Five steps. Our team handles four of them. You only do the last.
Click "Restore" in your dashboard, pick the snapshot date, and tell us what you need (full org, specific entities, or a point-in-time slice). If you have a Restore coupon, it applies automatically.
We use Xero's standard create-org flow. The new org is yours — billed to you, owned by you. We're a temporary guest with restore-only permissions.
Chart of accounts, tax rates, currencies, contacts, branding, opening balances, then transactional history — invoices, bills, credit notes, payments, bank transactions, journals. Attachments re-uploaded and re-linked.
Trial Balance, Balance Sheet, and P&L are reconciled to the source snapshot. Any unmappable record is logged, explained, and reviewed with you before sign-off.
You sign off, switch your team to the new org, and the original is untouched. Your old data stays exactly as it was — useful for audit, for forensics, or for going back further.
Common questions about restoring Xero data.