Switching accounting software

A practical guide to leaving Xero for Paper & Pen

Moving your financial data is a serious decision. Before you cancel your subscription, understand exactly what transfers, what you gain with our free cloud ERP, and whether your business is actually better off staying where it is.

  • Honest migration expectations
  • What you actually gain
  • Who should not switch

Free forever · No credit card required · Add modules anytime

Free forever for Sales & Invoicing. No card needed.5 languages, Arabic and Urdu right to leftBuilt in Oman · used worldwide

Free core invoicing

Create and send invoices, quotations, and receipts at no cost. You get a complete sales workflow without a monthly subscription fee.

Inventory tracking

Track your stock levels and costs across your business. Know exactly what you have on hand before you send a quotation to a customer.

Full general ledger

Post journal entries and generate your profit and loss statements and balance sheets. Keep your financial records organised in one central place.

Multilingual interface

Work comfortably in English, Arabic, Hindi, Bengali, or Urdu. The interface supports right-to-left layouts natively for Arabic and Urdu users.

Quick document sharing

Send your delivery notes, purchase orders, and invoices directly to clients via a WhatsApp link or email straight from the system.

Optional advanced modules

Add human resources, payroll, and manufacturing with bills of materials as paid modules only when your business actually needs them.

The migration process

What actually transfers when you leave Xero

Switching accounting systems requires planning. You cannot simply press a button and move everything. You can export your customer lists, vendor details, and inventory items from your current system and import them into Paper & Pen. However, historical transactions and closed invoices do not transfer automatically. The most practical approach is to pick a clean cutover date, usually the start of a new financial year or quarter. You will need to export your trial balance from your old system on the final day, then enter those closing balances as opening balances in Paper & Pen.

  • Export your customer and supplier contact lists
  • Download your chart of accounts and item lists
  • Choose a clean cutover date for new transactions
  • Enter your closing balances as new opening balances
Paper & Pen

الفواتير

4 فواتير · مايو 2026

فاتورة جديدة
العميل التاريخ المبلغ الحالة
Northwind Trading Co. 12 مايو 2026 $4,820.50 مدفوعة
Harbour Point Ltd 09 مايو 2026 $12,500.75 متأخرة
Cedar Clinic Group 05 مايو 2026 $2,140.25 مدفوعة
Studio Meridian 02 مايو 2026 $863.40 مسودة
الإجمالي $20,324.90
Paper & Pen

Invoices

4 invoices · May 2026

New invoice
Customer Date Amount Status
Northwind Trading Co. 12 May 2026 $4,820.50 Paid
Harbour Point Ltd 09 May 2026 $12,500.75 Overdue
Cedar Clinic Group 05 May 2026 $2,140.25 Paid
Studio Meridian 02 May 2026 $863.40 Draft
Total $20,324.90
Paper & Pen

चालान

4 चालान · मई 2026

नया चालान
ग्राहक तारीख राशि स्थिति
Northwind Trading Co. 12 मई 2026 $4,820.50 भुगतान हुआ
Harbour Point Ltd 09 मई 2026 $12,500.75 बकाया
Cedar Clinic Group 05 मई 2026 $2,140.25 भुगतान हुआ
Studio Meridian 02 मई 2026 $863.40 ड्राफ़्ट
कुल $20,324.90
Paper & Pen

চালান

4 চালান · মে 2026

নতুন চালান
ক্রেতা তারিখ পরিমাণ অবস্থা
Northwind Trading Co. 12 মে 2026 $4,820.50 পরিশোধিত
Harbour Point Ltd 09 মে 2026 $12,500.75 বকেয়া
Cedar Clinic Group 05 মে 2026 $2,140.25 পরিশোধিত
Studio Meridian 02 মে 2026 $863.40 খসড়া
সর্বমোট $20,324.90
Paper & Pen

انوائسز

4 انوائسز · مئی 2026

نئی انوائس
کسٹمر تاریخ رقم حالت
Northwind Trading Co. 12 مئی 2026 $4,820.50 ادا شدہ
Harbour Point Ltd 09 مئی 2026 $12,500.75 واجب الادا
Cedar Clinic Group 05 مئی 2026 $2,140.25 ادا شدہ
Studio Meridian 02 مئی 2026 $863.40 مسودہ
کل $20,324.90

Why choose us

What you gain when you make the switch

Paper & Pen provides a different approach to business software. Instead of a mandatory monthly subscription for basic accounting, our core sales and invoicing features are free forever. You get full access to create estimates, proforma invoices, credit notes, and recurring invoices without hitting a paywall. You also gain multi-currency support and configurable tax rates out of the box. Because we offer paid add-on modules for human resources, payroll, and manufacturing, the system grows with you. You only pay for complex operational tools when your business actually requires them.

  • Free forever core invoicing and sales tools
  • Multi-currency support and configurable tax rates
  • Five interface languages including right-to-left Arabic
  • Paid modules for HR and manufacturing available
Paper & Pen

الفواتير

4 فواتير · مايو 2026

فاتورة جديدة
العميل التاريخ المبلغ الحالة
Northwind Trading Co. 12 مايو 2026 $4,820.50 مدفوعة
Harbour Point Ltd 09 مايو 2026 $12,500.75 متأخرة
Cedar Clinic Group 05 مايو 2026 $2,140.25 مدفوعة
Studio Meridian 02 مايو 2026 $863.40 مسودة
الإجمالي $20,324.90
Paper & Pen

Invoices

4 invoices · May 2026

New invoice
Customer Date Amount Status
Northwind Trading Co. 12 May 2026 $4,820.50 Paid
Harbour Point Ltd 09 May 2026 $12,500.75 Overdue
Cedar Clinic Group 05 May 2026 $2,140.25 Paid
Studio Meridian 02 May 2026 $863.40 Draft
Total $20,324.90
Paper & Pen

चालान

4 चालान · मई 2026

नया चालान
ग्राहक तारीख राशि स्थिति
Northwind Trading Co. 12 मई 2026 $4,820.50 भुगतान हुआ
Harbour Point Ltd 09 मई 2026 $12,500.75 बकाया
Cedar Clinic Group 05 मई 2026 $2,140.25 भुगतान हुआ
Studio Meridian 02 मई 2026 $863.40 ड्राफ़्ट
कुल $20,324.90
Paper & Pen

চালান

4 চালান · মে 2026

নতুন চালান
ক্রেতা তারিখ পরিমাণ অবস্থা
Northwind Trading Co. 12 মে 2026 $4,820.50 পরিশোধিত
Harbour Point Ltd 09 মে 2026 $12,500.75 বকেয়া
Cedar Clinic Group 05 মে 2026 $2,140.25 পরিশোধিত
Studio Meridian 02 মে 2026 $863.40 খসড়া
সর্বমোট $20,324.90
Paper & Pen

انوائسز

4 انوائسز · مئی 2026

نئی انوائس
کسٹمر تاریخ رقم حالت
Northwind Trading Co. 12 مئی 2026 $4,820.50 ادا شدہ
Harbour Point Ltd 09 مئی 2026 $12,500.75 واجب الادا
Cedar Clinic Group 05 مئی 2026 $2,140.25 ادا شدہ
Studio Meridian 02 مئی 2026 $863.40 مسودہ
کل $20,324.90

Who should stay

When keeping your current software makes sense

We want you to use the right tool for your business. Xero is established accounting software with a paid subscription, and it excels in specific areas. If your external accountant works exclusively in Xero and refuses to use other systems, you should weigh that heavily before moving. Furthermore, Xero is strong on automatic bank feeds and bank reconciliation. Paper & Pen does not offer automatic bank imports. If daily automated bank reconciliation is critical to your operations, you are better off staying where you are. Please check their official website for their current plans and pricing.

  • Your accountant requires you to use Xero
  • You rely heavily on automated bank feeds
  • Daily automated bank reconciliation is strictly necessary
  • You depend on their third-party app marketplace
Paper & Pen

الفواتير

4 فواتير · مايو 2026

فاتورة جديدة
العميل التاريخ المبلغ الحالة
Northwind Trading Co. 12 مايو 2026 $4,820.50 مدفوعة
Harbour Point Ltd 09 مايو 2026 $12,500.75 متأخرة
Cedar Clinic Group 05 مايو 2026 $2,140.25 مدفوعة
Studio Meridian 02 مايو 2026 $863.40 مسودة
الإجمالي $20,324.90
Paper & Pen

Invoices

4 invoices · May 2026

New invoice
Customer Date Amount Status
Northwind Trading Co. 12 May 2026 $4,820.50 Paid
Harbour Point Ltd 09 May 2026 $12,500.75 Overdue
Cedar Clinic Group 05 May 2026 $2,140.25 Paid
Studio Meridian 02 May 2026 $863.40 Draft
Total $20,324.90
Paper & Pen

चालान

4 चालान · मई 2026

नया चालान
ग्राहक तारीख राशि स्थिति
Northwind Trading Co. 12 मई 2026 $4,820.50 भुगतान हुआ
Harbour Point Ltd 09 मई 2026 $12,500.75 बकाया
Cedar Clinic Group 05 मई 2026 $2,140.25 भुगतान हुआ
Studio Meridian 02 मई 2026 $863.40 ड्राफ़्ट
कुल $20,324.90
Paper & Pen

চালান

4 চালান · মে 2026

নতুন চালান
ক্রেতা তারিখ পরিমাণ অবস্থা
Northwind Trading Co. 12 মে 2026 $4,820.50 পরিশোধিত
Harbour Point Ltd 09 মে 2026 $12,500.75 বকেয়া
Cedar Clinic Group 05 মে 2026 $2,140.25 পরিশোধিত
Studio Meridian 02 মে 2026 $863.40 খসড়া
সর্বমোট $20,324.90
Paper & Pen

انوائسز

4 انوائسز · مئی 2026

نئی انوائس
کسٹمر تاریخ رقم حالت
Northwind Trading Co. 12 مئی 2026 $4,820.50 ادا شدہ
Harbour Point Ltd 09 مئی 2026 $12,500.75 واجب الادا
Cedar Clinic Group 05 مئی 2026 $2,140.25 ادا شدہ
Studio Meridian 02 مئی 2026 $863.40 مسودہ
کل $20,324.90

Questions

Everything you need to know

Can I import my historical invoices into Paper & Pen?
No. Moving historical transactions between different accounting systems is highly complex and prone to errors. We recommend keeping a read-only export of your historical data from your previous software for compliance purposes. You should start fresh in Paper & Pen by entering your opening balances and creating new invoices from your chosen cutover date.
Does Paper & Pen connect to my bank account?
No. We do not offer automatic bank feeds or open-banking integrations. You will need to manually enter your payments and expenses, or upload manual journal entries to keep your ledgers up to date. If automated bank imports are a strict requirement for your business, you should consider staying with your current provider.
How does the pricing compare to Xero?
Paper & Pen offers core invoicing, sales, and basic accounting features completely free forever. We do not charge a monthly subscription for these fundamental tools. We generate revenue through optional paid modules for human resources, payroll, and manufacturing. For current pricing and plan details regarding Xero, please visit their official website.
Can my accountant access my Paper & Pen account?
Yes. You can invite your accountant to your workspace so they can review your ledgers, post journal entries, and generate profit and loss statements or balance sheets. However, you should have a conversation with your accountant first to ensure they are willing to work outside of their preferred software ecosystem. Some accountants only support specific platforms, which is a valid reason to stay with your current provider.

Ready to start your new financial year?

Create your free account today, set up your opening balances, and start sending invoices without a monthly subscription fee.

Free forever · No credit card required · Add modules anytime