The finance alternatives page includes budgeting, invoicing, accounting, and portfolio tools. These are not interchangeable. Define the records and obligations you must preserve.
- Import a small sample with multiple currencies, fees, refunds, and historical corrections.
- Reconcile opening and closing balances against the current system.
- Test reports, audit trail, export format, and access controls for accountants or teammates.
- Review tax jurisdiction, retention requirements, and provider data handling with qualified local advice.
- Run both systems in parallel for one cycle before changing the source of truth.
Do not infer accounting correctness from an attractive dashboard. A migration should explain every difference in balances.
Akousa