Move your financial data without disrupting your operations.
The Data Migration Agent brings historical records across in validated batches, with duplicates caught and progress visible, while your day-to-day processing continues.
- 01Data ingestion
Exports, spreadsheets and documents are loaded from your current system.
- 02Data mapping
Fields and categories are mapped to DexAI's structure and your chart of accounts.
- 03Transformation
Dates, currencies and references are normalised into one consistent format.
- 04Validation
Totals and VAT are checked and inconsistent records are flagged.
- 05Duplicate detection
Repeated receipts and invoices are identified before they reach your books.
- 06Historical migration
Prior periods are brought across with their original documents attached.
- 07Migration progress
Each batch reports what has moved, what is pending and what needs attention.
- 08Final verification
Record counts and totals are reconciled against the source before sign-off.
- 01Data ingestionRunning
- 02Data mappingQueued
- 03TransformationQueued
- 04ValidationQueued
- 05Duplicate detectionQueued
- 06Historical migrationQueued
- 07Migration progressQueued
- 08Final verificationQueued
Historical records, without the rekeying.
The Data Migration Agent brings existing records across in validated batches while daily processing carries on.
- Duplicates caught before they are imported
- Progress visible at every stage
- Final verification before you switch over
Keep exploring DexAI
AI Receipt Scanning
Turn receipts into structured data.
Document Processing
Receipts, invoices, statements and more.
Expense Management
Categorised, VAT-aware expenses.
Bank Reconciliation
Bank feeds and automatic matching.
VAT Reporting
Stay ready for Making Tax Digital.
Automation
Your workflow on autopilot.
Agentic AI
Specialist agents for every step.
Product Demo & Videos
Interactive demo and video walkthroughs.
Ready to automate your finances?
Spend less time processing documents and more time running your business.