Switch My Books

Expert Accounting Data Migration Services

Acumatica to FreeAgent Migration with Switch My Books

Move from complexity to clarity. Let us help you migrate from Acumatica to FreeAgent with confidence and zero guesswork.

Acumatica to FreeAgent migration process illustration showing secure data transfer for global businesses
FreeAgent Migration service, Migrate to freeagent

Why Move from Acumatica to FreeAgent?

Acumatica is a powerful ERP system, but many businesses find it too complex or costly for their everyday needs. FreeAgent simplifies accounting with a clean interface, built-in tax tools, and easy access to real-time financial insights. It’s ideal for small businesses, freelancers, and teams that want to focus on growth without the burden of technical overhead.

Migrating from Acumatica to FreeAgent means trading bulk for agility—without losing any of your crucial data.

What We Migrate from Acumatica to FreeAgent

When you switch with us, we make sure nothing important gets left behind:

Company Setup
Company Setup

We create your FreeAgent organization tailored to your business structure.

Chart of Accounts
Chart of Accounts

We transfer and customize your Chart of Accounts for FreeAgent compatibility.

Historical Data Transfer
Historical Data Transfer

We migrate all your historical financial data, including customers and transactions.

Multicurrency Migration
Multicurrency Migration

We handle multicurrency settings and transactions for global business accuracy.

Opening Balances
Opening Balances

We set accurate opening balances as of your migration date.

Secure Data Transfer
Secure Data Transfer

We securely transfer your data using encryption and secure protocols.

Custom Integrations
Custom Integrations

We configure integrations with your tools for a seamless workflow.

Post-Migration Support
Post-Migration Support

We provide ongoing support to ensure a smooth transition post-migration.

No Data Loss Guarantee
No Data Loss Guarantee

We guarantee no data loss with backups and expert oversight.

Our Simple 4-Step Migration Process

Our streamlined four-step process ensures a fast and hassle-free transition to FreeAgent:

  • Steps 1

Discovery & Planning

We begin by reviewing your current Acumatica setup and understanding your business goals. This helps us create a tailored migration plan.

  • Steps 2

Data Migration

We clean, organize, and format your Acumatica data to match FreeAgent’s structure. This avoids issues during import and ensures accuracy.

  • Steps 3

Secure Migration

Your data is migrated into FreeAgent using secure transfer protocols. We check for consistency, verify reports, and test the setup before going live.

  • Steps 4

Launch & Support

Once everything looks right, we activate your FreeAgent account. We also offer post-migration support and walkthroughs so you’re never left guessing.

You’ll stay informed and in control throughout the entire process.

Who We Help

We support businesses across the globe, including:

Freelancers & Consultants

Freelancers & Consultants

Individuals and solo professionals looking for a simpler way to manage projects, invoices, and taxes in FreeAgent.

Accountants & Bookkeepers

Accountants & Bookkeepers

Firms managing client portfolios who want to move records quickly and accurately into FreeAgent.

Multinational Businesses

Multinational Businesses

Companies operating in multiple currencies and regions that require consistent global reporting and compliance.

Small & Medium Sized Businesses

Small & Medium Sized Businesses

Established teams that need a scalable yet accessible accounting tool to move away from ERP-level complexity.

E-commerce Brands & Agencies

E-commerce Brands & Agencies

Digital sellers and service providers managing high-volume transactions, inventory, and payments online.

Startups & Growing Enterprises

Startups & Growing Enterprises

Fast-moving teams that want modern, flexible accounting as they scale their operations and expand into new markets.

Wherever you’re based—in the UK, US, EU, or internationally—our team ensures your data arrives clean, complete, and ready to go inside FreeAgent.

Global Migration Support

At Switch My Books, we cater to businesses of all sizes, including those with global operations. Our FreeAgent Migration Service is equipped to handle the complexities of international accounting, ensuring that your multicurrency transactions, foreign supplier data, and compliance with various tax jurisdictions are seamlessly migrated to FreeAgent. With our expertise, you can trust that your global financial data is in safe hands, allowing you to focus on growing your business without worrying about the intricacies of cross-border accounting.

Global Migration Support​

Why Choose Switch My Books for Migration?

Switch My Books is your trusted partner for accounting software migrations. Here’s why businesses choose us:

Proven Expertise

Proven Expertise

Years of hands-on experience help us deliver accurate migrations, no matter your industry or accounting setup.

Trusted Data Security

Trusted Data Security

We transfer your financial data safely using encryption and follow the best security practices at every stage.

Tailored for Your Business

Tailored for Your Business

We adjust your FreeAgent setup to reflect your original system, so everything works just how you like it.

Minimal Disruption

Minimal Disruption

We stick to a set schedule, so your day-to-day operations keep running without unexpected stops.

With Switch My Books, you’re not just moving software—you’re getting a partner that ensures you land on your feet.

Ready to Migrate?

Let’s take accounting off your worry list. Switch from Acumatica to FreeAgent with a team that does all the heavy lifting.

Frequently Asked Questions

Most Common Questions About Acumatica to FreeAgent Migration

Sage migration FAQ