Switching to 🧹Clean Books
Moving your books is a template, not a project.
🧹Clean Books ships with import templates, migration guides and AI prompts for every list and every transaction type. Use your own AI to clean the chart of accounts, contacts, items and open documents before they ever reach the import engine — so you don't just bring the same old garbage with you.
The templates
A template for every list and every transaction type.
Every template ships with a migration guide and an AI prompt. Use your own AI to clean and remap the data before it ever touches 🧹Clean Books.
- Chart of accounts
- Download the template, migration guide and AI prompt. Use your own AI to clean up the structure, merge duplicates and fix subtypes before the import ever runs.
- Customers and vendors
- Template, guide and prompt included. Let your AI merge duplicates, normalize names and map tax settings so you don't import a flattened contact dump.
- Products and services
- Template + guide + prompt. Clean up stale items and map income/expense accounts with your own AI before they reach the books.
- Opening balances
- Template, guide and prompt for the opening trial balance and open AR/AP — reviewed, balanced and never a lump-sum suspense plug.
- Invoices and bills
- Template, guide and prompt. Your AI can normalize dates, terms and line items so aging and reports are right from day one.
- Payments and deposits
- Template, guide and prompt to align invoice payments, bill payments and deposits before import, so status is recomputed correctly.
- Journal entries
- Template, guide and prompt. Paste a spreadsheet and the engine checks that debits equal credits before anything posts.
- Bank and credit card transactions
- CSV/PDF statement templates plus guide and prompt. Code and review rows before live feeds take over from there.
How it works
Four steps from where you are to clean.
- 1Download the template, guide and prompt
Every list and every transaction type in 🧹Clean Books has a ready-made import template, a written migration guide, and a prompt you can run through your own AI. Clean the chart of accounts, merge duplicates, fix names and map fields before the rows ever reach the import engine.
- 2Fill the template and upload
Drop your cleaned data into the template and upload. The import shows you exactly what will be created — the accounts it resolved, the totals and the checks it ran. If something doesn't balance or can't be resolved, it names the issue and refuses.
- 3Review before anything posts
You see every row that will hit the ledger before it posts. The import never buries a difference in a suspense account or quietly invents a GL account.
- 4Duplicate detection has your back
Account-scoped, direction-aware, line-level duplicate checking — including against bills and invoices you already have. If it looks like you already brought it in, you're asked before a second copy is created.
- 5Reconcile and close month one
Reconcile any balance-sheet account — checking, credit cards, loans, anything. The Monthly Close board walks you through a 45-item checklist, and reconciliations tick themselves off as you finish them.
After you land
Cleanups are what 🧹Clean Books was built for.
Merging duplicate accounts is a real merge with a 30-day undo. Bulk editing comes with guardrails. And The Sweeper 🧹 can read a PDF bank statement, match it against your feed and finish the reconciliation with you. If your old books are a mess, that’s not a problem — that’s the job description.
Want help planning the move? Browse the Guides, see everything in the product on What’s Inside, or grab an hour with Seth.