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Xero Customization & Technical Support in Singapore for SMEs

Dec 3, 2025

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Powered by SME-friendly solutions and PSG support 


In today’s fast-moving business landscape, SMEs need more than just accounting software — they need a system that adapts to their operations, simplifies daily tasks, and supports long-term growth. That’s where Xero, combined with our customized templates, migration support, and technical assistance, makes a real difference.


At CR Consultancy, we help businesses get the most out of Xero with hands-on setup, tailored configurations, and continuous support — and for eligible SMEs, this can be further supported by the Productivity Solutions Grant (PSG).


xero customization template and technical support

Why Xero? A Simple, Powerful Choice for SMEs 

Xero gives you real-time visibility of your finances, reduces manual work, and helps you stay compliant. Yet many businesses only use a small portion of its features. 

With the right guidance, templates, and support, Xero can transform daily bookkeeping and month-end reporting into a smoother, faster process. 

 

Our Xero Customization & Support Services 

1. Customized Xero Templates (Invoices & Reports) 

A well-structured template saves time and reduces errors. We customize Xero templates and documents such as: 

  • Invoice templates 

  • Management reporting formats 

  • Custom chart of accounts setups 

Your Xero account becomes aligned with your branding and workflow — not the other way around. 

 

2. Data Migration from Excel or Previous Systems 

We help SMEs transition smoothly with: 

  • Customer & supplier imports 

  • Opening balances 

  • Inventory migration 

  • Historical transactions 

Your data is cleaned, structured, and ready for immediate use. 

 

3. Personalised Hands-On Training 

Whether you’re a beginner or a seasoned user, our training covers: 

  • Daily bookkeeping on Xero 

  • GST-compliant reporting 

  • Month-end closing 

  • Understanding financial dashboards 

  • Workflow setup for your team 

Training is available online, with onsite sessions arranged when needed.  

 

4. Technical Support 

SMEs often ask, “Who can I call when I get stuck?” Our team provides: 

  • Troubleshooting 

  • Error correction 

  • Feature guidance 

  • Support for monthly accounts 

  • Step-by-step assistance for new processes 

No waiting. No overseas ticketing systems. Just direct support from our team who understands SME operations. 

 

PSG Support for Xero Adoption 

Funding available for eligible SMEs 


Businesses looking to digitalize their accounting processes can tap into the Productivity Solutions Grant (PSG) to offset part of the cost of Xero adoption. 

Through PSG, eligible SMEs can receive support for: 

  • Xero onboarding and setup 

  • Data migration 

  • Customize templates 

  • Scoping & documentation 

  • Training and support 

This makes it easier and more affordable for businesses to shift from manual bookkeeping to a fully digital, cloud-based system. 

Learn more about PSG and eligibility criteria here: Productivity Solutions Grant (PSG) 

 

Why Work With Us? 

✔ SME-friendly, practical approach 

✔ Local support for the entire 12 months

✔ Customization based on real operational needs

✔ PSG-supported digitalization pathway for SMEs 

Whether you're new to Xero or looking to optimize your existing setup, we help you maximize productivity, reduce errors, and streamline your workflow. 

 

Ready to Upgrade Your Xero Experience? 

If you're planning to adopt Xero, migrate your data, or want a more personalized support experience — with or without PSG — our team is ready to assist. 

Contact us today Let’s build a Xero system that works for your business — efficient, customized, and fully supported. 

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