Moving from your current system

We do the heavy lifting

Our team moves your customers, suppliers, items and opening balances across for you, in a guided setup, and checks every figure against your last closed statements. You do not retype a thing.

What we need from you

• The trial balance at the last closed month
• Your customer and supplier lists, with open invoices and bills
• Your item list with the stock count on the cut-over date
• The bank balance on the cut-over date
• Any recurring invoices or payment plans, such as school fee installments

The steps

• Choose a cut-over date, ideally a month-end
• Post opening balances once, in the ledger, and check them against your trial balance
• Run your old and new systems side by side for one month
• Sign off the figures together, then switch fully

Your data on the way out

Exports are part of the plan, so you are never locked in. The export format is confirmed in your terms.