• Platform Transition


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

  • 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. 

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