Switching to Bonnie is easy.

Bring your books over in three steps — without losing a thing.

P&L catch-up

Upload a YTD P&L with all of your accounts and totals, and Bonnie will:

  • Create a chart of accounts that matches your current setup.
  • Book journal entries that recreate your current P&L.
profit-and-loss-ytd.pdfUploaded ✓

Chart of accounts — matched

Lobster rolls & counter sales
Seafood & ingredients
Payroll & wages
Journal entries booked — P&L recreated

Establish vendor rules

Bonnie creates a list of your vendors based on your transaction history by connecting to your business accounts through Plaid.

  • Bonnie suggests a category for each vendor that you can approve, update, or ask Bonnie to skip.
  • Your approved selections are recorded as rules for future transactions.
Harborline Lobster Co-op14 transactions
Suggested: Seafood & ingredients
Wharf District PropertiesRule saved ✓
GustoRule saved ✓

Give Bonnie a start date

Tell Bonnie when to start importing new transactions. The simplest approach is to use a P&L for the last month, establish vendor rules with Bonnie, and start importing transactions for the next month.

Last monthP&L imported · books recreated
Setup weekVendor rules approved with Bonnie
Next month · day oneBonnie starts importing new transactions

Ready to make the switch?

Start your 30-day free trialDemo