Keep Excel testing if that is the job. Map a period export. Do not import workbooks as a second ledger.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep DataSnipper for Excel testing if the team still works there.
Map the period you can export on Practice → Import.
Set as-of on Practice → Analytics.
Do not re-key a ficary workbook from Excel snips.
Stay on DataSnipper when
Choose DataSnipper when Excel testing is the reason you are shopping.
Move when
Choose ficary when findings have to be leftovers on an as-of date, not cells in a workbook.