Platform · platform & data

The exit you can test on a Tuesday

Every vendor says you own your data. The question that separates the claim from the fact is whether you can get all of it, in a usable form, today, without asking anyone — and whether what comes out includes the parts that are inconvenient to export.

Their QuickBooksas filed
1000 · Cash412,880.14
1200 · Accounts receivable286,401.00
2010 · Accounts payable(94,220.55)
4000 · Revenue(1,842,110.00)
6000 · Operating expense1,237,049.41
Trial balance0.00
erp.io shadow ledgercomputed
1000 · Cash412,880.14
1200 · Accounts receivable286,401.00
2010 · Accounts payable(94,220.55)
4000 · Revenue(1,842,110.00)
6000 · Operating expense1,237,049.41
Trial balance0.00

184 consecutive days tied · variance $0.00

Scheduled export to your storageOpen, documented formatsAudit trail included

What it does

Six things, specifically.

Full export, on a schedule

Nightly or weekly to S3, Google Cloud Storage, Azure Blob, or SFTP that you own. Not a support request, not an offboarding process — a setting.

Formats that outlive us

CSV and Parquet for records, JSON for structured objects, original files for documents, with a published schema so a competent team can load it elsewhere.

Everything, including the ledger

Chart of accounts, journals at line level, all subledgers, dimensions, customers, vendors, contracts, projects, and attachments — not a reporting summary.

The audit trail too

Including reasoning on automated actions. It is the most awkward thing to export and the one you would most need if you ever had to prove something without us.

Warehouse-native

Direct sync to Snowflake or BigQuery where you would rather query it than store it, refreshed on the same schedule.

Deletion means deletion

On termination, data is deleted from live systems within 30 days and from backups within 90, with written confirmation and the dates.

Why this page exists

We are a young company selling software that would run your finance function. The honest risk in buying from us is not a security breach — it is that we do not make it, and you are left holding a system nobody maintains.

No promise about our prospects addresses that. What addresses it is a complete, current copy of your data sitting in storage you control, produced automatically, in formats that do not depend on us existing. That is the mitigation we can actually offer and it is why the export is a first-class feature rather than a clause.

An export you can only get by asking is not an exit. It is a negotiation that starts at the worst possible moment.

Test it during evaluation

We would rather you exercised the export before signing than discovered its limits later. Ask for a sample against a demo tenant, load it somewhere, and see whether it is what you would need. Any vendor confident in their export will let you do that; the reluctance itself is informative.

What an export cannot preserve

It contains your data, not our software. The policy engine, the agents, the reconciliation logic, and the interfaces do not come with it. What you get is a complete and structured dataset — accounts, transactions, relationships, documents, and history — that a competent team can load into another system.

Source code escrow is available on Enterprise. We say plainly that escrowed code is less useful than most buyers assume: it arrives without the infrastructure, the operational knowledge, or anyone who understands it. The data is the asset worth protecting.

Ownership during the relationship, not just at the end

Your data is not used to train models — not ours, not a provider’s. Provider agreements prohibit training on customer content and we do not fine-tune on your records. Where we improve agent behaviour, it is through prompts, policies, and evaluation sets built from our own test data, not yours.

Aggregated benchmarks published in our research are computed from customers who opted in, with figures aggregated so no single customer is identifiable. Opting out changes nothing about your service.

Limits

Where this does not help.

It is your data, not our software

The export contains records and history. The policy engine and agents are not portable, and no export makes them so.

Loading it elsewhere is real work

A structured dataset is a much better starting point than a set of PDFs, and it is still a migration project rather than an import button.

Escrow helps less than buyers expect

Escrowed code arrives without infrastructure or operational knowledge. We offer it and would rather you relied on the data.

Questions

What people ask.

Can we export without asking you?
Yes. It is a scheduled job to your own storage, configured by you, running whether or not anything is wrong.
What is included?
Chart of accounts, journals at line level, every subledger, dimensions, master records, contracts, projects, documents, and the audit trail including reasoning on automated actions.
Is our data used to train models?
No. Provider agreements prohibit training on customer content and we do not fine-tune on your records. Improvements come from prompts, policies, and our own evaluation sets.
What happens if we leave?
You keep every export already produced, get a final one, and we delete from live systems within 30 days and backups within 90 with written confirmation.
Do you offer source code escrow?
On Enterprise. We also tell you honestly that escrowed code without infrastructure or operational knowledge is worth less than the data.

Test the export before you sign.

Ask for a sample against a demo tenant. Load it somewhere and judge it yourself.