Case Study · Accounting

Automating Complex Historical Accounting Migrations

An automated extraction, transformation and validation framework for moving long-running accounting records between platforms. Customers, suppliers, transactions and opening balances are mapped into the target system, with reconciliation that shows what moved and how.

Data MigrationAccounting IntegrationSoftware Automation
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Summary

At a glance

Client
Businesses moving long-running accounting records between platforms
Industry
Accounting
The problem
Moving long-running accounting records between platforms required careful preservation of balances, transactions and supporting information.
What we built
An automated extraction, transformation and validation framework that supported the mapping of customers, suppliers, transactions and opening balances into the target platform.
Systems and technology
MYOB, Reckon, QuickBooks, Xero, ETL
Results
  • Less manual Reduced repetitive manual migration work.
  • Transparent More transparent reconciliation of migrated data.
  • Clearer Treatment of exceptions and historical records.
  • Repeatable Migration processes that repeat across entities.
Client Context

Businesses moving long-running accounting records between platforms

Businesses moving years of accounting records from one platform to another: MYOB, Reckon, QuickBooks and Xero.

The Challenge

What needed to change

Moving long-running accounting records between platforms required careful preservation of balances, transactions and supporting information.

The Solution

What we built

An automated extraction, transformation and validation framework that supported the mapping of customers, suppliers, transactions and opening balances into the target platform. See our data migrations.

Extraction

Records extracted from the source accounting platform.

Transformation and mapping

Customers, suppliers, transactions and opening balances mapped to the target platform.

Validation

Migrated data validated and reconciled.

Exceptions

Exceptions and historical records treated clearly.

Repeatable process

The same process repeats across entities.

Built with:
MYOBReckonQuickBooksXeroETL
Results

What changed

Less manual Reduced repetitive manual migration work.
Transparent More transparent reconciliation of migrated data.
Clearer Treatment of exceptions and historical records.
Repeatable Migration processes that repeat across entities.
Similar Project?

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Kasun Wijayamanna, founder of HELLO PEOPLE

Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.