Move in. Keep the history.

Switching invoicing tools usually means running both in parallel for a quarter and losing the audit trail. We import customers, invoices, payments, and tax history from your existing tool so the old system can be shut off the same week.

• Sources: QuickBooks, Xero, Wave, FreshBooks, Invoice Ninja, Zoho, Stripe, Shopify.
• Customer list, products, historical invoices, payment status — all carried over.
• Manual reconciliation for edge cases; we walk it with you on Standard and above.