Early access

Move client books without rebuilding them by hand.

Bring the company in and review what was found.
Check that the balances reconcile before you accept anything.
Start with one client. No practice-wide migration.
No licence fee or time limit for local use.

Supported today: Manager.io. Don't see your client's system? Tell us what they use.

You see the differences before you accept the migration.

Celerp compares the key balances in the source with the same balances in Celerp and shows the difference for each one. Nothing becomes the client's company until you accept it.

What we found

Before anything moves, you see what is in the source file, area by area.

What we could not move

Anything Celerp cannot move is listed for you, never dropped quietly.

Reconciliation

Source, Celerp and the difference, side by side, so you can see whether they agree.

Your decision

You accept the migration only when you are satisfied with what you see.

Migration check for a sample Manager.io file, listing each balance with the source amount, the Celerp amount and the difference
Source, Celerp and the difference for each balance
New company screen with three choices: start fresh, move a client in, or restore a backup
Start fresh, move a client in, or restore a backup
Company backup card in Settings with a button to download the backup
Download the client's company backup

How it works

1

Move a client

Choose the source and the client's file. Celerp creates a new company for that client.

2

Review and verify

Look at what was found, what could not be moved, and whether the balances reconcile. Accept when you are satisfied.

3

Start working

The client's company is ready in Celerp, on your own machine.

4

Hand over a company backup

Download the client's company backup. Your client can restore it in Celerp for free.

5

Move the next client

The next client uses the same steps. There is nothing new to learn.

One client at a time

Move one client and keep the rest where they are. Each client is its own company in Celerp.

Supported today

Manager.io, from the client's business file (.manager). Other systems are added in order of demand.

Don't see your client's system? Tell us what they use.

Tick the box to join early access.

We use your details to identify and administer the request, assess demand for migration sources and prevent abuse. Email is required. If you select early access, you ask us to email you about early access to the migration source you requested; you can opt out at any time. Our Privacy Policy explains how we use, share and retain this information and how to exercise your privacy rights.

Your service, your price

Free for local use

No licence fee and no time limit, for you and for any client who restores their company backup.

You set the price

Charge what you choose for moving books, bookkeeping and client handovers. Your clients pay you directly.

No percentage

Celerp takes no share of what you charge.

Paid Celerp services are separate

Services such as Connect are separate Celerp subscriptions. Moving a client or handing over a backup does not need them.

Questions

Which systems are not supported?

Everything except Manager.io, for now. If your client uses another system, tell us which one with the form above. We add sources in order of demand.

Where does the data live?

On your own computer. Celerp runs locally, and the client's company is stored in your installation.

Does my client need Celerp?

No. You can keep working in the client's company yourself. If your client wants their own, download their company backup and they can restore it in Celerp for free.

What does it cost?

Nothing for local use, with no time limit. You set your own price for your services.

How long does a client take?

It depends on the size of the client's books. The sample migration runs the same steps on a small sample company, so you can judge the time before you move a real client.