Practical thinking on historical accounting data migration.
Guidance based on the questions, decisions and data problems that appear in real finance-system migrations. No generic ERP trend pieces. Just the parts of historical migration that actually need thinking about.
What should move? What should change? What needs to reconcile?
Our insights focus on historical financial data, future-state reporting structures and the accounting evidence needed at handover.
Our newest migration guide.
Detailed guidance for finance teams and implementation partners making decisions about historical accounting data.
Leaving Access Dimensions? A Complete Guide to Migrating Your Historical Accounting Data
A destination-neutral guide to extracting, transforming and validating Access Dimensions history, including AOI, accounting periods, attachments, migration scope, costs and read-only alternatives.
More practical migration guidance.
Long-form guidance based on the decisions, structures and reconciliation work behind real historical migrations.
Sage 200 Historical Data Migration: A Complete Guide
Extraction, transformation, mapping, reconciliation and handover when moving Sage 200 history into NetSuite, Business Central or Xledger.
Opening Balances vs Full Historical Accounting Data Migration
How to decide between opening balances, selected history and full transactional history based on reporting, access, cost and implementation requirements.
Practical resources for planning a historical data migration.
Supporting guidance for scoping, structuring and delivering complex historical accounting data migrations.
What do we need to scope a historical migration?
A practical checklist covering source, destination, entities, volumes, currencies, dimensions and future-state design.
Multi-entity ERP data migration
How groups can bring different finance systems into one ERP while aligning the Chart of Accounts, dimensions, intercompany structure and reporting.
Why migrate historical accounting data?
Understand the reporting, continuity and practical record-retention reasons for moving useful history into the new finance platform.