We power data migrations between NetSuite, Sage, Dynamics GP & QuickBooks. Accounting firms partner with us to deliver clean, fast platform moves.
Joined January 2016
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Your Sage 100 data does not live in a database. It sits in a ProvideX file system. That one fact is why a "simple" export quote can come back at three times what you expected.
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Scoping a Sage 100 move this year? Reply SAGE100 or DM me and I will send the pre-migration mapping checklist we run. It flags ProvideX vs SQL, every UDF, the Paperless Office links, and the few reports actually worth rebuilding. No pitch, just the list.
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Two more that quietly break the move. UDFs built in Custom Office sit outside the base tables and do not come out with a standard export. Paperless Office stores links to a file share, not the documents, so every attachment breaks the day the database moves.
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Crystal Reports depend on the ProvideX dictionary and do not survive the jump. We map all of this before a record moves. The data move is the easy part. The mapping is the project. What would a flat export leave behind on your Sage 100?
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Jun 12
A Sage 300 controller showed me her close checklist. Line 4: rebuild the FX workbook. Budgeted 2.5 days, every month. We moved this 3-entity USD and CAD importer to QuickBooks plus Intuit Enterprise Suite. Close went 11 days to 4. The workbook is gone. How long is your close?
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Jun 12
We keep a one-page Sage 300 multi-currency close teardown that finds the 2.5-day FX tax before a scope call. It maps every hidden hour in a multi-entity month-end, not just the subscription line. Reply close or DM me and I will send it.
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Jun 11
Microsoft already stopped selling Dynamics GP to new customers. Your support clock is running down. The worst time to plan a GP exit is the week you are forced into it. Pull five things out of GP before you are in a hurry.
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Jun 11
We keep a one-page GP module risk worksheet, the same sheet we use to flag which customizations will stall a migration before it starts. Reply GP below or DM me and I will send it. No form.
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Jun 11
3. Custom financial statements: SmartList, Report Writer, Management Reporter. The reports nobody documented break first.
4. Subledger detail: AP and AR aging, open POs, inventory cost layers. The GL summary hides it.
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Jun 11
5. Your integrations and security map. What feeds GP, what GP feeds, who is allowed to touch what.
Get these five in hand and you control the timeline. Skip them and the deadline controls you. How long do you have on GP?
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Jun 10
A Dynamics GP controller told me she has dodged the migration talk for three budget cycles. Same four reasons every time. Still on GP in 2026? Which one is yours?
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Reports won't survive
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Migration takes too long
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GP still runs fine
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No budget approved
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Jun 10
Each is the reason I hear most. Each falls apart against a real GP exit. Most shops keep 40-plus reports but run 9 to 12 at close. A mapped move is 9 to 12 weeks, not a year. Whichever you picked, comment GP and I will send the cost-of-staying worksheet.
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Jun 9
Your NetSuite renewal did not climb because you added users. It climbed because year one was the discount, year four is list price, and every mid-term add-on reprices at full rate. None of it is a billing error. The contract is working as designed. What is your year-four number?
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Jun 9
I keep a 60-day pre-renewal checklist I run with finance teams. It splits real growth from expired discount before you ever sit down with the vendor. Reply renewal or DM me the word and I will send it over. No pitch, just the worksheet.
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Jun 8
A Sage Intacct controller cancelled on her renewal date to save three weeks of overlap fees. Two weeks later she needed a prior-year allocation schedule for the audit. Gone. Instance dark. The last-day CSV never had it.
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Jun 8
Run the full extraction 30 days before cancellation, not on the last day. The window lets you catch a missing object while you can still pull more. Reconcile each export against a live report before you trust it. What would you lose first?
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Jun 8
We keep the full Sage Intacct extraction checklist as a worksheet you can run line by line. All 7 objects plus the 30-day pre-cancellation sequence, with the exact Intacct menu path for each. Reply EXPORT or DM me and I will send it over.
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