Sage 200 to Sage Intacct Migration
As your business grows, issues such as slow month end close, manual currency conversions and expensive server maintenance can start to get in the way. That was the reality for our client, a thriving professional services organisation.
To support their growth and eliminate these operational bottlenecks, our team helped them migrate from Sage 200 to Sage Intacct.
Here’s how the project unfolded, and the transformative impact Sage Intacct has made.
Why Change Was Essential
Although Sage 200 had served them well for years, the business had expanded into more entities and were expecting to add more in the future, growing beyond their existing system.
They were managing multiple entities across six currencies, each operating in separate platforms with a different chart of accounts. These factors made it difficult to track group performance throughout the month.
When month end came around, they had to manually map each entity’s figures to one currency and chart of accounts. This meant the month end close was long, repetitive and prone to errors.
Currency conversions were also a big challenge day-to-day, as they had to calculate conversions manually, leaving room for more errors. On top of this, the servers used to host their accounting software required significant investment, confirming that it was time for a change.
How We Supported Their Migration
After discussing with their Account Manager, a meeting was arranged with the Sage Intacct team to discuss their needs and it became clear that moving to Sage Intacct would be the best solution.
We carried out a full scoping exercise, reviewing their current processes, long-term plans and desired improvements. The goal was simple – preserve the existing functionalities they relied on, while streamlining and modernising where possible.
The system was built to their exact requirements, including:
- A multi-entity structure using a single chart of accounts
- Global consolidation module for automatic entity-level roll-ups
- Reporting and dashboards tailored to their KPIs and organisational structure
- Dimensions to make it easier to tag transactions for more detailed analysis
- Automatic currency conversions powered by daily OANDA exchange rates
Discover more of the benefits of Sage Intacct here.
Along the way, our consultants provided hands-on support, including regular check-ins, training sessions and user testing to ensure the transition was as smooth as possible. Once live, our support team stepped in to provide ongoing support as and when they need it.
The Results: Faster, Clearer, Simpler
With Sage Intacct now fully embedded in their operations, the client is already seeing significant improvements:
Real-time visibility
They can instantly view performance for any entity, while controlling access through user and role-based permissions.
Faster month-end close
With one chart of accounts and automated consolidations, manual data mapping and manipulation are no longer needed.
Simplified future growth
New entities can be added to the system quickly and easily, without needing additional server space or support from IT.
No more manual conversions
Built-in daily exchange rates replace manual conversions and allow them to set a fixed rate across the whole month.
Lower IT overheads
Moving to Sage Intacct has allowed them to take advantage of the benefits of cloud software, putting expensive server maintenance costs behind them.
Sage Intacct Migration Service
If you’re wrestling with manual consolidation, server costs or manual currency conversions too, then it could be time to change your accounting system. With our tried and tested implementation process and the support of our consultancy and project management teams, the transition is easier than you think.
To discuss your needs with our team, complete the enquiry form and we’ll get back to you.
