Historical Trial Balance Migration

Migrate your historical trial balances by year or by month from any legacy system into Sage Intacct®. This solution is designed to support basic reporting needs with 100% accuracy, allowing you to begin operating in Sage Intacct quickly and efficiently.

Maintain Reporting Continuity in Sage Intacct

●	Gain insight into your data structure to support configuration decisions.
●	Maintain continuity and accuracy in your regular financial reporting.
●	Produce accurate P&L statements, balance sheets, and cash flow statements after go-live.
●	Start using Sage Intacct without delays.

Migration of Job-to-Date balances is available for Project-based data migrations for an additional fee. 

Choosing the Right Data Migration Solution

The Trial Balance Migration Solution™ may be a good fit if: 

●	You primarily rely on financial statements, not transaction-level reporting.
●	You don’t need to investigate historical transactions in detail.
●	Your audit and compliance requirements can be met with data maintained in another system.
●	You want to prioritize speed and simplicity over historical depth.

For teams who want to preserve their transaction history in greater detail, we offer the following options:  

●	The Rapid Data Migration Solution™ (RDMS): Migrate historical nondimensionalized GL transactions from any legacy system into Sage Intacct.
●	The Multi-Dimensional Data Conversion Solution™ (MDCS): Migrate historical transactions dimensionalized with their master data from any legacy system into Sage Intacct.
●	The Simplified Subledger Conversion Process™ (SSCP): Migrate virtually all of your historical transactional data into the AP and AR subledger modules of Sage Intacct.
●	The Affordable Subledger Archive Process™ (ASAP): Migrate all historical data, including Accounts Payable (AP), Accounts Receivable (AR), and General Ledger (GL) transactions, from any legacy system into a portable Microsoft Access database.

Streamline Your Data Migration to Sage Intacct 

The Trial Balance Migration Solution facilitates the seamless transition of your historical trial balances from any legacy system to Sage Intacct.  

At Platform Transition, we’ve supported thousands of ERP data migrations across a wide range of legacy systems, from summary balances to fully reconstructed subledgers and sub-subledgers. We’ll help you determine whether the Trial Balance Migration Solution meets your reporting and operational needs or if one of our other solutions would serve you better.  

Schedule a meeting or request a quote today to get started.