Switching from Pilot
Switching from Pilot
Bring your books in-platform and keep the option of expert help - without being services-only.
A considered transition
Know what happens next.
- 01
Handover review
We review your most recent Pilot deliverables and current chart of accounts so nothing is lost in the transition.
- 02
Set up the software
Your books are established in EazeAccounts so you can self-serve, with an expert tier available when you want it.
- 03
Reconnect & reconcile
Feeds are reconnected and opening balances reconciled with you so the numbers tie out.
- 04
Choose your level of help
Continue self-serve on the software, or add a bookkeeping/CFO tier - you decide how hands-on we are.
Before you switch
No surprises in your handover.
- You keep a self-serve software option, not services only
- Opening balances are reconciled with you, not assumed
- Add or remove expert help as your needs change
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamNo. After migrating you can run the software yourself and add an expert tier only when you want it.
Yes - we reconcile to your latest reconciled period so you don't restart the year. We scope this on a call.
Let's plan your next chapter.
Bring your questions about data, workflows, and timing. We will help you evaluate the move.