What is actually in your current system?
Two exports, about five minutes, and a report you keep whether or not you ever talk to us. We analyse your files in a temporary workspace and delete it the moment the report is written.
Where should we send it?
What you will get
- How many customers have not ordered in over a year, and what share that is
- Open orders and invoices older than six months, and their value
- Receivables past due, over 90 days, and your real DSO
- Probable duplicate customer records, matched on name and phone
- Items with no sale in twelve months
- A migration complexity rating and a price band
Two files
CSV or Excel, header row first, up to 10 MB each. Export them however your system exports them — the next screen maps your columns to ours.
1. Customers
Whatever your customer list export looks like. We need an ID and a name; phone helps us find duplicates.
2. Orders or invoices
One row per document, or one row per line — either works. We need a customer ID, a date and an amount; a balance column makes the receivables analysis much better.
Or connect QuickBooks
Skip the exporting and let us read it directly.
Coming soonUpload both files to continue.
Reading your data…
Loading, analysing, and dropping the workspace. This takes a few seconds for a small file and up to a minute for a large one.