Five steps. Our team handles four. You do the last one.
Click Restore in your dashboard, pick the snapshot date, and tell us what you need: a full org, specific entities, or a point-in-time slice. If you have a Restore coupon, it applies at once.
We use Xero's normal create-org flow. The new org is yours, billed to you, and owned by you. We are only a temporary guest with restore-only access.
We restore chart of accounts, tax rates, currencies, contacts, branding, and opening balances. Then we bring back the transaction history: invoices, bills, credit notes, payments, bank transactions, and journals. Attachments are re-uploaded and re-linked to the right records.
Trial Balance, Balance Sheet, and P&L are matched to the source snapshot. Any record we cannot map is logged, explained, and reviewed with you before sign-off. This gives you a clear audit trail.
You sign off, move your team to the new org, and the old org stays unchanged. Your old data stays as it was, which helps with audit, forensics, or going further back.