Which source systems does this skill support?

The skill is optimized for data exports from Xero, QuickBooks, Sage, MYOB, and standard Excel or CSV templates.

Does this skill require other plugins?

Yes, it is recommended to load the 'jaz-api' skill alongside this one to provide the specific technical endpoints and field-level details required for execution.

What is the difference between Quick and Full conversion?

Quick conversion migrates open AR/AP and opening balances at the Financial Year End (FYE), while Full conversion migrates the complete transaction history for multiple years.

Can it handle messy Excel files with merged cells?

Yes, the skill uses a specific 3-pass approach (Raw Dump, Structure Detection, and Classification) to handle grouped sections and merged metadata typical in accounting exports.

How does the skill ensure financial accuracy?

It follows a strict pipeline including a 3-pass parsing approach, dry runs, and a mandatory post-execution Trial Balance (TB) comparison to ensure 100% accuracy.

Jaz Accounting Data Conversion

Name: Jaz Accounting Data Conversion
Author: teamtinvio

byteamtinvio

•

生产力与工作流

Automates the migration of financial data from legacy accounting software into the Jaz platform with high precision and automated verification.

The Jaz Conversion skill provides specialized domain knowledge for migrating complex financial records from systems like Xero, QuickBooks, Sage, and MYOB into Jaz. It manages the entire data pipeline—from parsing messy Excel exports and mapping Charts of Accounts (CoA) to executing multi-phase API transfers and verifying Trial Balances. Whether performing a configuration-only setup, a 'Quick' migration of opening balances, or a 'Full' multi-year transaction history conversion, this skill ensures 100% financial accuracy and audit-ready results by utilizing intelligent mapping and automated error triaging.

主要功能

01Post-conversion Trial Balance reconciliation and automated discrepancy triaging.

02Multi-pass AI parsing for structured data extraction from messy Excel/CSV accounting reports.

033 GitHub stars

04Support for Config-only, Quick (opening balances), and Full (historical) conversion types.

05Automated TTB (Transfer Trial Balance) journal generation and clearing account management.

06Intelligent mapping of Charts of Accounts, contacts, and tax profiles with confidence scoring.

使用场景

01Initializing a new organization's foundation by importing legacy Charts of Accounts and contact lists.

02Preserving complete audit trails and multi-year historical transaction data during a platform switch.

03Migrating a client from Xero or QuickBooks to Jaz at the end of a financial year.

主要功能

01Post-conversion Trial Balance reconciliation and automated discrepancy triaging.

02Multi-pass AI parsing for structured data extraction from messy Excel/CSV accounting reports.

033 GitHub stars

04Support for Config-only, Quick (opening balances), and Full (historical) conversion types.

05Automated TTB (Transfer Trial Balance) journal generation and clearing account management.

06Intelligent mapping of Charts of Accounts, contacts, and tax profiles with confidence scoring.

使用场景

01Initializing a new organization's foundation by importing legacy Charts of Accounts and contact lists.

02Preserving complete audit trails and multi-year historical transaction data during a platform switch.

03Migrating a client from Xero or QuickBooks to Jaz at the end of a financial year.