We’re more than just a software company. Look at us as an extension to your team. We want to help you systemise, scale and grow your practice!

How we can help with data migration

You can utilise our free service to migrate client information from other bookkeeping and payroll platforms. Here’s how it works:

 

What we’ll need (Teal = optional):

Payroll

1.     CSV file containing all company names, PAYE reference, pay frequency and date

2.     CSV file containing all employee names, tax codes, NI numbers and address

3.     P11 report or CSV file containing closing balances from previous software

Bookkeeping

1.     CSV file containing the current year’s trial balance

2.     CSV file containing the previous year’s trial balance

3.     CSV file containing all customer names, emails, phone numbers and addresses

4.     CSV file containing all supplier names, emails, phone numbers and addresses

Want to import granular information?

We offer a premium, paid service where bank statements, sales invoices, supplier bills and journals can be imported. The price depends on the size of the migration, get in touch for more information: