Historical Data Import
Bring the past into a clean, categorized ledger.
Accurate history makes every future report trustworthy. We import your transactions, categorize them consistently, and reconcile opening balances to your statements.
You receive a summary of exactly what was imported, how it was categorized, and any items that need your input.
What's covered
- Transaction history imported from statements or exports
- Consistent categorization against your chart of accounts
- Opening balances reconciled to source documents
- Duplicate and gap detection across the period
This service is available on its own or bundled inside a setup plan with a fixed one-time price.
View PlansWhat you receive
Concrete, documented outputs you keep — not a vague promise of work done.
Imported and categorized history
Opening balance reconciliation
Import summary report
Delivered to your dashboard
Every output is yours to keep — downloadable any time from your secure order page, alongside a recorded Loom walkthrough of the setup.
Other services worth pairing
These often go hand in hand with this setup.
Get this as part of a complete setup
Each plan is a one-time engagement with a fixed price and delivery window.
Launch Ledger
A clean foundation on the platform of your choice.
Delivery in 5 days
Choose Launch LedgerCore Books
Structured books with tax and automation rules.
Delivery in 7 days
Choose Core BooksGrowth Suite
Full setup, historical data, and live dashboards.
Delivery in 10 days
Choose Growth SuiteYour Financial Systems Should Run Like Software.
Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.