Moving from spreadsheets or another system.
Tell us what you use today. We will talk through your data in the demo, and what moving it involves for your business.
Three common starting points.
Spreadsheets
The books, the invoices and the follow-ups live in files that one or two people keep alive.
Another system
A finance product that no longer fits, or one that stops short of purchasing, stock or collections.
Several tools stitched together
An invoicing tool, a bank feed and a spreadsheet, held together by retyping.
What we will talk through.
- Your customers and your vendors, and how they are recorded today.
- Your chart of accounts, and the balances you are carrying.
- Open invoices and open bills, and what is still owed either way.
- Your stock, if you hold any, and how it is counted.
- Who does what today, so roles and approvals match how you really work.
Four steps, in plain words.
Look at what you have
We start from your real files and systems, not from a template.
Agree what moves, and when
You decide what comes across, and what stays behind.
Check that it agrees
The numbers are compared against what you hold today before anyone relies on them.
Switch when you are ready
You can try Cortex Ledger first, with a 10-day free trial.
Taking your data out.
You can export your data at any time. If you move down a pack, nothing is deleted: modules outside your pack are hidden, and your data is kept.
Tell us where you are starting from.
Book a demo and bring a sample of what you use today.