Migrate · facts captured 2026-08-24

Leave Sage without losing the month.

Map a Sage or CSV export in Settings → Migration. Reconnect the bank. Do not re-key.

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. Export the Sage file you can open.
  2. Map it in Settings → Migration.
  3. Reconnect the bank. Confirm opening balances once.

Stay on Sage when

Choose Sage when the accountant already runs the file there.

Move when

Choose ficary when the owner became the bookkeeper and needs leftovers in English.

ficary vs Sage · Sage 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.