Platform Transition was founded in 2005 as a financial management company for several privately-held ventures in North Carolina. Previously known as The Financial CoPilot, Platform Transition (PT) started its relationship with Sage Intacct in 2014 as a customer, when PT searched for a better financial and accounting system to the 13 QuickBooks Online instances that it was managing for just one of its affiliated companies. PT became a Sage Intacct Accountant Partner that year, and through its implementation experience, developed The Multi-Dimensional Data Conversion Solution™(MDCS). MDCS was the first and only detailed data conversion solution that functioned in a Multi-Entity environment. PT 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 in 2018 seeks to focus on our continued expansion of services of transition processes to Sage Intacct, not only with detailed historical GL and sub-ledger data migration but a growing number of data modules in Sage Intacct.