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How to Evaluate AI-Powered Data Migration Tools: Three Questions Every CFO...

By Hugh O. Stewart  If you’re preparing for an accounting software transition, you’ve probably seen a growing number of AI-powered tools that promise to simplify data migration.  Many of these tools are genuinely impressive. They can move and manipulate enormous volumes of data in sophisticated ways,…

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How to Handle An Accounting Data Migration During a Financial Audit

By Hugh O. Stewart A common question we hear from CFOs is:  “We’re halfway through our annual audit. Do we need to postpone our data migration until we get the audit adjustments?”  Fortunately, the answer is usually no. An audit…

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How to Consolidate Multiple Entity Accounting Systems into Sage Intacct

By Hugh O. Stewart One of the biggest benefits of a Sage Intacct implementation is the opportunity to consolidate multiple entity accounting systems into a single source of truth.   Whether you’re bringing together 10 or more QuickBooks company files, merging data from multiple ERPs…

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Compass Community Health Transitions to Sage Intacct with The Affordable...

Compass Community Health is a primary care practice in Portsmouth, Ohio. After a corporate restructuring made their on-premise financial technology stack too complex and too expensive for the newly created organization, they began a transition from Microsoft Dynamics to Sage Intacct.   …

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How Strategic Data Migration Drives Value in Private Equity-Backed M&A

By Hugh O. Stewart  Operating an end-of-life ERP system can become a barrier to a successful exit for private equity portfolio companies. At the same time, standardizing ERP systems across the portfolio can unlock meaningful value — from improved operational…

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What Most People Get Wrong About ERP Data Migration

By Hugh O. Stewart  If you’re planning an ERP migration, you’ve probably heard some horror stories about data migration. Poorly planned ERP data migrations can drag on for months, if not years, leading to a chaotic go-live (a.k.a. cutover) followed…

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Why Accounting Data Migration Looks Easy Until You Try It

By Hugh O. Stewart   A common misconception in the ERP implementation industry is that data migration is a simple data transfer exercise. Take data out of the legacy system, fill out a bunch of templates, and import data into the…

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How to Plan a Seamless QuickBooks to Sage Intacct Migration

By Hugh O. Stewart  Most companies think a QuickBooks to Sage Intacct migration starts with configuration.  In reality, the migration starts with understanding your existing data and reporting needs.  The most successful migrations to Sage Intacct from QuickBooks begin with a…

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How to Migrate Construction Accounting Data While Preserving Job Cost Reporting

By Hugh O. Stewart  Construction accounting migrations introduce a level of complexity that makes them significantly more challenging than most other ERP migrations.  In most industries, a migration only needs to satisfy one primary audience: the accounting and finance team. …

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How to Choose a Sage Intacct VAR

By Hugh O. Stewart   Choosing a Sage Intacct Value Added Reseller (VAR) is one of the most important decisions you can make during a digital transformation project. VARs are third-party organizations that handle implementation, customization, integrations, and support for new…

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Recent Posts

  • How to Evaluate AI-Powered Data Migration Tools: Three Questions Every CFO Should Ask
  • How to Handle An Accounting Data Migration During a Financial Audit
  • How to Consolidate Multiple Entity Accounting Systems into Sage Intacct
  • Compass Community Health Transitions to Sage Intacct with The Affordable Subledger Archive Process 
  • How Strategic Data Migration Drives Value in Private Equity-Backed M&A

Topic Areas

Accounting Aviation Commercial Real Estate Construction Consulting Counseling Dynamics SL Education Foundations Furniture Manufacturer Great Plains Health MAS 200 MDCS NetSuite Nonprofit QBD QBO Sage 100 Sage Intacct Sage Intacct Referral SIAP SIAP Referral SSCP VAR VAR Referral


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We reduce about 80% of a customer’s workload when migrating historical data.