Map a QBO, Xero, or CSV in Settings → Migration. Reconnect the bank. Do not claim we replace their close product on their file.
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
If Meridian still closes a file you keep, finish that month there.
Export the books. Map the CSV in Settings → Migration.
Reconnect the bank. Do not re-key.
New leftovers land in the ficary inbox. That is the close loop here.
Stay on Meridian when
Choose Meridian when QuickBooks, Xero, or NetSuite stays the book of record and you want the close run for you.
Move when
Choose ficary when the owner should see leftovers without living in another file’s close product.