Migration Guide
Switch from Financial Cents to Laureo
Bring your clients, the work you do for them and the time you booked against it across as three spreadsheets, then connect your inbox and get an AI that works on all of it. Billable time rides the Business and Ultra plans, so on a smaller plan send the clients and the work and keep the time file until you upgrade. Documents and the client message history stay behind, and this page says so before you start.
After the move
Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:
“Hey Laureo, show me every client we brought across with open work and no time booked this month, then draft a short note to the owner for my approval.”
Good to know
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Why teams switch from Financial Cents
On Financial Cents
Three things come out and nothing joins them back up: the work points at clients by name, the time points at the work by name, and the order is yours to get right.
With Laureo
Send them in order and we join them for you, then show you every row we could not place before a single record is written.
On Financial Cents
Documents, client request threads and the mail your practice collected are not part of the download at all.
With Laureo
We say what does not come across before you start, on this page and again on the review screen, so nothing goes missing quietly.
On Financial Cents
Your practice runs in one place, your mail runs in another, and the two only meet when somebody copies something across.
With Laureo
Clients, work, time, mail and meetings sit in one connected database, and the AI drafts, updates and queues work for your approval across all of it.
Migration steps
Download your clients
Save the list of your clients and their details as a spreadsheet. Send it exactly as it comes out. This is the file everything else attaches to.
Download your client work
Save the work and projects list the same way. It points at clients by name, which is why the client file goes first.
Download your time
Save the time list last. It points at the work by name, so the work file has to be in before it.
Create your Laureo account
Sign up, name your organization, invite your team and set who can see what. This takes about five minutes.
Send the clients, then the work, then the time
In Laureo, open Admin, then Import. Pick Financial Cents from the list and send all three files in that order, so the work finds its client and the time finds its work. One thing to check before the time file: billable time tracking is on the Business and Ultra plans, and a row we read as billable is refused on a smaller plan and named on the review screen. A Billable cell we cannot read is treated as billable, so on a smaller plan the safe move is to send the clients and the work now and the time after you upgrade.
Set up your repeating work again
The work that has already been created comes across. The rule that repeats it does not, so rebuild your handful of repeating jobs here once and let them run.
Connect your inbox
Link Gmail or Outlook from your Laureo settings. Mail and calendar sync live and attach themselves to records by address, so your correspondence is not part of the spreadsheet work at all.
Check it, then go live
Spot check what landed, send a test email and check your time before you raise anything, so nobody is charged twice. If something is wrong you can undo the move inside the undo window listed in Good to know above, and the undo screen names anything it cannot take back out before you confirm.
What comes across
This list is generated from what Laureo actually reads out of a Financial Cents export, so it cannot promise you more than the product delivers.
| What you send | Where it goes |
|---|---|
| Clients | Companies |
| Projects | Projects |
| Time entries | Time entries |
What is not coming across.
- Documents, client request threads and the email history your old system collected are not part of its download, so none of them come across.
- Recurring work comes across as the work it already produced. The repeating rule behind it does not, so set that up again once you are in.
- Time that has already been billed comes across as time, never as a bill. Check it before you raise anything so nobody is charged twice.
- Three things come out of your old system: your clients, your client work, and your time. Send all three and we line them up for you.
- Send the client list first. The work file points at clients by name and the time file points at the work by name, so the order is what keeps them joined up.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
Financial Cents migration questions
Related Resources
- Migration GuideAll migration guidesEvery product we have written a move for, and how each one gets out.
- Help CenterImport helpThe columns Laureo reads, the order to send files in, and how to undo a move.
- PricingAI is included on every plan as a share of your budget, and using the assistant needs a Power seat. Cancel any plan before your cycle ends.
Ready to make the move?
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