jaz-conversion

Official

Seamless accounting data migration to Jaz.

Authorteamtinvio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Migration of complete and audit-ready accounting data into Jaz, preserving opening balances, trial balances, and the full transaction history to support seamless transitions.

Core Features & Use Cases

  • Supports Quick Conversion (opening balances at the fiscal year end) and Full Conversion (complete FY history) with CoA mapping, contact and item discovery, currency enablement, tax and FX handling, and opening-balance journals.
  • Handles AR/AP aging, currency rates, and TTB journaling to ensure balance alignment and zero unrealized FX gains where required.
  • Includes idempotent cleanup of stale conversion artifacts and robust rollback safety to protect data integrity during re-runs.

Quick Start

Load your source CoA, TB, AR/AP aging, and contacts, then start the Jaz conversion workflow to establish currencies, map accounts, and apply the opening balances.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: jaz-conversion
Download link: https://github.com/teamtinvio/jaz-ai/archive/main.zip#jaz-conversion

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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