Data import from the tool you use today
The expensive part of changing tools is not the price but the history. Three routes bring it across without you typing it again.
- Old invoices as PDF or ZIP
- Clients and entries as a spreadsheet
- Missing clients appear on the way
- PDFOld invoices, also as a ZIP package
- @An address per company for receipts
- CSVClients and bank entries as a spreadsheet
- 3Routes in: file, email, spreadsheet
- ZIPOld invoices also as a whole package
- 3Spreadsheet formats: CSV, Excel and JSON
- 1Own email address per company
- AutomaticMissing clients created during the import
How existing data gets into Volk Accountant
Existing data arrives by three routes. Old invoices are uploaded as PDF, also as a ZIP package; the AI reads the invoice and client details and creates missing clients automatically. Every company also gets its own email address for forwarding incoming invoices (these are read automatically and queued for review. Clients and bank entries can be brought over as a spreadsheet in CSV, Excel or JSON. Files can be picked directly inside Google Drive. Everything imported lands in the same review stack, where readings are confirmed one at a time) nothing is posted without confirmation.
The three routes data comes in through
Existing data rarely sits in one place. It sits in old PDFs, in an inbox, and in a spreadsheet somebody once kept up to date.
- 1
Old invoices
Uploaded as PDF, also as a ZIP package. The AI reads the invoice and client details and creates missing clients along the way.
- 2
Incoming invoices
Every company gets its own address. Whatever you forward there is read and queued for review.
- 3
Clients and entries
As a spreadsheet in CSV, Excel or JSON. For the master data that is named differently in every tool and means the same everywhere.
That missing clients are created during the import is the point that makes the difference. Otherwise you upload thirty old invoices and then create thirty clients by hand, and the import has saved nothing.
One review stack for all three routes
Three sources, three screens, three ways to check. That is how imports are born that nobody finishes. Here there is one place.
The stack is deliberately one document at a time. Confirming forty receipts in a list invites the kind of skimming that puts the wrong rate on three of them. The same reasoning as in receipt capture.
Nothing is posted without confirmation, not even on a bulk import. That costs time once during the move and avoids the version where a year of old data sits quietly misfiled in the books.
- One document per screenfull screen, not a list
- Preview beside itthe original, to compare
- Six fieldsfilled in, ready to confirm
- Correctin place
- Confirmonly then is it posted
What realistically comes across, and what does not
A tool switch rarely fails on the new tool's features. It fails because the old data stays in the old one.
There is no route for this
- The running journal with debit and credit
- Internal notes and history from the old system
- Number ranges that continue over there
- There is no direct connection to a competitor
This is what the three routes are for
- Old invoices as PDF, also as a ZIP package
- Clients with country and VAT number, as a spreadsheet
- Bank entries as CSV, Excel or JSON
- Incoming invoices, forwarded by email
The cleanest moment to switch is therefore the end of a period or a year: the old tool closes a period, the new one opens one, and the documents from before come across as records. Which is the form they have to be kept in anyway.
What this feature does not do
We put this in writing because it affects the decision. Finding out after you have paid means you bought the wrong tool.
- No one-click migration from another bookkeeping tool. There is no connection to a competitor that data flows across from.
- Documents and master data come across, not posting journals. A running set of books from another system is not carried forward.
Questions that come up before you start
How do old invoices come over from my previous tool?
As PDFs, one at a time or as a ZIP bundle. The AI reads out the invoice and client data and creates missing clients along the way. There is no button that imports straight from another accounting tool, because no such connection exists.
Can I upload clients and bank entries as a spreadsheet?
Yes, as CSV, Excel or JSON. The AI maps the columns, so no prescribed column order is needed. Receipts can also be forwarded to your company email address or picked from Google Drive.
How many documents does one import handle?
One file per run. The AI import is not built for a few hundred documents in one go. Anyone moving a large archive works through it in batches rather than waiting for a bulk run that does not exist.
Does my running bookkeeping come across too?
No. What comes across are documents and master data, meaning invoices, clients and bank entries. Journals from another system are not carried forward; the bookkeeping starts fresh in Volk Accountant.
What goes with this
Further reading
ComparisonWhich accounting software is best for Cyprus?
There is no single best one. There is one that fits your case, and the question that decides it is not the price.
InvoicingWhat has to be on a Cyprus invoice
The mandatory fields are not in the VAT Law. They are in a regulation from 2001. Read it closely and two things that every guide claims turn out not to be required at all.
Company formationRegistering a Company in Cyprus: Fees, Deadlines and What Follows
Almost everything written about the cost of forming a Cyprus company comes from people who sell company formation. This page separates the official fees from the professional ones.
Checked 4 October 2026