By Hugh O. Stewart If you’re a CFO preparing for a Sage Intacct implementation, you might be wondering how quickly you can get up and running in your new system. Sage claims that Sage Intacct can be deployed with ...
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8 Data Migration Challenges That Derail Sage Intacct Implementations — And How to Systematically Prevent Them
By Hugh O. Stewart Accounting data migration is often described as one of the riskiest parts of an ERP transition. You’ll hear warnings about corrupted data, mismatched reports, and go-live delays from most Sage Intacct VARs and implementation guides. ...
8 Reasons to Migrate Your Historical Data from Your Legacy Accounting System
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 ...
A Comprehensive Guide to Transactional Data Mapping for Accounting Data Migrations
By Hugh O. Stewart Transactional data mapping is one of the most critical steps during an accounting software application migration. When moving from legacy accounting software to modern accounting systems like Sage Intacct, you can’t just export data into ...
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 ...
GL Detail Migration vs. Subledger Rebuild: Which Historical Data Migration Option is Right for You?
By Hugh O. Stewart During a Sage Intacct implementation, most VARs only offer some form of Trial Balance Migration, which may load a single Trial Balance or may involve migrating net monthly summary balances from your legacy accounting system ...
How BAPKO Metal Inc. Improved Reporting Flexibility by Migrating Historical Data into Sage Intacct Construction
BAPKO Metal Inc. is a self-performing contractor specializing in miscellaneous steel and architectural metal fabrication and installation. After many years of managing their finances in Sage 300 CRE, they decided to switch to Sage Intacct Construction. The rigid reports within…
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 ...

