This guide describes a tidy transition from Tripletex to ReAI. For overall principles, see How to switch accounting system.
If you want to compare price and options, see ReAI vs. Tripletex
.
1) Choose switch date and reconcile in Tripletex
- Choose 1 January or the start of a VAT period for the simplest transition.
- Reconcile bank, customers, suppliers and VAT up to the switch date.
- Lock the period so figures cannot change after export.
2) Export data from Tripletex
From Tripletex you can extract:
- SAF-T (Finance) – structured export of chart of accounts, entries and transactions.
- Trial balance as of the switch date (CSV/PDF) – used as opening balance in ReAI.
- Customers and suppliers (CSV/Excel) – imported as master data in ReAI.
- Products/items (optional) – useful for ongoing invoicing.
- Attachments/vouchers (PDF/JPG/PNG) – download and store securely.
Tip: Use clear filenames, e.g. 2025-01-01_trial-balance_tripletex.csv and 2025-01-01_SAFT_tripletex.zip.
3) Set up in ReAI
- Create the company and check organisation number, VAT settings and chart of accounts.
- Ensure VAT codes match how you want to post going forward.
4) Post opening balance
- Use the trial balance from Tripletex at the switch date.
- Check the balance equals zero and account mapping is correct.
- Enter open customer and supplier items if you want to track them further.
5) Import master data
- Import customers, suppliers and any products/items into ReAI.
6) Bank and first voucher
- Set up bank integration in ReAI and test a payment.
- Post the first voucher and verify reports (general ledger, balance sheet, income statement, VAT).
7) Handling historical attachments
- Historical attachments from Tripletex can be stored securely outside ReAI.
- New vouchers in ReAI keep attachments inside the system.
Frequently asked questions
- Do I need to import all history? No. Many start with an opening balance and retain history via SAF-T and reports.
- What if the chart of accounts differs? Map accounts to the desired chart in ReAI – the key is a correct opening balance and VAT setup going forward.
Summary
Export SAF-T, trial balance, master data and attachments from Tripletex. Create the company and opening balance in ReAI, import master data, set up bank, and continue bookkeeping smoothly.