• The Monthly Data Migration Service

    An interim solution for you to move detailed transactions from your legacy system to Sage Intacct®.

  • Do you have a multi-entity migration project but not all of your entities are ready or able to make the transition by your Go-Live date? Do you have acquisitions or portfolio companies that you wish to get their data regularly reported in Sage Intacct® but don’t have the time, resources, or interest in having them operate in Sage Intacct®?

    Key Benefits:
    The Monthly Data Migration Service from Platform Transition is a great interim solution for you to move detailed transactions from a variety of legacy systems and into Sage Intacct® to meet your reporting and reconciliation requirements.

    The process works by having our internal team scope and assess the legacy data source and determine the data transfer schedule and format. Then for a flat setup fee and a standard recurring monthly fee, we will process your monthly data submissions and import them into Sage Intacct®. We will work with you to ensure ongoing maintenance of the mapping lists and required data elements to maintain ongoing precision and accuracy of the imported data.

    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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