Moving to Praedia OS™
You don’t have to move your past.
Pick the date your books begin. Earlier years stay where they are. Bring in what you need, check it against your bank statement, and keep your spreadsheet until you trust the numbers.
How it works
Five steps, in your own time.
- 1
Choose the date your books begin.
January 1 is a natural choice, but any date works. Anything earlier stays where it is today.
- 2
Record where each property stands.
One checked screen takes what your books hold on that date: land, building, depreciation taken so far, what each loan owes and the tenant deposits you hold. Your bank and card balances get a starting point too.
- 3
Bring in what comes after.
Connect your bank and card accounts, or import statements as CSV files. You review every row before it reaches your books.
- 4
Check it against your statement.
Reconcile the account against a real bank statement. You finish only when the difference is $0.00.
- 5
Invite your accountant.
They get their own login and don’t use one of your team seats. Read-only unless you allow changes.
A clean place to begin
Start 2027’s books clean.
Begin on January 1 and one set of books holds the whole tax year, from the first rent payment to Schedule E. 2026 stays in your old records for your accountant to finish. Your accountant can tell you what suits your situation.
Straight answers
What people ask before they switch.
- Do I have to re-enter years of history?
- No. Your starting entries stand for everything before your start date. Earlier years stay in your old records.
- How far back can a bank connection go?
- About 90 days. For anything older, export a CSV from your bank, match its columns once, and that layout is saved for next time.
- Can I import directly from another accounting app?
- Not today. There’s no one-click import from another system. You start from your balances on a date you choose, then bring in statements.
- Can I keep my spreadsheet for a while?
- Yes. Run both for a month and compare them. Nothing asks you to stop, and the main reports export to CSV.
- What if I get a starting entry wrong?
- The screen checks it as you type, and you can come back and redo it. If something can wait, every screen offers Enter later, with a reminder on the property.
- Will my accountant go along with this?
- Send them the sample reports and the page written for them, then invite them to see your books for themselves.
- What if it isn’t for me?
- Download everything, every record and every document, any time. After you close your account, your data is kept for 30 days, then deleted.
- What if I get stuck?
- Help articles are built into the app, and Help → Report a problem reaches us directly. In the trial and from the Pro plan, you can also ask Peanut AI™ how to do something, and it answers from those articles.
Start from where you are.
14 days free with every Pro feature. No card needed.