What moves
The data that makes the new system work on day one.
Personal data in migration
Migration is a chance to apply data minimisation.
How it runs
Each rehearsal is reconciled to the source before the next one begins.
How an engagement runs
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Discover
Process workshops, data audit, and a fit-gap against the standard product.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works or run the three-minute readiness score.
Frequently asked questions
Which systems can you migrate from?
Sage, Xero, spreadsheets and legacy ERP systems, among others. We assess the source in discovery.
How much history should we bring?
As little as meets reporting, audit and retention duties. Opening balances plus open items and master data is common, with the old system kept read-only.
Statutory rates, filing rules, mandate dates and data-protection requirements are set by the relevant authorities and change; we confirm the current position with you and your advisers before configuration. General information, not tax, legal or data-protection advice, and not a statement that any product or service is certified or approved by a regulator.
Last reviewed 2026-10-16