Migrating from a previous accountant who used spreadsheets

If your old accountant kept records in Excel rather than accounting software, the migration is slightly different but still works.

What you can provide:

• End-of-year financial statements (P&L, Balance Sheet)
• Spreadsheet ledgers if available
• Bank statements for the current financial year
• Open invoices and outstanding amounts

The migration team uses these to set up your opening balances in Afirmo. From there, your bank feeds connect via Akahu and the system runs forward in real time.

This pattern is common for smaller businesses moving from a sole-practitioner accountant. Live chat can scope what is needed for your specific setup.