Move in without leaving your history behind
Arrive with your history, not a blank ledger.
Included in: Every paid plan
Bring transactions, a chart of accounts and journal entries in from your old system.
Imports never count against a limit
Historical import is fully exempt from quota. Moving five years of books costs nothing against your monthly allowance.
More than transactions
Chart of accounts, journal entries and opening balances come across, not just a bank export.
Reviewable before it posts
An import is staged and shown to you before anything lands in your books.
How it works
- 1
Upload the file
A bank export, a chart of accounts, journal entries, or a statement from your old system.
- 2
Review what will land
Rows are mapped and shown to you before anything posts, so a bad column mapping is caught first.
- 3
Post it
The import lands in your books, and it costs nothing against your monthly allowance.
Import your books questions
Works with
Bank sync
A secure, read-only connection to your bank, with transactions imported every day.
AI categorization
Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.
Learned merchants
Categorize a merchant once and it fills itself in from then on. You never write a rule.
Try import your books free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.