sets them up as opening balances on the new system. Data conversion is necessary when a business decides to change or upgrade its accounts system or CMS. It can be a complex process so it’s best to seek help from an experienced outsourced provider if you don’t have the personnel to complete the conversion in house.

Data conversion can take anywhere from a few days to several weeks, depending on the complexity and volume of data and on the CMS or accounts systems involved. We’ll be able to provide you with an accurate time estimate after assessing the specific requirements of your business.

Data conversion can help businesses to expand and grow, but the process doesn’t come without risks. These risks include potential data loss or corruption during the migration process due to incompatible data formats, software errors, or human oversight, as well as temporary disruptions to business operations if the conversion isn’t properly planned or executed. But don’t worry! We have a comprehensive risk management strategy in place to mitigate risks for our clients and identify and rectify issues proactively during the entire data conversion process.

Updating your accounts or case management system can improve your operational efficiency by enabling your staff to perform tasks faster and with fewer errors. Access to new and improved features can also facilitate more accurate financial reporting, improved collaboration, integration with new tools, enhanced security, and easier compliance with industry standards. It can even save you money down the line as the cost of new software tends to be small compared to what you save by streamlining your processes!

While there are initial costs associated with updating or changing your accounts/case management system, doing so can help you save money in the long term through improved efficiency, reduced manual errors, and better financial insights to inform your business decisions.

At Numero, we make every effort to keep disruptions to a minimum during the data conversion process. Our careful planning and meticulous processes help to ensure a smooth transition and keep any downtime as short as possible. Usually, our clients can continue using their old system until the conversion is complete to ensure their day-to-day operations aren’t significantly affected.

We offer comprehensive training packages to help our clients adapt to their new accounts or case management system without a hitch.

We’re a recommended cashiering provider for LEAP and we work with as many as 18 other CMS and accounts software packages. These include Xero, Law Fusion, Proclaim, Action Step, Osprey, ALB (Advanced Legal), Sol Ledger, and Law Ware. If you use a different system, we bet we know that too – and if we don't, we'll get to know it!

Let's work together.

If you’re ready for your daily accounting problems to be managed by someone else, let’s talk. Contact our team of legal cashiers and bookkeepers now – it’s time to start seeing results that will benefit your business.

0161 533 0119