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Implementation & Migration

Transform › Implementation & Migration

Change systems without losing your numbers

We help you choose, implement and migrate to the right finance system, with clean opening balances and no break in your month-end.
Track record

Migrations done, books tied out.

15+

software migrations

20+

opening-balance projects with implementation partners

Zoho

Authorized Partner

Software selection

Not sure which system fits?

We compare options for your size, industry and budget, show you the trade-offs, and recommend one. Process first, technology second: we fix how work flows, then choose the software that supports it.

Two ways we work

Two ways we work

We implementWe work alongside your software partner
SystemsZoho, QuickBooksSAP, Dynamics 365 Business Central (Navision), Oracle, Sage
What we doConfiguration, data migration, training and go-live, end to endChart of accounts, masters, opening balances, reconciliation, user testing and finance training
Who configures the systemVasudhaivaYour implementation partner
Track record

Migrations we have delivered

  • SAP → QuickBooks
  • Tally → SAP
  • Tally → Dynamics 365 Business Central (Navision)
  • Tally → Zoho Books
  • QuickBooks → Zoho Books
  • Oracle → Sage
Partners

For ERP implementation partners

Implementing SAP, Business Central or another ERP for a client? We take care of the accounting side: opening balances, ledger mapping and reconciliation, so go-live numbers tie out. 20+ projects delivered alongside implementation partners.

The process

How a migration runs

  1. MapCurrent system, data, reports and cut-over date.
  2. CleanFix ledgers, masters and open items before moving.
  3. MigrateMasters, opening balances and history as agreed.
  4. ReconcileTrial balance, receivables, payables and stock tie out to the old system.
  5. Go liveParallel run where needed, then training and handover.
Case study

QuickBooks to Zoho Books in 7 days

A software company with operations in two countries moved from QuickBooks to Zoho Books in 7 days, with no disruption.

FAQs

Common questions about migration.

Will we lose our history?

No. History is migrated or kept accessible in the old system, as agreed upfront.

Will migration disrupt our month-end?

We plan the cut-over around your finance calendar and run old and new side by side where needed.

Do you configure SAP or Business Central yourselves?

No. Your implementation partner configures it; we make sure the finance data and opening balances are right.

Do we need an ERP?

Not always. Many businesses get most of the benefit from better use of their existing systems.