Do not force a company off Intacct. 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 Intacct if it is the company’s financial system.
For an owner or CAS client, export a CSV and map it in Settings → Migration.
Reconnect the bank. Confirm opening balances once.
Stay on Sage Intacct when
Choose Intacct when the company is the buyer and dimensions are the job.
Move when
Choose ficary when an owner or CAS firm needs leftovers, not a mid-market ERP.