Map a native export on Practice → Import. Vendors and bills first. Card history is a bank-shaped leftover, not a plastic we issue. 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, open bills, and a transaction report you can open.
Map vendors and bills on Practice → Import.
Reconnect the bank. Cleared spend lands as leftovers until coded.
Keep the card issuer if you still need plastics. We do not issue cards.
Set as-of on Practice → Analytics. Later activity stays out.
Stay on Ramp when
Choose Ramp when the team needs cards, travel, or treasury this month and will keep the ledger in QuickBooks, Xero, or an ERP.
Move when
Choose ficary when uncoded spend still wakes you up, or when as-of AP has to sit on the same books as WIP and A/R.