Switching from Financio
Financio is a solid, established Malaysian cloud accounting product — if it's working for you, there's no wrong time to look. When you're ready to move, Taokeh's guided switch wizard brings your starting position across from the export files Financio already produces, so you don't re-key a year of history. Here's exactly how the move works.
The switch wizard turns the folder of exports Financio gives you into prefilled opening balances — you upload, Taokeh reads the columns and matches them to your chart, and you confirm every figure before a single line posts.
Pick the day your Taokeh books begin — usually your last day in Financio. Every opening figure is dated on or before it.
Upload Financio's trial-balance export. Taokeh reads the account names, codes and balances and suggests where each one maps in your chart — you adjust anything, then confirm.
Import your customer and supplier lists so every name and detail is ready before you raise your first document.
Upload Financio's aged-receivables report so who-owes-you-what carries across, invoice by invoice.
Same for what you owe — your aged-payables report becomes your opening supplier balances.
Bring your product list and opening stock, run the reconciliation drill-down until every difference is explained, then lock your opening balances and you're live.
Most services businesses land their opening balances in one evening, unassisted. If you carry stock, the wizard reconciles your opening inventory to the cent before it lets you lock — so trading businesses tie out cleanly rather than quickly. Either way, nothing posts until you've confirmed it, and a line-by-line reconciliation explains any difference.
We're migrating a Malaysian timber business off Financio ourselves — so this wizard wasn't designed in the abstract. It was built by people doing the exact cutover you're about to do, on real Financio exports.
Connect the AI assistant you already use — Claude, ChatGPT and more — and just ask: “How were sales this month?”, “Who owes me money?” It reads your live books and files drafts you approve; it can never post on its own.
Connect Shopee, TikTok Shop and Shopify and orders land as invoices with the platform fee already netted — each payout tied to your bank deposit, with no separate reconciliation tool to subscribe to.
Full statutory payroll — EPF, SOCSO, EIS, PCB, HRDF and zakat. Our PCB engine is graded against LHDN's official MTD test set, and a consolidated e-invoice we submitted came back Valid on LHDN's MyInvois preproduction portal.
Accounting, payroll and your channels on one bill — cheapest base plus only the add-ons you switch on. And your data is always yours: full export, any time.
Every claim above has a receipt — see the proof page.
Your history stays in Financio — export it and keep it. Taokeh starts you from a clean cutover: your trial balance, open invoices and bills, contacts and opening stock become your opening position, and you carry on from there. You're not re-keying a year of transactions.
The reports Financio already produces: a trial balance, your aged receivables and aged payables, and your customer and supplier lists. Bring the ones you have — you can do the steps you're ready for and come back for the rest.
Yes. It reads the columns in Financio's exports and matches each account to your chart with an auto-guess you can adjust. The figures always come from your file — Taokeh never invents a number — and nothing posts until you confirm.
If you run a services business, most people finish their opening balances in an evening. If you carry stock, plan a little longer: the wizard ties your opening inventory out to the cent before it lets you lock. There's no rush — you can stop and resume anytime.
Yes — start a free 14-day trial, no card required, and run the switch wizard on your real Financio exports. Nothing posts to your books until you confirm and lock.
Start a free trial and open the switch wizard — your Financio exports become your opening balances, tied to the cent.