Digital accounting

System migrations and integrations

We move your bookkeeping from the old software or accounting firm to the new one and connect your bank and invoicing to the books. We check that the transferred balances match.

System migrations and integrations

What does the service mean?

A system migration means moving your bookkeeping from one program or accounting firm to another. The balances, customer and supplier details and open invoices from the old system must be transferred correctly to the new one.

Integrations connect systems to one another: for example, your bank, invoicing, online shop or time tracking can transfer data to the bookkeeping automatically. It is best to time the migration for the change of a period, as this makes comparison and reconciliation easier.

Who is the service for? Businesses that are changing their bookkeeping program or accounting firm.

The service includes

What we do

  • We plan the migration timetable and the data to be transferred.
  • We transfer the opening balances (account balances at the time of the move) from the old system.
  • We check that the transferred data reconciles.
  • We set up bank and other integrations as agreed.
  • We make sure the old records remain accessible.

Your part

What we need from you

  • Access to the old system or reports taken from it
  • The latest financial statements (tilinpäätös) and balance lists
  • Details of the integrations currently in use

How to deliver your material

Questions

Frequently asked

When is the best time to migrate?

Preferably at the change of the financial year or VAT (ALV) period. A migration can also be done mid-period with careful reconciliation.

What happens to the old records?

The old records must be kept for the period required by law. We agree on the format in which they are kept.

Booking

Would you like to go through your situation?

Book a phone call, a video call or a meeting at our office. We'll go through with you what the service means for your business.

Contact us

Ask about: System migrations and integrations

Fill in the form – we will reply within one working day.

  1. 01 Send your requestTell us briefly about your business and what you need.
  2. 02 We get in touchWe go through your situation by phone or email.
  3. 03 ProposalYou receive a proposal for the service and its price based on our price list.

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Focus on your business – we will take care of your finances.

Get in touch and let us look together at how we can help your business succeed.

asiakaspalvelu@e-toimisto.fi+358 44 020 2574

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