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…
“Platform Transition delivered ubiquitous history from a system that had gone unstable. With only two leads in the finance department, they took a significant volume of work off of us.”
“I am very satisfied with the results. It was a positive experience and I think that it made the entire transition a lot easier and less stressful. I think it was well worth the investment to have Platform Transition do the migration for us.”
“Working with Platform Transition was a very pleasant experience. They handled the heavy lifting. We just had to provide them access to the data they asked for and they did the hard work. I would definitely recommend Platform Transition.”
“I think it’s 100% the thing to do, to have all of your data in one place, accessible in one system, and to do so with the relative ease that it takes to get it there; I can’t imagine doing it any other way. It was so easy, and Hugh really just made it so seamless.”
“If I would have had to do this on my own, I wouldn’t have known what to do. We needed to get the information from QuickBooks to Sage Intacct and Platform Transition helped us understand how to move the data from one system to another. We now have less manual work through automation and robust reporting. Platform Transition did a really great job helping us to move the process along.”
“Our accounting team wasn’t going to be able to do it. I would have had to dig in and understand more about the accounting side. I would say it probably would’ve taken me a few months had I done it myself. Working with Platform Transition was a lot faster and cheaper than doing it myself. It was a great value. We could not have done the data migration without them.”
“With outsourcing in general, the benefit is an organization’s specialization. We do accounting for a bunch of not for profits and therefore are experts in not-for-profit accounting. We turned to PT because you guys specialize in data migration. Your knowledge of the specifics of this particular problem is obvious and so you are way better at it than my team who does it once in a while. Having that specialized knowledge enables you to get things done a lot better, more efficiently, and more cost-effectively.”
“The client data is now in Sage Intacct in detail, and the client can access their data without our involvement. Our resources are no longer pulled away from their active tasks to address on the fly requests. PT has helped us in terms of our resources time savings. If we had to do this, it would have strained us to learn the systems and address stumbling blocks. You knew what challenges to look for, and how to easily fix them, where on our side if something challenging happened it could wreak havoc.”
“I think Platform Transition does a phenomenal job of getting all the detail out of the old system, mapping it accurately and bringing it into your new system so you don’t have to refer to your legacy system – they are the subject matter experts in this. They do it in a very effective way and a very efficient way. I’m very confident in their ability; I recommend them for that reason.”