Bring your business with you. Don't re-type it.
Drop in a PDF, a CSV, or a QuickBooks-style export. Grain AI reads the document, extracts your clients, jobs, estimates, and invoices, and proposes the records to import. You confirm, and your business shows up in Bit & Grain in an afternoon, not a weekend.
What you can import
Three input shapes are supported today: PDF, CSV, and QuickBooks-style exports. Drop a file in /migrate, pick the input type, and Grain AI runs the parse.
PDF is the workhorse, most legacy tools (and most accountants) can email you a PDF report of clients, invoices, or jobs. CSV handles spreadsheet exports. QBO covers the QuickBooks crowd specifically (clients + invoice lists).
- PDF, invoice lists, client lists, job lists, estimate exports.
- CSV, spreadsheet exports with column headers Grain AI maps to fields.
- QuickBooks (QBO), clients + invoices specifically, formatted for the QBO export shape.
- Batch processing, drop multiple files, Grain AI processes them as one migration session.
How Grain AI does the heavy lifting
Migration is one of the things AI is genuinely good at, pattern-matching messy human-readable documents into structured records. Grain AI reads the document, identifies the column structure (or the visual layout for a PDF), and proposes records: client name, contact info, addresses, invoice line items, dates.
You see a preview of every proposed record before anything saves. Edit a misspelled name, fix a date format, drop the rows you don't want, and confirm. The records land in Bit & Grain's normal data structures, clients become clients, jobs become jobs, invoices become invoices.
- AI parse step, the document goes in; structured records come out.
- Per-record preview before any save, nothing imports without your confirmation.
- Field mapping you can override, "this column is the client name, not the address."
- Imported records carry an "imported on" timestamp + the source filename for the audit trail.
- Re-runnable, drop a refreshed export, re-run the parse, merge against existing records.
Why migration lives on Pro
Migration uses Grain AI heavily, every extraction is a chat round-trip that consumes the AI quota. The Free-tier 10-per-day chat cap makes batch migration impractical (you'd burn the day's quota on the first PDF). Pro is unlimited Grain AI usage, which is what migration actually needs.
If you're migrating from Jobber, Housecall Pro, ServiceTitan, Buildertrend, or QuickBooks, Pro at $29/month covers the migration window, the unlimited chat for ongoing day-to-day use, and the rest of the Pro feature set. The math: spend a weekend on Pro, get your business migrated, decide if you're keeping Pro or downgrading.
Available on Pro, $29/mo.
Ready to try Migration & PDF Import?
Drop in a PDF, a CSV, or a QuickBooks-style export. Grain AI reads the document, extracts your clients, jobs, estimates, and invoices, and proposes the records to import. You confirm, and your business shows up in Bit & Grain in an afternoon, not a weekend.