Migrate · 26 guides
Leave without losing the month.
Each guide is owner language: what to export, what to map, what to reconnect. API keys, endpoints, and importer internals stay behind login for clients.
Incumbent suites
Tax delivery and firm AR
Hosting and firm AI
Portal, documents, close on someone else’s ledger
ERP and mid-market books
Ledgers owners already have
Practice + books
Map a native export. Confirm counts.
Connect a bank, map an export, or enter activity by hand. The inbox tells you what still needs a human.