Migrate · facts captured 2026-08-24

Leave NetSuite without losing the month.

Do not rip out a live NetSuite. For a client file you want on ficary, map a native export or CSV. Reconnect the bank. Confirm counts.

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. Leave the company’s NetSuite in place if it is the ERP.
  2. For a file you are moving, export what you can map. Clients or accounts first.
  3. Map the file in Settings → Migration. Reconnect the bank.
  4. Confirm counts before you call the month closed.

Stay on NetSuite when

Choose NetSuite when the company needs ERP, not a leftover list.

Move when

Choose ficary when the owner or the firm needs leftovers and work, and NetSuite would be the wrong size.

ficary vs NetSuite · NetSuite 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.