Map a CSV export. Reconnect the bank. Do not re-key.
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
Export the client list and the books you can open.
Map that file. Clients first, then work, then time.
Reconnect the bank and email. Do not import mail.
Opening WIP keeps the date it was incurred.
Tax prep stays where it is.
Stay on FreshBooks when
Choose FreshBooks when invoices and time are the job this week.
Move when
Choose ficary when the owner became the bookkeeper and needs leftovers, not another invoice screen.