Data Migration

Your entire portfolio migrated to Docyt in 24 hours

Send your chart of accounts, general ledger by year, and trial balances from your current accounting or ERP system. Docyt maps every account to USALI, validates every file to the cent, and imports every property overnight with documents attached. You review the books the next morning.

Docyt Migration Agent mapping accounts and importing a portfolio of properties overnight

We handle data migration from any of these systems.

NetSuite
QuickBooks Desktop
Workday
M3
Inn-Flow
Jonas
Yardi
Dynamics 365
Wave
Sage
Xero

Not seeing your system? Contact us

How It Works

Four steps to a clean cutover.

Hour 0: send exports

Chart of accounts, general ledger by year, opening and closing trial balances, AP aging if you have it. One folder per property, straight from your current system.

Hours 1 to 4: map and validate

The Migration Agent maps every account to USALI or your own standard and lists the few that need a human call. Every general ledger file is checked to the cent and every vendor is matched before anything is imported.

Overnight: import

All properties import in parallel, year by year, with documents attached to the entries. Opening balances tie to your prior close.

Next morning: review and go live

You sign off on the mapping and balances. PMS, payroll and bank connections follow in the first week. Your old system keeps running until you cut over.

Secure and frictionless data migration

Rapid migration uptime

Our team is backed by industry experts with decades of experience. Migration handled with a high level of accuracy and security.

Unlimited data import

Our data experts can import all of your transactional data with a high level of data integrity. There's no limit.

Reliable clean-up and repairs

If your accounting was not done correctly in your previous systems, our bookkeeping automation platform can do this for you.

Unlimited historical imports

There's no limit on how far back you want to go with importing all your historical data. We can do it with precision and ease.

End-to-end automated bookkeeping

Post-migration, we also offer real-time and automated bookkeeping to make your business future-proof.

World-class customer support

Our #1 job is to give you peace of mind so you can focus on running your business. We'll guide you the entire way.

Why customers love Docyt

G2 4.9/5 |Capterra 4.6/5 |Apple App Store 4.6/5
Dalwadi Hospitality Management

“With over three months of backlog cleared across 7 hotels, our financials are now consistently up-to-date, restoring trust with banks and partners.”

Sumit DalwadiPresident, Dalwadi Hospitality Management
Bluegrass Hotels

“Its seamless integration with live bank feeds and AI-powered automation cut our expense review time by 50%. With instant financial reports, we meet bank requirements effortlessly.”

Jatin K. ShahOwner and CEO, Bluegrass Hotels
Pavansut Hotels

“Docyt has truly become an integral part of our financial operations. We've reached a point where everyone knows exactly what their role is, and the system has really streamlined our workflow.”

Tejas PatelManaging Partner, Pavansut Hotels

FAQ

Frequently asked questions

Which systems can Docyt migrate from?

M3, Inn-Flow, Nimble Property, Aptech PVNG, Sage Intacct, NetSuite, QuickBooks Desktop, QuickBooks Online, Xero, Yardi, Jonas, Dynamics 365, Workday, SAP, Wave and spreadsheets. If your system can export a general ledger and a chart of accounts, Docyt can migrate it.

What moves?

Chart of accounts (mapped to USALI or your standard), historical general ledger by year, trial balances, vendor and customer masters, open payables and receivables, fixed assets, and documents attached to journal entries where available.

How long does it take?

Within 24 hours of receiving your exports. The Migration Agent maps the chart of accounts, validates every file and imports all properties in parallel overnight; you review the mapping and opening balances the next morning.

Who does the work?

Docyt's onboarding team and the Migration Agent do the mapping and import. You review the mapping once and validate opening balances.

Will prior periods be comparable?

Yes. Historical books import year by year on the new chart with effective-dated mappings, so this year compares to last year without a break.

Do I have to stop using my current system?

No. Your current system keeps running until you sign off on the migrated books and cut over. Most portfolios cut over within the first week.

Your entire portfolio, live
on Docyt in 24 hours.

Send us your chart of accounts and general ledger exports from your current accounting or ERP system. Docyt maps, validates, and imports the whole portfolio overnight. You review the books the next morning.

  • Every property and every year of history, with documents attached
  • Docyt AI maps your chart of accounts to USALI; you sign off once
  • Every file validated to the cent before anything is imported
  • Your current system keeps running until you cut over. No parallel-run project

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