MOVE WITH A PLAN

Switching from neotally

Check portability, feature gaps, and the overlap period before cancelling a subscription.

Recorded export options

Exports expense data as PDF summary, CSV file, and original receipt files.

Your migration checklist

General planning guidance; these checkboxes are not saved.

List your must-have features and integrations.Export a backup and confirm which files and metadata it contains.Import a small sample into your shortlisted replacement.Test permissions, automations, links, and integrations.Budget for a period where both subscriptions remain active.Move the team, verify the data, then review cancellation and retention terms.

Find a replacement Estimate overlap cost

Neotally — Receipt scanner and expense organiser ↗