Switching is easy
Bring your data over in minutes.
Moving from QuickBooks, HoneyBook, Dubsado or a spreadsheet? Import your transactions and clients from a CSV , the wizard auto-detects the source, maps the columns and deduplicates for you.
Start free: import your dataQuickBooks
Transactions & chart of accounts
HoneyBook
Clients & payment history
Dubsado
Clients & projects
Your bank
CSV statement, any format
Stripe / PayPal
Payouts & fees
A spreadsheet
Your own columns, mapped
Three steps to switch
1
Export a CSV
Download a CSV from your current tool or bank. No special format required. We handle messy files, EU numbers and mixed date formats.
2
Map & preview
The import wizard auto-detects the source and maps the columns. Adjust anything, preview the rows, and confirm.
3
You're live
Transactions land in your books and clients land in your CRM, deduplicated automatically. Start free, keep your books forever.
Common questions
How long does migration take?
Most people are set up in a few minutes. Export a CSV, map the columns in the wizard, and confirm. That's it.
What if my file is messy?
The importer handles BOM characters, European number formats, mixed date formats, short rows and unquoted commas, and shows you a preview before anything is saved.
Will it create duplicates?
No: imports are deduplicated, so re-importing an overlapping file won't double-count transactions or clients.
Does it cost anything to switch?
No. Your books are free forever, and importing is included. Pro adds automation, CRM and Marketing Analytics.
Ready when you are.
Free forever for your books. Card processing at cost, zero markup. Pro adds automation, CRM and Marketing Analytics.
Start free →