02 Mar Data migration to Sage Intacct: What happens to your financial history?
If you’re considering moving to Sage Intacct, you’re facing a question every CFO and finance manager asks: what happens to our historical data?
You’ve spent years building your financial records. Your auditors need to access previous periods. Your board wants year-on-year comparisons. And you can’t afford to lose the audit trail your organisation depends on.
The good news? Your historical data can move with you. The better news? When Accsys Consulting migrates your data to Sage Intacct, you’ll gain capabilities with your old data you’ve never had before.
Why finance leaders hesitate to migrate
We speak with CFOs regularly who are running financial systems they’ve outgrown. They know they need better reporting, faster month-end close, and real-time visibility across multiple entities. But they’re stuck.
Here’s what holds them back:
Fear of data loss. You’ve heard the horror stories. Migrations go wrong. Data disappears. Audit trails break. Your finance team spends months reconciling discrepancies instead of doing their jobs.
Budget blowouts. You’ve read about migrations doubling or tripling their initial costs. Projects stretch from months into years. Your finance team is stuck managing two systems while trying to close the books each month.
Downtime concerns. Your business can’t pause while IT switches systems. You need to keep operating, keep invoicing, keep paying suppliers. Any significant downtime puts revenue at risk.
Complexity. When you’re managing multiple entities, departments, and cost centres, how do you ensure everything maps correctly? One wrong setup decision early on can create reporting problems for years.
These concerns are valid. But with the right migration partner, they’re also solvable.
What you can bring with you
When Accsys Consulting migrates your organisation to Sage Intacct, we move your financial history at the level of detail you specify. This isn’t a summary-level dump of opening balances. We’re talking about transaction-level detail.
Here’s what’s possible:
General ledger history. Every transaction, every journal entry, every adjustment. We migrate your complete GL history so your audit trail remains intact. Most of our clients bring between three and seven years of data, depending on their compliance requirements.
AP and AR transaction detail. If you need invoice-level detail for your payables and receivables, we can migrate those transactions too. This means you’ll have complete visibility into customer invoice history and supplier relationships from day one.
Opening balances only. For some organisations, detailed transaction history isn’t necessary. We can set up opening balances and let you start fresh, keeping your legacy system available for historical reference if needed.
The choice is yours. We offer fixed-price options for each level, so you know exactly what you’re investing before we start.
How your old data becomes more valuable
Here’s where Sage Intacct transforms how you work with historical data.
Your current system probably forces you to choose between reporting by entity, department, or project. Want to see both? You’re building manual spreadsheets or running multiple reports.
Sage Intacct uses something called dimensions. Think of dimensions as different ways to slice your financial data. You can tag every transaction with multiple dimensions – department, project, location, classification, task, or any other way your organisation needs to view finances.
When we migrate your historical data, we don’t leave it in your old format. We restructure it with these dimensional tags. This means you can analyse past performance in ways your previous system never allowed.
Want to compare this year’s project margins against the last three years by customer segment? Done. Need to show the board how a specific department has performed across all entities since 2020? You can drill into those numbers in seconds, not hours.
We reverse-code all your historical data to match Sage Intacct’s structure. Your past becomes as flexible and reportable as your future.
What the migration process looks like
Accsys Consulting has migrated organisations from Sage, and other legacy ERP systems. We know what works and where problems typically occur.
Here’s our approach:
Discovery and mapping. We start by understanding your current chart of accounts, how your entities are structured, and what reporting you need. We map your old data structure to Sage Intacct’s dimensional model. This planning phase prevents expensive mistakes later.
Data preparation. We work with your finance team to clean and prepare your data. This is where we identify inconsistencies, fix coding errors, and set up your new structure properly.
Migration and validation. We move your data in stages, validating balances at each step. You’ll see exactly how your old data appears in the new system before you go live. We don’t flip a switch and hope it works.
Parallel running. During the final weeks, you can run both systems simultaneously if needed. This gives your team confidence and ensures nothing is missed.
The typical timeline is a few months, not years. And here’s the critical part – we do this with minimal downtime. You’ll need a couple of days for the final cutover, not weeks of disruption.
Real-time reporting from day one
Once you’re live on Sage Intacct, you’ll have capabilities your old system couldn’t deliver:
Automated workflows. Invoice approvals, purchase orders, expense reports – these processes run automatically with the rules you define. Your finance team stops chasing signatures and starts analysing numbers.
Dashboard visibility. CFOs and finance managers see real-time metrics without waiting for someone to run a report. Cash position, outstanding receivables, budget variances – all updated continuously.
Faster month-end. Most of our clients cut their close time significantly. When your data is structured properly and reconciliations happen automatically, you’re not spending the first week of every month just getting the numbers right.
Multi-entity consolidation. If you’re managing multiple entities or divisions, Sage Intacct consolidates them automatically. No more Excel workbooks trying to combine different systems.
Fixed pricing means no budget surprises
We’ve seen too many migrations blow out their budgets. It happens when the scope isn’t clear, when data problems aren’t identified early, or when overseas case managers don’t understand Australian business requirements.
Accsys Consulting offers fixed-price migration packages. You know what you’re investing before we start. No surprises, no budget overruns.
You work with an Australian-based team who understands your business requirements, your compliance obligations, and your reporting needs. We’re not handing you off to an offshore case manager who’s juggling 50 other implementations.
Your next step
If data migration concerns have stopped you from improving your financial management, let’s talk about your specific situation.
We’ll show you exactly what’s possible with your historical data, what the timeline looks like, and what your investment will be. No pressure, no sales pitch – a practical conversation about whether Sage Intacct makes sense for your organisation.
Contact Accsys Consulting today. Your financial history is too valuable to leave trapped in an outdated system, and too important to risk with the wrong migration partner.
Ready to discuss your migration? Email us or call to arrange a no-obligation consultation about moving your organisation to Sage Intacct.