• The Simplified Subledger Conversion Process

    Migrate your historical data into Sage Intacct's AP and AR Subledgers.

  • This is one of our most exciting new developments to date! Now you can migrate virtually all of your historical data from QuickBooks® Desktop or Online, Sage 100 (MAS 90), and other select systems, into the AP and AR Subledgers of Sage Intacct®. This unique process allows for a few revolutionary benefits our space has not experienced before in a standard offering!

    Key Benefits:

    • All of a company's historical data populating the AP and AR Subledgers and General ledger, allowing for better reporting across multiple modules in Sage Intacct®.
    • The company can now retire its legacy system with more confidence; no longer needing to keep access to the legacy software for reference.
    • The process is designed for the client company to interact with its accounting data as if it has been operating within Sage Intacct® for the entire active migration period.

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Sage Intacct Instance, Ability to export appropriate reports from legacy system

    Paid Service

    Integration Approved Countries:
    Australia; United Kingdom; South Africa; United States; South Africa;


    Platform Transition (PT) is a professional migration services company, previously known as The Financial CoPilot (FCP), originally founded in 2005.

    Platform Transition started its relationship with Sage Intacct in 2014 as a customer when PT had searched for a better financial management and accounting system to the 13 QuickBooks Online instances it had been managing for one of its affiliated companies. PT became a Sage Intacct Accountant Partner that year, and through its implementation experience, developed its flagship offering: The Multi-Dimensional Data Conversion Solution™ (MDCS).

    MDCS was the first commercially available 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 focused on their continued expansion of transition process services to Sage Intacct, not only with detailed historical GL data and Subledger rebuild migrations but for the growing number of data modules in Sage Intacct. Most recent innovations include Attachment Migrations. 

    Phone: (910) 221-4567
    Website: http://platformtransition.com
    Year Founded: 2005
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