Map a native export on Practice → Import. Vendors and open bills first. Do not re-key. Live one-click cutover is not shipped.
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 vendors and open bills.
Map that file on Practice → Import. Vendors first, then bills.
Reconnect the bank.
Pay Now stays on Invoices. We do not originate ACH or checks.
Set as-of on Practice → Analytics.
Stay on Melio when
Choose Melio when one user needs five free ACH payments and the ledger stays in QuickBooks or Xero.
Move when
Choose ficary when write-down, leftovers, and as-of have to live on the same books — not in a sync after the payment goes out.