Integration · Migration and import
Xero integration
Companies on Xero that have outgrown month-end bookkeeping can migrate to Lucius without losing history. Lucius imports your Xero data and validates opening balances so the stateful ledger starts from a verified position.
Connect this stack to Lucius
Share your payment and bank setup — we'll outline how sync, reconciliation, and reporting stay on one ledger.
What Lucius syncs from Xero
- Chart of accounts
- Opening balances and trial balance
- Contacts (customers and suppliers)
- Outstanding invoices and bills
- Historical journals (where needed)
Why it matters
Companies on Xero that have outgrown month-end bookkeeping can migrate to Lucius without losing history. Lucius imports your Xero data and validates opening balances so the stateful ledger starts from a verified position.
How it improves reporting
After migration, multi-currency reporting, deferred revenue, and reconciliation run on the Lucius stateful ledger in real time, while Xero history is preserved for audit continuity.
Common workflows
Validated migration
Lucius imports chart of accounts, opening balances, contacts, and outstanding items, then validates trial balance before go-live.
Multi-currency continuity
Foreign-currency balances and open items carry over so currency reporting stays accurate after the switch.
Parallel run during transition
Run Lucius alongside Xero during the transition so finance can verify outputs before cutover.
Frequently asked questions
Does Lucius integrate with Xero or replace it?
Lucius replaces Xero as your system of record and imports your Xero data so history is preserved through migration.
What Xero data can Lucius import?
Chart of accounts, opening balances, trial balance, contacts, outstanding invoices and bills, and historical journals where needed.
Does Lucius preserve multi-currency balances from Xero?
Yes. Foreign-currency balances and open items carry over so currency reporting stays accurate after migration.
Can I run Xero and Lucius in parallel?
Yes. A parallel run during the transition period lets finance verify Lucius outputs before fully cutting over.
Connect this stack to Lucius
Share your payment and bank setup — we'll outline how sync, reconciliation, and reporting stay on one ledger.
Request a reconciliation auditOr explore the stateful ledger — Lucius's financial system of record.