At Platform Transition, our mission is to empower finance teams to go live in Sage Intacct^® with all the data they want to streamline their accounting workflows, gain powerful insight into their operations, and leave their legacy system behind forever. We collaborate with implementation teams to offer the most comprehensive data migration services in the industry, with a flat-fee structure that incentivizes us to get it right the first time.  

But we weren’t always solely focused on data migration. We began our journey as The Financial CoPilot, a bookkeeping, accounting, and fractional CFO services provider.  

When one of our clients reached 13 QuickBooks^® Online (QBO) databases and needed a more functional solution, we looked for a platform that was designed for use in a multi-entity environment and offered user-specific dashboards and rights management. 

We found Intacct^® (now Sage Intacct) and joined the Sage Intacct Accountants Program (SIAP). But when we went to perform our first migration from QuickBooks to Sage Intacct, we realized that the QuickBooks migration tool from Sage Intacct would only work for migrations in a single-entity environment. 

That was a big problem for us, because we had already promised our client that we would be able to migrate all of their multi-entity data and put the legacy system to rest in just eight days. 

That challenge drove us to create the earliest version of The Multi-Dimensional Data Conversion Solution™ (MDCS), leveraging our team’s extensive experience migrating data between financial systems. We stayed true to our word and migrated the data from all 13 entities within a few days.  

It didn’t take long for us to realize that as more companies undertake digital transformation projects and upgrade to modern accounting solutions like Sage Intacct, the demand for systematic, reliable, and efficient historical data migration services would only grow.  

In 2018, we rebranded as Platform Transition to focus on continued expansion of our Sage Intacct data migration solutions. We have completed nearly 3,000 (and counting) entity migrations from 88 legacy systems, and our solutions now include construction accounting data migrations from more than 15 different legacy systems and sub-subledger migrations with attachments. 

Today, we continue to create solutions for the customer challenges that matter, and we are always working to improve delivery times, quality assurance, and collaboration with implementation partners.