Migrate · facts captured 2026-08-24

Leave Jetpack Workflow without losing the month.

No Jetpack one-click importer yet. Map a native export when we have a pack. Do not re-key a ficary workbook.

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

  1. Export the client list and the books you can open.
  2. Map that file. Clients first, then work, then time.
  3. Reconnect the bank and email. Do not import mail.
  4. Opening WIP keeps the date it was incurred.
  5. Tax prep stays where it is.

Stay on Jetpack Workflow when

Choose Jetpack when you need work standardized this month and you will keep the ledger elsewhere.

Move when

Choose ficary when uncoded charges are the thing that still wakes you up.

ficary vs Jetpack Workflow · Jetpack Workflow alternatives · all migration guides

Practice + books

Map a native export. Confirm counts.

Write us when you are ready to leave. Do not re-key a ficary workbook.