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.
Migrating from another tool
Migration uses Grain AI heavily, every extraction is a chat round-trip. Grain AI is included at no extra cost and carries no per-day cap, so a batch migration runs as fast as you can confirm the records.
If you're migrating from Jobber, Housecall Pro, ServiceTitan, Buildertrend, or QuickBooks, your first 30 days are free with no credit card. That is enough room to move the whole business over, run it for a few weeks, and decide before anything is charged.
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.