Systems Setup · Pricing
Accounting Data Migration
Starting at$3,075one-time
What the price covers
1 entity; 1 source/target; 12 months plus opening balances; 5 accounts; reconciliation signoff
What we do
- Plan extracts/mapping; prepare opening-balance import and migration controls
- Transform and import historical months; resolve supported import errors
- Reconcile migrated months and ledger totals
- Review final accounting signoff exceptions
What you get
Reconciled migrated data and a signed-off conversion record.
Not included
Payroll history migration (Payroll Setup or Provider Migration) and correcting source-data errors (Catch-Up & Historical Bookkeeping Cleanup).
Every Step. All 16.
- 01Confirm the source, target, periods and objects to migrateMigration planning · Systems
- 02Extract the source data and record control totalsMigration planning · Systems
- 03Map fields and opening-balance destinationsMigration planning · Systems
- 04Plan the migration order and rollback approachMigration planning · Systems
- 05Transform source records into the agreed import format12 historical months · Systems
- 06Check dates, identifiers and required fields12 historical months · Systems
- 07Import a controlled batch before proceeding12 historical months · Systems
- 08Import the remaining agreed months12 historical months · Systems
- 09Correct supported import errors12 historical months · Systems
- 10Record rejected items and duplicate checks12 historical months · Systems
- 11Compare each migrated period with the source trial balanceAccounting reconciliation · Senior accountant
- 12Tie account balances and transaction totalsAccounting reconciliation · Senior accountant
- 13Reconcile opening balances and cross-period continuityAccounting reconciliation · Senior accountant
- 14Document differences requiring approvalAccounting reconciliation · Senior accountant
- 15Review unresolved accounting differencesFinal signoff · Controller
- 16Confirm acceptance against the agreed control totalsFinal signoff · Controller
More In Systems Setup
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