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Solution · Growing SMBs

From Excel to real books, without losing history.

Every SMB hits the wall where the master spreadsheet stops scaling. Cell references break. Different people edit different copies. Your bookkeeper can't reconcile the bank. Closing one month takes the next month. Nonari makes the move without the pain of starting from zero — your existing data comes with you.

$2M
Typical revenue threshold where Excel bookkeeping starts failing.
7-14 days
Migration timeline for most SMBs — from kickoff to first live close.
CSV / XLSX
Import contacts, COA, opening balances, products from any source.
100%
Audit history preserved — every imported balance keeps its source row reference.
How Nonari handles it

Three steps, not three months.

Most accounting-software migrations take a quarter. Ours doesn't, because we don't try to clean every historical transaction — we take the trial balance as your opening, import contacts and products, and the AI auto-codes everything new from day one. Three weeks later you're running your first month-end close cleaner than you ever did in Excel.

Master.xlsx5 YEARS · 8 SHEETS · CHAOSIMPORTNonari· CSV parser· AI auto-code· Trial balance· Audit logPOSTTrial BalanceDR = CR · BALANCEDMESSY EXCEL → CLEAN LEDGER · IN UNDER 14 DAYS

We did the migration over three weekends in March. By April we closed in five days. By June we closed in two. We have not opened the master spreadsheet since. — CFO, 12-branch wholesale distributor

Common questions

Frequently asked.

What if my spreadsheet is a complete mess?

Most are. We take an opening trial balance as your starting point and import only contacts + products from the historical data — not every transaction. Your old Excel stays accessible for historical lookups; new transactions live in Nonari. Within six months nobody opens the old file.

How do you handle multi-sheet workbooks?

The import wizard accepts one sheet at a time. Most migrations: sheet 1 (contacts), sheet 2 (products/COA), sheet 3 (opening balances). Larger orgs sometimes import three years of transactions; smaller orgs just take an opening trial balance.

What about my existing reports?

Your historical reports stay in their original Excel files — those are immutable history. Nonari produces all new reports forward (P&L, BS, CF, trial balance) starting from your opening balance. Six months in, you have proper comparative reports inside Nonari.

Do I need an accountant to do the migration?

For under ~$2M annual revenue: usually no. A founder + a competent assistant can do it in a long weekend. For larger orgs, your existing accountant runs the import; the trial-balance reconciliation gives them confidence the numbers are right.

What if I find a mistake in the imported opening balance later?

You can post an adjusting entry into your prior period (a "PY adjustment") with a clear audit trail. Nonari supports retroactive adjustments with period-lock awareness — you can't silently rewrite history, but legitimate corrections are easy.

How is this different from QuickBooks Online migration?

QBO migration tools work from QBO to QBO (or other supported sources). Our migration accepts raw Excel/CSV — no source-system constraint. If you can export your data to a spreadsheet, we can import it. Most growing SMBs are coming from Excel + manual ledger, which QBO refuses to handle cleanly.

Get started

Start the move this weekend.

Sign up free, run the CSV import wizard with your master sheet, see your first trial balance reconcile. Most owners are running their first live invoice within two hours.