The Financial CoPilot (FCP), the predecessor of Platform Transition, was founded in 2005 as a financial management company for a number of privately-held ventures in North Carolina. FCP started its relationship with Intacct first as a customer when, in 2014, FCP discovered that Intacct was a better alternative financial and accounting system to the 13 QuickBooks Online instances that it was managing for one of its sister companies. By mid-2014, FCP became a Sage Intacct Accountant Partner, and through that experience, developed The Multi-Dimensional Data Conversion Solution™ when it was discovered that the native QuickBooks data conversion tool did not function in a Multi-Entity Sage Intacct environment. FCP began serving the Sage Intacct Accountant Partner channel in mid-2014, became the preferred data migration subcontractor for Sage Intacct in early 2015, and became a Sage Intacct Marketplace Partner in early 2016.
The rebranding of the company as Platform Transition seeks to continue and expand the processes that have been offered by The Financial CoPilot in the areas of historical data migration and support for a growing number of modules in Sage Intacct.