Installation

• Configure chart of accounts, tax settings, and user access
• Set up bank feeds, payment gateways, and automation rules
• Customize invoice templates and financial reports

Migration

• Transfer data from legacy accounting systems
• Map accounts and balances to match new platform structure
• Validate and reconcile opening balances for accuracy

Clean-Up

• Correct duplicate or miscategorized transactions
• Reconcile bank and credit card accounts
• Fix errors in customer, vendor, and account records

Optimization

• Design and implement advanced workflows
• Set up automations for accurate tracking and reporting
• Integrate advanced third-party apps