When it comes to switching systems, what happens to my financial history (even the old stuff)? Does the baby go out with the bath water?

The short answer is, you can bring your historical data with you, and when we migrate that data as part of your implementation, you’ll get the opportunity to leverage that data in ways you’ve never been able to do before.

And where does it go? When working with Trusted CFO Solutions, we’ll migrate your organization and financial data to the Sage Intacct financial ERP system. With the time you save, the money you find, and the guidance you receive working with us, you’ll simply state “good riddance” to your old system.

The Long Answer

We’re practiced with numerous customer implementations from a variety of systems including Quickbooks. It’s why we completely understand why organizations are afraid of losing their historical data.

For our clients, we can move every single transaction to the new environment and restate it in ways you’ve never been able to see or analyze before. This is a huge, huge relief for those worried about switching.

Are you going to have all your data? Yep, all of it.

And I can take this and separate it into these business units or into these departments or these products? Yep, all we do is tag it, and it’s segmented. Reporting with multiple dimensions is now available at your fingertips.

There are hiccups at times with the transition, and it can be extremely labor-intensive. If you’re currently using a system we’ve migrated from before, we’re able to expedite the process with our established and practiced approach.

While our competitors transition your data, they usually stick to doing it at a high-level summary level. We do it in complete detail, parsed every way possible. With our process, you can rest assured your data, at the level you specify, will go with you.

Many of our customers choose detailed, historical, and transaction comma re-configurations. While there are additional costs involved with this level of detailed transitions, we want to provide our clients with options.

After you’ve migrated, you’ll have report data access in different ways. Sage Intacct’s detailed dimensions allow you to drill into the data, and you’ll be able to do it with historical data overlays. We even do reverse coding on all of the historical data so our customers can actually see the data in new and better ways.

When working with Trusted CFO Solutions, you can expect an analytics person, a high-level CFO, and a controller to ensure the mesh of master data is all organized and presented correctly. And, once you’ve migrated to the new system with your old data, you’ll have the confidence to move on from your old (and no longer needed) hardware and software tools.

If data migration was the reason holding you back from working with us, now’s the time to take your next step and discover your options for establishing a strong financial management foundation. Contact us by email or give us a call at 855-236-2384.