See f-ai beside what you use now - and how to move

How moving works

Eight steps, each on its own screen in f-ai

Export from your current software as spreadsheets, then bring each part in - the same steps whichever software you leave.

1. 1

   Set your opening day

   The day f-ai's books start - usually the first day of a month or a year.

   Settings › Opening balances

2. 2

   Bring in your chart of accounts

   Export it as a spreadsheet; each account is matched to f-ai's.

   Chart of accounts › Import

3. 3

   Enter your trial balance

   Type it in or import it - each balance matched to its account.

   Settings › Opening balances › Ledgers

4. 4

   Bring in open invoices and bills

   Who owes you and whom you owe, with their dates.

   Settings › Opening balances › Import

5. 5

   Add your products, then opening stock

   Add your products in f-ai, then stock by location from a spreadsheet.

   Products · Opening balances › Import

6. 6

   Bring past documents, if you want them

   Sales invoices, bills, credit and debit notes, payments - one spreadsheet.

   Settings › Import data

7. 7

   Import your bank statements

   PDF, Excel, CSV or your bank's own format; matched to your entries.

   Cash & banking › Import statement

8. 8

   Invite your accountant

   To the same books, with the rights you choose.

   Settings › Team