Converting a client from Xero with Claude or ChatGPT

This skill guides you through converting a client from Xero to Prosaic in Claude or ChatGPT, one stage at a time. It follows the steps in Converting a client from Xero to Prosaic, checks your files as you go, and waits for you to confirm each stage before moving on.

It isn't a fully automated conversion. You stay in charge of the accounting decisions, and some steps still happen in Prosaic. If you connect Prosaic to your assistant, it can also do some of the work for you.

AI Skills are reusable sets of instructions that help Claude or ChatGPT complete specific tasks consistently. You can update a skill to reflect your firm's own processes.

Download the skill: for Claude or for ChatGPT (3 files, about 11 KB).

Installing it

Claude

Download the Claude zip and unzip it.
Go to Settings → Capabilities → Skills and upload the prosaic-xero-conversion folder.

ChatGPT

Download the ChatGPT zip.
In the sidebar, select Plugins, then the Skills tab.
Select Create → Upload from your computer, then choose the zip.

ChatGPT skills depend on your plan and workspace settings. If you can't upload one, check Skills in ChatGPT or ask your workspace admin.

Using it

Start a new chat and say what you want:

I want to convert Bright Property Ltd from Xero to Prosaic, starting on 1 April 2026.

The assistant starts by asking a few questions, including whether the client is invited, their bank feeds are connected and the chart template is set up. If something isn't ready, it tells you how to do it.

You don't have to finish in one sitting. If you return in a new chat, tell it what's already done and it carries on from there.

What it takes you through

Readiness: checks what's in place, and points you to the right help if something is missing. If you need a chart template, it points you to the chart template skill.
Connection: checks whether Prosaic is connected, and shows you how to connect it if you'd like to.
Plan: agrees the dates, how much history to bring across and who does each step.
Exports: lists the Xero files you need and checks them.
Entity dates: sets the Conversion Date and Start GST Returns From.
Balances: brings across the trial balance journals.
Transactions: checks the General Ledger Detail file and walks you through the import.
Fixed assets: tidies the asset register file and walks you through the import.
Unpaid invoices: brings across open invoices and reverses the double count, for clients on the payments basis.
Tie-out: checks the trial balance, fixed assets, bank and debtors against Xero.

What changes when Prosaic is connected

Connecting is optional. Without it, the skill explains each step and can still read your files, work out journal lines and clean up the asset file. With it, the assistant can do more of the work:

Stage	The assistant can	You still
Readiness	Look up the client, entity, bank accounts, chart and asset types	Invite the client if needed
Entity dates	Set the dates when it creates a new entity	Set the dates on an existing entity
Balances	Map accounts, create missing accounts, and draft journals for several years	Review and post each journal
Transactions	Check the file against the chart, and create missing accounts first	Run the import
Fixed assets	Create missing asset types, tidy the file and check the result	Import and activate the assets
Unpaid invoices	Create contacts and invoices, and draft the reversal journal	Review and post the reversal
Tie-out	Compare reports with your Xero files and attach the exports	Check bank statement balances and sign off

To set it up, see Connecting Prosaic to AI Assistants.

Things worth knowing

You approve every change

The assistant shows you what it plans to create and waits for your approval. Journals are always drafts, so you review and post them in Prosaic.

Invoices can't be undone from the chat

Invoices created through the connector are finalised straight away, though they aren't sent to your customer. The assistant creates one and checks it before doing the rest. To correct an invoice, void it in Prosaic.

Unpaid invoices are for the payments basis only

This stage needs the Accounts Receivable beta, which is switched on for your whole workspace. It doesn't support clients on the invoice basis yet. For those clients, the skill tells you to skip the stage and code each payment to Accounts Receivable.

Check its work

AI assistants can make mistakes, so review mappings and journals as you would a colleague's work. The tie-out at the end is your check that the conversion matches Xero.

Need help? Use the 💬 button in the app or email help@prosaic.works.