Expert Accounting Data Migration Services

Epicor ERP to FreeAgent Migration with Switch My Books

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

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Why Move from Epicor ERP to FreeAgent?

Epicor ERP is a robust enterprise solution, but for many businesses it can feel overwhelming, expensive, and more than what’s really needed for day-to-day accounting. FreeAgent offers a simpler, smarter alternative — with an intuitive interface, built-in tax features, and real-time financial visibility. It’s perfect for small businesses, freelancers, and growing teams that want to stay agile without being weighed down by complexity.

Migrating from Epicor ERP to FreeAgent means leaving behind heavy systems while keeping all your essential financial data intact.

What We Migrate from Epicor ERP to FreeAgent

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

Company Setup

We create your FreeAgent organization tailored to your business structure.

Chart of Accounts

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

Historical Data Transfer

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

Multicurrency Migration

We handle multicurrency settings and transactions for global business accuracy.

Opening Balances

We set accurate opening balances as of your migration date.

Secure Data Transfer

We securely transfer your data using encryption and secure protocols.

Custom Integrations

We configure integrations with your tools for a seamless workflow.

Post-Migration Support

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

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 Epicor ERP setup and understanding your business goals. This helps us create a tailored migration plan.

Steps 2

Data Migration

We clean, organize, and format your Epicor ERP 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

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

Accountants & Bookkeepers

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

Multinational Businesses

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

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

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

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.