Migration and cleanup projects to stabilize the system
After migrations or major changes, the system often needs a cleanup pass: mapping fixes, reconciliation catch-up, and configuration standardization. This engagement is time-boxed and documentation-focused.
Service overview
We prioritize getting the books reconcilable and the system usable again. The outcome is a stable baseline and documented rules so your team can maintain the system.
Stabilize
Fix the biggest mapping and reconciliation gaps first.
Standardize
Align settings, rules, and workflows for consistency.
Document
Create a runbook so the system stays clean.
Common problems solved
- New system is live but the books don’t reconcile cleanly
- COA mapping created reporting confusion
- Rules and automations behave inconsistently across users
- Close routine broke during the transition
What implementation includes
Assessment + plan
- Current-state review and priority list
- Mapping and reconciliation gap analysis
- Time-boxed cleanup plan and milestones
Cleanup + handoff
- Configuration cleanup and rule standardization
- Close checklist and operating documentation
- Handoff session with maintenance recommendations
Typical outcomes
Stable baseline
A system that reconciles and supports close routines.
Cleaner configuration
Rules and mappings aligned to current operations.
Maintainable runbook
Documentation that reduces future drift and rework.
Operational and unlicensed services
This engagement focuses on operational system stabilization and documentation. We do not provide tax, legal, audit/assurance, or investment advice.
Related services
Explore the other services in this group.
Accounting systems
Close process + system improvements
Integrations
Integrations, workflows, and automation
Workflow optimization
Streamline close and finance workflows
API integrations
Connect systems with APIs and webhooks
Data pipelines
Reliable data flows for reporting