Works for every major AU accounting platform. CSV export → CSV import → verify → cancel old. No data loss, no accountant needed.
Here's how GoldMate stacks up against the three biggest AU accounting platforms.
| Feature | GoldMate | Other accounting software |
|---|---|---|
| Starting price (AUD/mo) | $19 | From $25 |
| 14-day free trial | ||
| Price locked for 3 years | — | |
| AU-native BAS & GST worksheet | Usually — sometimes partial | |
| EOFY Tax Pack (1-click) | — | |
| Business Health Score | — | |
| Built-in AI that reads your data | Basic chatbot only | |
| Invoice auto-reconciliation | ||
| CSV bank import (every AU bank) | ||
| Monday weekly digest email | — | |
| Unlimited invoices on entry tier | Often capped |
Five simple steps. About 25 minutes. No accountant needed — but if you want one, they can help with step 4.
Most accounting apps have an export option in Settings or Reports. You want a CSV of your transactions — usually labelled 'Transaction list', 'General ledger', or 'Bank transactions'. If you have contacts and invoices, export those as separate CSVs too. Don't overthink the format — GoldMate reads just about anything with date, description, amount columns.
Create your GoldMate account (14-day free trial, card required upfront). Go to Import CSV in the sidebar. Drag your transactions CSV into the drop zone. GoldMate auto-maps the columns and previews every row before committing — nothing imports until you click Confirm.
If you export invoices + clients as CSV from your old app, drop them into Invoices > Import. Otherwise, just add your current unpaid invoices manually — it's usually a handful. Paid invoices from the past aren't strictly needed unless you want historical reporting.
Open /bas and cross-check the GST figures against the last BAS you lodged. They should match within a few dollars (rounding differences are normal). If they don't, your CSV import probably missed something — come back to step 1 and export again with a wider date range.
Only do this AFTER you've verified everything imported correctly (usually by day 3-5 of your trial). Most apps let you cancel via Settings; some make you email them. Export a final backup of everything first — keep it on a hard drive for 7 years (ATO record-keeping requirement).
We'll help you import. Email hello@goldmate.auwith your current app name and we'll send specific export instructions within 24 hours.
Or use Aurum AI in-app — it knows how to read most common export formats and can flag issues before you commit the import.