If the company stays on Rillet, do not force a move. For an owner file, map a CSV in Settings → Migration. Reconnect the bank.
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
Stay on Rillet if it is the company’s ERP.
For an owner or CAS client, export a CSV and map it in Settings → Migration.
Reconnect the bank. Do not re-key.
Stay on Rillet when
Choose Rillet when the company is the buyer and NetSuite-class close is the job.
Move when
Choose ficary when an owner or a CAS firm needs leftovers and work on one product.