Cloud accounting, bank feeds, automated workflows, and real-time dashboards — modern systems that hand you hours back every week. We migrate you safely, automate the routine, and train your team until it sticks.
That is not a workflow. It is a single point of failure with a salary and annual leave.
You are paying qualified people to retype machine-readable data — every week, permanently.
Decisions get made on the most recent number available, which is rarely the most relevant one.
Not because the case is unclear — because nobody has been willing to be accountable for the history.
Move between them and watch the ledger. On four of the nine nothing lights up — and that is the honest part.
Xero, QuickBooks Online or Elasticbooks, chosen against how you actually operate — transaction volume, the size and skill of your team, what has to integrate, and what has to be filed. Where your current setup only needs repair rather than replacement, we say so and quote the repair instead.
Nothing. No tool knows your business yet, and one that claims to is selling you a template.
A CPA's recommendation — including the recommendation not to migrate at all.
You hold a written assessment and a fixed scope — before any system is touched.
Chart of accounts rebuilt, opening balances established, and full history carried across. The old system and the new one run in parallel until the trial balances agree to the peso — the switch is a decision made on evidence, not a date you hope for.
Matches and reconciles years of history in a fraction of the hours it used to take.
That the two trial balances genuinely agree. Across 50+ migrations we have not lost a client's data.
Both trial balances agree to the peso and you authorise the cutover. Not on a date.
Bank feeds, POS, e-commerce, payments, payroll and invoicing connected into one ledger, so the transaction arrives already coded instead of arriving as a task. The nine sources on the diagram at the top of this page are these.
Capture, coding and matching — every transaction, every day, unattended.
The coding rules themselves, and every transaction the rules cannot confidently place.
A full week of transactions lands coded, with no manual entry from any connected source.
Receipt capture, approval routing and recurring entries configured, with exceptions escalating to a person rather than sitting silently in a queue. The point is not that nobody touches it — it is that people only touch what needs judgment.
The routine path, start to finish, without being asked and without a reminder.
Every exception it raises. An escalation nobody reads is worse than no automation at all.
A routine cycle completes with no manual intervention and every exception reaches a named owner.
Cash position, sales, margin and receivables visible on the day, not five weeks after month-end — built to the decisions you actually make rather than the software's default template. Variance and anomaly checks run against the ledger daily and raise what looks wrong before month-end does.
The refresh, the variance checks, and the alert that something moved.
What the movement means and whether it needs acting on. A flag is not a conclusion.
You name the decisions you make weekly, and each one is answered on a live view without asking us.
Named user roles, MFA enforced, permissions scoped to function — and a documented process for revoking access when someone leaves. Written down before the day it is needed rather than improvised on the day it is.
Enforcement. MFA and role limits hold without anyone supervising them.
Who gets which role in the first place, and the decision to take one away.
Every user is named to a scoped role, MFA is on for all of them, and the revocation steps are written.
The subscription is in your name, the data is in your account, and you hold the administrative credentials from day one. If you leave us, nothing has to be extracted or negotiated — you change our access and keep working. We document the export path in writing at handover regardless.
Nothing. Automation is not what protects this. Ownership is.
A term of the engagement, true from day one — not a setting we enable later.
Not a milestone. Verifiable by you at any point: log in as administrator and remove us.
Role-based training for the people who will actually use it — the person raising invoices and the person approving payments learn different things — plus a support window that runs through the first closes.
Nothing. A system nobody in your team can drive is not a system, it is a subscription.
That your team is genuinely running it — judged by us, confirmed by you.
Your team closes a full month with no question escalated to us. Not when the system goes live.
The close calendar, the responsibilities on both sides, and the export path — written down and handed over, not held in someone's head. It has to survive the person who wrote it, the staff member who leaves, and us.
A configuration export. It can list what it was told to do; it cannot say why.
Everything the export cannot say: why each rule exists, and who owns each step of the close.
A new hire could run one close from the document alone, without calling anyone.
How work moves today documented, what is actually in the existing data quantified, a stack recommended — including the recommendation to keep what you have, where that is the honest answer. Written assessment and fixed scope before any system is touched.
Opening balances established, history carried across, old and new run in parallel and reconciled to the peso. Cutover happens when the trial balances agree — a decision you sign off on, not a deadline we impose. 50+ migrations, no client data lost.
Feeds, automations and dashboards switched on, roles and access documented, your team trained to run the cycle. Support continues through the first closes until month-end runs without us.
None of this is a bet on what AI might do. It is already ordinary in the software your competitors run today.
A migration starts at ₱30,000 for the simplest scope. There are no packages — the figure follows what actually has to move. These four things are what move it.
A single entity is the ₱30,000 case. Related companies each need their own opening balances and an intercompany position agreed before cutover — that is the work being priced, not a per-seat charge.
Priced per entity migratedCarrying a clean trial balance across is quick. Carrying five years of transaction detail — and reconciling it line by line so the old and new systems agree — is not.
Priced on what reconcilesBank feeds, POS, e-commerce, payment platforms, payroll and invoicing. Each connection is scoped, built and tested on its own; the count is known before you sign, not discovered later.
Priced per connectionStock, project margins or job costs have to survive the move intact, which means mapping and testing beyond the trial balance. Priced for the reconciliation that takes.
Priced on what has to reconcileNo, and the process is designed so that you do not have to take that on trust. The old system keeps running while the new one is built; both are reconciled to the peso before anything is switched off. If they do not agree, we do not cut over. Across 50+ migrations we have not lost a client's data.
We are certified on QuickBooks Online and Xero, and we run Elasticbooks for clients who want a Philippine-built cloud platform. The right answer depends on your transaction volume, your team, your integrations and what has to be filed. We will recommend the better fit rather than the one we prefer — and where your current setup only needs repair, we will say so and quote the repair instead.
Effectively none. The old system stays live until the new one is proven, so there is no window where you cannot invoice, pay or look something up. Cutover is a decision you make once the numbers agree — not a weekend you brace for.
Yes, and the engagement is not considered complete without it. Training is role-based — the person raising invoices and the person approving payments learn different things — and a support window runs through the first closes. We finish when your team runs the cycle without us.
You do. Subscriptions are in your name, the data sits in your account, and you hold administrative access from the first day. If you ever leave us, you change our permissions and carry on working — there is nothing to hand back and nothing to negotiate. We document the export path in writing at handover regardless.
We will, in most engagements — unreconciled balances, suspense accounts, transactions coded to accounts that no longer mean anything. We tell you in writing during Phase 1, with the scope of the correction and the options set out, including the option of migrating the balances as they are and correcting them afterwards. What we will not do is carry an unexplained figure into a clean system and let it look resolved.
Then we will tell you at the end of the assessment and quote the smaller job — a chart of accounts rebuild, feeds connected properly, or a reporting layer on what you already run. A migration you did not need is an expensive way to arrive where you already were.
Thirty minutes with a CPA who has run this fifty times. You will leave with a straight read on your current stack, what it would take to move, and whether moving is the right call at all — whether or not you engage us.
Book your free consultation →Clean, current, connected books are the input to everything else — the close, the filing, the audit response, the forecast, the lender pack. Migrate with us and the accounting team never asks you to re-explain your systems. Migrate and go elsewhere and you still own every bit of it.