Data Migration
Moving to a new system is only as good as the data you bring with you. Incorrect opening balances or duplicated customers cause problems in every report that follows.
We clean, map and transfer your data carefully, then reconcile the new system back to the old one so you can trust the numbers from day one.
What's included
Who it's for
- Businesses moving from spreadsheets to software
- Companies switching accounting platforms
- Groups consolidating several systems into one
- Businesses after an acquisition
How it works
Extract
We take data from your current system or files.
Clean and map
We correct errors and map to the new structure.
Load
We import data into the new system.
Reconcile
We confirm every balance matches before go-live.
Frequently asked questions
Not always. Many businesses bring opening balances and one or two years of history. We advise based on your reporting and audit needs.
The start of a financial year or quarter is usually easiest, as it gives clean opening balances. We can also migrate mid-year if needed.