Migrate · facts captured 2026-08-24

Leave Xero without losing the month.

Map a Xero CSV 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 client list and the books you can open.
  2. Map that file. Clients first, then work, then time.
  3. Reconnect the bank and email. Do not import mail.
  4. Opening WIP keeps the date it was incurred.
  5. Tax prep stays where it is.

Stay on Xero when

Choose Xero when the accountant already runs the file there.

Move when

Choose ficary when the owner needs leftovers in English and the accountant can still sit on a seat.

ficary vs Xero · Xero 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.