Migrate from another software (AI Migration)
Import a client's books from QuickBooks, Sage or any other software: artificial intelligence reads your reports and rebuilds the file.
The AI Migration page (Ledger menu) rebuilds a client's books from the reports of their previous software. You upload the documents, artificial intelligence extracts the chart of accounts, balances and entries, and you review everything before the import.
- 1From the old software, export the most complete reports you can: trial balance, general ledger, client and supplier lists (PDF or Excel).
- 2Upload them into AI Migration and run the analysis.
- 3Review the proposal: detected accounts, opening balances, general ledger entries.
- 4Fix anything that needs it, then confirm the import: the books are created in one shot.
Always check the trial balance after the import: it must match the old software's at the same date. That is your checkpoint before starting day-to-day entry.
The more detailed the reports you provide (a full general ledger rather than a trial balance alone), the more history the migration recovers.