By Hugh O. Stewart Picture this: You’re two weeks away from your Sage Intacct go-live (cutover) date, and your implementation manager hands you a template for Transaction Account Balances. “Close your books in the legacy system and bring over ...
Customer Service Experience
When we think about our clients and customers we think also of our motto, Hindsight. Insight. Foresight. If you are not sure about which data migration provider to use, read our testimonials! Need more information? Contact Us. Or, tell us about your PT Customer Service Experience.
Albany Furniture
“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 ...
Atlanta Classical Academy
“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 – ...
EmpiRx Health
“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 ...
How Historical Data Migration Made Coppermine Capital’s Sage Intacct Implementation a Success
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…
Marcum Group
“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 ...
Mordfin Group
“We had become a Sage Intacct partner and a portion of our business will be sales and installation so we needed to move our current system over to Intacct and Platform Transition made the conversion extremely easy. There was ...
Nonprofit: Educational Counseling
“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 ...
Nonprofit: Health Sector
“We are just thrilled that Platform Transition is around because we would not have been able to get all of our legacy data into Sage Intacct accurately or nearly as quickly as they did. PT was a great vendor ...
San Francisco Bar Pilots
“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 ...
Scientific Testing Facility
“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.”
Spartan Paving
“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.”

