Agree the starting point
Choose an accounting cutover date and prepare a reconciled trial balance. Keep the old system or source spreadsheets available while you verify the move.
Use supported templates
The app includes import preparation and validation for supported master records and opening documents. Preview errors before committing an import. Formats from another provider are not automatically equivalent to a Proper Axis template.
Reconcile after the move
Compare opening account totals, unpaid customer invoices, unpaid supplier bills and cash balances. Have your accountant review the results before new posting continues.
Ask before transferring sensitive data
Discuss the scope and a safe transfer method with the team. Do not send a full financial dataset to the contact email without agreeing how it should be handled.