Coppermine Capital, a family office and private investment firm, needed a modern financial system that could handle their complex reporting and intercompany transactions. When the team decided to move from QuickBooks to Sage Intacct, they wanted to bring 10 years of detailed historical transaction data across 95 entities with them so they could take full advantage of Sage Intacct’s dashboards and reporting insights.

Small Accounting Team Needs Access to Full Historical Data

For Coppermine Capital’s three-person accounting team, completing a detailed general ledger migration without external support would not have been feasible while managing their day-to-day financial duties. But leaving years of valuable information behind in exported spreadsheets would have undermined their goal of using Sage Intacct as a single source of truth for financial insights.

Historical Data Mapping Leads to Improved Go-Forward Architecture

Coppermine Capital partnered with Platform Transition to migrate their full history from QuickBooks to Sage Intacct. The detailed data-mapping process quickly became more than just a technical step—it served as a strategic blueprint for the entire implementation process.

“The mapping process was an integral part of building the architecture [of our Sage Intacct configuration],” says Chief Financial Officer Catherine Bird. “It preempted some of the challenges we would have had when going live.”

As Platform Transition analyzed and cleaned up the team’s data to prepare for the migration, they also helped refine integrations with key systems such as Bill.com. Before Platform Transition joined the project, there were many unresolved ambiguities around the Bill.com multi-entity functionality and its impact and coordination with the accounting data migration effort. The migration team’s additional guidance helped the project move forward smoothly and ensured that Coppermine Capital could fully leverage the automation capabilities of Sage Intacct.

Historical Data Migration Results in a Faster, Smarter, and More Scalable Accounting System

Since completing the migration, Coppermine Capital has already realized measurable efficiency gains. By consolidating 95 QuickBooks files into one Sage Intacct environment, the team has eliminated hours each week previously spent switching between entities. Bird notes that the ability to track intercompany transactions seamlessly has also strengthened financial accuracy and reduced manual reconciliation time.

“Bringing in Platform Transition completely improved our whole implementation,” Bird says. “I look back now, and I don’t think our implementation would have been successful if we hadn’t gone through the process of mapping the historical data.”

With Sage Intacct fully implemented and optimized for their needs, Coppermine Capital is now operating on a platform that supports greater transparency, faster reporting, and a scalable structure for future growth.

At Platform Transition, our mission is to revolutionize data migration and free businesses from the limitations of legacy accounting systems. Our flat-fee services minimize the risk to our customers and incentivize us to achieve a perfect historical data migration on the first try.

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